Home > Bangor Savings Bank > Total Fiduciary and Related Assets
Bangor Savings Bank, Total Fiduciary and Related Assets
| 2025-03-31 | 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 | $4,015,206,000 | 132 |
| Managed Assets ($) | $2,198,644,000 | 141 |
| Personal trust and agency accounts, managed assets | $196,894,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 279 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $455,891,000 | 79 |
| Corporate trust and agency accounts, managed assets | $232,984,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $964,714,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | $348,161,000 | 79 |
| Other fiduciary accounts, managed assets | $0 | 107 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $455,891,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,816,562,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $43,807,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,919,000 | 162 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,187,000 | 83 |
| Other retirement accounts, non-managed assets | $141,138,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $0 | 117 |
| Investment management and advisory agency accounts, non-managed assets | $1,582,186,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,325,000 | 78 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $191,502,000 | 185 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $141,138,000 | 45 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,548,007,000 | 140 |
| Managed Assets ($) | $2,233,199,000 | 141 |
| Personal trust and agency accounts, managed assets | $202,525,000 | 280 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 394 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 264 |
| Other employee benefit and retirement-related accounts, managed assets | $456,027,000 | 78 |
| Corporate trust and agency accounts, managed assets | $228,878,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $956,812,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | $388,957,000 | 77 |
| Other fiduciary accounts, managed assets | $0 | 237 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $456,027,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Non-managed Assets ($) | $1,314,808,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $43,934,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $152,000 | 357 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,047,000 | 86 |
| Other retirement accounts, non-managed assets | $137,204,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $0 | 219 |
| Investment management and advisory agency accounts, non-managed assets | $1,113,495,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,976,000 | 101 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $186,993,000 | 204 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $137,204,000 | 46 |
| 2024-09-30 | 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 | $3,486,995,000 | 141 |
| Managed Assets ($) | $2,063,120,000 | 145 |
| Personal trust and agency accounts, managed assets | $196,567,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 277 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 215 |
| Other employee benefit and retirement-related accounts, managed assets | $457,600,000 | 78 |
| Corporate trust and agency accounts, managed assets | $220,455,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $942,342,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | $246,156,000 | 95 |
| 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 | $457,600,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,423,875,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $43,836,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $190,835,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,255,000 | 84 |
| Other retirement accounts, non-managed assets | $139,331,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $0 | 111 |
| Investment management and advisory agency accounts, non-managed assets | $1,023,721,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,897,000 | 78 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $325,303,000 | 161 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $139,331,000 | 40 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,433,804,000 | 140 |
| Managed Assets ($) | $2,009,561,000 | 143 |
| Personal trust and agency accounts, managed assets | $186,278,000 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 324 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
| Other employee benefit and retirement-related accounts, managed assets | $431,443,000 | 80 |
| Corporate trust and agency accounts, managed assets | $241,887,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $898,836,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | $251,117,000 | 93 |
| Other fiduciary accounts, managed assets | $0 | 154 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $431,443,000 | 72 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,424,243,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $43,113,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $186,371,000 | 110 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,636,000 | 86 |
| Other retirement accounts, non-managed assets | $130,805,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $1,038,738,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,580,000 | 81 |
| Other fiduciary accounts, non-managed assets | $0 | 123 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $321,418,000 | 155 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $130,805,000 | 44 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,423,286,000 | 139 |
| Managed Assets ($) | $1,970,444,000 | 148 |
| Personal trust and agency accounts, managed assets | $192,711,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 286 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 217 |
| Other employee benefit and retirement-related accounts, managed assets | $427,367,000 | 80 |
| Corporate trust and agency accounts, managed assets | $240,015,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $895,285,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | $215,066,000 | 97 |
| 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 | $427,367,000 | 72 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,452,842,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $42,983,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $187,955,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,132,000 | 85 |
| Other retirement accounts, non-managed assets | $129,762,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $0 | 111 |
| Investment management and advisory agency accounts, non-managed assets | $1,066,020,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,990,000 | 88 |
| Other fiduciary accounts, non-managed assets | $0 | 92 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $348,077,000 | 151 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $127,762,000 | 41 |
| 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 | $3,343,419,000 | 134 |
| Managed Assets ($) | $1,864,545,000 | 145 |
| Personal trust and agency accounts, managed assets | $188,041,000 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 407 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 271 |
| Other employee benefit and retirement-related accounts, managed assets | $410,683,000 | 75 |
| Corporate trust and agency accounts, managed assets | $242,994,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $820,113,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | $202,714,000 | 94 |
| 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 | $410,683,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $1,478,874,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $42,478,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $174,975,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,210,000 | 87 |
| Other retirement accounts, non-managed assets | $129,592,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $1,106,042,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,577,000 | 89 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $364,253,000 | 152 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $129,592,000 | 47 |
| 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 | $3,116,367,000 | 136 |
| Managed Assets ($) | $1,705,030,000 | 147 |
| Personal trust and agency accounts, managed assets | $174,561,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 280 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 208 |
| Other employee benefit and retirement-related accounts, managed assets | $380,735,000 | 74 |
| Corporate trust and agency accounts, managed assets | $232,703,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $778,182,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | $138,849,000 | 110 |
| 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 | $380,735,000 | 70 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,411,337,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $14,230,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $159,110,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,069,000 | 82 |
| Other retirement accounts, non-managed assets | $124,613,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $1,089,318,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,997,000 | 87 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $354,828,000 | 141 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $124,613,000 | 42 |
| 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 | $3,201,854,000 | 133 |
| Managed Assets ($) | $1,722,034,000 | 142 |
| Personal trust and agency accounts, managed assets | $178,836,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 326 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $387,719,000 | 72 |
| Corporate trust and agency accounts, managed assets | $244,154,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $769,828,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | $141,497,000 | 110 |
| 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 | $387,719,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,479,820,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $14,404,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $166,489,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,245,000 | 85 |
| Other retirement accounts, non-managed assets | $119,867,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $1,153,308,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,507,000 | 85 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $350,045,000 | 151 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $119,867,000 | 46 |
| 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 | $3,538,061,000 | 133 |
| Managed Assets ($) | $2,607,397,000 | 115 |
| Personal trust and agency accounts, managed assets | $207,952,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 244 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 170 |
| Other employee benefit and retirement-related accounts, managed assets | $378,934,000 | 77 |
| Corporate trust and agency accounts, managed assets | $238,417,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $1,637,148,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $144,946,000 | 110 |
| 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 | $378,934,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $930,664,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $14,195,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $158,861,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,316,000 | 85 |
| Other retirement accounts, non-managed assets | $120,281,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $620,645,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $366,000 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $393,824,000 | 144 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $120,281,000 | 45 |
| 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 | $3,931,856,000 | 128 |
| Managed Assets ($) | $3,638,864,000 | 95 |
| Personal trust and agency accounts, managed assets | $215,140,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 385 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 236 |
| Other employee benefit and retirement-related accounts, managed assets | $363,116,000 | 79 |
| Corporate trust and agency accounts, managed assets | $245,270,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $2,686,102,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $129,236,000 | 116 |
| 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 | $363,116,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $292,992,000 | 183 |
| Personal trust and agency accounts, non-managed assets | $14,163,000 | 256 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $147,906,000 | 110 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,471,000 | 89 |
| Other retirement accounts, non-managed assets | $114,029,000 | 56 |
| 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 | $423,000 | 173 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $376,918,000 | 161 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $114,029,000 | 53 |
| 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 | $3,882,539,000 | 120 |
| Managed Assets ($) | $3,602,773,000 | 91 |
