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Wells Fargo Bank, Total Fiduciary and Related Assets

2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$878,177,000,0007
Managed Assets ($)$207,473,000,0005
Personal trust and agency accounts, managed assets$51,007,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$265,000,00048
Employee benefit-defined benefit accounts, managed assets$7,989,000,0005
Other employee benefit and retirement-related accounts, managed assets$13,800,000,0007
Corporate trust and agency accounts, managed assets$10,604,000,0001
Investment management and investment advisory agency accounts, managed assets$97,530,000,0005
Foundation and endowment trust and agency accounts, managed assets$25,764,000,0005
Other fiduciary accounts, managed assets$514,000,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$13,800,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$670,704,000,0007
Personal trust and agency accounts, non-managed assets$3,917,000,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$137,784,000,0006
Employee benefit-defined benefit accounts, non-managed Assets$91,519,000,0005
Other retirement accounts, non-managed assets$28,776,000,0006
Corporate trust and agency accounts, non-managed assets$383,183,000,0003
Investment management and advisory agency accounts, non-managed assets$1,048,000,00014
Foundation and endowment trust and agency accounts, non-managed assets$481,000,00014
Other fiduciary accounts, non-managed assets$23,996,000,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$883,134,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$13,000,0009
Individual retirement,health savings and similar accounts, non-managed$28,776,000,0009
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$971,648,000,0007
Managed Assets ($)$205,833,000,0005
Personal trust and agency accounts, managed assets$50,020,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$258,000,00049
Employee benefit-defined benefit accounts, managed assets$8,266,000,0005
Other employee benefit and retirement-related accounts, managed assets$13,408,000,0007
Corporate trust and agency accounts, managed assets$12,541,000,0001
Investment management and investment advisory agency accounts, managed assets$95,935,000,0005
Foundation and endowment trust and agency accounts, managed assets$24,900,000,0005
Other fiduciary accounts, managed assets$505,000,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$13,408,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual funds$3,065,000,0009
Non-managed Assets ($)$765,815,000,0007
Personal trust and agency accounts, non-managed assets$4,641,000,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$203,972,000,0004
Employee benefit-defined benefit accounts, non-managed Assets$91,957,000,0005
Other retirement accounts, non-managed assets$29,504,000,0006
Corporate trust and agency accounts, non-managed assets$409,766,000,0003
Investment management and advisory agency accounts, non-managed assets$1,030,000,00014
Foundation and endowment trust and agency accounts, non-managed assets$390,000,00016
Other fiduciary accounts, non-managed assets$24,555,000,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$874,025,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$26,000,0009
Individual retirement,health savings and similar accounts, non-managed$29,504,000,0008
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$955,011,000,0007
Managed Assets ($)$190,993,000,0005
Personal trust and agency accounts, managed assets$46,667,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$268,000,00046
Employee benefit-defined benefit accounts, managed assets$8,110,000,0005
Other employee benefit and retirement-related accounts, managed assets$12,807,000,0007
Corporate trust and agency accounts, managed assets$10,282,000,0001
Investment management and investment advisory agency accounts, managed assets$89,721,000,0005
Foundation and endowment trust and agency accounts, managed assets$22,634,000,0005
Other fiduciary accounts, managed assets$504,000,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$12,807,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$764,018,000,0007
Personal trust and agency accounts, non-managed assets$4,825,000,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$202,887,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$88,463,000,0005
Other retirement accounts, non-managed assets$28,303,000,0005
Corporate trust and agency accounts, non-managed assets$413,517,000,0003
Investment management and advisory agency accounts, non-managed assets$960,000,00014
Foundation and endowment trust and agency accounts, non-managed assets$429,000,00014
Other fiduciary accounts, non-managed assets$24,634,000,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$882,833,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$56,000,0009
Individual retirement,health savings and similar accounts, non-managed$28,303,000,0008
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$964,624,000,0007
Managed Assets ($)$188,300,000,0005
Personal trust and agency accounts, managed assets$45,255,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$274,000,00040
Employee benefit-defined benefit accounts, managed assets$7,851,000,0005
Other employee benefit and retirement-related accounts, managed assets$12,393,000,0007
Corporate trust and agency accounts, managed assets$11,763,000,0001
Investment management and investment advisory agency accounts, managed assets$88,830,000,0005
Foundation and endowment trust and agency accounts, managed assets$21,445,000,0005
Other fiduciary accounts, managed assets$489,000,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$12,393,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$776,324,000,0006
Personal trust and agency accounts, non-managed assets$4,635,000,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$196,883,000,0002
Employee benefit-defined benefit accounts, non-managed Assets$88,086,000,0005
Other retirement accounts, non-managed assets$27,910,000,0005
Corporate trust and agency accounts, non-managed assets$433,280,000,0003
Investment management and advisory agency accounts, non-managed assets$919,000,00015
Foundation and endowment trust and agency accounts, non-managed assets$506,000,00013
Other fiduciary accounts, non-managed assets$24,105,000,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$896,508,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$29,000,0009
Individual retirement,health savings and similar accounts, non-managed$27,910,000,0008
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$943,466,000,0006
Managed Assets ($)$175,273,000,0005
Personal trust and agency accounts, managed assets$42,034,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$251,000,00040
Employee benefit-defined benefit accounts, managed assets$7,226,000,0005
Other employee benefit and retirement-related accounts, managed assets$10,724,000,0007
Corporate trust and agency accounts, managed assets$12,506,000,0001
Investment management and investment advisory agency accounts, managed assets$82,515,000,0005
Foundation and endowment trust and agency accounts, managed assets$19,521,000,0005
Other fiduciary accounts, managed assets$496,000,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$10,724,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$768,193,000,0006
Personal trust and agency accounts, non-managed assets$4,414,000,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$185,873,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$85,845,000,0005
Other retirement accounts, non-managed assets$27,745,000,0004
Corporate trust and agency accounts, non-managed assets$439,301,000,0003
Investment management and advisory agency accounts, non-managed assets$810,000,00015
Foundation and endowment trust and agency accounts, non-managed assets$511,000,00012
Other fiduciary accounts, non-managed assets$23,694,000,00010
Memoranda
Custody and safekeeping accounts, non-managed assets$929,528,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$53,000,0009
Individual retirement,health savings and similar accounts, non-managed$27,745,000,0008
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,030,226,000,0006
Managed Assets ($)$197,074,000,0005
Personal trust and agency accounts, managed assets$49,161,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$303,000,00037
Employee benefit-defined benefit accounts, managed assets$8,088,000,0006
Other employee benefit and retirement-related accounts, managed assets$12,356,000,0008
Corporate trust and agency accounts, managed assets$9,709,000,0001
Investment management and investment advisory agency accounts, managed assets$94,278,000,0005
Foundation and endowment trust and agency accounts, managed assets$22,643,000,0005
Other fiduciary accounts, managed assets$536,000,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$12,356,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual funds$2,826,000,00010
Non-managed Assets ($)$833,152,000,0006
Personal trust and agency accounts, non-managed assets$4,792,000,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$220,310,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$92,946,000,0005
Other retirement accounts, non-managed assets$30,760,000,0005
Corporate trust and agency accounts, non-managed assets$453,005,000,0003
Investment management and advisory agency accounts, non-managed assets$931,000,00014
Foundation and endowment trust and agency accounts, non-managed assets$556,000,00012
Other fiduciary accounts, non-managed assets$29,852,000,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$976,978,000,0008
Fiduciary accounts held in foreign offices, non-managed Assets$35,000,0009
Individual retirement,health savings and similar accounts, non-managed$30,760,000,0008
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,013,869,000,0006
Managed Assets ($)$188,474,000,0006
Personal trust and agency accounts, managed assets$47,209,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$336,000,00037
Employee benefit-defined benefit accounts, managed assets$8,017,000,0006
Other employee benefit and retirement-related accounts, managed assets$12,131,000,0008
Corporate trust and agency accounts, managed assets$6,700,000,0001
Investment management and investment advisory agency accounts, managed assets$91,939,000,0006
Foundation and endowment trust and agency accounts, managed assets$21,613,000,0005
Other fiduciary accounts, managed assets$529,000,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$12,131,000,0006
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$825,395,000,0006
Personal trust and agency accounts, non-managed assets$4,713,000,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$214,064,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$92,194,000,0005
Other retirement accounts, non-managed assets$30,460,000,0005
Corporate trust and agency accounts, non-managed assets$452,924,000,0003
Investment management and advisory agency accounts, non-managed assets$930,000,00016
Foundation and endowment trust and agency accounts, non-managed assets$510,000,00012
Other fiduciary accounts, non-managed assets$29,600,000,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$947,180,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$561,000,0009
Individual retirement,health savings and similar accounts, non-managed$30,460,000,0008
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,010,053,000,0006
Managed Assets ($)$186,943,000,0005
Personal trust and agency accounts, managed assets$47,556,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$342,000,00036
Employee benefit-defined benefit accounts, managed assets$7,837,000,0006
Other employee benefit and retirement-related accounts, managed assets$11,691,000,0008
Corporate trust and agency accounts, managed assets$4,976,000,0001
Investment management and investment advisory agency accounts, managed assets$92,197,000,0005
Foundation and endowment trust and agency accounts, managed assets$21,828,000,0005
Other fiduciary accounts, managed assets$516,000,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$11,691,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$823,110,000,0006
Personal trust and agency accounts, non-managed assets$4,708,000,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$216,903,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$90,978,000,0005
Other retirement accounts, non-managed assets$30,215,000,0005
Corporate trust and agency accounts, non-managed assets$449,912,000,0003
Investment management and advisory agency accounts, non-managed assets$983,000,00015
Foundation and endowment trust and agency accounts, non-managed assets$504,000,00013
Other fiduciary accounts, non-managed assets$28,907,000,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$961,218,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$1,845,000,0009
Individual retirement,health savings and similar accounts, non-managed$30,215,000,0008
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$987,404,000,0006
Managed Assets ($)$184,646,000,0005
Personal trust and agency accounts, managed assets$47,623,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$328,000,00037
Employee benefit-defined benefit accounts, managed assets$7,606,000,0006
Other employee benefit and retirement-related accounts, managed assets$11,645,000,0007
Corporate trust and agency accounts, managed assets$3,201,000,0002
Investment management and investment advisory agency accounts, managed assets$92,232,000,0005
Foundation and endowment trust and agency accounts, managed assets$21,508,000,0005
Other fiduciary accounts, managed assets$503,000,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$11,645,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$802,758,000,0006
Personal trust and agency accounts, non-managed assets$4,756,000,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$212,045,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$88,333,000,0005
Other retirement accounts, non-managed assets$29,568,000,0004
Corporate trust and agency accounts, non-managed assets$437,684,000,0003
Investment management and advisory agency accounts, non-managed assets$999,000,00014
Foundation and endowment trust and agency accounts, non-managed assets$519,000,00013
Other fiduciary accounts, non-managed assets$28,854,000,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$931,691,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$820,000,0009
Individual retirement,health savings and similar accounts, non-managed$29,568,000,0007
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$955,736,000,0006
Managed Assets ($)$172,413,000,0005
Personal trust and agency accounts, managed assets$44,346,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$310,000,00038
Employee benefit-defined benefit accounts, managed assets$7,274,000,0006
Other employee benefit and retirement-related accounts, managed assets$11,191,000,0007
Corporate trust and agency accounts, managed assets$1,703,000,0003
Investment management and investment advisory agency accounts, managed assets$86,970,000,0005
Foundation and endowment trust and agency accounts, managed assets$20,146,000,0004
Other fiduciary accounts, managed assets$473,000,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$11,191,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual funds$2,952,000,0009
Non-managed Assets ($)$783,323,000,0006
Personal trust and agency accounts, non-managed assets$4,786,000,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$201,371,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$86,446,000,0005
Other retirement accounts, non-managed assets$29,110,000,0004
Corporate trust and agency accounts, non-managed assets$433,263,000,0003
Investment management and advisory agency accounts, non-managed assets$909,000,00015
Foundation and endowment trust and agency accounts, non-managed assets$505,000,00013
Other fiduciary accounts, non-managed assets$26,933,000,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$888,561,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$836,000,0009
Individual retirement,health savings and similar accounts, non-managed$29,110,000,0007
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,007,204,000,0006
Managed Assets ($)$186,188,000,0005
Personal trust and agency accounts, managed assets$48,671,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$340,000,00037
Employee benefit-defined benefit accounts, managed assets$7,941,000,0006
Other employee benefit and retirement-related accounts, managed assets$12,264,000,0008
Corporate trust and agency accounts, managed assets$353,000,0009
Investment management and investment advisory agency accounts, managed assets$94,188,000,0005
Foundation and endowment trust and agency accounts, managed assets$21,935,000,0004
Other fiduciary accounts, managed assets$496,000,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$12,264,000,0006
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$821,016,000,0006
Personal trust and agency accounts, non-managed assets$5,016,000,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$222,023,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$95,309,000,0005
Other retirement accounts, non-managed assets$30,970,000,0005
Corporate trust and agency accounts, non-managed assets$438,439,000,0003
Investment management and advisory agency accounts, non-managed assets$999,000,00014
Foundation and endowment trust and agency accounts, non-managed assets$534,000,00012
Other fiduciary accounts, non-managed assets$27,726,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$927,256,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$940,000,0009
Individual retirement,health savings and similar accounts, non-managed$30,970,000,0007
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,012,322,000,0007
Managed Assets ($)$183,514,000,0005
Personal trust and agency accounts, managed assets$48,225,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$334,000,00038
Employee benefit-defined benefit accounts, managed assets$7,835,000,0006
Other employee benefit and retirement-related accounts, managed assets$12,182,000,0008
Corporate trust and agency accounts, managed assets$314,000,00010
Investment management and investment advisory agency accounts, managed assets$92,468,000,0005
Foundation and endowment trust and agency accounts, managed assets$21,714,000,0003
Other fiduciary accounts, managed assets$442,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$12,182,000,0006
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$828,808,000,0006
Personal trust and agency accounts, non-managed assets$5,238,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$216,772,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$93,484,000,0005
Other retirement accounts, non-managed assets$30,012,000,0005
Corporate trust and agency accounts, non-managed assets$453,127,000,0003
Investment management and advisory agency accounts, non-managed assets$984,000,00013
Foundation and endowment trust and agency accounts, non-managed assets$542,000,00012
Other fiduciary accounts, non-managed assets$28,649,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$901,788,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$853,000,0009
Individual retirement,health savings and similar accounts, non-managed$30,012,000,0006
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,022,322,000,0006
Managed Assets ($)$183,575,000,0005
Personal trust and agency accounts, managed assets$49,186,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$362,000,00033
Employee benefit-defined benefit accounts, managed assets$7,895,000,0006
Other employee benefit and retirement-related accounts, managed assets$12,250,000,0008
Corporate trust and agency accounts, managed assets$303,000,00011
Investment management and investment advisory agency accounts, managed assets$91,482,000,0005
Foundation and endowment trust and agency accounts, managed assets$21,666,000,0003
Other fiduciary accounts, managed assets$431,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$12,250,000,0006
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$838,747,000,0006
Personal trust and agency accounts, non-managed assets$5,316,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$215,983,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$93,819,000,0005
Other retirement accounts, non-managed assets$29,958,000,0005
Corporate trust and agency accounts, non-managed assets$460,183,000,0003
Investment management and advisory agency accounts, non-managed assets$1,001,000,00014
Foundation and endowment trust and agency accounts, non-managed assets$545,000,00012
Other fiduciary accounts, non-managed assets$31,942,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$886,719,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$895,000,0009
Individual retirement,health savings and similar accounts, non-managed$29,958,000,0006
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,046,859,000,0005
Managed Assets ($)$186,379,000,0005
Personal trust and agency accounts, managed assets$50,882,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$402,000,00030
Employee benefit-defined benefit accounts, managed assets$8,036,000,0005
Other employee benefit and retirement-related accounts, managed assets$12,490,000,0008
Corporate trust and agency accounts, managed assets$225,000,00011
Investment management and investment advisory agency accounts, managed assets$92,033,000,0005
Foundation and endowment trust and agency accounts, managed assets$21,869,000,0003
Other fiduciary accounts, managed assets$442,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$12,490,000,0006
Investments of managed fiduciary accts in advised or sponsored mutual funds$3,802,000,00010
Non-managed Assets ($)$860,480,000,0006
Personal trust and agency accounts, non-managed assets$5,353,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$220,314,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$93,388,000,0005
Other retirement accounts, non-managed assets$29,863,000,0005
Corporate trust and agency accounts, non-managed assets$478,449,000,0003
Investment management and advisory agency accounts, non-managed assets$967,000,00014
Foundation and endowment trust and agency accounts, non-managed assets$536,000,00012
Other fiduciary accounts, non-managed assets$31,610,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$885,172,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$1,186,000,0009
Individual retirement,health savings and similar accounts, non-managed$29,863,000,0006
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,027,719,000,0005
Managed Assets ($)$182,261,000,0005
Personal trust and agency accounts, managed assets$50,157,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$395,000,00030
Employee benefit-defined benefit accounts, managed assets$7,862,000,0005
Other employee benefit and retirement-related accounts, managed assets$12,407,000,0008
Corporate trust and agency accounts, managed assets$1,212,000,0006
Investment management and investment advisory agency accounts, managed assets$88,534,000,0005
Foundation and endowment trust and agency accounts, managed assets$21,258,000,0003
Other fiduciary accounts, managed assets$436,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$12,407,000,0006
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$845,458,000,0006
Personal trust and agency accounts, non-managed assets$5,280,000,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$210,946,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$91,929,000,0005
Other retirement accounts, non-managed assets$28,170,000,0005
Corporate trust and agency accounts, non-managed assets$474,070,000,0003
Investment management and advisory agency accounts, non-managed assets$901,000,00013
Foundation and endowment trust and agency accounts, non-managed assets$544,000,00012
Other fiduciary accounts, non-managed assets$33,618,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$841,185,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$1,860,000,0009
Individual retirement,health savings and similar accounts, non-managed$28,170,000,0006
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,016,374,000,0005
Managed Assets ($)$176,011,000,0005
Personal trust and agency accounts, managed assets$49,655,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$368,000,00030
Employee benefit-defined benefit accounts, managed assets$7,862,000,0005
Other employee benefit and retirement-related accounts, managed assets$12,048,000,0008
Corporate trust and agency accounts, managed assets$388,000,0009
Investment management and investment advisory agency accounts, managed assets$84,501,000,0005
Foundation and endowment trust and agency accounts, managed assets$20,765,000,0003
Other fiduciary accounts, managed assets$424,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$12,048,000,0006
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$840,363,000,0005
Personal trust and agency accounts, non-managed assets$5,489,000,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$205,692,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$90,244,000,0005
Other retirement accounts, non-managed assets$26,670,000,0005
Corporate trust and agency accounts, non-managed assets$476,502,000,0003
Investment management and advisory agency accounts, non-managed assets$854,000,00012
Foundation and endowment trust and agency accounts, non-managed assets$553,000,00012
Other fiduciary accounts, non-managed assets$34,359,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$848,422,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$1,161,000,0009
Individual retirement,health savings and similar accounts, non-managed$26,670,000,0006
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,021,066,000,0005
Managed Assets ($)$173,811,000,0005
Personal trust and agency accounts, managed assets$49,232,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$368,000,00031
Employee benefit-defined benefit accounts, managed assets$7,801,000,0005
Other employee benefit and retirement-related accounts, managed assets$7,674,000,0009
Corporate trust and agency accounts, managed assets$364,000,00010
Investment management and investment advisory agency accounts, managed assets$83,323,000,0005
Foundation and endowment trust and agency accounts, managed assets$20,481,000,0003
Other fiduciary accounts, managed assets$4,568,000,0003
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$7,674,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$847,255,000,0004
Personal trust and agency accounts, non-managed assets$5,673,000,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$200,721,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$86,903,000,0005
Other retirement accounts, non-managed assets$3,620,000,00012
Corporate trust and agency accounts, non-managed assets$492,861,000,0003
Investment management and advisory agency accounts, non-managed assets$1,025,000,0009
Foundation and endowment trust and agency accounts, non-managed assets$520,000,00012
Other fiduciary accounts, non-managed assets$55,932,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$748,390,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$2,032,000,0009
Individual retirement,health savings and similar accounts, non-managed$3,620,000,00014
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,002,904,000,0005
Managed Assets ($)$169,990,000,0005
Personal trust and agency accounts, managed assets$48,193,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$364,000,00030
Employee benefit-defined benefit accounts, managed assets$7,892,000,0005
Other employee benefit and retirement-related accounts, managed assets$7,493,000,0009
Corporate trust and agency accounts, managed assets$1,458,000,0005
Investment management and investment advisory agency accounts, managed assets$80,458,000,0005
Foundation and endowment trust and agency accounts, managed assets$19,648,000,0003
Other fiduciary accounts, managed assets$4,484,000,0003
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$7,493,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual funds$4,046,000,0008
Non-managed Assets ($)$832,914,000,0004
Personal trust and agency accounts, non-managed assets$5,521,000,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$191,462,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$85,427,000,0005
Other retirement accounts, non-managed assets$3,583,000,00012
Corporate trust and agency accounts, non-managed assets$491,493,000,0003
Investment management and advisory agency accounts, non-managed assets$992,000,0008
Foundation and endowment trust and agency accounts, non-managed assets$509,000,00011
Other fiduciary accounts, non-managed assets$53,927,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$729,003,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$2,410,000,0009
Individual retirement,health savings and similar accounts, non-managed$3,584,000,00015
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,019,635,000,0004
Managed Assets ($)$169,376,000,0004
Personal trust and agency accounts, managed assets$48,533,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$360,000,00031
Employee benefit-defined benefit accounts, managed assets$7,399,000,0006
Other employee benefit and retirement-related accounts, managed assets$7,522,000,0009
Corporate trust and agency accounts, managed assets$651,000,0008
Investment management and investment advisory agency accounts, managed assets$80,628,000,0005
Foundation and endowment trust and agency accounts, managed assets$19,608,000,0003
Other fiduciary accounts, managed assets$4,675,000,0003
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$7,522,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$850,259,000,0004
Personal trust and agency accounts, non-managed assets$5,266,000,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$186,876,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$88,177,000,0005
Other retirement accounts, non-managed assets$3,611,000,00012
Corporate trust and agency accounts, non-managed assets$510,508,000,0003
Investment management and advisory agency accounts, non-managed assets$930,000,00010
Foundation and endowment trust and agency accounts, non-managed assets$508,000,00012
Other fiduciary accounts, non-managed assets$54,383,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$701,186,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$2,373,000,0009
Individual retirement,health savings and similar accounts, non-managed$4,396,000,00014
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,021,977,000,0004
Managed Assets ($)$165,315,000,0004
Personal trust and agency accounts, managed assets$48,064,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$358,000,00031
Employee benefit-defined benefit accounts, managed assets$7,241,000,0005
Other employee benefit and retirement-related accounts, managed assets$7,262,000,0009
Corporate trust and agency accounts, managed assets$737,000,0007
Investment management and investment advisory agency accounts, managed assets$78,518,000,0005
Foundation and endowment trust and agency accounts, managed assets$18,845,000,0003
Other fiduciary accounts, managed assets$4,290,000,0003
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$7,262,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$856,662,000,0004
Personal trust and agency accounts, non-managed assets$5,043,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$184,068,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$84,102,000,0005
Other retirement accounts, non-managed assets$3,570,000,00011
Corporate trust and agency accounts, non-managed assets$524,066,000,0003
Investment management and advisory agency accounts, non-managed assets$936,000,0008
Foundation and endowment trust and agency accounts, non-managed assets$558,000,00011
Other fiduciary accounts, non-managed assets$54,319,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$690,822,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$2,277,000,0009
Individual retirement,health savings and similar accounts, non-managed$5,647,000,00012
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,011,352,000,0004
Managed Assets ($)$164,627,000,0004
Personal trust and agency accounts, managed assets$47,956,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$322,000,00036
Employee benefit-defined benefit accounts, managed assets$7,031,000,0006
Other employee benefit and retirement-related accounts, managed assets$7,132,000,0009
Corporate trust and agency accounts, managed assets$1,272,000,0005
Investment management and investment advisory agency accounts, managed assets$77,878,000,0005
Foundation and endowment trust and agency accounts, managed assets$18,821,000,0004
Other fiduciary accounts, managed assets$4,215,000,0003
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$7,131,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$846,725,000,0004
Personal trust and agency accounts, non-managed assets$5,141,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$179,699,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$81,449,000,0005
Other retirement accounts, non-managed assets$3,497,000,00011
Corporate trust and agency accounts, non-managed assets$523,401,000,0003
Investment management and advisory agency accounts, non-managed assets$949,000,0008
Foundation and endowment trust and agency accounts, non-managed assets$594,000,00011
Other fiduciary accounts, non-managed assets$51,995,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$649,562,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$2,645,000,0009
Individual retirement,health savings and similar accounts, non-managed$5,521,000,00012
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,033,744,000,0004
Managed Assets ($)$163,011,000,0004
Personal trust and agency accounts, managed assets$47,869,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$325,000,00034
Employee benefit-defined benefit accounts, managed assets$6,763,000,0006
Other employee benefit and retirement-related accounts, managed assets$7,143,000,0008
Corporate trust and agency accounts, managed assets$1,530,000,0004
Investment management and investment advisory agency accounts, managed assets$76,684,000,0005
Foundation and endowment trust and agency accounts, managed assets$18,593,000,0004
Other fiduciary accounts, managed assets$4,104,000,0004
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$7,143,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual funds$4,691,000,0008
Non-managed Assets ($)$870,733,000,0004
Personal trust and agency accounts, non-managed assets$5,303,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$183,179,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$82,616,000,0005
Other retirement accounts, non-managed assets$3,610,000,00011
Corporate trust and agency accounts, non-managed assets$542,718,000,0003
Investment management and advisory agency accounts, non-managed assets$783,000,00012
Foundation and endowment trust and agency accounts, non-managed assets$629,000,00011
Other fiduciary accounts, non-managed assets$51,895,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$658,586,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$4,057,000,0009
Individual retirement,health savings and similar accounts, non-managed$5,370,000,00012
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,036,933,000,0004
Managed Assets ($)$159,274,000,0004
Personal trust and agency accounts, managed assets$46,924,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$317,000,00034
Employee benefit-defined benefit accounts, managed assets$6,676,000,0006
Other employee benefit and retirement-related accounts, managed assets$7,403,000,0008
Corporate trust and agency accounts, managed assets$660,000,0008
Investment management and investment advisory agency accounts, managed assets$75,116,000,0005
Foundation and endowment trust and agency accounts, managed assets$18,081,000,0004
Other fiduciary accounts, managed assets$4,097,000,0004
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$7,403,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$877,659,000,0004
Personal trust and agency accounts, non-managed assets$5,302,000,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$179,512,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$82,770,000,0005
Other retirement accounts, non-managed assets$3,173,000,00013
Corporate trust and agency accounts, non-managed assets$552,809,000,0003
Investment management and advisory agency accounts, non-managed assets$782,000,00011
Foundation and endowment trust and agency accounts, non-managed assets$559,000,00011
Other fiduciary accounts, non-managed assets$52,752,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$633,910,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$6,803,000,0008
Individual retirement,health savings and similar accounts, non-managed$4,851,000,00013
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,056,661,000,0005
Managed Assets ($)$175,132,000,0004
Personal trust and agency accounts, managed assets$50,123,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$338,000,00034
Employee benefit-defined benefit accounts, managed assets$16,008,000,0003
Other employee benefit and retirement-related accounts, managed assets$7,826,000,0009
Corporate trust and agency accounts, managed assets$623,000,0008
Investment management and investment advisory agency accounts, managed assets$76,776,000,0005
Foundation and endowment trust and agency accounts, managed assets$19,208,000,0004
Other fiduciary accounts, managed assets$4,230,000,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$7,826,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$881,529,000,0004
Personal trust and agency accounts, non-managed assets$5,493,000,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$188,562,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$76,250,000,0005
Other retirement accounts, non-managed assets$3,368,000,00012
Corporate trust and agency accounts, non-managed assets$553,264,000,0003
Investment management and advisory agency accounts, non-managed assets$910,000,00010
Foundation and endowment trust and agency accounts, non-managed assets$588,000,00012
Other fiduciary accounts, non-managed assets$53,094,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$645,301,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$472,000,0009
Individual retirement,health savings and similar accounts, non-managed$5,042,000,00012
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,125,233,000,0005
Managed Assets ($)$179,820,000,0004
Personal trust and agency accounts, managed assets$51,119,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$384,000,00030
Employee benefit-defined benefit accounts, managed assets$16,775,000,0003
Other employee benefit and retirement-related accounts, managed assets$7,867,000,0008
Corporate trust and agency accounts, managed assets$718,000,0008
Investment management and investment advisory agency accounts, managed assets$76,526,000,0005
Foundation and endowment trust and agency accounts, managed assets$19,495,000,0004
Other fiduciary accounts, managed assets$6,936,000,0004
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$7,867,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$945,413,000,0004
Personal trust and agency accounts, non-managed assets$5,735,000,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$187,459,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$77,681,000,0005
Other retirement accounts, non-managed assets$4,945,000,00012
Corporate trust and agency accounts, non-managed assets$560,251,000,0003
Investment management and advisory agency accounts, non-managed assets$963,000,0008
Foundation and endowment trust and agency accounts, non-managed assets$682,000,00011
Other fiduciary accounts, non-managed assets$107,697,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$719,366,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$117,000,0009
Individual retirement,health savings and similar accounts, non-managed$6,565,000,00014
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,123,067,000,0005
Managed Assets ($)$178,012,000,0004
Personal trust and agency accounts, managed assets$51,029,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$392,000,00029
Employee benefit-defined benefit accounts, managed assets$16,178,000,0003
Other employee benefit and retirement-related accounts, managed assets$7,685,000,0008
Corporate trust and agency accounts, managed assets$665,000,0008
Investment management and investment advisory agency accounts, managed assets$75,437,000,0005
Foundation and endowment trust and agency accounts, managed assets$19,538,000,0004
Other fiduciary accounts, managed assets$7,088,000,0004
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$7,685,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual funds$5,425,000,0008
Non-managed Assets ($)$945,055,000,0004
Personal trust and agency accounts, non-managed assets$5,746,000,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$181,426,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$75,791,000,0005
Other retirement accounts, non-managed assets$5,384,000,00012
Corporate trust and agency accounts, non-managed assets$570,827,000,0002
Investment management and advisory agency accounts, non-managed assets$388,000,00013
Foundation and endowment trust and agency accounts, non-managed assets$550,000,00013
Other fiduciary accounts, non-managed assets$104,943,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$717,521,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$77,000,0009
Individual retirement,health savings and similar accounts, non-managed$6,729,000,00014
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,121,112,000,0005
Managed Assets ($)$174,518,000,0004
Personal trust and agency accounts, managed assets$50,838,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$385,000,00029
Employee benefit-defined benefit accounts, managed assets$15,872,000,0003
Other employee benefit and retirement-related accounts, managed assets$7,586,000,0008
Corporate trust and agency accounts, managed assets$752,000,0008
Investment management and investment advisory agency accounts, managed assets$73,471,000,0005
Foundation and endowment trust and agency accounts, managed assets$18,862,000,0004
Other fiduciary accounts, managed assets$6,752,000,0004
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$7,586,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$946,594,000,0004
Personal trust and agency accounts, non-managed assets$6,054,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$178,606,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$79,776,000,0005
Other retirement accounts, non-managed assets$5,761,000,00012
Corporate trust and agency accounts, non-managed assets$576,079,000,0002
Investment management and advisory agency accounts, non-managed assets$319,000,00017
Foundation and endowment trust and agency accounts, non-managed assets$524,000,00013
Other fiduciary accounts, non-managed assets$99,475,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$678,474,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$687,000,0009
Individual retirement,health savings and similar accounts, non-managed$7,053,000,00014
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,126,064,000,0005
Managed Assets ($)$176,072,000,0005
Personal trust and agency accounts, managed assets$52,442,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$397,000,00026
Employee benefit-defined benefit accounts, managed assets$16,128,000,0003
Other employee benefit and retirement-related accounts, managed assets$7,648,000,0008
Corporate trust and agency accounts, managed assets$672,000,0008
Investment management and investment advisory agency accounts, managed assets$73,109,000,0005
Foundation and endowment trust and agency accounts, managed assets$18,918,000,0004
Other fiduciary accounts, managed assets$6,758,000,0004
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$7,648,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$949,992,000,0004
Personal trust and agency accounts, non-managed assets$5,734,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$182,224,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$78,148,000,0005
Other retirement accounts, non-managed assets$6,384,000,00012
Corporate trust and agency accounts, non-managed assets$575,176,000,0002
Investment management and advisory agency accounts, non-managed assets$299,000,00017
Foundation and endowment trust and agency accounts, non-managed assets$518,000,00013
Other fiduciary accounts, non-managed assets$101,509,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$675,237,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$18,000,0009
Individual retirement,health savings and similar accounts, non-managed$7,664,000,00014
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,105,550,000,0006
Managed Assets ($)$172,510,000,0005
Personal trust and agency accounts, managed assets$52,797,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$407,000,00028
Employee benefit-defined benefit accounts, managed assets$15,814,000,0003
Other employee benefit and retirement-related accounts, managed assets$7,380,000,0008
Corporate trust and agency accounts, managed assets$420,000,0008
Investment management and investment advisory agency accounts, managed assets$70,103,000,0005
Foundation and endowment trust and agency accounts, managed assets$18,683,000,0004
Other fiduciary accounts, managed assets$6,906,000,0004
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$7,380,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$933,040,000,0005
Personal trust and agency accounts, non-managed assets$4,764,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$177,364,000,0004
Employee benefit-defined benefit accounts, non-managed Assets$76,295,000,0005
Other retirement accounts, non-managed assets$3,798,000,00014
Corporate trust and agency accounts, non-managed assets$571,973,000,0002
Investment management and advisory agency accounts, non-managed assets$254,000,00017
Foundation and endowment trust and agency accounts, non-managed assets$592,000,00013
Other fiduciary accounts, non-managed assets$98,000,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$666,061,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$10,000,0009
Individual retirement,health savings and similar accounts, non-managed$5,029,000,00015
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,090,650,000,0006
Managed Assets ($)$171,192,000,0005
Personal trust and agency accounts, managed assets$52,979,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$434,000,00026
Employee benefit-defined benefit accounts, managed assets$15,643,000,0003
Other employee benefit and retirement-related accounts, managed assets$7,254,000,0008
Corporate trust and agency accounts, managed assets$628,000,0007
Investment management and investment advisory agency accounts, managed assets$69,065,000,0005
Foundation and endowment trust and agency accounts, managed assets$18,481,000,0004
Other fiduciary accounts, managed assets$6,708,000,0003
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$7,254,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual funds$5,496,000,0007
Non-managed Assets ($)$919,458,000,0005
Personal trust and agency accounts, non-managed assets$4,646,000,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$172,296,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$75,653,000,0005
Other retirement accounts, non-managed assets$4,098,000,00013
Corporate trust and agency accounts, non-managed assets$564,670,000,0002
Investment management and advisory agency accounts, non-managed assets$214,000,00019
Foundation and endowment trust and agency accounts, non-managed assets$585,000,00013
Other fiduciary accounts, non-managed assets$97,296,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$653,148,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$11,000,0009
Individual retirement,health savings and similar accounts, non-managed$5,161,000,00015
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,070,508,000,0006
Managed Assets ($)$165,995,000,0005
Personal trust and agency accounts, managed assets$52,152,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$464,000,00024
Employee benefit-defined benefit accounts, managed assets$15,580,000,0003
Other employee benefit and retirement-related accounts, managed assets$6,951,000,0008
Corporate trust and agency accounts, managed assets$789,000,0007
Investment management and investment advisory agency accounts, managed assets$68,766,000,0005
Foundation and endowment trust and agency accounts, managed assets$14,839,000,0004
Other fiduciary accounts, managed assets$6,454,000,0003
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$6,951,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$904,513,000,0005
Personal trust and agency accounts, non-managed assets$4,207,000,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$166,713,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$72,837,000,0005
Other retirement accounts, non-managed assets$4,615,000,00014
Corporate trust and agency accounts, non-managed assets$560,687,000,0002
Investment management and advisory agency accounts, non-managed assets$247,000,00015
Foundation and endowment trust and agency accounts, non-managed assets$1,553,000,0009
Other fiduciary accounts, non-managed assets$93,654,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$622,255,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$8,000,0009
Individual retirement,health savings and similar accounts, non-managed$5,627,000,00016
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,066,769,000,0006
Managed Assets ($)$162,602,000,0005
Personal trust and agency accounts, managed assets$52,040,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$416,000,00025
Employee benefit-defined benefit accounts, managed assets$15,303,000,0003
Other employee benefit and retirement-related accounts, managed assets$6,644,000,0008
Corporate trust and agency accounts, managed assets$806,000,0007
Investment management and investment advisory agency accounts, managed assets$66,625,000,0005
Foundation and endowment trust and agency accounts, managed assets$14,467,000,0004
Other fiduciary accounts, managed assets$6,301,000,0003
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$6,644,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$904,167,000,0005
Personal trust and agency accounts, non-managed assets$4,132,000,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$159,322,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$70,576,000,0005
Other retirement accounts, non-managed assets$5,082,000,00014
Corporate trust and agency accounts, non-managed assets$565,930,000,0002
Investment management and advisory agency accounts, non-managed assets$207,000,00019
Foundation and endowment trust and agency accounts, non-managed assets$1,637,000,0008
Other fiduciary accounts, non-managed assets$97,281,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$619,849,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$6,000,0009
Individual retirement,health savings and similar accounts, non-managed$6,059,000,00015
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,088,121,000,0005
Managed Assets ($)$164,968,000,0005
Personal trust and agency accounts, managed assets$53,121,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$477,000,00023
Employee benefit-defined benefit accounts, managed assets$16,537,000,0003
Other employee benefit and retirement-related accounts, managed assets$6,698,000,0008
Corporate trust and agency accounts, managed assets$783,000,0007
Investment management and investment advisory agency accounts, managed assets$67,435,000,0006
Foundation and endowment trust and agency accounts, managed assets$14,529,000,0004
Other fiduciary accounts, managed assets$5,388,000,0003
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$6,698,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$923,153,000,0005
Personal trust and agency accounts, non-managed assets$4,160,000,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$159,474,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$71,663,000,0005
Other retirement accounts, non-managed assets$4,486,000,00014
Corporate trust and agency accounts, non-managed assets$588,727,000,0002
Investment management and advisory agency accounts, non-managed assets$147,000,00024
Foundation and endowment trust and agency accounts, non-managed assets$1,597,000,0008
Other fiduciary accounts, non-managed assets$92,899,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$631,672,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$15,000,0009
Individual retirement,health savings and similar accounts, non-managed$5,431,000,00015
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,080,649,000,0005
Managed Assets ($)$159,716,000,0005
Personal trust and agency accounts, managed assets$51,998,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$475,000,00022
Employee benefit-defined benefit accounts, managed assets$16,292,000,0003
Other employee benefit and retirement-related accounts, managed assets$6,456,000,0007
Corporate trust and agency accounts, managed assets$641,000,0007
Investment management and investment advisory agency accounts, managed assets$64,597,000,0006
Foundation and endowment trust and agency accounts, managed assets$13,957,000,0004
Other fiduciary accounts, managed assets$5,300,000,0003
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$6,456,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual funds$6,063,000,0007
Non-managed Assets ($)$920,933,000,0005
Personal trust and agency accounts, non-managed assets$4,062,000,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$150,560,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$68,300,000,0005
Other retirement accounts, non-managed assets$4,811,000,00014
Corporate trust and agency accounts, non-managed assets$603,174,000,0002
Investment management and advisory agency accounts, non-managed assets$209,000,00018
Foundation and endowment trust and agency accounts, non-managed assets$1,544,000,0008
Other fiduciary accounts, non-managed assets$88,273,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$598,145,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$17,000,0009
Individual retirement,health savings and similar accounts, non-managed$5,620,000,00015
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,085,613,000,0005
Managed Assets ($)$159,432,000,0005
Personal trust and agency accounts, managed assets$52,155,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$531,000,00022
Employee benefit-defined benefit accounts, managed assets$16,515,000,0003
Other employee benefit and retirement-related accounts, managed assets$6,475,000,0008
Corporate trust and agency accounts, managed assets$533,000,0007
Investment management and investment advisory agency accounts, managed assets$64,351,000,0006
Foundation and endowment trust and agency accounts, managed assets$13,581,000,0005
Other fiduciary accounts, managed assets$5,291,000,0004
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$6,475,000,0006
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$926,181,000,0005
Personal trust and agency accounts, non-managed assets$3,962,000,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$145,824,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$67,064,000,0005
Other retirement accounts, non-managed assets$5,074,000,00014
Corporate trust and agency accounts, non-managed assets$613,944,000,0002
Investment management and advisory agency accounts, non-managed assets$204,000,00017
Foundation and endowment trust and agency accounts, non-managed assets$1,539,000,0006
Other fiduciary accounts, non-managed assets$88,570,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$579,012,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$29,000,0009
Individual retirement,health savings and similar accounts, non-managed$5,854,000,00014
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,088,164,000,0005
Managed Assets ($)$165,817,000,0005
Personal trust and agency accounts, managed assets$51,502,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$526,000,00023
Employee benefit-defined benefit accounts, managed assets$15,688,000,0003
Other employee benefit and retirement-related accounts, managed assets$6,232,000,0006
Corporate trust and agency accounts, managed assets$505,000,0007
Investment management and investment advisory agency accounts, managed assets$63,687,000,0005
Foundation and endowment trust and agency accounts, managed assets$13,250,000,0004
Other fiduciary accounts, managed assets$14,427,000,0003
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$6,232,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$922,347,000,0005
Personal trust and agency accounts, non-managed assets$3,801,000,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$140,594,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$64,075,000,0005
Other retirement accounts, non-managed assets$5,357,000,00013
Corporate trust and agency accounts, non-managed assets$619,001,000,0002
Investment management and advisory agency accounts, non-managed assets$202,000,00016
Foundation and endowment trust and agency accounts, non-managed assets$1,490,000,0006
Other fiduciary accounts, non-managed assets$87,827,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$563,128,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$4,000,0009
Individual retirement,health savings and similar accounts, non-managed$6,116,000,00013
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,105,905,000,0005
Managed Assets ($)$169,727,000,0005
Personal trust and agency accounts, managed assets$53,319,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$591,000,00023
Employee benefit-defined benefit accounts, managed assets$15,271,000,0003
Other employee benefit and retirement-related accounts, managed assets$6,499,000,0006
Corporate trust and agency accounts, managed assets$527,000,0007
Investment management and investment advisory agency accounts, managed assets$64,629,000,0005
Foundation and endowment trust and agency accounts, managed assets$13,451,000,0004
Other fiduciary accounts, managed assets$15,440,000,0003
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$6,499,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$936,178,000,0005
Personal trust and agency accounts, non-managed assets$4,048,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$145,772,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$64,779,000,0005
Other retirement accounts, non-managed assets$4,580,000,00013
Corporate trust and agency accounts, non-managed assets$625,902,000,0002
Investment management and advisory agency accounts, non-managed assets$215,000,00018
Foundation and endowment trust and agency accounts, non-managed assets$1,580,000,0007
Other fiduciary accounts, non-managed assets$89,302,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$550,771,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$8,000,0008
Individual retirement,health savings and similar accounts, non-managed$5,314,000,00013
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,079,713,000,0005
Managed Assets ($)$162,714,000,0004
Personal trust and agency accounts, managed assets$52,263,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$555,000,00021
Employee benefit-defined benefit accounts, managed assets$14,612,000,0003
Other employee benefit and retirement-related accounts, managed assets$6,175,000,0005
Corporate trust and agency accounts, managed assets$581,000,0007
Investment management and investment advisory agency accounts, managed assets$61,451,000,0005
Foundation and endowment trust and agency accounts, managed assets$12,468,000,0004
Other fiduciary accounts, managed assets$14,609,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$6,175,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual funds$6,911,000,0007
Non-managed Assets ($)$916,999,000,0005
Personal trust and agency accounts, non-managed assets$3,820,000,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$134,019,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$58,219,000,0005
Other retirement accounts, non-managed assets$4,956,000,00011
Corporate trust and agency accounts, non-managed assets$630,185,000,0003
Investment management and advisory agency accounts, non-managed assets$223,000,00014
Foundation and endowment trust and agency accounts, non-managed assets$1,662,000,0005
Other fiduciary accounts, non-managed assets$83,915,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$556,066,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$7,000,0008
Individual retirement,health savings and similar accounts, non-managed$5,571,000,00012
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,059,496,000,0005
Managed Assets ($)$154,978,000,0004
Personal trust and agency accounts, managed assets$50,666,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$569,000,00020
Employee benefit-defined benefit accounts, managed assets$14,530,000,0003
Other employee benefit and retirement-related accounts, managed assets$6,056,000,0004
Corporate trust and agency accounts, managed assets$353,000,0009
Investment management and investment advisory agency accounts, managed assets$58,065,000,0004
Foundation and endowment trust and agency accounts, managed assets$11,293,000,0004
Other fiduciary accounts, managed assets$13,446,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$6,056,000,0004
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$904,518,000,0005
Personal trust and agency accounts, non-managed assets$3,743,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$128,308,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$55,317,000,0005
Other retirement accounts, non-managed assets$5,224,000,00012
Corporate trust and agency accounts, non-managed assets$627,130,000,0003
Investment management and advisory agency accounts, non-managed assets$235,000,00012
Foundation and endowment trust and agency accounts, non-managed assets$1,688,000,0004
Other fiduciary accounts, non-managed assets$82,873,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$521,128,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$8,000,0008
Individual retirement,health savings and similar accounts, non-managed$5,813,000,00011
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,064,051,000,0005
Managed Assets ($)$169,958,000,0004
Personal trust and agency accounts, managed assets$56,714,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$694,000,00016
Employee benefit-defined benefit accounts, managed assets$15,796,000,0003
Other employee benefit and retirement-related accounts, managed assets$6,709,000,0004
Corporate trust and agency accounts, managed assets$374,000,0009
Investment management and investment advisory agency accounts, managed assets$62,662,000,0004
Foundation and endowment trust and agency accounts, managed assets$12,087,000,0004
Other fiduciary accounts, managed assets$14,922,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$6,709,000,0004
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$894,093,000,0005
Personal trust and agency accounts, non-managed assets$3,953,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$140,698,000,0004
Employee benefit-defined benefit accounts, non-managed Assets$57,639,000,0005
Other retirement accounts, non-managed assets$6,085,000,00012
Corporate trust and agency accounts, non-managed assets$626,126,000,0002
Investment management and advisory agency accounts, non-managed assets$280,000,0008
Foundation and endowment trust and agency accounts, non-managed assets$1,972,000,0005
Other fiduciary accounts, non-managed assets$57,340,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$537,231,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$8,000,0008
Individual retirement,health savings and similar accounts, non-managed$6,681,000,00011
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,036,636,000,0005
Managed Assets ($)$169,020,000,0004
Personal trust and agency accounts, managed assets$57,555,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$742,000,00016
Employee benefit-defined benefit accounts, managed assets$15,633,000,0003
Other employee benefit and retirement-related accounts, managed assets$6,688,000,0004
Corporate trust and agency accounts, managed assets$395,000,00010
Investment management and investment advisory agency accounts, managed assets$61,285,000,0004
Foundation and endowment trust and agency accounts, managed assets$11,875,000,0004
Other fiduciary accounts, managed assets$14,847,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$6,688,000,0004
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$867,616,000,0005
Personal trust and agency accounts, non-managed assets$4,094,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$141,398,000,0004
Employee benefit-defined benefit accounts, non-managed Assets$54,721,000,0005
Other retirement accounts, non-managed assets$5,658,000,00012
Corporate trust and agency accounts, non-managed assets$607,843,000,0002
Investment management and advisory agency accounts, non-managed assets$326,000,0007
Foundation and endowment trust and agency accounts, non-managed assets$2,009,000,0005
Other fiduciary accounts, non-managed assets$51,567,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$536,002,000,0008
Fiduciary accounts held in foreign offices, non-managed Assets$11,000,0008
Individual retirement,health savings and similar accounts, non-managed$6,239,000,00011
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,006,822,000,0006
Managed Assets ($)$168,330,000,0004
Personal trust and agency accounts, managed assets$59,771,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$733,000,00015
Employee benefit-defined benefit accounts, managed assets$14,826,000,0004
Other employee benefit and retirement-related accounts, managed assets$6,483,000,0004
Corporate trust and agency accounts, managed assets$1,710,000,0004
Investment management and investment advisory agency accounts, managed assets$60,468,000,0004
Foundation and endowment trust and agency accounts, managed assets$9,328,000,0004
Other fiduciary accounts, managed assets$15,011,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$6,483,000,0004
Investments of managed fiduciary accts in advised or sponsored mutual funds$7,949,000,0009
Non-managed Assets ($)$838,492,000,0006
Personal trust and agency accounts, non-managed assets$4,204,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$129,240,000,0004
Employee benefit-defined benefit accounts, non-managed Assets$51,344,000,0006
Other retirement accounts, non-managed assets$5,383,000,00012
Corporate trust and agency accounts, non-managed assets$595,907,000,0003
Investment management and advisory agency accounts, non-managed assets$695,000,0006
Foundation and endowment trust and agency accounts, non-managed assets$1,691,000,0005
Other fiduciary accounts, non-managed assets$50,028,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$525,470,000,0008
Fiduciary accounts held in foreign offices, non-managed Assets$11,000,0007
Individual retirement,health savings and similar accounts, non-managed$5,891,000,00011
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$963,868,000,0005
Managed Assets ($)$159,821,000,0004
Personal trust and agency accounts, managed assets$57,824,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$667,000,00015
Employee benefit-defined benefit accounts, managed assets$13,996,000,0004
Other employee benefit and retirement-related accounts, managed assets$6,015,000,0004
Corporate trust and agency accounts, managed assets$468,000,0008
Investment management and investment advisory agency accounts, managed assets$58,291,000,0004
Foundation and endowment trust and agency accounts, managed assets$8,682,000,0004
Other fiduciary accounts, managed assets$13,878,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$322,000,0007
Individual retirement,health savings and similar accounts, managed assets$6,015,000,0003
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$804,047,000,0005
Personal trust and agency accounts, non-managed assets$4,183,000,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$122,214,000,0004
Employee benefit-defined benefit accounts, non-managed Assets$49,840,000,0005
Other retirement accounts, non-managed assets$5,703,000,00011
Corporate trust and agency accounts, non-managed assets$571,861,000,0002
Investment management and advisory agency accounts, non-managed assets$671,000,0006
Foundation and endowment trust and agency accounts, non-managed assets$1,793,000,0005
Other fiduciary accounts, non-managed assets$47,782,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$486,699,000,0008
Fiduciary accounts held in foreign offices, non-managed Assets$523,000,0007
Individual retirement,health savings and similar accounts, non-managed$6,181,000,00011
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$915,304,000,0006
Managed Assets ($)$150,441,000,0004
Personal trust and agency accounts, managed assets$55,326,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$669,000,00015
Employee benefit-defined benefit accounts, managed assets$13,185,000,0004
Other employee benefit and retirement-related accounts, managed assets$5,459,000,0004
Corporate trust and agency accounts, managed assets$548,000,0007
Investment management and investment advisory agency accounts, managed assets$53,811,000,0004
Foundation and endowment trust and agency accounts, managed assets$11,298,000,0004
Other fiduciary accounts, managed assets$10,145,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$333,000,0007
Individual retirement,health savings and similar accounts, managed assets$5,459,000,0003
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$764,863,000,0006
Personal trust and agency accounts, non-managed assets$4,030,000,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$115,264,000,0004
Employee benefit-defined benefit accounts, non-managed Assets$47,242,000,0005
Other retirement accounts, non-managed assets$6,165,000,0008
Corporate trust and agency accounts, non-managed assets$541,901,000,0003
Investment management and advisory agency accounts, non-managed assets$720,000,0006
Foundation and endowment trust and agency accounts, non-managed assets$14,398,000,0001
Other fiduciary accounts, non-managed assets$35,143,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$444,171,000,0008
Fiduciary accounts held in foreign offices, non-managed Assets$924,000,0007
Individual retirement,health savings and similar accounts, non-managed$6,635,000,0009
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$909,824,000,0006
Managed Assets ($)$155,338,000,0004
Personal trust and agency accounts, managed assets$56,938,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$871,000,00013
Employee benefit-defined benefit accounts, managed assets$23,866,000,0003
Other employee benefit and retirement-related accounts, managed assets$9,138,000,0002
Corporate trust and agency accounts, managed assets$574,000,0006
Investment management and investment advisory agency accounts, managed assets$51,527,000,0004
Foundation and endowment trust and agency accounts, managed assets$11,554,000,0004
Other fiduciary accounts, managed assets$870,000,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$336,000,0007
Individual retirement,health savings and similar accounts, managed assets$5,542,000,0003
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$754,486,000,0006
Personal trust and agency accounts, non-managed assets$6,474,000,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$120,484,000,0004
Employee benefit-defined benefit accounts, non-managed Assets$59,011,000,0005
Other retirement accounts, non-managed assets$20,221,000,0004
Corporate trust and agency accounts, non-managed assets$516,749,000,0003
Investment management and advisory agency accounts, non-managed assets$3,834,000,0002
Foundation and endowment trust and agency accounts, non-managed assets$3,563,000,0003
Other fiduciary accounts, non-managed assets$24,150,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$459,787,000,0008
Fiduciary accounts held in foreign offices, non-managed Assets$807,000,0007
Individual retirement,health savings and similar accounts, non-managed$5,918,000,0008
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$692,638,000,0006
Managed Assets ($)$89,624,000,0005
Personal trust and agency accounts, managed assets$27,596,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$625,000,00019
Employee benefit-defined benefit accounts, managed assets$17,094,000,0003
Other employee benefit and retirement-related accounts, managed assets$3,729,000,0007
Corporate trust and agency accounts, managed assets$1,180,000,0004
Investment management and investment advisory agency accounts, managed assets$34,227,000,0005
Foundation and endowment trust and agency accounts, managed assets$4,329,000,0007
Other fiduciary accounts, managed assets$844,000,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$3,728,000,0003
Investments of managed fiduciary accts in advised or sponsored mutual funds$3,701,000,00012
Non-managed Assets ($)$603,014,000,0006
Personal trust and agency accounts, non-managed assets$3,349,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$67,212,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$41,043,000,0006
Other retirement accounts, non-managed assets$5,632,000,00012
Corporate trust and agency accounts, non-managed assets$459,447,000,0005
Investment management and advisory agency accounts, non-managed assets$90,000,00020
Foundation and endowment trust and agency accounts, non-managed assets$1,649,000,0006
Other fiduciary accounts, non-managed assets$24,592,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$451,746,000,0008
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$5,633,000,0009
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$609,747,000,0008
Managed Assets ($)$82,953,000,0006
Personal trust and agency accounts, managed assets$26,945,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$614,000,00019
Employee benefit-defined benefit accounts, managed assets$13,421,000,0005
Other employee benefit and retirement-related accounts, managed assets$2,980,000,00010
Corporate trust and agency accounts, managed assets$570,000,0006
Investment management and investment advisory agency accounts, managed assets$34,196,000,0007
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$4,227,000,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$526,794,000,0009
Personal trust and agency accounts, non-managed assets$2,749,000,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$54,429,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$39,020,000,0006
Other retirement accounts, non-managed assets$229,000,00040
Corporate trust and agency accounts, non-managed assets$397,519,000,0005
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$32,848,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$563,948,000,0006
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$561,780,000,0009
Managed Assets ($)$75,391,000,0006
Personal trust and agency accounts, managed assets$25,699,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$547,000,00019
Employee benefit-defined benefit accounts, managed assets$10,836,000,0005
Other employee benefit and retirement-related accounts, managed assets$2,672,000,00010
Corporate trust and agency accounts, managed assets$550,000,0007
Investment management and investment advisory agency accounts, managed assets$31,159,000,0006
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$3,928,000,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$486,389,000,0009
Personal trust and agency accounts, non-managed assets$2,656,000,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$49,772,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$36,650,000,0006
Other retirement accounts, non-managed assets$227,000,00040
Corporate trust and agency accounts, non-managed assets$363,546,000,0005
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$33,538,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$567,463,000,0006
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$527,094,000,00010
Managed Assets ($)$70,091,000,0006
Personal trust and agency accounts, managed assets$24,443,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$520,000,00018
Employee benefit-defined benefit accounts, managed assets$8,846,000,0006
Other employee benefit and retirement-related accounts, managed assets$2,382,000,00012
Corporate trust and agency accounts, managed assets$755,000,0006
Investment management and investment advisory agency accounts, managed assets$29,335,000,0006
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$3,810,000,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$457,003,000,0009
Personal trust and agency accounts, non-managed assets$2,477,000,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$44,172,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$30,016,000,0006
Other retirement accounts, non-managed assets$227,000,00038
Corporate trust and agency accounts, non-managed assets$347,896,000,0005
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$32,215,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$546,707,000,0006
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$639,820,000,0008
Managed Assets ($)$89,110,000,0005
Personal trust and agency accounts, managed assets$29,448,000,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$741,000,00015
Employee benefit-defined benefit accounts, managed assets$9,822,000,0005
Other employee benefit and retirement-related accounts, managed assets$2,487,000,00010
Corporate trust and agency accounts, managed assets$190,000,00013
Investment management and investment advisory agency accounts, managed assets$28,630,000,0006
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$17,792,000,0003
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$550,710,000,0009
Personal trust and agency accounts, non-managed assets$2,843,000,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$136,116,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$31,247,000,0006
Other retirement accounts, non-managed assets$509,000,00027
Corporate trust and agency accounts, non-managed assets$363,028,000,0005
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$16,967,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$481,260,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$671,987,000,0008
Managed Assets ($)$100,780,000,0005
Personal trust and agency accounts, managed assets$33,976,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$868,000,00015
Employee benefit-defined benefit accounts, managed assets$12,157,000,0006
Other employee benefit and retirement-related accounts, managed assets$2,864,000,00011
Corporate trust and agency accounts, managed assets$211,000,00011
Investment management and investment advisory agency accounts, managed assets$31,343,000,0007
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$19,361,000,0003
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$571,207,000,0009
Personal trust and agency accounts, non-managed assets$3,147,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$141,499,000,0003
Employee benefit-defined benefit accounts, non-managed Assets$36,959,000,0006
Other retirement accounts, non-managed assets$564,000,00027
Corporate trust and agency accounts, non-managed assets$369,941,000,0005
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$19,097,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$505,057,000,0006
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$627,570,000,00011
Managed Assets ($)$105,189,000,0006
Personal trust and agency accounts, managed assets$35,694,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$949,000,00016
Employee benefit-defined benefit accounts, managed assets$13,568,000,0006
Other employee benefit and retirement-related accounts, managed assets$3,041,000,00012
Corporate trust and agency accounts, managed assets$240,000,00013
Investment management and investment advisory agency accounts, managed assets$31,750,000,0007
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$19,947,000,0003
Memoranda
Fiduciary accounts held in foreign offices, managed assets$011
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$522,381,000,00011
Personal trust and agency accounts, non-managed assets$3,247,000,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$75,321,000,0006
Employee benefit-defined benefit accounts, non-managed Assets$39,661,000,0007
Other retirement accounts, non-managed assets$608,000,00028
Corporate trust and agency accounts, non-managed assets$383,217,000,0005
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$20,327,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$475,726,000,0008
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managedNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$536,999,000,00011
Managed Assets ($)$106,427,000,0005
Personal trust and agency accounts, managed assets$37,056,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$983,000,00015
Employee benefit-defined benefit accounts, managed assets$13,567,000,0005
Other employee benefit and retirement-related accounts, managed assets$3,024,000,00010
Corporate trust and agency accounts, managed assets$223,000,00010
Investment management and investment advisory agency accounts, managed assets$31,525,000,0006
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$20,049,000,0003
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$430,572,000,00011
Personal trust and agency accounts, non-managed assets$3,306,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$74,413,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$40,605,000,0007
Other retirement accounts, non-managed assets$619,000,00026
Corporate trust and agency accounts, non-managed assets$292,712,000,0006
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$18,917,000,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$438,288,000,0008
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managedNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$547,015,000,00011
Managed Assets ($)$108,371,000,0006
Personal trust and agency accounts, managed assets$38,475,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,061,000,00015
Employee benefit-defined benefit accounts, managed assets$13,921,000,0005
Other employee benefit and retirement-related accounts, managed assets$3,104,000,00011
Corporate trust and agency accounts, managed assets$218,000,00013
Investment management and investment advisory agency accounts, managed assets$31,149,000,0007
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$20,443,000,0003
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$438,644,000,00011
Personal trust and agency accounts, non-managed assets$3,510,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$70,651,000,0006
Employee benefit-defined benefit accounts, non-managed Assets$43,672,000,0007
Other retirement accounts, non-managed assets$625,000,00027
Corporate trust and agency accounts, non-managed assets$299,190,000,0006
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$20,996,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$484,616,000,0008
Fiduciary accounts held in foreign offices, non-managed Assets$012
Individual retirement,health savings and similar accounts, non-managedNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$538,684,000,00011
Managed Assets ($)$109,375,000,0008
Personal trust and agency accounts, managed assets$39,386,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,121,000,00015
Employee benefit-defined benefit accounts, managed assets$14,076,000,0005
Other employee benefit and retirement-related accounts, managed assets$3,121,000,00011
Corporate trust and agency accounts, managed assets$301,000,00011
Investment management and investment advisory agency accounts, managed assets$31,269,000,0008
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$20,101,000,0003
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$429,309,000,00011
Personal trust and agency accounts, non-managed assets$3,612,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$72,788,000,0006
Employee benefit-defined benefit accounts, non-managed Assets$43,049,000,0007
Other retirement accounts, non-managed assets$647,000,00027
Corporate trust and agency accounts, non-managed assets$288,731,000,0006
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$20,482,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$486,591,000,0007
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managedNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$521,419,000,00011
Managed Assets ($)$107,443,000,0008
Personal trust and agency accounts, managed assets$39,034,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,107,000,00017
Employee benefit-defined benefit accounts, managed assets$14,109,000,0006
Other employee benefit and retirement-related accounts, managed assets$2,991,000,0009
Corporate trust and agency accounts, managed assets$473,000,0008
Investment management and investment advisory agency accounts, managed assets$30,521,000,0008
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$19,208,000,0003
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$413,976,000,00011
Personal trust and agency accounts, non-managed assets$3,313,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$72,034,000,0007
Employee benefit-defined benefit accounts, non-managed Assets$42,652,000,0007
Other retirement accounts, non-managed assets$650,000,00028
Corporate trust and agency accounts, non-managed assets$275,209,000,0006
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$20,118,000,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$464,808,000,0008
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$479,032,000,00011
Managed Assets ($)$105,271,000,0009
Personal trust and agency accounts, managed assets$38,165,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,114,000,00017
Employee benefit-defined benefit accounts, managed assets$13,519,000,0007
Other employee benefit and retirement-related accounts, managed assets$2,830,000,00010
Corporate trust and agency accounts, managed assets$561,000,0007
Investment management and investment advisory agency accounts, managed assets$30,588,000,00010
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$18,494,000,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$373,761,000,00011
Personal trust and agency accounts, non-managed assets$3,478,000,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$66,936,000,0007
Employee benefit-defined benefit accounts, non-managed Assets$40,042,000,0007
Other retirement accounts, non-managed assets$646,000,00029
Corporate trust and agency accounts, non-managed assets$245,530,000,0006
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$17,129,000,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$453,253,000,0008
Fiduciary accounts held in foreign offices, non-managed Assets$012
Individual retirement,health savings and similar accounts, non-managedNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$455,887,000,00011
Managed Assets ($)$103,989,000,0009
Personal trust and agency accounts, managed assets$38,317,000,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,170,000,00016
Employee benefit-defined benefit accounts, managed assets$13,244,000,0008
Other employee benefit and retirement-related accounts, managed assets$2,744,000,00010
Corporate trust and agency accounts, managed assets$592,000,0007
Investment management and investment advisory agency accounts, managed assets$30,544,000,00010
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$17,378,000,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$351,898,000,00011
Personal trust and agency accounts, non-managed assets$3,480,000,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$66,141,000,0006
Employee benefit-defined benefit accounts, non-managed Assets$37,702,000,0008
Other retirement accounts, non-managed assets$427,000,00031
Corporate trust and agency accounts, non-managed assets$226,665,000,0006
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$17,483,000,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$267,459,000,0009
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$428,905,000,00010
Managed Assets ($)$101,636,000,0008
Personal trust and agency accounts, managed assets$37,395,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,203,000,00014
Employee benefit-defined benefit accounts, managed assets$12,688,000,0008
Other employee benefit and retirement-related accounts, managed assets$2,622,000,00011
Corporate trust and agency accounts, managed assets$823,000,0008
Investment management and investment advisory agency accounts, managed assets$30,515,000,0009
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$16,390,000,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$327,269,000,00010
Personal trust and agency accounts, non-managed assets$3,424,000,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$65,045,000,0006
Employee benefit-defined benefit accounts, non-managed Assets$35,210,000,0007
Other retirement accounts, non-managed assets$404,000,00032
Corporate trust and agency accounts, non-managed assets$205,143,000,0007
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$18,043,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$375,869,000,0008
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$408,483,000,00010
Managed Assets ($)$100,521,000,0008
Personal trust and agency accounts, managed assets$36,183,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,214,000,00013
Employee benefit-defined benefit accounts, managed assets$12,548,000,0008
Other employee benefit and retirement-related accounts, managed assets$2,508,000,00011
Corporate trust and agency accounts, managed assets$884,000,0009
Investment management and investment advisory agency accounts, managed assets$31,606,000,0009
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$15,578,000,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$307,962,000,00010
Personal trust and agency accounts, non-managed assets$3,408,000,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$63,912,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$34,127,000,0007
Other retirement accounts, non-managed assets$419,000,00031
Corporate trust and agency accounts, non-managed assets$188,653,000,0007
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$17,443,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$369,709,000,0009
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$388,721,000,00010
Managed Assets ($)$100,971,000,0009
Personal trust and agency accounts, managed assets$36,946,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,187,000,00016
Employee benefit-defined benefit accounts, managed assets$12,322,000,0007
Other employee benefit and retirement-related accounts, managed assets$2,502,000,00010
Corporate trust and agency accounts, managed assets$939,000,0009
Investment management and investment advisory agency accounts, managed assets$31,212,000,0009
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$15,863,000,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$287,750,000,00010
Personal trust and agency accounts, non-managed assets$3,324,000,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$63,305,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$28,810,000,0008
Other retirement accounts, non-managed assets$431,000,00031
Corporate trust and agency accounts, non-managed assets$176,330,000,0007
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$15,550,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$365,917,000,0009
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$380,896,000,00010
Managed Assets ($)$89,348,000,0009
Personal trust and agency accounts, managed assets$36,535,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,170,000,00016
Employee benefit-defined benefit accounts, managed assets$3,702,000,00012
Other employee benefit and retirement-related accounts, managed assets$2,390,000,00013
Corporate trust and agency accounts, managed assets$933,000,00011
Investment management and investment advisory agency accounts, managed assets$30,005,000,0009
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$14,613,000,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$291,548,000,00010
Personal trust and agency accounts, non-managed assets$3,426,000,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$57,653,000,0007
Employee benefit-defined benefit accounts, non-managed Assets$34,885,000,0007
Other retirement accounts, non-managed assets$455,000,00031
Corporate trust and agency accounts, non-managed assets$176,212,000,0005
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$18,917,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$355,864,000,0008
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$362,088,000,00010
Managed Assets ($)$88,477,000,00010
Personal trust and agency accounts, managed assets$37,161,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,164,000,00015
Employee benefit-defined benefit accounts, managed assets$3,469,000,00013
Other employee benefit and retirement-related accounts, managed assets$2,369,000,00011
Corporate trust and agency accounts, managed assets$1,120,000,0009
Investment management and investment advisory agency accounts, managed assets$29,002,000,0009
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$14,192,000,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$273,611,000,00010
Personal trust and agency accounts, non-managed assets$3,347,000,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$56,072,000,0006
Employee benefit-defined benefit accounts, non-managed Assets$33,890,000,0007
Other retirement accounts, non-managed assets$481,000,00030
Corporate trust and agency accounts, non-managed assets$161,422,000,0005
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$18,399,000,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$341,620,000,0008
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$350,793,000,00010
Managed Assets ($)$89,562,000,00010
Personal trust and agency accounts, managed assets$38,131,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,084,000,00011
Employee benefit-defined benefit accounts, managed assets$3,610,000,00012
Other employee benefit and retirement-related accounts, managed assets$2,351,000,00011
Corporate trust and agency accounts, managed assets$827,000,0009
Investment management and investment advisory agency accounts, managed assets$28,463,000,0009
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$14,096,000,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$261,231,000,00010
Personal trust and agency accounts, non-managed assets$3,455,000,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$59,066,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$32,290,000,0007
Other retirement accounts, non-managed assets$503,000,00028
Corporate trust and agency accounts, non-managed assets$149,067,000,0005
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$16,850,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$341,626,000,0008
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$339,235,000,00010
Managed Assets ($)$90,481,000,0009
Personal trust and agency accounts, managed assets$38,330,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,047,000,00012
Employee benefit-defined benefit accounts, managed assets$3,936,000,00013
Other employee benefit and retirement-related accounts, managed assets$2,314,000,00012
Corporate trust and agency accounts, managed assets$937,000,0008
Investment management and investment advisory agency accounts, managed assets$29,017,000,0009
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$13,900,000,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$248,754,000,00010
Personal trust and agency accounts, non-managed assets$3,444,000,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$57,539,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$31,714,000,0007
Other retirement accounts, non-managed assets$512,000,00028
Corporate trust and agency accounts, non-managed assets$141,960,000,0005
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$13,585,000,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$327,594,000,0008
Fiduciary accounts held in foreign offices, non-managed Assets$015
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$353,028,000,00010
Managed Assets ($)$90,089,000,0008
Personal trust and agency accounts, managed assets$37,961,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,442,000,0006
Employee benefit-defined benefit accounts, managed assets$4,164,000,00014
Other employee benefit and retirement-related accounts, managed assets$2,324,000,00014
Corporate trust and agency accounts, managed assets$1,528,000,0003
Investment management and investment advisory agency accounts, managed assets$28,173,000,00010
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$12,497,000,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$262,939,000,00010
Personal trust and agency accounts, non-managed assets$4,324,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$57,504,000,0006
Employee benefit-defined benefit accounts, non-managed Assets$30,989,000,0008
Other retirement accounts, non-managed assets$545,000,00032
Corporate trust and agency accounts, non-managed assets$155,751,000,0005
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$13,826,000,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$329,437,000,0008
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$318,164,000,00010
Managed Assets ($)$85,409,000,0008
Personal trust and agency accounts, managed assets$37,088,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,931,000,0006
Employee benefit-defined benefit accounts, managed assets$3,690,000,00015
Other employee benefit and retirement-related accounts, managed assets$2,220,000,00014
Corporate trust and agency accounts, managed assets$646,000,00010
Investment management and investment advisory agency accounts, managed assets$25,515,000,00010
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$12,319,000,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$232,755,000,00010
Personal trust and agency accounts, non-managed assets$4,041,000,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$52,584,000,0007
Employee benefit-defined benefit accounts, non-managed Assets$27,533,000,0008
Other retirement accounts, non-managed assets$534,000,00030
Corporate trust and agency accounts, non-managed assets$132,860,000,0005
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$15,203,000,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$313,628,000,0008
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$312,817,000,00010
Managed Assets ($)$85,951,000,0008
Personal trust and agency accounts, managed assets$37,437,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,897,000,0006
Employee benefit-defined benefit accounts, managed assets$3,826,000,00015
Other employee benefit and retirement-related accounts, managed assets$2,205,000,00014
Corporate trust and agency accounts, managed assets$729,000,0009
Investment management and investment advisory agency accounts, managed assets$25,468,000,00010
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$12,389,000,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$226,866,000,00010
Personal trust and agency accounts, non-managed assets$3,789,000,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$53,677,000,0007
Employee benefit-defined benefit accounts, non-managed Assets$29,170,000,0008
Other retirement accounts, non-managed assets$711,000,00025
Corporate trust and agency accounts, non-managed assets$125,273,000,0005
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$14,246,000,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$316,094,000,0008
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$305,284,000,00010
Managed Assets ($)$87,797,000,0008
Personal trust and agency accounts, managed assets$37,612,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,808,000,0006
Employee benefit-defined benefit accounts, managed assets$3,429,000,00018
Other employee benefit and retirement-related accounts, managed assets$2,287,000,00014
Corporate trust and agency accounts, managed assets$1,751,000,0006
Investment management and investment advisory agency accounts, managed assets$26,235,000,00010
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$12,675,000,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$217,487,000,00010
Personal trust and agency accounts, non-managed assets$3,894,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$52,151,000,0007
Employee benefit-defined benefit accounts, non-managed Assets$28,015,000,00010
Other retirement accounts, non-managed assets$549,000,00030
Corporate trust and agency accounts, non-managed assets$117,736,000,0005
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$15,142,000,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$309,013,000,0008
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$113,043,000,00013
Managed Assets ($)$59,773,000,00011
Personal trust and agency accounts, managed assets$24,340,000,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$674,000,00024
Employee benefit-defined benefit accounts, managed assets$1,892,000,00025
Other employee benefit and retirement-related accounts, managed assets$1,507,000,00017
Corporate trust and agency accounts, managed assets$462,000,00014
Investment management and investment advisory agency accounts, managed assets$23,596,000,00010
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$7,302,000,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$53,270,000,00018
Personal trust and agency accounts, non-managed assets$2,287,000,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$19,801,000,00011
Employee benefit-defined benefit accounts, non-managed Assets$6,100,000,00021
Other retirement accounts, non-managed assets$563,000,00033
Corporate trust and agency accounts, non-managed assets$20,024,000,00014
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$4,495,000,00013
Memoranda
Custody and safekeeping accounts, non-managed assets$28,501,000,00040
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$79,690,000,00018
Managed Assets ($)$48,848,000,00016
Personal trust and agency accounts, managed assets$18,851,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$265,000,00044
Employee benefit-defined benefit accounts, managed assets$1,039,000,00028
Other employee benefit and retirement-related accounts, managed assets$885,000,00024
Corporate trust and agency accounts, managed assets$647,000,0008
Investment management and investment advisory agency accounts, managed assets$21,394,000,00012
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$5,767,000,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$30,842,000,00023
Personal trust and agency accounts, non-managed assets$1,765,000,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$11,938,000,00014
Employee benefit-defined benefit accounts, non-managed Assets$4,179,000,00024
Other retirement accounts, non-managed assets$231,000,00049
Corporate trust and agency accounts, non-managed assets$9,140,000,00018
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$3,589,000,00014
Memoranda
Custody and safekeeping accounts, non-managed assets$16,393,000,00046
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$81,361,000,00017
Managed Assets ($)$45,153,000,00018
Personal trust and agency accounts, managed assets$18,216,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$313,000,00038
Employee benefit-defined benefit accounts, managed assets$1,009,000,00028
Other employee benefit and retirement-related accounts, managed assets$1,416,000,00016
Corporate trust and agency accounts, managed assets$0128
Investment management and investment advisory agency accounts, managed assets$22,816,000,00012
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,383,000,00016
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$36,208,000,00021
Personal trust and agency accounts, non-managed assets$8,556,000,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$11,625,000,00014
Employee benefit-defined benefit accounts, non-managed Assets$3,976,000,00023
Other retirement accounts, non-managed assets$3,348,000,00014
Corporate trust and agency accounts, non-managed assets$8,053,000,00021
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$650,000,00029
Memoranda
Custody and safekeeping accounts, non-managed assets$97,659,000,00017
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$68,216,000,00019
Managed Assets ($)$42,651,000,00017
Personal trust and agency accounts, managed assets$16,684,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$220,000,00047
Employee benefit-defined benefit accounts, managed assets$853,000,00029
Other employee benefit and retirement-related accounts, managed assets$1,254,000,00016
Corporate trust and agency accounts, managed assets$0135
Investment management and investment advisory agency accounts, managed assets$22,369,000,00011
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,271,000,00018
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$25,565,000,00025
Personal trust and agency accounts, non-managed assets$1,703,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$10,076,000,00014
Employee benefit-defined benefit accounts, non-managed Assets$3,637,000,00022
Other retirement accounts, non-managed assets$3,373,000,00014
Corporate trust and agency accounts, non-managed assets$6,548,000,00023
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$228,000,00037
Memoranda
Custody and safekeeping accounts, non-managed assets$96,150,000,00016
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$70,671,000,00020
Managed Assets ($)$43,146,000,00017
Personal trust and agency accounts, managed assets$16,667,000,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$246,000,00047
Employee benefit-defined benefit accounts, managed assets$878,000,00028
Other employee benefit and retirement-related accounts, managed assets$1,237,000,00016
Corporate trust and agency accounts, managed assets$0371
Investment management and investment advisory agency accounts, managed assets$22,788,000,00012
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,330,000,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assets$017
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$27,525,000,00025
Personal trust and agency accounts, non-managed assets$1,711,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$11,857,000,00013
Employee benefit-defined benefit accounts, non-managed Assets$4,682,000,00023
Other retirement accounts, non-managed assets$3,311,000,00014
Corporate trust and agency accounts, non-managed assets$5,731,000,00024
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$233,000,00037
Memoranda
Custody and safekeeping accounts, non-managed assets$99,069,000,00016
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$76,627,000,00018
Managed Assets ($)$45,847,000,00017
Personal trust and agency accounts, managed assets$19,422,000,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$328,000,00044
Employee benefit-defined benefit accounts, managed assets$887,000,00031
Other employee benefit and retirement-related accounts, managed assets$1,608,000,00015
Corporate trust and agency accounts, managed assets$0349
Investment management and investment advisory agency accounts, managed assets$22,157,000,00012
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,445,000,00020
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$30,780,000,00023
Personal trust and agency accounts, non-managed assets$1,884,000,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$14,993,000,0009
Employee benefit-defined benefit accounts, non-managed Assets$6,643,000,00017
Other retirement accounts, non-managed assets$4,396,000,00013
Corporate trust and agency accounts, non-managed assets$1,946,000,00038
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$918,000,00026
Memoranda
Custody and safekeeping accounts, non-managed assets$100,163,000,00016
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA