Home > American National Bank and Trust Company > Total Fiduciary and Related Assets
American National Bank and Trust Company, 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 | $787,107,000 | 282 |
| Managed Assets ($) | $785,963,000 | 242 |
| Personal trust and agency accounts, managed assets | $383,223,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,733,000 | 302 |
| Employee benefit-defined benefit accounts, managed assets | $4,325,000 | 193 |
| Other employee benefit and retirement-related accounts, managed assets | $49,957,000 | 280 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $294,953,000 | 215 |
| Foundation and endowment trust and agency accounts, managed assets | $50,772,000 | 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 | $49,957,000 | 281 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $1,144,000 | 685 |
| Personal trust and agency accounts, non-managed assets | $1,144,000 | 472 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 356 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $0 | 603 |
| 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 | $49,927,000 | 309 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,182,000 | 458 |
| 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 | $731,215,000 | 271 |
| Managed Assets ($) | $730,288,000 | 237 |
| Personal trust and agency accounts, managed assets | $344,762,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,512,000 | 213 |
| Employee benefit-defined benefit accounts, managed assets | $4,226,000 | 158 |
| Other employee benefit and retirement-related accounts, managed assets | $46,343,000 | 240 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $287,581,000 | 203 |
| Foundation and endowment trust and agency accounts, managed assets | $44,864,000 | 181 |
| 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 | $46,343,000 | 239 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $927,000 | 358 |
| Personal trust and agency accounts, non-managed assets | $927,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 247 |
| Employee benefit-defined benefit accounts, non-managed Assets | $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 | $45,981,000 | 252 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,023,000 | 260 |
| 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 | $737,073,000 | 278 |
| Managed Assets ($) | $736,116,000 | 242 |
| Personal trust and agency accounts, managed assets | $351,353,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,586,000 | 251 |
| Employee benefit-defined benefit accounts, managed assets | $4,278,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $47,993,000 | 273 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $283,629,000 | 212 |
| Foundation and endowment trust and agency accounts, managed assets | $46,277,000 | 191 |
| 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 | $47,993,000 | 269 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $957,000 | 422 |
| Personal trust and agency accounts, non-managed assets | $957,000 | 329 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $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 | $48,538,000 | 270 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,090,000 | 311 |
| 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 | $730,830,000 | 274 |
| Managed Assets ($) | $729,873,000 | 245 |
| Personal trust and agency accounts, managed assets | $335,180,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,422,000 | 202 |
| Employee benefit-defined benefit accounts, managed assets | $4,281,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $47,726,000 | 246 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $295,417,000 | 206 |
| Foundation and endowment trust and agency accounts, managed assets | $44,847,000 | 182 |
| 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 | $47,726,000 | 239 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $957,000 | 367 |
| Personal trust and agency accounts, non-managed assets | $957,000 | 277 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 229 |
| Employee benefit-defined benefit accounts, non-managed Assets | $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 | $48,240,000 | 247 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,098,000 | 270 |
| 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 | $692,590,000 | 293 |
| Managed Assets ($) | $691,642,000 | 258 |
| Personal trust and agency accounts, managed assets | $314,453,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,282,000 | 304 |
| Employee benefit-defined benefit accounts, managed assets | $4,234,000 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $43,819,000 | 288 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $284,203,000 | 216 |
| Foundation and endowment trust and agency accounts, managed assets | $42,651,000 | 202 |
| 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 | $43,819,000 | 280 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $948,000 | 730 |
| Personal trust and agency accounts, non-managed assets | $948,000 | 477 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 360 |
| Employee benefit-defined benefit accounts, non-managed Assets | $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 | $47,117,000 | 318 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,050,000 | 486 |
| 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 | $650,556,000 | 284 |
| Managed Assets ($) | $649,598,000 | 252 |
| Personal trust and agency accounts, managed assets | $296,477,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,322,000 | 214 |
| Employee benefit-defined benefit accounts, managed assets | $4,542,000 | 152 |
| Other employee benefit and retirement-related accounts, managed assets | $40,144,000 | 255 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $265,342,000 | 210 |
| Foundation and endowment trust and agency accounts, managed assets | $40,771,000 | 191 |
| 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 | $40,144,000 | 247 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $958,000 | 378 |
| Personal trust and agency accounts, non-managed assets | $958,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 246 |
| Employee benefit-defined benefit accounts, non-managed Assets | $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 | $46,145,000 | 259 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,934,000 | 280 |
| 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 | $662,762,000 | 260 |
| Managed Assets ($) | $661,795,000 | 223 |
| Personal trust and agency accounts, managed assets | $310,714,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,434,000 | 236 |
| Employee benefit-defined benefit accounts, managed assets | $4,568,000 | 153 |
| Other employee benefit and retirement-related accounts, managed assets | $43,125,000 | 264 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $257,920,000 | 201 |
| Foundation and endowment trust and agency accounts, managed assets | $43,034,000 | 183 |
| 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 | $43,125,000 | 258 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $967,000 | 405 |
| Personal trust and agency accounts, non-managed assets | $967,000 | 298 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 267 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $0 | 345 |
| 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 | $50,536,000 | 254 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,092,000 | 310 |
| 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 | $677,167,000 | 255 |
| Managed Assets ($) | $676,288,000 | 227 |
| Personal trust and agency accounts, managed assets | $347,888,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,018,000 | 205 |
| Employee benefit-defined benefit accounts, managed assets | $4,811,000 | 150 |
| Other employee benefit and retirement-related accounts, managed assets | $47,710,000 | 242 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $224,316,000 | 212 |
| Foundation and endowment trust and agency accounts, managed assets | $48,545,000 | 172 |
| 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 | $47,710,000 | 236 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $879,000 | 338 |
| Personal trust and agency accounts, non-managed assets | $879,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $0 | 294 |
| 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 | $53,484,000 | 233 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,372,000 | 261 |
| 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 | $700,085,000 | 270 |
| Managed Assets ($) | $699,207,000 | 234 |
| Personal trust and agency accounts, managed assets | $364,554,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,385,000 | 293 |
| Employee benefit-defined benefit accounts, managed assets | $5,046,000 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $45,898,000 | 286 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $228,948,000 | 221 |
| Foundation and endowment trust and agency accounts, managed assets | $51,376,000 | 185 |
| 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 | $45,898,000 | 277 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $878,000 | 706 |
| Personal trust and agency accounts, non-managed assets | $878,000 | 461 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
| Other retirement accounts, non-managed assets | $0 | 593 |
| 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 | $55,966,000 | 285 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,426,000 | 481 |
| 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 | $646,930,000 | 259 |
| Managed Assets ($) | $646,067,000 | 232 |
| Personal trust and agency accounts, managed assets | $337,208,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,192,000 | 208 |
| Employee benefit-defined benefit accounts, managed assets | $4,680,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $41,916,000 | 249 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $211,050,000 | 213 |
| Foundation and endowment trust and agency accounts, managed assets | $48,021,000 | 172 |
| 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 | $41,916,000 | 243 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $863,000 | 324 |
| Personal trust and agency accounts, non-managed assets | $863,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
| Other retirement accounts, non-managed assets | $0 | 283 |
| 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 | $54,426,000 | 224 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,271,000 | 263 |
| 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 | $647,016,000 | 274 |
| Managed Assets ($) | $642,288,000 | 237 |
| Personal trust and agency accounts, managed assets | $335,924,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,162,000 | 240 |