| Personal trust and agency accounts, managed assets | $285,635,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 260 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 180 |
| Other employee benefit and retirement-related accounts, managed assets | $334,265,000 | 80 |
| Corporate trust and agency accounts, managed assets | $241,672,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $2,641,691,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $99,510,000 | 131 |
| 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 | $334,265,000 | 72 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $279,766,000 | 185 |
| Personal trust and agency accounts, non-managed assets | $14,056,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $138,913,000 | 111 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,228,000 | 85 |
| Other retirement accounts, non-managed assets | $110,515,000 | 59 |
| 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 | $54,000 | 141 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $371,625,000 | 147 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $110,515,000 | 48 |
| 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 | $4,203,566,000 | 97 |
| Managed Assets ($) | $3,922,564,000 | 73 |
| Personal trust and agency accounts, managed assets | $299,654,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 284 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $343,540,000 | 74 |
| Corporate trust and agency accounts, managed assets | $383,212,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $2,802,123,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $94,035,000 | 121 |
| 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 | $343,540,000 | 70 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $281,002,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $13,440,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $145,657,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,232,000 | 77 |
| Other retirement accounts, non-managed assets | $103,644,000 | 53 |
| 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 | $29,000 | 147 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $355,939,000 | 138 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 371 |
| 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 | $4,348,365,000 | 99 |
| Managed Assets ($) | $4,052,624,000 | 76 |
| Personal trust and agency accounts, managed assets | $334,820,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $130,000 | 245 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $372,909,000 | 77 |
| Corporate trust and agency accounts, managed assets | $251,247,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $2,990,148,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $103,370,000 | 122 |
| 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 | $372,909,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $295,741,000 | 156 |
| Personal trust and agency accounts, non-managed assets | $12,658,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $167,676,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,817,000 | 76 |
| Other retirement accounts, non-managed assets | $93,561,000 | 60 |
| 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 | $29,000 | 127 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $345,973,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $93,561,000 | 51 |
| 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 | $4,428,710,000 | 101 |
| Managed Assets ($) | $4,116,822,000 | 74 |
| Personal trust and agency accounts, managed assets | $342,306,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $137,000 | 376 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 237 |
| Other employee benefit and retirement-related accounts, managed assets | $381,417,000 | 76 |
| Corporate trust and agency accounts, managed assets | $259,085,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $3,026,522,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $107,355,000 | 124 |
| 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 | $381,417,000 | 70 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $311,888,000 | 165 |
| Personal trust and agency accounts, non-managed assets | $12,678,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $179,559,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,789,000 | 83 |
| Other retirement accounts, non-managed assets | $95,833,000 | 57 |
| 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 | $29,000 | 171 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $409,710,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $95,833,000 | 57 |
| 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 | $4,316,507,000 | 103 |
| Managed Assets ($) | $4,001,886,000 | 74 |
| Personal trust and agency accounts, managed assets | $370,581,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $105,000 | 247 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $360,043,000 | 76 |
| Corporate trust and agency accounts, managed assets | $255,909,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $2,911,536,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $103,712,000 | 121 |
| 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 | $360,043,000 | 72 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $314,621,000 | 156 |
| Personal trust and agency accounts, non-managed assets | $12,159,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $181,273,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,941,000 | 79 |
| Other retirement accounts, non-managed assets | $96,219,000 | 60 |
| 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 | $29,000 | 122 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $481,614,000 | 115 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $96,219,000 | 48 |
| 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 | $4,044,732,000 | 108 |
| Managed Assets ($) | $3,729,526,000 | 81 |
| Personal trust and agency accounts, managed assets | $410,717,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $105,000 | 289 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $342,557,000 | 84 |
| Corporate trust and agency accounts, managed assets | $285,727,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $2,577,901,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $112,519,000 | 121 |
| 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 | $342,557,000 | 77 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $315,206,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $12,048,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $181,973,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,925,000 | 83 |
| Other retirement accounts, non-managed assets | $96,231,000 | 59 |
| 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 | $29,000 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $448,631,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $96,231,000 | 54 |
| 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 | $3,570,612,000 | 113 |
| Managed Assets ($) | $3,266,748,000 | 89 |
| Personal trust and agency accounts, managed assets | $268,265,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,000 | 255 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $321,014,000 | 82 |
| Corporate trust and agency accounts, managed assets | $283,423,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $2,290,230,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $103,739,000 | 120 |
| 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 | $321,014,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $303,864,000 | 155 |
| Personal trust and agency accounts, non-managed assets | $11,794,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $170,751,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,031,000 | 78 |
| Other retirement accounts, non-managed assets | $95,553,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $1,685,000 | 150 |
| Foundation and endowment trust and agency accounts, non-managed assets | $50,000 | 116 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $608,876,000 | 107 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $95,553,000 | 52 |
| 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 | $3,394,749,000 | 115 |
| Managed Assets ($) | $3,103,483,000 | 89 |
| Personal trust and agency accounts, managed assets | $246,423,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,000 | 393 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 245 |
| Other employee benefit and retirement-related accounts, managed assets | $306,074,000 | 84 |
| Corporate trust and agency accounts, managed assets | $295,923,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $2,156,870,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $98,116,000 | 123 |
| 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 | $306,074,000 | 78 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $291,266,000 | 165 |
| Personal trust and agency accounts, non-managed assets | $11,860,000 | 242 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $158,629,000 | 111 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,729,000 | 85 |
| Other retirement accounts, non-managed assets | $93,598,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $2,374,000 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $76,000 | 172 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $579,862,000 | 113 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $93,598,000 | 58 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,640,866,000 | 123 |
| Managed Assets ($) | $2,364,551,000 | 100 |
| Personal trust and agency accounts, managed assets | $230,165,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,000 | 254 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $272,845,000 | 89 |
| Corporate trust and agency accounts, managed assets | $160,395,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $1,606,002,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $95,094,000 | 116 |
| 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 | $272,845,000 | 84 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $276,315,000 | 155 |
| Personal trust and agency accounts, non-managed assets | $9,169,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $141,529,000 | 109 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,256,000 | 78 |
| Other retirement accounts, non-managed assets | $99,490,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $1,788,000 | 150 |
| Foundation and endowment trust and agency accounts, non-managed assets | $83,000 | 120 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $557,134,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $99,490,000 | 48 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,614,897,000 | 119 |
| Managed Assets ($) | $2,347,328,000 | 100 |
| Personal trust and agency accounts, managed assets | $193,904,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,000 | 289 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $259,217,000 | 88 |
| Corporate trust and agency accounts, managed assets | $201,962,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $1,605,536,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | $86,685,000 | 122 |
| 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 | $259,217,000 | 81 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $267,569,000 | 160 |
| Personal trust and agency accounts, non-managed assets | $9,080,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $133,088,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,800,000 | 82 |
| Other retirement accounts, non-managed assets | $99,672,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $1,842,000 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $87,000 | 130 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $657,463,000 | 100 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $99,672,000 | 48 |
| 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 | $2,499,654,000 | 116 |
| Managed Assets ($) | $2,254,090,000 | 96 |
| Personal trust and agency accounts, managed assets | $187,651,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,000 | 255 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 179 |
| Other employee benefit and retirement-related accounts, managed assets | $93,651,000 | 162 |
| Corporate trust and agency accounts, managed assets | $220,813,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $1,606,367,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | $81,717,000 | 116 |
| Other fiduciary accounts, managed assets | $63,869,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $93,651,000 | 154 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $245,564,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $8,943,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $113,870,000 | 109 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,773,000 | 80 |
| Other retirement accounts, non-managed assets | $573,000 | 274 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $1,733,000 | 144 |
| Foundation and endowment trust and agency accounts, non-managed assets | $84,000 | 124 |
| Other fiduciary accounts, non-managed assets | $98,588,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $681,034,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $573,000 | 292 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,614,700,000 | 119 |
| Managed Assets ($) | $2,344,509,000 | 102 |
