Home > Sunflower Bank > Total Fiduciary and Related Assets
Sunflower Bank, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $842,949,000 | 271 |
| Managed Assets ($) | $736,733,000 | 250 |
| Personal trust and agency accounts, managed assets | $144,784,000 | 320 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,914,000 | 194 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 271 |
| Other employee benefit and retirement-related accounts, managed assets | $58,672,000 | 263 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $499,649,000 | 164 |
| Foundation and endowment trust and agency accounts, managed assets | $20,714,000 | 273 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $58,672,000 | 263 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $106,216,000 | 280 |
| Personal trust and agency accounts, non-managed assets | $123,000 | 560 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $105,561,000 | 127 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $532,000 | 534 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 392 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 245 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $585,561,000 | 127 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $532,000 | 556 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $802,041,000 | 263 |
| Managed Assets ($) | $700,908,000 | 241 |
| Personal trust and agency accounts, managed assets | $139,530,000 | 277 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,747,000 | 160 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 208 |
| Other employee benefit and retirement-related accounts, managed assets | $54,320,000 | 236 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $475,689,000 | 161 |
| Foundation and endowment trust and agency accounts, managed assets | $19,622,000 | 221 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $54,320,000 | 234 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $101,133,000 | 239 |
| Personal trust and agency accounts, non-managed assets | $123,000 | 301 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $101,010,000 | 116 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $0 | 324 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 192 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $509,152,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $823,987,000 | 263 |
| Managed Assets ($) | $723,053,000 | 244 |
| Personal trust and agency accounts, managed assets | $145,216,000 | 301 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,179,000 | 183 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $55,819,000 | 260 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $489,287,000 | 156 |
| Foundation and endowment trust and agency accounts, managed assets | $20,552,000 | 247 |
| Other fiduciary accounts, managed assets | $0 | 152 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $55,819,000 | 254 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $100,934,000 | 268 |
| Personal trust and agency accounts, non-managed assets | $123,000 | 356 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $100,811,000 | 123 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $0 | 379 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 288 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $537,173,000 | 124 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 369 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $935,710,000 | 251 |
| Managed Assets ($) | $835,959,000 | 234 |
| Personal trust and agency accounts, managed assets | $250,232,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,526,000 | 158 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 170 |
| Other employee benefit and retirement-related accounts, managed assets | $57,500,000 | 240 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $497,055,000 | 159 |
| Foundation and endowment trust and agency accounts, managed assets | $19,646,000 | 226 |
| Other fiduciary accounts, managed assets | $0 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $57,500,000 | 230 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $99,751,000 | 245 |
| Personal trust and agency accounts, non-managed assets | $123,000 | 295 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $99,628,000 | 118 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $0 | 296 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $501,054,000 | 131 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 313 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $951,696,000 | 252 |
| Managed Assets ($) | $852,641,000 | 227 |
| Personal trust and agency accounts, managed assets | $253,368,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,760,000 | 190 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 236 |
| Other employee benefit and retirement-related accounts, managed assets | $61,463,000 | 255 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $504,280,000 | 154 |
| Foundation and endowment trust and agency accounts, managed assets | $18,770,000 | 280 |
| Other fiduciary accounts, managed assets | $0 | 208 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $61,463,000 | 246 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $99,055,000 | 281 |
| Personal trust and agency accounts, non-managed assets | $364,000 | 528 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $98,691,000 | 129 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $0 | 587 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 205 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $490,523,000 | 141 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 641 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $928,696,000 | 244 |
| Managed Assets ($) | $828,991,000 | 219 |
| Personal trust and agency accounts, managed assets | $251,072,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,685,000 | 156 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 180 |
| Other employee benefit and retirement-related accounts, managed assets | $55,368,000 | 240 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $489,685,000 | 149 |
| Foundation and endowment trust and agency accounts, managed assets | $18,181,000 | 237 |
| Other fiduciary accounts, managed assets | $0 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $55,368,000 | 232 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $99,705,000 | 247 |
| Personal trust and agency accounts, non-managed assets | $364,000 | 295 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $99,341,000 | 124 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $0 | 309 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $444,618,000 | 139 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 326 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,064,686,000 | 197 |
| Managed Assets ($) | $959,677,000 | 174 |
| Personal trust and agency accounts, managed assets | $323,674,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,490,000 | 167 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $64,153,000 | 233 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $544,080,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | $12,280,000 | 267 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $64,153,000 | 226 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $105,009,000 | 233 |
| Personal trust and agency accounts, non-managed assets | $3,239,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $101,175,000 | 123 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $595,000 | 323 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 229 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $453,848,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $595,000 | 347 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,382,293,000 | 184 |
| Managed Assets ($) | $1,273,321,000 | 162 |
| Personal trust and agency accounts, managed assets | $350,230,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,127,000 | 150 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $85,772,000 | 205 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $803,976,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | $16,216,000 | 227 |
| Other fiduciary accounts, managed assets | $0 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $85,772,000 | 198 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $108,972,000 | 215 |
| Personal trust and agency accounts, non-managed assets | $5,208,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $101,838,000 | 121 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $1,926,000 | 252 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 136 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $473,046,000 | 118 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,926,000 | 271 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,405,162,000 | 194 |
| Managed Assets ($) | $1,296,793,000 | 164 |
| Personal trust and agency accounts, managed assets | $355,582,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,921,000 | 181 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 237 |
| Other employee benefit and retirement-related accounts, managed assets | $95,479,000 | 210 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $810,605,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | $17,206,000 | 279 |
| Other fiduciary accounts, managed assets | $0 | 216 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $95,479,000 | 202 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $108,369,000 | 251 |
| Personal trust and agency accounts, non-managed assets | $5,234,000 | 333 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $101,244,000 | 133 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
| Other retirement accounts, non-managed assets | $1,891,000 | 450 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $489,393,000 | 129 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,891,000 | 515 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,366,917,000 | 194 |
| Managed Assets ($) | $1,263,210,000 | 166 |
| Personal trust and agency accounts, managed assets | $354,768,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,730,000 | 153 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $93,084,000 | 201 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $764,417,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | $34,211,000 | 190 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $93,084,000 | 193 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $103,707,000 | 221 |
| Personal trust and agency accounts, non-managed assets | $5,271,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $96,535,000 | 125 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
| Other retirement accounts, non-managed assets | $1,901,000 | 248 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $485,314,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,901,000 | 269 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,335,103,000 | 196 |
| Managed Assets ($) | $1,234,178,000 | 165 |
| Personal trust and agency accounts, managed assets | $364,486,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,788,000 | 168 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $99,518,000 | 202 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $718,361,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | $35,025,000 | 208 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $99,518,000 | 194 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $100,925,000 | 251 |
| Personal trust and agency accounts, non-managed assets | $78,000 | 306 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $95,618,000 | 134 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $2,516,000 | 271 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $2,713,000 | 158 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $454,470,000 | 119 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,516,000 | 299 |
| 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 | $1,280,110,000 | 194 |
| Managed Assets ($) | $1,176,268,000 | 166 |
| Personal trust and agency accounts, managed assets | $305,670,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,692,000 | 158 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $98,358,000 | 192 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $722,835,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $33,713,000 | 189 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $98,358,000 | 186 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $103,842,000 | 219 |
| Personal trust and agency accounts, non-managed assets | $0 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $89,877,000 | 127 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $4,754,000 | 213 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $9,211,000 | 102 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $405,014,000 | 119 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,754,000 | 236 |
| 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 | $1,261,271,000 | 196 |
| Managed Assets ($) | $1,169,114,000 | 167 |
| Personal trust and agency accounts, managed assets | $300,207,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,091,000 | 192 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 245 |
| Other employee benefit and retirement-related accounts, managed assets | $95,833,000 | 200 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $725,911,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | $32,072,000 | 222 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $95,833,000 | 194 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $92,157,000 | 262 |
| Personal trust and agency accounts, non-managed assets | $0 | 640 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $79,485,000 | 140 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 148 |
| Other retirement accounts, non-managed assets | $4,650,000 | 341 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $8,022,000 | 156 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $390,373,000 | 133 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,650,000 | 400 |
| 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 | $1,273,955,000 | 184 |
| Managed Assets ($) | $1,192,570,000 | 156 |
| Personal trust and agency accounts, managed assets | $335,138,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,530,000 | 157 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $92,388,000 | 187 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $720,866,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | $30,648,000 | 187 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $92,388,000 | 179 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $81,385,000 | 225 |
| Personal trust and agency accounts, non-managed assets | $0 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $73,831,000 | 128 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 122 |
| Other retirement accounts, non-managed assets | $4,550,000 | 213 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $3,004,000 | 134 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $463,689,000 | 113 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,550,000 | 236 |
| 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 | $726,111,000 | 237 |
| Managed Assets ($) | $661,704,000 | 214 |
| Personal trust and agency accounts, managed assets | $136,254,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,158,000 | 236 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $58,124,000 | 233 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $442,597,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | $21,571,000 | 221 |
| 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 | $58,124,000 | 225 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $64,407,000 | 266 |
| Personal trust and agency accounts, non-managed assets | $0 | 316 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $62,475,000 | 141 |
| Employee benefit-defined benefit accounts, non-managed Assets | $81,000 | 126 |
| Other retirement accounts, non-managed assets | $1,396,000 | 289 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $455,000 | 190 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $322,559,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,396,000 | 314 |
| 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 | $628,248,000 | 238 |
| Managed Assets ($) | $577,007,000 | 215 |
| Personal trust and agency accounts, managed assets | $99,768,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,921,000 | 212 |
| Employee benefit-defined benefit accounts, managed assets | $1,000 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $51,650,000 | 224 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $403,223,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | $19,444,000 | 206 |
| Other fiduciary accounts, managed assets | $0 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $51,650,000 | 217 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $51,241,000 | 242 |
| Personal trust and agency accounts, non-managed assets | $4,963,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $43,250,000 | 145 |
| Employee benefit-defined benefit accounts, non-managed Assets | $69,000 | 118 |
| Other retirement accounts, non-managed assets | $2,532,000 | 234 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $427,000 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $323,798,000 | 128 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,532,000 | 255 |
| 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 | $723,929,000 | 239 |
| Managed Assets ($) | $664,914,000 | 220 |
| Personal trust and agency accounts, managed assets | $111,268,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,825,000 | 314 |
| Employee benefit-defined benefit accounts, managed assets | $1,000 | 255 |
| Other employee benefit and retirement-related accounts, managed assets | $59,319,000 | 238 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $468,825,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | $22,676,000 | 243 |
| Other fiduciary accounts, managed assets | $0 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $59,319,000 | 230 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $59,015,000 | 305 |
| Personal trust and agency accounts, non-managed assets | $5,700,000 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,270,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $96,000 | 146 |
| Other retirement accounts, non-managed assets | $2,468,000 | 420 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $481,000 | 283 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $306,602,000 | 152 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,468,000 | 481 |
| 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 | $686,602,000 | 236 |
| Managed Assets ($) | $628,152,000 | 222 |
| Personal trust and agency accounts, managed assets | $101,354,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,514,000 | 221 |
| Employee benefit-defined benefit accounts, managed assets | $1,000 | 182 |
| Other employee benefit and retirement-related accounts, managed assets | $58,416,000 | 224 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $444,105,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | $21,762,000 | 207 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $58,416,000 | 216 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $58,450,000 | 251 |
| Personal trust and agency accounts, non-managed assets | $4,973,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,439,000 | 146 |
| Employee benefit-defined benefit accounts, non-managed Assets | $90,000 | 120 |
| Other retirement accounts, non-managed assets | $2,484,000 | 247 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $464,000 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $286,406,000 | 144 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,484,000 | 266 |
| 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 | $688,178,000 | 236 |
| Managed Assets ($) | $629,257,000 | 220 |
| Personal trust and agency accounts, managed assets | $102,141,000 | 292 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,628,000 | 242 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 196 |
| Other employee benefit and retirement-related accounts, managed assets | $56,882,000 | 231 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $446,785,000 | 141 |
| Foundation and endowment trust and agency accounts, managed assets | $20,821,000 | 221 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $56,882,000 | 224 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $58,921,000 | 274 |
| Personal trust and agency accounts, non-managed assets | $4,945,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $49,855,000 | 155 |
| Employee benefit-defined benefit accounts, non-managed Assets | $89,000 | 125 |
| Other retirement accounts, non-managed assets | $2,957,000 | 253 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $1,075,000 | 168 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $276,001,000 | 148 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,957,000 | 278 |
| 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 | $672,689,000 | 241 |
| Managed Assets ($) | $613,561,000 | 218 |
| Personal trust and agency accounts, managed assets | $103,419,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,484,000 | 244 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $53,141,000 | 235 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $427,964,000 | 143 |
| Foundation and endowment trust and agency accounts, managed assets | $26,553,000 | 204 |
| Other fiduciary accounts, managed assets | $0 | 130 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $53,141,000 | 229 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $59,128,000 | 275 |
| Personal trust and agency accounts, non-managed assets | $4,896,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,243,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $88,000 | 129 |
| Other retirement accounts, non-managed assets | $2,809,000 | 259 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $1,092,000 | 171 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $270,004,000 | 147 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,809,000 | 282 |
| 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 | $646,979,000 | 239 |
| Managed Assets ($) | $582,633,000 | 214 |
| Personal trust and agency accounts, managed assets | $97,167,000 | 318 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,273,000 | 313 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 267 |
| Other employee benefit and retirement-related accounts, managed assets | $48,040,000 | 243 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $407,245,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | $26,908,000 | 202 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $48,040,000 | 234 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $64,346,000 | 295 |
| Personal trust and agency accounts, non-managed assets | $4,694,000 | 320 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,916,000 | 153 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,000 | 158 |
| Other retirement accounts, non-managed assets | $421,000 | 564 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $3,177,000 | 203 |
| Foundation and endowment trust and agency accounts, non-managed assets | $52,000 | 186 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $275,651,000 | 151 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $421,000 | 623 |
| 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 | $691,951,000 | 240 |
| Managed Assets ($) | $627,216,000 | 215 |
| Personal trust and agency accounts, managed assets | $110,465,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,545,000 | 241 |
| Employee benefit-defined benefit accounts, managed assets | $1,719,000 | 175 |
| Other employee benefit and retirement-related accounts, managed assets | $53,487,000 | 235 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $428,964,000 | 143 |
| Foundation and endowment trust and agency accounts, managed assets | $29,036,000 | 192 |
| 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 | $51,238,000 | 231 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $64,735,000 | 274 |
| Personal trust and agency accounts, non-managed assets | $4,941,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,527,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $100,000 | 129 |
| Other retirement accounts, non-managed assets | $442,000 | 311 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $3,672,000 | 141 |
| Foundation and endowment trust and agency accounts, non-managed assets | $53,000 | 139 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $291,450,000 | 141 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $442,000 | 336 |
| 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 | $671,369,000 | 244 |
| Managed Assets ($) | $606,626,000 | 215 |
| Personal trust and agency accounts, managed assets | $111,384,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,713,000 | 242 |
| Employee benefit-defined benefit accounts, managed assets | $1,662,000 | 177 |
| Other employee benefit and retirement-related accounts, managed assets | $52,641,000 | 238 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $408,868,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | $28,358,000 | 194 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $45,511,000 | 243 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $64,743,000 | 272 |
| Personal trust and agency accounts, non-managed assets | $8,359,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,102,000 | 158 |
| Employee benefit-defined benefit accounts, non-managed Assets | $96,000 | 131 |
| Other retirement accounts, non-managed assets | $435,000 | 311 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $678,000 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $73,000 | 141 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $283,198,000 | 142 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $435,000 | 337 |
| 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 | $671,359,000 | 242 |
| Managed Assets ($) | $602,601,000 | 213 |
| Personal trust and agency accounts, managed assets | $111,960,000 | 285 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,621,000 | 216 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 204 |
| Other employee benefit and retirement-related accounts, managed assets | $49,301,000 | 240 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $406,536,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | $28,183,000 | 193 |
| 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 | $42,783,000 | 244 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $68,758,000 | 265 |
| Personal trust and agency accounts, non-managed assets | $10,932,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,199,000 | 151 |
| Employee benefit-defined benefit accounts, non-managed Assets | $94,000 | 130 |
| Other retirement accounts, non-managed assets | $429,000 | 315 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $21,000 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $83,000 | 137 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $275,272,000 | 142 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $429,000 | 339 |
| 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 | $675,082,000 | 238 |
| Managed Assets ($) | $604,291,000 | 215 |
| Personal trust and agency accounts, managed assets | $115,206,000 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,125,000 | 255 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 275 |
| Other employee benefit and retirement-related accounts, managed assets | $49,093,000 | 250 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $400,977,000 | 141 |
| Foundation and endowment trust and agency accounts, managed assets | $30,890,000 | 196 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $42,756,000 | 252 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $70,791,000 | 282 |
| Personal trust and agency accounts, non-managed assets | $11,103,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $58,033,000 | 154 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,115,000 | 145 |
| Other retirement accounts, non-managed assets | $432,000 | 579 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $25,000 | 344 |
| Foundation and endowment trust and agency accounts, non-managed assets | $83,000 | 184 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $182,150,000 | 172 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $432,000 | 631 |
| 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 | $579,157,000 | 257 |
| Managed Assets ($) | $495,231,000 | 234 |
| Personal trust and agency accounts, managed assets | $110,953,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,745,000 | 210 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 206 |
| Other employee benefit and retirement-related accounts, managed assets | $53,810,000 | 223 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $291,397,000 | 166 |
| Foundation and endowment trust and agency accounts, managed assets | $31,326,000 | 181 |
| 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 | $46,607,000 | 232 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $83,926,000 | 243 |
| Personal trust and agency accounts, non-managed assets | $12,392,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $56,738,000 | 149 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,108,000 | 122 |
| Other retirement accounts, non-managed assets | $425,000 | 307 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $13,263,000 | 92 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $159,611,000 | 169 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $425,000 | 333 |
| 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 | $556,668,000 | 260 |
| Managed Assets ($) | $484,866,000 | 230 |
| Personal trust and agency accounts, managed assets | $116,344,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,531,000 | 210 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $51,878,000 | 227 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $273,374,000 | 169 |
| Foundation and endowment trust and agency accounts, managed assets | $31,381,000 | 179 |
| Other fiduciary accounts, managed assets | $4,358,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $45,001,000 | 234 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $71,802,000 | 250 |
| Personal trust and agency accounts, non-managed assets | $12,207,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,743,000 | 148 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $1,006,000 | 292 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $846,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $272,228,000 | 137 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $420,000 | 337 |
| 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 | $394,912,000 | 316 |
| Managed Assets ($) | $332,867,000 | 292 |
| Personal trust and agency accounts, managed assets | $39,057,000 | 358 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,234,000 | 212 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 207 |
| Other employee benefit and retirement-related accounts, managed assets | $45,546,000 | 243 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $211,010,000 | 190 |
| Foundation and endowment trust and agency accounts, managed assets | $30,020,000 | 180 |
| 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 | $40,093,000 | 246 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $62,045,000 | 260 |
| Personal trust and agency accounts, non-managed assets | $5,563,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $56,482,000 | 148 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $0 | 329 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,423,000 | 356 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 351 |
| 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 | $380,670,000 | 313 |
| Managed Assets ($) | $321,943,000 | 293 |
| Personal trust and agency accounts, managed assets | $40,749,000 | 524 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,804,000 | 267 |
| Employee benefit-defined benefit accounts, managed assets | $535,000 | 264 |
| Other employee benefit and retirement-related accounts, managed assets | $42,736,000 | 249 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $205,221,000 | 192 |
| Foundation and endowment trust and agency accounts, managed assets | $25,898,000 | 197 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $38,155,000 | 251 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $58,727,000 | 302 |
| Personal trust and agency accounts, non-managed assets | $5,417,000 | 326 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $53,310,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $0 | 684 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,789,000 | 527 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 706 |
| 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 | $387,635,000 | 310 |
| Managed Assets ($) | $326,729,000 | 286 |
| Personal trust and agency accounts, managed assets | $40,608,000 | 361 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,622,000 | 217 |
| Employee benefit-defined benefit accounts, managed assets | $7,281,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $41,405,000 | 242 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $203,990,000 | 191 |
| Foundation and endowment trust and agency accounts, managed assets | $26,823,000 | 180 |
| 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 | $37,442,000 | 242 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $60,906,000 | 265 |
| Personal trust and agency accounts, non-managed assets | $8,409,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $52,497,000 | 145 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 137 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 153 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,954,000 | 343 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 347 |
| 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 | $374,531,000 | 316 |
| Managed Assets ($) | $316,282,000 | 294 |
| Personal trust and agency accounts, managed assets | $40,157,000 | 361 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,366,000 | 223 |
| Employee benefit-defined benefit accounts, managed assets | $7,011,000 | 163 |
| Other employee benefit and retirement-related accounts, managed assets | $41,819,000 | 237 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $194,863,000 | 193 |
| Foundation and endowment trust and agency accounts, managed assets | $26,066,000 | 180 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $37,650,000 | 243 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $58,249,000 | 271 |
| Personal trust and agency accounts, non-managed assets | $7,986,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,263,000 | 150 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 138 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,143,000 | 336 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 351 |
| 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 | $341,703,000 | 332 |
| Managed Assets ($) | $287,304,000 | 304 |
| Personal trust and agency accounts, managed assets | $40,940,000 | 361 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,740,000 | 233 |
| Employee benefit-defined benefit accounts, managed assets | $7,366,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $32,862,000 | 258 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $175,832,000 | 204 |
| Foundation and endowment trust and agency accounts, managed assets | $25,564,000 | 179 |
| 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 | $28,714,000 | 258 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $54,399,000 | 274 |
| Personal trust and agency accounts, non-managed assets | $6,953,000 | 214 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,446,000 | 155 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 136 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,303,000 | 336 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 348 |
| 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 | $362,323,000 | 317 |
| Managed Assets ($) | $284,229,000 | 305 |
| Personal trust and agency accounts, managed assets | $134,356,000 | 259 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,510,000 | 247 |
| Employee benefit-defined benefit accounts, managed assets | $9,000,000 | 182 |
| Other employee benefit and retirement-related accounts, managed assets | $27,037,000 | 298 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $80,118,000 | 310 |
| Foundation and endowment trust and agency accounts, managed assets | $25,208,000 | 197 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $24,611,000 | 291 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $78,094,000 | 257 |
| Personal trust and agency accounts, non-managed assets | $10,027,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $46,198,000 | 165 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 174 |
| Other retirement accounts, non-managed assets | $8,967,000 | 257 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $12,902,000 | 109 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 743 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,502,000 | 361 |
| 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 | $354,382,000 | 322 |
| Managed Assets ($) | $271,689,000 | 308 |
| Personal trust and agency accounts, managed assets | $121,425,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,408,000 | 197 |
| Employee benefit-defined benefit accounts, managed assets | $8,857,000 | 157 |
| Other employee benefit and retirement-related accounts, managed assets | $25,207,000 | 277 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $82,097,000 | 282 |
| Foundation and endowment trust and agency accounts, managed assets | $24,695,000 | 187 |
| 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 | $22,877,000 | 274 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $82,693,000 | 237 |
| Personal trust and agency accounts, non-managed assets | $9,945,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $44,470,000 | 157 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $9,358,000 | 176 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $18,919,000 | 76 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $1,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $223,000 | 373 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,706,000 | 230 |
| 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 | $376,484,000 | 323 |
| Managed Assets ($) | $285,398,000 | 307 |
| Personal trust and agency accounts, managed assets | $129,319,000 | 256 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,655,000 | 184 |
| Employee benefit-defined benefit accounts, managed assets | $7,181,000 | 165 |
| Other employee benefit and retirement-related accounts, managed assets | $27,759,000 | 273 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $81,690,000 | 286 |
| Foundation and endowment trust and agency accounts, managed assets | $25,794,000 | 189 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $25,334,000 | 266 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $91,086,000 | 237 |
| Personal trust and agency accounts, non-managed assets | $10,434,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $45,858,000 | 157 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $10,174,000 | 172 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $24,594,000 | 71 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $26,000 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $227,000 | 378 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,545,000 | 226 |
| 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 | $400,943,000 | 310 |
| Managed Assets ($) | $297,065,000 | 306 |
| Personal trust and agency accounts, managed assets | $130,554,000 | 256 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,928,000 | 186 |
| Employee benefit-defined benefit accounts, managed assets | $7,807,000 | 166 |
| Other employee benefit and retirement-related accounts, managed assets | $31,738,000 | 265 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $86,807,000 | 281 |
| Foundation and endowment trust and agency accounts, managed assets | $26,231,000 | 189 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $29,685,000 | 251 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $103,878,000 | 226 |
| Personal trust and agency accounts, non-managed assets | $14,317,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $45,818,000 | 158 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 139 |
| Other retirement accounts, non-managed assets | $10,897,000 | 173 |
| Corporate trust and agency accounts, non-managed assets | $11,000 | 128 |
| Investment management and advisory agency accounts, non-managed assets | $32,835,000 | 62 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $229,000 | 378 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,722,000 | 227 |
| 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 | $404,858,000 | 307 |
| Managed Assets ($) | $296,226,000 | 304 |
| Personal trust and agency accounts, managed assets | $128,416,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,074,000 | 238 |
| Employee benefit-defined benefit accounts, managed assets | $7,698,000 | 196 |
| Other employee benefit and retirement-related accounts, managed assets | $31,435,000 | 284 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $92,680,000 | 286 |
| Foundation and endowment trust and agency accounts, managed assets | $25,923,000 | 194 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $29,422,000 | 271 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $108,632,000 | 228 |
| Personal trust and agency accounts, non-managed assets | $14,692,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,203,000 | 163 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 180 |
| Other retirement accounts, non-managed assets | $10,816,000 | 238 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $32,918,000 | 62 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $3,000 | 174 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $232,000 | 722 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,586,000 | 347 |
| 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 | $424,986,000 | 294 |
| Managed Assets ($) | $304,429,000 | 298 |
| Personal trust and agency accounts, managed assets | $130,662,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,715,000 | 203 |
| Employee benefit-defined benefit accounts, managed assets | $7,624,000 | 168 |
| Other employee benefit and retirement-related accounts, managed assets | $32,367,000 | 262 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $98,171,000 | 264 |
| Foundation and endowment trust and agency accounts, managed assets | $25,890,000 | 180 |
| 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 | $30,454,000 | 247 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $120,557,000 | 205 |
| Personal trust and agency accounts, non-managed assets | $15,491,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $56,645,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $11,536,000 | 164 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $36,885,000 | 59 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $229,000 | 375 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,343,000 | 221 |
| 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 | $428,453,000 | 292 |
| Managed Assets ($) | $300,895,000 | 301 |
| Personal trust and agency accounts, managed assets | $126,619,000 | 262 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,699,000 | 203 |
| Employee benefit-defined benefit accounts, managed assets | $7,114,000 | 169 |
| Other employee benefit and retirement-related accounts, managed assets | $33,887,000 | 258 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $97,343,000 | 268 |
| Foundation and endowment trust and agency accounts, managed assets | $26,233,000 | 182 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $31,896,000 | 240 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $127,558,000 | 203 |
| Personal trust and agency accounts, non-managed assets | $15,020,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $56,849,000 | 143 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $11,454,000 | 166 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $44,235,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $220,000 | 375 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,466,000 | 224 |
| 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 | $613,895,000 | 241 |
| Managed Assets ($) | $480,830,000 | 230 |
| Personal trust and agency accounts, managed assets | $124,319,000 | 265 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,259,000 | 203 |
| Employee benefit-defined benefit accounts, managed assets | $6,651,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $34,565,000 | 253 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $281,296,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | $24,740,000 | 182 |
| 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 | $32,640,000 | 236 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $133,065,000 | 204 |
| Personal trust and agency accounts, non-managed assets | $14,383,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,974,000 | 142 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 144 |
| Other retirement accounts, non-managed assets | $13,013,000 | 156 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $47,692,000 | 53 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $3,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $211,000 | 381 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,781,000 | 213 |
| 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 | $616,001,000 | 237 |
| Managed Assets ($) | $489,207,000 | 226 |
| Personal trust and agency accounts, managed assets | $46,946,000 | 498 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,137,000 | 239 |
| Employee benefit-defined benefit accounts, managed assets | $6,992,000 | 192 |
| Other employee benefit and retirement-related accounts, managed assets | $35,548,000 | 256 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $365,099,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | $24,485,000 | 193 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $34,461,000 | 236 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $126,794,000 | 213 |
| Personal trust and agency accounts, non-managed assets | $2,712,000 | 420 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,463,000 | 148 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 186 |
| Other retirement accounts, non-managed assets | $15,210,000 | 186 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $51,405,000 | 54 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $4,000 | 168 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $210,000 | 742 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,157,000 | 288 |
| 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 | $624,798,000 | 231 |
| Managed Assets ($) | $498,844,000 | 211 |
| Personal trust and agency accounts, managed assets | $56,881,000 | 327 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,559,000 | 199 |
| Employee benefit-defined benefit accounts, managed assets | $6,741,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $39,225,000 | 226 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $363,117,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | $23,321,000 | 170 |
| 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 | $37,205,000 | 211 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $125,954,000 | 202 |
| Personal trust and agency accounts, non-managed assets | $332,000 | 299 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,766,000 | 139 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $15,751,000 | 137 |
| Corporate trust and agency accounts, non-managed assets | $123,000 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $53,978,000 | 46 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $4,000 | 90 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $204,000 | 365 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,371,000 | 195 |
| 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 | $608,334,000 | 230 |
| Managed Assets ($) | $491,202,000 | 205 |
| Personal trust and agency accounts, managed assets | $56,527,000 | 327 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,459,000 | 197 |
| Employee benefit-defined benefit accounts, managed assets | $6,547,000 | 161 |
| Other employee benefit and retirement-related accounts, managed assets | $42,460,000 | 217 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $353,792,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | $22,417,000 | 173 |
| 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 | $40,473,000 | 197 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $117,132,000 | 207 |
| Personal trust and agency accounts, non-managed assets | $424,000 | 298 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $53,171,000 | 141 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $14,316,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $252,000 | 108 |
| Investment management and advisory agency accounts, non-managed assets | $48,964,000 | 50 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $5,000 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $197,000 | 366 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,080,000 | 202 |
| 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 | $612,151,000 | 229 |
| Managed Assets ($) | $486,705,000 | 210 |
| Personal trust and agency accounts, managed assets | $54,114,000 | 329 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,386,000 | 200 |
| Employee benefit-defined benefit accounts, managed assets | $6,996,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $44,484,000 | 211 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $349,395,000 | 125 |
| Foundation and endowment trust and agency accounts, managed assets | $22,330,000 | 177 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $42,585,000 | 189 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $125,446,000 | 205 |
| Personal trust and agency accounts, non-managed assets | $424,000 | 301 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $53,820,000 | 145 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $14,305,000 | 148 |
| Corporate trust and agency accounts, non-managed assets | $402,000 | 107 |
| Investment management and advisory agency accounts, non-managed assets | $56,485,000 | 47 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $10,000 | 90 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $217,000 | 369 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,105,000 | 204 |
| 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 | $589,146,000 | 233 |
| Managed Assets ($) | $470,042,000 | 208 |
| Personal trust and agency accounts, managed assets | $51,967,000 | 447 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,729,000 | 250 |
| Employee benefit-defined benefit accounts, managed assets | $6,376,000 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $42,055,000 | 220 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $339,981,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | $20,934,000 | 193 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $40,246,000 | 190 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $119,104,000 | 221 |
| Personal trust and agency accounts, non-managed assets | $424,000 | 632 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,748,000 | 153 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
| Other retirement accounts, non-managed assets | $14,123,000 | 188 |
| Corporate trust and agency accounts, non-managed assets | $274,000 | 191 |
| Investment management and advisory agency accounts, non-managed assets | $53,528,000 | 49 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $7,000 | 171 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $209,000 | 757 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,887,000 | 311 |
| 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 | $597,954,000 | 227 |
| Managed Assets ($) | $490,169,000 | 197 |
| Personal trust and agency accounts, managed assets | $50,614,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,506,000 | 153 |
| Employee benefit-defined benefit accounts, managed assets | $6,085,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $42,354,000 | 211 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $346,811,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | $20,799,000 | 171 |
| 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 | $40,545,000 | 187 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $107,785,000 | 209 |
| Personal trust and agency accounts, non-managed assets | $424,000 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $35,614,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $12,812,000 | 148 |
| Corporate trust and agency accounts, non-managed assets | $382,000 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $58,547,000 | 42 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $6,000 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $210,000 | 350 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,172,000 | 204 |
| 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 | $577,218,000 | 226 |
| Managed Assets ($) | $488,861,000 | 189 |
| Personal trust and agency accounts, managed assets | $58,186,000 | 302 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,153,000 | 149 |
| Employee benefit-defined benefit accounts, managed assets | $5,392,000 | 164 |
| Other employee benefit and retirement-related accounts, managed assets | $46,248,000 | 195 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $333,953,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | $19,928,000 | 174 |
| Other fiduciary accounts, managed assets | $1,000 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $43,586,000 | 175 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $88,357,000 | 226 |
| Personal trust and agency accounts, non-managed assets | $397,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $32,231,000 | 162 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $9,906,000 | 169 |
| Corporate trust and agency accounts, non-managed assets | $253,000 | 108 |
| Investment management and advisory agency accounts, non-managed assets | $45,568,000 | 47 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $2,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $204,000 | 354 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,150,000 | 215 |
| 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 | $588,308,000 | 219 |
| Managed Assets ($) | $498,409,000 | 190 |
| Personal trust and agency accounts, managed assets | $56,966,000 | 306 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,987,000 | 143 |
| Employee benefit-defined benefit accounts, managed assets | $5,746,000 | 166 |
| Other employee benefit and retirement-related accounts, managed assets | $47,873,000 | 191 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $340,387,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | $20,448,000 | 177 |
| Other fiduciary accounts, managed assets | $2,000 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $45,254,000 | 170 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $89,899,000 | 215 |
| Personal trust and agency accounts, non-managed assets | $475,000 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $33,166,000 | 162 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 149 |
| Other retirement accounts, non-managed assets | $9,522,000 | 172 |
| Corporate trust and agency accounts, non-managed assets | $1,654,000 | 92 |
| Investment management and advisory agency accounts, non-managed assets | $45,078,000 | 42 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $4,000 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $202,000 | 358 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,774,000 | 224 |
| 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 | $528,428,000 | 233 |
| Managed Assets ($) | $467,520,000 | 195 |
| Personal trust and agency accounts, managed assets | $52,303,000 | 425 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,200,000 | 154 |
| Employee benefit-defined benefit accounts, managed assets | $5,243,000 | 210 |
| Other employee benefit and retirement-related accounts, managed assets | $43,203,000 | 194 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $322,902,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | $19,666,000 | 191 |
| Other fiduciary accounts, managed assets | $3,000 | 219 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $40,800,000 | 177 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $60,908,000 | 288 |
| Personal trust and agency accounts, non-managed assets | $592,000 | 603 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,331,000 | 179 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 200 |
| Other retirement accounts, non-managed assets | $10,321,000 | 227 |
| Corporate trust and agency accounts, non-managed assets | $1,963,000 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $16,697,000 | 86 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $4,000 | 189 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $197,000 | 766 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,486,000 | 351 |
| 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 | $512,342,000 | 230 |
| Managed Assets ($) | $451,702,000 | 185 |
| Personal trust and agency accounts, managed assets | $51,321,000 | 303 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,647,000 | 143 |
| Employee benefit-defined benefit accounts, managed assets | $4,877,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $40,591,000 | 194 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $312,886,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | $18,377,000 | 169 |
| Other fiduciary accounts, managed assets | $3,000 | 102 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $37,962,000 | 177 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $60,640,000 | 244 |
| Personal trust and agency accounts, non-managed assets | $598,000 | 285 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $30,103,000 | 167 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $10,428,000 | 157 |
| Corporate trust and agency accounts, non-managed assets | $2,525,000 | 85 |
| Investment management and advisory agency accounts, non-managed assets | $16,985,000 | 62 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $1,000 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $184,000 | 366 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,728,000 | 203 |
| 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 | $531,158,000 | 228 |
| Managed Assets ($) | $464,095,000 | 191 |
| Personal trust and agency accounts, managed assets | $46,779,000 | 316 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,574,000 | 145 |
| Employee benefit-defined benefit accounts, managed assets | $4,465,000 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $43,374,000 | 196 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $322,232,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | $20,666,000 | 163 |
| Other fiduciary accounts, managed assets | $5,000 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $40,582,000 | 176 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $67,063,000 | 241 |
| Personal trust and agency accounts, non-managed assets | $588,000 | 290 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $32,819,000 | 166 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $10,909,000 | 163 |
| Corporate trust and agency accounts, non-managed assets | $2,873,000 | 88 |
| Investment management and advisory agency accounts, non-managed assets | $19,870,000 | 57 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $4,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $242,000 | 366 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,375,000 | 200 |
| 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 | $529,837,000 | 229 |
| Managed Assets ($) | $457,864,000 | 192 |
| Personal trust and agency accounts, managed assets | $47,106,000 | 319 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,577,000 | 148 |
| Employee benefit-defined benefit accounts, managed assets | $4,657,000 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $41,847,000 | 197 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $319,033,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | $20,637,000 | 163 |
| Other fiduciary accounts, managed assets | $7,000 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $39,110,000 | 176 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $71,973,000 | 233 |
| Personal trust and agency accounts, non-managed assets | $568,000 | 294 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $35,535,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $11,551,000 | 161 |
| Corporate trust and agency accounts, non-managed assets | $4,315,000 | 84 |
| Investment management and advisory agency accounts, non-managed assets | $19,995,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $9,000 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $251,000 | 370 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,888,000 | 187 |
| 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 | $505,859,000 | 238 |
| Managed Assets ($) | $438,873,000 | 194 |
| Personal trust and agency accounts, managed assets | $40,481,000 | 488 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,194,000 | 159 |
| Employee benefit-defined benefit accounts, managed assets | $4,514,000 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $38,087,000 | 206 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $308,657,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | $19,934,000 | 185 |
| Other fiduciary accounts, managed assets | $6,000 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $35,941,000 | 182 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $66,986,000 | 275 |
| Personal trust and agency accounts, non-managed assets | $575,000 | 628 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,543,000 | 190 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
| Other retirement accounts, non-managed assets | $11,430,000 | 224 |
| Corporate trust and agency accounts, non-managed assets | $4,107,000 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $19,328,000 | 62 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $3,000 | 209 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $251,000 | 795 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,734,000 | 312 |
| 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 | $491,412,000 | 237 |
| Managed Assets ($) | $427,333,000 | 194 |
| Personal trust and agency accounts, managed assets | $40,533,000 | 310 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,819,000 | 149 |
| Employee benefit-defined benefit accounts, managed assets | $4,339,000 | 177 |
| Other employee benefit and retirement-related accounts, managed assets | $37,058,000 | 196 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $300,864,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | $18,710,000 | 160 |
| Other fiduciary accounts, managed assets | $10,000 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $35,006,000 | 172 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $64,079,000 | 240 |
| Personal trust and agency accounts, non-managed assets | $898,000 | 280 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $29,217,000 | 171 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
| Other retirement accounts, non-managed assets | $10,506,000 | 158 |
| Corporate trust and agency accounts, non-managed assets | $4,030,000 | 95 |
| Investment management and advisory agency accounts, non-managed assets | $19,425,000 | 47 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $3,000 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $235,000 | 363 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,534,000 | 185 |
| 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 | $454,391,000 | 240 |
| Managed Assets ($) | $394,006,000 | 204 |
| Personal trust and agency accounts, managed assets | $39,400,000 | 310 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,241,000 | 149 |
| Employee benefit-defined benefit accounts, managed assets | $4,018,000 | 179 |
| Other employee benefit and retirement-related accounts, managed assets | $35,110,000 | 193 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $284,156,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | $7,070,000 | 202 |
| Other fiduciary accounts, managed assets | $11,000 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $33,106,000 | 168 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $60,385,000 | 247 |
| Personal trust and agency accounts, non-managed assets | $1,065,000 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $27,001,000 | 170 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $10,820,000 | 155 |
| Corporate trust and agency accounts, non-managed assets | $4,355,000 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $17,142,000 | 49 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $2,000 | 104 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $208,000 | 363 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,299,000 | 185 |
| 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 | $468,270,000 | 245 |
| Managed Assets ($) | $403,119,000 | 207 |
| Personal trust and agency accounts, managed assets | $40,801,000 | 315 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,161,000 | 148 |
| Employee benefit-defined benefit accounts, managed assets | $4,589,000 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $35,655,000 | 197 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $277,799,000 | 125 |
| Foundation and endowment trust and agency accounts, managed assets | $18,108,000 | 162 |
| Other fiduciary accounts, managed assets | $6,000 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $33,626,000 | 171 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $65,151,000 | 250 |
| Personal trust and agency accounts, non-managed assets | $1,085,000 | 282 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $30,718,000 | 170 |
| Employee benefit-defined benefit accounts, non-managed Assets | $135,000 | 149 |
| Other retirement accounts, non-managed assets | $10,848,000 | 154 |
| Corporate trust and agency accounts, non-managed assets | $3,976,000 | 102 |
| Investment management and advisory agency accounts, non-managed assets | $18,387,000 | 42 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $2,000 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $223,000 | 370 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,334,000 | 190 |
| 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 | $454,028,000 | 247 |
| Managed Assets ($) | $390,397,000 | 215 |
| Personal trust and agency accounts, managed assets | $40,040,000 | 484 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,812,000 | 169 |
| Employee benefit-defined benefit accounts, managed assets | $4,441,000 | 235 |
| Other employee benefit and retirement-related accounts, managed assets | $34,474,000 | 199 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $270,323,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | $17,305,000 | 173 |
| Other fiduciary accounts, managed assets | $2,000 | 248 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $32,743,000 | 176 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $63,631,000 | 287 |
| Personal trust and agency accounts, non-managed assets | $1,221,000 | 564 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $30,138,000 | 190 |
| Employee benefit-defined benefit accounts, non-managed Assets | $233,000 | 200 |
| Other retirement accounts, non-managed assets | $10,172,000 | 235 |
| Corporate trust and agency accounts, non-managed assets | $3,790,000 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $18,075,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $2,000 | 201 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $215,000 | 816 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,121,000 | 337 |
| 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 | $442,209,000 | 251 |
| Managed Assets ($) | $379,781,000 | 219 |
| Personal trust and agency accounts, managed assets | $39,413,000 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,880,000 | 159 |
| Employee benefit-defined benefit accounts, managed assets | $4,318,000 | 179 |
| Other employee benefit and retirement-related accounts, managed assets | $33,764,000 | 190 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $279,406,000 | 132 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $62,428,000 | 239 |
| Personal trust and agency accounts, non-managed assets | $1,220,000 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,499,000 | 168 |
| Employee benefit-defined benefit accounts, non-managed Assets | $236,000 | 148 |
| Other retirement accounts, non-managed assets | $7,135,000 | 182 |
| Corporate trust and agency accounts, non-managed assets | $3,688,000 | 101 |
| 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 | $18,650,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $204,000 | 355 |
| 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 | $416,792,000 | 253 |
| Managed Assets ($) | $354,274,000 | 223 |
| Personal trust and agency accounts, managed assets | $38,618,000 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,859,000 | 166 |
| Employee benefit-defined benefit accounts, managed assets | $3,939,000 | 182 |
| Other employee benefit and retirement-related accounts, managed assets | $32,734,000 | 189 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $258,124,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $62,518,000 | 229 |
| Personal trust and agency accounts, non-managed assets | $1,313,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $28,117,000 | 168 |
| Employee benefit-defined benefit accounts, non-managed Assets | $217,000 | 149 |
| Other retirement accounts, non-managed assets | $7,001,000 | 185 |
| Corporate trust and agency accounts, non-managed assets | $5,649,000 | 98 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $20,221,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $180,000 | 364 |
| 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 | $386,157,000 | 259 |
| Managed Assets ($) | $327,308,000 | 226 |
| Personal trust and agency accounts, managed assets | $38,322,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,032,000 | 157 |
| Employee benefit-defined benefit accounts, managed assets | $4,370,000 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $29,816,000 | 189 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $233,768,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $58,849,000 | 226 |
| Personal trust and agency accounts, non-managed assets | $1,522,000 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,234,000 | 171 |
| Employee benefit-defined benefit accounts, non-managed Assets | $208,000 | 146 |
| Other retirement accounts, non-managed assets | $6,770,000 | 182 |
| Corporate trust and agency accounts, non-managed assets | $4,617,000 | 98 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $20,498,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $134,000 | 370 |
| 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 | $394,885,000 | 263 |
| Managed Assets ($) | $334,992,000 | 227 |
| Personal trust and agency accounts, managed assets | $39,702,000 | 484 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,654,000 | 185 |
| Employee benefit-defined benefit accounts, managed assets | $4,389,000 | 233 |
| Other employee benefit and retirement-related accounts, managed assets | $31,497,000 | 192 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $238,750,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $59,893,000 | 280 |
| Personal trust and agency accounts, non-managed assets | $1,646,000 | 518 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,909,000 | 201 |
| Employee benefit-defined benefit accounts, non-managed Assets | $220,000 | 216 |
| Other retirement accounts, non-managed assets | $6,927,000 | 311 |
| Corporate trust and agency accounts, non-managed assets | $4,504,000 | 142 |
| 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 | $21,687,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $125,000 | 827 |
| 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 | $428,565,000 | 264 |
| Managed Assets ($) | $362,890,000 | 226 |
| Personal trust and agency accounts, managed assets | $44,427,000 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,232,000 | 172 |
| Employee benefit-defined benefit accounts, managed assets | $5,120,000 | 175 |
| Other employee benefit and retirement-related accounts, managed assets | $34,482,000 | 189 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $255,629,000 | 149 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $65,675,000 | 246 |
| Personal trust and agency accounts, non-managed assets | $1,251,000 | 304 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $28,290,000 | 178 |
| Employee benefit-defined benefit accounts, non-managed Assets | $245,000 | 154 |
| Other retirement accounts, non-managed assets | $7,286,000 | 201 |
| Corporate trust and agency accounts, non-managed assets | $4,398,000 | 104 |
| 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 | $24,205,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $231,000 | 392 |
| 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 | $455,817,000 | 267 |
| Managed Assets ($) | $386,133,000 | 228 |
| Personal trust and agency accounts, managed assets | $48,042,000 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,543,000 | 171 |
| Employee benefit-defined benefit accounts, managed assets | $5,614,000 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $38,287,000 | 183 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $268,647,000 | 148 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $69,684,000 | 247 |
| Personal trust and agency accounts, non-managed assets | $987,000 | 306 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $30,821,000 | 184 |
| Employee benefit-defined benefit accounts, non-managed Assets | $263,000 | 158 |
| Other retirement accounts, non-managed assets | $7,543,000 | 203 |
| Corporate trust and agency accounts, non-managed assets | $6,178,000 | 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 | $23,892,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $346,000 | 394 |
| 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 | $446,725,000 | 276 |
| Managed Assets ($) | $376,605,000 | 236 |
| Personal trust and agency accounts, managed assets | $47,780,000 | 344 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,429,000 | 170 |
| Employee benefit-defined benefit accounts, managed assets | $5,151,000 | 181 |
| Other employee benefit and retirement-related accounts, managed assets | $36,837,000 | 191 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $260,408,000 | 157 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $70,120,000 | 252 |
| Personal trust and agency accounts, non-managed assets | $1,013,000 | 309 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $30,537,000 | 188 |
| Employee benefit-defined benefit accounts, non-managed Assets | $262,000 | 164 |
| Other retirement accounts, non-managed assets | $7,435,000 | 201 |
| Corporate trust and agency accounts, non-managed assets | $5,801,000 | 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 | $25,072,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $302,000 | 402 |
| 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 | $459,488,000 | 281 |
| Managed Assets ($) | $387,901,000 | 232 |
| Personal trust and agency accounts, managed assets | $49,875,000 | 471 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,621,000 | 193 |
| Employee benefit-defined benefit accounts, managed assets | $5,286,000 | 237 |
| Other employee benefit and retirement-related accounts, managed assets | $36,129,000 | 195 |
| Corporate trust and agency accounts, managed assets | $199,000 | 200 |
| Investment management and investment advisory agency accounts, managed assets | $269,791,000 | 151 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $71,587,000 | 293 |
| Personal trust and agency accounts, non-managed assets | $1,087,000 | 610 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,478,000 | 210 |
| Employee benefit-defined benefit accounts, non-managed Assets | $274,000 | 223 |
| Other retirement accounts, non-managed assets | $7,614,000 | 320 |
| Corporate trust and agency accounts, non-managed assets | $5,732,000 | 142 |
| 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 | $25,402,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $315,000 | 834 |
| 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 | $454,954,000 | 281 |
| Managed Assets ($) | $411,323,000 | 225 |
| Personal trust and agency accounts, managed assets | $49,755,000 | 329 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,146,000 | 180 |
| Employee benefit-defined benefit accounts, managed assets | $5,216,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $39,871,000 | 181 |
| Corporate trust and agency accounts, managed assets | $282,000 | 84 |
| Investment management and investment advisory agency accounts, managed assets | $290,053,000 | 141 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $43,631,000 | 280 |
| Personal trust and agency accounts, non-managed assets | $417,000 | 322 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,491,000 | 185 |
| Employee benefit-defined benefit accounts, non-managed Assets | $296,000 | 161 |
| Other retirement accounts, non-managed assets | $2,585,000 | 252 |
| Corporate trust and agency accounts, non-managed assets | $5,577,000 | 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 | $3,265,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $310,000 | 384 |
| 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 | $433,716,000 | 295 |
| Managed Assets ($) | $391,038,000 | 236 |
| Personal trust and agency accounts, managed assets | $48,685,000 | 333 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,624,000 | 181 |
| Employee benefit-defined benefit accounts, managed assets | $5,165,000 | 180 |
| Other employee benefit and retirement-related accounts, managed assets | $37,289,000 | 187 |
| Corporate trust and agency accounts, managed assets | $207,000 | 82 |
| Investment management and investment advisory agency accounts, managed assets | $274,068,000 | 152 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $42,678,000 | 291 |
| Personal trust and agency accounts, non-managed assets | $428,000 | 329 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,016,000 | 194 |
| Employee benefit-defined benefit accounts, non-managed Assets | $292,000 | 166 |
| Other retirement accounts, non-managed assets | $2,530,000 | 260 |
| Corporate trust and agency accounts, non-managed assets | $6,251,000 | 98 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $2,161,000 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $308,000 | 393 |
| 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 | $411,890,000 | 294 |
| Managed Assets ($) | $371,145,000 | 236 |
| Personal trust and agency accounts, managed assets | $50,769,000 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,942,000 | 173 |
| Employee benefit-defined benefit accounts, managed assets | $5,314,000 | 181 |
| Other employee benefit and retirement-related accounts, managed assets | $35,946,000 | 185 |
| Corporate trust and agency accounts, managed assets | $105,000 | 80 |
| Investment management and investment advisory agency accounts, managed assets | $251,069,000 | 159 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $40,745,000 | 295 |
| Personal trust and agency accounts, non-managed assets | $409,000 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,368,000 | 200 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $2,598,000 | 256 |
| Corporate trust and agency accounts, non-managed assets | $8,915,000 | 98 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $2,455,000 | 72 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $299,000 | 392 |
| 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 | $391,537,000 | 297 |
| Managed Assets ($) | $361,068,000 | 238 |
| Personal trust and agency accounts, managed assets | $45,165,000 | 490 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,509,000 | 200 |
| Employee benefit-defined benefit accounts, managed assets | $4,614,000 | 258 |
| Other employee benefit and retirement-related accounts, managed assets | $33,119,000 | 189 |
| Corporate trust and agency accounts, managed assets | $5,423,000 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $247,238,000 | 160 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,469,000 | 439 |
| Personal trust and agency accounts, non-managed assets | $402,000 | 750 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,231,000 | 241 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,000 | 251 |
| Other retirement accounts, non-managed assets | $2,670,000 | 487 |
| Corporate trust and agency accounts, non-managed assets | $563,000 | 248 |
| 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 | $2,601,000 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $285,000 | 870 |
| 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 | $375,901,000 | 303 |
| Managed Assets ($) | $346,868,000 | 250 |
| Personal trust and agency accounts, managed assets | $45,896,000 | 327 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,992,000 | 179 |
| Employee benefit-defined benefit accounts, managed assets | $4,322,000 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $29,269,000 | 196 |
| Corporate trust and agency accounts, managed assets | $5,183,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $238,206,000 | 163 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,033,000 | 308 |
| Personal trust and agency accounts, non-managed assets | $408,000 | 322 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,872,000 | 202 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,000 | 174 |
| Other retirement accounts, non-managed assets | $2,699,000 | 252 |
| Corporate trust and agency accounts, non-managed assets | $563,000 | 152 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $2,488,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $282,000 | 379 |
| 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 | $370,757,000 | 305 |
| Managed Assets ($) | $342,332,000 | 252 |
| Personal trust and agency accounts, managed assets | $45,989,000 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,497,000 | 183 |
| Employee benefit-defined benefit accounts, managed assets | $4,185,000 | 195 |
| Other employee benefit and retirement-related accounts, managed assets | $27,337,000 | 205 |
| Corporate trust and agency accounts, managed assets | $5,638,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $235,686,000 | 166 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,425,000 | 318 |
| Personal trust and agency accounts, non-managed assets | $400,000 | 327 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,001,000 | 203 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,000 | 182 |
| Other retirement accounts, non-managed assets | $2,752,000 | 258 |
| Corporate trust and agency accounts, non-managed assets | $809,000 | 149 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $2,458,000 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $271,000 | 386 |
| 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 | $359,088,000 | 307 |
| Managed Assets ($) | $329,203,000 | 251 |
| Personal trust and agency accounts, managed assets | $45,845,000 | 338 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,741,000 | 191 |
| Employee benefit-defined benefit accounts, managed assets | $4,478,000 | 192 |
| Other employee benefit and retirement-related accounts, managed assets | $26,509,000 | 208 |
| Corporate trust and agency accounts, managed assets | $5,288,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $223,342,000 | 169 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,885,000 | 317 |
| Personal trust and agency accounts, non-managed assets | $396,000 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,231,000 | 207 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,000 | 181 |
| Other retirement accounts, non-managed assets | $3,732,000 | 247 |
| Corporate trust and agency accounts, non-managed assets | $809,000 | 149 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $2,711,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $289,000 | 394 |
| 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 | $341,209,000 | 315 |
| Managed Assets ($) | $312,247,000 | 259 |
| Personal trust and agency accounts, managed assets | $44,699,000 | 492 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,795,000 | 227 |
| Employee benefit-defined benefit accounts, managed assets | $3,673,000 | 274 |
| Other employee benefit and retirement-related accounts, managed assets | $21,838,000 | 236 |
| Corporate trust and agency accounts, managed assets | $5,199,000 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $214,043,000 | 167 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,962,000 | 439 |
| Personal trust and agency accounts, non-managed assets | $377,000 | 776 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,354,000 | 249 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,000 | 275 |
| Other retirement accounts, non-managed assets | $3,686,000 | 444 |
| Corporate trust and agency accounts, non-managed assets | $810,000 | 243 |
| 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 | $2,727,000 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $349,000 | 886 |
| 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 | $332,309,000 | 312 |
| Managed Assets ($) | $304,214,000 | 258 |
| Personal trust and agency accounts, managed assets | $44,575,000 | 329 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,983,000 | 194 |
| Employee benefit-defined benefit accounts, managed assets | $3,653,000 | 201 |
| Other employee benefit and retirement-related accounts, managed assets | $21,270,000 | 216 |
| Corporate trust and agency accounts, managed assets | $4,992,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $207,741,000 | 166 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,095,000 | 312 |
| Personal trust and agency accounts, non-managed assets | $375,000 | 318 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,177,000 | 214 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,000 | 185 |
| Other retirement accounts, non-managed assets | $3,804,000 | 245 |
| Corporate trust and agency accounts, non-managed assets | $810,000 | 147 |
| 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 | $2,920,000 | 79 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $354,000 | 384 |
| 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 | $320,838,000 | 314 |
| Managed Assets ($) | $292,813,000 | 261 |
| Personal trust and agency accounts, managed assets | $42,615,000 | 337 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,380,000 | 197 |
| Employee benefit-defined benefit accounts, managed assets | $3,528,000 | 204 |
| Other employee benefit and retirement-related accounts, managed assets | $20,557,000 | 220 |
| Corporate trust and agency accounts, managed assets | $7,192,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $197,541,000 | 170 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,025,000 | 320 |
| Personal trust and agency accounts, non-managed assets | $356,000 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,361,000 | 214 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,000 | 177 |
| Other retirement accounts, non-managed assets | $3,744,000 | 250 |
| Corporate trust and agency accounts, non-managed assets | $1,037,000 | 146 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $3,517,000 | 82 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $356,000 | 399 |
| 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 | $320,274,000 | 312 |
| Managed Assets ($) | $292,596,000 | 262 |
| Personal trust and agency accounts, managed assets | $42,921,000 | 343 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,802,000 | 198 |
| Employee benefit-defined benefit accounts, managed assets | $3,754,000 | 207 |
| Other employee benefit and retirement-related accounts, managed assets | $19,907,000 | 224 |
| Corporate trust and agency accounts, managed assets | $6,806,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $196,406,000 | 167 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,678,000 | 321 |
| Personal trust and agency accounts, non-managed assets | $373,000 | 335 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,956,000 | 217 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,000 | 181 |
| Other retirement accounts, non-managed assets | $3,791,000 | 251 |
| Corporate trust and agency accounts, non-managed assets | $1,037,000 | 141 |
| 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 | $3,509,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $383,000 | 397 |
| 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 | $320,742,000 | 316 |
| Managed Assets ($) | $295,300,000 | 260 |
| Personal trust and agency accounts, managed assets | $42,941,000 | 494 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,622,000 | 231 |
| Employee benefit-defined benefit accounts, managed assets | $3,405,000 | 274 |
| Other employee benefit and retirement-related accounts, managed assets | $19,588,000 | 244 |
| Corporate trust and agency accounts, managed assets | $6,860,000 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $199,884,000 | 163 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,442,000 | 454 |
| Personal trust and agency accounts, non-managed assets | $373,000 | 767 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,482,000 | 279 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,000 | 285 |
| Other retirement accounts, non-managed assets | $3,884,000 | 430 |
| Corporate trust and agency accounts, non-managed assets | $1,029,000 | 223 |
| 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 | $3,661,000 | 114 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $434,000 | 886 |
| 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 | $302,185,000 | 319 |
| Managed Assets ($) | $274,922,000 | 265 |
| Personal trust and agency accounts, managed assets | $32,775,000 | 341 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,825,000 | 200 |
| Employee benefit-defined benefit accounts, managed assets | $3,152,000 | 202 |
| Other employee benefit and retirement-related accounts, managed assets | $18,456,000 | 225 |
| Corporate trust and agency accounts, managed assets | $6,606,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $193,108,000 | 163 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,263,000 | 318 |
| Personal trust and agency accounts, non-managed assets | $354,000 | 326 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,164,000 | 217 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,000 | 185 |
| Other retirement accounts, non-managed assets | $3,895,000 | 243 |
| Corporate trust and agency accounts, non-managed assets | $1,028,000 | 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 | $3,807,000 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $428,000 | 392 |
| 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 | $294,078,000 | 327 |
| Managed Assets ($) | $266,558,000 | 266 |
| Personal trust and agency accounts, managed assets | $32,776,000 | 341 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,530,000 | 203 |
| Employee benefit-defined benefit accounts, managed assets | $3,196,000 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $17,711,000 | 228 |
| Corporate trust and agency accounts, managed assets | $7,739,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $183,606,000 | 169 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,520,000 | 326 |
| Personal trust and agency accounts, non-managed assets | $348,000 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,102,000 | 219 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,000 | 191 |
| Other retirement accounts, non-managed assets | $3,883,000 | 248 |
| Corporate trust and agency accounts, non-managed assets | $1,242,000 | 152 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $3,929,000 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $453,000 | 397 |
| 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 | $282,015,000 | 339 |
| Managed Assets ($) | $254,508,000 | 278 |
| Personal trust and agency accounts, managed assets | $32,013,000 | 347 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,724,000 | 204 |
| Employee benefit-defined benefit accounts, managed assets | $3,368,000 | 204 |
| Other employee benefit and retirement-related accounts, managed assets | $17,442,000 | 231 |
| Corporate trust and agency accounts, managed assets | $3,013,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $176,948,000 | 172 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,507,000 | 322 |
| Personal trust and agency accounts, non-managed assets | $339,000 | 341 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,972,000 | 223 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,000 | 192 |
| Other retirement accounts, non-managed assets | $3,912,000 | 248 |
| Corporate trust and agency accounts, non-managed assets | $1,242,000 | 156 |
| 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 | $4,024,000 | 82 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $477,000 | 402 |
| 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 | $275,297,000 | 353 |
| Managed Assets ($) | $247,508,000 | 287 |
| Personal trust and agency accounts, managed assets | $31,834,000 | 561 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,417,000 | 243 |
| Employee benefit-defined benefit accounts, managed assets | $2,759,000 | 292 |
| Other employee benefit and retirement-related accounts, managed assets | $17,121,000 | 252 |
| Corporate trust and agency accounts, managed assets | $2,947,000 | 133 |
| Investment management and investment advisory agency accounts, managed assets | $172,430,000 | 166 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,789,000 | 451 |
| Personal trust and agency accounts, non-managed assets | $339,000 | 810 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,330,000 | 267 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,000 | 294 |
| Other retirement accounts, non-managed assets | $3,869,000 | 443 |
| Corporate trust and agency accounts, non-managed assets | $1,244,000 | 253 |
| 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 | $3,988,000 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $495,000 | 901 |
| 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 | $265,351,000 | 352 |
| Managed Assets ($) | $238,620,000 | 287 |
| Personal trust and agency accounts, managed assets | $29,975,000 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,744,000 | 226 |
| Employee benefit-defined benefit accounts, managed assets | $2,621,000 | 216 |
| Other employee benefit and retirement-related accounts, managed assets | $16,916,000 | 229 |
| Corporate trust and agency accounts, managed assets | $2,769,000 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $167,595,000 | 170 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $26,731,000 | 336 |
| Personal trust and agency accounts, non-managed assets | $309,000 | 347 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,924,000 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,000 | 209 |
| Other retirement accounts, non-managed assets | $3,774,000 | 264 |
| Corporate trust and agency accounts, non-managed assets | $1,244,000 | 158 |
| 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 | $4,460,000 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $506,000 | 416 |
| 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 | $262,762,000 | 358 |
| Managed Assets ($) | $236,946,000 | 290 |
| Personal trust and agency accounts, managed assets | $30,409,000 | 355 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,740,000 | 225 |
| Employee benefit-defined benefit accounts, managed assets | $2,556,000 | 215 |
| Other employee benefit and retirement-related accounts, managed assets | $16,337,000 | 227 |
| Corporate trust and agency accounts, managed assets | $3,541,000 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $165,363,000 | 174 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,816,000 | 335 |
| Personal trust and agency accounts, non-managed assets | $305,000 | 354 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,300,000 | 236 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,000 | 208 |
| Other retirement accounts, non-managed assets | $3,883,000 | 256 |
| Corporate trust and agency accounts, non-managed assets | $1,436,000 | 161 |
| 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 | $3,870,000 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $522,000 | 419 |
| 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 | $236,901,000 | 368 |
| Managed Assets ($) | $213,072,000 | 304 |
| Personal trust and agency accounts, managed assets | $27,363,000 | 369 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,676,000 | 241 |
| Employee benefit-defined benefit accounts, managed assets | $2,446,000 | 221 |
| Other employee benefit and retirement-related accounts, managed assets | $15,321,000 | 231 |
| Corporate trust and agency accounts, managed assets | $3,221,000 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $149,045,000 | 172 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,829,000 | 344 |
| Personal trust and agency accounts, non-managed assets | $277,000 | 366 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,682,000 | 246 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,000 | 209 |
| Other retirement accounts, non-managed assets | $3,600,000 | 263 |
| Corporate trust and agency accounts, non-managed assets | $1,484,000 | 167 |
| 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 | $3,763,000 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $493,000 | 431 |
| 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 | $239,696,000 | 377 |
| Managed Assets ($) | $215,755,000 | 306 |
| Personal trust and agency accounts, managed assets | $28,173,000 | 599 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,602,000 | 282 |
| Employee benefit-defined benefit accounts, managed assets | $2,076,000 | 330 |
| Other employee benefit and retirement-related accounts, managed assets | $15,909,000 | 256 |
| Corporate trust and agency accounts, managed assets | $3,240,000 | 145 |
| Investment management and investment advisory agency accounts, managed assets | $150,134,000 | 173 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $621,000 | 219 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,941,000 | 474 |
| Personal trust and agency accounts, non-managed assets | $281,000 | 842 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,506,000 | 289 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,000 | 299 |
| Other retirement accounts, non-managed assets | $3,697,000 | 419 |
| Corporate trust and agency accounts, non-managed assets | $1,439,000 | 249 |
| 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 | $3,994,000 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $508,000 | 934 |
| 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 | $277,166,000 | 342 |
| Managed Assets ($) | $243,209,000 | 283 |
| Personal trust and agency accounts, managed assets | $30,108,000 | 567 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,873,000 | 243 |
| Employee benefit-defined benefit accounts, managed assets | $24,908,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $15,986,000 | 243 |
| Corporate trust and agency accounts, managed assets | $3,154,000 | 147 |
| Investment management and investment advisory agency accounts, managed assets | $148,180,000 | 169 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $33,957,000 | 404 |
| Personal trust and agency accounts, non-managed assets | $2,227,000 | 510 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,181,000 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,695,000 | 175 |
| Other retirement accounts, non-managed assets | $4,230,000 | 392 |
| Corporate trust and agency accounts, non-managed assets | $1,624,000 | 245 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,720,000 | 792 |
| 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 |