| Employee benefit-defined benefit accounts, managed assets | $4,694,000 | 157 |
| Other employee benefit and retirement-related accounts, managed assets | $42,250,000 | 280 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $209,986,000 | 225 |
| Foundation and endowment trust and agency accounts, managed assets | $46,272,000 | 183 |
| 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 | $42,250,000 | 272 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,728,000 | 371 |
| Personal trust and agency accounts, non-managed assets | $4,728,000 | 246 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 267 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| 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 | $54,400,000 | 251 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,287,000 | 307 |
| 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 | $619,251,000 | 260 |
| Managed Assets ($) | $614,534,000 | 230 |
| Personal trust and agency accounts, managed assets | $321,220,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,079,000 | 214 |
| Employee benefit-defined benefit accounts, managed assets | $4,719,000 | 150 |
| Other employee benefit and retirement-related accounts, managed assets | $38,864,000 | 256 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $195,873,000 | 221 |
| Foundation and endowment trust and agency accounts, managed assets | $50,779,000 | 167 |
| 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 | $38,864,000 | 249 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,717,000 | 312 |
| Personal trust and agency accounts, non-managed assets | $4,717,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $0 | 288 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| 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 | $51,222,000 | 230 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,117,000 | 268 |
| 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 | $564,779,000 | 285 |
| Managed Assets ($) | $560,057,000 | 247 |
| Personal trust and agency accounts, managed assets | $286,734,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,129,000 | 303 |
| Employee benefit-defined benefit accounts, managed assets | $4,675,000 | 185 |
| Other employee benefit and retirement-related accounts, managed assets | $38,218,000 | 299 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $177,816,000 | 240 |
| Foundation and endowment trust and agency accounts, managed assets | $49,485,000 | 182 |
| 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 | $38,218,000 | 289 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $4,722,000 | 604 |
| Personal trust and agency accounts, non-managed assets | $4,722,000 | 338 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 365 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 148 |
| Other retirement accounts, non-managed assets | $0 | 602 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 352 |
| 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 | $52,987,000 | 286 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,978,000 | 499 |
| 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 | $521,499,000 | 265 |
| Managed Assets ($) | $516,815,000 | 235 |
| Personal trust and agency accounts, managed assets | $268,507,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,118,000 | 213 |
| Employee benefit-defined benefit accounts, managed assets | $5,689,000 | 144 |
| Other employee benefit and retirement-related accounts, managed assets | $34,890,000 | 253 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $158,998,000 | 228 |
| Foundation and endowment trust and agency accounts, managed assets | $45,613,000 | 163 |
| 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 | $34,890,000 | 246 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,684,000 | 315 |
| Personal trust and agency accounts, non-managed assets | $4,684,000 | 214 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 122 |
| Other retirement accounts, non-managed assets | $0 | 292 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 192 |
| 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 | $51,185,000 | 224 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,025,000 | 283 |
| 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 | $488,608,000 | 291 |
| Managed Assets ($) | $483,923,000 | 254 |
| Personal trust and agency accounts, managed assets | $255,258,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,078,000 | 237 |
| Employee benefit-defined benefit accounts, managed assets | $5,579,000 | 157 |
| Other employee benefit and retirement-related accounts, managed assets | $33,316,000 | 281 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $143,869,000 | 253 |
| Foundation and endowment trust and agency accounts, managed assets | $42,823,000 | 176 |
| 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 | $33,316,000 | 271 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,685,000 | 367 |
| Personal trust and agency accounts, non-managed assets | $4,685,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 264 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $0 | 334 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| 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 | $51,033,000 | 241 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $979,000 | 326 |
| 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 | $446,365,000 | 270 |
| Managed Assets ($) | $442,485,000 | 238 |
| Personal trust and agency accounts, managed assets | $231,382,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,693,000 | 214 |
| Employee benefit-defined benefit accounts, managed assets | $5,522,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $28,327,000 | 259 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $135,928,000 | 232 |
| Foundation and endowment trust and agency accounts, managed assets | $38,633,000 | 164 |
| 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 | $28,327,000 | 251 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,880,000 | 320 |
| Personal trust and agency accounts, non-managed assets | $3,880,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $0 | 296 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| 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 | $50,137,000 | 220 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $815,000 | 287 |
| 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 | $513,043,000 | 286 |
| Managed Assets ($) | $510,079,000 | 246 |
| Personal trust and agency accounts, managed assets | $267,988,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,215,000 | 308 |
| Employee benefit-defined benefit accounts, managed assets | $5,881,000 | 181 |
| Other employee benefit and retirement-related accounts, managed assets | $33,088,000 | 306 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $155,487,000 | 247 |
| Foundation and endowment trust and agency accounts, managed assets | $44,420,000 | 180 |
| 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 | $33,088,000 | 290 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $2,964,000 | 646 |
| Personal trust and agency accounts, non-managed assets | $2,964,000 | 380 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 378 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $0 | 615 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 361 |
| 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 | $51,380,000 | 285 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,162,000 | 559 |
| 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 | $499,807,000 | 268 |
| Managed Assets ($) | $498,951,000 | 238 |
| Personal trust and agency accounts, managed assets | $259,701,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,012,000 | 215 |
| Employee benefit-defined benefit accounts, managed assets | $5,814,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $31,840,000 | 259 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $156,313,000 | 234 |
| Foundation and endowment trust and agency accounts, managed assets | $42,271,000 | 166 |
| 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 | $31,840,000 | 250 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $856,000 | 332 |
| Personal trust and agency accounts, non-managed assets | $856,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 241 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 124 |
| Other retirement accounts, non-managed assets | $0 | 299 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
| 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 | $50,210,000 | 224 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,095,000 | 290 |
| 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 | $501,908,000 | 280 |
| Managed Assets ($) | $501,064,000 | 243 |
| Personal trust and agency accounts, managed assets | $259,480,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,945,000 | 237 |
| Employee benefit-defined benefit accounts, managed assets | $5,815,000 | 159 |
| Other employee benefit and retirement-related accounts, managed assets | $31,086,000 | 279 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $159,699,000 | 240 |
| Foundation and endowment trust and agency accounts, managed assets | $42,039,000 | 175 |
| 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 | $31,086,000 | 270 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $844,000 | 371 |
| Personal trust and agency accounts, non-managed assets | $844,000 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 263 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 132 |
| Other retirement accounts, non-managed assets | $0 | 324 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
| 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 | $49,507,000 | 243 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $49,507,000 | 82 |
| 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 | $489,552,000 | 282 |
| Managed Assets ($) | $488,709,000 | 243 |
| Personal trust and agency accounts, managed assets | $249,813,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,975,000 | 239 |
| Employee benefit-defined benefit accounts, managed assets | $5,732,000 | 158 |
| Other employee benefit and retirement-related accounts, managed assets | $29,792,000 | 283 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $159,454,000 | 239 |
| Foundation and endowment trust and agency accounts, managed assets | $40,943,000 | 175 |
| 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 | $29,792,000 | 275 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $843,000 | 373 |
| Personal trust and agency accounts, non-managed assets | $843,000 | 276 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $0 | 326 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| 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 | $47,438,000 | 245 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $47,438,000 | 81 |
| 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 | $452,239,000 | 293 |
| Managed Assets ($) | $451,440,000 | 246 |
| Personal trust and agency accounts, managed assets | $234,103,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,834,000 | 319 |
| Employee benefit-defined benefit accounts, managed assets | $5,624,000 | 187 |
| Other employee benefit and retirement-related accounts, managed assets | $26,841,000 | 310 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $143,938,000 | 249 |
| Foundation and endowment trust and agency accounts, managed assets | $38,100,000 | 178 |
| 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 | $26,841,000 | 296 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $799,000 | 771 |
| Personal trust and agency accounts, non-managed assets | $799,000 | 475 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 398 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $0 | 632 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $45,724,000 | 287 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $45,724,000 | 84 |
| 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 | $484,243,000 | 289 |
| Managed Assets ($) | $483,384,000 | 244 |
| Personal trust and agency accounts, managed assets | $259,445,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,262,000 | 244 |
| Employee benefit-defined benefit accounts, managed assets | $7,061,000 | 156 |
| Other employee benefit and retirement-related accounts, managed assets | $29,943,000 | 283 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $141,856,000 | 253 |
| Foundation and endowment trust and agency accounts, managed assets | $41,817,000 | 165 |
| 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 | $29,943,000 | 272 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $859,000 | 375 |
| Personal trust and agency accounts, non-managed assets | $859,000 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $0 | 328 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $43,560,000 | 246 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $43,560,000 | 90 |
| 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 | $471,405,000 | 291 |
| Managed Assets ($) | $470,565,000 | 246 |
| Personal trust and agency accounts, managed assets | $254,422,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,093,000 | 246 |
| Employee benefit-defined benefit accounts, managed assets | $7,202,000 | 156 |
| Other employee benefit and retirement-related accounts, managed assets | $28,809,000 | 286 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $136,285,000 | 257 |
| Foundation and endowment trust and agency accounts, managed assets | $40,754,000 | 166 |
| 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 | $28,809,000 | 276 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $840,000 | 378 |
| Personal trust and agency accounts, non-managed assets | $840,000 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 269 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $0 | 328 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $43,243,000 | 245 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $43,243,000 | 88 |
| 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 | $471,913,000 | 289 |
| Managed Assets ($) | $471,090,000 | 243 |
| Personal trust and agency accounts, managed assets | $255,652,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,972,000 | 241 |
| Employee benefit-defined benefit accounts, managed assets | $7,239,000 | 156 |
| Other employee benefit and retirement-related accounts, managed assets | $28,480,000 | 285 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $137,887,000 | 255 |
| Foundation and endowment trust and agency accounts, managed assets | $37,860,000 | 172 |
| 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 | $28,480,000 | 272 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $823,000 | 381 |
| Personal trust and agency accounts, non-managed assets | $823,000 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 274 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $42,065,000 | 247 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,065,000 | 90 |
| 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 | $479,612,000 | 289 |
| Managed Assets ($) | $478,780,000 | 242 |
| Personal trust and agency accounts, managed assets | $262,052,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,953,000 | 309 |
| Employee benefit-defined benefit accounts, managed assets | $7,511,000 | 179 |
| Other employee benefit and retirement-related accounts, managed assets | $28,554,000 | 308 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $138,659,000 | 257 |
| Foundation and endowment trust and agency accounts, managed assets | $38,051,000 | 176 |
| 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 | $28,554,000 | 293 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $832,000 | 801 |
| Personal trust and agency accounts, non-managed assets | $832,000 | 487 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 412 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 163 |
| Other retirement accounts, non-managed assets | $0 | 646 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $43,065,000 | 293 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $43,065,000 | 98 |
| 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 | $480,246,000 | 291 |
| Managed Assets ($) | $478,401,000 | 241 |
| Personal trust and agency accounts, managed assets | $263,923,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,774,000 | 242 |
| Employee benefit-defined benefit accounts, managed assets | $7,432,000 | 156 |
| Other employee benefit and retirement-related accounts, managed assets | $25,600,000 | 290 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $138,068,000 | 253 |
| Foundation and endowment trust and agency accounts, managed assets | $39,604,000 | 162 |
| 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 | $25,600,000 | 279 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,845,000 | 371 |
| Personal trust and agency accounts, non-managed assets | $829,000 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 272 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $1,016,000 | 286 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| 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 | $41,718,000 | 249 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,734,000 | 87 |
| 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 | $484,021,000 | 281 |
| Managed Assets ($) | $480,471,000 | 233 |
| Personal trust and agency accounts, managed assets | $264,955,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,625,000 | 241 |
| Employee benefit-defined benefit accounts, managed assets | $7,348,000 | 156 |
| Other employee benefit and retirement-related accounts, managed assets | $24,627,000 | 292 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $141,061,000 | 245 |
| Foundation and endowment trust and agency accounts, managed assets | $38,855,000 | 162 |
| 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 | $24,627,000 | 279 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,550,000 | 372 |
| Personal trust and agency accounts, non-managed assets | $2,557,000 | 256 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 273 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $993,000 | 294 |
| 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 | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $41,645,000 | 248 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,638,000 | 90 |
| 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 | $485,268,000 | 279 |
| Managed Assets ($) | $481,769,000 | 235 |
| Personal trust and agency accounts, managed assets | $265,156,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,530,000 | 245 |
| Employee benefit-defined benefit accounts, managed assets | $7,309,000 | 161 |
| Other employee benefit and retirement-related accounts, managed assets | $23,439,000 | 293 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $143,721,000 | 238 |
| Foundation and endowment trust and agency accounts, managed assets | $38,614,000 | 164 |
| 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 | $23,439,000 | 283 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,499,000 | 378 |
| Personal trust and agency accounts, non-managed assets | $2,528,000 | 256 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 273 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $971,000 | 296 |
| 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 | $39,688,000 | 252 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $40,659,000 | 89 |
| 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 | $464,898,000 | 279 |
| Managed Assets ($) | $463,148,000 | 238 |
| Personal trust and agency accounts, managed assets | $261,937,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,360,000 | 334 |
| Employee benefit-defined benefit accounts, managed assets | $7,610,000 | 185 |
| Other employee benefit and retirement-related accounts, managed assets | $22,800,000 | 321 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $130,268,000 | 249 |
| Foundation and endowment trust and agency accounts, managed assets | $37,173,000 | 168 |
| 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 | $22,800,000 | 303 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $1,750,000 | 770 |
| Personal trust and agency accounts, non-managed assets | $804,000 | 499 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 433 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $946,000 | 550 |
| 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 | $38,890,000 | 311 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $39,836,000 | 97 |
| 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 | $466,962,000 | 278 |
| Managed Assets ($) | $465,251,000 | 237 |
| Personal trust and agency accounts, managed assets | $262,797,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,583,000 | 245 |
| Employee benefit-defined benefit accounts, managed assets | $7,772,000 | 161 |
| Other employee benefit and retirement-related accounts, managed assets | $22,814,000 | 288 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $132,664,000 | 236 |
| Foundation and endowment trust and agency accounts, managed assets | $35,621,000 | 161 |
| 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 | $22,814,000 | 276 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,711,000 | 384 |
| Personal trust and agency accounts, non-managed assets | $799,000 | 288 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 276 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 137 |
| Other retirement accounts, non-managed assets | $912,000 | 302 |
| 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 | $40,303,000 | 248 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $41,215,000 | 88 |
| 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 | $456,671,000 | 285 |
| Managed Assets ($) | $455,025,000 | 241 |
| Personal trust and agency accounts, managed assets | $258,185,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,421,000 | 250 |
| Employee benefit-defined benefit accounts, managed assets | $7,673,000 | 161 |
| Other employee benefit and retirement-related accounts, managed assets | $21,880,000 | 289 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $125,650,000 | 247 |
| Foundation and endowment trust and agency accounts, managed assets | $33,777,000 | 162 |
| Other fiduciary accounts, managed assets | $4,439,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $21,880,000 | 279 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,646,000 | 386 |
| Personal trust and agency accounts, non-managed assets | $840,000 | 292 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 280 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 138 |
| Other retirement accounts, non-managed assets | $806,000 | 304 |
| 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 | $40,325,000 | 249 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $41,131,000 | 87 |
| 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 | $459,325,000 | 279 |
| Managed Assets ($) | $457,730,000 | 237 |
| Personal trust and agency accounts, managed assets | $257,495,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,414,000 | 251 |
| Employee benefit-defined benefit accounts, managed assets | $8,082,000 | 159 |
| Other employee benefit and retirement-related accounts, managed assets | $23,149,000 | 284 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $126,759,000 | 241 |
| Foundation and endowment trust and agency accounts, managed assets | $34,116,000 | 162 |
| Other fiduciary accounts, managed assets | $4,715,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $23,149,000 | 273 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,595,000 | 389 |
| Personal trust and agency accounts, non-managed assets | $835,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 136 |
| Other retirement accounts, non-managed assets | $760,000 | 305 |
| 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 | $37,743,000 | 256 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,743,000 | 89 |
| 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 | $461,454,000 | 275 |
| Managed Assets ($) | $459,834,000 | 238 |
| Personal trust and agency accounts, managed assets | $259,532,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,364,000 | 343 |
| Employee benefit-defined benefit accounts, managed assets | $8,386,000 | 185 |
| Other employee benefit and retirement-related accounts, managed assets | $22,768,000 | 316 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $127,149,000 | 239 |
| Foundation and endowment trust and agency accounts, managed assets | $33,960,000 | 172 |
| Other fiduciary accounts, managed assets | $4,675,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $22,768,000 | 297 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $1,620,000 | 789 |
| Personal trust and agency accounts, non-managed assets | $819,000 | 516 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 461 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 174 |
| Other retirement accounts, non-managed assets | $801,000 | 572 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
| 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 | $36,124,000 | 322 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $36,925,000 | 98 |
| 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 | $455,844,000 | 278 |
| Managed Assets ($) | $454,272,000 | 234 |
| Personal trust and agency accounts, managed assets | $256,941,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,237,000 | 252 |
| Employee benefit-defined benefit accounts, managed assets | $9,194,000 | 155 |
| Other employee benefit and retirement-related accounts, managed assets | $21,930,000 | 291 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $125,585,000 | 236 |
| Foundation and endowment trust and agency accounts, managed assets | $32,757,000 | 162 |
| Other fiduciary accounts, managed assets | $4,628,000 | 66 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $21,930,000 | 279 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,572,000 | 379 |
| Personal trust and agency accounts, non-managed assets | $813,000 | 285 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 284 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $759,000 | 299 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $36,306,000 | 264 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,065,000 | 91 |
| 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 | $479,918,000 | 278 |
| Managed Assets ($) | $478,223,000 | 236 |
| Personal trust and agency accounts, managed assets | $273,421,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,504,000 | 256 |
| Employee benefit-defined benefit accounts, managed assets | $9,784,000 | 153 |
| Other employee benefit and retirement-related accounts, managed assets | $22,198,000 | 296 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $129,504,000 | 234 |
| Foundation and endowment trust and agency accounts, managed assets | $35,197,000 | 163 |
| Other fiduciary accounts, managed assets | $4,615,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $22,198,000 | 280 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,695,000 | 383 |
| Personal trust and agency accounts, non-managed assets | $838,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 289 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $857,000 | 297 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $35,418,000 | 273 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $36,275,000 | 98 |
| 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 | $470,466,000 | 283 |
| Managed Assets ($) | $468,738,000 | 239 |
| Personal trust and agency accounts, managed assets | $277,386,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,610,000 | 272 |
| Employee benefit-defined benefit accounts, managed assets | $13,066,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $20,354,000 | 301 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $121,457,000 | 243 |
| Foundation and endowment trust and agency accounts, managed assets | $34,865,000 | 165 |
| 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 | $20,354,000 | 283 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,728,000 | 384 |
| Personal trust and agency accounts, non-managed assets | $846,000 | 292 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 287 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 139 |
| Other retirement accounts, non-managed assets | $882,000 | 298 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| 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 | $34,044,000 | 274 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,926,000 | 100 |
| 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 | $419,120,000 | 297 |
| Managed Assets ($) | $417,372,000 | 253 |
| Personal trust and agency accounts, managed assets | $285,308,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,205,000 | 375 |
| Employee benefit-defined benefit accounts, managed assets | $13,953,000 | 158 |
| Other employee benefit and retirement-related accounts, managed assets | $18,175,000 | 350 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $63,552,000 | 339 |
| Foundation and endowment trust and agency accounts, managed assets | $34,179,000 | 168 |
| 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 | $18,175,000 | 327 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $1,748,000 | 819 |
| Personal trust and agency accounts, non-managed assets | $843,000 | 530 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 494 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 180 |
| Other retirement accounts, non-managed assets | $905,000 | 586 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,247,000 | 351 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $905,000 | 655 |
| 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 | $411,991,000 | 298 |
| Managed Assets ($) | $410,261,000 | 252 |
| Personal trust and agency accounts, managed assets | $280,389,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,145,000 | 266 |
| Employee benefit-defined benefit accounts, managed assets | $13,892,000 | 138 |
| Other employee benefit and retirement-related accounts, managed assets | $17,640,000 | 310 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $62,353,000 | 300 |
| Foundation and endowment trust and agency accounts, managed assets | $33,798,000 | 158 |
| Other fiduciary accounts, managed assets | $44,000 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $17,640,000 | 291 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,730,000 | 386 |
| Personal trust and agency accounts, non-managed assets | $830,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 292 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $900,000 | 297 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| 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 | $31,758,000 | 276 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $900,000 | 325 |
| 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 | $420,774,000 | 296 |
| Managed Assets ($) | $418,987,000 | 250 |
| Personal trust and agency accounts, managed assets | $288,958,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,119,000 | 272 |
| Employee benefit-defined benefit accounts, managed assets | $14,087,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $17,262,000 | 308 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $63,205,000 | 300 |
| Foundation and endowment trust and agency accounts, managed assets | $33,312,000 | 160 |
| Other fiduciary accounts, managed assets | $44,000 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $17,262,000 | 288 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,787,000 | 388 |
| Personal trust and agency accounts, non-managed assets | $840,000 | 292 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $947,000 | 296 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| 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 | $31,686,000 | 277 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,633,000 | 101 |
| 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 | $410,700,000 | 299 |
| Managed Assets ($) | $408,878,000 | 254 |
| Personal trust and agency accounts, managed assets | $283,309,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,076,000 | 275 |
| Employee benefit-defined benefit accounts, managed assets | $13,782,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $15,611,000 | 315 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $62,643,000 | 298 |
| Foundation and endowment trust and agency accounts, managed assets | $31,314,000 | 161 |
| Other fiduciary accounts, managed assets | $143,000 | 102 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $15,611,000 | 294 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,822,000 | 387 |
| Personal trust and agency accounts, non-managed assets | $931,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 298 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 144 |
| Other retirement accounts, non-managed assets | $891,000 | 300 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,173,000 | 282 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,064,000 | 111 |
| 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 | $418,713,000 | 294 |
| Managed Assets ($) | $416,912,000 | 248 |
| Personal trust and agency accounts, managed assets | $291,944,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,050,000 | 400 |
| Employee benefit-defined benefit accounts, managed assets | $13,711,000 | 153 |
| Other employee benefit and retirement-related accounts, managed assets | $15,457,000 | 371 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $62,247,000 | 336 |
| Foundation and endowment trust and agency accounts, managed assets | $31,359,000 | 169 |
| Other fiduciary accounts, managed assets | $144,000 | 180 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $15,457,000 | 343 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $1,801,000 | 838 |
| Personal trust and agency accounts, non-managed assets | $918,000 | 538 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 514 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 186 |
| Other retirement accounts, non-managed assets | $883,000 | 595 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,232,000 | 371 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,115,000 | 138 |
| 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 | $407,672,000 | 293 |
| Managed Assets ($) | $405,941,000 | 241 |
| Personal trust and agency accounts, managed assets | $286,187,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,944,000 | 268 |
| Employee benefit-defined benefit accounts, managed assets | $13,866,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $13,505,000 | 302 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $58,168,000 | 286 |
| Foundation and endowment trust and agency accounts, managed assets | $32,271,000 | 149 |
| 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 | $13,505,000 | 284 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,731,000 | 372 |
| Personal trust and agency accounts, non-managed assets | $916,000 | 280 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 293 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $815,000 | 283 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,663,000 | 276 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,478,000 | 117 |
| 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 | $395,755,000 | 293 |
| Managed Assets ($) | $393,897,000 | 238 |
| Personal trust and agency accounts, managed assets | $282,395,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,884,000 | 270 |
| Employee benefit-defined benefit accounts, managed assets | $13,876,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $11,166,000 | 307 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $52,768,000 | 287 |
| Foundation and endowment trust and agency accounts, managed assets | $31,808,000 | 147 |
| 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 | $11,166,000 | 284 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,858,000 | 372 |
| Personal trust and agency accounts, non-managed assets | $1,069,000 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 293 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $789,000 | 281 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,667,000 | 280 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $789,000 | 313 |
| 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 | $411,387,000 | 284 |
| Managed Assets ($) | $402,715,000 | 232 |
| Personal trust and agency accounts, managed assets | $291,520,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,868,000 | 266 |
| Employee benefit-defined benefit accounts, managed assets | $14,556,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $11,769,000 | 304 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $50,914,000 | 290 |
| Foundation and endowment trust and agency accounts, managed assets | $32,088,000 | 152 |
| 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 | $11,769,000 | 281 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,672,000 | 353 |
| Personal trust and agency accounts, non-managed assets | $1,111,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 298 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $777,000 | 284 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $6,784,000 | 104 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,705,000 | 313 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $777,000 | 318 |
| 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 | $384,931,000 | 292 |
| Managed Assets ($) | $383,100,000 | 238 |
| Personal trust and agency accounts, managed assets | $277,169,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,765,000 | 410 |
| Employee benefit-defined benefit accounts, managed assets | $14,239,000 | 151 |
| Other employee benefit and retirement-related accounts, managed assets | $11,192,000 | 401 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $48,695,000 | 351 |
| Foundation and endowment trust and agency accounts, managed assets | $30,040,000 | 160 |
| 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 | $11,192,000 | 366 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $1,831,000 | 850 |
| Personal trust and agency accounts, non-managed assets | $1,099,000 | 528 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 547 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
| Other retirement accounts, non-managed assets | $732,000 | 614 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,169,000 | 587 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,901,000 | 429 |
| 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 | $390,170,000 | 285 |
| Managed Assets ($) | $388,338,000 | 232 |
| Personal trust and agency accounts, managed assets | $278,457,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,760,000 | 256 |
| Employee benefit-defined benefit accounts, managed assets | $14,263,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $11,458,000 | 305 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $51,275,000 | 280 |
| Foundation and endowment trust and agency accounts, managed assets | $31,125,000 | 146 |
| 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 | $11,458,000 | 280 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,832,000 | 358 |
| Personal trust and agency accounts, non-managed assets | $1,102,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 289 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $730,000 | 276 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,892,000 | 326 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,892,000 | 261 |
| 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 | $372,863,000 | 285 |
| Managed Assets ($) | $370,972,000 | 228 |
| Personal trust and agency accounts, managed assets | $265,125,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,669,000 | 261 |
| Employee benefit-defined benefit accounts, managed assets | $13,840,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $10,938,000 | 303 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $49,393,000 | 281 |
| Foundation and endowment trust and agency accounts, managed assets | $30,007,000 | 146 |
| 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 | $10,938,000 | 278 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,891,000 | 359 |
| Personal trust and agency accounts, non-managed assets | $1,200,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 288 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $691,000 | 278 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,823,000 | 326 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,514,000 | 234 |
| 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 | $385,163,000 | 278 |
| Managed Assets ($) | $382,189,000 | 227 |
| Personal trust and agency accounts, managed assets | $273,528,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,689,000 | 265 |
| Employee benefit-defined benefit accounts, managed assets | $14,620,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $11,503,000 | 302 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $49,401,000 | 282 |
| Foundation and endowment trust and agency accounts, managed assets | $31,448,000 | 148 |
| 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 | $11,503,000 | 276 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,974,000 | 353 |
| Personal trust and agency accounts, non-managed assets | $1,240,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 286 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 149 |
| Other retirement accounts, non-managed assets | $727,000 | 277 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $1,007,000 | 152 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,734,000 | 337 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $727,000 | 309 |
| 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 | $358,738,000 | 287 |
| Managed Assets ($) | $353,221,000 | 236 |
| Personal trust and agency accounts, managed assets | $257,953,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,553,000 | 424 |
| Employee benefit-defined benefit accounts, managed assets | $13,412,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $10,722,000 | 391 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $40,330,000 | 375 |
| Foundation and endowment trust and agency accounts, managed assets | $29,251,000 | 153 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $10,722,000 | 361 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $5,517,000 | 703 |
| Personal trust and agency accounts, non-managed assets | $1,268,000 | 516 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 559 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 200 |
| Other retirement accounts, non-managed assets | $668,000 | 629 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $3,581,000 | 180 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 826 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $668,000 | 697 |
| 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 | $344,600,000 | 282 |
| Managed Assets ($) | $339,521,000 | 235 |
| Personal trust and agency accounts, managed assets | $250,340,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,632,000 | 262 |
| Employee benefit-defined benefit accounts, managed assets | $12,710,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $10,178,000 | 298 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $37,832,000 | 291 |
| Foundation and endowment trust and agency accounts, managed assets | $26,829,000 | 152 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $10,178,000 | 270 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,079,000 | 353 |
| Personal trust and agency accounts, non-managed assets | $1,258,000 | 265 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $597,000 | 294 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $3,224,000 | 111 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 369 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $597,000 | 308 |
| 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 | $372,374,000 | 278 |
| Managed Assets ($) | $365,779,000 | 230 |
| Personal trust and agency accounts, managed assets | $270,219,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,728,000 | 266 |
| Employee benefit-defined benefit accounts, managed assets | $14,051,000 | 138 |
| Other employee benefit and retirement-related accounts, managed assets | $10,725,000 | 300 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $40,053,000 | 296 |
| Foundation and endowment trust and agency accounts, managed assets | $29,003,000 | 146 |
| 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 | $10,725,000 | 273 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,595,000 | 352 |
| Personal trust and agency accounts, non-managed assets | $978,000 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $722,000 | 292 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $4,895,000 | 96 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 372 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $722,000 | 310 |
| 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 | $382,324,000 | 279 |
| Managed Assets ($) | $375,579,000 | 229 |
| Personal trust and agency accounts, managed assets | $276,113,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,711,000 | 271 |
| Employee benefit-defined benefit accounts, managed assets | $14,443,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $10,792,000 | 302 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $40,778,000 | 299 |
| Foundation and endowment trust and agency accounts, managed assets | $31,742,000 | 140 |
| 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 | $10,792,000 | 271 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,745,000 | 351 |
| Personal trust and agency accounts, non-managed assets | $970,000 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 294 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $731,000 | 293 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $5,044,000 | 91 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 376 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $731,000 | 307 |
| 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 | $370,245,000 | 280 |
| Managed Assets ($) | $363,600,000 | 233 |
| Personal trust and agency accounts, managed assets | $273,707,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,649,000 | 456 |
| Employee benefit-defined benefit accounts, managed assets | $13,854,000 | 150 |
| Other employee benefit and retirement-related accounts, managed assets | $10,570,000 | 404 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $33,941,000 | 421 |
| Foundation and endowment trust and agency accounts, managed assets | $29,879,000 | 150 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 654 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $6,645,000 | 695 |
| Personal trust and agency accounts, non-managed assets | $964,000 | 565 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 577 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
| Other retirement accounts, non-managed assets | $674,000 | 656 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $5,007,000 | 150 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 865 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 793 |
| 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 | $370,016,000 | 268 |
| Managed Assets ($) | $363,664,000 | 227 |
| Personal trust and agency accounts, managed assets | $277,682,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,550,000 | 267 |
| Employee benefit-defined benefit accounts, managed assets | $13,122,000 | 141 |
| Other employee benefit and retirement-related accounts, managed assets | $10,793,000 | 287 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $31,939,000 | 296 |
| Foundation and endowment trust and agency accounts, managed assets | $28,578,000 | 136 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 312 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,352,000 | 352 |
| Personal trust and agency accounts, non-managed assets | $969,000 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
| Other retirement accounts, non-managed assets | $590,000 | 283 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $4,793,000 | 92 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 370 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 306 |
| 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 | $341,769,000 | 273 |
| Managed Assets ($) | $333,386,000 | 228 |
| Personal trust and agency accounts, managed assets | $252,774,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,444,000 | 270 |
| Employee benefit-defined benefit accounts, managed assets | $12,190,000 | 141 |
| Other employee benefit and retirement-related accounts, managed assets | $10,234,000 | 286 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $30,718,000 | 298 |
| Foundation and endowment trust and agency accounts, managed assets | $26,026,000 | 137 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 306 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,383,000 | 348 |
| Personal trust and agency accounts, non-managed assets | $1,539,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $528,000 | 287 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $6,316,000 | 82 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $750,000 | 356 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
| 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 | $362,366,000 | 268 |
| Managed Assets ($) | $354,371,000 | 225 |
| Personal trust and agency accounts, managed assets | $270,828,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,508,000 | 272 |
| Employee benefit-defined benefit accounts, managed assets | $13,583,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $10,926,000 | 287 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $33,616,000 | 296 |
| Foundation and endowment trust and agency accounts, managed assets | $23,910,000 | 145 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 310 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,995,000 | 354 |
| Personal trust and agency accounts, non-managed assets | $1,573,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 299 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $608,000 | 286 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $5,814,000 | 82 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $839,000 | 362 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
| 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 | $356,550,000 | 271 |
| Managed Assets ($) | $350,075,000 | 228 |
| Personal trust and agency accounts, managed assets | $275,733,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,213,000 | 487 |
| Employee benefit-defined benefit accounts, managed assets | $13,456,000 | 156 |
| Other employee benefit and retirement-related accounts, managed assets | $9,839,000 | 401 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $31,815,000 | 418 |
| Foundation and endowment trust and agency accounts, managed assets | $18,019,000 | 169 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 654 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $6,475,000 | 700 |
| Personal trust and agency accounts, non-managed assets | $1,537,000 | 523 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 594 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
| Other retirement accounts, non-managed assets | $596,000 | 674 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $4,342,000 | 138 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,574,000 | 711 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 794 |
| 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 | $352,917,000 | 273 |
| Managed Assets ($) | $350,833,000 | 228 |
| Personal trust and agency accounts, managed assets | $276,180,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $987,000 | 270 |
| Employee benefit-defined benefit accounts, managed assets | $13,569,000 | 144 |
| Other employee benefit and retirement-related accounts, managed assets | $9,541,000 | 277 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $50,556,000 | 279 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,084,000 | 361 |
| Personal trust and agency accounts, non-managed assets | $1,526,000 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,000 | 286 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $557,000 | 283 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,943,000 | 341 |
| 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 | $331,774,000 | 277 |
| Managed Assets ($) | $329,824,000 | 233 |
| Personal trust and agency accounts, managed assets | $259,403,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $898,000 | 284 |
| Employee benefit-defined benefit accounts, managed assets | $12,793,000 | 145 |
| Other employee benefit and retirement-related accounts, managed assets | $8,854,000 | 281 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $47,876,000 | 293 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,950,000 | 368 |
| Personal trust and agency accounts, non-managed assets | $1,457,000 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $493,000 | 288 |
| Corporate trust and agency accounts, non-managed assets | $0 | 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 | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,980,000 | 350 |
| 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 | $301,273,000 | 288 |
| Managed Assets ($) | $299,468,000 | 238 |
| Personal trust and agency accounts, managed assets | $241,409,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $794,000 | 288 |
| Employee benefit-defined benefit accounts, managed assets | $11,754,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $6,765,000 | 286 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $38,746,000 | 301 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,805,000 | 368 |
| Personal trust and agency accounts, non-managed assets | $1,391,000 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $414,000 | 289 |
| Corporate trust and agency accounts, non-managed assets | $0 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,855,000 | 339 |
| 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 | $322,297,000 | 288 |
| Managed Assets ($) | $320,566,000 | 233 |
| Personal trust and agency accounts, managed assets | $257,466,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $811,000 | 533 |
| Employee benefit-defined benefit accounts, managed assets | $11,899,000 | 157 |
| Other employee benefit and retirement-related accounts, managed assets | $7,140,000 | 431 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $43,250,000 | 392 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,731,000 | 893 |
| Personal trust and agency accounts, non-managed assets | $1,295,000 | 557 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 603 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $436,000 | 690 |
| Corporate trust and agency accounts, non-managed assets | $0 | 351 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,317,000 | 621 |
| 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 | $363,096,000 | 283 |
| Managed Assets ($) | $362,159,000 | 228 |
| Personal trust and agency accounts, managed assets | $296,014,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $970,000 | 298 |
| Employee benefit-defined benefit accounts, managed assets | $10,622,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $8,298,000 | 304 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $46,255,000 | 317 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $937,000 | 403 |
| Personal trust and agency accounts, non-managed assets | $336,000 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 313 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $601,000 | 307 |
| Corporate trust and agency accounts, non-managed assets | $0 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,245,000 | 358 |
| 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 | $371,382,000 | 291 |
| Managed Assets ($) | $370,269,000 | 231 |
| Personal trust and agency accounts, managed assets | $298,796,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,084,000 | 303 |
| Employee benefit-defined benefit accounts, managed assets | $11,738,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $8,592,000 | 311 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $50,059,000 | 318 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,113,000 | 407 |
| Personal trust and agency accounts, non-managed assets | $366,000 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 320 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $747,000 | 305 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,626,000 | 358 |
| 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 | $380,418,000 | 297 |
| Managed Assets ($) | $379,345,000 | 234 |
| Personal trust and agency accounts, managed assets | $313,314,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,069,000 | 305 |
| Employee benefit-defined benefit accounts, managed assets | $9,668,000 | 156 |
| Other employee benefit and retirement-related accounts, managed assets | $7,507,000 | 323 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $47,787,000 | 326 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,073,000 | 414 |
| Personal trust and agency accounts, non-managed assets | $383,000 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 327 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $690,000 | 309 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,956,000 | 362 |
| 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 | $398,182,000 | 294 |
| Managed Assets ($) | $397,007,000 | 226 |
| Personal trust and agency accounts, managed assets | $326,829,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,127,000 | 558 |
| Employee benefit-defined benefit accounts, managed assets | $10,228,000 | 180 |
| Other employee benefit and retirement-related accounts, managed assets | $7,033,000 | 471 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $51,790,000 | 394 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,175,000 | 996 |
| Personal trust and agency accounts, non-managed assets | $395,000 | 754 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 633 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $780,000 | 678 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,295,000 | 610 |
| 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 | $399,096,000 | 294 |
| Managed Assets ($) | $397,908,000 | 228 |
| Personal trust and agency accounts, managed assets | $327,857,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,132,000 | 297 |
| Employee benefit-defined benefit accounts, managed assets | $10,376,000 | 156 |
| Other employee benefit and retirement-related accounts, managed assets | $7,237,000 | 306 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $51,306,000 | 307 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,188,000 | 398 |
| Personal trust and agency accounts, non-managed assets | $429,000 | 321 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
| Other retirement accounts, non-managed assets | $759,000 | 300 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,639,000 | 349 |
| 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 | $398,788,000 | 302 |
| Managed Assets ($) | $392,130,000 | 235 |
| Personal trust and agency accounts, managed assets | $324,642,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,074,000 | 304 |
| Employee benefit-defined benefit accounts, managed assets | $9,996,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $7,004,000 | 309 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $49,414,000 | 310 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,658,000 | 371 |
| Personal trust and agency accounts, non-managed assets | $5,947,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $711,000 | 307 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,347,000 | 356 |
| 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 | $380,467,000 | 302 |
| Managed Assets ($) | $373,894,000 | 235 |
| Personal trust and agency accounts, managed assets | $311,073,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,003,000 | 306 |
| Employee benefit-defined benefit accounts, managed assets | $9,493,000 | 165 |
| Other employee benefit and retirement-related accounts, managed assets | $5,156,000 | 316 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $47,169,000 | 312 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,573,000 | 374 |
| Personal trust and agency accounts, non-managed assets | $5,928,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $645,000 | 309 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,938,000 | 353 |
| 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 | $365,210,000 | 305 |
| Managed Assets ($) | $364,087,000 | 237 |
| Personal trust and agency accounts, managed assets | $296,331,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $977,000 | 612 |
| Employee benefit-defined benefit accounts, managed assets | $9,274,000 | 195 |
| Other employee benefit and retirement-related accounts, managed assets | $5,104,000 | 493 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $52,401,000 | 379 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,123,000 | 1,015 |
| Personal trust and agency accounts, non-managed assets | $445,000 | 732 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $53,000 | 636 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $625,000 | 686 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,825,000 | 593 |
| 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 | $356,259,000 | 307 |
| Managed Assets ($) | $355,195,000 | 245 |
| Personal trust and agency accounts, managed assets | $291,964,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $918,000 | 300 |
| Employee benefit-defined benefit accounts, managed assets | $8,869,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $4,924,000 | 308 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $48,520,000 | 298 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,064,000 | 396 |
| Personal trust and agency accounts, non-managed assets | $426,000 | 321 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,000 | 318 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $588,000 | 301 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,446,000 | 337 |
| 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 | $351,248,000 | 313 |
| Managed Assets ($) | $348,047,000 | 247 |
| Personal trust and agency accounts, managed assets | $288,554,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $895,000 | 306 |
| Employee benefit-defined benefit accounts, managed assets | $8,638,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $6,009,000 | 305 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $43,951,000 | 303 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,201,000 | 379 |
| Personal trust and agency accounts, non-managed assets | $2,579,000 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $49,000 | 320 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $573,000 | 308 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,718,000 | 343 |
| 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 | $358,663,000 | 309 |
| Managed Assets ($) | $358,011,000 | 240 |
| Personal trust and agency accounts, managed assets | $302,244,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $898,000 | 313 |
| Employee benefit-defined benefit accounts, managed assets | $7,420,000 | 177 |
| Other employee benefit and retirement-related accounts, managed assets | $6,173,000 | 309 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $41,276,000 | 308 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $652,000 | 411 |
| Personal trust and agency accounts, non-managed assets | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $49,000 | 326 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $603,000 | 305 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,326,000 | 345 |
| 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 | $348,755,000 | 310 |
| Managed Assets ($) | $348,707,000 | 241 |
| Personal trust and agency accounts, managed assets | $293,629,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $864,000 | 658 |
| Employee benefit-defined benefit accounts, managed assets | $8,168,000 | 207 |
| Other employee benefit and retirement-related accounts, managed assets | $4,943,000 | 500 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $41,103,000 | 412 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $48,000 | 1,311 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,012 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $48,000 | 673 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $0 | 867 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,857,000 | 560 |
| 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 | $348,224,000 | 301 |
| Managed Assets ($) | $348,177,000 | 239 |
| Personal trust and agency accounts, managed assets | $293,062,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $833,000 | 313 |
| Employee benefit-defined benefit accounts, managed assets | $7,941,000 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $4,904,000 | 313 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $41,437,000 | 301 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $47,000 | 410 |
| Personal trust and agency accounts, non-managed assets | $0 | 337 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,000 | 329 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
| Other retirement accounts, non-managed assets | $0 | 324 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,006,000 | 327 |
| 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 | $343,776,000 | 306 |
| Managed Assets ($) | $343,731,000 | 238 |
| Personal trust and agency accounts, managed assets | $287,708,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $806,000 | 328 |
| Employee benefit-defined benefit accounts, managed assets | $7,786,000 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $4,855,000 | 326 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $42,576,000 | 310 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $45,000 | 423 |
| Personal trust and agency accounts, non-managed assets | $0 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $45,000 | 340 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $0 | 334 |
| Corporate trust and agency accounts, non-managed assets | $0 | 195 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,572,000 | 351 |
| 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 | $337,049,000 | 307 |
| Managed Assets ($) | $337,004,000 | 240 |
| Personal trust and agency accounts, managed assets | $283,061,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $796,000 | 327 |
| Employee benefit-defined benefit accounts, managed assets | $7,996,000 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $4,084,000 | 331 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $41,067,000 | 310 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $45,000 | 426 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $45,000 | 337 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,025,000 | 350 |
| 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 | $346,427,000 | 305 |
| Managed Assets ($) | $346,382,000 | 234 |
| Personal trust and agency accounts, managed assets | $291,284,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $794,000 | 669 |
| Employee benefit-defined benefit accounts, managed assets | $8,405,000 | 206 |
| Other employee benefit and retirement-related accounts, managed assets | $4,203,000 | 506 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $41,696,000 | 397 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $45,000 | 1,317 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,010 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $45,000 | 679 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $0 | 862 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,601,000 | 584 |
| 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 | $339,844,000 | 299 |
| Managed Assets ($) | $339,802,000 | 229 |
| Personal trust and agency accounts, managed assets | $287,585,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $747,000 | 319 |
| Employee benefit-defined benefit accounts, managed assets | $7,891,000 | 179 |
| Other employee benefit and retirement-related accounts, managed assets | $2,733,000 | 324 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $40,846,000 | 306 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $42,000 | 418 |
| Personal trust and agency accounts, non-managed assets | $0 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $42,000 | 328 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $0 | 327 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,094,000 | 350 |
| 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 | $343,650,000 | 298 |
| Managed Assets ($) | $343,608,000 | 229 |
| Personal trust and agency accounts, managed assets | $292,427,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $752,000 | 324 |
| Employee benefit-defined benefit accounts, managed assets | $8,070,000 | 177 |
| Other employee benefit and retirement-related accounts, managed assets | $2,654,000 | 324 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $39,705,000 | 308 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $42,000 | 426 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $42,000 | 338 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $0 | 338 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,349,000 | 356 |
| 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 | $339,193,000 | 303 |
| Managed Assets ($) | $339,151,000 | 236 |
| Personal trust and agency accounts, managed assets | $290,031,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $744,000 | 328 |
| Employee benefit-defined benefit accounts, managed assets | $8,135,000 | 179 |
| Other employee benefit and retirement-related accounts, managed assets | $2,192,000 | 335 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $38,049,000 | 309 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $42,000 | 433 |
| Personal trust and agency accounts, non-managed assets | $0 | 363 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $42,000 | 342 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,618,000 | 365 |
| 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 | $331,378,000 | 318 |
| Managed Assets ($) | $331,255,000 | 243 |
| Personal trust and agency accounts, managed assets | $284,563,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $711,000 | 698 |
| Employee benefit-defined benefit accounts, managed assets | $7,534,000 | 215 |
| Other employee benefit and retirement-related accounts, managed assets | $2,084,000 | 581 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $36,363,000 | 399 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $123,000 | 1,317 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,035 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $123,000 | 693 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $0 | 879 |
| Corporate trust and agency accounts, non-managed assets | $0 | 431 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,750,000 | 642 |
| 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 | $313,103,000 | 326 |
| Managed Assets ($) | $312,992,000 | 249 |
| Personal trust and agency accounts, managed assets | $273,210,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $655,000 | 332 |
| Employee benefit-defined benefit accounts, managed assets | $6,996,000 | 192 |
| Other employee benefit and retirement-related accounts, managed assets | $1,952,000 | 340 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $30,179,000 | 315 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $111,000 | 440 |
| Personal trust and agency accounts, non-managed assets | $0 | 370 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $111,000 | 343 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $0 | 350 |
| Corporate trust and agency accounts, non-managed assets | $0 | 201 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,284,000 | 375 |
| 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 | $306,257,000 | 331 |
| Managed Assets ($) | $305,637,000 | 252 |
| Personal trust and agency accounts, managed assets | $268,288,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $633,000 | 332 |
| Employee benefit-defined benefit accounts, managed assets | $6,807,000 | 194 |
| Other employee benefit and retirement-related accounts, managed assets | $1,436,000 | 345 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $28,473,000 | 318 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $620,000 | 434 |
| Personal trust and agency accounts, non-managed assets | $0 | 377 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $103,000 | 346 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $517,000 | 322 |
| Corporate trust and agency accounts, non-managed assets | $0 | 205 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,611,000 | 376 |
| 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 | $283,693,000 | 339 |
| Managed Assets ($) | $283,605,000 | 261 |
| Personal trust and agency accounts, managed assets | $250,833,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 360 |
| Employee benefit-defined benefit accounts, managed assets | $4,943,000 | 207 |
| Other employee benefit and retirement-related accounts, managed assets | $1,791,000 | 350 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $26,038,000 | 321 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $88,000 | 452 |
| Personal trust and agency accounts, non-managed assets | $0 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $88,000 | 352 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $0 | 354 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,158,000 | 388 |
| 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 | $289,227,000 | 342 |
| Managed Assets ($) | $289,193,000 | 263 |
| Personal trust and agency accounts, managed assets | $254,114,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 832 |
| Employee benefit-defined benefit accounts, managed assets | $4,998,000 | 258 |
| Other employee benefit and retirement-related accounts, managed assets | $1,822,000 | 605 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $28,259,000 | 430 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,000 | 1,412 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,066 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $34,000 | 744 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $0 | 883 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,290,000 | 659 |
| 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 | $317,841,000 | 312 |
| Managed Assets ($) | $313,986,000 | 250 |
| Personal trust and agency accounts, managed assets | $271,689,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 814 |
| Employee benefit-defined benefit accounts, managed assets | $6,082,000 | 235 |
| Other employee benefit and retirement-related accounts, managed assets | $2,054,000 | 545 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $34,161,000 | 365 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,855,000 | 824 |
| Personal trust and agency accounts, non-managed assets | $0 | 992 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,855,000 | 426 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $0 | 833 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,040,000 | 470 |
| 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 |