| Personal trust and agency accounts, managed assets | $206,070,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,000 | 404 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $113,132,000 | 164 |
| Corporate trust and agency accounts, managed assets | $242,692,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $1,624,457,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | $95,359,000 | 117 |
| Other fiduciary accounts, managed assets | $62,773,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $113,132,000 | 157 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $270,191,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $9,227,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $134,886,000 | 110 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,172,000 | 82 |
| Other retirement accounts, non-managed assets | $593,000 | 538 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $2,121,000 | 223 |
| Foundation and endowment trust and agency accounts, non-managed assets | $166,000 | 168 |
| Other fiduciary accounts, non-managed assets | $99,026,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $742,213,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $593,000 | 603 |
| 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 | $2,530,658,000 | 120 |
| Managed Assets ($) | $2,264,739,000 | 104 |
| Personal trust and agency accounts, managed assets | $192,629,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 259 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $111,135,000 | 158 |
| Corporate trust and agency accounts, managed assets | $251,453,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $1,556,178,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $91,547,000 | 114 |
| Other fiduciary accounts, managed assets | $61,797,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $111,135,000 | 151 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $265,919,000 | 155 |
| Personal trust and agency accounts, non-managed assets | $9,238,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $128,347,000 | 109 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,178,000 | 80 |
| Other retirement accounts, non-managed assets | $570,000 | 282 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $1,684,000 | 147 |
| Foundation and endowment trust and agency accounts, non-managed assets | $137,000 | 122 |
| Other fiduciary accounts, non-managed assets | $98,765,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $737,990,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $570,000 | 300 |
| 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 | $2,533,908,000 | 121 |
| Managed Assets ($) | $2,269,782,000 | 101 |
| Personal trust and agency accounts, managed assets | $196,562,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 283 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 196 |
| Other employee benefit and retirement-related accounts, managed assets | $102,790,000 | 168 |
| Corporate trust and agency accounts, managed assets | $325,915,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $1,492,901,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | $91,701,000 | 112 |
| Other fiduciary accounts, managed assets | $59,913,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $102,790,000 | 161 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $264,126,000 | 153 |
| Personal trust and agency accounts, non-managed assets | $9,187,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $128,907,000 | 111 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,819,000 | 83 |
| Other retirement accounts, non-managed assets | $565,000 | 309 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $1,661,000 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $82,000 | 133 |
| Other fiduciary accounts, non-managed assets | $97,905,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $727,154,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $565,000 | 332 |
| 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 | $2,461,720,000 | 122 |
| Managed Assets ($) | $2,218,309,000 | 102 |
| Personal trust and agency accounts, managed assets | $190,309,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 282 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $100,659,000 | 167 |
| Corporate trust and agency accounts, managed assets | $329,826,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $1,451,740,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | $85,495,000 | 111 |
| Other fiduciary accounts, managed assets | $60,280,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $100,659,000 | 162 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $243,411,000 | 160 |
| Personal trust and agency accounts, non-managed assets | $8,884,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $125,419,000 | 115 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,529,000 | 86 |
| Other retirement accounts, non-managed assets | $554,000 | 310 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $1,603,000 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $72,000 | 135 |
| Other fiduciary accounts, non-managed assets | $81,350,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $725,879,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $554,000 | 334 |
| 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 | $2,360,740,000 | 118 |
| Managed Assets ($) | $2,131,729,000 | 99 |
| Personal trust and agency accounts, managed assets | $191,368,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 422 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 267 |
| Other employee benefit and retirement-related accounts, managed assets | $91,001,000 | 169 |
| Corporate trust and agency accounts, managed assets | $340,354,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $1,432,407,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $14,221,000 | 266 |
| Other fiduciary accounts, managed assets | $62,378,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $91,001,000 | 162 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $229,011,000 | 164 |
| Personal trust and agency accounts, non-managed assets | $8,723,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $113,457,000 | 116 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,735,000 | 88 |
| Other retirement accounts, non-managed assets | $527,000 | 550 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $1,442,000 | 238 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
| Other fiduciary accounts, non-managed assets | $80,127,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $697,249,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $527,000 | 614 |
| 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 | $2,405,224,000 | 121 |
| Managed Assets ($) | $2,162,739,000 | 100 |
| Personal trust and agency accounts, managed assets | $208,699,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 287 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 200 |
| Other employee benefit and retirement-related accounts, managed assets | $101,101,000 | 166 |
| Corporate trust and agency accounts, managed assets | $331,109,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $1,444,968,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | $15,949,000 | 230 |
| Other fiduciary accounts, managed assets | $60,913,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $101,101,000 | 160 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $242,485,000 | 166 |
| Personal trust and agency accounts, non-managed assets | $9,422,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $125,084,000 | 118 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,193,000 | 88 |
| Other retirement accounts, non-managed assets | $565,000 | 306 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $1,647,000 | 169 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $78,574,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $614,730,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $565,000 | 332 |
| 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 | $2,351,950,000 | 119 |
| Managed Assets ($) | $2,099,633,000 | 102 |
| Personal trust and agency accounts, managed assets | $203,455,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 290 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $98,859,000 | 166 |
| Corporate trust and agency accounts, managed assets | $352,581,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $1,369,397,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | $15,652,000 | 232 |
| Other fiduciary accounts, managed assets | $59,689,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $98,859,000 | 158 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $252,317,000 | 165 |
| Personal trust and agency accounts, non-managed assets | $9,407,000 | 199 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $132,121,000 | 115 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,892,000 | 90 |
| Other retirement accounts, non-managed assets | $553,000 | 305 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $1,532,000 | 169 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $81,812,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $606,951,000 | 105 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $553,000 | 332 |
| 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 | $2,250,437,000 | 124 |
| Managed Assets ($) | $1,997,894,000 | 105 |
| Personal trust and agency accounts, managed assets | $205,284,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 292 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 204 |
| Other employee benefit and retirement-related accounts, managed assets | $98,190,000 | 165 |
| Corporate trust and agency accounts, managed assets | $347,998,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $1,268,734,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $15,634,000 | 232 |
| Other fiduciary accounts, managed assets | $62,054,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $98,190,000 | 157 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $252,543,000 | 169 |
| Personal trust and agency accounts, non-managed assets | $9,892,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $134,609,000 | 116 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,389,000 | 90 |
| Other retirement accounts, non-managed assets | $568,000 | 308 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $1,493,000 | 170 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $78,592,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $621,622,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $568,000 | 335 |
| 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 | $2,099,604,000 | 128 |
| Managed Assets ($) | $1,842,708,000 | 108 |
| Personal trust and agency accounts, managed assets | $198,660,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,433,000 | 368 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 275 |
| Other employee benefit and retirement-related accounts, managed assets | $98,914,000 | 165 |
| Corporate trust and agency accounts, managed assets | $179,189,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $1,285,023,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $14,856,000 | 269 |
| Other fiduciary accounts, managed assets | $64,633,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $98,850,000 | 158 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $256,896,000 | 166 |
| Personal trust and agency accounts, non-managed assets | $11,803,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $133,935,000 | 116 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,691,000 | 93 |
| Other retirement accounts, non-managed assets | $569,000 | 562 |
| 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 | $82,898,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $592,550,000 | 110 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $569,000 | 621 |
| 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 | $2,087,330,000 | 128 |
| Managed Assets ($) | $1,835,852,000 | 108 |
| Personal trust and agency accounts, managed assets | $194,488,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,413,000 | 267 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 206 |
| Other employee benefit and retirement-related accounts, managed assets | $95,519,000 | 166 |
| Corporate trust and agency accounts, managed assets | $174,987,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $1,290,940,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $14,617,000 | 229 |
| Other fiduciary accounts, managed assets | $63,888,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $95,462,000 | 157 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $251,478,000 | 169 |
| Personal trust and agency accounts, non-managed assets | $12,086,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $131,448,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,740,000 | 88 |
| Other retirement accounts, non-managed assets | $1,194,000 | 280 |
| Corporate trust and agency accounts, non-managed assets | $4,000 | 118 |
| 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 | $79,006,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $560,624,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,194,000 | 314 |
| 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 | $2,175,312,000 | 120 |
| Managed Assets ($) | $1,930,364,000 | 103 |
| Personal trust and agency accounts, managed assets | $191,288,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,370,000 | 269 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $90,466,000 | 167 |
| Corporate trust and agency accounts, managed assets | $237,548,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $1,331,771,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $14,133,000 | 229 |
| Other fiduciary accounts, managed assets | $63,788,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $90,416,000 | 157 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $244,948,000 | 168 |
| Personal trust and agency accounts, non-managed assets | $11,838,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $126,377,000 | 116 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,796,000 | 89 |
| Other retirement accounts, non-managed assets | $1,171,000 | 286 |
| Corporate trust and agency accounts, non-managed assets | $4,000 | 116 |
| 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 | $78,762,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $541,816,000 | 105 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,171,000 | 314 |
| 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 | $2,150,530,000 | 120 |
| Managed Assets ($) | $1,910,803,000 | 102 |
| Personal trust and agency accounts, managed assets | $186,927,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,340,000 | 272 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 207 |
| Other employee benefit and retirement-related accounts, managed assets | $90,219,000 | 163 |
| Corporate trust and agency accounts, managed assets | $226,208,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $1,327,247,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | $14,015,000 | 233 |
| Other fiduciary accounts, managed assets | $64,847,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $90,174,000 | 153 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $239,727,000 | 164 |
| Personal trust and agency accounts, non-managed assets | $11,966,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $122,515,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,066,000 | 89 |
| Other retirement accounts, non-managed assets | $1,155,000 | 288 |
| Corporate trust and agency accounts, non-managed assets | $16,000 | 112 |
| 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 | $78,009,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $544,888,000 | 101 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,155,000 | 317 |
| 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 | $2,117,202,000 | 121 |
| Managed Assets ($) | $1,883,276,000 | 102 |
| Personal trust and agency accounts, managed assets | $181,513,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,297,000 | 383 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 280 |
| Other employee benefit and retirement-related accounts, managed assets | $88,070,000 | 162 |
| Corporate trust and agency accounts, managed assets | $230,070,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $1,302,934,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $13,545,000 | 266 |
| Other fiduciary accounts, managed assets | $65,847,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $88,032,000 | 150 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $233,926,000 | 160 |
| Personal trust and agency accounts, non-managed assets | $13,903,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $115,572,000 | 113 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,510,000 | 92 |
| Other retirement accounts, non-managed assets | $1,126,000 | 533 |
| Corporate trust and agency accounts, non-managed assets | $122,000 | 186 |
| 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 | $77,693,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $522,034,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,126,000 | 590 |
| 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 | $2,104,095,000 | 122 |
| Managed Assets ($) | $1,868,599,000 | 101 |
| Personal trust and agency accounts, managed assets | $178,768,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,294,000 | 275 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
| Other employee benefit and retirement-related accounts, managed assets | $86,186,000 | 164 |
| Corporate trust and agency accounts, managed assets | $220,670,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $1,302,819,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $13,615,000 | 227 |
| Other fiduciary accounts, managed assets | $65,247,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $86,153,000 | 150 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $235,496,000 | 160 |
| Personal trust and agency accounts, non-managed assets | $14,893,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $113,963,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,035,000 | 88 |
| Other retirement accounts, non-managed assets | $1,152,000 | 296 |
| Corporate trust and agency accounts, non-managed assets | $128,000 | 111 |
| 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 | $78,325,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $522,762,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,152,000 | 321 |
| 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 | $2,008,032,000 | 123 |
| Managed Assets ($) | $1,768,066,000 | 103 |
| Personal trust and agency accounts, managed assets | $174,926,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,262,000 | 276 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $83,510,000 | 163 |
| Corporate trust and agency accounts, managed assets | $241,832,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $1,189,652,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $13,262,000 | 227 |
| Other fiduciary accounts, managed assets | $63,622,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $83,482,000 | 153 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $239,966,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $15,212,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $109,949,000 | 115 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,891,000 | 90 |
| Other retirement accounts, non-managed assets | $9,971,000 | 182 |
| Corporate trust and agency accounts, non-managed assets | $127,000 | 112 |
| 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 | $78,816,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $654,925,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,971,000 | 200 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,979,298,000 | 124 |
| Managed Assets ($) | $1,740,420,000 | 102 |
| Personal trust and agency accounts, managed assets | $173,426,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,242,000 | 277 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $81,100,000 | 163 |
| Corporate trust and agency accounts, managed assets | $234,498,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $1,171,878,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $13,170,000 | 225 |
| Other fiduciary accounts, managed assets | $65,106,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $81,077,000 | 152 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $238,878,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $15,227,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $111,002,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,603,000 | 90 |
| Other retirement accounts, non-managed assets | $9,837,000 | 182 |
| Corporate trust and agency accounts, non-managed assets | $140,000 | 117 |
| 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 | $78,069,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $650,652,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,837,000 | 200 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,956,582,000 | 124 |
| Managed Assets ($) | $1,717,967,000 | 102 |
| Personal trust and agency accounts, managed assets | $170,728,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,228,000 | 395 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 298 |
| Other employee benefit and retirement-related accounts, managed assets | $79,026,000 | 165 |
| Corporate trust and agency accounts, managed assets | $237,161,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $1,150,778,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $12,982,000 | 269 |
| Other fiduciary accounts, managed assets | $66,064,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $79,009,000 | 152 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $238,615,000 | 156 |
| Personal trust and agency accounts, non-managed assets | $15,348,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $110,510,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,528,000 | 91 |
| Other retirement accounts, non-managed assets | $9,552,000 | 250 |
| Corporate trust and agency accounts, non-managed assets | $1,146,000 | 137 |
| 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 | $76,531,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $620,332,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,552,000 | 300 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,906,887,000 | 123 |
| Managed Assets ($) | $1,660,261,000 | 100 |
| Personal trust and agency accounts, managed assets | $167,136,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,211,000 | 277 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $78,101,000 | 163 |
| Corporate trust and agency accounts, managed assets | $226,470,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $1,107,866,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $12,922,000 | 230 |
| Other fiduciary accounts, managed assets | $66,555,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $78,101,000 | 150 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $246,626,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $18,356,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $116,132,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,153,000 | 89 |
| Other retirement accounts, non-managed assets | $8,478,000 | 185 |
| Corporate trust and agency accounts, non-managed assets | $408,000 | 107 |
| 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 | $77,099,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $575,608,000 | 98 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,478,000 | 208 |
| 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 | $2,047,690,000 | 121 |
| Managed Assets ($) | $1,792,814,000 | 99 |
| Personal trust and agency accounts, managed assets | $170,758,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,265,000 | 280 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $82,730,000 | 161 |
| Corporate trust and agency accounts, managed assets | $306,203,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $1,153,750,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $13,627,000 | 229 |
| Other fiduciary accounts, managed assets | $64,481,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $82,730,000 | 148 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $254,876,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $19,221,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $122,634,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,554,000 | 91 |
| Other retirement accounts, non-managed assets | $8,882,000 | 181 |
| Corporate trust and agency accounts, non-managed assets | $425,000 | 106 |
| 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 | $76,160,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $592,348,000 | 101 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,882,000 | 207 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,897,426,000 | 127 |
| Managed Assets ($) | $1,643,086,000 | 103 |
| Personal trust and agency accounts, managed assets | $171,863,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,304,000 | 275 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $82,116,000 | 160 |
| Corporate trust and agency accounts, managed assets | $136,590,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $1,168,518,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $13,876,000 | 228 |
| Other fiduciary accounts, managed assets | $68,819,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $82,116,000 | 145 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $254,340,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $19,305,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $120,635,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,914,000 | 89 |
| Other retirement accounts, non-managed assets | $8,624,000 | 192 |
| Corporate trust and agency accounts, non-managed assets | $454,000 | 105 |
| 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 | $76,408,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $590,314,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,624,000 | 217 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,871,928,000 | 127 |
| Managed Assets ($) | $1,612,443,000 | 105 |
| Personal trust and agency accounts, managed assets | $169,687,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,282,000 | 405 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 307 |
| Other employee benefit and retirement-related accounts, managed assets | $80,236,000 | 157 |
| Corporate trust and agency accounts, managed assets | $170,587,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $1,114,577,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $13,567,000 | 262 |
| Other fiduciary accounts, managed assets | $62,507,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $80,236,000 | 142 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $259,485,000 | 156 |
| Personal trust and agency accounts, non-managed assets | $16,325,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $122,898,000 | 109 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,389,000 | 93 |
| Other retirement accounts, non-managed assets | $8,756,000 | 272 |
| Corporate trust and agency accounts, non-managed assets | $168,000 | 188 |
| 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 | $82,949,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $560,232,000 | 105 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,756,000 | 323 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,773,275,000 | 129 |
| Managed Assets ($) | $1,545,848,000 | 105 |
| Personal trust and agency accounts, managed assets | $167,595,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,266,000 | 278 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 224 |
| Other employee benefit and retirement-related accounts, managed assets | $74,895,000 | 169 |
| Corporate trust and agency accounts, managed assets | $162,325,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $1,064,721,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $13,431,000 | 221 |
| Other fiduciary accounts, managed assets | $61,615,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $74,895,000 | 151 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $227,427,000 | 165 |
| Personal trust and agency accounts, non-managed assets | $16,124,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $120,833,000 | 109 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $8,250,000 | 195 |
| Corporate trust and agency accounts, non-managed assets | $85,000 | 121 |
| 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 | $82,135,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $544,894,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,250,000 | 224 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,818,189,000 | 128 |
| Managed Assets ($) | $1,590,799,000 | 104 |
| Personal trust and agency accounts, managed assets | $167,704,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,238,000 | 267 |
| Employee benefit-defined benefit accounts, managed assets | $9,261,000 | 160 |
| Other employee benefit and retirement-related accounts, managed assets | $74,717,000 | 168 |
| Corporate trust and agency accounts, managed assets | $178,605,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $1,083,643,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | $13,867,000 | 220 |
| Other fiduciary accounts, managed assets | $60,764,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $74,717,000 | 148 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $227,390,000 | 163 |
| Personal trust and agency accounts, non-managed assets | $16,017,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $117,668,000 | 113 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $8,087,000 | 200 |
| Corporate trust and agency accounts, non-managed assets | $1,165,000 | 96 |
| 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 | $84,453,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $554,164,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,087,000 | 228 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,786,492,000 | 127 |
| Managed Assets ($) | $1,574,818,000 | 105 |
| Personal trust and agency accounts, managed assets | $168,362,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,202,000 | 271 |
| Employee benefit-defined benefit accounts, managed assets | $9,050,000 | 159 |
| Other employee benefit and retirement-related accounts, managed assets | $71,748,000 | 167 |
| Corporate trust and agency accounts, managed assets | $170,283,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $1,074,822,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $13,592,000 | 218 |
| Other fiduciary accounts, managed assets | $64,759,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $71,748,000 | 147 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $211,674,000 | 170 |
| Personal trust and agency accounts, non-managed assets | $9,937,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $111,518,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 144 |
| Other retirement accounts, non-managed assets | $6,049,000 | 218 |
| 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 | $84,170,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $537,379,000 | 105 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,049,000 | 254 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,807,964,000 | 127 |
| Managed Assets ($) | $1,607,286,000 | 104 |
| Personal trust and agency accounts, managed assets | $164,832,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,190,000 | 393 |
| Employee benefit-defined benefit accounts, managed assets | $8,994,000 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $68,725,000 | 172 |
| Corporate trust and agency accounts, managed assets | $172,135,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $1,112,829,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | $13,443,000 | 250 |
| Other fiduciary accounts, managed assets | $64,138,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $68,725,000 | 153 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $200,678,000 | 174 |
| Personal trust and agency accounts, non-managed assets | $9,869,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $109,169,000 | 121 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 186 |
| Other retirement accounts, non-managed assets | $1,048,000 | 573 |
| 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 | $80,592,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $431,220,000 | 118 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,048,000 | 644 |
| 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 | $1,779,057,000 | 123 |
| Managed Assets ($) | $1,601,969,000 | 98 |
| Personal trust and agency accounts, managed assets | $160,433,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,213,000 | 264 |
| Employee benefit-defined benefit accounts, managed assets | $8,732,000 | 156 |
| Other employee benefit and retirement-related accounts, managed assets | $63,325,000 | 173 |
| Corporate trust and agency accounts, managed assets | $163,202,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $1,128,350,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | $12,884,000 | 212 |
| Other fiduciary accounts, managed assets | $62,830,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $63,325,000 | 152 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $177,088,000 | 178 |
| Personal trust and agency accounts, non-managed assets | $10,451,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $99,920,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $935,000 | 282 |
| 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 | $65,782,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $418,596,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $935,000 | 310 |
| 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 | $1,790,253,000 | 122 |
| Managed Assets ($) | $1,617,851,000 | 95 |
| Personal trust and agency accounts, managed assets | $158,405,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,129,000 | 265 |
| Employee benefit-defined benefit accounts, managed assets | $8,382,000 | 155 |
| Other employee benefit and retirement-related accounts, managed assets | $61,686,000 | 168 |
| Corporate trust and agency accounts, managed assets | $221,081,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $1,096,468,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | $9,509,000 | 223 |
| Other fiduciary accounts, managed assets | $60,191,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $61,686,000 | 149 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $172,402,000 | 183 |
| Personal trust and agency accounts, non-managed assets | $11,036,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $94,707,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $913,000 | 279 |
| 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 | $65,746,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $415,839,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $913,000 | 309 |
| 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 | $1,794,100,000 | 124 |
| Managed Assets ($) | $1,623,929,000 | 96 |
| Personal trust and agency accounts, managed assets | $158,252,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,212,000 | 263 |
| Employee benefit-defined benefit accounts, managed assets | $8,289,000 | 157 |
| Other employee benefit and retirement-related accounts, managed assets | $62,087,000 | 168 |
| Corporate trust and agency accounts, managed assets | $216,159,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $1,104,694,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | $9,669,000 | 224 |
| Other fiduciary accounts, managed assets | $62,567,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $62,087,000 | 145 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $170,171,000 | 182 |
| Personal trust and agency accounts, non-managed assets | $11,337,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $91,528,000 | 122 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $923,000 | 283 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $66,383,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $424,425,000 | 113 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $923,000 | 316 |
| 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 | $1,779,221,000 | 122 |
| Managed Assets ($) | $1,602,130,000 | 94 |
| Personal trust and agency accounts, managed assets | $151,132,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,158,000 | 395 |
| Employee benefit-defined benefit accounts, managed assets | $8,426,000 | 185 |
| Other employee benefit and retirement-related accounts, managed assets | $59,014,000 | 168 |
| Corporate trust and agency accounts, managed assets | $225,009,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $1,084,350,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $9,145,000 | 272 |
| Other fiduciary accounts, managed assets | $62,896,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $59,014,000 | 143 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $177,091,000 | 183 |
| Personal trust and agency accounts, non-managed assets | $11,857,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $85,148,000 | 125 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
| Other retirement accounts, non-managed assets | $868,000 | 600 |
| 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 | $79,218,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $417,000,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $868,000 | 674 |
| 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 | $1,670,046,000 | 124 |
| Managed Assets ($) | $1,490,110,000 | 97 |
| Personal trust and agency accounts, managed assets | $152,035,000 | 214 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,217,000 | 251 |
| Employee benefit-defined benefit accounts, managed assets | $8,464,000 | 156 |
| Other employee benefit and retirement-related accounts, managed assets | $58,656,000 | 167 |
| Corporate trust and agency accounts, managed assets | $221,845,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $975,347,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $9,187,000 | 209 |
| Other fiduciary accounts, managed assets | $62,359,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $58,656,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $179,936,000 | 175 |
| Personal trust and agency accounts, non-managed assets | $18,841,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $79,163,000 | 127 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $865,000 | 272 |
| 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 | $81,067,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $422,659,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $865,000 | 303 |
| 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 | $1,640,269,000 | 125 |
| Managed Assets ($) | $1,463,703,000 | 97 |
| Personal trust and agency accounts, managed assets | $155,348,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,097,000 | 268 |
| Employee benefit-defined benefit accounts, managed assets | $8,218,000 | 157 |
| Other employee benefit and retirement-related accounts, managed assets | $55,149,000 | 168 |
| Corporate trust and agency accounts, managed assets | $240,812,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $932,435,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $9,036,000 | 208 |
| Other fiduciary accounts, managed assets | $61,608,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $55,149,000 | 146 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $176,566,000 | 177 |
| Personal trust and agency accounts, non-managed assets | $18,659,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $75,339,000 | 129 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $840,000 | 275 |
| 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 | $81,728,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $422,064,000 | 109 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $840,000 | 302 |
| 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 | $1,571,295,000 | 128 |
| Managed Assets ($) | $1,406,086,000 | 98 |
| Personal trust and agency accounts, managed assets | $202,963,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,121,000 | 272 |
| Employee benefit-defined benefit accounts, managed assets | $8,474,000 | 158 |
| Other employee benefit and retirement-related accounts, managed assets | $55,469,000 | 167 |
| Corporate trust and agency accounts, managed assets | $236,025,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $891,281,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $9,254,000 | 211 |
| Other fiduciary accounts, managed assets | $1,499,000 | 74 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $55,469,000 | 142 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $165,209,000 | 176 |
| Personal trust and agency accounts, non-managed assets | $97,390,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $66,426,000 | 129 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 149 |
| Other retirement accounts, non-managed assets | $874,000 | 274 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $519,000 | 72 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $416,939,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $874,000 | 306 |
| 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 | $1,334,244,000 | 132 |
| Managed Assets ($) | $1,184,581,000 | 109 |
| Personal trust and agency accounts, managed assets | $200,488,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,044,000 | 459 |
| Employee benefit-defined benefit accounts, managed assets | $7,811,000 | 189 |
| Other employee benefit and retirement-related accounts, managed assets | $52,385,000 | 165 |
| Corporate trust and agency accounts, managed assets | $69,703,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $843,679,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $8,660,000 | 255 |
| Other fiduciary accounts, managed assets | $811,000 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $52,385,000 | 145 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $149,663,000 | 184 |
| Personal trust and agency accounts, non-managed assets | $87,584,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $60,741,000 | 134 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 200 |
| Other retirement accounts, non-managed assets | $817,000 | 612 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $521,000 | 117 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $390,004,000 | 125 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $817,000 | 681 |
| 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 | $1,309,066,000 | 133 |
| Managed Assets ($) | $1,157,052,000 | 109 |
| Personal trust and agency accounts, managed assets | $185,832,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,026,000 | 272 |
| Employee benefit-defined benefit accounts, managed assets | $7,208,000 | 160 |
| Other employee benefit and retirement-related accounts, managed assets | $50,116,000 | 169 |
| Corporate trust and agency accounts, managed assets | $64,528,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $836,159,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $11,442,000 | 187 |
| Other fiduciary accounts, managed assets | $741,000 | 80 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $50,116,000 | 147 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $152,014,000 | 177 |
| Personal trust and agency accounts, non-managed assets | $92,051,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $58,646,000 | 133 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $771,000 | 287 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $546,000 | 73 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $402,251,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $771,000 | 305 |
| 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 | $1,362,109,000 | 138 |
| Managed Assets ($) | $1,206,116,000 | 113 |
| Personal trust and agency accounts, managed assets | $155,621,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,081,000 | 276 |
| Employee benefit-defined benefit accounts, managed assets | $8,222,000 | 160 |
| Other employee benefit and retirement-related accounts, managed assets | $54,647,000 | 169 |
| Corporate trust and agency accounts, managed assets | $80,951,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $895,797,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $9,380,000 | 193 |
| Other fiduciary accounts, managed assets | $417,000 | 90 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $54,647,000 | 145 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $155,993,000 | 177 |
| Personal trust and agency accounts, non-managed assets | $93,730,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $60,846,000 | 137 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $865,000 | 288 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $552,000 | 73 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $405,482,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $865,000 | 308 |
| 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 | $1,356,852,000 | 135 |
| Managed Assets ($) | $1,200,732,000 | 108 |
| Personal trust and agency accounts, managed assets | $154,777,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,071,000 | 281 |
| Employee benefit-defined benefit accounts, managed assets | $8,222,000 | 159 |
| Other employee benefit and retirement-related accounts, managed assets | $52,687,000 | 167 |
| Corporate trust and agency accounts, managed assets | $74,443,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $900,109,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $9,423,000 | 196 |
| 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 | $52,687,000 | 141 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $156,120,000 | 181 |
| Personal trust and agency accounts, non-managed assets | $94,398,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $58,501,000 | 142 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $2,193,000 | 257 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $1,028,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $391,995,000 | 118 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,193,000 | 275 |
| 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 | $1,260,804,000 | 143 |
| Managed Assets ($) | $1,109,029,000 | 111 |
| Personal trust and agency accounts, managed assets | $150,509,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,034,000 | 497 |
| Employee benefit-defined benefit accounts, managed assets | $7,622,000 | 192 |
| Other employee benefit and retirement-related accounts, managed assets | $51,628,000 | 166 |
| Corporate trust and agency accounts, managed assets | $81,308,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $807,404,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $9,063,000 | 254 |
| Other fiduciary accounts, managed assets | $461,000 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $51,628,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $151,775,000 | 187 |
| Personal trust and agency accounts, non-managed assets | $92,717,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $56,583,000 | 148 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
| Other retirement accounts, non-managed assets | $1,931,000 | 515 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $544,000 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $384,605,000 | 129 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,931,000 | 576 |
| 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 | $1,224,619,000 | 143 |
| Managed Assets ($) | $1,075,909,000 | 109 |
| Personal trust and agency accounts, managed assets | $146,147,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $998,000 | 277 |
| Employee benefit-defined benefit accounts, managed assets | $7,022,000 | 165 |
| Other employee benefit and retirement-related accounts, managed assets | $51,606,000 | 156 |
| Corporate trust and agency accounts, managed assets | $78,872,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $782,290,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $8,528,000 | 198 |
| Other fiduciary accounts, managed assets | $446,000 | 83 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $51,606,000 | 128 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $148,710,000 | 186 |
| Personal trust and agency accounts, non-managed assets | $94,433,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $51,760,000 | 144 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
| Other retirement accounts, non-managed assets | $1,987,000 | 251 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $530,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $324,673,000 | 130 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,987,000 | 271 |
| 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 | $1,290,150,000 | 130 |
| Managed Assets ($) | $1,146,817,000 | 100 |
| Personal trust and agency accounts, managed assets | $140,323,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $913,000 | 280 |
| Employee benefit-defined benefit accounts, managed assets | $6,522,000 | 165 |
| Other employee benefit and retirement-related accounts, managed assets | $48,215,000 | 158 |
| Corporate trust and agency accounts, managed assets | $203,339,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $739,134,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $7,944,000 | 197 |
| Other fiduciary accounts, managed assets | $427,000 | 84 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $48,215,000 | 129 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $143,333,000 | 187 |
| Personal trust and agency accounts, non-managed assets | $93,137,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,483,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $1,955,000 | 248 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $758,000 | 70 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $257,719,000 | 145 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,955,000 | 261 |
| 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 | $1,287,455,000 | 137 |
| Managed Assets ($) | $1,142,829,000 | 105 |
| Personal trust and agency accounts, managed assets | $151,970,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $974,000 | 280 |
| Employee benefit-defined benefit accounts, managed assets | $7,156,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $50,164,000 | 160 |
| Corporate trust and agency accounts, managed assets | $194,802,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $728,975,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $8,780,000 | 195 |
| Other fiduciary accounts, managed assets | $8,000 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $50,164,000 | 127 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $144,626,000 | 188 |
| Personal trust and agency accounts, non-managed assets | $91,903,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $49,940,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $1,992,000 | 254 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $791,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $253,852,000 | 147 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,992,000 | 261 |
| 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 | $1,190,656,000 | 141 |
| Managed Assets ($) | $1,048,553,000 | 109 |
| Personal trust and agency accounts, managed assets | $144,885,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $942,000 | 515 |
| Employee benefit-defined benefit accounts, managed assets | $6,532,000 | 204 |
| Other employee benefit and retirement-related accounts, managed assets | $47,988,000 | 161 |
| Corporate trust and agency accounts, managed assets | $200,751,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $639,021,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $8,425,000 | 243 |
| Other fiduciary accounts, managed assets | $9,000 | 237 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $47,988,000 | 129 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $142,103,000 | 200 |
| Personal trust and agency accounts, non-managed assets | $91,912,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $46,839,000 | 157 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
| Other retirement accounts, non-managed assets | $2,004,000 | 511 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $889,000 | 231 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $459,000 | 119 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $287,553,000 | 145 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,004,000 | 565 |
| 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 | $748,905,000 | 182 |
| Managed Assets ($) | $613,022,000 | 158 |
| Personal trust and agency accounts, managed assets | $149,553,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $911,000 | 274 |
| Employee benefit-defined benefit accounts, managed assets | $6,290,000 | 166 |
| Other employee benefit and retirement-related accounts, managed assets | $46,013,000 | 161 |
| Corporate trust and agency accounts, managed assets | $192,348,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $217,882,000 | 153 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $25,000 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $135,883,000 | 192 |
| Personal trust and agency accounts, non-managed assets | $91,750,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $41,711,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $1,980,000 | 247 |
| 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 | $442,000 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $727,544,000 | 98 |
| 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 | $719,448,000 | 179 |
| Managed Assets ($) | $587,653,000 | 158 |
| Personal trust and agency accounts, managed assets | $138,877,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $827,000 | 287 |
| Employee benefit-defined benefit accounts, managed assets | $5,776,000 | 167 |
| Other employee benefit and retirement-related accounts, managed assets | $33,679,000 | 183 |
| Corporate trust and agency accounts, managed assets | $201,429,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $207,042,000 | 155 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $23,000 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $131,795,000 | 189 |
| Personal trust and agency accounts, non-managed assets | $92,104,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,359,000 | 154 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $1,893,000 | 252 |
| 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 | $439,000 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $767,379,000 | 100 |
| 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 | $610,731,000 | 196 |
| Managed Assets ($) | $556,207,000 | 157 |
| Personal trust and agency accounts, managed assets | $131,636,000 | 214 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $813,000 | 285 |
| Employee benefit-defined benefit accounts, managed assets | $4,866,000 | 170 |
| Other employee benefit and retirement-related accounts, managed assets | $30,876,000 | 184 |
| Corporate trust and agency accounts, managed assets | $195,517,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $192,473,000 | 163 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $26,000 | 112 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $54,524,000 | 235 |
| Personal trust and agency accounts, non-managed assets | $20,184,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $32,053,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $1,902,000 | 248 |
| 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 | $385,000 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $444,126,000 | 119 |
| 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 | $594,091,000 | 203 |
| Managed Assets ($) | $537,454,000 | 165 |
| Personal trust and agency accounts, managed assets | $137,617,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $823,000 | 531 |
| Employee benefit-defined benefit accounts, managed assets | $5,236,000 | 217 |
| Other employee benefit and retirement-related accounts, managed assets | $32,348,000 | 189 |
| Corporate trust and agency accounts, managed assets | $158,294,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $203,100,000 | 162 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $36,000 | 247 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $56,637,000 | 292 |
| Personal trust and agency accounts, non-managed assets | $19,971,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $34,258,000 | 175 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $1,974,000 | 512 |
| 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 | $434,000 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $625,657,000 | 106 |
| 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 | $609,375,000 | 211 |
| Managed Assets ($) | $545,747,000 | 169 |
| Personal trust and agency accounts, managed assets | $136,662,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $901,000 | 299 |
| Employee benefit-defined benefit accounts, managed assets | $6,040,000 | 166 |
| Other employee benefit and retirement-related accounts, managed assets | $36,275,000 | 182 |
| Corporate trust and agency accounts, managed assets | $158,168,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $207,657,000 | 170 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $44,000 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $63,628,000 | 251 |
| Personal trust and agency accounts, non-managed assets | $23,043,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,978,000 | 163 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $2,122,000 | 269 |
| 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 | $485,000 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $622,559,000 | 108 |
| 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 | $713,461,000 | 204 |
| Managed Assets ($) | $643,444,000 | 162 |
| Personal trust and agency accounts, managed assets | $141,940,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $896,000 | 306 |
| Employee benefit-defined benefit accounts, managed assets | $6,747,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $37,988,000 | 187 |
| Corporate trust and agency accounts, managed assets | $248,967,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $206,854,000 | 176 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $52,000 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $70,017,000 | 246 |
| Personal trust and agency accounts, non-managed assets | $23,040,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $44,424,000 | 164 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $2,078,000 | 272 |
| 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 | $475,000 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $578,498,000 | 114 |
| 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 | $638,798,000 | 221 |
| Managed Assets ($) | $570,134,000 | 177 |
| Personal trust and agency accounts, managed assets | $134,890,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $929,000 | 309 |
| Employee benefit-defined benefit accounts, managed assets | $6,623,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $38,631,000 | 181 |
| Corporate trust and agency accounts, managed assets | $180,560,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $208,454,000 | 178 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $47,000 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $68,664,000 | 253 |
| Personal trust and agency accounts, non-managed assets | $22,689,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $43,358,000 | 166 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $2,125,000 | 274 |
| 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 | $492,000 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $584,645,000 | 115 |
| 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 | $661,977,000 | 219 |
| Managed Assets ($) | $590,550,000 | 177 |
| Personal trust and agency accounts, managed assets | $139,518,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $967,000 | 569 |
| Employee benefit-defined benefit accounts, managed assets | $7,121,000 | 206 |
| Other employee benefit and retirement-related accounts, managed assets | $39,713,000 | 180 |
| Corporate trust and agency accounts, managed assets | $186,675,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $216,512,000 | 177 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $44,000 | 253 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $71,427,000 | 294 |
| Personal trust and agency accounts, non-managed assets | $22,545,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $46,244,000 | 176 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $2,132,000 | 535 |
| 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 | $506,000 | 157 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $589,713,000 | 121 |
| 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 | $646,057,000 | 225 |
| Managed Assets ($) | $578,540,000 | 181 |
| Personal trust and agency accounts, managed assets | $132,532,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $990,000 | 302 |
| Employee benefit-defined benefit accounts, managed assets | $7,118,000 | 168 |
| Other employee benefit and retirement-related accounts, managed assets | $38,438,000 | 184 |
| Corporate trust and agency accounts, managed assets | $185,469,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $213,955,000 | 177 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $38,000 | 112 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $67,517,000 | 252 |
| Personal trust and agency accounts, non-managed assets | $18,657,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $46,144,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
| Other retirement accounts, non-managed assets | $2,197,000 | 258 |
| 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 | $519,000 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $524,279,000 | 126 |
| 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 | $618,168,000 | 235 |
| Managed Assets ($) | $551,165,000 | 190 |
| Personal trust and agency accounts, managed assets | $126,848,000 | 250 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $991,000 | 308 |
| Employee benefit-defined benefit accounts, managed assets | $7,801,000 | 169 |
| Other employee benefit and retirement-related accounts, managed assets | $34,378,000 | 196 |
| Corporate trust and agency accounts, managed assets | $176,284,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $204,853,000 | 184 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $10,000 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $67,003,000 | 259 |
| Personal trust and agency accounts, non-managed assets | $18,796,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $45,512,000 | 167 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $2,165,000 | 264 |
| 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 | $530,000 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $527,306,000 | 130 |
| 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 | $575,697,000 | 240 |
| Managed Assets ($) | $510,111,000 | 198 |
| Personal trust and agency accounts, managed assets | $119,479,000 | 253 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,483,000 | 300 |
| Employee benefit-defined benefit accounts, managed assets | $7,283,000 | 173 |
| Other employee benefit and retirement-related accounts, managed assets | $33,324,000 | 188 |
| Corporate trust and agency accounts, managed assets | $170,345,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $177,709,000 | 192 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $488,000 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $65,586,000 | 260 |
| Personal trust and agency accounts, non-managed assets | $20,662,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $42,284,000 | 168 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $2,119,000 | 271 |
| 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 | $521,000 | 90 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $485,121,000 | 134 |
| 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 | $565,253,000 | 243 |
| Managed Assets ($) | $501,764,000 | 200 |
| Personal trust and agency accounts, managed assets | $118,280,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,473,000 | 566 |
| Employee benefit-defined benefit accounts, managed assets | $7,142,000 | 217 |
| Other employee benefit and retirement-related accounts, managed assets | $32,824,000 | 190 |
| Corporate trust and agency accounts, managed assets | $179,883,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $161,676,000 | 204 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $486,000 | 170 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $63,489,000 | 313 |
| Personal trust and agency accounts, non-managed assets | $22,080,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $38,693,000 | 196 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $2,123,000 | 528 |
| 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 | $593,000 | 148 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $472,036,000 | 141 |
| 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 | $556,088,000 | 245 |
| Managed Assets ($) | $492,278,000 | 203 |
| Personal trust and agency accounts, managed assets | $113,734,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,434,000 | 293 |
| Employee benefit-defined benefit accounts, managed assets | $6,863,000 | 175 |
| Other employee benefit and retirement-related accounts, managed assets | $32,991,000 | 187 |
| Corporate trust and agency accounts, managed assets | $176,656,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $155,170,000 | 205 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,430,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $63,810,000 | 265 |
| Personal trust and agency accounts, non-managed assets | $59,474,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $626,000 | 307 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $2,141,000 | 264 |
| 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 | $1,569,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $181,954,000 | 190 |
| 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 | $374,680,000 | 303 |
| Managed Assets ($) | $300,348,000 | 271 |
| Personal trust and agency accounts, managed assets | $113,782,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,361,000 | 300 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 248 |
| Other employee benefit and retirement-related accounts, managed assets | $32,356,000 | 193 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $152,443,000 | 209 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $406,000 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $74,332,000 | 257 |
| Personal trust and agency accounts, non-managed assets | $58,461,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $590,000 | 309 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,740,000 | 150 |
| Other retirement accounts, non-managed assets | $2,149,000 | 268 |
| 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 | $6,392,000 | 79 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $184,042,000 | 188 |
| 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 | $349,489,000 | 312 |
| Managed Assets ($) | $287,136,000 | 276 |
| Personal trust and agency accounts, managed assets | $114,149,000 | 265 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,395,000 | 304 |
| Employee benefit-defined benefit accounts, managed assets | $6,773,000 | 182 |
| Other employee benefit and retirement-related accounts, managed assets | $33,201,000 | 188 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $131,618,000 | 219 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $62,353,000 | 276 |
| Personal trust and agency accounts, non-managed assets | $57,238,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,292,000 | 288 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $2,276,000 | 267 |
| 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 | $547,000 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $189,990,000 | 189 |
| 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 | $343,472,000 | 313 |
| Managed Assets ($) | $285,822,000 | 276 |
| Personal trust and agency accounts, managed assets | $110,467,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,335,000 | 606 |
| Employee benefit-defined benefit accounts, managed assets | $6,354,000 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $31,960,000 | 189 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $135,706,000 | 219 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $57,650,000 | 327 |
| Personal trust and agency accounts, non-managed assets | $54,758,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $574,000 | 621 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $2,318,000 | 528 |
| 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 | $369,774,000 | 148 |
| 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 | $336,671,000 | 307 |
| Managed Assets ($) | $281,340,000 | 271 |
| Personal trust and agency accounts, managed assets | $109,666,000 | 256 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,663,000 | 252 |
| Employee benefit-defined benefit accounts, managed assets | $1,242,000 | 226 |
| Other employee benefit and retirement-related accounts, managed assets | $31,456,000 | 184 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $132,313,000 | 215 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $55,331,000 | 276 |
| Personal trust and agency accounts, non-managed assets | $52,137,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $399,000 | 321 |
| Employee benefit-defined benefit accounts, non-managed Assets | $125,000 | 180 |
| Other retirement accounts, non-managed assets | $2,670,000 | 258 |
| 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 | $182,791,000 | 182 |
| 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 | $322,431,000 | 312 |
| Managed Assets ($) | $267,145,000 | 277 |
| Personal trust and agency accounts, managed assets | $108,029,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $459,000 | 330 |
| Employee benefit-defined benefit accounts, managed assets | $8,781,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $30,335,000 | 183 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $119,541,000 | 226 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $55,286,000 | 277 |
| Personal trust and agency accounts, non-managed assets | $50,296,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,262,000 | 300 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $2,728,000 | 264 |
| 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 | $170,994,000 | 187 |
| 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 | $349,579,000 | 301 |
| Managed Assets ($) | $294,904,000 | 259 |
| Personal trust and agency accounts, managed assets | $102,439,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $422,000 | 332 |
| Employee benefit-defined benefit accounts, managed assets | $8,573,000 | 175 |
| Other employee benefit and retirement-related accounts, managed assets | $29,385,000 | 185 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $154,085,000 | 195 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $54,675,000 | 278 |
| Personal trust and agency accounts, non-managed assets | $49,735,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,205,000 | 301 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $2,735,000 | 262 |
| 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 | $137,112,000 | 208 |
| 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 | $305,866,000 | 328 |
| Managed Assets ($) | $251,136,000 | 285 |
| Personal trust and agency accounts, managed assets | $107,211,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $409,000 | 702 |
| Employee benefit-defined benefit accounts, managed assets | $8,563,000 | 202 |
| Other employee benefit and retirement-related accounts, managed assets | $29,601,000 | 191 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $105,352,000 | 247 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $54,730,000 | 328 |
| Personal trust and agency accounts, non-managed assets | $49,868,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,130,000 | 515 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $2,732,000 | 491 |
| 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 | $182,773,000 | 200 |
| 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 | $307,918,000 | 312 |
| Managed Assets ($) | $236,974,000 | 284 |
| Personal trust and agency accounts, managed assets | $101,113,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $365,000 | 325 |
| Employee benefit-defined benefit accounts, managed assets | $7,981,000 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $28,733,000 | 182 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $98,782,000 | 238 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $70,944,000 | 259 |
| Personal trust and agency accounts, non-managed assets | $66,356,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,016,000 | 299 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $2,572,000 | 258 |
| 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 | $181,196,000 | 187 |
| 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 | $315,331,000 | 313 |
| Managed Assets ($) | $247,387,000 | 280 |
| Personal trust and agency accounts, managed assets | $115,369,000 | 255 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,892,000 | 303 |
| Employee benefit-defined benefit accounts, managed assets | $5,764,000 | 195 |
| Other employee benefit and retirement-related accounts, managed assets | $25,560,000 | 191 |
| Corporate trust and agency accounts, managed assets | $1,510,000 | 75 |
| Investment management and investment advisory agency accounts, managed assets | $97,292,000 | 239 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $67,944,000 | 267 |
| Personal trust and agency accounts, non-managed assets | $62,434,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,977,000 | 309 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $2,578,000 | 263 |
| Corporate trust and agency accounts, non-managed assets | $955,000 | 155 |
| 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 | $165,547,000 | 201 |
| 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 | $369,207,000 | 292 |
| Managed Assets ($) | $272,986,000 | 263 |
| Personal trust and agency accounts, managed assets | $103,471,000 | 277 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,168,000 | 255 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $25,351,000 | 194 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $134,996,000 | 198 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $96,221,000 | 246 |
| Personal trust and agency accounts, non-managed assets | $69,499,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,153,000 | 227 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $9,569,000 | 187 |
| 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 | $157,028,000 | 205 |
| 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 | $436,316,000 | 275 |
| Managed Assets ($) | $376,488,000 | 231 |
| Personal trust and agency accounts, managed assets | $79,910,000 | 326 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,991,000 | 376 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 448 |
| Other employee benefit and retirement-related accounts, managed assets | $22,018,000 | 223 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $266,569,000 | 132 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $59,828,000 | 335 |
| Personal trust and agency accounts, non-managed assets | $59,057,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 727 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $771,000 | 695 |
| 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 | $161,595,000 | 222 |
| 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 | $419,048,000 | 280 |
| Managed Assets ($) | $361,464,000 | 234 |
| Personal trust and agency accounts, managed assets | $78,052,000 | 298 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,608,000 | 275 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 256 |
| Other employee benefit and retirement-related accounts, managed assets | $21,547,000 | 207 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $254,257,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $57,584,000 | 292 |
| Personal trust and agency accounts, non-managed assets | $56,875,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 350 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $709,000 | 315 |
| 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 | $159,170,000 | 214 |
| 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 | $406,103,000 | 291 |
| Managed Assets ($) | $328,349,000 | 245 |
| Personal trust and agency accounts, managed assets | $76,940,000 | 302 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,342,000 | 278 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $22,544,000 | 203 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $221,523,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $77,754,000 | 270 |
| Personal trust and agency accounts, non-managed assets | $77,081,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $673,000 | 315 |
| 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 | $156,910,000 | 217 |
| 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 | $394,887,000 | 290 |
| Managed Assets ($) | $342,856,000 | 238 |
| Personal trust and agency accounts, managed assets | $74,933,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,135,000 | 287 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 261 |
| Other employee benefit and retirement-related accounts, managed assets | $20,916,000 | 205 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $239,872,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $52,031,000 | 298 |
| Personal trust and agency accounts, non-managed assets | $51,432,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 359 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $599,000 | 326 |
| 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 | $162,867,000 | 213 |
| 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 | $394,244,000 | 293 |
| Managed Assets ($) | $337,275,000 | 244 |
| Personal trust and agency accounts, managed assets | $78,070,000 | 347 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,649,000 | 398 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 476 |
| Other employee benefit and retirement-related accounts, managed assets | $21,400,000 | 219 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $230,156,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $56,969,000 | 335 |
| Personal trust and agency accounts, non-managed assets | $56,193,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 762 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $776,000 | 681 |
| 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 | $175,410,000 | 218 |
| 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 | $416,903,000 | 275 |
| Managed Assets ($) | $350,267,000 | 232 |
| Personal trust and agency accounts, managed assets | $81,297,000 | 343 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,276,000 | 230 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $18,769,000 | 215 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $225,925,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $66,636,000 | 290 |
| Personal trust and agency accounts, non-managed assets | $59,474,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,304,000 | 557 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $5,858,000 | 331 |
| 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 | $215,818,000 | 191 |
| 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 |