Home > Great Western Bank > Total Fiduciary and Related Assets
Great Western Bank, Total Fiduciary and Related Assets
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,211,931,000 | 150 |
| Managed Assets ($) | $1,491,193,000 | 151 |
| Personal trust and agency accounts, managed assets | $717,327,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 387 |
| Employee benefit-defined benefit accounts, managed assets | $4,558,000 | 181 |
| Other employee benefit and retirement-related accounts, managed assets | $155,815,000 | 150 |
| Corporate trust and agency accounts, managed assets | $3,717,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $556,730,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | $46,860,000 | 189 |
| Other fiduciary accounts, managed assets | $6,186,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $149,391,000 | 148 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $720,738,000 | 117 |
| Personal trust and agency accounts, non-managed assets | $318,343,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $342,215,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,507,000 | 104 |
| Other retirement accounts, non-managed assets | $25,382,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $2,175,000 | 97 |
| Investment management and advisory agency accounts, non-managed assets | $25,076,000 | 84 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,040,000 | 106 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $53,919,000 | 287 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $41,090,000 | 119 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,006,548,000 | 155 |
| Managed Assets ($) | $1,378,391,000 | 159 |
| Personal trust and agency accounts, managed assets | $592,104,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 249 |
| Employee benefit-defined benefit accounts, managed assets | $4,438,000 | 148 |
| Other employee benefit and retirement-related accounts, managed assets | $150,802,000 | 151 |
| Corporate trust and agency accounts, managed assets | $3,714,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $571,233,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | $45,159,000 | 174 |
| Other fiduciary accounts, managed assets | $10,941,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $143,543,000 | 149 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $628,157,000 | 120 |
| Personal trust and agency accounts, non-managed assets | $221,380,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $349,671,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,843,000 | 103 |
| Other retirement accounts, non-managed assets | $26,426,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $2,088,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | $24,306,000 | 68 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,443,000 | 88 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $71,859,000 | 211 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,158,000 | 91 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,074,643,000 | 152 |
| Managed Assets ($) | $1,384,992,000 | 156 |
| Personal trust and agency accounts, managed assets | $590,033,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 291 |
| Employee benefit-defined benefit accounts, managed assets | $4,523,000 | 159 |
| Other employee benefit and retirement-related accounts, managed assets | $150,010,000 | 156 |
| Corporate trust and agency accounts, managed assets | $3,706,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $578,308,000 | 136 |
| Foundation and endowment trust and agency accounts, managed assets | $45,642,000 | 185 |
| Other fiduciary accounts, managed assets | $12,770,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $142,061,000 | 155 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $689,651,000 | 115 |
| Personal trust and agency accounts, non-managed assets | $290,635,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $341,127,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,682,000 | 110 |
| Other retirement accounts, non-managed assets | $26,766,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $2,993,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | $23,936,000 | 80 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,512,000 | 92 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $58,620,000 | 243 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $44,840,000 | 95 |
| 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 | $1,922,970,000 | 155 |
| Managed Assets ($) | $1,290,407,000 | 162 |
| Personal trust and agency accounts, managed assets | $512,194,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,821,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $4,290,000 | 152 |
| Other employee benefit and retirement-related accounts, managed assets | $138,043,000 | 156 |
| Corporate trust and agency accounts, managed assets | $3,701,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $548,159,000 | 137 |
| Foundation and endowment trust and agency accounts, managed assets | $44,292,000 | 172 |
| Other fiduciary accounts, managed assets | $11,907,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $131,844,000 | 156 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $632,563,000 | 119 |
| Personal trust and agency accounts, non-managed assets | $289,543,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $286,399,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,484,000 | 105 |
| Other retirement accounts, non-managed assets | $25,860,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $3,218,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $23,436,000 | 69 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,405,000 | 85 |
| Other fiduciary accounts, non-managed assets | $218,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $59,427,000 | 220 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $44,849,000 | 84 |
| 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 | $1,863,084,000 | 155 |
| Managed Assets ($) | $1,236,833,000 | 162 |
| Personal trust and agency accounts, managed assets | $506,998,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,548,000 | 142 |
| Employee benefit-defined benefit accounts, managed assets | $4,246,000 | 190 |
| Other employee benefit and retirement-related accounts, managed assets | $132,963,000 | 157 |
| Corporate trust and agency accounts, managed assets | $3,692,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $504,102,000 | 143 |
| Foundation and endowment trust and agency accounts, managed assets | $43,134,000 | 193 |
| Other fiduciary accounts, managed assets | $14,150,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $125,085,000 | 157 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $626,251,000 | 119 |
| Personal trust and agency accounts, non-managed assets | $297,914,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $270,419,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,376,000 | 127 |
| Other retirement accounts, non-managed assets | $26,581,000 | 123 |
| Corporate trust and agency accounts, non-managed assets | $3,195,000 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $24,229,000 | 85 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,319,000 | 108 |
| Other fiduciary accounts, non-managed assets | $218,000 | 79 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,459,000 | 279 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $44,833,000 | 100 |
| 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 | $1,745,055,000 | 153 |
| Managed Assets ($) | $1,139,629,000 | 158 |
| Personal trust and agency accounts, managed assets | $465,415,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,264,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $3,874,000 | 151 |
| Other employee benefit and retirement-related accounts, managed assets | $117,582,000 | 155 |
| Corporate trust and agency accounts, managed assets | $3,685,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $470,674,000 | 144 |
| Foundation and endowment trust and agency accounts, managed assets | $39,455,000 | 171 |
| Other fiduciary accounts, managed assets | $12,680,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $113,854,000 | 155 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $605,426,000 | 116 |
| Personal trust and agency accounts, non-managed assets | $301,332,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $249,654,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,326,000 | 110 |
| Other retirement accounts, non-managed assets | $24,946,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $3,231,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $22,596,000 | 67 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,110,000 | 94 |
| Other fiduciary accounts, non-managed assets | $231,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $59,135,000 | 215 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $45,666,000 | 79 |
| 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 | $1,638,354,000 | 157 |
| Managed Assets ($) | $1,085,886,000 | 161 |
| Personal trust and agency accounts, managed assets | $446,907,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,598,000 | 142 |
| Employee benefit-defined benefit accounts, managed assets | $3,738,000 | 163 |
| Other employee benefit and retirement-related accounts, managed assets | $115,497,000 | 156 |
| Corporate trust and agency accounts, managed assets | $3,771,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $445,143,000 | 144 |
| Foundation and endowment trust and agency accounts, managed assets | $37,503,000 | 185 |
| Other fiduciary accounts, managed assets | $9,729,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $112,015,000 | 152 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $552,468,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $274,395,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $224,586,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,294,000 | 117 |
| Other retirement accounts, non-managed assets | $24,763,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $3,289,000 | 67 |
| Investment management and advisory agency accounts, non-managed assets | $21,797,000 | 76 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,052,000 | 101 |
| Other fiduciary accounts, non-managed assets | $292,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,997,000 | 233 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $45,198,000 | 83 |
| 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 | $1,547,845,000 | 151 |
| Managed Assets ($) | $1,015,891,000 | 159 |
| Personal trust and agency accounts, managed assets | $453,163,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,585,000 | 162 |
| Employee benefit-defined benefit accounts, managed assets | $3,323,000 | 153 |
| Other employee benefit and retirement-related accounts, managed assets | $103,591,000 | 151 |
| Corporate trust and agency accounts, managed assets | $3,828,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $396,400,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | $33,786,000 | 168 |
| Other fiduciary accounts, managed assets | $9,215,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $101,384,000 | 145 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $531,954,000 | 116 |
| Personal trust and agency accounts, non-managed assets | $258,994,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $221,033,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,246,000 | 108 |
| Other retirement accounts, non-managed assets | $23,543,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $3,350,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | $20,060,000 | 67 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,728,000 | 88 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,309,000 | 217 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $43,069,000 | 80 |
| 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 | $1,674,290,000 | 157 |
| Managed Assets ($) | $1,132,249,000 | 161 |
| Personal trust and agency accounts, managed assets | $514,809,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,124,000 | 201 |
| Employee benefit-defined benefit accounts, managed assets | $3,905,000 | 199 |
| Other employee benefit and retirement-related accounts, managed assets | $111,082,000 | 167 |
| Corporate trust and agency accounts, managed assets | $3,848,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $439,933,000 | 148 |
| Foundation and endowment trust and agency accounts, managed assets | $38,957,000 | 188 |
| Other fiduciary accounts, managed assets | $6,591,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $108,070,000 | 163 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $542,041,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $257,504,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $224,507,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $28,515,000 | 111 |
| Corporate trust and agency accounts, non-managed assets | $3,605,000 | 91 |
| Investment management and advisory agency accounts, non-managed assets | $23,430,000 | 87 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,480,000 | 100 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $53,707,000 | 283 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $48,636,000 | 91 |
| 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 | $1,320,119,000 | 182 |
| Managed Assets ($) | $829,322,000 | 178 |
| Personal trust and agency accounts, managed assets | $317,205,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,769,000 | 218 |
| Employee benefit-defined benefit accounts, managed assets | $3,747,000 | 159 |
| Other employee benefit and retirement-related accounts, managed assets | $99,335,000 | 175 |
| Corporate trust and agency accounts, managed assets | $3,788,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $369,320,000 | 158 |
| Foundation and endowment trust and agency accounts, managed assets | $27,768,000 | 193 |
| Other fiduciary accounts, managed assets | $5,390,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $89,942,000 | 177 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $490,797,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $242,744,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $203,333,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 124 |
| Other retirement accounts, non-managed assets | $27,435,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $5,361,000 | 63 |
| Investment management and advisory agency accounts, non-managed assets | $8,328,000 | 102 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,596,000 | 94 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,402,000 | 241 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $36,504,000 | 96 |
| 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 | $1,225,184,000 | 186 |
| Managed Assets ($) | $800,446,000 | 183 |
| Personal trust and agency accounts, managed assets | $308,412,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 283 |
| Employee benefit-defined benefit accounts, managed assets | $3,732,000 | 166 |
| Other employee benefit and retirement-related accounts, managed assets | $97,413,000 | 178 |
| Corporate trust and agency accounts, managed assets | $3,608,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $356,793,000 | 159 |
| Foundation and endowment trust and agency accounts, managed assets | $27,565,000 | 203 |
| Other fiduciary accounts, managed assets | $2,923,000 | 71 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $86,910,000 | 183 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $424,738,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $173,931,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $205,842,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 132 |
| Other retirement accounts, non-managed assets | $27,666,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $5,458,000 | 67 |
| Investment management and advisory agency accounts, non-managed assets | $8,298,000 | 110 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,543,000 | 94 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,853,000 | 262 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $36,900,000 | 103 |
| 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 | $1,231,123,000 | 185 |
| Managed Assets ($) | $745,967,000 | 194 |
| Personal trust and agency accounts, managed assets | $296,956,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 282 |
| Employee benefit-defined benefit accounts, managed assets | $3,599,000 | 166 |
| Other employee benefit and retirement-related accounts, managed assets | $93,661,000 | 178 |
| Corporate trust and agency accounts, managed assets | $3,400,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $320,907,000 | 166 |
| Foundation and endowment trust and agency accounts, managed assets | $26,710,000 | 203 |
| Other fiduciary accounts, managed assets | $734,000 | 93 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $82,407,000 | 186 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $485,156,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $235,241,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $204,675,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $28,718,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $4,899,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | $8,222,000 | 111 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,401,000 | 95 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $48,271,000 | 242 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,985,000 | 98 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,138,233,000 | 185 |
| Managed Assets ($) | $662,140,000 | 198 |
| Personal trust and agency accounts, managed assets | $248,471,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $275,000 | 398 |
| Employee benefit-defined benefit accounts, managed assets | $3,371,000 | 203 |
| Other employee benefit and retirement-related accounts, managed assets | $82,463,000 | 182 |
| Corporate trust and agency accounts, managed assets | $3,343,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $298,772,000 | 163 |
| Foundation and endowment trust and agency accounts, managed assets | $24,709,000 | 214 |
| Other fiduciary accounts, managed assets | $736,000 | 135 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $72,732,000 | 190 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $476,093,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $249,975,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $185,133,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $25,345,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $4,671,000 | 90 |
| Investment management and advisory agency accounts, non-managed assets | $7,913,000 | 148 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,056,000 | 110 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $47,564,000 | 281 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,927,000 | 111 |
| 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 | $1,160,303,000 | 189 |
| Managed Assets ($) | $680,199,000 | 200 |
| Personal trust and agency accounts, managed assets | $261,150,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,290,000 | 138 |
| Employee benefit-defined benefit accounts, managed assets | $3,651,000 | 164 |
| Other employee benefit and retirement-related accounts, managed assets | $81,033,000 | 192 |
| Corporate trust and agency accounts, managed assets | $2,963,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $279,098,000 | 180 |
| Foundation and endowment trust and agency accounts, managed assets | $25,065,000 | 204 |
| Other fiduciary accounts, managed assets | $949,000 | 89 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $70,285,000 | 197 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $480,104,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $253,713,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $183,362,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $25,747,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $5,543,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | $8,412,000 | 117 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,327,000 | 98 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $53,304,000 | 237 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $35,492,000 | 104 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,111,602,000 | 190 |
| Managed Assets ($) | $635,596,000 | 210 |
| Personal trust and agency accounts, managed assets | $261,809,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,169,000 | 146 |
| Employee benefit-defined benefit accounts, managed assets | $3,611,000 | 167 |
| Other employee benefit and retirement-related accounts, managed assets | $80,051,000 | 193 |
| Corporate trust and agency accounts, managed assets | $2,938,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $238,968,000 | 189 |
| Foundation and endowment trust and agency accounts, managed assets | $24,048,000 | 208 |
| Other fiduciary accounts, managed assets | $2,000 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $68,607,000 | 200 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $476,006,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $251,989,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $180,195,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $26,949,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $5,430,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | $8,225,000 | 115 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,218,000 | 97 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $54,383,000 | 234 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,041,000 | 101 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,092,026,000 | 195 |
| Managed Assets ($) | $618,594,000 | 211 |
| Personal trust and agency accounts, managed assets | $264,553,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,546,000 | 161 |
| Employee benefit-defined benefit accounts, managed assets | $3,478,000 | 169 |
| Other employee benefit and retirement-related accounts, managed assets | $75,260,000 | 196 |
| Corporate trust and agency accounts, managed assets | $2,957,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $228,905,000 | 194 |
| Foundation and endowment trust and agency accounts, managed assets | $23,893,000 | 207 |
| Other fiduciary accounts, managed assets | $2,000 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $63,018,000 | 202 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $473,432,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $251,323,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $176,143,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,947,000 | 112 |
| Other retirement accounts, non-managed assets | $26,702,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $4,870,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | $8,297,000 | 114 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,150,000 | 94 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $59,160,000 | 227 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $36,036,000 | 103 |
| 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 | $957,684,000 | 208 |
| Managed Assets ($) | $604,754,000 | 214 |
| Personal trust and agency accounts, managed assets | $264,107,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,952,000 | 219 |
| Employee benefit-defined benefit accounts, managed assets | $3,563,000 | 203 |
| Other employee benefit and retirement-related accounts, managed assets | $75,009,000 | 196 |
| Corporate trust and agency accounts, managed assets | $2,938,000 | 74 |
| Investment management and investment advisory agency accounts, managed assets | $222,285,000 | 196 |
| Foundation and endowment trust and agency accounts, managed assets | $24,219,000 | 223 |
| Other fiduciary accounts, managed assets | $681,000 | 149 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $60,300,000 | 211 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $352,930,000 | 145 |
| Personal trust and agency accounts, non-managed assets | $131,556,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $174,969,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,977,000 | 128 |
| Other retirement accounts, non-managed assets | $26,929,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $4,955,000 | 102 |
| Investment management and advisory agency accounts, non-managed assets | $8,407,000 | 143 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,137,000 | 113 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $58,244,000 | 264 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,273,000 | 108 |
| 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 | $952,821,000 | 204 |
| Managed Assets ($) | $599,020,000 | 214 |
| Personal trust and agency accounts, managed assets | $270,934,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,289,000 | 200 |
| Employee benefit-defined benefit accounts, managed assets | $3,456,000 | 170 |
| Other employee benefit and retirement-related accounts, managed assets | $74,513,000 | 191 |
| Corporate trust and agency accounts, managed assets | $3,108,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $214,133,000 | 199 |
| Foundation and endowment trust and agency accounts, managed assets | $22,907,000 | 207 |
| Other fiduciary accounts, managed assets | $680,000 | 92 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $59,221,000 | 203 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $353,801,000 | 145 |
| Personal trust and agency accounts, non-managed assets | $122,896,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $167,477,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,093,000 | 109 |
| Other retirement accounts, non-managed assets | $27,076,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $5,974,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $24,251,000 | 74 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,034,000 | 98 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $64,120,000 | 227 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,214,000 | 94 |
| 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 | $908,272,000 | 204 |
| Managed Assets ($) | $561,362,000 | 216 |
| Personal trust and agency accounts, managed assets | $254,705,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,624,000 | 230 |
| Employee benefit-defined benefit accounts, managed assets | $3,453,000 | 169 |
| Other employee benefit and retirement-related accounts, managed assets | $71,897,000 | 192 |
| Corporate trust and agency accounts, managed assets | $3,125,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $200,457,000 | 204 |
| Foundation and endowment trust and agency accounts, managed assets | $22,420,000 | 204 |
| Other fiduciary accounts, managed assets | $681,000 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $56,169,000 | 207 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $346,910,000 | 145 |
| Personal trust and agency accounts, non-managed assets | $122,617,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $161,425,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,790,000 | 110 |
| Other retirement accounts, non-managed assets | $26,171,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $6,812,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $23,971,000 | 72 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,910,000 | 100 |
| Other fiduciary accounts, non-managed assets | $214,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,570,000 | 230 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,166,000 | 99 |
| 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 | $872,147,000 | 205 |
| Managed Assets ($) | $527,765,000 | 227 |
| Personal trust and agency accounts, managed assets | $235,013,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,171,000 | 276 |
| Employee benefit-defined benefit accounts, managed assets | $3,228,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $66,952,000 | 195 |
| Corporate trust and agency accounts, managed assets | $3,135,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $195,458,000 | 201 |
| Foundation and endowment trust and agency accounts, managed assets | $22,124,000 | 204 |
| Other fiduciary accounts, managed assets | $684,000 | 90 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $51,869,000 | 209 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $344,382,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $123,652,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $159,875,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,888,000 | 109 |
| Other retirement accounts, non-managed assets | $23,235,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $7,792,000 | 79 |
| Investment management and advisory agency accounts, non-managed assets | $23,334,000 | 72 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,386,000 | 97 |
| Other fiduciary accounts, non-managed assets | $220,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $64,646,000 | 221 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,784,000 | 102 |
| 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 | $836,259,000 | 205 |
| Managed Assets ($) | $503,553,000 | 228 |
| Personal trust and agency accounts, managed assets | $223,664,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $567,000 | 419 |
| Employee benefit-defined benefit accounts, managed assets | $3,098,000 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $64,413,000 | 195 |
| Corporate trust and agency accounts, managed assets | $3,369,000 | 72 |
| Investment management and investment advisory agency accounts, managed assets | $184,619,000 | 201 |
| Foundation and endowment trust and agency accounts, managed assets | $21,156,000 | 216 |
| Other fiduciary accounts, managed assets | $2,667,000 | 102 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $49,856,000 | 210 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $332,706,000 | 140 |
| Personal trust and agency accounts, non-managed assets | $121,348,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $151,068,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,906,000 | 131 |
| Other retirement accounts, non-managed assets | $22,901,000 | 133 |
| Corporate trust and agency accounts, non-managed assets | $8,315,000 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $22,472,000 | 83 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,467,000 | 107 |
| Other fiduciary accounts, non-managed assets | $229,000 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $65,841,000 | 258 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,483,000 | 117 |
| 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 | $768,135,000 | 214 |
| Managed Assets ($) | $493,698,000 | 229 |
| Personal trust and agency accounts, managed assets | $212,284,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $535,000 | 291 |
| Employee benefit-defined benefit accounts, managed assets | $3,047,000 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $64,778,000 | 194 |
| Corporate trust and agency accounts, managed assets | $3,383,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $187,217,000 | 197 |
| Foundation and endowment trust and agency accounts, managed assets | $20,863,000 | 200 |
| Other fiduciary accounts, managed assets | $1,591,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $49,061,000 | 206 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $274,437,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $59,729,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $153,992,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,359,000 | 115 |
| Other retirement accounts, non-managed assets | $22,523,000 | 125 |
| Corporate trust and agency accounts, non-managed assets | $9,206,000 | 73 |
| Investment management and advisory agency accounts, non-managed assets | $22,254,000 | 75 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,371,000 | 96 |
| Other fiduciary accounts, non-managed assets | $3,000 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $111,256,000 | 190 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,828,000 | 105 |
| 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 | $732,978,000 | 223 |
| Managed Assets ($) | $463,139,000 | 239 |
| Personal trust and agency accounts, managed assets | $188,009,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $474,000 | 294 |
| Employee benefit-defined benefit accounts, managed assets | $2,887,000 | 179 |
| Other employee benefit and retirement-related accounts, managed assets | $64,510,000 | 196 |
| Corporate trust and agency accounts, managed assets | $2,576,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $181,026,000 | 199 |
| Foundation and endowment trust and agency accounts, managed assets | $21,084,000 | 198 |
| Other fiduciary accounts, managed assets | $2,573,000 | 74 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $48,602,000 | 212 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $269,839,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $81,696,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $133,705,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,882,000 | 112 |
| Other retirement accounts, non-managed assets | $25,438,000 | 111 |
| Corporate trust and agency accounts, non-managed assets | $11,973,000 | 73 |
| Investment management and advisory agency accounts, non-managed assets | $8,715,000 | 111 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,427,000 | 99 |
| Other fiduciary accounts, non-managed assets | $3,000 | 92 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $113,174,000 | 188 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,592,000 | 95 |
| 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 | $619,711,000 | 241 |
| Managed Assets ($) | $368,841,000 | 264 |
| Personal trust and agency accounts, managed assets | $157,581,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 307 |
| Employee benefit-defined benefit accounts, managed assets | $2,735,000 | 182 |
| Other employee benefit and retirement-related accounts, managed assets | $45,890,000 | 225 |
| Corporate trust and agency accounts, managed assets | $3,018,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $137,851,000 | 227 |
| Foundation and endowment trust and agency accounts, managed assets | $19,511,000 | 201 |
| Other fiduciary accounts, managed assets | $2,255,000 | 81 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $31,425,000 | 245 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $250,870,000 | 155 |
| Personal trust and agency accounts, non-managed assets | $77,728,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $108,149,000 | 115 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 136 |
| Other retirement accounts, non-managed assets | $24,580,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $16,754,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | $19,483,000 | 75 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,173,000 | 90 |
| Other fiduciary accounts, non-managed assets | $3,000 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $63,737,000 | 223 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $33,270,000 | 96 |
| 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 | $582,502,000 | 250 |
| Managed Assets ($) | $331,324,000 | 285 |
| Personal trust and agency accounts, managed assets | $151,507,000 | 242 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 474 |
| Employee benefit-defined benefit accounts, managed assets | $2,743,000 | 231 |
| Other employee benefit and retirement-related accounts, managed assets | $43,922,000 | 228 |
| Corporate trust and agency accounts, managed assets | $9,670,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $100,021,000 | 279 |
| Foundation and endowment trust and agency accounts, managed assets | $19,549,000 | 219 |
| Other fiduciary accounts, managed assets | $3,912,000 | 92 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $28,677,000 | 270 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $251,178,000 | 154 |
| Personal trust and agency accounts, non-managed assets | $79,602,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $106,868,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 174 |
| Other retirement accounts, non-managed assets | $24,839,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $21,902,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | $13,878,000 | 105 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,086,000 | 101 |
| Other fiduciary accounts, non-managed assets | $3,000 | 169 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,142,000 | 262 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $33,670,000 | 107 |
| 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 | $580,070,000 | 248 |
| Managed Assets ($) | $334,918,000 | 281 |
| Personal trust and agency accounts, managed assets | $150,560,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,680,000 | 269 |
| Employee benefit-defined benefit accounts, managed assets | $2,669,000 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $40,877,000 | 236 |
| Corporate trust and agency accounts, managed assets | $9,886,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $99,510,000 | 265 |
| Foundation and endowment trust and agency accounts, managed assets | $24,320,000 | 189 |
| Other fiduciary accounts, managed assets | $5,416,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $25,207,000 | 262 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $245,152,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $75,715,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $102,965,000 | 115 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $25,309,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $23,295,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $13,928,000 | 86 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,937,000 | 94 |
| Other fiduciary accounts, non-managed assets | $3,000 | 92 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,993,000 | 233 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,410,000 | 98 |
| 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 | $629,320,000 | 246 |
| Managed Assets ($) | $364,178,000 | 270 |
| Personal trust and agency accounts, managed assets | $153,949,000 | 238 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,742,000 | 275 |
| Employee benefit-defined benefit accounts, managed assets | $2,682,000 | 185 |
| Other employee benefit and retirement-related accounts, managed assets | $49,006,000 | 228 |
| Corporate trust and agency accounts, managed assets | $8,659,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $116,343,000 | 248 |
| Foundation and endowment trust and agency accounts, managed assets | $25,963,000 | 188 |
| Other fiduciary accounts, managed assets | $5,834,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $34,898,000 | 245 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $265,142,000 | 152 |
| Personal trust and agency accounts, non-managed assets | $80,422,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $112,775,000 | 113 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $25,979,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $25,882,000 | 67 |
| Investment management and advisory agency accounts, non-managed assets | $15,886,000 | 83 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,195,000 | 94 |
| Other fiduciary accounts, non-managed assets | $3,000 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,101,000 | 253 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $36,846,000 | 97 |
| 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 | $681,317,000 | 233 |
| Managed Assets ($) | $357,256,000 | 280 |
| Personal trust and agency accounts, managed assets | $155,023,000 | 238 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,254,000 | 264 |
| Employee benefit-defined benefit accounts, managed assets | $2,649,000 | 185 |
| Other employee benefit and retirement-related accounts, managed assets | $46,030,000 | 233 |
| Corporate trust and agency accounts, managed assets | $9,538,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $109,085,000 | 255 |
| Foundation and endowment trust and agency accounts, managed assets | $26,282,000 | 188 |
| Other fiduciary accounts, managed assets | $6,395,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $32,541,000 | 243 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $324,061,000 | 145 |
| Personal trust and agency accounts, non-managed assets | $79,342,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $167,998,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 139 |
| Other retirement accounts, non-managed assets | $22,328,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $29,992,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $20,856,000 | 76 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,542,000 | 99 |
| Other fiduciary accounts, non-managed assets | $3,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $46,781,000 | 251 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,089,000 | 106 |
| 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 | $673,902,000 | 232 |
| Managed Assets ($) | $357,710,000 | 280 |
| Personal trust and agency accounts, managed assets | $162,210,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,208,000 | 374 |
| Employee benefit-defined benefit accounts, managed assets | $2,577,000 | 244 |
| Other employee benefit and retirement-related accounts, managed assets | $45,761,000 | 235 |
| Corporate trust and agency accounts, managed assets | $10,251,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $98,611,000 | 272 |
| Foundation and endowment trust and agency accounts, managed assets | $26,028,000 | 193 |
| Other fiduciary accounts, managed assets | $10,064,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $31,345,000 | 263 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $316,192,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $72,602,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $166,750,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 180 |
| Other retirement accounts, non-managed assets | $23,126,000 | 137 |
| Corporate trust and agency accounts, non-managed assets | $30,902,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | $20,766,000 | 81 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,043,000 | 129 |
| Other fiduciary accounts, non-managed assets | $3,000 | 174 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $41,077,000 | 318 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,933,000 | 120 |
| 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 | $650,920,000 | 240 |
| Managed Assets ($) | $333,207,000 | 292 |
| Personal trust and agency accounts, managed assets | $157,563,000 | 235 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,919,000 | 271 |
| Employee benefit-defined benefit accounts, managed assets | $2,519,000 | 192 |
| Other employee benefit and retirement-related accounts, managed assets | $43,821,000 | 235 |
| Corporate trust and agency accounts, managed assets | $10,273,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $86,336,000 | 279 |
| Foundation and endowment trust and agency accounts, managed assets | $25,218,000 | 184 |
| Other fiduciary accounts, managed assets | $5,558,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $29,404,000 | 250 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $317,713,000 | 145 |
| Personal trust and agency accounts, non-managed assets | $72,313,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $165,818,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $22,021,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $34,652,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $20,832,000 | 71 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,074,000 | 108 |
| Other fiduciary accounts, non-managed assets | $3,000 | 92 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,271,000 | 266 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,188,000 | 103 |
| 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 | $651,680,000 | 236 |
| Managed Assets ($) | $380,984,000 | 268 |
| Personal trust and agency accounts, managed assets | $209,238,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,922,000 | 275 |
| Employee benefit-defined benefit accounts, managed assets | $2,413,000 | 192 |
| Other employee benefit and retirement-related accounts, managed assets | $44,547,000 | 234 |
| Corporate trust and agency accounts, managed assets | $7,658,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $85,722,000 | 278 |
| Foundation and endowment trust and agency accounts, managed assets | $27,561,000 | 176 |
| Other fiduciary accounts, managed assets | $1,923,000 | 79 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $28,863,000 | 250 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $270,696,000 | 149 |
| Personal trust and agency accounts, non-managed assets | $73,111,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $167,327,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $20,064,000 | 126 |
| Corporate trust and agency accounts, non-managed assets | $5,859,000 | 78 |
| Investment management and advisory agency accounts, non-managed assets | $2,209,000 | 143 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,123,000 | 106 |
| Other fiduciary accounts, non-managed assets | $3,000 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $40,154,000 | 262 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,399,000 | 105 |
| 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 | $669,291,000 | 229 |
| Managed Assets ($) | $403,733,000 | 255 |
| Personal trust and agency accounts, managed assets | $212,396,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,889,000 | 280 |
| Employee benefit-defined benefit accounts, managed assets | $2,393,000 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $45,461,000 | 226 |
| Corporate trust and agency accounts, managed assets | $5,440,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $108,257,000 | 251 |
| Foundation and endowment trust and agency accounts, managed assets | $26,918,000 | 174 |
| Other fiduciary accounts, managed assets | $979,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $29,709,000 | 247 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $265,558,000 | 151 |
| Personal trust and agency accounts, non-managed assets | $71,836,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $163,116,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 144 |
| Other retirement accounts, non-managed assets | $19,594,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $7,034,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | $1,925,000 | 148 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,053,000 | 107 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,437,000 | 267 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,845,000 | 104 |
| 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 | $655,793,000 | 228 |
| Managed Assets ($) | $403,497,000 | 254 |
| Personal trust and agency accounts, managed assets | $209,737,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,583,000 | 320 |
| Employee benefit-defined benefit accounts, managed assets | $2,343,000 | 248 |
| Other employee benefit and retirement-related accounts, managed assets | $48,675,000 | 221 |
| Corporate trust and agency accounts, managed assets | $7,682,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $102,658,000 | 263 |
| Foundation and endowment trust and agency accounts, managed assets | $26,699,000 | 185 |
| Other fiduciary accounts, managed assets | $1,120,000 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $31,467,000 | 250 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $252,296,000 | 155 |
| Personal trust and agency accounts, non-managed assets | $69,482,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $154,678,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 186 |
| Other retirement accounts, non-managed assets | $18,127,000 | 164 |
| Corporate trust and agency accounts, non-managed assets | $6,052,000 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $1,913,000 | 221 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,044,000 | 124 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $46,964,000 | 306 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,270,000 | 134 |
| 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 | $621,799,000 | 232 |
| Managed Assets ($) | $383,730,000 | 252 |
| Personal trust and agency accounts, managed assets | $201,556,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,447,000 | 237 |
| Employee benefit-defined benefit accounts, managed assets | $2,209,000 | 185 |
| Other employee benefit and retirement-related accounts, managed assets | $44,421,000 | 214 |
| Corporate trust and agency accounts, managed assets | $10,668,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $94,043,000 | 254 |
| Foundation and endowment trust and agency accounts, managed assets | $25,597,000 | 167 |
| Other fiduciary accounts, managed assets | $789,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $27,591,000 | 237 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $238,069,000 | 153 |
| Personal trust and agency accounts, non-managed assets | $68,226,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $143,161,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $16,857,000 | 132 |
| Corporate trust and agency accounts, non-managed assets | $6,878,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | $1,001,000 | 157 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,946,000 | 101 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $59,035,000 | 228 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,829,000 | 114 |
| 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 | $594,732,000 | 236 |
| Managed Assets ($) | $364,593,000 | 250 |
| Personal trust and agency accounts, managed assets | $198,397,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,708,000 | 236 |
| Employee benefit-defined benefit accounts, managed assets | $2,050,000 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $43,643,000 | 212 |
| Corporate trust and agency accounts, managed assets | $198,000 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $89,614,000 | 255 |
| Foundation and endowment trust and agency accounts, managed assets | $24,671,000 | 166 |
| Other fiduciary accounts, managed assets | $1,312,000 | 82 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $26,163,000 | 238 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $230,139,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $67,870,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $136,856,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $827,000 | 125 |
| Other retirement accounts, non-managed assets | $16,366,000 | 137 |
| Corporate trust and agency accounts, non-managed assets | $6,331,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,889,000 | 104 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $66,799,000 | 219 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,949,000 | 126 |
| 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 | $554,076,000 | 245 |
| Managed Assets ($) | $327,405,000 | 270 |
| Personal trust and agency accounts, managed assets | $196,087,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,548,000 | 235 |
| Employee benefit-defined benefit accounts, managed assets | $2,031,000 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $42,638,000 | 216 |
| Corporate trust and agency accounts, managed assets | $233,000 | 74 |
| Investment management and investment advisory agency accounts, managed assets | $56,386,000 | 280 |
| Foundation and endowment trust and agency accounts, managed assets | $25,074,000 | 167 |
| Other fiduciary accounts, managed assets | $408,000 | 92 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $26,386,000 | 238 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $226,671,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $65,656,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $134,824,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $837,000 | 126 |
| Other retirement accounts, non-managed assets | $16,141,000 | 136 |
| Corporate trust and agency accounts, non-managed assets | $7,354,000 | 79 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,859,000 | 106 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $43,117,000 | 249 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,769,000 | 129 |
| 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 | $519,758,000 | 249 |
| Managed Assets ($) | $311,676,000 | 271 |
| Personal trust and agency accounts, managed assets | $186,734,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,392,000 | 319 |
| Employee benefit-defined benefit accounts, managed assets | $1,907,000 | 261 |
| Other employee benefit and retirement-related accounts, managed assets | $43,149,000 | 217 |
| Corporate trust and agency accounts, managed assets | $224,000 | 147 |
| Investment management and investment advisory agency accounts, managed assets | $51,732,000 | 341 |
| Foundation and endowment trust and agency accounts, managed assets | $23,135,000 | 181 |
| Other fiduciary accounts, managed assets | $403,000 | 153 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $25,764,000 | 255 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $208,082,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $58,911,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $124,136,000 | 109 |
| Employee benefit-defined benefit accounts, non-managed Assets | $837,000 | 164 |
| Other retirement accounts, non-managed assets | $15,092,000 | 179 |
| Corporate trust and agency accounts, non-managed assets | $7,332,000 | 112 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,774,000 | 123 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $41,283,000 | 321 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,088,000 | 162 |
| 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 | $507,576,000 | 252 |
| Managed Assets ($) | $303,085,000 | 272 |
| Personal trust and agency accounts, managed assets | $182,256,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,368,000 | 234 |
| Employee benefit-defined benefit accounts, managed assets | $1,892,000 | 186 |
| Other employee benefit and retirement-related accounts, managed assets | $39,986,000 | 219 |
| Corporate trust and agency accounts, managed assets | $218,000 | 72 |
| Investment management and investment advisory agency accounts, managed assets | $51,222,000 | 281 |
| Foundation and endowment trust and agency accounts, managed assets | $23,143,000 | 163 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $39,986,000 | 189 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $204,491,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $56,744,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $119,110,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $868,000 | 128 |
| Other retirement accounts, non-managed assets | $15,387,000 | 132 |
| Corporate trust and agency accounts, non-managed assets | $10,448,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | $176,000 | 189 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,758,000 | 103 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $40,759,000 | 250 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,443,000 | 104 |
| 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 | $494,907,000 | 249 |
| Managed Assets ($) | $293,909,000 | 268 |
| Personal trust and agency accounts, managed assets | $182,763,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,099,000 | 237 |
| Employee benefit-defined benefit accounts, managed assets | $1,728,000 | 190 |
| Other employee benefit and retirement-related accounts, managed assets | $37,507,000 | 222 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $45,637,000 | 283 |
| Foundation and endowment trust and agency accounts, managed assets | $22,175,000 | 166 |
| 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 | $37,507,000 | 192 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $200,998,000 | 164 |
| Personal trust and agency accounts, non-managed assets | $58,650,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $111,798,000 | 111 |
| Employee benefit-defined benefit accounts, non-managed Assets | $863,000 | 125 |
| Other retirement accounts, non-managed assets | $17,559,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $7,680,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | $2,648,000 | 131 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,800,000 | 98 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $41,648,000 | 248 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,497,000 | 97 |
| 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 | $488,126,000 | 249 |
| Managed Assets ($) | $282,071,000 | 279 |
| Personal trust and agency accounts, managed assets | $172,727,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,116,000 | 238 |
| Employee benefit-defined benefit accounts, managed assets | $1,780,000 | 194 |
| Other employee benefit and retirement-related accounts, managed assets | $35,555,000 | 228 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $45,482,000 | 287 |
| Foundation and endowment trust and agency accounts, managed assets | $22,411,000 | 169 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $35,555,000 | 199 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $206,055,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $64,641,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $114,851,000 | 109 |
| Employee benefit-defined benefit accounts, non-managed Assets | $955,000 | 129 |
| Other retirement accounts, non-managed assets | $15,427,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $7,392,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | $962,000 | 154 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,827,000 | 96 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $45,761,000 | 249 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,746,000 | 93 |
| 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 | $469,474,000 | 247 |
| Managed Assets ($) | $283,181,000 | 271 |
| Personal trust and agency accounts, managed assets | $182,239,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,001,000 | 336 |
| Employee benefit-defined benefit accounts, managed assets | $1,684,000 | 277 |
| Other employee benefit and retirement-related accounts, managed assets | $33,721,000 | 233 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $40,292,000 | 376 |
| Foundation and endowment trust and agency accounts, managed assets | $21,244,000 | 180 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $33,721,000 | 207 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $186,293,000 | 168 |
| Personal trust and agency accounts, non-managed assets | $58,006,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $103,058,000 | 113 |
| Employee benefit-defined benefit accounts, non-managed Assets | $854,000 | 166 |
| Other retirement accounts, non-managed assets | $15,060,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $6,280,000 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $1,310,000 | 257 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,725,000 | 114 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $44,011,000 | 313 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,386,000 | 110 |
| 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 | $525,182,000 | 225 |
| Managed Assets ($) | $348,946,000 | 230 |
| Personal trust and agency accounts, managed assets | $252,184,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,721,000 | 222 |
| Employee benefit-defined benefit accounts, managed assets | $1,585,000 | 196 |
| Other employee benefit and retirement-related accounts, managed assets | $32,527,000 | 223 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $37,583,000 | 292 |
| Foundation and endowment trust and agency accounts, managed assets | $20,346,000 | 160 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $32,527,000 | 197 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $176,236,000 | 171 |
| Personal trust and agency accounts, non-managed assets | $37,480,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $112,222,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $849,000 | 133 |
| Other retirement accounts, non-managed assets | $14,834,000 | 123 |
| Corporate trust and agency accounts, non-managed assets | $7,457,000 | 78 |
| Investment management and advisory agency accounts, non-managed assets | $1,750,000 | 124 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,644,000 | 97 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $36,984,000 | 254 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $33,468,000 | 87 |
| 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 | $566,676,000 | 218 |
| Managed Assets ($) | $364,416,000 | 231 |
| Personal trust and agency accounts, managed assets | $265,980,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,220,000 | 240 |
| Employee benefit-defined benefit accounts, managed assets | $1,764,000 | 198 |
| Other employee benefit and retirement-related accounts, managed assets | $33,539,000 | 225 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $36,735,000 | 298 |
| Foundation and endowment trust and agency accounts, managed assets | $22,178,000 | 156 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $33,539,000 | 199 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $202,260,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $40,656,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $137,891,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $843,000 | 132 |
| Other retirement accounts, non-managed assets | $15,011,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $4,369,000 | 83 |
| Investment management and advisory agency accounts, non-managed assets | $1,715,000 | 123 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,775,000 | 95 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,151,000 | 261 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,976,000 | 92 |
| 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 | $568,898,000 | 218 |
| Managed Assets ($) | $352,607,000 | 238 |
| Personal trust and agency accounts, managed assets | $255,982,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,527,000 | 248 |
| Employee benefit-defined benefit accounts, managed assets | $2,599,000 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $32,159,000 | 225 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $36,196,000 | 306 |
| Foundation and endowment trust and agency accounts, managed assets | $22,144,000 | 156 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $32,159,000 | 193 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $216,291,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $55,853,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $135,256,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $14,545,000 | 137 |
| Corporate trust and agency accounts, non-managed assets | $6,440,000 | 78 |
| Investment management and advisory agency accounts, non-managed assets | $1,707,000 | 121 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,490,000 | 88 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,702,000 | 272 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,313,000 | 92 |
| 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 | $549,347,000 | 225 |
| Managed Assets ($) | $346,099,000 | 238 |
| Personal trust and agency accounts, managed assets | $253,580,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,562,000 | 372 |
| Employee benefit-defined benefit accounts, managed assets | $2,533,000 | 265 |
| Other employee benefit and retirement-related accounts, managed assets | $31,016,000 | 230 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $34,034,000 | 420 |
| Foundation and endowment trust and agency accounts, managed assets | $21,374,000 | 177 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $31,016,000 | 197 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $203,248,000 | 165 |
| Personal trust and agency accounts, non-managed assets | $51,418,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $122,076,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
| Other retirement accounts, non-managed assets | $12,193,000 | 206 |
| Corporate trust and agency accounts, non-managed assets | $13,445,000 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $1,720,000 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,396,000 | 106 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,881,000 | 385 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,877,000 | 119 |
| 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 | $544,215,000 | 223 |
| Managed Assets ($) | $347,710,000 | 231 |
| Personal trust and agency accounts, managed assets | $257,934,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,979,000 | 256 |
| Employee benefit-defined benefit accounts, managed assets | $2,378,000 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $31,127,000 | 214 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $32,885,000 | 292 |
| Foundation and endowment trust and agency accounts, managed assets | $20,407,000 | 157 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $31,127,000 | 183 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $196,505,000 | 163 |
| Personal trust and agency accounts, non-managed assets | $43,940,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $117,266,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
| Other retirement accounts, non-managed assets | $11,497,000 | 153 |
| Corporate trust and agency accounts, non-managed assets | $20,695,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | $799,000 | 129 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,308,000 | 88 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,349,000 | 267 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,101,000 | 90 |
| 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 | $517,602,000 | 220 |
| Managed Assets ($) | $325,380,000 | 230 |
| Personal trust and agency accounts, managed assets | $242,992,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,963,000 | 253 |
| Employee benefit-defined benefit accounts, managed assets | $2,245,000 | 194 |
| Other employee benefit and retirement-related accounts, managed assets | $28,146,000 | 214 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $29,933,000 | 299 |
| Foundation and endowment trust and agency accounts, managed assets | $19,101,000 | 156 |
| 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 | $28,146,000 | 179 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $192,222,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $40,382,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $112,551,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $11,012,000 | 151 |
| Corporate trust and agency accounts, non-managed assets | $25,962,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | $106,000 | 156 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,209,000 | 88 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,217,000 | 265 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,490,000 | 90 |
| 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 | $501,088,000 | 236 |
| Managed Assets ($) | $298,893,000 | 254 |
| Personal trust and agency accounts, managed assets | $234,699,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $285,000 | 294 |
| Employee benefit-defined benefit accounts, managed assets | $2,335,000 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $20,152,000 | 249 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $23,594,000 | 309 |
| Foundation and endowment trust and agency accounts, managed assets | $17,828,000 | 163 |
| 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 | $20,152,000 | 211 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $202,195,000 | 165 |
| Personal trust and agency accounts, non-managed assets | $40,808,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $116,301,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $10,394,000 | 157 |
| Corporate trust and agency accounts, non-managed assets | $31,565,000 | 73 |
| Investment management and advisory agency accounts, non-managed assets | $851,000 | 121 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,276,000 | 92 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $39,557,000 | 261 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,118,000 | 92 |
| 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 | $462,837,000 | 244 |
| Managed Assets ($) | $283,112,000 | 263 |
| Personal trust and agency accounts, managed assets | $225,760,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $271,000 | 574 |
| Employee benefit-defined benefit accounts, managed assets | $2,220,000 | 278 |
| Other employee benefit and retirement-related accounts, managed assets | $16,162,000 | 315 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $21,657,000 | 483 |
| Foundation and endowment trust and agency accounts, managed assets | $17,042,000 | 175 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $16,162,000 | 264 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $179,725,000 | 178 |
| Personal trust and agency accounts, non-managed assets | $39,442,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $111,989,000 | 109 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
| Other retirement accounts, non-managed assets | $10,173,000 | 234 |
| Corporate trust and agency accounts, non-managed assets | $15,234,000 | 107 |
| Investment management and advisory agency accounts, non-managed assets | $665,000 | 249 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,222,000 | 110 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,209,000 | 347 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,269,000 | 126 |
| 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 | $421,236,000 | 258 |
| Managed Assets ($) | $269,246,000 | 265 |
| Personal trust and agency accounts, managed assets | $213,821,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $260,000 | 289 |
| Employee benefit-defined benefit accounts, managed assets | $2,150,000 | 189 |
| Other employee benefit and retirement-related accounts, managed assets | $14,907,000 | 253 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $38,108,000 | 296 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $151,990,000 | 178 |
| Personal trust and agency accounts, non-managed assets | $32,876,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $106,041,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $9,704,000 | 163 |
| Corporate trust and agency accounts, non-managed assets | $3,369,000 | 103 |
| 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 | $36,456,000 | 267 |
| 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 | $391,807,000 | 263 |
| Managed Assets ($) | $267,310,000 | 258 |
| Personal trust and agency accounts, managed assets | $215,726,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $233,000 | 299 |
| Employee benefit-defined benefit accounts, managed assets | $1,887,000 | 193 |
| Other employee benefit and retirement-related accounts, managed assets | $13,853,000 | 257 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $35,611,000 | 306 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $124,497,000 | 194 |
| Personal trust and agency accounts, non-managed assets | $16,523,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $95,643,000 | 113 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $9,277,000 | 167 |
| Corporate trust and agency accounts, non-managed assets | $3,054,000 | 103 |
| 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 | $35,268,000 | 273 |
| 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 | $375,321,000 | 263 |
| Managed Assets ($) | $264,572,000 | 253 |
| Personal trust and agency accounts, managed assets | $212,617,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $219,000 | 302 |
| Employee benefit-defined benefit accounts, managed assets | $1,728,000 | 195 |
| Other employee benefit and retirement-related accounts, managed assets | $12,271,000 | 256 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $37,737,000 | 303 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $110,749,000 | 195 |
| Personal trust and agency accounts, non-managed assets | $15,043,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $81,888,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $9,554,000 | 161 |
| Corporate trust and agency accounts, non-managed assets | $4,264,000 | 100 |
| 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 | $33,858,000 | 279 |
| 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 | $400,068,000 | 262 |
| Managed Assets ($) | $284,385,000 | 247 |
| Personal trust and agency accounts, managed assets | $232,554,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $239,000 | 594 |
| Employee benefit-defined benefit accounts, managed assets | $1,814,000 | 294 |
| Other employee benefit and retirement-related accounts, managed assets | $11,501,000 | 341 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $38,277,000 | 411 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $115,683,000 | 210 |
| Personal trust and agency accounts, non-managed assets | $15,922,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $86,279,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $9,570,000 | 256 |
| Corporate trust and agency accounts, non-managed assets | $3,912,000 | 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 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,748,000 | 372 |
| 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 | $491,212,000 | 243 |
| Managed Assets ($) | $338,208,000 | 234 |
| Personal trust and agency accounts, managed assets | $276,420,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,498,000 | 284 |
| Employee benefit-defined benefit accounts, managed assets | $2,036,000 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $11,860,000 | 284 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $46,394,000 | 316 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $153,004,000 | 185 |
| Personal trust and agency accounts, non-managed assets | $17,195,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $121,308,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $10,867,000 | 176 |
| Corporate trust and agency accounts, non-managed assets | $3,634,000 | 107 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,015,000 | 298 |
| 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 | $526,699,000 | 245 |
| Managed Assets ($) | $368,347,000 | 232 |
| Personal trust and agency accounts, managed assets | $297,538,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,514,000 | 294 |
| Employee benefit-defined benefit accounts, managed assets | $2,186,000 | 201 |
| Other employee benefit and retirement-related accounts, managed assets | $12,152,000 | 290 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $54,957,000 | 311 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $158,352,000 | 191 |
| Personal trust and agency accounts, non-managed assets | $17,891,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $135,631,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $1,505,000 | 290 |
| Corporate trust and agency accounts, non-managed assets | $3,325,000 | 110 |
| 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 | $45,689,000 | 282 |
| 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 | $535,302,000 | 249 |
| Managed Assets ($) | $379,377,000 | 233 |
| Personal trust and agency accounts, managed assets | $308,834,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,551,000 | 296 |
| Employee benefit-defined benefit accounts, managed assets | $2,208,000 | 201 |
| Other employee benefit and retirement-related accounts, managed assets | $11,743,000 | 296 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $55,041,000 | 318 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $155,925,000 | 198 |
| Personal trust and agency accounts, non-managed assets | $17,867,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $131,537,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $1,544,000 | 289 |
| Corporate trust and agency accounts, non-managed assets | $4,977,000 | 102 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $46,065,000 | 289 |
| 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 | $531,561,000 | 250 |
| Managed Assets ($) | $377,081,000 | 239 |
| Personal trust and agency accounts, managed assets | $309,602,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,653,000 | 523 |
| Employee benefit-defined benefit accounts, managed assets | $2,310,000 | 301 |
| Other employee benefit and retirement-related accounts, managed assets | $5,221,000 | 520 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $58,295,000 | 374 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $154,480,000 | 206 |
| Personal trust and agency accounts, non-managed assets | $11,000,000 | 296 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $134,086,000 | 109 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $5,026,000 | 389 |
| Corporate trust and agency accounts, non-managed assets | $4,368,000 | 151 |
| 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 | $45,063,000 | 359 |
| 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 | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Personal trust and agency accounts, managed assets | $0 | 406 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 317 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 368 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| 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 | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 416 |
| Personal trust and agency accounts, non-managed assets | $0 | 344 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| 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 | 392 |
| 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 | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Personal trust and agency accounts, managed assets | $0 | 414 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 323 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| 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 | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 421 |
| Personal trust and agency accounts, non-managed assets | $0 | 353 |
| 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 | 172 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| 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 | $0 | 401 |
| 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 | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Personal trust and agency accounts, managed assets | $0 | 415 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 324 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 244 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 374 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 424 |
| 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 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| 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 | $0 | 401 |
| 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 | $248,952,000 | 373 |
| Managed Assets ($) | $192,758,000 | 365 |
| Personal trust and agency accounts, managed assets | $74,662,000 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,000 | 703 |
| Employee benefit-defined benefit accounts, managed assets | $446,000 | 390 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 788 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $117,641,000 | 243 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $56,194,000 | 335 |
| Personal trust and agency accounts, non-managed assets | $8,481,000 | 321 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,709,000 | 177 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $4,000 | 847 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| 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 | $30,448,000 | 408 |
| 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 | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Personal trust and agency accounts, managed assets | $0 | 398 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 320 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 365 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 408 |
| Personal trust and agency accounts, non-managed assets | $0 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $0 | 326 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| 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 | $0 | 388 |
| 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 | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Personal trust and agency accounts, managed assets | $0 | 402 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 328 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 248 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 358 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 411 |
| Personal trust and agency accounts, non-managed assets | $0 | 342 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 325 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $0 | 330 |
| 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 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 395 |
| 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 | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| 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 | 337 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 249 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| 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 | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 422 |
| Personal trust and agency accounts, non-managed assets | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 329 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $0 | 333 |
| 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 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 405 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $122,579,000 | 542 |
| Managed Assets ($) | $70,984,000 | 594 |
| Personal trust and agency accounts, managed assets | $53,078,000 | 436 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,000 | 749 |
| Employee benefit-defined benefit accounts, managed assets | $360,000 | 414 |
| 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 | $17,533,000 | 561 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $51,595,000 | 339 |
| Personal trust and agency accounts, non-managed assets | $7,288,000 | 338 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $44,305,000 | 190 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $2,000 | 861 |
| 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 | $20,163,000 | 475 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $112,279,000 | 543 |
| Managed Assets ($) | $62,450,000 | 604 |
| Personal trust and agency accounts, managed assets | $47,001,000 | 469 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $185,000 | 725 |
| Employee benefit-defined benefit accounts, managed assets | $281,000 | 416 |
| 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 | $14,983,000 | 563 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $49,829,000 | 341 |
| Personal trust and agency accounts, non-managed assets | $10,140,000 | 291 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $39,689,000 | 192 |
| 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 | $15,964,000 | 496 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $96,308,000 | 576 |
| Managed Assets ($) | $55,066,000 | 628 |
| Personal trust and agency accounts, managed assets | $41,752,000 | 485 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $164,000 | 755 |
| Employee benefit-defined benefit accounts, managed assets | $196,000 | 420 |
| 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 | $12,954,000 | 577 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $41,242,000 | 387 |
| Personal trust and agency accounts, non-managed assets | $9,196,000 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,833,000 | 212 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $213,000 | 805 |
| 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 | $14,712,000 | 532 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $46,945,000 | 788 |
| Managed Assets ($) | $45,696,000 | 678 |
| Personal trust and agency accounts, managed assets | $21,229,000 | 683 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,987,000 | 253 |
| Employee benefit-defined benefit accounts, managed assets | $117,000 | 453 |
| 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 | $5,363,000 | 712 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,249,000 | 1,052 |
| Personal trust and agency accounts, non-managed assets | $320,000 | 829 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $929,000 | 616 |
| 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 | $7,450,000 | 672 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $43,616,000 | 782 |
| Managed Assets ($) | $20,419,000 | 869 |
| Personal trust and agency accounts, managed assets | $20,419,000 | 684 |
| 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 | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,197,000 | 470 |
| Personal trust and agency accounts, non-managed assets | $3,161,000 | 467 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,514,000 | 275 |
| Employee benefit-defined benefit accounts, non-managed Assets | $54,000 | 274 |
| Other retirement accounts, non-managed assets | $5,449,000 | 348 |
| 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 | $1,019,000 | 160 |
| 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 |