Home > Community Bank > Total Fiduciary and Related Assets
Community Bank, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,587,832,000 | 159 |
| Managed Assets ($) | $1,968,582,000 | 138 |
| Personal trust and agency accounts, managed assets | $446,616,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,027,000 | 211 |
| Employee benefit-defined benefit accounts, managed assets | $268,894,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $219,207,000 | 117 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $734,433,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | $289,405,000 | 76 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $202,481,000 | 122 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $619,250,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $27,766,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 356 |
| Employee benefit-defined benefit accounts, non-managed Assets | $536,903,000 | 32 |
| Other retirement accounts, non-managed assets | $54,581,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 392 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 245 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $732,613,000 | 110 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $48,158,000 | 88 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,181,528,000 | 166 |
| Managed Assets ($) | $1,924,069,000 | 132 |
| Personal trust and agency accounts, managed assets | $433,417,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,640,000 | 194 |
| Employee benefit-defined benefit accounts, managed assets | $260,518,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $214,738,000 | 107 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $727,310,000 | 125 |
| Foundation and endowment trust and agency accounts, managed assets | $278,446,000 | 75 |
| Other fiduciary accounts, managed assets | $0 | 152 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $197,818,000 | 113 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $257,459,000 | 190 |
| Personal trust and agency accounts, non-managed assets | $26,851,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $176,789,000 | 43 |
| Other retirement accounts, non-managed assets | $53,819,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 288 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $706,060,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $48,148,000 | 84 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,143,771,000 | 175 |
| Managed Assets ($) | $1,895,005,000 | 141 |
| Personal trust and agency accounts, managed assets | $432,956,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,316,000 | 167 |
| Employee benefit-defined benefit accounts, managed assets | $252,582,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $211,490,000 | 116 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $721,146,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | $267,515,000 | 79 |
| Other fiduciary accounts, managed assets | $0 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $194,541,000 | 114 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $248,766,000 | 190 |
| Personal trust and agency accounts, non-managed assets | $26,088,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 229 |
| Employee benefit-defined benefit accounts, non-managed Assets | $168,488,000 | 46 |
| Other retirement accounts, non-managed assets | $54,190,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $708,979,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $47,921,000 | 77 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,083,122,000 | 173 |
| Managed Assets ($) | $1,842,777,000 | 144 |
| Personal trust and agency accounts, managed assets | $436,718,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,086,000 | 221 |
| Employee benefit-defined benefit accounts, managed assets | $246,125,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $208,660,000 | 117 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $695,656,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | $246,532,000 | 86 |
| Other fiduciary accounts, managed assets | $0 | 208 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $191,653,000 | 113 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $240,345,000 | 200 |
| Personal trust and agency accounts, non-managed assets | $24,891,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 360 |
| Employee benefit-defined benefit accounts, non-managed Assets | $159,487,000 | 48 |
| Other retirement accounts, non-managed assets | $55,967,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 205 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $685,351,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $49,919,000 | 91 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,992,479,000 | 170 |
| Managed Assets ($) | $1,745,568,000 | 142 |
| Personal trust and agency accounts, managed assets | $436,623,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,375,000 | 179 |
| Employee benefit-defined benefit accounts, managed assets | $234,867,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $197,042,000 | 118 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $629,571,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | $239,090,000 | 85 |
| Other fiduciary accounts, managed assets | $0 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $180,379,000 | 118 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $246,911,000 | 190 |
| Personal trust and agency accounts, non-managed assets | $23,298,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 246 |
| Employee benefit-defined benefit accounts, non-managed Assets | $169,522,000 | 48 |
| Other retirement accounts, non-managed assets | $54,080,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $11,000 | 205 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $657,760,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $47,911,000 | 79 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,079,902,000 | 140 |
| Managed Assets ($) | $1,819,790,000 | 122 |
| Personal trust and agency accounts, managed assets | $461,513,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,846,000 | 191 |
| Employee benefit-defined benefit accounts, managed assets | $249,702,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $205,284,000 | 110 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $643,550,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | $250,895,000 | 70 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $188,560,000 | 110 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $260,112,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $25,009,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 267 |
| Employee benefit-defined benefit accounts, non-managed Assets | $179,559,000 | 46 |
| Other retirement accounts, non-managed assets | $55,536,000 | 71 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $8,000 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $712,667,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $49,036,000 | 79 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,294,638,000 | 144 |
| Managed Assets ($) | $1,998,967,000 | 122 |
| Personal trust and agency accounts, managed assets | $504,104,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,086,000 | 175 |
| Employee benefit-defined benefit accounts, managed assets | $276,968,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $226,462,000 | 111 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $716,672,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | $264,675,000 | 72 |
| Other fiduciary accounts, managed assets | $0 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $209,680,000 | 110 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $295,671,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $28,184,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $207,054,000 | 44 |
| Other retirement accounts, non-managed assets | $60,424,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $9,000 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 136 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $725,685,000 | 101 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $53,348,000 | 72 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,364,215,000 | 144 |
| Managed Assets ($) | $2,073,766,000 | 118 |
| Personal trust and agency accounts, managed assets | $536,940,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,622,000 | 217 |
| Employee benefit-defined benefit accounts, managed assets | $293,015,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $236,048,000 | 113 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $738,534,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | $258,607,000 | 74 |
| Other fiduciary accounts, managed assets | $0 | 216 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $219,205,000 | 108 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $290,449,000 | 172 |
| Personal trust and agency accounts, non-managed assets | $29,623,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
| Employee benefit-defined benefit accounts, non-managed Assets | $192,667,000 | 46 |
| Other retirement accounts, non-managed assets | $67,987,000 | 70 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $172,000 | 294 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $754,991,000 | 110 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $59,285,000 | 81 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,317,914,000 | 143 |
| Managed Assets ($) | $2,039,407,000 | 119 |
| Personal trust and agency accounts, managed assets | $543,711,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,155,000 | 172 |
| Employee benefit-defined benefit accounts, managed assets | $284,616,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $232,523,000 | 113 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $718,339,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | $250,063,000 | 74 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $215,998,000 | 109 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $278,507,000 | 164 |
| Personal trust and agency accounts, non-managed assets | $28,644,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $185,385,000 | 48 |
| Other retirement accounts, non-managed assets | $64,306,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $172,000 | 169 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $736,667,000 | 101 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $56,367,000 | 69 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,347,212,000 | 143 |
| Managed Assets ($) | $2,089,521,000 | 117 |
| Personal trust and agency accounts, managed assets | $547,885,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,321,000 | 192 |
| Employee benefit-defined benefit accounts, managed assets | $291,378,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $240,491,000 | 110 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $743,015,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $256,431,000 | 73 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $224,003,000 | 107 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $257,691,000 | 172 |
| Personal trust and agency accounts, non-managed assets | $1,673,000 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 267 |
| Employee benefit-defined benefit accounts, non-managed Assets | $188,538,000 | 48 |
| Other retirement accounts, non-managed assets | $67,308,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $172,000 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $738,687,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $58,419,000 | 75 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,278,771,000 | 138 |
| Managed Assets ($) | $2,030,338,000 | 118 |
| Personal trust and agency accounts, managed assets | $544,202,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,797,000 | 181 |
| Employee benefit-defined benefit accounts, managed assets | $279,775,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $234,208,000 | 105 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $711,805,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | $250,551,000 | 72 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $217,653,000 | 105 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $248,433,000 | 166 |
| Personal trust and agency accounts, non-managed assets | $1,586,000 | 242 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $179,520,000 | 47 |
| Other retirement accounts, non-managed assets | $67,155,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $172,000 | 171 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $685,086,000 | 100 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $58,156,000 | 69 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,218,163,000 | 141 |
| Managed Assets ($) | $1,973,005,000 | 119 |
| Personal trust and agency accounts, managed assets | $524,563,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,678,000 | 228 |
| Employee benefit-defined benefit accounts, managed assets | $270,949,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $231,750,000 | 106 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $689,081,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | $246,984,000 | 71 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $215,159,000 | 103 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $245,158,000 | 174 |
| Personal trust and agency accounts, non-managed assets | $1,584,000 | 418 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 365 |
| Employee benefit-defined benefit accounts, non-managed Assets | $179,817,000 | 51 |
| Other retirement accounts, non-managed assets | $63,585,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $172,000 | 301 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $691,850,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $55,541,000 | 84 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,065,867,000 | 139 |
| Managed Assets ($) | $1,836,912,000 | 116 |
| Personal trust and agency accounts, managed assets | $493,823,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,906,000 | 180 |
| Employee benefit-defined benefit accounts, managed assets | $236,291,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $214,145,000 | 108 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $642,921,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $240,826,000 | 65 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $197,913,000 | 105 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $228,955,000 | 166 |
| Personal trust and agency accounts, non-managed assets | $1,676,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $167,944,000 | 51 |
| Other retirement accounts, non-managed assets | $59,162,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $173,000 | 177 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $652,167,000 | 98 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $52,067,000 | 71 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,047,982,000 | 139 |
| Managed Assets ($) | $1,799,600,000 | 116 |
| Personal trust and agency accounts, managed assets | $509,790,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,245,000 | 201 |
| Employee benefit-defined benefit accounts, managed assets | $230,666,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $208,549,000 | 109 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $615,532,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | $226,818,000 | 66 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $192,372,000 | 102 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $248,382,000 | 168 |
| Personal trust and agency accounts, non-managed assets | $2,076,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 264 |
| Employee benefit-defined benefit accounts, non-managed Assets | $160,329,000 | 52 |
| Other retirement accounts, non-managed assets | $58,712,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $12,431,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | $169,000 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
| Other fiduciary accounts, non-managed assets | $14,665,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $627,788,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $51,151,000 | 74 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,790,168,000 | 140 |
| Managed Assets ($) | $1,548,415,000 | 119 |
| Personal trust and agency accounts, managed assets | $430,200,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,954,000 | 184 |
| Employee benefit-defined benefit accounts, managed assets | $211,237,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $166,785,000 | 117 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $526,712,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | $205,527,000 | 68 |
| Other fiduciary accounts, managed assets | $0 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $150,579,000 | 112 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $241,753,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $1,857,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $140,857,000 | 52 |
| Other retirement accounts, non-managed assets | $55,023,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $43,847,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $169,000 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $584,503,000 | 105 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $45,631,000 | 78 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,008,996,000 | 140 |
| Managed Assets ($) | $1,737,256,000 | 120 |
| Personal trust and agency accounts, managed assets | $491,318,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,791,000 | 235 |
| Employee benefit-defined benefit accounts, managed assets | $226,842,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $191,062,000 | 118 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $592,490,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | $225,753,000 | 72 |
| Other fiduciary accounts, managed assets | $0 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $174,799,000 | 112 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $271,740,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $2,198,000 | 402 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 378 |
| Employee benefit-defined benefit accounts, non-managed Assets | $160,347,000 | 51 |
| Other retirement accounts, non-managed assets | $64,380,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $44,058,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | $757,000 | 269 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $668,293,000 | 107 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $51,520,000 | 87 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,914,469,000 | 140 |
| Managed Assets ($) | $1,673,026,000 | 121 |
| Personal trust and agency accounts, managed assets | $461,480,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,063,000 | 178 |
| Employee benefit-defined benefit accounts, managed assets | $221,947,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $187,753,000 | 115 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $569,877,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | $221,906,000 | 70 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $171,835,000 | 111 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $241,443,000 | 164 |
| Personal trust and agency accounts, non-managed assets | $2,146,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 241 |
| Employee benefit-defined benefit accounts, non-managed Assets | $128,627,000 | 54 |
| Other retirement accounts, non-managed assets | $61,866,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $48,113,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | $685,000 | 160 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,000 | 137 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $635,113,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $50,751,000 | 75 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,915,885,000 | 140 |
| Managed Assets ($) | $1,630,340,000 | 122 |
| Personal trust and agency accounts, managed assets | $449,378,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,945,000 | 187 |
| Employee benefit-defined benefit accounts, managed assets | $221,375,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $188,298,000 | 114 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $581,139,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | $180,205,000 | 77 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $172,304,000 | 108 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $285,545,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $2,104,000 | 256 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 263 |
| Employee benefit-defined benefit accounts, non-managed Assets | $128,211,000 | 56 |
| Other retirement accounts, non-managed assets | $63,207,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $91,332,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $688,000 | 177 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,000 | 142 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $669,649,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $51,420,000 | 79 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,821,157,000 | 143 |
| Managed Assets ($) | $1,568,840,000 | 124 |
| Personal trust and agency accounts, managed assets | $438,990,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,653,000 | 188 |
| Employee benefit-defined benefit accounts, managed assets | $218,665,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $184,130,000 | 111 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $540,857,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | $176,545,000 | 77 |
| Other fiduciary accounts, managed assets | $0 | 130 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $168,062,000 | 105 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $252,317,000 | 155 |
| Personal trust and agency accounts, non-managed assets | $2,101,000 | 259 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $125,416,000 | 55 |
| Other retirement accounts, non-managed assets | $61,248,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $62,866,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | $683,000 | 177 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,000 | 146 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $644,126,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $50,601,000 | 77 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,705,917,000 | 142 |
| Managed Assets ($) | $1,472,667,000 | 122 |
| Personal trust and agency accounts, managed assets | $405,042,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,967,000 | 215 |
| Employee benefit-defined benefit accounts, managed assets | $202,953,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $175,116,000 | 106 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $513,234,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | $165,355,000 | 76 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $158,957,000 | 100 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $233,250,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $1,980,000 | 398 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 398 |
| Employee benefit-defined benefit accounts, non-managed Assets | $117,185,000 | 56 |
| Other retirement accounts, non-managed assets | $61,994,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $51,352,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | $643,000 | 269 |
| Foundation and endowment trust and agency accounts, non-managed assets | $96,000 | 183 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $606,963,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $49,802,000 | 77 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,835,987,000 | 142 |
| Managed Assets ($) | $1,563,980,000 | 123 |
| Personal trust and agency accounts, managed assets | $431,582,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,566,000 | 180 |
| Employee benefit-defined benefit accounts, managed assets | $215,891,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $182,382,000 | 107 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $557,467,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | $164,092,000 | 76 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $166,557,000 | 102 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $272,007,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $2,088,000 | 253 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $132,036,000 | 58 |
| Other retirement accounts, non-managed assets | $65,535,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $71,582,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | $760,000 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,000 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $670,410,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $52,830,000 | 75 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,793,748,000 | 140 |
| Managed Assets ($) | $1,533,790,000 | 122 |
| Personal trust and agency accounts, managed assets | $421,490,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,606,000 | 180 |
| Employee benefit-defined benefit accounts, managed assets | $212,083,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $180,426,000 | 102 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $546,295,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | $159,890,000 | 78 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $164,543,000 | 99 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $259,958,000 | 164 |
| Personal trust and agency accounts, non-managed assets | $2,122,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 269 |
| Employee benefit-defined benefit accounts, non-managed Assets | $119,994,000 | 63 |
| Other retirement accounts, non-managed assets | $65,260,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $70,770,000 | 55 |
| Investment management and advisory agency accounts, non-managed assets | $841,000 | 178 |
| Foundation and endowment trust and agency accounts, non-managed assets | $971,000 | 114 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $646,600,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $52,378,000 | 76 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,782,953,000 | 144 |
| Managed Assets ($) | $1,529,834,000 | 124 |
| Personal trust and agency accounts, managed assets | $424,869,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,920,000 | 181 |
| Employee benefit-defined benefit accounts, managed assets | $213,458,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $182,658,000 | 102 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $531,772,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | $163,157,000 | 76 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $166,730,000 | 96 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $253,119,000 | 168 |
| Personal trust and agency accounts, non-managed assets | $2,165,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 274 |
| Employee benefit-defined benefit accounts, non-managed Assets | $118,057,000 | 61 |
| Other retirement accounts, non-managed assets | $64,588,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $64,720,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | $3,583,000 | 144 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,000 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $644,825,000 | 100 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $51,698,000 | 76 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,830,993,000 | 142 |
| Managed Assets ($) | $1,559,158,000 | 123 |
| Personal trust and agency accounts, managed assets | $538,610,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,345,000 | 205 |
| Employee benefit-defined benefit accounts, managed assets | $216,757,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $189,479,000 | 96 |
| Corporate trust and agency accounts, managed assets | $12,432,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $425,384,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | $162,151,000 | 76 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $173,621,000 | 93 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $271,835,000 | 160 |
| Personal trust and agency accounts, non-managed assets | $25,137,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,800,000 | 300 |
| Employee benefit-defined benefit accounts, non-managed Assets | $118,195,000 | 62 |
| Other retirement accounts, non-managed assets | $65,886,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $48,942,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $7,867,000 | 147 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,000 | 199 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $819,426,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $52,952,000 | 81 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,850,689,000 | 139 |
| Managed Assets ($) | $1,571,548,000 | 121 |
| Personal trust and agency accounts, managed assets | $531,570,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,112,000 | 177 |
| Employee benefit-defined benefit accounts, managed assets | $209,845,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $194,801,000 | 90 |
| Corporate trust and agency accounts, managed assets | $12,716,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $422,132,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | $186,372,000 | 72 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $179,365,000 | 86 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $279,141,000 | 163 |
| Personal trust and agency accounts, non-managed assets | $24,220,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,800,000 | 225 |
| Employee benefit-defined benefit accounts, non-managed Assets | $114,650,000 | 62 |
| Other retirement accounts, non-managed assets | $66,201,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $60,090,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $8,172,000 | 111 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,000 | 147 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $791,132,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $53,005,000 | 75 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,841,579,000 | 135 |
| Managed Assets ($) | $1,558,661,000 | 117 |
| Personal trust and agency accounts, managed assets | $527,170,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,648,000 | 174 |
| Employee benefit-defined benefit accounts, managed assets | $205,926,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $193,894,000 | 86 |
| Corporate trust and agency accounts, managed assets | $12,402,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $421,331,000 | 132 |
| Foundation and endowment trust and agency accounts, managed assets | $184,290,000 | 73 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $178,333,000 | 85 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $282,918,000 | 156 |
| Personal trust and agency accounts, non-managed assets | $23,468,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,800,000 | 227 |
| Employee benefit-defined benefit accounts, non-managed Assets | $111,311,000 | 61 |
| Other retirement accounts, non-managed assets | $66,978,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $67,171,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | $8,184,000 | 110 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,000 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $806,386,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $56,772,000 | 71 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,279,134,000 | 164 |
| Managed Assets ($) | $1,056,391,000 | 142 |
| Personal trust and agency accounts, managed assets | $321,441,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,431,000 | 202 |
| Employee benefit-defined benefit accounts, managed assets | $186,927,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $93,531,000 | 155 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $319,047,000 | 148 |
| Foundation and endowment trust and agency accounts, managed assets | $127,014,000 | 88 |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $77,615,000 | 173 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $222,743,000 | 171 |
| Personal trust and agency accounts, non-managed assets | $19,858,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,000,000 | 224 |
| Employee benefit-defined benefit accounts, non-managed Assets | $109,221,000 | 62 |
| Other retirement accounts, non-managed assets | $54,436,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $25,972,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | $7,256,000 | 114 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $767,293,000 | 90 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $54,290,000 | 71 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,269,679,000 | 162 |
| Managed Assets ($) | $1,043,682,000 | 139 |
| Personal trust and agency accounts, managed assets | $318,386,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,368,000 | 250 |
| Employee benefit-defined benefit accounts, managed assets | $180,086,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $92,438,000 | 156 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $321,537,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | $122,867,000 | 89 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $76,505,000 | 165 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $225,997,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $19,200,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,310,000 | 262 |
| Employee benefit-defined benefit accounts, non-managed Assets | $106,991,000 | 61 |
| Other retirement accounts, non-managed assets | $54,872,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $27,517,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | $8,107,000 | 136 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $600,329,000 | 100 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $54,737,000 | 70 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,215,302,000 | 164 |
| Managed Assets ($) | $1,022,851,000 | 141 |
| Personal trust and agency accounts, managed assets | $317,273,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,365,000 | 204 |
| Employee benefit-defined benefit accounts, managed assets | $179,999,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $90,745,000 | 156 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $304,204,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | $122,265,000 | 87 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $75,228,000 | 169 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $192,451,000 | 176 |
| Personal trust and agency accounts, non-managed assets | $19,234,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,927,000 | 204 |
| Employee benefit-defined benefit accounts, non-managed Assets | $71,615,000 | 71 |
| Other retirement accounts, non-managed assets | $51,948,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $33,310,000 | 63 |
| Investment management and advisory agency accounts, non-managed assets | $6,417,000 | 115 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 153 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $596,304,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $51,812,000 | 71 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,193,395,000 | 167 |
| Managed Assets ($) | $996,400,000 | 143 |
| Personal trust and agency accounts, managed assets | $316,184,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,826,000 | 188 |
| Employee benefit-defined benefit accounts, managed assets | $176,640,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $88,739,000 | 155 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $288,957,000 | 157 |
| Foundation and endowment trust and agency accounts, managed assets | $115,054,000 | 87 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $73,194,000 | 173 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $196,995,000 | 173 |
| Personal trust and agency accounts, non-managed assets | $18,479,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,070,000 | 209 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,301,000 | 72 |
| Other retirement accounts, non-managed assets | $51,022,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $39,634,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | $8,489,000 | 112 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $583,337,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $50,880,000 | 71 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,179,862,000 | 168 |
| Managed Assets ($) | $979,532,000 | 145 |
| Personal trust and agency accounts, managed assets | $309,728,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,486,000 | 184 |
| Employee benefit-defined benefit accounts, managed assets | $174,727,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $84,725,000 | 159 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $283,128,000 | 156 |
| Foundation and endowment trust and agency accounts, managed assets | $114,738,000 | 85 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $69,162,000 | 175 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $200,330,000 | 170 |
| Personal trust and agency accounts, non-managed assets | $18,032,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,070,000 | 209 |
| Employee benefit-defined benefit accounts, non-managed Assets | $73,435,000 | 72 |
| Other retirement accounts, non-managed assets | $48,561,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $43,367,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $7,865,000 | 113 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $563,721,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $48,421,000 | 73 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,146,945,000 | 171 |
| Managed Assets ($) | $963,484,000 | 144 |
| Personal trust and agency accounts, managed assets | $304,672,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,342,000 | 214 |
| Employee benefit-defined benefit accounts, managed assets | $169,691,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $82,541,000 | 158 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $280,670,000 | 154 |
| Foundation and endowment trust and agency accounts, managed assets | $113,568,000 | 84 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $66,961,000 | 177 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $183,461,000 | 180 |
| Personal trust and agency accounts, non-managed assets | $17,771,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,070,000 | 271 |
| Employee benefit-defined benefit accounts, non-managed Assets | $74,488,000 | 72 |
| Other retirement accounts, non-managed assets | $48,216,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $25,714,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | $8,202,000 | 143 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $557,378,000 | 101 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $48,053,000 | 73 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,040,110,000 | 177 |
| Managed Assets ($) | $887,573,000 | 152 |
| Personal trust and agency accounts, managed assets | $282,600,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,294,000 | 214 |
| Employee benefit-defined benefit accounts, managed assets | $169,031,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $74,596,000 | 168 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $247,402,000 | 162 |
| Foundation and endowment trust and agency accounts, managed assets | $106,650,000 | 85 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $59,422,000 | 182 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $152,537,000 | 192 |
| Personal trust and agency accounts, non-managed assets | $16,531,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,442,000 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $68,220,000 | 70 |
| Other retirement accounts, non-managed assets | $20,928,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $34,067,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | $8,349,000 | 110 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $473,846,000 | 109 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,928,000 | 129 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,093,723,000 | 179 |
| Managed Assets ($) | $922,242,000 | 155 |
| Personal trust and agency accounts, managed assets | $284,367,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,261,000 | 213 |
| Employee benefit-defined benefit accounts, managed assets | $177,256,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $77,463,000 | 170 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $253,845,000 | 165 |
| Foundation and endowment trust and agency accounts, managed assets | $121,050,000 | 82 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $62,242,000 | 182 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $171,481,000 | 186 |
| Personal trust and agency accounts, non-managed assets | $17,111,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,648,000 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $71,995,000 | 70 |
| Other retirement accounts, non-managed assets | $21,235,000 | 123 |
| Corporate trust and agency accounts, non-managed assets | $41,847,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | $14,645,000 | 88 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $492,553,000 | 110 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,235,000 | 134 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,091,161,000 | 180 |
| Managed Assets ($) | $928,941,000 | 154 |
| Personal trust and agency accounts, managed assets | $287,549,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,367,000 | 216 |
| Employee benefit-defined benefit accounts, managed assets | $179,611,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $78,805,000 | 166 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $254,047,000 | 168 |
| Foundation and endowment trust and agency accounts, managed assets | $120,562,000 | 80 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $63,562,000 | 176 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $162,220,000 | 189 |
| Personal trust and agency accounts, non-managed assets | $17,190,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,635,000 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $73,106,000 | 69 |
| Other retirement accounts, non-managed assets | $21,293,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $32,015,000 | 63 |
| Investment management and advisory agency accounts, non-managed assets | $13,981,000 | 89 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $493,025,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,293,000 | 136 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,082,031,000 | 178 |
| Managed Assets ($) | $928,469,000 | 152 |
| Personal trust and agency accounts, managed assets | $288,306,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,535,000 | 254 |
| Employee benefit-defined benefit accounts, managed assets | $177,551,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $79,181,000 | 160 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $250,068,000 | 169 |
| Foundation and endowment trust and agency accounts, managed assets | $124,828,000 | 77 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $63,927,000 | 173 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $153,562,000 | 190 |
| Personal trust and agency accounts, non-managed assets | $17,383,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,500,000 | 330 |
| Employee benefit-defined benefit accounts, non-managed Assets | $72,502,000 | 70 |
| Other retirement accounts, non-managed assets | $21,571,000 | 143 |
| Corporate trust and agency accounts, non-managed assets | $22,757,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $14,849,000 | 99 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $486,647,000 | 118 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,571,000 | 163 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,053,353,000 | 176 |
| Managed Assets ($) | $897,368,000 | 151 |
| Personal trust and agency accounts, managed assets | $288,259,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,150,000 | 211 |
| Employee benefit-defined benefit accounts, managed assets | $174,456,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $76,112,000 | 166 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $227,658,000 | 172 |
| Foundation and endowment trust and agency accounts, managed assets | $122,733,000 | 75 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $61,234,000 | 174 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $155,985,000 | 190 |
| Personal trust and agency accounts, non-managed assets | $17,013,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,328,000 | 238 |
| Employee benefit-defined benefit accounts, non-managed Assets | $73,666,000 | 69 |
| Other retirement accounts, non-managed assets | $23,407,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $26,105,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | $11,466,000 | 95 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $439,892,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,407,000 | 122 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,069,964,000 | 173 |
| Managed Assets ($) | $905,646,000 | 148 |
| Personal trust and agency accounts, managed assets | $283,784,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,136,000 | 211 |
| Employee benefit-defined benefit accounts, managed assets | $177,625,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $75,637,000 | 164 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $232,957,000 | 171 |
| Foundation and endowment trust and agency accounts, managed assets | $127,507,000 | 72 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $60,408,000 | 174 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $164,318,000 | 187 |
| Personal trust and agency accounts, non-managed assets | $17,570,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,392,000 | 238 |
| Employee benefit-defined benefit accounts, non-managed Assets | $73,776,000 | 68 |
| Other retirement accounts, non-managed assets | $23,852,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $32,055,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $12,673,000 | 89 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $445,202,000 | 117 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,852,000 | 123 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,060,898,000 | 171 |
| Managed Assets ($) | $891,416,000 | 145 |
| Personal trust and agency accounts, managed assets | $279,424,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,861,000 | 210 |
| Employee benefit-defined benefit accounts, managed assets | $173,999,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $73,479,000 | 164 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $232,780,000 | 169 |
| Foundation and endowment trust and agency accounts, managed assets | $123,873,000 | 73 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $58,250,000 | 175 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $169,482,000 | 186 |
| Personal trust and agency accounts, non-managed assets | $16,917,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,444,000 | 240 |
| Employee benefit-defined benefit accounts, non-managed Assets | $71,195,000 | 71 |
| Other retirement accounts, non-managed assets | $23,349,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $39,987,000 | 55 |
| Investment management and advisory agency accounts, non-managed assets | $13,590,000 | 88 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $434,686,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,349,000 | 126 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,033,480,000 | 169 |
| Managed Assets ($) | $885,194,000 | 146 |
| Personal trust and agency accounts, managed assets | $272,238,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,641,000 | 257 |
| Employee benefit-defined benefit accounts, managed assets | $173,081,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $72,557,000 | 165 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $237,723,000 | 166 |
| Foundation and endowment trust and agency accounts, managed assets | $121,954,000 | 72 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $57,319,000 | 176 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $148,286,000 | 202 |
| Personal trust and agency accounts, non-managed assets | $16,953,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,350,000 | 349 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,138,000 | 72 |
| Other retirement accounts, non-managed assets | $22,952,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $33,512,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | $381,000 | 307 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $430,695,000 | 119 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,952,000 | 163 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $983,640,000 | 169 |
| Managed Assets ($) | $838,197,000 | 147 |
| Personal trust and agency accounts, managed assets | $267,178,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,382,000 | 209 |
| Employee benefit-defined benefit accounts, managed assets | $165,503,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $69,346,000 | 159 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $229,784,000 | 164 |
| Foundation and endowment trust and agency accounts, managed assets | $99,004,000 | 78 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $54,480,000 | 171 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $145,443,000 | 191 |
| Personal trust and agency accounts, non-managed assets | $16,072,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,351,000 | 231 |
| Employee benefit-defined benefit accounts, non-managed Assets | $67,684,000 | 71 |
| Other retirement accounts, non-managed assets | $22,845,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $33,829,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $662,000 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $414,952,000 | 115 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,845,000 | 130 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $952,938,000 | 166 |
| Managed Assets ($) | $807,917,000 | 147 |
| Personal trust and agency accounts, managed assets | $263,553,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,116,000 | 211 |
| Employee benefit-defined benefit accounts, managed assets | $148,582,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $67,208,000 | 158 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $222,895,000 | 164 |
| Foundation and endowment trust and agency accounts, managed assets | $98,563,000 | 78 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 334 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $145,021,000 | 193 |
| Personal trust and agency accounts, non-managed assets | $15,114,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,825,000 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $64,782,000 | 71 |
| Other retirement accounts, non-managed assets | $23,115,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $38,159,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $26,000 | 197 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $401,037,000 | 115 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 331 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $962,672,000 | 168 |
| Managed Assets ($) | $819,826,000 | 144 |
| Personal trust and agency accounts, managed assets | $274,358,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,146,000 | 211 |
| Employee benefit-defined benefit accounts, managed assets | $150,549,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $66,900,000 | 159 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $225,990,000 | 163 |
| Foundation and endowment trust and agency accounts, managed assets | $94,883,000 | 81 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $52,038,000 | 167 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $142,846,000 | 193 |
| Personal trust and agency accounts, non-managed assets | $14,928,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,787,000 | 239 |
| Employee benefit-defined benefit accounts, non-managed Assets | $63,817,000 | 72 |
| Other retirement accounts, non-managed assets | $15,292,000 | 143 |
| Corporate trust and agency accounts, non-managed assets | $36,997,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $26,000 | 199 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,999,000 | 77 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,373,000 | 346 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,292,000 | 160 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $908,771,000 | 172 |
| Managed Assets ($) | $783,945,000 | 146 |
| Personal trust and agency accounts, managed assets | $258,462,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,759,000 | 270 |
| Employee benefit-defined benefit accounts, managed assets | $143,662,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $63,206,000 | 159 |
| Corporate trust and agency accounts, managed assets | $27,000 | 188 |
| Investment management and investment advisory agency accounts, managed assets | $215,339,000 | 166 |
| Foundation and endowment trust and agency accounts, managed assets | $96,490,000 | 78 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $49,328,000 | 169 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $124,826,000 | 217 |
| Personal trust and agency accounts, non-managed assets | $836,000 | 563 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,515,000 | 372 |
| Employee benefit-defined benefit accounts, non-managed Assets | $59,442,000 | 74 |
| Other retirement accounts, non-managed assets | $21,649,000 | 140 |
| Corporate trust and agency accounts, non-managed assets | $38,699,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | $685,000 | 292 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $391,709,000 | 124 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,649,000 | 164 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $873,950,000 | 174 |
| Managed Assets ($) | $771,894,000 | 145 |
| Personal trust and agency accounts, managed assets | $262,477,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,890,000 | 199 |
| Employee benefit-defined benefit accounts, managed assets | $131,044,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $60,231,000 | 163 |
| Corporate trust and agency accounts, managed assets | $425,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $207,048,000 | 165 |
| Foundation and endowment trust and agency accounts, managed assets | $100,779,000 | 75 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $48,202,000 | 167 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $102,056,000 | 214 |
| Personal trust and agency accounts, non-managed assets | $860,000 | 267 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,445,000 | 239 |
| Employee benefit-defined benefit accounts, non-managed Assets | $59,180,000 | 74 |
| Other retirement accounts, non-managed assets | $19,888,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $18,273,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | $410,000 | 175 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $390,581,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,695,000 | 127 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $867,397,000 | 164 |
| Managed Assets ($) | $769,298,000 | 138 |
| Personal trust and agency accounts, managed assets | $258,444,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,439,000 | 201 |
| Employee benefit-defined benefit accounts, managed assets | $127,165,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $59,728,000 | 159 |
| Corporate trust and agency accounts, managed assets | $1,703,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $210,909,000 | 157 |
| Foundation and endowment trust and agency accounts, managed assets | $101,910,000 | 71 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $47,692,000 | 164 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $98,099,000 | 214 |
| Personal trust and agency accounts, non-managed assets | $835,000 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,355,000 | 238 |
| Employee benefit-defined benefit accounts, non-managed Assets | $56,425,000 | 75 |
| Other retirement accounts, non-managed assets | $18,322,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $18,762,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | $400,000 | 168 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $357,624,000 | 122 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,129,000 | 128 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $881,773,000 | 163 |
| Managed Assets ($) | $784,949,000 | 139 |
| Personal trust and agency accounts, managed assets | $262,349,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,639,000 | 203 |
| Employee benefit-defined benefit accounts, managed assets | $131,828,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $58,451,000 | 162 |
| Corporate trust and agency accounts, managed assets | $2,105,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $215,996,000 | 159 |
| Foundation and endowment trust and agency accounts, managed assets | $104,581,000 | 70 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $45,491,000 | 168 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $96,824,000 | 207 |
| Personal trust and agency accounts, non-managed assets | $809,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,390,000 | 241 |
| Employee benefit-defined benefit accounts, non-managed Assets | $56,082,000 | 76 |
| Other retirement accounts, non-managed assets | $16,464,000 | 122 |
| Corporate trust and agency accounts, non-managed assets | $19,690,000 | 67 |
| Investment management and advisory agency accounts, non-managed assets | $389,000 | 164 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $369,677,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,295,000 | 138 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $854,653,000 | 162 |
| Managed Assets ($) | $763,888,000 | 140 |
| Personal trust and agency accounts, managed assets | $256,383,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,900,000 | 251 |
| Employee benefit-defined benefit accounts, managed assets | $126,309,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $56,194,000 | 156 |
| Corporate trust and agency accounts, managed assets | $8,975,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $208,507,000 | 158 |
| Foundation and endowment trust and agency accounts, managed assets | $98,620,000 | 71 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $44,457,000 | 165 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $90,765,000 | 238 |
| Personal trust and agency accounts, non-managed assets | $743,000 | 586 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,131,000 | 384 |
| Employee benefit-defined benefit accounts, non-managed Assets | $52,121,000 | 79 |
| Other retirement accounts, non-managed assets | $15,165,000 | 162 |
| Corporate trust and agency accounts, non-managed assets | $19,228,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | $377,000 | 317 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $347,853,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,881,000 | 192 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $746,445,000 | 177 |
| Managed Assets ($) | $662,559,000 | 149 |
| Personal trust and agency accounts, managed assets | $214,383,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,425,000 | 199 |
| Employee benefit-defined benefit accounts, managed assets | $89,356,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $54,458,000 | 159 |
| Corporate trust and agency accounts, managed assets | $7,135,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $195,690,000 | 157 |
| Foundation and endowment trust and agency accounts, managed assets | $93,112,000 | 71 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $43,073,000 | 163 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $83,886,000 | 216 |
| Personal trust and agency accounts, non-managed assets | $692,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,907,000 | 245 |
| Employee benefit-defined benefit accounts, non-managed Assets | $45,195,000 | 78 |
| Other retirement accounts, non-managed assets | $14,531,000 | 125 |
| Corporate trust and agency accounts, non-managed assets | $20,149,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | $412,000 | 151 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $283,236,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,091,000 | 140 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $839,394,000 | 169 |
| Managed Assets ($) | $728,118,000 | 147 |
| Personal trust and agency accounts, managed assets | $225,613,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,312,000 | 205 |
| Employee benefit-defined benefit accounts, managed assets | $98,370,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $58,208,000 | 158 |
| Corporate trust and agency accounts, managed assets | $13,076,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $218,172,000 | 158 |
| Foundation and endowment trust and agency accounts, managed assets | $105,367,000 | 69 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $46,821,000 | 162 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $111,276,000 | 205 |
| Personal trust and agency accounts, non-managed assets | $777,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,227,000 | 245 |
| Employee benefit-defined benefit accounts, non-managed Assets | $72,697,000 | 70 |
| Other retirement accounts, non-managed assets | $12,877,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $21,301,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | $397,000 | 155 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $276,769,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,034,000 | 150 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $519,841,000 | 234 |
| Managed Assets ($) | $409,654,000 | 220 |
| Personal trust and agency accounts, managed assets | $115,897,000 | 237 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,905,000 | 207 |
| Employee benefit-defined benefit accounts, managed assets | $98,053,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $29,890,000 | 233 |
| Corporate trust and agency accounts, managed assets | $11,929,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $112,083,000 | 230 |
| Foundation and endowment trust and agency accounts, managed assets | $31,897,000 | 139 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $18,465,000 | 237 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $110,187,000 | 210 |
| Personal trust and agency accounts, non-managed assets | $770,000 | 288 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,201,000 | 244 |
| Employee benefit-defined benefit accounts, non-managed Assets | $72,175,000 | 69 |
| Other retirement accounts, non-managed assets | $12,754,000 | 148 |
| Corporate trust and agency accounts, non-managed assets | $21,251,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | $36,000 | 169 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $221,113,000 | 152 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,754,000 | 159 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $510,339,000 | 235 |
| Managed Assets ($) | $403,126,000 | 219 |
| Personal trust and agency accounts, managed assets | $113,484,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,459,000 | 261 |
| Employee benefit-defined benefit accounts, managed assets | $96,439,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $29,356,000 | 244 |
| Corporate trust and agency accounts, managed assets | $10,739,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $111,704,000 | 235 |
| Foundation and endowment trust and agency accounts, managed assets | $31,945,000 | 136 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $17,909,000 | 279 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $107,213,000 | 223 |
| Personal trust and agency accounts, non-managed assets | $731,000 | 607 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,115,000 | 393 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,062,000 | 73 |
| Other retirement accounts, non-managed assets | $12,757,000 | 200 |
| Corporate trust and agency accounts, non-managed assets | $20,509,000 | 90 |
| Investment management and advisory agency accounts, non-managed assets | $39,000 | 374 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $218,577,000 | 170 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,757,000 | 238 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $597,086,000 | 208 |
| Managed Assets ($) | $365,340,000 | 226 |
| Personal trust and agency accounts, managed assets | $109,756,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,218,000 | 208 |
| Employee benefit-defined benefit accounts, managed assets | $91,696,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $29,253,000 | 220 |
| Corporate trust and agency accounts, managed assets | $7,874,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $90,241,000 | 232 |
| Foundation and endowment trust and agency accounts, managed assets | $27,302,000 | 141 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,800,000 | 294 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $231,746,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $693,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,366,000 | 239 |
| Employee benefit-defined benefit accounts, non-managed Assets | $178,771,000 | 50 |
| Other retirement accounts, non-managed assets | $11,748,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $21,194,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | $15,974,000 | 52 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $92,720,000 | 194 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,748,000 | 157 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $569,769,000 | 206 |
| Managed Assets ($) | $351,733,000 | 220 |
| Personal trust and agency accounts, managed assets | $105,594,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,010,000 | 194 |
| Employee benefit-defined benefit accounts, managed assets | $85,858,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $26,598,000 | 217 |
| Corporate trust and agency accounts, managed assets | $12,619,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $83,984,000 | 236 |
| Foundation and endowment trust and agency accounts, managed assets | $25,070,000 | 140 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $15,377,000 | 227 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $218,036,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $231,000 | 302 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,068,000 | 239 |
| Employee benefit-defined benefit accounts, non-managed Assets | $165,907,000 | 50 |
| Other retirement accounts, non-managed assets | $11,401,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $21,842,000 | 73 |
| Investment management and advisory agency accounts, non-managed assets | $15,587,000 | 52 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $82,320,000 | 202 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,401,000 | 153 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $655,742,000 | 195 |
| Managed Assets ($) | $383,628,000 | 215 |
| Personal trust and agency accounts, managed assets | $108,287,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,192,000 | 190 |
| Employee benefit-defined benefit accounts, managed assets | $91,093,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $27,576,000 | 220 |
| Corporate trust and agency accounts, managed assets | $11,290,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $103,819,000 | 229 |
| Foundation and endowment trust and agency accounts, managed assets | $27,371,000 | 138 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $16,340,000 | 228 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $272,114,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $258,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,153,000 | 244 |
| Employee benefit-defined benefit accounts, non-managed Assets | $178,905,000 | 51 |
| Other retirement accounts, non-managed assets | $11,321,000 | 148 |
| Corporate trust and agency accounts, non-managed assets | $77,985,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $492,000 | 137 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $35,242,000 | 268 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,321,000 | 157 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $603,409,000 | 208 |
| Managed Assets ($) | $368,391,000 | 223 |
| Personal trust and agency accounts, managed assets | $113,704,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,437,000 | 204 |
| Employee benefit-defined benefit accounts, managed assets | $74,423,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $26,530,000 | 237 |
| Corporate trust and agency accounts, managed assets | $10,701,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $114,925,000 | 229 |
| Foundation and endowment trust and agency accounts, managed assets | $11,671,000 | 205 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $15,289,000 | 273 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $235,018,000 | 151 |
| Personal trust and agency accounts, non-managed assets | $246,000 | 748 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,194,000 | 382 |
| Employee benefit-defined benefit accounts, non-managed Assets | $171,945,000 | 53 |
| Other retirement accounts, non-managed assets | $11,745,000 | 204 |
| Corporate trust and agency accounts, non-managed assets | $47,407,000 | 78 |
| Investment management and advisory agency accounts, non-managed assets | $481,000 | 263 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,713,000 | 374 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,745,000 | 256 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $525,744,000 | 224 |
| Managed Assets ($) | $360,790,000 | 227 |
| Personal trust and agency accounts, managed assets | $120,538,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,062,000 | 177 |
| Employee benefit-defined benefit accounts, managed assets | $79,342,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $26,103,000 | 214 |
| Corporate trust and agency accounts, managed assets | $6,820,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $110,925,000 | 227 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $164,954,000 | 169 |
| Personal trust and agency accounts, non-managed assets | $1,617,000 | 269 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,220,000 | 139 |
| Employee benefit-defined benefit accounts, non-managed Assets | $44,574,000 | 79 |
| Other retirement accounts, non-managed assets | $11,666,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $51,877,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,060,000 | 275 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $550,700,000 | 216 |
| Managed Assets ($) | $399,150,000 | 205 |
| Personal trust and agency accounts, managed assets | $109,896,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $91,407,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $71,128,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $24,430,000 | 213 |
| Corporate trust and agency accounts, managed assets | $11,320,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $90,969,000 | 240 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $151,550,000 | 171 |
| Personal trust and agency accounts, non-managed assets | $1,493,000 | 273 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,802,000 | 217 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,545,000 | 79 |
| Other retirement accounts, non-managed assets | $51,664,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $49,046,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,731,000 | 284 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,225,627,000 | 132 |
| Managed Assets ($) | $391,563,000 | 195 |
| Personal trust and agency accounts, managed assets | $110,330,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $88,353,000 | 70 |
| Employee benefit-defined benefit accounts, managed assets | $64,295,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $23,986,000 | 207 |
| Corporate trust and agency accounts, managed assets | $10,030,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $94,569,000 | 241 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $834,064,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $1,367,000 | 277 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $605,921,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,485,000 | 77 |
| Other retirement accounts, non-managed assets | $136,831,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $51,460,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,096,697,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,257,437,000 | 133 |
| Managed Assets ($) | $401,108,000 | 202 |
| Personal trust and agency accounts, managed assets | $127,005,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $95,911,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $54,995,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $13,519,000 | 316 |
| Corporate trust and agency accounts, managed assets | $12,166,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $97,512,000 | 259 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $856,329,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $1,519,000 | 530 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $652,438,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,416,000 | 85 |
| Other retirement accounts, non-managed assets | $134,561,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $26,395,000 | 92 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,139,762,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,371,648,000 | 133 |
| Managed Assets ($) | $436,488,000 | 203 |
| Personal trust and agency accounts, managed assets | $140,491,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $108,390,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $66,793,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $14,770,000 | 273 |
| Corporate trust and agency accounts, managed assets | $7,506,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $98,538,000 | 251 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $935,160,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $1,596,000 | 296 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $721,262,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,479,000 | 89 |
| Other retirement accounts, non-managed assets | $141,932,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $27,891,000 | 83 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,314,862,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,452,259,000 | 136 |
| Managed Assets ($) | $457,069,000 | 210 |
| Personal trust and agency accounts, managed assets | $149,255,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $112,049,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $63,672,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $14,565,000 | 281 |
| Corporate trust and agency accounts, managed assets | $11,001,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $106,527,000 | 252 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $995,190,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $1,478,000 | 295 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $747,070,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,602,000 | 102 |
| Other retirement accounts, non-managed assets | $151,259,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $69,781,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,433,754,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,420,066,000 | 143 |
| Managed Assets ($) | $471,019,000 | 206 |
| Personal trust and agency accounts, managed assets | $151,782,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $118,975,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $64,870,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $13,588,000 | 288 |
| Corporate trust and agency accounts, managed assets | $9,756,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $112,048,000 | 256 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $949,047,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $1,566,000 | 297 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $734,009,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,250,000 | 109 |
| Other retirement accounts, non-managed assets | $147,389,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $39,833,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,423,792,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,391,814,000 | 146 |
| Managed Assets ($) | $489,169,000 | 204 |
| Personal trust and agency accounts, managed assets | $158,378,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $121,217,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $65,897,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $14,006,000 | 346 |
| Corporate trust and agency accounts, managed assets | $9,112,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $120,559,000 | 252 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $902,645,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $1,810,000 | 538 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $666,903,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,557,000 | 108 |
| Other retirement accounts, non-managed assets | $146,296,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $56,079,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,455,926,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,151,291,000 | 95 |
| Managed Assets ($) | $707,971,000 | 160 |
| Personal trust and agency accounts, managed assets | $240,857,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $129,660,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $62,691,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $80,214,000 | 102 |
| Corporate trust and agency accounts, managed assets | $31,776,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $111,083,000 | 250 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $51,690,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,443,320,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $1,626,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,889,307,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $52,685,000 | 94 |
| Other retirement accounts, non-managed assets | $459,723,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $39,979,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,562,000 | 296 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,870,613,000 | 103 |
| Managed Assets ($) | $698,493,000 | 167 |
| Personal trust and agency accounts, managed assets | $222,469,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $118,028,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $62,158,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $93,241,000 | 88 |
| Corporate trust and agency accounts, managed assets | $38,529,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $114,116,000 | 248 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $49,952,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,172,120,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $1,593,000 | 295 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,673,389,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $51,399,000 | 95 |
| Other retirement accounts, non-managed assets | $403,478,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $42,261,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,187,000 | 298 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,708,040,000 | 105 |
| Managed Assets ($) | $684,326,000 | 166 |
| Personal trust and agency accounts, managed assets | $210,724,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $112,808,000 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $51,649,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $82,905,000 | 95 |
| Corporate trust and agency accounts, managed assets | $49,671,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $131,170,000 | 227 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $45,399,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,023,714,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $0 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,559,294,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,047,000 | 94 |
| Other retirement accounts, non-managed assets | $367,399,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $46,974,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $36,505,000 | 298 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,595,511,000 | 104 |
| Managed Assets ($) | $720,869,000 | 164 |
| Personal trust and agency accounts, managed assets | $211,912,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $121,916,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $79,466,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $83,032,000 | 98 |
| Corporate trust and agency accounts, managed assets | $51,333,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $127,811,000 | 236 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $45,399,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,874,642,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $0 | 983 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,460,348,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,997,000 | 120 |
| Other retirement accounts, non-managed assets | $347,929,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $44,368,000 | 83 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $36,626,000 | 388 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,407,923,000 | 111 |
| Managed Assets ($) | $686,766,000 | 170 |
| Personal trust and agency accounts, managed assets | $205,348,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $115,933,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $76,323,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $82,604,000 | 95 |
| Corporate trust and agency accounts, managed assets | $42,068,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $112,647,000 | 237 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $51,843,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,721,157,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $0 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,350,543,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,316,000 | 119 |
| Other retirement accounts, non-managed assets | $304,576,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $44,722,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,705,000 | 295 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,215,479,000 | 118 |
| Managed Assets ($) | $708,227,000 | 168 |
| Personal trust and agency accounts, managed assets | $209,916,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $107,642,000 | 76 |
| Employee benefit-defined benefit accounts, managed assets | $74,802,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $82,667,000 | 96 |
| Corporate trust and agency accounts, managed assets | $46,993,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $136,869,000 | 217 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $49,338,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,507,252,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $0 | 342 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,168,304,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,109,000 | 124 |
| Other retirement accounts, non-managed assets | $273,703,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $45,136,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $32,434,000 | 299 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,169,423,000 | 121 |
| Managed Assets ($) | $692,450,000 | 172 |
| Personal trust and agency accounts, managed assets | $218,305,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $111,278,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $77,159,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $77,734,000 | 101 |
| Corporate trust and agency accounts, managed assets | $27,425,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $110,487,000 | 233 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $70,062,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,476,973,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,160,019,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,272,000 | 124 |
| Other retirement accounts, non-managed assets | $246,053,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $50,629,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $32,713,000 | 304 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,033,762,000 | 123 |
| Managed Assets ($) | $696,439,000 | 171 |
| Personal trust and agency accounts, managed assets | $216,490,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $108,155,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $75,702,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $129,943,000 | 65 |
| Corporate trust and agency accounts, managed assets | $23,172,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $106,482,000 | 244 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $36,495,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,337,323,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,012 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,048,771,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,700,000 | 128 |
| Other retirement accounts, non-managed assets | $213,289,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $55,563,000 | 83 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,458,000 | 423 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,061,084,000 | 123 |
| Managed Assets ($) | $798,730,000 | 156 |
| Personal trust and agency accounts, managed assets | $234,582,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $106,665,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $86,393,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $139,668,000 | 61 |
| Corporate trust and agency accounts, managed assets | $21,762,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $108,311,000 | 232 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $101,349,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,262,354,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $0 | 337 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $984,558,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,792,000 | 121 |
| Other retirement accounts, non-managed assets | $203,049,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $54,955,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,092,000 | 291 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,941,285,000 | 121 |
| Managed Assets ($) | $787,129,000 | 153 |
| Personal trust and agency accounts, managed assets | $233,594,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $107,213,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $78,866,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $133,204,000 | 62 |
| Corporate trust and agency accounts, managed assets | $27,252,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $109,223,000 | 235 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $97,777,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,154,156,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $0 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $903,027,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,844,000 | 118 |
| Other retirement accounts, non-managed assets | $176,208,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $55,077,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $45,024,000 | 291 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,869,073,000 | 128 |
| Managed Assets ($) | $800,580,000 | 151 |
| Personal trust and agency accounts, managed assets | $242,524,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $105,121,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $79,879,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $135,528,000 | 65 |
| Corporate trust and agency accounts, managed assets | $26,859,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $109,344,000 | 232 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $101,325,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,068,493,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $852,667,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,008,000 | 138 |
| Other retirement accounts, non-managed assets | $152,385,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $57,433,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $46,340,000 | 294 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,862,457,000 | 131 |
| Managed Assets ($) | $833,170,000 | 142 |
| Personal trust and agency accounts, managed assets | $250,934,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $108,409,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $82,178,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $142,233,000 | 63 |
| Corporate trust and agency accounts, managed assets | $36,186,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $108,628,000 | 240 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $104,602,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,029,287,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,010 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $822,731,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,987,000 | 170 |
| Other retirement accounts, non-managed assets | $138,309,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $62,260,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $46,049,000 | 358 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,701,170,000 | 135 |
| Managed Assets ($) | $783,662,000 | 144 |
| Personal trust and agency accounts, managed assets | $227,709,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $102,468,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $73,538,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $138,674,000 | 64 |
| Corporate trust and agency accounts, managed assets | $32,624,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $103,449,000 | 230 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $105,200,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $917,508,000 | 115 |
| Personal trust and agency accounts, non-managed assets | $0 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $739,310,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,799,000 | 158 |
| Other retirement accounts, non-managed assets | $112,969,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $62,430,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,904,000 | 303 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,703,964,000 | 135 |
| Managed Assets ($) | $822,481,000 | 135 |
| Personal trust and agency accounts, managed assets | $228,115,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $100,155,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $73,284,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $148,659,000 | 62 |
| Corporate trust and agency accounts, managed assets | $37,218,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $117,350,000 | 214 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $117,700,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $881,483,000 | 122 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $708,226,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,790,000 | 158 |
| Other retirement accounts, non-managed assets | $106,953,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $63,514,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,526,000 | 302 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,628,551,000 | 141 |
| Managed Assets ($) | $792,178,000 | 144 |
| Personal trust and agency accounts, managed assets | $218,583,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $127,119,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $95,595,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $79,007,000 | 86 |
| Corporate trust and agency accounts, managed assets | $33,001,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $238,873,000 | 143 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $836,373,000 | 121 |
| Personal trust and agency accounts, non-managed assets | $0 | 363 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $656,683,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,033,000 | 128 |
| Other retirement accounts, non-managed assets | $1,123,000 | 296 |
| Corporate trust and agency accounts, non-managed assets | $158,534,000 | 73 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,407,000 | 309 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,170,144,000 | 167 |
| Managed Assets ($) | $399,685,000 | 219 |
| Personal trust and agency accounts, managed assets | $103,654,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $96,817,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $53,847,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $11,393,000 | 318 |
| Corporate trust and agency accounts, managed assets | $13,025,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $120,949,000 | 210 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $770,459,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,035 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $685,186,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,288,000 | 138 |
| Other retirement accounts, non-managed assets | $969,000 | 666 |
| Corporate trust and agency accounts, non-managed assets | $65,016,000 | 95 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,415,000 | 397 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,050,232,000 | 179 |
| Managed Assets ($) | $378,782,000 | 229 |
| Personal trust and agency accounts, managed assets | $96,280,000 | 277 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $92,520,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $55,747,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $11,235,000 | 261 |
| Corporate trust and agency accounts, managed assets | $10,694,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $112,306,000 | 210 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $671,450,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $0 | 370 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $597,487,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,368,000 | 151 |
| Other retirement accounts, non-managed assets | $386,000 | 324 |
| Corporate trust and agency accounts, non-managed assets | $63,209,000 | 90 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,375,000 | 316 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,003,622,000 | 185 |
| Managed Assets ($) | $372,722,000 | 231 |
| Personal trust and agency accounts, managed assets | $95,200,000 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $89,362,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $54,505,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $10,837,000 | 262 |
| Corporate trust and agency accounts, managed assets | $15,290,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $107,528,000 | 210 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $630,900,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $0 | 377 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $563,929,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,170,000 | 150 |
| Other retirement accounts, non-managed assets | $354,000 | 326 |
| Corporate trust and agency accounts, non-managed assets | $56,447,000 | 97 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,603,000 | 320 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $910,259,000 | 198 |
| Managed Assets ($) | $355,255,000 | 235 |
| Personal trust and agency accounts, managed assets | $89,866,000 | 296 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $80,996,000 | 96 |
| Employee benefit-defined benefit accounts, managed assets | $49,181,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $10,195,000 | 271 |
| Corporate trust and agency accounts, managed assets | $12,646,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $112,371,000 | 202 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $555,004,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $0 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $482,909,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,490,000 | 150 |
| Other retirement accounts, non-managed assets | $300,000 | 333 |
| Corporate trust and agency accounts, non-managed assets | $62,305,000 | 98 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,132,000 | 338 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $813,798,000 | 207 |
| Managed Assets ($) | $345,078,000 | 240 |
| Personal trust and agency accounts, managed assets | $88,697,000 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,155,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $51,114,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $10,278,000 | 325 |
| Corporate trust and agency accounts, managed assets | $12,912,000 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $107,922,000 | 209 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $468,720,000 | 155 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,066 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $397,677,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,569,000 | 167 |
| Other retirement accounts, non-managed assets | $308,000 | 763 |
| Corporate trust and agency accounts, non-managed assets | $61,166,000 | 107 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,040,000 | 430 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $686,360,000 | 209 |
| Managed Assets ($) | $341,900,000 | 237 |
| Personal trust and agency accounts, managed assets | $105,097,000 | 300 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $76,738,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $24,157,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $14,527,000 | 254 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $121,381,000 | 186 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $344,460,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $0 | 992 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $241,295,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,600,000 | 112 |
| Other retirement accounts, non-managed assets | $14,000 | 821 |
| Corporate trust and agency accounts, non-managed assets | $64,551,000 | 111 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,137,000 | 386 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |