Home > First Commonwealth Bank > Total Fiduciary and Related Assets
First Commonwealth 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 | $1,577,968,000 | 204 |
| Managed Assets ($) | $1,444,555,000 | 170 |
| Personal trust and agency accounts, managed assets | $255,060,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,534,000 | 306 |
| Employee benefit-defined benefit accounts, managed assets | $40,427,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $226,033,000 | 113 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $842,063,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | $77,612,000 | 155 |
| Other fiduciary accounts, managed assets | $826,000 | 130 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $224,999,000 | 111 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $133,413,000 | 251 |
| Personal trust and agency accounts, non-managed assets | $30,838,000 | 215 |
| 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 | $91,023,000 | 56 |
| Other retirement accounts, non-managed assets | $8,181,000 | 268 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $3,335,000 | 203 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,000 | 232 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $142,192,000 | 220 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,181,000 | 294 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,443,877,000 | 205 |
| Managed Assets ($) | $1,343,106,000 | 171 |
| Personal trust and agency accounts, managed assets | $248,497,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,341,000 | 214 |
| Employee benefit-defined benefit accounts, managed assets | $41,309,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $207,276,000 | 114 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $767,230,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | $74,436,000 | 145 |
| Other fiduciary accounts, managed assets | $2,017,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $206,392,000 | 110 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $100,771,000 | 240 |
| Personal trust and agency accounts, non-managed assets | $27,847,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 247 |
| Employee benefit-defined benefit accounts, non-managed Assets | $62,390,000 | 60 |
| Other retirement accounts, non-managed assets | $7,474,000 | 182 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $3,024,000 | 143 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,000 | 183 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $143,849,000 | 197 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,474,000 | 192 |
| 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 | $1,478,385,000 | 201 |
| Managed Assets ($) | $1,373,808,000 | 166 |
| Personal trust and agency accounts, managed assets | $259,281,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,406,000 | 253 |
| Employee benefit-defined benefit accounts, managed assets | $43,173,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $209,924,000 | 111 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $780,201,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $76,825,000 | 147 |
| Other fiduciary accounts, managed assets | $1,998,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $208,803,000 | 106 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $104,577,000 | 265 |
| Personal trust and agency accounts, non-managed assets | $28,846,000 | 191 |
| 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 | $64,629,000 | 65 |
| Other retirement accounts, non-managed assets | $7,859,000 | 209 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $3,207,000 | 169 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,000 | 196 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $157,338,000 | 195 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,859,000 | 223 |
| 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 | $1,444,075,000 | 211 |
| Managed Assets ($) | $1,337,253,000 | 177 |
| Personal trust and agency accounts, managed assets | $257,376,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $936,000 | 223 |
| Employee benefit-defined benefit accounts, managed assets | $43,640,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $201,058,000 | 119 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $759,571,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | $72,595,000 | 150 |
| Other fiduciary accounts, managed assets | $2,077,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $200,807,000 | 110 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $106,822,000 | 240 |
| Personal trust and agency accounts, non-managed assets | $32,468,000 | 167 |
| 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 | $63,454,000 | 71 |
| Other retirement accounts, non-managed assets | $7,690,000 | 181 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $3,174,000 | 149 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,000 | 138 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $154,590,000 | 190 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,690,000 | 196 |
| 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 | $1,393,413,000 | 212 |
| Managed Assets ($) | $1,289,496,000 | 180 |
| Personal trust and agency accounts, managed assets | $257,106,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $900,000 | 347 |
| Employee benefit-defined benefit accounts, managed assets | $41,758,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $192,922,000 | 122 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $724,659,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | $70,088,000 | 161 |
| Other fiduciary accounts, managed assets | $2,063,000 | 101 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $192,674,000 | 112 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $103,917,000 | 277 |
| Personal trust and agency accounts, non-managed assets | $30,577,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $513,000 | 336 |
| Employee benefit-defined benefit accounts, non-managed Assets | $61,046,000 | 76 |
| Other retirement accounts, non-managed assets | $8,348,000 | 258 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $3,397,000 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,000 | 187 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $156,865,000 | 213 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,348,000 | 301 |
| 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 | $1,308,525,000 | 211 |
| Managed Assets ($) | $1,207,294,000 | 180 |
| Personal trust and agency accounts, managed assets | $231,198,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $869,000 | 239 |
| Employee benefit-defined benefit accounts, managed assets | $39,266,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $182,334,000 | 127 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $685,413,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | $66,167,000 | 159 |
| Other fiduciary accounts, managed assets | $2,047,000 | 69 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $182,087,000 | 117 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $101,231,000 | 245 |
| Personal trust and agency accounts, non-managed assets | $30,374,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $515,000 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $57,689,000 | 75 |
| Other retirement accounts, non-managed assets | $9,351,000 | 174 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $3,266,000 | 149 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,000 | 143 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $140,196,000 | 196 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,352,000 | 188 |
| 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 | $1,371,128,000 | 176 |
| Managed Assets ($) | $1,268,490,000 | 151 |
| Personal trust and agency accounts, managed assets | $262,021,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $918,000 | 262 |
| Employee benefit-defined benefit accounts, managed assets | $42,069,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $191,300,000 | 117 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $700,397,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | $69,610,000 | 147 |
| Other fiduciary accounts, managed assets | $2,175,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $191,048,000 | 108 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $102,638,000 | 236 |
| Personal trust and agency accounts, non-managed assets | $32,888,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $525,000 | 253 |
| Employee benefit-defined benefit accounts, non-managed Assets | $57,594,000 | 67 |
| Other retirement accounts, non-managed assets | $9,757,000 | 183 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $1,838,000 | 171 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,000 | 146 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $76,761,000 | 222 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,757,000 | 202 |
| 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 | $1,456,429,000 | 181 |
| Managed Assets ($) | $1,337,403,000 | 157 |
| Personal trust and agency accounts, managed assets | $254,950,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,030,000 | 230 |
| Employee benefit-defined benefit accounts, managed assets | $48,140,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $213,949,000 | 114 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $738,913,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | $78,233,000 | 142 |
| Other fiduciary accounts, managed assets | $2,188,000 | 60 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $213,692,000 | 107 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $119,026,000 | 209 |
| Personal trust and agency accounts, non-managed assets | $38,756,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $536,000 | 221 |
| Employee benefit-defined benefit accounts, non-managed Assets | $66,680,000 | 67 |
| Other retirement accounts, non-managed assets | $11,032,000 | 158 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $1,986,000 | 147 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,000 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $59,545,000 | 224 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,032,000 | 176 |
| 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 | $1,532,013,000 | 184 |
| Managed Assets ($) | $1,404,618,000 | 159 |
| Personal trust and agency accounts, managed assets | $267,176,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,070,000 | 350 |
| Employee benefit-defined benefit accounts, managed assets | $51,750,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $222,218,000 | 116 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $776,950,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | $83,192,000 | 147 |
| Other fiduciary accounts, managed assets | $2,262,000 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $221,954,000 | 107 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $127,395,000 | 237 |
| Personal trust and agency accounts, non-managed assets | $41,725,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $542,000 | 333 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,862,000 | 71 |
| Other retirement accounts, non-managed assets | $12,134,000 | 213 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $2,096,000 | 227 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,000 | 170 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,535,000 | 275 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,134,000 | 253 |
| 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 | $1,482,234,000 | 182 |
| Managed Assets ($) | $1,356,296,000 | 161 |
| Personal trust and agency accounts, managed assets | $260,431,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,053,000 | 232 |
| Employee benefit-defined benefit accounts, managed assets | $48,904,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $213,989,000 | 118 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $748,479,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | $80,909,000 | 137 |
| Other fiduciary accounts, managed assets | $2,531,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $213,724,000 | 110 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $125,938,000 | 211 |
| Personal trust and agency accounts, non-managed assets | $39,022,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $548,000 | 221 |
| Employee benefit-defined benefit accounts, non-managed Assets | $72,395,000 | 69 |
| Other retirement accounts, non-managed assets | $11,504,000 | 154 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $2,433,000 | 144 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,000 | 121 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $66,519,000 | 216 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,504,000 | 175 |
| 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 | $1,494,066,000 | 181 |
| Managed Assets ($) | $1,367,710,000 | 157 |
| Personal trust and agency accounts, managed assets | $270,521,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,064,000 | 271 |
| Employee benefit-defined benefit accounts, managed assets | $49,407,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $215,110,000 | 120 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $740,431,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | $87,630,000 | 140 |
| Other fiduciary accounts, managed assets | $3,547,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $214,844,000 | 111 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $126,356,000 | 234 |
| Personal trust and agency accounts, non-managed assets | $38,608,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $546,000 | 254 |
| Employee benefit-defined benefit accounts, non-managed Assets | $72,921,000 | 69 |
| Other retirement accounts, non-managed assets | $11,770,000 | 170 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $2,475,000 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,000 | 133 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $66,679,000 | 240 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,769,000 | 197 |
| 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 | $1,430,807,000 | 181 |
| Managed Assets ($) | $1,306,352,000 | 158 |
| Personal trust and agency accounts, managed assets | $260,882,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,015,000 | 241 |
| Employee benefit-defined benefit accounts, managed assets | $46,920,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $200,641,000 | 123 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $710,228,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | $83,121,000 | 136 |
| Other fiduciary accounts, managed assets | $3,545,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $200,115,000 | 113 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $124,455,000 | 205 |
| Personal trust and agency accounts, non-managed assets | $38,160,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $543,000 | 219 |
| Employee benefit-defined benefit accounts, non-managed Assets | $71,260,000 | 67 |
| Other retirement accounts, non-managed assets | $11,446,000 | 157 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $3,009,000 | 134 |
| Foundation and endowment trust and agency accounts, non-managed assets | $37,000 | 117 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,816,000 | 218 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,446,000 | 176 |
| 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 | $1,341,935,000 | 189 |
| Managed Assets ($) | $1,216,977,000 | 163 |
| Personal trust and agency accounts, managed assets | $249,673,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $976,000 | 362 |
| Employee benefit-defined benefit accounts, managed assets | $46,269,000 | 90 |
| Other employee benefit and retirement-related accounts, managed assets | $190,927,000 | 122 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $644,136,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | $81,451,000 | 140 |
| Other fiduciary accounts, managed assets | $3,545,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $190,408,000 | 116 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $124,958,000 | 225 |
| Personal trust and agency accounts, non-managed assets | $39,938,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $549,000 | 339 |
| Employee benefit-defined benefit accounts, non-managed Assets | $69,960,000 | 71 |
| Other retirement accounts, non-managed assets | $11,409,000 | 218 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $3,065,000 | 203 |
| Foundation and endowment trust and agency accounts, non-managed assets | $37,000 | 177 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,383,000 | 272 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,408,000 | 265 |
| 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 | $1,211,345,000 | 192 |
| Managed Assets ($) | $1,096,430,000 | 165 |
| Personal trust and agency accounts, managed assets | $236,891,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $904,000 | 240 |
| Employee benefit-defined benefit accounts, managed assets | $41,855,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $174,323,000 | 123 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $563,994,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | $74,898,000 | 130 |
| Other fiduciary accounts, managed assets | $3,565,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $173,829,000 | 114 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $114,915,000 | 204 |
| Personal trust and agency accounts, non-managed assets | $38,879,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $622,000 | 226 |
| Employee benefit-defined benefit accounts, non-managed Assets | $61,581,000 | 70 |
| Other retirement accounts, non-managed assets | $10,612,000 | 159 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $3,184,000 | 132 |
| Foundation and endowment trust and agency accounts, non-managed assets | $37,000 | 121 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,797,000 | 219 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,612,000 | 183 |
| 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 | $1,167,711,000 | 192 |
| Managed Assets ($) | $1,056,765,000 | 164 |
| Personal trust and agency accounts, managed assets | $226,415,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $847,000 | 273 |
| Employee benefit-defined benefit accounts, managed assets | $39,577,000 | 90 |
| Other employee benefit and retirement-related accounts, managed assets | $163,457,000 | 125 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $546,786,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | $71,770,000 | 137 |
| Other fiduciary accounts, managed assets | $7,913,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $162,974,000 | 118 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $110,946,000 | 226 |
| Personal trust and agency accounts, non-managed assets | $37,561,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $611,000 | 256 |
| Employee benefit-defined benefit accounts, non-managed Assets | $58,382,000 | 74 |
| Other retirement accounts, non-managed assets | $11,211,000 | 172 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $3,144,000 | 153 |
| Foundation and endowment trust and agency accounts, non-managed assets | $37,000 | 133 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $50,700,000 | 242 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,211,000 | 195 |
| 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 | $1,057,792,000 | 191 |
| Managed Assets ($) | $958,950,000 | 163 |
| Personal trust and agency accounts, managed assets | $208,332,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $764,000 | 240 |
| Employee benefit-defined benefit accounts, managed assets | $34,869,000 | 90 |
| Other employee benefit and retirement-related accounts, managed assets | $143,113,000 | 125 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $499,168,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | $64,900,000 | 127 |
| Other fiduciary accounts, managed assets | $7,804,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $142,663,000 | 119 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $98,842,000 | 213 |
| Personal trust and agency accounts, non-managed assets | $32,888,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $600,000 | 225 |
| Employee benefit-defined benefit accounts, non-managed Assets | $51,763,000 | 73 |
| Other retirement accounts, non-managed assets | $10,501,000 | 154 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $3,053,000 | 129 |
| Foundation and endowment trust and agency accounts, non-managed assets | $37,000 | 127 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $45,928,000 | 226 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,501,000 | 178 |
| 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 | $1,121,047,000 | 198 |
| Managed Assets ($) | $1,007,142,000 | 169 |
| Personal trust and agency accounts, managed assets | $233,571,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $718,000 | 369 |
| Employee benefit-defined benefit accounts, managed assets | $40,266,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $155,645,000 | 132 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $492,662,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | $76,606,000 | 132 |
| Other fiduciary accounts, managed assets | $7,674,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $154,943,000 | 126 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $113,905,000 | 236 |
| Personal trust and agency accounts, non-managed assets | $36,453,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $603,000 | 356 |
| Employee benefit-defined benefit accounts, non-managed Assets | $59,654,000 | 72 |
| Other retirement accounts, non-managed assets | $13,950,000 | 190 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $3,208,000 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $37,000 | 186 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $54,895,000 | 281 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,950,000 | 229 |
| 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 | $1,086,471,000 | 198 |
| Managed Assets ($) | $975,359,000 | 166 |
| Personal trust and agency accounts, managed assets | $230,758,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $690,000 | 244 |
| Employee benefit-defined benefit accounts, managed assets | $37,891,000 | 95 |
| Other employee benefit and retirement-related accounts, managed assets | $141,159,000 | 133 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $519,158,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | $37,923,000 | 170 |
| Other fiduciary accounts, managed assets | $7,780,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $140,482,000 | 128 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $111,112,000 | 213 |
| Personal trust and agency accounts, non-managed assets | $35,932,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $614,000 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $55,604,000 | 73 |
| Other retirement accounts, non-managed assets | $15,758,000 | 138 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $3,166,000 | 132 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,000 | 131 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $53,403,000 | 221 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,758,000 | 159 |
| 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 | $1,069,466,000 | 198 |
| Managed Assets ($) | $956,628,000 | 166 |
| Personal trust and agency accounts, managed assets | $230,784,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $962,000 | 264 |
| Employee benefit-defined benefit accounts, managed assets | $37,500,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $133,721,000 | 138 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $508,536,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | $37,374,000 | 181 |
| Other fiduciary accounts, managed assets | $7,751,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $133,050,000 | 130 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $112,838,000 | 224 |
| Personal trust and agency accounts, non-managed assets | $37,129,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $603,000 | 253 |
| Employee benefit-defined benefit accounts, non-managed Assets | $55,909,000 | 74 |
| Other retirement accounts, non-managed assets | $15,964,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $3,195,000 | 145 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,000 | 137 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $54,173,000 | 239 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,964,000 | 170 |
| 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 | $1,046,913,000 | 199 |
| Managed Assets ($) | $937,478,000 | 167 |
| Personal trust and agency accounts, managed assets | $227,834,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,506,000 | 257 |
| Employee benefit-defined benefit accounts, managed assets | $36,761,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $124,655,000 | 139 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $499,935,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | $38,138,000 | 179 |
| Other fiduciary accounts, managed assets | $8,649,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $124,002,000 | 134 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $109,435,000 | 226 |
| Personal trust and agency accounts, non-managed assets | $34,899,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $594,000 | 257 |
| Employee benefit-defined benefit accounts, non-managed Assets | $54,984,000 | 75 |
| Other retirement accounts, non-managed assets | $15,692,000 | 147 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $3,228,000 | 146 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,000 | 140 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $54,104,000 | 233 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,692,000 | 165 |
| 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 | $949,855,000 | 200 |
| Managed Assets ($) | $847,279,000 | 171 |
| Personal trust and agency accounts, managed assets | $217,824,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,409,000 | 349 |
| Employee benefit-defined benefit accounts, managed assets | $34,075,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $114,991,000 | 137 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $438,218,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | $35,570,000 | 182 |
| Other fiduciary accounts, managed assets | $5,192,000 | 77 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $114,003,000 | 131 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $102,576,000 | 238 |
| Personal trust and agency accounts, non-managed assets | $32,523,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $585,000 | 366 |
| Employee benefit-defined benefit accounts, non-managed Assets | $51,050,000 | 78 |
| Other retirement accounts, non-managed assets | $15,217,000 | 177 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $3,163,000 | 205 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,000 | 190 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $50,052,000 | 277 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,217,000 | 214 |
| 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 | $1,034,230,000 | 201 |
| Managed Assets ($) | $921,335,000 | 167 |
| Personal trust and agency accounts, managed assets | $239,695,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,661,000 | 261 |
| Employee benefit-defined benefit accounts, managed assets | $36,484,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $120,657,000 | 141 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $477,227,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | $40,443,000 | 169 |
| Other fiduciary accounts, managed assets | $5,168,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $119,554,000 | 134 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $112,895,000 | 227 |
| Personal trust and agency accounts, non-managed assets | $35,790,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $592,000 | 257 |
| Employee benefit-defined benefit accounts, non-managed Assets | $55,336,000 | 78 |
| Other retirement accounts, non-managed assets | $17,850,000 | 140 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $3,289,000 | 147 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,000 | 141 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,345,000 | 233 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,850,000 | 155 |
| 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 | $998,059,000 | 202 |
| Managed Assets ($) | $887,091,000 | 166 |
| Personal trust and agency accounts, managed assets | $230,208,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,697,000 | 265 |
| Employee benefit-defined benefit accounts, managed assets | $35,405,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $113,799,000 | 146 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $462,083,000 | 132 |
| Foundation and endowment trust and agency accounts, managed assets | $39,281,000 | 169 |
| Other fiduciary accounts, managed assets | $4,618,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $113,152,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $110,968,000 | 233 |
| Personal trust and agency accounts, non-managed assets | $33,992,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $592,000 | 258 |
| Employee benefit-defined benefit accounts, non-managed Assets | $54,200,000 | 80 |
| Other retirement accounts, non-managed assets | $18,874,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $3,271,000 | 144 |
| Foundation and endowment trust and agency accounts, non-managed assets | $39,000 | 143 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $53,391,000 | 236 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,874,000 | 142 |
| 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 | $982,602,000 | 203 |
| Managed Assets ($) | $861,287,000 | 169 |
| Personal trust and agency accounts, managed assets | $228,551,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,670,000 | 264 |
| Employee benefit-defined benefit accounts, managed assets | $35,379,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $111,856,000 | 148 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $439,008,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | $40,218,000 | 166 |
| Other fiduciary accounts, managed assets | $4,605,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $111,211,000 | 137 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $121,315,000 | 226 |
| Personal trust and agency accounts, non-managed assets | $43,537,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $590,000 | 261 |
| Employee benefit-defined benefit accounts, non-managed Assets | $54,254,000 | 79 |
| Other retirement accounts, non-managed assets | $19,601,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $3,294,000 | 147 |
| Foundation and endowment trust and agency accounts, non-managed assets | $39,000 | 140 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $54,364,000 | 234 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,601,000 | 139 |
| 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 | $979,434,000 | 205 |
| Managed Assets ($) | $841,076,000 | 174 |
| Personal trust and agency accounts, managed assets | $228,262,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,935,000 | 356 |
| Employee benefit-defined benefit accounts, managed assets | $35,928,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $111,871,000 | 148 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $418,104,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | $40,388,000 | 169 |
| Other fiduciary accounts, managed assets | $4,588,000 | 81 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $111,221,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $138,358,000 | 216 |
| Personal trust and agency accounts, non-managed assets | $56,301,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $605,000 | 382 |
| Employee benefit-defined benefit accounts, non-managed Assets | $55,127,000 | 81 |
| Other retirement accounts, non-managed assets | $20,925,000 | 147 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $5,361,000 | 171 |
| Foundation and endowment trust and agency accounts, non-managed assets | $39,000 | 190 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $87,722,000 | 234 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,925,000 | 171 |
| 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 | $956,057,000 | 203 |
| Managed Assets ($) | $820,707,000 | 173 |
| Personal trust and agency accounts, managed assets | $216,653,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,889,000 | 261 |
| Employee benefit-defined benefit accounts, managed assets | $34,057,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $106,308,000 | 151 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $415,886,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | $39,945,000 | 161 |
| Other fiduciary accounts, managed assets | $5,969,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $105,671,000 | 143 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $135,350,000 | 216 |
| Personal trust and agency accounts, non-managed assets | $55,195,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $602,000 | 261 |
| Employee benefit-defined benefit accounts, non-managed Assets | $52,034,000 | 77 |
| Other retirement accounts, non-managed assets | $21,256,000 | 122 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $6,224,000 | 124 |
| Foundation and endowment trust and agency accounts, non-managed assets | $39,000 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $82,822,000 | 213 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,256,000 | 131 |
| 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 | $920,670,000 | 201 |
| Managed Assets ($) | $785,204,000 | 172 |
| Personal trust and agency accounts, managed assets | $199,124,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,819,000 | 262 |
| Employee benefit-defined benefit accounts, managed assets | $33,088,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $101,500,000 | 152 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $404,012,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | $39,796,000 | 160 |
| Other fiduciary accounts, managed assets | $5,865,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $100,875,000 | 145 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $135,466,000 | 212 |
| Personal trust and agency accounts, non-managed assets | $56,732,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $599,000 | 262 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,736,000 | 77 |
| Other retirement accounts, non-managed assets | $21,210,000 | 123 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $6,149,000 | 125 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,000 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $78,447,000 | 214 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,210,000 | 133 |
| 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 | $679,468,000 | 232 |
| Managed Assets ($) | $601,711,000 | 207 |
| Personal trust and agency accounts, managed assets | $173,494,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,774,000 | 265 |
| Employee benefit-defined benefit accounts, managed assets | $32,384,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $82,253,000 | 174 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $263,903,000 | 167 |
| Foundation and endowment trust and agency accounts, managed assets | $41,668,000 | 158 |
| Other fiduciary accounts, managed assets | $6,235,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $81,991,000 | 165 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $77,757,000 | 241 |
| Personal trust and agency accounts, non-managed assets | $14,542,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 273 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,613,000 | 79 |
| Other retirement accounts, non-managed assets | $7,318,000 | 194 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $6,244,000 | 120 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,000 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $42,899,000 | 247 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,318,000 | 216 |
| 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 | $668,848,000 | 231 |
| Managed Assets ($) | $591,466,000 | 206 |
| Personal trust and agency accounts, managed assets | $166,662,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,715,000 | 370 |
| Employee benefit-defined benefit accounts, managed assets | $31,718,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $81,925,000 | 169 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $266,256,000 | 164 |
| Foundation and endowment trust and agency accounts, managed assets | $36,702,000 | 170 |
| Other fiduciary accounts, managed assets | $6,488,000 | 72 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $81,663,000 | 158 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $266,256,000 | 32 |
| Non-managed Assets ($) | $77,382,000 | 266 |
| Personal trust and agency accounts, non-managed assets | $14,508,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 433 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,057,000 | 81 |
| Other retirement accounts, non-managed assets | $7,392,000 | 283 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $6,385,000 | 152 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,000 | 190 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $43,790,000 | 296 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,392,000 | 325 |
| 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 | $659,891,000 | 232 |
| Managed Assets ($) | $603,144,000 | 201 |
| Personal trust and agency accounts, managed assets | $169,404,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,714,000 | 271 |
| Employee benefit-defined benefit accounts, managed assets | $30,809,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $81,113,000 | 170 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $270,646,000 | 159 |
| Foundation and endowment trust and agency accounts, managed assets | $41,130,000 | 149 |
| Other fiduciary accounts, managed assets | $8,328,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $80,848,000 | 158 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $56,747,000 | 270 |
| Personal trust and agency accounts, non-managed assets | $14,101,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 276 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,162,000 | 87 |
| Other retirement accounts, non-managed assets | $7,041,000 | 200 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $6,403,000 | 116 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,000 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $43,834,000 | 242 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,041,000 | 220 |
| 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 | $658,441,000 | 233 |
| Managed Assets ($) | $601,960,000 | 203 |
| Personal trust and agency accounts, managed assets | $170,896,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,667,000 | 273 |
| Employee benefit-defined benefit accounts, managed assets | $30,371,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $80,270,000 | 168 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $267,457,000 | 162 |
| Foundation and endowment trust and agency accounts, managed assets | $43,257,000 | 144 |
| Other fiduciary accounts, managed assets | $8,042,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $80,005,000 | 158 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $56,481,000 | 272 |
| Personal trust and agency accounts, non-managed assets | $14,018,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 280 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,545,000 | 87 |
| Other retirement accounts, non-managed assets | $6,858,000 | 207 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $7,019,000 | 118 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,000 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $43,549,000 | 245 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,858,000 | 230 |
| 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 | $668,439,000 | 228 |
| Managed Assets ($) | $601,523,000 | 200 |
| Personal trust and agency accounts, managed assets | $177,768,000 | 214 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,657,000 | 273 |
| Employee benefit-defined benefit accounts, managed assets | $30,245,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $81,403,000 | 162 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $260,063,000 | 162 |
| Foundation and endowment trust and agency accounts, managed assets | $42,626,000 | 142 |
| Other fiduciary accounts, managed assets | $7,761,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $81,140,000 | 151 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $66,916,000 | 256 |
| Personal trust and agency accounts, non-managed assets | $16,114,000 | 170 |
| 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 | $34,714,000 | 85 |
| Other retirement accounts, non-managed assets | $6,626,000 | 205 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $9,421,000 | 105 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,000 | 149 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $35,492,000 | 263 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,626,000 | 230 |
| 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 | $651,923,000 | 233 |
| Managed Assets ($) | $581,129,000 | 205 |
| Personal trust and agency accounts, managed assets | $182,334,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,599,000 | 385 |
| Employee benefit-defined benefit accounts, managed assets | $26,962,000 | 117 |
| Other employee benefit and retirement-related accounts, managed assets | $79,514,000 | 163 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $243,992,000 | 165 |
| Foundation and endowment trust and agency accounts, managed assets | $43,472,000 | 145 |
| Other fiduciary accounts, managed assets | $3,256,000 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $79,253,000 | 151 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $243,992,000 | 33 |
| Non-managed Assets ($) | $70,794,000 | 265 |
| Personal trust and agency accounts, non-managed assets | $16,194,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 461 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,197,000 | 86 |
| Other retirement accounts, non-managed assets | $8,555,000 | 260 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $10,807,000 | 118 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,000 | 198 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $41,416,000 | 304 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,555,000 | 316 |
| 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 | $636,209,000 | 233 |
| Managed Assets ($) | $560,424,000 | 205 |
| Personal trust and agency accounts, managed assets | $169,460,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,567,000 | 271 |
| Employee benefit-defined benefit accounts, managed assets | $24,179,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $79,278,000 | 160 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $240,652,000 | 163 |
| Foundation and endowment trust and agency accounts, managed assets | $43,456,000 | 142 |
| Other fiduciary accounts, managed assets | $1,832,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $79,016,000 | 148 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $75,785,000 | 243 |
| Personal trust and agency accounts, non-managed assets | $21,013,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 284 |
| Employee benefit-defined benefit accounts, non-managed Assets | $34,229,000 | 86 |
| Other retirement accounts, non-managed assets | $8,630,000 | 183 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $11,872,000 | 92 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,000 | 146 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,149,000 | 232 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,630,000 | 205 |
| 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 | $670,675,000 | 234 |
| Managed Assets ($) | $585,017,000 | 205 |
| Personal trust and agency accounts, managed assets | $183,738,000 | 214 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,862,000 | 273 |
| Employee benefit-defined benefit accounts, managed assets | $25,654,000 | 114 |
| Other employee benefit and retirement-related accounts, managed assets | $81,125,000 | 162 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $245,391,000 | 168 |
| Foundation and endowment trust and agency accounts, managed assets | $45,914,000 | 145 |
| Other fiduciary accounts, managed assets | $1,333,000 | 89 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $80,862,000 | 149 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $85,658,000 | 241 |
| Personal trust and agency accounts, non-managed assets | $22,043,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,508,000 | 239 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,541,000 | 85 |
| Other retirement accounts, non-managed assets | $9,295,000 | 178 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $14,135,000 | 89 |
| Foundation and endowment trust and agency accounts, non-managed assets | $136,000 | 141 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $45,964,000 | 256 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,295,000 | 204 |
| 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 | $685,439,000 | 231 |
| Managed Assets ($) | $585,291,000 | 205 |
| Personal trust and agency accounts, managed assets | $189,576,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,857,000 | 268 |
| Employee benefit-defined benefit accounts, managed assets | $25,614,000 | 117 |
| Other employee benefit and retirement-related accounts, managed assets | $80,913,000 | 163 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $240,238,000 | 172 |
| Foundation and endowment trust and agency accounts, managed assets | $45,762,000 | 141 |
| Other fiduciary accounts, managed assets | $1,331,000 | 91 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $80,650,000 | 147 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $100,148,000 | 230 |
| Personal trust and agency accounts, non-managed assets | $22,938,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,483,000 | 209 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,613,000 | 82 |
| Other retirement accounts, non-managed assets | $9,286,000 | 181 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $13,976,000 | 90 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,852,000 | 104 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $41,997,000 | 260 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,286,000 | 208 |
| 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 | $681,503,000 | 231 |
| Managed Assets ($) | $569,818,000 | 210 |
| Personal trust and agency accounts, managed assets | $186,855,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,834,000 | 386 |
| Employee benefit-defined benefit accounts, managed assets | $25,110,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $78,140,000 | 165 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $231,451,000 | 174 |
| Foundation and endowment trust and agency accounts, managed assets | $45,096,000 | 143 |
| Other fiduciary accounts, managed assets | $1,332,000 | 133 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $77,877,000 | 149 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $231,451,000 | 35 |
| Non-managed Assets ($) | $111,685,000 | 222 |
| Personal trust and agency accounts, non-managed assets | $22,885,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,752,000 | 229 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,040,000 | 84 |
| Other retirement accounts, non-managed assets | $10,994,000 | 235 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $17,383,000 | 89 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,631,000 | 119 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $40,587,000 | 320 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,994,000 | 281 |
| 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 | $764,825,000 | 210 |
| Managed Assets ($) | $555,835,000 | 206 |
| Personal trust and agency accounts, managed assets | $180,715,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,824,000 | 272 |
| Employee benefit-defined benefit accounts, managed assets | $24,189,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $77,218,000 | 160 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $224,746,000 | 174 |
| Foundation and endowment trust and agency accounts, managed assets | $45,812,000 | 135 |
| Other fiduciary accounts, managed assets | $1,331,000 | 89 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $76,956,000 | 145 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $208,990,000 | 169 |
| Personal trust and agency accounts, non-managed assets | $24,655,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $118,256,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,228,000 | 87 |
| Other retirement accounts, non-managed assets | $10,416,000 | 173 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $16,761,000 | 78 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,674,000 | 104 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,574,000 | 261 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,416,000 | 197 |
| 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 | $780,335,000 | 206 |
| Managed Assets ($) | $565,197,000 | 205 |
| Personal trust and agency accounts, managed assets | $184,905,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,900,000 | 235 |
| Employee benefit-defined benefit accounts, managed assets | $24,321,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $80,352,000 | 157 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $222,539,000 | 174 |
| Foundation and endowment trust and agency accounts, managed assets | $45,844,000 | 135 |
| Other fiduciary accounts, managed assets | $1,336,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $80,090,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $215,138,000 | 168 |
| Personal trust and agency accounts, non-managed assets | $24,949,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $122,427,000 | 109 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,926,000 | 87 |
| Other retirement accounts, non-managed assets | $11,521,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $17,564,000 | 77 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,751,000 | 100 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $45,322,000 | 255 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,521,000 | 192 |
| 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 | $769,909,000 | 204 |
| Managed Assets ($) | $554,098,000 | 204 |
| Personal trust and agency accounts, managed assets | $184,724,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,791,000 | 235 |
| Employee benefit-defined benefit accounts, managed assets | $23,522,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $76,924,000 | 158 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $213,982,000 | 175 |
| Foundation and endowment trust and agency accounts, managed assets | $47,818,000 | 129 |
| Other fiduciary accounts, managed assets | $1,337,000 | 82 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $76,664,000 | 141 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $215,811,000 | 167 |
| Personal trust and agency accounts, non-managed assets | $24,684,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $121,037,000 | 111 |
| Employee benefit-defined benefit accounts, non-managed Assets | $34,871,000 | 89 |
| Other retirement accounts, non-managed assets | $11,256,000 | 167 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $21,288,000 | 71 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,675,000 | 101 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,756,000 | 229 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,256,000 | 190 |
| 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 | $775,434,000 | 203 |
| Managed Assets ($) | $548,905,000 | 201 |
| Personal trust and agency accounts, managed assets | $184,177,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,707,000 | 300 |
| Employee benefit-defined benefit accounts, managed assets | $23,308,000 | 127 |
| Other employee benefit and retirement-related accounts, managed assets | $76,830,000 | 158 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $210,710,000 | 174 |
| Foundation and endowment trust and agency accounts, managed assets | $46,835,000 | 134 |
| Other fiduciary accounts, managed assets | $1,338,000 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $76,571,000 | 142 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $210,710,000 | 37 |
| Non-managed Assets ($) | $226,529,000 | 163 |
| Personal trust and agency accounts, non-managed assets | $25,000,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $130,040,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $34,500,000 | 87 |
| Other retirement accounts, non-managed assets | $11,255,000 | 233 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $24,365,000 | 71 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,369,000 | 136 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $67,372,000 | 262 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,255,000 | 284 |
| 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 | $746,130,000 | 199 |
| Managed Assets ($) | $531,351,000 | 199 |
| Personal trust and agency accounts, managed assets | $178,832,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,571,000 | 220 |
| Employee benefit-defined benefit accounts, managed assets | $21,595,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $70,785,000 | 157 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $200,718,000 | 173 |
| Foundation and endowment trust and agency accounts, managed assets | $44,631,000 | 128 |
| Other fiduciary accounts, managed assets | $8,219,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $70,525,000 | 142 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $214,779,000 | 164 |
| Personal trust and agency accounts, non-managed assets | $24,068,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $123,582,000 | 109 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,489,000 | 90 |
| Other retirement accounts, non-managed assets | $10,676,000 | 170 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $22,707,000 | 67 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,257,000 | 114 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $66,687,000 | 220 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,676,000 | 200 |
| 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 | $755,531,000 | 193 |
| Managed Assets ($) | $527,529,000 | 191 |
| Personal trust and agency accounts, managed assets | $177,334,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,214,000 | 224 |
| Employee benefit-defined benefit accounts, managed assets | $20,703,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $68,078,000 | 157 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $203,403,000 | 169 |
| Foundation and endowment trust and agency accounts, managed assets | $42,855,000 | 127 |
| Other fiduciary accounts, managed assets | $8,942,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $67,818,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $228,002,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $23,759,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $136,820,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,428,000 | 89 |
| Other retirement accounts, non-managed assets | $10,878,000 | 169 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $23,978,000 | 65 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,139,000 | 117 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $95,700,000 | 193 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,878,000 | 196 |
| 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 | $762,923,000 | 192 |
| Managed Assets ($) | $524,758,000 | 192 |
| Personal trust and agency accounts, managed assets | $180,855,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,435,000 | 193 |
| Employee benefit-defined benefit accounts, managed assets | $29,738,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $67,122,000 | 158 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $189,291,000 | 180 |
| Foundation and endowment trust and agency accounts, managed assets | $42,387,000 | 130 |
| Other fiduciary accounts, managed assets | $2,930,000 | 74 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $66,856,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $238,165,000 | 152 |
| Personal trust and agency accounts, non-managed assets | $23,761,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $142,776,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,671,000 | 86 |
| Other retirement accounts, non-managed assets | $10,660,000 | 172 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $28,093,000 | 64 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,204,000 | 118 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $87,748,000 | 205 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,660,000 | 196 |
| 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 | $739,112,000 | 194 |
| Managed Assets ($) | $503,435,000 | 192 |
| Personal trust and agency accounts, managed assets | $173,475,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,926,000 | 212 |
| Employee benefit-defined benefit accounts, managed assets | $28,209,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $61,928,000 | 162 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $182,462,000 | 185 |
| Foundation and endowment trust and agency accounts, managed assets | $40,503,000 | 134 |
| Other fiduciary accounts, managed assets | $2,932,000 | 93 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $61,662,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $182,462,000 | 39 |
| Non-managed Assets ($) | $235,677,000 | 152 |
| Personal trust and agency accounts, non-managed assets | $23,061,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $145,244,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,296,000 | 92 |
| Other retirement accounts, non-managed assets | $9,957,000 | 250 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $25,969,000 | 69 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,150,000 | 135 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $76,970,000 | 252 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,957,000 | 308 |
| 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 | $777,175,000 | 191 |
| Managed Assets ($) | $513,470,000 | 189 |
| Personal trust and agency accounts, managed assets | $182,846,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,020,000 | 177 |
| Employee benefit-defined benefit accounts, managed assets | $27,672,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $59,496,000 | 165 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $183,409,000 | 180 |
| Foundation and endowment trust and agency accounts, managed assets | $41,094,000 | 125 |
| Other fiduciary accounts, managed assets | $2,933,000 | 69 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $59,229,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $263,705,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $23,030,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $171,218,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,212,000 | 88 |
| Other retirement accounts, non-managed assets | $11,174,000 | 156 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $26,884,000 | 63 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,187,000 | 110 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,699,000 | 230 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,174,000 | 185 |
| 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 | $752,761,000 | 185 |
| Managed Assets ($) | $489,122,000 | 188 |
| Personal trust and agency accounts, managed assets | $175,056,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,470,000 | 181 |
| Employee benefit-defined benefit accounts, managed assets | $26,075,000 | 121 |
| Other employee benefit and retirement-related accounts, managed assets | $54,335,000 | 172 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $174,933,000 | 184 |
| Foundation and endowment trust and agency accounts, managed assets | $40,318,000 | 124 |
| Other fiduciary accounts, managed assets | $2,935,000 | 69 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $54,069,000 | 149 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $263,639,000 | 144 |
| Personal trust and agency accounts, non-managed assets | $23,000,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $173,182,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,003,000 | 87 |
| Other retirement accounts, non-managed assets | $11,045,000 | 155 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $26,235,000 | 58 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,174,000 | 107 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $79,290,000 | 205 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,045,000 | 183 |
| 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 | $776,433,000 | 183 |
| Managed Assets ($) | $502,733,000 | 187 |
| Personal trust and agency accounts, managed assets | $190,149,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,716,000 | 180 |
| Employee benefit-defined benefit accounts, managed assets | $26,340,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $53,186,000 | 177 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $172,376,000 | 189 |
| Foundation and endowment trust and agency accounts, managed assets | $41,311,000 | 125 |
| Other fiduciary accounts, managed assets | $3,655,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $52,921,000 | 148 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $273,700,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $22,959,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $180,186,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,887,000 | 87 |
| Other retirement accounts, non-managed assets | $11,822,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $27,586,000 | 57 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,260,000 | 105 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $76,750,000 | 213 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,822,000 | 178 |
| 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 | $745,509,000 | 183 |
| Managed Assets ($) | $483,840,000 | 185 |
| Personal trust and agency accounts, managed assets | $189,756,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,600,000 | 200 |
| Employee benefit-defined benefit accounts, managed assets | $24,485,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $48,371,000 | 179 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $162,450,000 | 191 |
| Foundation and endowment trust and agency accounts, managed assets | $39,770,000 | 123 |
| Other fiduciary accounts, managed assets | $4,408,000 | 69 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $48,106,000 | 155 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $162,450,000 | 42 |
| Non-managed Assets ($) | $261,669,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $28,321,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $167,216,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,903,000 | 92 |
| Other retirement accounts, non-managed assets | $11,314,000 | 209 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $25,689,000 | 64 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,226,000 | 123 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $68,904,000 | 261 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,314,000 | 263 |
| 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 | $712,350,000 | 182 |
| Managed Assets ($) | $465,356,000 | 179 |
| Personal trust and agency accounts, managed assets | $339,678,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,313,000 | 175 |
| Employee benefit-defined benefit accounts, managed assets | $22,513,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $45,893,000 | 183 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 358 |
| Foundation and endowment trust and agency accounts, managed assets | $37,193,000 | 119 |
| Other fiduciary accounts, managed assets | $4,766,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $45,629,000 | 160 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $246,994,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $52,483,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $160,408,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,064,000 | 91 |
| Other retirement accounts, non-managed assets | $10,857,000 | 151 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,182,000 | 102 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $59,401,000 | 227 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,857,000 | 172 |
| 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 | $789,825,000 | 181 |
| Managed Assets ($) | $504,094,000 | 180 |
| Personal trust and agency accounts, managed assets | $366,651,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,134,000 | 164 |
| Employee benefit-defined benefit accounts, managed assets | $24,766,000 | 127 |
| Other employee benefit and retirement-related accounts, managed assets | $47,136,000 | 185 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 362 |
| Foundation and endowment trust and agency accounts, managed assets | $40,192,000 | 117 |
| Other fiduciary accounts, managed assets | $5,215,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $46,879,000 | 161 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $285,731,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $58,005,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $189,739,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,423,000 | 90 |
| Other retirement accounts, non-managed assets | $12,274,000 | 148 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,290,000 | 99 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $65,876,000 | 220 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,274,000 | 165 |
| 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 | $799,186,000 | 179 |
| Managed Assets ($) | $499,371,000 | 179 |
| Personal trust and agency accounts, managed assets | $362,520,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,918,000 | 166 |
| Employee benefit-defined benefit accounts, managed assets | $24,234,000 | 127 |
| Other employee benefit and retirement-related accounts, managed assets | $45,302,000 | 186 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 368 |
| Foundation and endowment trust and agency accounts, managed assets | $39,998,000 | 115 |
| Other fiduciary accounts, managed assets | $7,399,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $45,049,000 | 159 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $299,815,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $63,936,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $197,748,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,343,000 | 90 |
| Other retirement accounts, non-managed assets | $12,475,000 | 152 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,313,000 | 98 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $68,762,000 | 221 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,475,000 | 163 |
| 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 | $794,372,000 | 181 |
| Managed Assets ($) | $499,039,000 | 179 |
| Personal trust and agency accounts, managed assets | $235,425,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,170,000 | 187 |
| Employee benefit-defined benefit accounts, managed assets | $23,429,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $45,308,000 | 185 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $130,816,000 | 220 |
| Foundation and endowment trust and agency accounts, managed assets | $39,308,000 | 114 |
| Other fiduciary accounts, managed assets | $5,583,000 | 69 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $45,055,000 | 157 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $295,333,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $31,717,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $197,944,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,280,000 | 102 |
| Other retirement accounts, non-managed assets | $12,378,000 | 205 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $32,704,000 | 47 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,310,000 | 123 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $65,492,000 | 277 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,378,000 | 245 |
| 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 | $754,199,000 | 183 |
| Managed Assets ($) | $476,850,000 | 179 |
| Personal trust and agency accounts, managed assets | $353,971,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,088,000 | 171 |
| Employee benefit-defined benefit accounts, managed assets | $22,220,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $42,581,000 | 180 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 354 |
| Foundation and endowment trust and agency accounts, managed assets | $34,403,000 | 115 |
| Other fiduciary accounts, managed assets | $5,587,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $42,324,000 | 156 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $277,349,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $62,978,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $184,143,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,293,000 | 94 |
| Other retirement accounts, non-managed assets | $11,702,000 | 150 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,233,000 | 100 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,428,000 | 232 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,702,000 | 158 |
| 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 | $714,022,000 | 182 |
| Managed Assets ($) | $446,091,000 | 181 |
| Personal trust and agency accounts, managed assets | $332,204,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,927,000 | 172 |
| Employee benefit-defined benefit accounts, managed assets | $20,575,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $39,041,000 | 179 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, managed assets | $31,751,000 | 115 |
| Other fiduciary accounts, managed assets | $5,593,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $38,786,000 | 154 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $267,931,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $68,426,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $170,815,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,272,000 | 95 |
| Other retirement accounts, non-managed assets | $11,230,000 | 150 |
| Corporate trust and agency accounts, non-managed assets | $2,000 | 151 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,186,000 | 99 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,550,000 | 230 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,230,000 | 159 |
| 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 | $747,944,000 | 181 |
| Managed Assets ($) | $455,534,000 | 186 |
| Personal trust and agency accounts, managed assets | $336,559,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,922,000 | 171 |
| Employee benefit-defined benefit accounts, managed assets | $21,549,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $38,018,000 | 186 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 359 |
| Foundation and endowment trust and agency accounts, managed assets | $34,835,000 | 116 |
| Other fiduciary accounts, managed assets | $5,651,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $37,766,000 | 157 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $292,410,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $69,248,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $185,374,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,153,000 | 93 |
| Other retirement accounts, non-managed assets | $11,750,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $2,000 | 150 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,883,000 | 72 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,242,000 | 237 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,750,000 | 155 |
| 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 | $741,569,000 | 183 |
| Managed Assets ($) | $437,018,000 | 194 |
| Personal trust and agency accounts, managed assets | $206,274,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,188,000 | 195 |
| Employee benefit-defined benefit accounts, managed assets | $21,008,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $34,398,000 | 201 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $113,246,000 | 231 |
| Foundation and endowment trust and agency accounts, managed assets | $38,249,000 | 107 |
| Other fiduciary accounts, managed assets | $5,655,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $34,149,000 | 169 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $304,551,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $48,226,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $181,076,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,550,000 | 102 |
| Other retirement accounts, non-managed assets | $11,219,000 | 214 |
| Corporate trust and agency accounts, non-managed assets | $34,000 | 286 |
| Investment management and advisory agency accounts, non-managed assets | $28,312,000 | 38 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,134,000 | 53 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $59,561,000 | 291 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,219,000 | 265 |
| 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 | $691,312,000 | 192 |
| Managed Assets ($) | $425,051,000 | 199 |
| Personal trust and agency accounts, managed assets | $221,082,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,795,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $26,151,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $12,002,000 | 263 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $134,021,000 | 209 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $266,261,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $76,922,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $157,955,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $31,349,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $35,000 | 144 |
| 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 | $94,908,000 | 202 |
| 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 | $642,091,000 | 195 |
| Managed Assets ($) | $398,962,000 | 206 |
| Personal trust and agency accounts, managed assets | $207,409,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,662,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $23,807,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $12,068,000 | 265 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $127,016,000 | 208 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $243,129,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $69,035,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $145,917,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $28,142,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $35,000 | 145 |
| 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 | $90,320,000 | 212 |
| 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 | $612,206,000 | 195 |
| Managed Assets ($) | $382,714,000 | 203 |
| Personal trust and agency accounts, managed assets | $200,834,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,068,000 | 138 |
| Employee benefit-defined benefit accounts, managed assets | $21,649,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $11,012,000 | 264 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $123,151,000 | 210 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $229,492,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $64,139,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $137,973,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $27,346,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $34,000 | 146 |
| 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 | $92,552,000 | 216 |
| 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 | $663,096,000 | 190 |
| Managed Assets ($) | $422,217,000 | 191 |
| Personal trust and agency accounts, managed assets | $232,533,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,250,000 | 158 |
| Employee benefit-defined benefit accounts, managed assets | $22,220,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $12,068,000 | 335 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $129,146,000 | 215 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $240,879,000 | 146 |
| Personal trust and agency accounts, non-managed assets | $60,201,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $152,502,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $28,142,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $34,000 | 296 |
| 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 | $98,322,000 | 248 |
| 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 | $745,464,000 | 187 |
| Managed Assets ($) | $474,815,000 | 187 |
| Personal trust and agency accounts, managed assets | $259,829,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,775,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $26,223,000 | 111 |
| Other employee benefit and retirement-related accounts, managed assets | $13,000 | 374 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $145,975,000 | 208 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $270,649,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $65,170,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $205,316,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $29,000 | 325 |
| Corporate trust and agency accounts, non-managed assets | $134,000 | 148 |
| 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 | $103,859,000 | 226 |
| 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 | $769,600,000 | 195 |
| Managed Assets ($) | $487,860,000 | 193 |
| Personal trust and agency accounts, managed assets | $270,427,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,469,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $23,269,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $15,000 | 380 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $148,680,000 | 211 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $281,740,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $67,638,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $213,938,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $32,000 | 329 |
| Corporate trust and agency accounts, non-managed assets | $132,000 | 152 |
| 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 | $110,358,000 | 219 |
| 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 | $801,675,000 | 198 |
| Managed Assets ($) | $509,741,000 | 193 |
| Personal trust and agency accounts, managed assets | $276,030,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,979,000 | 159 |
| Employee benefit-defined benefit accounts, managed assets | $26,973,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $16,138,000 | 273 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $160,621,000 | 209 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $291,934,000 | 148 |
| Personal trust and agency accounts, non-managed assets | $68,636,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,166,000 | 196 |
| Employee benefit-defined benefit accounts, non-managed Assets | $163,515,000 | 60 |
| Other retirement accounts, non-managed assets | $33,485,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $132,000 | 149 |
| 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 | $17,291,000 | 334 |
| 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 | $837,610,000 | 195 |
| Managed Assets ($) | $528,510,000 | 188 |
| Personal trust and agency accounts, managed assets | $285,130,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,556,000 | 171 |
| Employee benefit-defined benefit accounts, managed assets | $28,171,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $15,569,000 | 316 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $167,084,000 | 204 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $309,100,000 | 151 |
| Personal trust and agency accounts, non-managed assets | $76,112,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $199,264,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $33,593,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $131,000 | 274 |
| 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 | $109,168,000 | 252 |
| 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 | $842,031,000 | 192 |
| Managed Assets ($) | $542,273,000 | 187 |
| Personal trust and agency accounts, managed assets | $291,013,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,336,000 | 164 |
| Employee benefit-defined benefit accounts, managed assets | $28,115,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $17,040,000 | 263 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $173,769,000 | 198 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $299,758,000 | 148 |
| Personal trust and agency accounts, non-managed assets | $65,609,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,643,000 | 201 |
| Employee benefit-defined benefit accounts, non-managed Assets | $174,362,000 | 60 |
| Other retirement accounts, non-managed assets | $36,015,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $129,000 | 152 |
| 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 | $112,689,000 | 227 |
| 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 | $1,180,079,000 | 168 |
| Managed Assets ($) | $532,070,000 | 195 |
| Personal trust and agency accounts, managed assets | $286,168,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,184,000 | 218 |
| Employee benefit-defined benefit accounts, managed assets | $27,152,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $35,123,000 | 192 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $169,443,000 | 202 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $648,009,000 | 126 |
| Personal trust and agency accounts, non-managed assets | $64,167,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $41,829,000 | 170 |
| Employee benefit-defined benefit accounts, non-managed Assets | $169,207,000 | 64 |
| Other retirement accounts, non-managed assets | $16,770,000 | 147 |
| Corporate trust and agency accounts, non-managed assets | $356,036,000 | 49 |
| 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 | $113,207,000 | 233 |
| 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 | $1,198,135,000 | 167 |
| Managed Assets ($) | $517,915,000 | 197 |
| Personal trust and agency accounts, managed assets | $277,988,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,392,000 | 165 |
| Employee benefit-defined benefit accounts, managed assets | $26,365,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $15,650,000 | 267 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $165,520,000 | 202 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $680,220,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $62,390,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,124,000 | 201 |
| Employee benefit-defined benefit accounts, non-managed Assets | $163,347,000 | 63 |
| Other retirement accounts, non-managed assets | $34,935,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $393,424,000 | 47 |
| 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 | $112,420,000 | 230 |
| 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 | $1,213,395,000 | 167 |
| Managed Assets ($) | $522,945,000 | 193 |
| Personal trust and agency accounts, managed assets | $281,915,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,089,000 | 184 |
| Employee benefit-defined benefit accounts, managed assets | $25,839,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $15,675,000 | 303 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $167,427,000 | 197 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $690,450,000 | 119 |
| Personal trust and agency accounts, non-managed assets | $60,446,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $33,397,000 | 214 |
| Employee benefit-defined benefit accounts, non-managed Assets | $177,831,000 | 62 |
| Other retirement accounts, non-managed assets | $34,359,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $384,417,000 | 49 |
| 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 | $113,592,000 | 253 |
| 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 | $1,206,550,000 | 165 |
| Managed Assets ($) | $524,578,000 | 191 |
| Personal trust and agency accounts, managed assets | $281,125,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,018,000 | 163 |
| Employee benefit-defined benefit accounts, managed assets | $24,981,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $16,670,000 | 247 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $170,784,000 | 197 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $681,972,000 | 121 |
| Personal trust and agency accounts, non-managed assets | $55,964,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $32,998,000 | 181 |
| Employee benefit-defined benefit accounts, non-managed Assets | $162,667,000 | 67 |
| Other retirement accounts, non-managed assets | $33,605,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $396,738,000 | 51 |
| 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 | $124,007,000 | 223 |
| 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 | $1,196,336,000 | 168 |
| Managed Assets ($) | $512,234,000 | 196 |
| Personal trust and agency accounts, managed assets | $275,850,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,106,000 | 171 |
| Employee benefit-defined benefit accounts, managed assets | $24,221,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $18,842,000 | 236 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $165,215,000 | 202 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $684,102,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $54,752,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,625,000 | 185 |
| Employee benefit-defined benefit accounts, non-managed Assets | $160,077,000 | 71 |
| Other retirement accounts, non-managed assets | $32,930,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $404,718,000 | 54 |
| 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 | $122,894,000 | 223 |
| 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 | $1,187,803,000 | 168 |
| Managed Assets ($) | $513,687,000 | 195 |
| Personal trust and agency accounts, managed assets | $270,147,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,938,000 | 181 |
| Employee benefit-defined benefit accounts, managed assets | $24,476,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $18,842,000 | 237 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $172,284,000 | 193 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $674,116,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $55,149,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $202,101,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $32,930,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $383,936,000 | 55 |
| 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 | $123,426,000 | 225 |
| 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 | $0 | 1,867 |
| Fiduciary or related activity | $0 | 1,792 |
| Total fiduciary and related assets | $0 | 1,786 |
| Managed Assets ($) | $0 | 1,677 |
| Personal trust and agency accounts, managed assets | $0 | 1,621 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 755 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 819 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 918 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,365 |
| 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 | $0 | 688 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $0 | 867 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| 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 | $0 | 966 |
| 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 | $0 | 1,877 |
| Fiduciary or related activity | $0 | 1,783 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Personal trust and agency accounts, managed assets | $0 | 409 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 329 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 246 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 370 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 412 |
| 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 | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
| Other retirement accounts, non-managed assets | $0 | 324 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| 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 | $0 | 396 |
| 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 | $0 | 1,881 |
| Fiduciary or related activity | $0 | 1,792 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Personal trust and agency accounts, managed assets | $0 | 423 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 344 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 251 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 373 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 384 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 429 |
| 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 | $0 | 346 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $0 | 334 |
| Corporate trust and agency accounts, non-managed assets | $0 | 195 |
| 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 | $0 | 414 |
| 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 | $0 | 1,895 |
| Fiduciary or related activity | $0 | 1,801 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Personal trust and agency accounts, managed assets | $0 | 424 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 343 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 253 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 383 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 431 |
| 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 | $0 | 342 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| 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 | $0 | 414 |
| 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 | $0 | 1,898 |
| Fiduciary or related activity | $0 | 1,821 |
| Total fiduciary and related assets | $0 | 1,810 |
| Managed Assets ($) | $0 | 1,698 |
| Personal trust and agency accounts, managed assets | $0 | 1,639 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 765 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 442 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 797 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 911 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,358 |
| 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 | $0 | 699 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $0 | 862 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| 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 | $0 | 996 |
| 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 | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Personal trust and agency accounts, managed assets | $0 | 411 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 338 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 243 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 421 |
| 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 | $0 | 334 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $0 | 327 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| 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 | $0 | 404 |
| 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 | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Personal trust and agency accounts, managed assets | $0 | 418 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 338 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 372 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 429 |
| 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 | $0 | 343 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $0 | 338 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| 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 | $0 | 409 |
| 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 | $0 | 1,930 |
| Fiduciary or related activity | $0 | 1,848 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Personal trust and agency accounts, managed assets | $0 | 426 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 344 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 363 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 380 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 436 |
| 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 | $0 | 347 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| 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 | $0 | 416 |
| 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 | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Personal trust and agency accounts, managed assets | $0 | 1,694 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 794 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 448 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 809 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 932 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,404 |
| 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 | $0 | 727 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $0 | 879 |
| Corporate trust and agency accounts, non-managed assets | $0 | 431 |
| 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 | $0 | 1,022 |
| 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 | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Personal trust and agency accounts, managed assets | $0 | 432 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 347 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 256 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 364 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 445 |
| 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 | $0 | 350 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $0 | 350 |
| Corporate trust and agency accounts, non-managed assets | $0 | 201 |
| 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 | $0 | 430 |
| 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 | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Personal trust and agency accounts, managed assets | $0 | 436 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 353 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 387 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 447 |
| 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 | $0 | 354 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $0 | 349 |
| Corporate trust and agency accounts, non-managed assets | $0 | 205 |
| 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 | $0 | 431 |
| 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 | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Personal trust and agency accounts, managed assets | $0 | 450 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 360 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 261 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 376 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 391 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 458 |
| 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 | $0 | 359 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $0 | 354 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| 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 | $0 | 442 |
| 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 | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Personal trust and agency accounts, managed assets | $0 | 1,748 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 832 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 476 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 820 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 941 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,452 |
| 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 | $0 | 762 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $0 | 883 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| 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 | $0 | 1,046 |
| 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 | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Personal trust and agency accounts, managed assets | $0 | 1,716 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 814 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 769 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 857 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,377 |
| 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 | $0 | 725 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $0 | 833 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| 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 | $0 | 969 |
| 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 |