Home > The Farmers National Bank of Danville > Total Managed Assets held in Fiduciary Accounts

The Farmers National Bank of Danville, Total Managed Assets held in Fiduciary Accounts

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$568,180,000242
Managed personal trust&agency accnts & investmnt managemnt agency accounts$4,000448
Interest-bearing deposits managed personal trust and agency accounts and investm$5,866,000283
US Treasury & US government agency obligations, managed personal trust&agency$9,982,000299
State, county and municipal obligations, managed personal trust&agency accts,$36,748,000204
Money market mutual funds, managed personal trust&agency accts, etc..$54,404,000188
Equity mutual funds, managed personal trust&agency accts, etc..$135,549,000176
Other mutual funds, managed personal trust&agency accts, etc..$67,298,000204
Common trust funds and collective investment funds, managed personal trust&ag$060
Other Short-term obligations, managed personal trust&agency accts, etc..$053
Other Notes and Bonds, managed personal trust&agency accts, etc..$19,272,000234
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0235
Other common and preferred stocks, managed personal trust&agency accts, etc..$189,922,000205
Real Estate Mortgages, managed personal trust&agency accts, etc..$0328
Real Estate, managed personal trust&agency accts, etc..$2,574,000587
Miscellaneous assets, managed personal trust&agency accts, etc..$46,561,000147
Managed employee benefit and retirements-related trust and agency acccounts$3,289,864,00030
Managed employee benefit & retirement trust noninterest bearing deposits$5,000192
Employee Benefit & Retirement Trust Interest Bearing Deposits$197,000359
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$444,000323
State, county & municipal obligations,managed emp benft & retire-related$197,000178
Money market mutual Funds,managed emp benft & retire-related trust accnts$94,999,00018
Equity mutual funds,managed emp benft & retire-related trust accnts$81,474,000127
Other mutual funds,managed emp benft & retire-related trust accnts$31,838,000181
Common trust funds & collective investment funds,managd emp benft & retiremnt$034
Other short-term obligations, emp benft & retire-related trust accnts$029
Other notes and bonds,managed emp benft & retire-related trust accnts$373,502,00017
Investments in unregistered funds & private equity investmnts,emp benft & retire$0100
Other common & preferred stocks,managed emp benft & retire-related trust accts$2,633,274,0008
Real estate mortgages,managed emp benft & retire-related trust accnts$028
Real Estate,managed emp benft & retire-related trust accnts$0121
Miscellaneous assets,managed emp benft & retire-related trust accnts$73,934,00024
Total all other managed assets:$68,998,000186
Noninterest-bearing Deposits, all other managed accounts$970,00022
Interest-bearing deposits, all other managed accounts$4,010,00092
U.S. treasury & U.S. government agency obligations, all other managed accounts$17,707,00085
State, county and municipal obligations, all other managed accounts$933,000113
Money market mutual funds, all other managed accounts$16,174,00087
Equity mutual funds, all other managed accounts$11,509,000172
Other mutual funds, all other managed accounts$4,742,000230
Common trust funds and collective investment funds, all other managed account$075
Other short-term obligations, all other managed accounts$070
Other notes and bonds, all other managed accounts$2,010,000201
Investmnts in unregistered funds&private equity investmnts, all other managed$0110
Other common and preferred stocks, all other managed accounts$10,943,000217
Real Estate Mortgages, all other managed accounts$038
Real estate, all other managed accounts$0220
Miscellaneous assets, all other managed accounts$0264
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$444,448,000267
Managed personal trust&agency accnts & investmnt managemnt agency accounts$471,000149
Interest-bearing deposits managed personal trust and agency accounts and investm$36,679,00095
US Treasury & US government agency obligations, managed personal trust&agency$936,000493
State, county and municipal obligations, managed personal trust&agency accts,$26,338,000216
Money market mutual funds, managed personal trust&agency accts, etc..$12,574,000352
Equity mutual funds, managed personal trust&agency accts, etc..$95,511,000205
Other mutual funds, managed personal trust&agency accts, etc..$59,496,000228
Common trust funds and collective investment funds, managed personal trust&ag$057
Other Short-term obligations, managed personal trust&agency accts, etc..$069
Other Notes and Bonds, managed personal trust&agency accts, etc..$6,003,000319
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0240
Other common and preferred stocks, managed personal trust&agency accts, etc..$157,386,000226
Real Estate Mortgages, managed personal trust&agency accts, etc..$380,000181
Real Estate, managed personal trust&agency accts, etc..$22,431,000247
Miscellaneous assets, managed personal trust&agency accts, etc..$26,243,000194
Managed employee benefit and retirements-related trust and agency acccounts$2,730,119,00034
Managed employee benefit & retirement trust noninterest bearing deposits$2,945,00019
Employee Benefit & Retirement Trust Interest Bearing Deposits$63,870,00016
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$537,000278
State, county & municipal obligations,managed emp benft & retire-related$294,000175
Money market mutual Funds,managed emp benft & retire-related trust accnts$765,000367
Equity mutual funds,managed emp benft & retire-related trust accnts$55,172,000149
Other mutual funds,managed emp benft & retire-related trust accnts$39,243,000165
Common trust funds & collective investment funds,managd emp benft & retiremnt$033
Other short-term obligations, emp benft & retire-related trust accnts$032
Other notes and bonds,managed emp benft & retire-related trust accnts$6,392,000162
Investments in unregistered funds & private equity investmnts,emp benft & retire$0108
Other common & preferred stocks,managed emp benft & retire-related trust accts$2,494,383,0007
Real estate mortgages,managed emp benft & retire-related trust accnts$038
Real Estate,managed emp benft & retire-related trust accnts$0116
Miscellaneous assets,managed emp benft & retire-related trust accnts$66,518,00026
Total all other managed assets:$110,102,000144
Noninterest-bearing Deposits, all other managed accounts$-2,312,0004,708
Interest-bearing deposits, all other managed accounts$22,401,00025
U.S. treasury & U.S. government agency obligations, all other managed accounts$17,048,00083
State, county and municipal obligations, all other managed accounts$869,000120
Money market mutual funds, all other managed accounts$6,702,000130
Equity mutual funds, all other managed accounts$15,364,000153
Other mutual funds, all other managed accounts$15,498,000123
Common trust funds and collective investment funds, all other managed account$038
Other short-term obligations, all other managed accounts$037
Other notes and bonds, all other managed accounts$9,219,000117
Investmnts in unregistered funds&private equity investmnts, all other managed$062
Other common and preferred stocks, all other managed accounts$24,907,000148
Real Estate Mortgages, all other managed accounts$044
Real estate, all other managed accounts$0220
Miscellaneous assets, all other managed accounts$406,000124
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$429,451,000248
Managed personal trust&agency accnts & investmnt managemnt agency accounts$245,000169
Interest-bearing deposits managed personal trust and agency accounts and investm$7,300,000213
US Treasury & US government agency obligations, managed personal trust&agency$76,000501
State, county and municipal obligations, managed personal trust&agency accts,$33,006,000181
Money market mutual funds, managed personal trust&agency accts, etc..$5,569,000384
Equity mutual funds, managed personal trust&agency accts, etc..$101,730,000197
Other mutual funds, managed personal trust&agency accts, etc..$72,426,000218
Common trust funds and collective investment funds, managed personal trust&ag$047
Other Short-term obligations, managed personal trust&agency accts, etc..$067
Other Notes and Bonds, managed personal trust&agency accts, etc..$6,260,000279
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0212
Other common and preferred stocks, managed personal trust&agency accts, etc..$180,591,000199
Real Estate Mortgages, managed personal trust&agency accts, etc..$405,000173
Real Estate, managed personal trust&agency accts, etc..$17,394,000251
Miscellaneous assets, managed personal trust&agency accts, etc..$4,449,000363
Managed employee benefit and retirements-related trust and agency acccounts$2,271,239,00032
Managed employee benefit & retirement trust noninterest bearing deposits$2,783,00017
Employee Benefit & Retirement Trust Interest Bearing Deposits$74,495,00012
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$764,000168
State, county & municipal obligations,managed emp benft & retire-related$344,000164
Money market mutual Funds,managed emp benft & retire-related trust accnts$349,000400
Equity mutual funds,managed emp benft & retire-related trust accnts$60,841,000155
Other mutual funds,managed emp benft & retire-related trust accnts$42,671,000172
Common trust funds & collective investment funds,managd emp benft & retiremnt$030
Other short-term obligations, emp benft & retire-related trust accnts$032
Other notes and bonds,managed emp benft & retire-related trust accnts$6,702,000152
Investments in unregistered funds & private equity investmnts,emp benft & retire$090
Other common & preferred stocks,managed emp benft & retire-related trust accts$2,002,523,0009
Real estate mortgages,managed emp benft & retire-related trust accnts$041
Real Estate,managed emp benft & retire-related trust accnts$0122
Miscellaneous assets,managed emp benft & retire-related trust accnts$79,767,00019
Total all other managed assets:$115,252,000131
Noninterest-bearing Deposits, all other managed accounts$10,000117
Interest-bearing deposits, all other managed accounts$27,554,00019
U.S. treasury & U.S. government agency obligations, all other managed accounts$13,689,00078
State, county and municipal obligations, all other managed accounts$886,000112
Money market mutual funds, all other managed accounts$732,000251
Equity mutual funds, all other managed accounts$18,217,000147
Other mutual funds, all other managed accounts$17,048,000135
Common trust funds and collective investment funds, all other managed account$034
Other short-term obligations, all other managed accounts$029
Other notes and bonds, all other managed accounts$8,775,000106
Investmnts in unregistered funds&private equity investmnts, all other managed$050
Other common and preferred stocks, all other managed accounts$27,956,000138
Real Estate Mortgages, all other managed accounts$044
Real estate, all other managed accounts$0205
Miscellaneous assets, all other managed accounts$385,000114
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$383,165,000248
Managed personal trust&agency accnts & investmnt managemnt agency accounts$161,000208
Interest-bearing deposits managed personal trust and agency accounts and investm$7,602,000226
US Treasury & US government agency obligations, managed personal trust&agency$155,000469
State, county and municipal obligations, managed personal trust&agency accts,$39,825,000172
Money market mutual funds, managed personal trust&agency accts, etc..$7,506,000359
Equity mutual funds, managed personal trust&agency accts, etc..$79,761,000210
Other mutual funds, managed personal trust&agency accts, etc..$64,347,000218
Common trust funds and collective investment funds, managed personal trust&ag$054
Other Short-term obligations, managed personal trust&agency accts, etc..$074
Other Notes and Bonds, managed personal trust&agency accts, etc..$6,136,000300
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0209
Other common and preferred stocks, managed personal trust&agency accts, etc..$154,565,000204
Real Estate Mortgages, managed personal trust&agency accts, etc..$510,000166
Real Estate, managed personal trust&agency accts, etc..$18,081,000236
Miscellaneous assets, managed personal trust&agency accts, etc..$4,516,000352
Managed employee benefit and retirements-related trust and agency acccounts$1,946,875,00032
Managed employee benefit & retirement trust noninterest bearing deposits$464,00045
Employee Benefit & Retirement Trust Interest Bearing Deposits$35,916,00030
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$407,000208
State, county & municipal obligations,managed emp benft & retire-related$466,000160
Money market mutual Funds,managed emp benft & retire-related trust accnts$679,000351
Equity mutual funds,managed emp benft & retire-related trust accnts$44,012,000171
Other mutual funds,managed emp benft & retire-related trust accnts$37,551,000169
Common trust funds & collective investment funds,managd emp benft & retiremnt$037
Other short-term obligations, emp benft & retire-related trust accnts$036
Other notes and bonds,managed emp benft & retire-related trust accnts$5,585,000168
Investments in unregistered funds & private equity investmnts,emp benft & retire$091
Other common & preferred stocks,managed emp benft & retire-related trust accts$1,741,679,0009
Real estate mortgages,managed emp benft & retire-related trust accnts$049
Real Estate,managed emp benft & retire-related trust accnts$0142
Miscellaneous assets,managed emp benft & retire-related trust accnts$80,116,00021
Total all other managed assets:$108,014,000126
Noninterest-bearing Deposits, all other managed accounts$44,00070
Interest-bearing deposits, all other managed accounts$30,935,00018
U.S. treasury & U.S. government agency obligations, all other managed accounts$12,242,00080
State, county and municipal obligations, all other managed accounts$902,000110
Money market mutual funds, all other managed accounts$837,000224
Equity mutual funds, all other managed accounts$14,405,000147
Other mutual funds, all other managed accounts$14,792,000130
Common trust funds and collective investment funds, all other managed account$036
Other short-term obligations, all other managed accounts$031
Other notes and bonds, all other managed accounts$7,620,000110
Investmnts in unregistered funds&private equity investmnts, all other managed$054
Other common and preferred stocks, all other managed accounts$25,874,000135
Real Estate Mortgages, all other managed accounts$050
Real estate, all other managed accounts$0204
Miscellaneous assets, all other managed accounts$363,000113
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$354,381,000252
Managed personal trust&agency accnts & investmnt managemnt agency accounts$70,000277
Interest-bearing deposits managed personal trust and agency accounts and investm$9,325,000221
US Treasury & US government agency obligations, managed personal trust&agency$289,000479
State, county and municipal obligations, managed personal trust&agency accts,$40,212,000178
Money market mutual funds, managed personal trust&agency accts, etc..$7,289,000366
Equity mutual funds, managed personal trust&agency accts, etc..$71,971,000205
Other mutual funds, managed personal trust&agency accts, etc..$53,926,000218
Common trust funds and collective investment funds, managed personal trust&ag$056
Other Short-term obligations, managed personal trust&agency accts, etc..$082
Other Notes and Bonds, managed personal trust&agency accts, etc..$6,709,000307
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0203
Other common and preferred stocks, managed personal trust&agency accts, etc..$141,666,000203
Real Estate Mortgages, managed personal trust&agency accts, etc..$558,000166
Real Estate, managed personal trust&agency accts, etc..$17,975,000233
Miscellaneous assets, managed personal trust&agency accts, etc..$4,391,000356
Managed employee benefit and retirements-related trust and agency acccounts$1,757,275,00034
Managed employee benefit & retirement trust noninterest bearing deposits$-1,581,0005,174
Employee Benefit & Retirement Trust Interest Bearing Deposits$19,363,00040
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$645,000206
State, county & municipal obligations,managed emp benft & retire-related$570,000158
Money market mutual Funds,managed emp benft & retire-related trust accnts$649,000363
Equity mutual funds,managed emp benft & retire-related trust accnts$36,702,000181
Other mutual funds,managed emp benft & retire-related trust accnts$30,104,000189
Common trust funds & collective investment funds,managd emp benft & retiremnt$039
Other short-term obligations, emp benft & retire-related trust accnts$037
Other notes and bonds,managed emp benft & retire-related trust accnts$6,630,000160
Investments in unregistered funds & private equity investmnts,emp benft & retire$097
Other common & preferred stocks,managed emp benft & retire-related trust accts$1,566,360,0008
Real estate mortgages,managed emp benft & retire-related trust accnts$064
Real Estate,managed emp benft & retire-related trust accnts$0157
Miscellaneous assets,managed emp benft & retire-related trust accnts$97,833,00015
Total all other managed assets:$117,263,000110
Noninterest-bearing Deposits, all other managed accounts$32,00080
Interest-bearing deposits, all other managed accounts$26,515,00020
U.S. treasury & U.S. government agency obligations, all other managed accounts$1,310,000175
State, county and municipal obligations, all other managed accounts$258,000158
Money market mutual funds, all other managed accounts$179,000311
Equity mutual funds, all other managed accounts$13,916,000145
Other mutual funds, all other managed accounts$7,584,000162
Common trust funds and collective investment funds, all other managed account$038
Other short-term obligations, all other managed accounts$032
Other notes and bonds, all other managed accounts$30,960,00057
Investmnts in unregistered funds&private equity investmnts, all other managed$053
Other common and preferred stocks, all other managed accounts$35,399,00098
Real Estate Mortgages, all other managed accounts$050
Real estate, all other managed accounts$0203
Miscellaneous assets, all other managed accounts$1,110,00078
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$307,469,000254
Managed personal trust&agency accnts & investmnt managemnt agency accounts$118,000217
Interest-bearing deposits managed personal trust and agency accounts and investm$5,947,000280
US Treasury & US government agency obligations, managed personal trust&agency$387,000496
State, county and municipal obligations, managed personal trust&agency accts,$38,302,000185
Money market mutual funds, managed personal trust&agency accts, etc..$12,080,000290
Equity mutual funds, managed personal trust&agency accts, etc..$54,501,000208
Other mutual funds, managed personal trust&agency accts, etc..$45,599,000223
Common trust funds and collective investment funds, managed personal trust&ag$059
Other Short-term obligations, managed personal trust&agency accts, etc..$080
Other Notes and Bonds, managed personal trust&agency accts, etc..$4,240,000373
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0195
Other common and preferred stocks, managed personal trust&agency accts, etc..$116,200,000204
Real Estate Mortgages, managed personal trust&agency accts, etc..$636,000173
Real Estate, managed personal trust&agency accts, etc..$24,916,000183
Miscellaneous assets, managed personal trust&agency accts, etc..$4,543,000363
Managed employee benefit and retirements-related trust and agency acccounts$1,504,379,00035
Managed employee benefit & retirement trust noninterest bearing deposits$-159,0005,399
Employee Benefit & Retirement Trust Interest Bearing Deposits$12,071,00055
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$760,000210
State, county & municipal obligations,managed emp benft & retire-related$559,000164
Money market mutual Funds,managed emp benft & retire-related trust accnts$2,005,000261
Equity mutual funds,managed emp benft & retire-related trust accnts$27,484,000193
Other mutual funds,managed emp benft & retire-related trust accnts$23,629,000194
Common trust funds & collective investment funds,managd emp benft & retiremnt$039
Other short-term obligations, emp benft & retire-related trust accnts$036
Other notes and bonds,managed emp benft & retire-related trust accnts$6,313,000176
Investments in unregistered funds & private equity investmnts,emp benft & retire$096
Other common & preferred stocks,managed emp benft & retire-related trust accts$1,347,693,0008
Real estate mortgages,managed emp benft & retire-related trust accnts$068
Real Estate,managed emp benft & retire-related trust accnts$0162
Miscellaneous assets,managed emp benft & retire-related trust accnts$84,024,00017
Total all other managed assets:$89,759,000121
Noninterest-bearing Deposits, all other managed accounts$26,00097
Interest-bearing deposits, all other managed accounts$18,577,00029
U.S. treasury & U.S. government agency obligations, all other managed accounts$832,000194
State, county and municipal obligations, all other managed accounts$80,000203
Money market mutual funds, all other managed accounts$378,000265
Equity mutual funds, all other managed accounts$11,164,000140
Other mutual funds, all other managed accounts$6,310,000163
Common trust funds and collective investment funds, all other managed account$040
Other short-term obligations, all other managed accounts$037
Other notes and bonds, all other managed accounts$34,368,00055
Investmnts in unregistered funds&private equity investmnts, all other managed$049
Other common and preferred stocks, all other managed accounts$17,727,000136
Real Estate Mortgages, all other managed accounts$054
Real estate, all other managed accounts$0193
Miscellaneous assets, all other managed accounts$297,000119
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$313,380,000258
Managed personal trust&agency accnts & investmnt managemnt agency accounts$277,000143
Interest-bearing deposits managed personal trust and agency accounts and investm$2,468,000446
US Treasury & US government agency obligations, managed personal trust&agency$61,000610
State, county and municipal obligations, managed personal trust&agency accts,$34,945,000196
Money market mutual funds, managed personal trust&agency accts, etc..$7,725,000313
Equity mutual funds, managed personal trust&agency accts, etc..$64,994,000208
Other mutual funds, managed personal trust&agency accts, etc..$43,501,000237
Common trust funds and collective investment funds, managed personal trust&ag$066
Other Short-term obligations, managed personal trust&agency accts, etc..$080
Other Notes and Bonds, managed personal trust&agency accts, etc..$2,538,000436
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0192
Other common and preferred stocks, managed personal trust&agency accts, etc..$127,236,000206
Real Estate Mortgages, managed personal trust&agency accts, etc..$0378
Real Estate, managed personal trust&agency accts, etc..$24,878,000186
Miscellaneous assets, managed personal trust&agency accts, etc..$4,757,000357
Managed employee benefit and retirements-related trust and agency acccounts$1,232,164,00042
Managed employee benefit & retirement trust noninterest bearing deposits$58,000124
Employee Benefit & Retirement Trust Interest Bearing Deposits$257,000375
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$213,000287
State, county & municipal obligations,managed emp benft & retire-related$424,000189
Money market mutual Funds,managed emp benft & retire-related trust accnts$9,435,000110
Equity mutual funds,managed emp benft & retire-related trust accnts$30,076,000188
Other mutual funds,managed emp benft & retire-related trust accnts$19,182,000223
Common trust funds & collective investment funds,managd emp benft & retiremnt$046
Other short-term obligations, emp benft & retire-related trust accnts$035
Other notes and bonds,managed emp benft & retire-related trust accnts$5,333,000189
Investments in unregistered funds & private equity investmnts,emp benft & retire$094
Other common & preferred stocks,managed emp benft & retire-related trust accts$1,074,893,00014
Real estate mortgages,managed emp benft & retire-related trust accnts$080
Real Estate,managed emp benft & retire-related trust accnts$0173
Miscellaneous assets,managed emp benft & retire-related trust accnts$92,293,00016
Total all other managed assets:$92,697,000120
Noninterest-bearing Deposits, all other managed accounts$72,00065
Interest-bearing deposits, all other managed accounts$4,218,00078
U.S. treasury & U.S. government agency obligations, all other managed accounts$648,000200
State, county and municipal obligations, all other managed accounts$107,000193
Money market mutual funds, all other managed accounts$13,261,00062
Equity mutual funds, all other managed accounts$13,959,000133
Other mutual funds, all other managed accounts$5,649,000168
Common trust funds and collective investment funds, all other managed account$039
Other short-term obligations, all other managed accounts$037
Other notes and bonds, all other managed accounts$35,694,00055
Investmnts in unregistered funds&private equity investmnts, all other managed$046
Other common and preferred stocks, all other managed accounts$18,834,000137
Real Estate Mortgages, all other managed accounts$057
Real estate, all other managed accounts$0202
Miscellaneous assets, all other managed accounts$255,000127
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$303,326,000248
Managed personal trust&agency accnts & investmnt managemnt agency accounts$61,000291
Interest-bearing deposits managed personal trust and agency accounts and investm$2,339,000467
US Treasury & US government agency obligations, managed personal trust&agency$183,000552
State, county and municipal obligations, managed personal trust&agency accts,$33,865,000190
Money market mutual funds, managed personal trust&agency accts, etc..$8,068,000312
Equity mutual funds, managed personal trust&agency accts, etc..$52,362,000200
Other mutual funds, managed personal trust&agency accts, etc..$39,964,000236
Common trust funds and collective investment funds, managed personal trust&ag$072
Other Short-term obligations, managed personal trust&agency accts, etc..$087
Other Notes and Bonds, managed personal trust&agency accts, etc..$2,152,000459
Investmnts in unregistered funds&private equity investmnts,managd personal trust$175,000164
Other common and preferred stocks, managed personal trust&agency accts, etc..$133,679,000182
Real Estate Mortgages, managed personal trust&agency accts, etc..$1,234,000125
Real Estate, managed personal trust&agency accts, etc..$24,631,000188
Miscellaneous assets, managed personal trust&agency accts, etc..$4,613,000366
Managed employee benefit and retirements-related trust and agency acccounts$1,102,179,00041
Managed employee benefit & retirement trust noninterest bearing deposits$472,00038
Employee Benefit & Retirement Trust Interest Bearing Deposits$225,000397
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$224,000288
State, county & municipal obligations,managed emp benft & retire-related$568,000182
Money market mutual Funds,managed emp benft & retire-related trust accnts$19,997,00067
Equity mutual funds,managed emp benft & retire-related trust accnts$22,671,000199
Other mutual funds,managed emp benft & retire-related trust accnts$18,654,000204
Common trust funds & collective investment funds,managd emp benft & retiremnt$043
Other short-term obligations, emp benft & retire-related trust accnts$033
Other notes and bonds,managed emp benft & retire-related trust accnts$3,971,000212
Investments in unregistered funds & private equity investmnts,emp benft & retire$098
Other common & preferred stocks,managed emp benft & retire-related trust accts$961,843,00014
Real estate mortgages,managed emp benft & retire-related trust accnts$087
Real Estate,managed emp benft & retire-related trust accnts$4,000174
Miscellaneous assets,managed emp benft & retire-related trust accnts$73,550,00016
Total all other managed assets:$106,958,000105
Noninterest-bearing Deposits, all other managed accounts$27,00094
Interest-bearing deposits, all other managed accounts$4,818,00070
U.S. treasury & U.S. government agency obligations, all other managed accounts$337,000224
State, county and municipal obligations, all other managed accounts$40,000241
Money market mutual funds, all other managed accounts$25,344,00051
Equity mutual funds, all other managed accounts$15,336,000111
Other mutual funds, all other managed accounts$6,486,000158
Common trust funds and collective investment funds, all other managed account$045
Other short-term obligations, all other managed accounts$037
Other notes and bonds, all other managed accounts$36,588,00054
Investmnts in unregistered funds&private equity investmnts, all other managed$051
Other common and preferred stocks, all other managed accounts$17,727,000125
Real Estate Mortgages, all other managed accounts$061
Real estate, all other managed accounts$0214
Miscellaneous assets, all other managed accounts$255,000136
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$277,109,000257
Managed personal trust&agency accnts & investmnt managemnt agency accounts$260,000154
Interest-bearing deposits managed personal trust and agency accounts and investm$1,244,000597
US Treasury & US government agency obligations, managed personal trust&agency$510,000490
State, county and municipal obligations, managed personal trust&agency accts,$40,829,000180
Money market mutual funds, managed personal trust&agency accts, etc..$7,347,000341
Equity mutual funds, managed personal trust&agency accts, etc..$46,151,000213
Other mutual funds, managed personal trust&agency accts, etc..$31,528,000260
Common trust funds and collective investment funds, managed personal trust&ag$081
Other Short-term obligations, managed personal trust&agency accts, etc..$092
Other Notes and Bonds, managed personal trust&agency accts, etc..$2,296,000462
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0194
Other common and preferred stocks, managed personal trust&agency accts, etc..$118,202,000185
Real Estate Mortgages, managed personal trust&agency accts, etc..$1,936,00094
Real Estate, managed personal trust&agency accts, etc..$24,237,000183
Miscellaneous assets, managed personal trust&agency accts, etc..$2,569,000456
Managed employee benefit and retirements-related trust and agency acccounts$998,769,00039
Managed employee benefit & retirement trust noninterest bearing deposits$-55,424,0006,182
Employee Benefit & Retirement Trust Interest Bearing Deposits$265,000380
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$723,000227
State, county & municipal obligations,managed emp benft & retire-related$655,000172
Money market mutual Funds,managed emp benft & retire-related trust accnts$84,814,00019
Equity mutual funds,managed emp benft & retire-related trust accnts$18,584,000212
Other mutual funds,managed emp benft & retire-related trust accnts$15,211,000214
Common trust funds & collective investment funds,managd emp benft & retiremnt$043
Other short-term obligations, emp benft & retire-related trust accnts$026
Other notes and bonds,managed emp benft & retire-related trust accnts$4,239,000203
Investments in unregistered funds & private equity investmnts,emp benft & retire$096
Other common & preferred stocks,managed emp benft & retire-related trust accts$862,271,00015
Real estate mortgages,managed emp benft & retire-related trust accnts$090
Real Estate,managed emp benft & retire-related trust accnts$4,000184
Miscellaneous assets,managed emp benft & retire-related trust accnts$67,427,00017
Total all other managed assets:$119,670,00094
Noninterest-bearing Deposits, all other managed accounts$15,000125
Interest-bearing deposits, all other managed accounts$5,130,00065
U.S. treasury & U.S. government agency obligations, all other managed accounts$33,956,00043
State, county and municipal obligations, all other managed accounts$4,555,00056
Money market mutual funds, all other managed accounts$42,242,00030
Equity mutual funds, all other managed accounts$11,016,000129
Other mutual funds, all other managed accounts$3,542,000202
Common trust funds and collective investment funds, all other managed account$048
Other short-term obligations, all other managed accounts$038
Other notes and bonds, all other managed accounts$3,936,000150
Investmnts in unregistered funds&private equity investmnts, all other managed$047
Other common and preferred stocks, all other managed accounts$14,832,000134
Real Estate Mortgages, all other managed accounts$065
Real estate, all other managed accounts$0220
Miscellaneous assets, all other managed accounts$446,000129
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$274,783,000259
Managed personal trust&agency accnts & investmnt managemnt agency accounts$220,000165
Interest-bearing deposits managed personal trust and agency accounts and investm$1,353,000626
US Treasury & US government agency obligations, managed personal trust&agency$582,000518
State, county and municipal obligations, managed personal trust&agency accts,$44,486,000178
Money market mutual funds, managed personal trust&agency accts, etc..$6,017,000373
Equity mutual funds, managed personal trust&agency accts, etc..$52,820,000200
Other mutual funds, managed personal trust&agency accts, etc..$31,603,000267
Common trust funds and collective investment funds, managed personal trust&ag$083
Other Short-term obligations, managed personal trust&agency accts, etc..$0102
Other Notes and Bonds, managed personal trust&agency accts, etc..$1,876,000511
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0211
Other common and preferred stocks, managed personal trust&agency accts, etc..$108,721,000202
Real Estate Mortgages, managed personal trust&agency accts, etc..$1,889,000100
Real Estate, managed personal trust&agency accts, etc..$22,584,000193
Miscellaneous assets, managed personal trust&agency accts, etc..$2,632,000470
Managed employee benefit and retirements-related trust and agency acccounts$865,274,00045
Managed employee benefit & retirement trust noninterest bearing deposits$2,176,00016
Employee Benefit & Retirement Trust Interest Bearing Deposits$250,000395
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$924,000224
State, county & municipal obligations,managed emp benft & retire-related$1,081,000132
Money market mutual Funds,managed emp benft & retire-related trust accnts$3,856,000192
Equity mutual funds,managed emp benft & retire-related trust accnts$20,752,000204
Other mutual funds,managed emp benft & retire-related trust accnts$18,028,000204
Common trust funds & collective investment funds,managd emp benft & retiremnt$049
Other short-term obligations, emp benft & retire-related trust accnts$031
Other notes and bonds,managed emp benft & retire-related trust accnts$210,000479
Investments in unregistered funds & private equity investmnts,emp benft & retire$0102
Other common & preferred stocks,managed emp benft & retire-related trust accts$740,699,00017
Real estate mortgages,managed emp benft & retire-related trust accnts$0106
Real Estate,managed emp benft & retire-related trust accnts$0182
Miscellaneous assets,managed emp benft & retire-related trust accnts$77,298,00016
Total all other managed assets:$100,593,000103
Noninterest-bearing Deposits, all other managed accounts$18,000111
Interest-bearing deposits, all other managed accounts$852,000186
U.S. treasury & U.S. government agency obligations, all other managed accounts$13,932,00067
State, county and municipal obligations, all other managed accounts$2,701,00069
Money market mutual funds, all other managed accounts$49,023,00026
Equity mutual funds, all other managed accounts$13,837,000118
Other mutual funds, all other managed accounts$5,590,000160
Common trust funds and collective investment funds, all other managed account$048
Other short-term obligations, all other managed accounts$035
Other notes and bonds, all other managed accounts$2,689,000171
Investmnts in unregistered funds&private equity investmnts, all other managed$054
Other common and preferred stocks, all other managed accounts$11,919,000151
Real Estate Mortgages, all other managed accounts$067
Real estate, all other managed accounts$0215
Miscellaneous assets, all other managed accounts$32,000193
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$245,568,000270
Managed personal trust&agency accnts & investmnt managemnt agency accounts$-116,0006,782
Interest-bearing deposits managed personal trust and agency accounts and investm$1,095,000712
US Treasury & US government agency obligations, managed personal trust&agency$843,000477
State, county and municipal obligations, managed personal trust&agency accts,$43,368,000181
Money market mutual funds, managed personal trust&agency accts, etc..$6,991,000356
Equity mutual funds, managed personal trust&agency accts, etc..$53,734,000187
Other mutual funds, managed personal trust&agency accts, etc..$34,572,000246
Common trust funds and collective investment funds, managed personal trust&ag$086
Other Short-term obligations, managed personal trust&agency accts, etc..$092
Other Notes and Bonds, managed personal trust&agency accts, etc..$1,896,000525
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0214
Other common and preferred stocks, managed personal trust&agency accts, etc..$84,302,000226
Real Estate Mortgages, managed personal trust&agency accts, etc..$3,946,00057
Real Estate, managed personal trust&agency accts, etc..$12,647,000285
Miscellaneous assets, managed personal trust&agency accts, etc..$2,290,000482
Managed employee benefit and retirements-related trust and agency acccounts$62,583,000249
Managed employee benefit & retirement trust noninterest bearing deposits$21,000178
Employee Benefit & Retirement Trust Interest Bearing Deposits$215,000443
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$994,000221
State, county & municipal obligations,managed emp benft & retire-related$1,999,00094
Money market mutual Funds,managed emp benft & retire-related trust accnts$2,776,000237
Equity mutual funds,managed emp benft & retire-related trust accnts$21,196,000187
Other mutual funds,managed emp benft & retire-related trust accnts$21,254,000177
Common trust funds & collective investment funds,managd emp benft & retiremnt$051
Other short-term obligations, emp benft & retire-related trust accnts$029
Other notes and bonds,managed emp benft & retire-related trust accnts$650,000381
Investments in unregistered funds & private equity investmnts,emp benft & retire$0104
Other common & preferred stocks,managed emp benft & retire-related trust accts$12,829,000251
Real estate mortgages,managed emp benft & retire-related trust accnts$0112
Real Estate,managed emp benft & retire-related trust accnts$0182
Miscellaneous assets,managed emp benft & retire-related trust accnts$649,000163
Total all other managed assets:$95,182,00098
Noninterest-bearing Deposits, all other managed accounts$3,000172
Interest-bearing deposits, all other managed accounts$0456
U.S. treasury & U.S. government agency obligations, all other managed accounts$8,900,00086
State, county and municipal obligations, all other managed accounts$525,000132
Money market mutual funds, all other managed accounts$54,954,00021
Equity mutual funds, all other managed accounts$14,033,000113
Other mutual funds, all other managed accounts$7,522,000127
Common trust funds and collective investment funds, all other managed account$048
Other short-term obligations, all other managed accounts$034
Other notes and bonds, all other managed accounts$359,000299
Investmnts in unregistered funds&private equity investmnts, all other managed$053
Other common and preferred stocks, all other managed accounts$8,784,000163
Real Estate Mortgages, all other managed accounts$062
Real estate, all other managed accounts$0209
Miscellaneous assets, all other managed accounts$102,000152
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$159,074,000317
Managed personal trust&agency accnts & investmnt managemnt agency accounts$-16,0007,024
Interest-bearing deposits managed personal trust and agency accounts and investm$10,0001,185
US Treasury & US government agency obligations, managed personal trust&agency$1,402,000431
State, county and municipal obligations, managed personal trust&agency accts,$29,919,000222
Money market mutual funds, managed personal trust&agency accts, etc..$6,925,000361
Equity mutual funds, managed personal trust&agency accts, etc..$32,239,000208
Other mutual funds, managed personal trust&agency accts, etc..$29,961,000247
Common trust funds and collective investment funds, managed personal trust&ag$088
Other Short-term obligations, managed personal trust&agency accts, etc..$0108
Other Notes and Bonds, managed personal trust&agency accts, etc..$699,000659
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0205
Other common and preferred stocks, managed personal trust&agency accts, etc..$44,040,000303
Real Estate Mortgages, managed personal trust&agency accts, etc..$3,034,00072
Real Estate, managed personal trust&agency accts, etc..$8,800,000342
Miscellaneous assets, managed personal trust&agency accts, etc..$2,061,000473
Managed employee benefit and retirements-related trust and agency acccounts$43,007,000276
Managed employee benefit & retirement trust noninterest bearing deposits$-7,0007,051
Employee Benefit & Retirement Trust Interest Bearing Deposits$175,000485
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$505,000308
State, county & municipal obligations,managed emp benft & retire-related$1,184,000129
Money market mutual Funds,managed emp benft & retire-related trust accnts$1,837,000277
Equity mutual funds,managed emp benft & retire-related trust accnts$16,523,000186
Other mutual funds,managed emp benft & retire-related trust accnts$20,918,000172
Common trust funds & collective investment funds,managd emp benft & retiremnt$055
Other short-term obligations, emp benft & retire-related trust accnts$032
Other notes and bonds,managed emp benft & retire-related trust accnts$0616
Investments in unregistered funds & private equity investmnts,emp benft & retire$0100
Other common & preferred stocks,managed emp benft & retire-related trust accts$1,265,000515
Real estate mortgages,managed emp benft & retire-related trust accnts$0122
Real Estate,managed emp benft & retire-related trust accnts$0191
Miscellaneous assets,managed emp benft & retire-related trust accnts$607,000160
Total all other managed assets:$80,681,000102
Noninterest-bearing Deposits, all other managed accounts$2,000206
Interest-bearing deposits, all other managed accounts$0467
U.S. treasury & U.S. government agency obligations, all other managed accounts$7,137,000104
State, county and municipal obligations, all other managed accounts$1,658,00085
Money market mutual funds, all other managed accounts$47,197,00023
Equity mutual funds, all other managed accounts$11,267,000117
Other mutual funds, all other managed accounts$6,770,000120
Common trust funds and collective investment funds, all other managed account$052
Other short-term obligations, all other managed accounts$036
Other notes and bonds, all other managed accounts$261,000312
Investmnts in unregistered funds&private equity investmnts, all other managed$058
Other common and preferred stocks, all other managed accounts$6,389,000168
Real Estate Mortgages, all other managed accounts$062
Real estate, all other managed accounts$0185
Miscellaneous assets, all other managed accounts$0209
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$155,605,000308
Managed personal trust&agency accnts & investmnt managemnt agency accounts$-82,0007,332
Interest-bearing deposits managed personal trust and agency accounts and investm$111,0001,127
US Treasury & US government agency obligations, managed personal trust&agency$3,405,000363
State, county and municipal obligations, managed personal trust&agency accts,$30,515,000223
Money market mutual funds, managed personal trust&agency accts, etc..$4,877,000394
Equity mutual funds, managed personal trust&agency accts, etc..$28,844,000194
Other mutual funds, managed personal trust&agency accts, etc..$30,987,000208
Common trust funds and collective investment funds, managed personal trust&ag$092
Other Short-term obligations, managed personal trust&agency accts, etc..$0104
Other Notes and Bonds, managed personal trust&agency accts, etc..$909,000635
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0201
Other common and preferred stocks, managed personal trust&agency accts, etc..$43,022,000299
Real Estate Mortgages, managed personal trust&agency accts, etc..$2,133,000101
Real Estate, managed personal trust&agency accts, etc..$8,734,000323
Miscellaneous assets, managed personal trust&agency accts, etc..$2,150,000448
Managed employee benefit and retirements-related trust and agency acccounts$40,659,000274
Managed employee benefit & retirement trust noninterest bearing deposits$51,000134
Employee Benefit & Retirement Trust Interest Bearing Deposits$208,000494
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$1,643,000240
State, county & municipal obligations,managed emp benft & retire-related$862,000140
Money market mutual Funds,managed emp benft & retire-related trust accnts$1,204,000307
Equity mutual funds,managed emp benft & retire-related trust accnts$14,919,000186
Other mutual funds,managed emp benft & retire-related trust accnts$19,916,000162
Common trust funds & collective investment funds,managd emp benft & retiremnt$057
Other short-term obligations, emp benft & retire-related trust accnts$035
Other notes and bonds,managed emp benft & retire-related trust accnts$235,000499
Investments in unregistered funds & private equity investmnts,emp benft & retire$091
Other common & preferred stocks,managed emp benft & retire-related trust accts$1,101,000529
Real estate mortgages,managed emp benft & retire-related trust accnts$0127
Real Estate,managed emp benft & retire-related trust accnts$0195
Miscellaneous assets,managed emp benft & retire-related trust accnts$520,000159
Total all other managed assets:$68,763,000103
Noninterest-bearing Deposits, all other managed accounts$-20,0007,342
Interest-bearing deposits, all other managed accounts$0481
U.S. treasury & U.S. government agency obligations, all other managed accounts$8,477,00086
State, county and municipal obligations, all other managed accounts$174,000180
Money market mutual funds, all other managed accounts$38,020,00031
Equity mutual funds, all other managed accounts$9,516,000108
Other mutual funds, all other managed accounts$6,030,000116
Common trust funds and collective investment funds, all other managed account$049
Other short-term obligations, all other managed accounts$039
Other notes and bonds, all other managed accounts$531,000261
Investmnts in unregistered funds&private equity investmnts, all other managed$046
Other common and preferred stocks, all other managed accounts$6,035,000156
Real Estate Mortgages, all other managed accounts$057
Real estate, all other managed accounts$0176
Miscellaneous assets, all other managed accounts$0208
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$196,974,000278
Managed personal trust&agency accnts & investmnt managemnt agency accounts$51,000300
Interest-bearing deposits managed personal trust and agency accounts and investm$100,0001,201
US Treasury & US government agency obligations, managed personal trust&agency$8,137,000293
State, county and municipal obligations, managed personal trust&agency accts,$25,773,000246
Money market mutual funds, managed personal trust&agency accts, etc..$43,823,000124
Equity mutual funds, managed personal trust&agency accts, etc..$34,737,000185
Other mutual funds, managed personal trust&agency accts, etc..$28,454,000201
Common trust funds and collective investment funds, managed personal trust&ag$0110
Other Short-term obligations, managed personal trust&agency accts, etc..$0126
Other Notes and Bonds, managed personal trust&agency accts, etc..$916,000665
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0208
Other common and preferred stocks, managed personal trust&agency accts, etc..$43,099,000294
Real Estate Mortgages, managed personal trust&agency accts, etc..$2,319,000100
Real Estate, managed personal trust&agency accts, etc..$8,744,000312
Miscellaneous assets, managed personal trust&agency accts, etc..$821,000630
Managed employee benefit and retirements-related trust and agency acccounts$36,900,000292
Managed employee benefit & retirement trust noninterest bearing deposits$57,000113
Employee Benefit & Retirement Trust Interest Bearing Deposits$100,000604
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$1,242,000298
State, county & municipal obligations,managed emp benft & retire-related$787,000138
Money market mutual Funds,managed emp benft & retire-related trust accnts$1,396,000306
Equity mutual funds,managed emp benft & retire-related trust accnts$14,795,000191
Other mutual funds,managed emp benft & retire-related trust accnts$17,345,000169
Common trust funds & collective investment funds,managd emp benft & retiremnt$072
Other short-term obligations, emp benft & retire-related trust accnts$047
Other notes and bonds,managed emp benft & retire-related trust accnts$0654
Investments in unregistered funds & private equity investmnts,emp benft & retire$0106
Other common & preferred stocks,managed emp benft & retire-related trust accts$1,178,000541
Real estate mortgages,managed emp benft & retire-related trust accnts$0133
Real Estate,managed emp benft & retire-related trust accnts$0199
Miscellaneous assets,managed emp benft & retire-related trust accnts$0401
Total all other managed assets:$21,104,000210
Noninterest-bearing Deposits, all other managed accounts$19,00087
Interest-bearing deposits, all other managed accounts$0515
U.S. treasury & U.S. government agency obligations, all other managed accounts$4,366,000127
State, county and municipal obligations, all other managed accounts$62,000222
Money market mutual funds, all other managed accounts$398,000265
Equity mutual funds, all other managed accounts$6,853,000134
Other mutual funds, all other managed accounts$3,286,000144
Common trust funds and collective investment funds, all other managed account$056
Other short-term obligations, all other managed accounts$055
Other notes and bonds, all other managed accounts$241,000321
Investmnts in unregistered funds&private equity investmnts, all other managed$050
Other common and preferred stocks, all other managed accounts$5,879,000157
Real Estate Mortgages, all other managed accounts$066
Real estate, all other managed accounts$0186
Miscellaneous assets, all other managed accounts$0226
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$180,639,000281
Managed personal trust&agency accnts & investmnt managemnt agency accounts$44,000309
Interest-bearing deposits managed personal trust and agency accounts and investm$26,737,00098
US Treasury & US government agency obligations, managed personal trust&agency$14,118,000236
State, county and municipal obligations, managed personal trust&agency accts,$24,233,000256
Money market mutual funds, managed personal trust&agency accts, etc..$0927
Equity mutual funds, managed personal trust&agency accts, etc..$30,219,000172
Other mutual funds, managed personal trust&agency accts, etc..$22,388,000202
Common trust funds and collective investment funds, managed personal trust&ag$0108
Other Short-term obligations, managed personal trust&agency accts, etc..$0131
Other Notes and Bonds, managed personal trust&agency accts, etc..$1,442,000598
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0186
Other common and preferred stocks, managed personal trust&agency accts, etc..$51,469,000253
Real Estate Mortgages, managed personal trust&agency accts, etc..$1,079,000167
Real Estate, managed personal trust&agency accts, etc..$8,286,000304
Miscellaneous assets, managed personal trust&agency accts, etc..$624,000682
Managed employee benefit and retirements-related trust and agency acccounts$33,730,000288
Managed employee benefit & retirement trust noninterest bearing deposits$39,000126
Employee Benefit & Retirement Trust Interest Bearing Deposits$2,590,000204
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$2,358,000269
State, county & municipal obligations,managed emp benft & retire-related$617,000118
Money market mutual Funds,managed emp benft & retire-related trust accnts$0631
Equity mutual funds,managed emp benft & retire-related trust accnts$13,308,000168
Other mutual funds,managed emp benft & retire-related trust accnts$13,445,000161
Common trust funds & collective investment funds,managd emp benft & retiremnt$077
Other short-term obligations, emp benft & retire-related trust accnts$051
Other notes and bonds,managed emp benft & retire-related trust accnts$0674
Investments in unregistered funds & private equity investmnts,emp benft & retire$0100
Other common & preferred stocks,managed emp benft & retire-related trust accts$1,187,000555
Real estate mortgages,managed emp benft & retire-related trust accnts$0138
Real Estate,managed emp benft & retire-related trust accnts$0183
Miscellaneous assets,managed emp benft & retire-related trust accnts$186,000230
Total all other managed assets:$0690
Noninterest-bearing Deposits, all other managed accounts$0254
Interest-bearing deposits, all other managed accounts$0517
U.S. treasury & U.S. government agency obligations, all other managed accounts$0409
State, county and municipal obligations, all other managed accounts$0229
Money market mutual funds, all other managed accounts$0444
Equity mutual funds, all other managed accounts$0368
Other mutual funds, all other managed accounts$0368
Common trust funds and collective investment funds, all other managed account$056
Other short-term obligations, all other managed accounts$045
Other notes and bonds, all other managed accounts$0408
Investmnts in unregistered funds&private equity investmnts, all other managed$047
Other common and preferred stocks, all other managed accounts$0445
Real Estate Mortgages, all other managed accounts$064
Real estate, all other managed accounts$0170
Miscellaneous assets, all other managed accounts$0205
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA