Home > Springs Valley Bank & Trust Company > Total Managed Assets held in Fiduciary Accounts

Springs Valley Bank & Trust Company, Total Managed Assets held in Fiduciary Accounts

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$577,216,000239
Managed personal trust&agency accnts & investmnt managemnt agency accounts$391,000154
Interest-bearing deposits managed personal trust and agency accounts and investm$72,498,00063
US Treasury & US government agency obligations, managed personal trust&agency$11,189,000283
State, county and municipal obligations, managed personal trust&agency accts,$3,962,000414
Money market mutual funds, managed personal trust&agency accts, etc..$38,000605
Equity mutual funds, managed personal trust&agency accts, etc..$193,255,000143
Other mutual funds, managed personal trust&agency accts, etc..$79,438,000192
Common trust funds and collective investment funds, managed personal trust&ag$060
Other Short-term obligations, managed personal trust&agency accts, etc..$053
Other Notes and Bonds, managed personal trust&agency accts, etc..$28,118,000183
Investmnts in unregistered funds&private equity investmnts,managd personal trust$35,910,00083
Other common and preferred stocks, managed personal trust&agency accts, etc..$137,548,000246
Real Estate Mortgages, managed personal trust&agency accts, etc..$0328
Real Estate, managed personal trust&agency accts, etc..$5,852,000470
Miscellaneous assets, managed personal trust&agency accts, etc..$9,017,000300
Managed employee benefit and retirements-related trust and agency acccounts$95,673,000245
Managed employee benefit & retirement trust noninterest bearing deposits$0254
Employee Benefit & Retirement Trust Interest Bearing Deposits$7,982,00078
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$11,000436
State, county & municipal obligations,managed emp benft & retire-related$35,000250
Money market mutual Funds,managed emp benft & retire-related trust accnts$0480
Equity mutual funds,managed emp benft & retire-related trust accnts$48,711,000172
Other mutual funds,managed emp benft & retire-related trust accnts$29,462,000188
Common trust funds & collective investment funds,managd emp benft & retiremnt$034
Other short-term obligations, emp benft & retire-related trust accnts$029
Other notes and bonds,managed emp benft & retire-related trust accnts$700,000327
Investments in unregistered funds & private equity investmnts,emp benft & retire$0100
Other common & preferred stocks,managed emp benft & retire-related trust accts$8,516,000324
Real estate mortgages,managed emp benft & retire-related trust accnts$028
Real Estate,managed emp benft & retire-related trust accnts$59,000102
Miscellaneous assets,managed emp benft & retire-related trust accnts$197,000185
Total all other managed assets:$15,991,000333
Noninterest-bearing Deposits, all other managed accounts$0230
Interest-bearing deposits, all other managed accounts$14,106,00041
U.S. treasury & U.S. government agency obligations, all other managed accounts$0399
State, county and municipal obligations, all other managed accounts$0283
Money market mutual funds, all other managed accounts$0467
Equity mutual funds, all other managed accounts$1,364,000329
Other mutual funds, all other managed accounts$367,000417
Common trust funds and collective investment funds, all other managed account$075
Other short-term obligations, all other managed accounts$070
Other notes and bonds, all other managed accounts$0413
Investmnts in unregistered funds&private equity investmnts, all other managed$0110
Other common and preferred stocks, all other managed accounts$154,000441
Real Estate Mortgages, all other managed accounts$038
Real estate, all other managed accounts$0220
Miscellaneous assets, all other managed accounts$0264
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$485,313,000253
Managed personal trust&agency accnts & investmnt managemnt agency accounts$6,000437
Interest-bearing deposits managed personal trust and agency accounts and investm$27,923,000113
US Treasury & US government agency obligations, managed personal trust&agency$13,166,000266
State, county and municipal obligations, managed personal trust&agency accts,$5,981,000351
Money market mutual funds, managed personal trust&agency accts, etc..$63,000614
Equity mutual funds, managed personal trust&agency accts, etc..$153,960,000155
Other mutual funds, managed personal trust&agency accts, etc..$65,631,000220
Common trust funds and collective investment funds, managed personal trust&ag$057
Other Short-term obligations, managed personal trust&agency accts, etc..$069
Other Notes and Bonds, managed personal trust&agency accts, etc..$24,674,000178
Investmnts in unregistered funds&private equity investmnts,managd personal trust$40,379,00077
Other common and preferred stocks, managed personal trust&agency accts, etc..$139,167,000243
Real Estate Mortgages, managed personal trust&agency accts, etc..$0310
Real Estate, managed personal trust&agency accts, etc..$5,032,000494
Miscellaneous assets, managed personal trust&agency accts, etc..$9,331,000310
Managed employee benefit and retirements-related trust and agency acccounts$79,914,000257
Managed employee benefit & retirement trust noninterest bearing deposits$0284
Employee Benefit & Retirement Trust Interest Bearing Deposits$4,966,00097
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$10,000427
State, county & municipal obligations,managed emp benft & retire-related$34,000267
Money market mutual Funds,managed emp benft & retire-related trust accnts$4,000491
Equity mutual funds,managed emp benft & retire-related trust accnts$40,760,000177
Other mutual funds,managed emp benft & retire-related trust accnts$24,921,000209
Common trust funds & collective investment funds,managd emp benft & retiremnt$033
Other short-term obligations, emp benft & retire-related trust accnts$032
Other notes and bonds,managed emp benft & retire-related trust accnts$179,000415
Investments in unregistered funds & private equity investmnts,emp benft & retire$0108
Other common & preferred stocks,managed emp benft & retire-related trust accts$8,822,000324
Real estate mortgages,managed emp benft & retire-related trust accnts$038
Real Estate,managed emp benft & retire-related trust accnts$54,00093
Miscellaneous assets,managed emp benft & retire-related trust accnts$164,000196
Total all other managed assets:$27,857,000268
Noninterest-bearing Deposits, all other managed accounts$0219
Interest-bearing deposits, all other managed accounts$26,166,00023
U.S. treasury & U.S. government agency obligations, all other managed accounts$0359
State, county and municipal obligations, all other managed accounts$0248
Money market mutual funds, all other managed accounts$0434
Equity mutual funds, all other managed accounts$1,211,000325
Other mutual funds, all other managed accounts$326,000397
Common trust funds and collective investment funds, all other managed account$038
Other short-term obligations, all other managed accounts$037
Other notes and bonds, all other managed accounts$0385
Investmnts in unregistered funds&private equity investmnts, all other managed$062
Other common and preferred stocks, all other managed accounts$154,000420
Real Estate Mortgages, all other managed accounts$044
Real estate, all other managed accounts$0220
Miscellaneous assets, all other managed accounts$0235
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$512,854,000227
Managed personal trust&agency accnts & investmnt managemnt agency accounts$1,000490
Interest-bearing deposits managed personal trust and agency accounts and investm$25,195,00096
US Treasury & US government agency obligations, managed personal trust&agency$1,211,000325
State, county and municipal obligations, managed personal trust&agency accts,$8,880,000301
Money market mutual funds, managed personal trust&agency accts, etc..$40,000599
Equity mutual funds, managed personal trust&agency accts, etc..$156,856,000160
Other mutual funds, managed personal trust&agency accts, etc..$82,265,000205
Common trust funds and collective investment funds, managed personal trust&ag$047
Other Short-term obligations, managed personal trust&agency accts, etc..$067
Other Notes and Bonds, managed personal trust&agency accts, etc..$13,412,000201
Investmnts in unregistered funds&private equity investmnts,managd personal trust$43,131,00056
Other common and preferred stocks, managed personal trust&agency accts, etc..$170,007,000214
Real Estate Mortgages, managed personal trust&agency accts, etc..$0308
Real Estate, managed personal trust&agency accts, etc..$3,950,000503
Miscellaneous assets, managed personal trust&agency accts, etc..$7,906,000293
Managed employee benefit and retirements-related trust and agency acccounts$88,666,000250
Managed employee benefit & retirement trust noninterest bearing deposits$0255
Employee Benefit & Retirement Trust Interest Bearing Deposits$3,447,000113
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$212,000233
State, county & municipal obligations,managed emp benft & retire-related$82,000234
Money market mutual Funds,managed emp benft & retire-related trust accnts$0490
Equity mutual funds,managed emp benft & retire-related trust accnts$44,593,000182
Other mutual funds,managed emp benft & retire-related trust accnts$27,834,000218
Common trust funds & collective investment funds,managd emp benft & retiremnt$030
Other short-term obligations, emp benft & retire-related trust accnts$032
Other notes and bonds,managed emp benft & retire-related trust accnts$983,000284
Investments in unregistered funds & private equity investmnts,emp benft & retire$090
Other common & preferred stocks,managed emp benft & retire-related trust accts$11,304,000298
Real estate mortgages,managed emp benft & retire-related trust accnts$041
Real Estate,managed emp benft & retire-related trust accnts$49,000100
Miscellaneous assets,managed emp benft & retire-related trust accnts$162,000202
Total all other managed assets:$8,542,000379
Noninterest-bearing Deposits, all other managed accounts$0209
Interest-bearing deposits, all other managed accounts$3,997,00083
U.S. treasury & U.S. government agency obligations, all other managed accounts$2,000,000149
State, county and municipal obligations, all other managed accounts$0244
Money market mutual funds, all other managed accounts$0416
Equity mutual funds, all other managed accounts$1,471,000311
Other mutual funds, all other managed accounts$383,000392
Common trust funds and collective investment funds, all other managed account$034
Other short-term obligations, all other managed accounts$029
Other notes and bonds, all other managed accounts$510,000253
Investmnts in unregistered funds&private equity investmnts, all other managed$050
Other common and preferred stocks, all other managed accounts$181,000406
Real Estate Mortgages, all other managed accounts$044
Real estate, all other managed accounts$0205
Miscellaneous assets, all other managed accounts$0215
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$440,143,000238
Managed personal trust&agency accnts & investmnt managemnt agency accounts$-34,0004,956
Interest-bearing deposits managed personal trust and agency accounts and investm$45,155,00079
US Treasury & US government agency obligations, managed personal trust&agency$111,000491
State, county and municipal obligations, managed personal trust&agency accts,$13,726,000266
Money market mutual funds, managed personal trust&agency accts, etc..$46,000625
Equity mutual funds, managed personal trust&agency accts, etc..$104,267,000182
Other mutual funds, managed personal trust&agency accts, etc..$69,089,000212
Common trust funds and collective investment funds, managed personal trust&ag$054
Other Short-term obligations, managed personal trust&agency accts, etc..$074
Other Notes and Bonds, managed personal trust&agency accts, etc..$11,726,000226
Investmnts in unregistered funds&private equity investmnts,managd personal trust$36,061,00057
Other common and preferred stocks, managed personal trust&agency accts, etc..$150,302,000206
Real Estate Mortgages, managed personal trust&agency accts, etc..$9,000310
Real Estate, managed personal trust&agency accts, etc..$2,779,000562
Miscellaneous assets, managed personal trust&agency accts, etc..$6,906,000305
Managed employee benefit and retirements-related trust and agency acccounts$77,732,000258
Managed employee benefit & retirement trust noninterest bearing deposits$20,000147
Employee Benefit & Retirement Trust Interest Bearing Deposits$9,694,00064
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$13,000338
State, county & municipal obligations,managed emp benft & retire-related$84,000256
Money market mutual Funds,managed emp benft & retire-related trust accnts$0494
Equity mutual funds,managed emp benft & retire-related trust accnts$33,473,000194
Other mutual funds,managed emp benft & retire-related trust accnts$24,094,000222
Common trust funds & collective investment funds,managd emp benft & retiremnt$037
Other short-term obligations, emp benft & retire-related trust accnts$036
Other notes and bonds,managed emp benft & retire-related trust accnts$712,000335
Investments in unregistered funds & private equity investmnts,emp benft & retire$091
Other common & preferred stocks,managed emp benft & retire-related trust accts$9,386,000307
Real estate mortgages,managed emp benft & retire-related trust accnts$049
Real Estate,managed emp benft & retire-related trust accnts$76,000108
Miscellaneous assets,managed emp benft & retire-related trust accnts$180,000211
Total all other managed assets:$12,915,000320
Noninterest-bearing Deposits, all other managed accounts$0215
Interest-bearing deposits, all other managed accounts$9,922,00043
U.S. treasury & U.S. government agency obligations, all other managed accounts$0300
State, county and municipal obligations, all other managed accounts$0249
Money market mutual funds, all other managed accounts$0420
Equity mutual funds, all other managed accounts$1,200,000312
Other mutual funds, all other managed accounts$372,000384
Common trust funds and collective investment funds, all other managed account$036
Other short-term obligations, all other managed accounts$031
Other notes and bonds, all other managed accounts$1,268,000215
Investmnts in unregistered funds&private equity investmnts, all other managed$054
Other common and preferred stocks, all other managed accounts$153,000410
Real Estate Mortgages, all other managed accounts$050
Real estate, all other managed accounts$0204
Miscellaneous assets, all other managed accounts$0210
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$416,156,000231
Managed personal trust&agency accnts & investmnt managemnt agency accounts$3,000483
Interest-bearing deposits managed personal trust and agency accounts and investm$44,332,00085
US Treasury & US government agency obligations, managed personal trust&agency$3,646,000271
State, county and municipal obligations, managed personal trust&agency accts,$15,164,000263
Money market mutual funds, managed personal trust&agency accts, etc..$51,000617
Equity mutual funds, managed personal trust&agency accts, etc..$78,397,000198
Other mutual funds, managed personal trust&agency accts, etc..$57,205,000209
Common trust funds and collective investment funds, managed personal trust&ag$056
Other Short-term obligations, managed personal trust&agency accts, etc..$082
Other Notes and Bonds, managed personal trust&agency accts, etc..$13,697,000225
Investmnts in unregistered funds&private equity investmnts,managd personal trust$22,059,00064
Other common and preferred stocks, managed personal trust&agency accts, etc..$172,056,000180
Real Estate Mortgages, managed personal trust&agency accts, etc..$23,000321
Real Estate, managed personal trust&agency accts, etc..$2,842,000550
Miscellaneous assets, managed personal trust&agency accts, etc..$6,681,000300
Managed employee benefit and retirements-related trust and agency acccounts$65,515,000270
Managed employee benefit & retirement trust noninterest bearing deposits$0281
Employee Benefit & Retirement Trust Interest Bearing Deposits$8,496,00073
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$207,000275
State, county & municipal obligations,managed emp benft & retire-related$92,000255
Money market mutual Funds,managed emp benft & retire-related trust accnts$0499
Equity mutual funds,managed emp benft & retire-related trust accnts$26,534,000213
Other mutual funds,managed emp benft & retire-related trust accnts$20,023,000229
Common trust funds & collective investment funds,managd emp benft & retiremnt$039
Other short-term obligations, emp benft & retire-related trust accnts$037
Other notes and bonds,managed emp benft & retire-related trust accnts$1,486,000307
Investments in unregistered funds & private equity investmnts,emp benft & retire$097
Other common & preferred stocks,managed emp benft & retire-related trust accts$8,439,000320
Real estate mortgages,managed emp benft & retire-related trust accnts$064
Real Estate,managed emp benft & retire-related trust accnts$101,000105
Miscellaneous assets,managed emp benft & retire-related trust accnts$137,000225
Total all other managed assets:$24,478,000252
Noninterest-bearing Deposits, all other managed accounts$43,00068
Interest-bearing deposits, all other managed accounts$22,854,00023
U.S. treasury & U.S. government agency obligations, all other managed accounts$0330
State, county and municipal obligations, all other managed accounts$0258
Money market mutual funds, all other managed accounts$0414
Equity mutual funds, all other managed accounts$1,047,000305
Other mutual funds, all other managed accounts$359,000377
Common trust funds and collective investment funds, all other managed account$038
Other short-term obligations, all other managed accounts$032
Other notes and bonds, all other managed accounts$20,000361
Investmnts in unregistered funds&private equity investmnts, all other managed$053
Other common and preferred stocks, all other managed accounts$155,000415
Real Estate Mortgages, all other managed accounts$050
Real estate, all other managed accounts$0203
Miscellaneous assets, all other managed accounts$0212
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$351,180,000234
Managed personal trust&agency accnts & investmnt managemnt agency accounts$2,000531
Interest-bearing deposits managed personal trust and agency accounts and investm$21,358,000127
US Treasury & US government agency obligations, managed personal trust&agency$3,410,000287
State, county and municipal obligations, managed personal trust&agency accts,$18,351,000252
Money market mutual funds, managed personal trust&agency accts, etc..$0683
Equity mutual funds, managed personal trust&agency accts, etc..$55,096,000207
Other mutual funds, managed personal trust&agency accts, etc..$45,746,000222
Common trust funds and collective investment funds, managed personal trust&ag$059
Other Short-term obligations, managed personal trust&agency accts, etc..$080
Other Notes and Bonds, managed personal trust&agency accts, etc..$17,993,000207
Investmnts in unregistered funds&private equity investmnts,managd personal trust$22,545,00059
Other common and preferred stocks, managed personal trust&agency accts, etc..$156,054,000166
Real Estate Mortgages, managed personal trust&agency accts, etc..$36,000328
Real Estate, managed personal trust&agency accts, etc..$4,590,000492
Miscellaneous assets, managed personal trust&agency accts, etc..$5,999,000325
Managed employee benefit and retirements-related trust and agency acccounts$53,004,000281
Managed employee benefit & retirement trust noninterest bearing deposits$4,000212
Employee Benefit & Retirement Trust Interest Bearing Deposits$8,438,00067
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$280,000276
State, county & municipal obligations,managed emp benft & retire-related$270,000197
Money market mutual Funds,managed emp benft & retire-related trust accnts$0511
Equity mutual funds,managed emp benft & retire-related trust accnts$17,682,000226
Other mutual funds,managed emp benft & retire-related trust accnts$16,799,000230
Common trust funds & collective investment funds,managd emp benft & retiremnt$039
Other short-term obligations, emp benft & retire-related trust accnts$036
Other notes and bonds,managed emp benft & retire-related trust accnts$1,480,000307
Investments in unregistered funds & private equity investmnts,emp benft & retire$096
Other common & preferred stocks,managed emp benft & retire-related trust accts$7,839,000311
Real estate mortgages,managed emp benft & retire-related trust accnts$068
Real Estate,managed emp benft & retire-related trust accnts$102,000105
Miscellaneous assets,managed emp benft & retire-related trust accnts$110,000234
Total all other managed assets:$28,605,000221
Noninterest-bearing Deposits, all other managed accounts$0235
Interest-bearing deposits, all other managed accounts$27,393,00022
U.S. treasury & U.S. government agency obligations, all other managed accounts$0337
State, county and municipal obligations, all other managed accounts$0263
Money market mutual funds, all other managed accounts$0423
Equity mutual funds, all other managed accounts$735,000321
Other mutual funds, all other managed accounts$267,000399
Common trust funds and collective investment funds, all other managed account$040
Other short-term obligations, all other managed accounts$037
Other notes and bonds, all other managed accounts$28,000377
Investmnts in unregistered funds&private equity investmnts, all other managed$049
Other common and preferred stocks, all other managed accounts$182,000407
Real Estate Mortgages, all other managed accounts$054
Real estate, all other managed accounts$0193
Miscellaneous assets, all other managed accounts$0208
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$396,231,000225
Managed personal trust&agency accnts & investmnt managemnt agency accounts$17,000385
Interest-bearing deposits managed personal trust and agency accounts and investm$22,831,000108
US Treasury & US government agency obligations, managed personal trust&agency$8,313,000203
State, county and municipal obligations, managed personal trust&agency accts,$22,514,000237
Money market mutual funds, managed personal trust&agency accts, etc..$0691
Equity mutual funds, managed personal trust&agency accts, etc..$50,822,000231
Other mutual funds, managed personal trust&agency accts, etc..$47,219,000228
Common trust funds and collective investment funds, managed personal trust&ag$066
Other Short-term obligations, managed personal trust&agency accts, etc..$080
Other Notes and Bonds, managed personal trust&agency accts, etc..$21,159,000186
Investmnts in unregistered funds&private equity investmnts,managd personal trust$19,410,00055
Other common and preferred stocks, managed personal trust&agency accts, etc..$193,647,000159
Real Estate Mortgages, managed personal trust&agency accts, etc..$49,000339
Real Estate, managed personal trust&agency accts, etc..$4,724,000505
Miscellaneous assets, managed personal trust&agency accts, etc..$5,526,000332
Managed employee benefit and retirements-related trust and agency acccounts$54,607,000289
Managed employee benefit & retirement trust noninterest bearing deposits$3,000233
Employee Benefit & Retirement Trust Interest Bearing Deposits$7,221,00067
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$331,000260
State, county & municipal obligations,managed emp benft & retire-related$272,000217
Money market mutual Funds,managed emp benft & retire-related trust accnts$0505
Equity mutual funds,managed emp benft & retire-related trust accnts$17,478,000240
Other mutual funds,managed emp benft & retire-related trust accnts$16,635,000231
Common trust funds & collective investment funds,managd emp benft & retiremnt$046
Other short-term obligations, emp benft & retire-related trust accnts$035
Other notes and bonds,managed emp benft & retire-related trust accnts$1,995,000279
Investments in unregistered funds & private equity investmnts,emp benft & retire$094
Other common & preferred stocks,managed emp benft & retire-related trust accts$10,457,000288
Real estate mortgages,managed emp benft & retire-related trust accnts$080
Real Estate,managed emp benft & retire-related trust accnts$102,000114
Miscellaneous assets,managed emp benft & retire-related trust accnts$113,000243
Total all other managed assets:$6,967,000381
Noninterest-bearing Deposits, all other managed accounts$1,000199
Interest-bearing deposits, all other managed accounts$5,198,00066
U.S. treasury & U.S. government agency obligations, all other managed accounts$825,000189
State, county and municipal obligations, all other managed accounts$0268
Money market mutual funds, all other managed accounts$0421
Equity mutual funds, all other managed accounts$250,000380
Other mutual funds, all other managed accounts$153,000414
Common trust funds and collective investment funds, all other managed account$039
Other short-term obligations, all other managed accounts$037
Other notes and bonds, all other managed accounts$540,000271
Investmnts in unregistered funds&private equity investmnts, all other managed$046
Other common and preferred stocks, all other managed accounts$0451
Real Estate Mortgages, all other managed accounts$057
Real estate, all other managed accounts$0202
Miscellaneous assets, all other managed accounts$0216
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$367,201,000223
Managed personal trust&agency accnts & investmnt managemnt agency accounts$-34,0005,866
Interest-bearing deposits managed personal trust and agency accounts and investm$32,420,00083
US Treasury & US government agency obligations, managed personal trust&agency$1,861,000332
State, county and municipal obligations, managed personal trust&agency accts,$25,877,000219
Money market mutual funds, managed personal trust&agency accts, etc..$0717
Equity mutual funds, managed personal trust&agency accts, etc..$32,133,000254
Other mutual funds, managed personal trust&agency accts, etc..$24,235,000309
Common trust funds and collective investment funds, managed personal trust&ag$072
Other Short-term obligations, managed personal trust&agency accts, etc..$087
Other Notes and Bonds, managed personal trust&agency accts, etc..$18,295,000195
Investmnts in unregistered funds&private equity investmnts,managd personal trust$13,957,00058
Other common and preferred stocks, managed personal trust&agency accts, etc..$209,773,000146
Real Estate Mortgages, managed personal trust&agency accts, etc..$62,000355
Real Estate, managed personal trust&agency accts, etc..$3,725,000556
Miscellaneous assets, managed personal trust&agency accts, etc..$4,897,000352
Managed employee benefit and retirements-related trust and agency acccounts$55,772,000268
Managed employee benefit & retirement trust noninterest bearing deposits$1,000259
Employee Benefit & Retirement Trust Interest Bearing Deposits$8,426,00068
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$221,000290
State, county & municipal obligations,managed emp benft & retire-related$511,000189
Money market mutual Funds,managed emp benft & retire-related trust accnts$0523
Equity mutual funds,managed emp benft & retire-related trust accnts$14,252,000241
Other mutual funds,managed emp benft & retire-related trust accnts$13,716,000240
Common trust funds & collective investment funds,managd emp benft & retiremnt$043
Other short-term obligations, emp benft & retire-related trust accnts$033
Other notes and bonds,managed emp benft & retire-related trust accnts$2,175,000267
Investments in unregistered funds & private equity investmnts,emp benft & retire$098
Other common & preferred stocks,managed emp benft & retire-related trust accts$16,222,000228
Real estate mortgages,managed emp benft & retire-related trust accnts$087
Real Estate,managed emp benft & retire-related trust accnts$75,000129
Miscellaneous assets,managed emp benft & retire-related trust accnts$173,000232
Total all other managed assets:$3,070,000447
Noninterest-bearing Deposits, all other managed accounts$0219
Interest-bearing deposits, all other managed accounts$2,078,000129
U.S. treasury & U.S. government agency obligations, all other managed accounts$0350
State, county and municipal obligations, all other managed accounts$0281
Money market mutual funds, all other managed accounts$0427
Equity mutual funds, all other managed accounts$217,000376
Other mutual funds, all other managed accounts$303,000389
Common trust funds and collective investment funds, all other managed account$045
Other short-term obligations, all other managed accounts$037
Other notes and bonds, all other managed accounts$472,000284
Investmnts in unregistered funds&private equity investmnts, all other managed$051
Other common and preferred stocks, all other managed accounts$0455
Real Estate Mortgages, all other managed accounts$061
Real estate, all other managed accounts$0214
Miscellaneous assets, all other managed accounts$0238
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$265,626,000264
Managed personal trust&agency accnts & investmnt managemnt agency accounts$-10,0006,120
Interest-bearing deposits managed personal trust and agency accounts and investm$18,569,000132
US Treasury & US government agency obligations, managed personal trust&agency$2,019,000323
State, county and municipal obligations, managed personal trust&agency accts,$23,294,000233
Money market mutual funds, managed personal trust&agency accts, etc..$0768
Equity mutual funds, managed personal trust&agency accts, etc..$13,590,000342
Other mutual funds, managed personal trust&agency accts, etc..$28,615,000277
Common trust funds and collective investment funds, managed personal trust&ag$081
Other Short-term obligations, managed personal trust&agency accts, etc..$092
Other Notes and Bonds, managed personal trust&agency accts, etc..$12,061,000233
Investmnts in unregistered funds&private equity investmnts,managd personal trust$14,334,00054
Other common and preferred stocks, managed personal trust&agency accts, etc..$150,732,000163
Real Estate Mortgages, managed personal trust&agency accts, etc..$74,000354
Real Estate, managed personal trust&agency accts, etc..$2,123,000677
Miscellaneous assets, managed personal trust&agency accts, etc..$225,000781
Managed employee benefit and retirements-related trust and agency acccounts$44,471,000295
Managed employee benefit & retirement trust noninterest bearing deposits$0344
Employee Benefit & Retirement Trust Interest Bearing Deposits$7,649,00075
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$363,000281
State, county & municipal obligations,managed emp benft & retire-related$572,000182
Money market mutual Funds,managed emp benft & retire-related trust accnts$0554
Equity mutual funds,managed emp benft & retire-related trust accnts$8,209,000288
Other mutual funds,managed emp benft & retire-related trust accnts$11,408,000255
Common trust funds & collective investment funds,managd emp benft & retiremnt$043
Other short-term obligations, emp benft & retire-related trust accnts$026
Other notes and bonds,managed emp benft & retire-related trust accnts$2,118,000261
Investments in unregistered funds & private equity investmnts,emp benft & retire$096
Other common & preferred stocks,managed emp benft & retire-related trust accts$13,961,000238
Real estate mortgages,managed emp benft & retire-related trust accnts$090
Real Estate,managed emp benft & retire-related trust accnts$89,000129
Miscellaneous assets,managed emp benft & retire-related trust accnts$102,000267
Total all other managed assets:$9,675,000335
Noninterest-bearing Deposits, all other managed accounts$0261
Interest-bearing deposits, all other managed accounts$2,868,000101
U.S. treasury & U.S. government agency obligations, all other managed accounts$125,000280
State, county and municipal obligations, all other managed accounts$90,000210
Money market mutual funds, all other managed accounts$0447
Equity mutual funds, all other managed accounts$372,000366
Other mutual funds, all other managed accounts$685,000338
Common trust funds and collective investment funds, all other managed account$048
Other short-term obligations, all other managed accounts$038
Other notes and bonds, all other managed accounts$1,861,000203
Investmnts in unregistered funds&private equity investmnts, all other managed$047
Other common and preferred stocks, all other managed accounts$3,674,000225
Real Estate Mortgages, all other managed accounts$065
Real estate, all other managed accounts$0220
Miscellaneous assets, all other managed accounts$0237
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$271,345,000260
Managed personal trust&agency accnts & investmnt managemnt agency accounts$-216,0006,499
Interest-bearing deposits managed personal trust and agency accounts and investm$20,630,000116
US Treasury & US government agency obligations, managed personal trust&agency$3,349,000293
State, county and municipal obligations, managed personal trust&agency accts,$23,133,000242
Money market mutual funds, managed personal trust&agency accts, etc..$0795
Equity mutual funds, managed personal trust&agency accts, etc..$15,255,000338
Other mutual funds, managed personal trust&agency accts, etc..$29,631,000278
Common trust funds and collective investment funds, managed personal trust&ag$083
Other Short-term obligations, managed personal trust&agency accts, etc..$0102
Other Notes and Bonds, managed personal trust&agency accts, etc..$10,320,000263
Investmnts in unregistered funds&private equity investmnts,managd personal trust$13,164,00059
Other common and preferred stocks, managed personal trust&agency accts, etc..$153,043,000162
Real Estate Mortgages, managed personal trust&agency accts, etc..$0441
Real Estate, managed personal trust&agency accts, etc..$2,695,000635
Miscellaneous assets, managed personal trust&agency accts, etc..$341,000756
Managed employee benefit and retirements-related trust and agency acccounts$49,836,000282
Managed employee benefit & retirement trust noninterest bearing deposits$0374
Employee Benefit & Retirement Trust Interest Bearing Deposits$9,805,00053
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$536,000272
State, county & municipal obligations,managed emp benft & retire-related$647,000171
Money market mutual Funds,managed emp benft & retire-related trust accnts$0574
Equity mutual funds,managed emp benft & retire-related trust accnts$6,873,000305
Other mutual funds,managed emp benft & retire-related trust accnts$10,858,000264
Common trust funds & collective investment funds,managd emp benft & retiremnt$049
Other short-term obligations, emp benft & retire-related trust accnts$031
Other notes and bonds,managed emp benft & retire-related trust accnts$2,833,000240
Investments in unregistered funds & private equity investmnts,emp benft & retire$0102
Other common & preferred stocks,managed emp benft & retire-related trust accts$17,992,000223
Real estate mortgages,managed emp benft & retire-related trust accnts$0106
Real Estate,managed emp benft & retire-related trust accnts$92,000121
Miscellaneous assets,managed emp benft & retire-related trust accnts$200,000239
Total all other managed assets:$12,043,000313
Noninterest-bearing Deposits, all other managed accounts$-39,0006,491
Interest-bearing deposits, all other managed accounts$4,190,00075
U.S. treasury & U.S. government agency obligations, all other managed accounts$371,000240
State, county and municipal obligations, all other managed accounts$142,000193
Money market mutual funds, all other managed accounts$0459
Equity mutual funds, all other managed accounts$374,000375
Other mutual funds, all other managed accounts$900,000319
Common trust funds and collective investment funds, all other managed account$048
Other short-term obligations, all other managed accounts$035
Other notes and bonds, all other managed accounts$2,445,000175
Investmnts in unregistered funds&private equity investmnts, all other managed$054
Other common and preferred stocks, all other managed accounts$3,660,000231
Real Estate Mortgages, all other managed accounts$067
Real estate, all other managed accounts$0215
Miscellaneous assets, all other managed accounts$0233
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$216,667,000290
Managed personal trust&agency accnts & investmnt managemnt agency accounts$23,000386
Interest-bearing deposits managed personal trust and agency accounts and investm$19,947,000111
US Treasury & US government agency obligations, managed personal trust&agency$1,607,000393
State, county and municipal obligations, managed personal trust&agency accts,$20,156,000272
Money market mutual funds, managed personal trust&agency accts, etc..$3,000795
Equity mutual funds, managed personal trust&agency accts, etc..$12,122,000357
Other mutual funds, managed personal trust&agency accts, etc..$23,664,000301
Common trust funds and collective investment funds, managed personal trust&ag$086
Other Short-term obligations, managed personal trust&agency accts, etc..$092
Other Notes and Bonds, managed personal trust&agency accts, etc..$7,525,000299
Investmnts in unregistered funds&private equity investmnts,managd personal trust$12,641,00061
Other common and preferred stocks, managed personal trust&agency accts, etc..$114,790,000194
Real Estate Mortgages, managed personal trust&agency accts, etc..$564,000225
Real Estate, managed personal trust&agency accts, etc..$2,980,000621
Miscellaneous assets, managed personal trust&agency accts, etc..$645,000681
Managed employee benefit and retirements-related trust and agency acccounts$37,030,000313
Managed employee benefit & retirement trust noninterest bearing deposits$7,000241
Employee Benefit & Retirement Trust Interest Bearing Deposits$4,302,000101
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$234,000339
State, county & municipal obligations,managed emp benft & retire-related$700,000168
Money market mutual Funds,managed emp benft & retire-related trust accnts$0585
Equity mutual funds,managed emp benft & retire-related trust accnts$5,125,000313
Other mutual funds,managed emp benft & retire-related trust accnts$8,354,000286
Common trust funds & collective investment funds,managd emp benft & retiremnt$051
Other short-term obligations, emp benft & retire-related trust accnts$029
Other notes and bonds,managed emp benft & retire-related trust accnts$2,533,000250
Investments in unregistered funds & private equity investmnts,emp benft & retire$0104
Other common & preferred stocks,managed emp benft & retire-related trust accts$15,678,000225
Real estate mortgages,managed emp benft & retire-related trust accnts$0112
Real Estate,managed emp benft & retire-related trust accnts$24,000155
Miscellaneous assets,managed emp benft & retire-related trust accnts$73,000303
Total all other managed assets:$10,744,000313
Noninterest-bearing Deposits, all other managed accounts$0259
Interest-bearing deposits, all other managed accounts$2,912,00083
U.S. treasury & U.S. government agency obligations, all other managed accounts$392,000236
State, county and municipal obligations, all other managed accounts$247,000171
Money market mutual funds, all other managed accounts$0462
Equity mutual funds, all other managed accounts$366,000371
Other mutual funds, all other managed accounts$1,369,000283
Common trust funds and collective investment funds, all other managed account$048
Other short-term obligations, all other managed accounts$034
Other notes and bonds, all other managed accounts$2,220,000182
Investmnts in unregistered funds&private equity investmnts, all other managed$053
Other common and preferred stocks, all other managed accounts$3,238,000241
Real Estate Mortgages, all other managed accounts$062
Real estate, all other managed accounts$0209
Miscellaneous assets, all other managed accounts$0219
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$189,339,000286
Managed personal trust&agency accnts & investmnt managemnt agency accounts$21,000451
Interest-bearing deposits managed personal trust and agency accounts and investm$20,422,000112
US Treasury & US government agency obligations, managed personal trust&agency$1,024,000470
State, county and municipal obligations, managed personal trust&agency accts,$19,041,000281
Money market mutual funds, managed personal trust&agency accts, etc..$3,000820
Equity mutual funds, managed personal trust&agency accts, etc..$8,980,000363
Other mutual funds, managed personal trust&agency accts, etc..$21,025,000314
Common trust funds and collective investment funds, managed personal trust&ag$088
Other Short-term obligations, managed personal trust&agency accts, etc..$0108
Other Notes and Bonds, managed personal trust&agency accts, etc..$6,692,000319
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0205
Other common and preferred stocks, managed personal trust&agency accts, etc..$108,196,000170
Real Estate Mortgages, managed personal trust&agency accts, etc..$566,000240
Real Estate, managed personal trust&agency accts, etc..$2,523,000648
Miscellaneous assets, managed personal trust&agency accts, etc..$846,000616
Managed employee benefit and retirements-related trust and agency acccounts$32,064,000318
Managed employee benefit & retirement trust noninterest bearing deposits$1,000364
Employee Benefit & Retirement Trust Interest Bearing Deposits$4,788,000101
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$187,000385
State, county & municipal obligations,managed emp benft & retire-related$1,039,000138
Money market mutual Funds,managed emp benft & retire-related trust accnts$0586
Equity mutual funds,managed emp benft & retire-related trust accnts$4,185,000320
Other mutual funds,managed emp benft & retire-related trust accnts$6,527,000311
Common trust funds & collective investment funds,managd emp benft & retiremnt$055
Other short-term obligations, emp benft & retire-related trust accnts$032
Other notes and bonds,managed emp benft & retire-related trust accnts$2,071,000277
Investments in unregistered funds & private equity investmnts,emp benft & retire$0100
Other common & preferred stocks,managed emp benft & retire-related trust accts$13,155,000221
Real estate mortgages,managed emp benft & retire-related trust accnts$0122
Real Estate,managed emp benft & retire-related trust accnts$32,000158
Miscellaneous assets,managed emp benft & retire-related trust accnts$79,000294
Total all other managed assets:$9,567,000319
Noninterest-bearing Deposits, all other managed accounts$0275
Interest-bearing deposits, all other managed accounts$2,656,00093
U.S. treasury & U.S. government agency obligations, all other managed accounts$176,000288
State, county and municipal obligations, all other managed accounts$534,000134
Money market mutual funds, all other managed accounts$0458
Equity mutual funds, all other managed accounts$313,000363
Other mutual funds, all other managed accounts$1,256,000287
Common trust funds and collective investment funds, all other managed account$052
Other short-term obligations, all other managed accounts$036
Other notes and bonds, all other managed accounts$1,829,000189
Investmnts in unregistered funds&private equity investmnts, all other managed$058
Other common and preferred stocks, all other managed accounts$2,803,000236
Real Estate Mortgages, all other managed accounts$062
Real estate, all other managed accounts$0185
Miscellaneous assets, all other managed accounts$0209
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$139,888,000328
Managed personal trust&agency accnts & investmnt managemnt agency accounts$-200,0007,339
Interest-bearing deposits managed personal trust and agency accounts and investm$18,103,000135
US Treasury & US government agency obligations, managed personal trust&agency$1,736,000464
State, county and municipal obligations, managed personal trust&agency accts,$18,997,000284
Money market mutual funds, managed personal trust&agency accts, etc..$0870
Equity mutual funds, managed personal trust&agency accts, etc..$7,984,000361
Other mutual funds, managed personal trust&agency accts, etc..$2,105,000624
Common trust funds and collective investment funds, managed personal trust&ag$092
Other Short-term obligations, managed personal trust&agency accts, etc..$0104
Other Notes and Bonds, managed personal trust&agency accts, etc..$3,905,000401
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0201
Other common and preferred stocks, managed personal trust&agency accts, etc..$82,127,000197
Real Estate Mortgages, managed personal trust&agency accts, etc..$1,060,000166
Real Estate, managed personal trust&agency accts, etc..$3,740,000539
Miscellaneous assets, managed personal trust&agency accts, etc..$331,000761
Managed employee benefit and retirements-related trust and agency acccounts$28,150,000322
Managed employee benefit & retirement trust noninterest bearing deposits$1,000344
Employee Benefit & Retirement Trust Interest Bearing Deposits$4,593,000105
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$930,000288
State, county & municipal obligations,managed emp benft & retire-related$1,078,000126
Money market mutual Funds,managed emp benft & retire-related trust accnts$0586
Equity mutual funds,managed emp benft & retire-related trust accnts$3,532,000321
Other mutual funds,managed emp benft & retire-related trust accnts$1,594,000438
Common trust funds & collective investment funds,managd emp benft & retiremnt$057
Other short-term obligations, emp benft & retire-related trust accnts$035
Other notes and bonds,managed emp benft & retire-related trust accnts$2,203,000273
Investments in unregistered funds & private equity investmnts,emp benft & retire$091
Other common & preferred stocks,managed emp benft & retire-related trust accts$14,111,000215
Real estate mortgages,managed emp benft & retire-related trust accnts$0127
Real Estate,managed emp benft & retire-related trust accnts$32,000158
Miscellaneous assets,managed emp benft & retire-related trust accnts$76,000280
Total all other managed assets:$9,207,000293
Noninterest-bearing Deposits, all other managed accounts$1,000213
Interest-bearing deposits, all other managed accounts$3,161,00075
U.S. treasury & U.S. government agency obligations, all other managed accounts$259,000285
State, county and municipal obligations, all other managed accounts$625,000116
Money market mutual funds, all other managed accounts$0444
Equity mutual funds, all other managed accounts$275,000356
Other mutual funds, all other managed accounts$170,000373
Common trust funds and collective investment funds, all other managed account$049
Other short-term obligations, all other managed accounts$039
Other notes and bonds, all other managed accounts$1,337,000215
Investmnts in unregistered funds&private equity investmnts, all other managed$046
Other common and preferred stocks, all other managed accounts$3,379,000209
Real Estate Mortgages, all other managed accounts$057
Real estate, all other managed accounts$0176
Miscellaneous assets, all other managed accounts$0208
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$149,765,000326
Managed personal trust&agency accnts & investmnt managemnt agency accounts$1,405,00041
Interest-bearing deposits managed personal trust and agency accounts and investm$22,796,000107
US Treasury & US government agency obligations, managed personal trust&agency$1,432,000538
State, county and municipal obligations, managed personal trust&agency accts,$20,668,000275
Money market mutual funds, managed personal trust&agency accts, etc..$0896
Equity mutual funds, managed personal trust&agency accts, etc..$8,691,000363
Other mutual funds, managed personal trust&agency accts, etc..$2,913,000585
Common trust funds and collective investment funds, managed personal trust&ag$0110
Other Short-term obligations, managed personal trust&agency accts, etc..$0126
Other Notes and Bonds, managed personal trust&agency accts, etc..$3,558,000431
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0208
Other common and preferred stocks, managed personal trust&agency accts, etc..$83,542,000199
Real Estate Mortgages, managed personal trust&agency accts, etc..$165,000372
Real Estate, managed personal trust&agency accts, etc..$4,172,000503
Miscellaneous assets, managed personal trust&agency accts, etc..$423,000749
Managed employee benefit and retirements-related trust and agency acccounts$26,235,000344
Managed employee benefit & retirement trust noninterest bearing deposits$8,000216
Employee Benefit & Retirement Trust Interest Bearing Deposits$6,655,00081
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$957,000317
State, county & municipal obligations,managed emp benft & retire-related$1,171,000111
Money market mutual Funds,managed emp benft & retire-related trust accnts$0617
Equity mutual funds,managed emp benft & retire-related trust accnts$3,542,000338
Other mutual funds,managed emp benft & retire-related trust accnts$1,072,000479
Common trust funds & collective investment funds,managd emp benft & retiremnt$072
Other short-term obligations, emp benft & retire-related trust accnts$047
Other notes and bonds,managed emp benft & retire-related trust accnts$1,469,000335
Investments in unregistered funds & private equity investmnts,emp benft & retire$0106
Other common & preferred stocks,managed emp benft & retire-related trust accts$11,251,000248
Real estate mortgages,managed emp benft & retire-related trust accnts$0133
Real Estate,managed emp benft & retire-related trust accnts$31,000158
Miscellaneous assets,managed emp benft & retire-related trust accnts$79,000291
Total all other managed assets:$2,441,000444
Noninterest-bearing Deposits, all other managed accounts$403,00019
Interest-bearing deposits, all other managed accounts$1,713,000129
U.S. treasury & U.S. government agency obligations, all other managed accounts$0412
State, county and municipal obligations, all other managed accounts$0270
Money market mutual funds, all other managed accounts$0448
Equity mutual funds, all other managed accounts$0405
Other mutual funds, all other managed accounts$0415
Common trust funds and collective investment funds, all other managed account$056
Other short-term obligations, all other managed accounts$055
Other notes and bonds, all other managed accounts$325,000303
Investmnts in unregistered funds&private equity investmnts, all other managed$050
Other common and preferred stocks, all other managed accounts$0461
Real Estate Mortgages, all other managed accounts$066
Real estate, all other managed accounts$0186
Miscellaneous assets, all other managed accounts$0226
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$155,464,000307
Managed personal trust&agency accnts & investmnt managemnt agency accounts$-94,0007,989
Interest-bearing deposits managed personal trust and agency accounts and investm$23,766,000111
US Treasury & US government agency obligations, managed personal trust&agency$2,337,000507
State, county and municipal obligations, managed personal trust&agency accts,$19,934,000288
Money market mutual funds, managed personal trust&agency accts, etc..$0927
Equity mutual funds, managed personal trust&agency accts, etc..$7,364,000345
Other mutual funds, managed personal trust&agency accts, etc..$3,862,000481
Common trust funds and collective investment funds, managed personal trust&ag$0108
Other Short-term obligations, managed personal trust&agency accts, etc..$0131
Other Notes and Bonds, managed personal trust&agency accts, etc..$3,292,000440
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0186
Other common and preferred stocks, managed personal trust&agency accts, etc..$91,130,000180
Real Estate Mortgages, managed personal trust&agency accts, etc..$0535
Real Estate, managed personal trust&agency accts, etc..$3,475,000553
Miscellaneous assets, managed personal trust&agency accts, etc..$398,000762
Managed employee benefit and retirements-related trust and agency acccounts$23,837,000340
Managed employee benefit & retirement trust noninterest bearing deposits$11,000191
Employee Benefit & Retirement Trust Interest Bearing Deposits$7,660,00070
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$1,091,000354
State, county & municipal obligations,managed emp benft & retire-related$1,379,00077
Money market mutual Funds,managed emp benft & retire-related trust accnts$0631
Equity mutual funds,managed emp benft & retire-related trust accnts$2,674,000315
Other mutual funds,managed emp benft & retire-related trust accnts$659,000478
Common trust funds & collective investment funds,managd emp benft & retiremnt$077
Other short-term obligations, emp benft & retire-related trust accnts$051
Other notes and bonds,managed emp benft & retire-related trust accnts$1,406,000345
Investments in unregistered funds & private equity investmnts,emp benft & retire$0100
Other common & preferred stocks,managed emp benft & retire-related trust accts$8,788,000273
Real estate mortgages,managed emp benft & retire-related trust accnts$0138
Real Estate,managed emp benft & retire-related trust accnts$65,000135
Miscellaneous assets,managed emp benft & retire-related trust accnts$104,000264
Total all other managed assets:$3,867,000376
Noninterest-bearing Deposits, all other managed accounts$1,000198
Interest-bearing deposits, all other managed accounts$3,753,00069
U.S. treasury & U.S. government agency obligations, all other managed accounts$113,000349
State, county and municipal obligations, all other managed accounts$0229
Money market mutual funds, all other managed accounts$0444
Equity mutual funds, all other managed accounts$0368
Other mutual funds, all other managed accounts$0368
Common trust funds and collective investment funds, all other managed account$056
Other short-term obligations, all other managed accounts$045
Other notes and bonds, all other managed accounts$0408
Investmnts in unregistered funds&private equity investmnts, all other managed$047
Other common and preferred stocks, all other managed accounts$0445
Real Estate Mortgages, all other managed accounts$064
Real estate, all other managed accounts$0170
Miscellaneous assets, all other managed accounts$0205
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA