| 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 | $2,098,567,000 | 178 |
| Managed Assets ($) | $982,115,000 | 207 |
| Personal trust and agency accounts, managed assets | $438,964,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $18,738,000 | 164 |
| Employee benefit-defined benefit accounts, managed assets | $14,127,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $84,542,000 | 223 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $410,918,000 | 180 |
| Foundation and endowment trust and agency accounts, managed assets | $14,526,000 | 300 |
| Other fiduciary accounts, managed assets | $300,000 | 149 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $84,542,000 | 220 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $1,116,452,000 | 117 |
| Personal trust and agency accounts, non-managed assets | $92,426,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $285,167,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,279,000 | 108 |
| Other retirement accounts, non-managed assets | $10,975,000 | 238 |
| Corporate trust and agency accounts, non-managed assets | $712,768,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $11,837,000 | 128 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 245 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $451,970,000 | 137 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,975,000 | 259 |
| 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 | $2,096,718,000 | 170 |
| Managed Assets ($) | $936,159,000 | 210 |
| Personal trust and agency accounts, managed assets | $403,074,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $17,857,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $15,716,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $80,581,000 | 201 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $405,284,000 | 174 |
| Foundation and endowment trust and agency accounts, managed assets | $13,350,000 | 238 |
| Other fiduciary accounts, managed assets | $297,000 | 84 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $80,581,000 | 195 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,160,559,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $88,601,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $321,546,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,406,000 | 96 |
| Other retirement accounts, non-managed assets | $10,297,000 | 161 |
| Corporate trust and agency accounts, non-managed assets | $724,897,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $11,812,000 | 92 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 192 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $417,966,000 | 134 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,297,000 | 174 |
| 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 | $2,053,706,000 | 171 |
| Managed Assets ($) | $1,002,691,000 | 200 |
| Personal trust and agency accounts, managed assets | $423,110,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $18,967,000 | 155 |
| Employee benefit-defined benefit accounts, managed assets | $15,817,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $85,741,000 | 212 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $443,698,000 | 164 |
| Foundation and endowment trust and agency accounts, managed assets | $15,065,000 | 264 |
| Other fiduciary accounts, managed assets | $293,000 | 98 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $85,741,000 | 205 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,051,015,000 | 116 |
| Personal trust and agency accounts, non-managed assets | $97,383,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $274,408,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,254,000 | 99 |
| Other retirement accounts, non-managed assets | $7,041,000 | 219 |
| Corporate trust and agency accounts, non-managed assets | $656,514,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $12,415,000 | 111 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $564,124,000 | 118 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,041,000 | 233 |
| 2023-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,889,273,000 | 184 |
| Managed Assets ($) | $928,967,000 | 216 |
| Personal trust and agency accounts, managed assets | $413,819,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $17,374,000 | 141 |
| Employee benefit-defined benefit accounts, managed assets | $15,622,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $83,047,000 | 207 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $384,140,000 | 182 |
| Foundation and endowment trust and agency accounts, managed assets | $14,675,000 | 239 |
| Other fiduciary accounts, managed assets | $290,000 | 84 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $83,047,000 | 197 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $960,306,000 | 126 |
| Personal trust and agency accounts, non-managed assets | $95,934,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $303,817,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,157,000 | 99 |
| Other retirement accounts, non-managed assets | $6,684,000 | 189 |
| Corporate trust and agency accounts, non-managed assets | $538,230,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $12,484,000 | 100 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $539,562,000 | 125 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,684,000 | 210 |
| 2022-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,780,460,000 | 186 |
| Managed Assets ($) | $880,184,000 | 223 |
| Personal trust and agency accounts, managed assets | $412,987,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $15,157,000 | 187 |
| Employee benefit-defined benefit accounts, managed assets | $16,004,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $82,201,000 | 221 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $338,585,000 | 192 |
| Foundation and endowment trust and agency accounts, managed assets | $14,962,000 | 299 |
| Other fiduciary accounts, managed assets | $288,000 | 149 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $82,201,000 | 211 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $900,276,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $93,812,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $281,332,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,165,000 | 112 |
| Other retirement accounts, non-managed assets | $6,377,000 | 294 |
| Corporate trust and agency accounts, non-managed assets | $502,943,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | $12,647,000 | 134 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 205 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $595,382,000 | 130 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,377,000 | 343 |
| 2022-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,753,564,000 | 185 |
| Managed Assets ($) | $761,759,000 | 232 |
| Personal trust and agency accounts, managed assets | $388,625,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $7,511,000 | 181 |
| Employee benefit-defined benefit accounts, managed assets | $15,384,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $78,467,000 | 213 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $258,224,000 | 214 |
| Foundation and endowment trust and agency accounts, managed assets | $13,261,000 | 249 |
| Other fiduciary accounts, managed assets | $287,000 | 87 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $78,467,000 | 202 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $991,805,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $60,654,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $280,014,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $6,428,000 | 198 |
| Corporate trust and agency accounts, non-managed assets | $632,052,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | $12,657,000 | 98 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $622,941,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,428,000 | 216 |
| 2022-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,655,552,000 | 161 |
| Managed Assets ($) | $767,738,000 | 199 |
| Personal trust and agency accounts, managed assets | $394,047,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $7,721,000 | 196 |
| Employee benefit-defined benefit accounts, managed assets | $13,718,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $80,298,000 | 206 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $258,017,000 | 200 |
| Foundation and endowment trust and agency accounts, managed assets | $13,651,000 | 257 |
| Other fiduciary accounts, managed assets | $286,000 | 99 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $80,298,000 | 198 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $887,814,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $49,538,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $283,868,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,151,000 | 102 |
| Other retirement accounts, non-managed assets | $6,389,000 | 215 |
| Corporate trust and agency accounts, non-managed assets | $533,140,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $12,728,000 | 103 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $690,431,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,389,000 | 240 |
| 2022-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,683,329,000 | 169 |
| Managed Assets ($) | $843,417,000 | 200 |
| Personal trust and agency accounts, managed assets | $435,115,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $8,863,000 | 178 |
| Employee benefit-defined benefit accounts, managed assets | $14,624,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $83,844,000 | 208 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $286,159,000 | 194 |
| Foundation and endowment trust and agency accounts, managed assets | $14,526,000 | 230 |
| Other fiduciary accounts, managed assets | $286,000 | 84 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $83,844,000 | 202 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $839,912,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $29,421,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $293,752,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,452,000 | 96 |
| Other retirement accounts, non-managed assets | $6,630,000 | 189 |
| Corporate trust and agency accounts, non-managed assets | $496,151,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $11,506,000 | 92 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 136 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $880,141,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,630,000 | 213 |
| 2021-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,767,965,000 | 171 |
| Managed Assets ($) | $873,716,000 | 203 |
| Personal trust and agency accounts, managed assets | $461,430,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $10,196,000 | 223 |
| Employee benefit-defined benefit accounts, managed assets | $15,829,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $83,438,000 | 226 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $287,903,000 | 202 |
| Foundation and endowment trust and agency accounts, managed assets | $14,633,000 | 289 |
| Other fiduciary accounts, managed assets | $287,000 | 158 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $83,438,000 | 219 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $894,249,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $27,533,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $306,166,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,403,000 | 114 |
| Other retirement accounts, non-managed assets | $7,218,000 | 283 |
| Corporate trust and agency accounts, non-managed assets | $539,389,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $11,540,000 | 129 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $885,953,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,218,000 | 333 |
| 2021-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,706,276,000 | 172 |
| Managed Assets ($) | $847,936,000 | 199 |
| Personal trust and agency accounts, managed assets | $453,973,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $9,959,000 | 176 |
| Employee benefit-defined benefit accounts, managed assets | $15,538,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $79,585,000 | 215 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $274,629,000 | 193 |
| Foundation and endowment trust and agency accounts, managed assets | $13,965,000 | 225 |
| Other fiduciary accounts, managed assets | $287,000 | 78 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $79,585,000 | 209 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $858,340,000 | 107 |
| Personal trust and agency accounts, non-managed assets | $16,968,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $290,891,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,512,000 | 99 |
| Other retirement accounts, non-managed assets | $6,976,000 | 187 |
| Corporate trust and agency accounts, non-managed assets | $529,451,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $11,542,000 | 92 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $842,366,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,976,000 | 205 |
| 2021-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,684,503,000 | 172 |
| Managed Assets ($) | $838,891,000 | 202 |
| Personal trust and agency accounts, managed assets | $442,274,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $10,270,000 | 193 |
| Employee benefit-defined benefit accounts, managed assets | $16,214,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $79,668,000 | 226 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $275,485,000 | 199 |
| Foundation and endowment trust and agency accounts, managed assets | $14,693,000 | 248 |
| Other fiduciary accounts, managed assets | $287,000 | 90 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $79,668,000 | 220 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $845,612,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $17,136,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $293,000,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,814,000 | 107 |
| Other retirement accounts, non-managed assets | $6,569,000 | 217 |
| Corporate trust and agency accounts, non-managed assets | $514,594,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $11,499,000 | 109 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $745,182,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,569,000 | 247 |
| 2021-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,668,425,000 | 172 |
| Managed Assets ($) | $829,050,000 | 198 |
| Personal trust and agency accounts, managed assets | $433,339,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $9,615,000 | 183 |
| Employee benefit-defined benefit accounts, managed assets | $15,748,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $72,968,000 | 222 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $283,066,000 | 189 |
| Foundation and endowment trust and agency accounts, managed assets | $14,026,000 | 226 |
| Other fiduciary accounts, managed assets | $288,000 | 81 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $72,968,000 | 216 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $839,375,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $16,869,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $242,121,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,753,000 | 100 |
| Other retirement accounts, non-managed assets | $6,463,000 | 193 |
| Corporate trust and agency accounts, non-managed assets | $559,618,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $11,551,000 | 96 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $716,809,000 | 98 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,463,000 | 217 |
| 2020-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,595,750,000 | 173 |
| Managed Assets ($) | $801,646,000 | 202 |
| Personal trust and agency accounts, managed assets | $404,830,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $8,750,000 | 237 |
| Employee benefit-defined benefit accounts, managed assets | $15,871,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $69,824,000 | 235 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $288,468,000 | 191 |
| Foundation and endowment trust and agency accounts, managed assets | $13,609,000 | 287 |
| Other fiduciary accounts, managed assets | $294,000 | 150 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $69,824,000 | 229 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $794,104,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $16,551,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $225,846,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,137,000 | 116 |
| Other retirement accounts, non-managed assets | $6,426,000 | 299 |
| Corporate trust and agency accounts, non-managed assets | $530,786,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $11,358,000 | 124 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $523,654,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,426,000 | 353 |
| 2020-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,495,943,000 | 168 |
| Managed Assets ($) | $767,537,000 | 189 |
| Personal trust and agency accounts, managed assets | $369,494,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $8,637,000 | 182 |
| Employee benefit-defined benefit accounts, managed assets | $18,222,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $65,373,000 | 218 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $292,638,000 | 178 |
| Foundation and endowment trust and agency accounts, managed assets | $12,879,000 | 224 |
| Other fiduciary accounts, managed assets | $294,000 | 79 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $65,373,000 | 212 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $728,406,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $15,005,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $200,496,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,048,000 | 102 |
| Other retirement accounts, non-managed assets | $6,061,000 | 195 |
| Corporate trust and agency accounts, non-managed assets | $492,620,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $11,176,000 | 93 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $466,632,000 | 112 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,061,000 | 218 |
| 2020-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,548,327,000 | 161 |
| Managed Assets ($) | $776,300,000 | 191 |
| Personal trust and agency accounts, managed assets | $366,076,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $8,066,000 | 203 |
| Employee benefit-defined benefit accounts, managed assets | $17,677,000 | 121 |
| Other employee benefit and retirement-related accounts, managed assets | $63,574,000 | 225 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $307,865,000 | 175 |
| Foundation and endowment trust and agency accounts, managed assets | $12,748,000 | 242 |
| Other fiduciary accounts, managed assets | $294,000 | 88 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $63,574,000 | 218 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $772,027,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $15,278,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $187,147,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,016,000 | 108 |
| Other retirement accounts, non-managed assets | $5,327,000 | 222 |
| Corporate trust and agency accounts, non-managed assets | $550,093,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $11,166,000 | 104 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $405,064,000 | 118 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,327,000 | 248 |
| 2020-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,515,622,000 | 155 |
| Managed Assets ($) | $733,584,000 | 186 |
| Personal trust and agency accounts, managed assets | $334,619,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $7,204,000 | 187 |
| Employee benefit-defined benefit accounts, managed assets | $16,318,000 | 114 |
| Other employee benefit and retirement-related accounts, managed assets | $58,071,000 | 214 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $305,265,000 | 165 |
| Foundation and endowment trust and agency accounts, managed assets | $11,813,000 | 220 |
| Other fiduciary accounts, managed assets | $294,000 | 86 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $58,071,000 | 205 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $782,038,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $13,441,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $197,460,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,795,000 | 99 |
| Other retirement accounts, non-managed assets | $4,483,000 | 210 |
| Corporate trust and agency accounts, non-managed assets | $552,825,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $11,034,000 | 90 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $430,213,000 | 115 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,483,000 | 233 |
| 2019-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,612,923,000 | 162 |
| Managed Assets ($) | $824,376,000 | 190 |
| Personal trust and agency accounts, managed assets | $379,184,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $8,303,000 | 243 |
| Employee benefit-defined benefit accounts, managed assets | $18,166,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $66,842,000 | 226 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $338,722,000 | 171 |
| Foundation and endowment trust and agency accounts, managed assets | $12,865,000 | 285 |
| Other fiduciary accounts, managed assets | $294,000 | 154 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $66,842,000 | 216 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $788,547,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $14,529,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $194,081,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,255,000 | 114 |
| Other retirement accounts, non-managed assets | $4,603,000 | 338 |
| Corporate trust and agency accounts, non-managed assets | $560,579,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $11,500,000 | 125 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $442,926,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,603,000 | 396 |
| 2019-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,591,998,000 | 159 |
| Managed Assets ($) | $783,630,000 | 189 |
| Personal trust and agency accounts, managed assets | $361,723,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $8,240,000 | 189 |
| Employee benefit-defined benefit accounts, managed assets | $15,803,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $64,120,000 | 214 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $321,428,000 | 169 |
| Foundation and endowment trust and agency accounts, managed assets | $12,023,000 | 222 |
| Other fiduciary accounts, managed assets | $293,000 | 90 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $64,120,000 | 205 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $808,368,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $14,396,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $186,780,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,284,000 | 104 |
| Other retirement accounts, non-managed assets | $4,325,000 | 219 |
| Corporate trust and agency accounts, non-managed assets | $588,137,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $11,446,000 | 87 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $425,855,000 | 118 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,235,000 | 243 |
| 2019-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,593,007,000 | 157 |
| Managed Assets ($) | $770,934,000 | 193 |
| Personal trust and agency accounts, managed assets | $361,356,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,980,000 | 229 |
| Employee benefit-defined benefit accounts, managed assets | $15,685,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $65,442,000 | 213 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $311,479,000 | 173 |
| Foundation and endowment trust and agency accounts, managed assets | $11,696,000 | 235 |
| Other fiduciary accounts, managed assets | $1,296,000 | 81 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $65,442,000 | 205 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $822,073,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $14,549,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $205,552,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,389,000 | 108 |
| Other retirement accounts, non-managed assets | $4,258,000 | 233 |
| Corporate trust and agency accounts, non-managed assets | $583,096,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $11,229,000 | 96 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $307,970,000 | 139 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,258,000 | 261 |
| 2019-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,590,513,000 | 157 |
| Managed Assets ($) | $768,373,000 | 188 |
| Personal trust and agency accounts, managed assets | $363,858,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $7,117,000 | 203 |
| Employee benefit-defined benefit accounts, managed assets | $15,603,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $61,861,000 | 215 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $307,055,000 | 169 |
| Foundation and endowment trust and agency accounts, managed assets | $11,604,000 | 239 |
| Other fiduciary accounts, managed assets | $1,275,000 | 84 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $61,861,000 | 208 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $822,140,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $14,877,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $197,560,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,440,000 | 108 |
| Other retirement accounts, non-managed assets | $4,264,000 | 230 |
| Corporate trust and agency accounts, non-managed assets | $590,817,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $11,182,000 | 99 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $250,327,000 | 151 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,264,000 | 257 |
| 2018-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,447,310,000 | 158 |
| Managed Assets ($) | $718,526,000 | 189 |
| Personal trust and agency accounts, managed assets | $336,257,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $7,947,000 | 239 |
| Employee benefit-defined benefit accounts, managed assets | $14,920,000 | 145 |
| Other employee benefit and retirement-related accounts, managed assets | $57,411,000 | 218 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $290,989,000 | 167 |
| Foundation and endowment trust and agency accounts, managed assets | $10,713,000 | 291 |
| Other fiduciary accounts, managed assets | $289,000 | 153 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $57,411,000 | 209 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $728,784,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $4,916,000 | 315 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $161,579,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,262,000 | 123 |
| Other retirement accounts, non-managed assets | $3,990,000 | 353 |
| Corporate trust and agency accounts, non-managed assets | $543,299,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $11,738,000 | 123 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $369,685,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,990,000 | 416 |
| 2018-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,483,440,000 | 163 |
| Managed Assets ($) | $774,583,000 | 186 |
| Personal trust and agency accounts, managed assets | $376,363,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $8,517,000 | 199 |
| Employee benefit-defined benefit accounts, managed assets | $15,921,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $61,263,000 | 220 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $301,977,000 | 171 |
| Foundation and endowment trust and agency accounts, managed assets | $9,329,000 | 249 |
| Other fiduciary accounts, managed assets | $1,213,000 | 84 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $61,263,000 | 211 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $708,857,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $5,406,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $217,094,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,686,000 | 110 |
| Other retirement accounts, non-managed assets | $4,397,000 | 233 |
| Corporate trust and agency accounts, non-managed assets | $466,407,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | $11,867,000 | 101 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $535,583,000 | 110 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,397,000 | 261 |
| 2018-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,358,718,000 | 170 |
| Managed Assets ($) | $676,891,000 | 198 |
| Personal trust and agency accounts, managed assets | $381,376,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $8,226,000 | 204 |
| Employee benefit-defined benefit accounts, managed assets | $15,674,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $61,051,000 | 217 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $204,687,000 | 207 |
| Foundation and endowment trust and agency accounts, managed assets | $4,845,000 | 279 |
| Other fiduciary accounts, managed assets | $1,032,000 | 83 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $61,051,000 | 209 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $681,827,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $5,507,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $239,051,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,626,000 | 112 |
| Other retirement accounts, non-managed assets | $4,159,000 | 236 |
| Corporate trust and agency accounts, non-managed assets | $428,836,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $648,000 | 184 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $487,443,000 | 113 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,159,000 | 264 |
| 2018-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,372,910,000 | 169 |
| Managed Assets ($) | $664,483,000 | 200 |
| Personal trust and agency accounts, managed assets | $383,188,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $9,262,000 | 202 |
| Employee benefit-defined benefit accounts, managed assets | $15,728,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $57,053,000 | 224 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $193,338,000 | 209 |
| Foundation and endowment trust and agency accounts, managed assets | $4,875,000 | 276 |
| Other fiduciary accounts, managed assets | $1,039,000 | 86 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $57,053,000 | 212 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $708,427,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $25,508,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $246,488,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,614,000 | 109 |
| Other retirement accounts, non-managed assets | $4,895,000 | 223 |
| Corporate trust and agency accounts, non-managed assets | $427,269,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $653,000 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $627,570,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,895,000 | 254 |
| 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 | $1,401,323,000 | 166 |
| Managed Assets ($) | $671,047,000 | 199 |
| Personal trust and agency accounts, managed assets | $396,609,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $8,969,000 | 245 |
| Employee benefit-defined benefit accounts, managed assets | $10,804,000 | 160 |
| Other employee benefit and retirement-related accounts, managed assets | $55,821,000 | 235 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $192,668,000 | 214 |
| Foundation and endowment trust and agency accounts, managed assets | $5,133,000 | 356 |
| Other fiduciary accounts, managed assets | $1,043,000 | 138 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $55,821,000 | 221 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $730,276,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $26,036,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $238,538,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,708,000 | 122 |
| Other retirement accounts, non-managed assets | $4,640,000 | 356 |
| Corporate trust and agency accounts, non-managed assets | $456,672,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $682,000 | 276 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $541,542,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,460,000 | 421 |
| 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 | $1,354,212,000 | 167 |
| Managed Assets ($) | $632,412,000 | 203 |
| Personal trust and agency accounts, managed assets | $375,499,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $11,945,000 | 185 |
| Employee benefit-defined benefit accounts, managed assets | $10,082,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $52,155,000 | 227 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $179,512,000 | 221 |
| Foundation and endowment trust and agency accounts, managed assets | $2,933,000 | 280 |
| Other fiduciary accounts, managed assets | $286,000 | 97 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $52,155,000 | 217 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $721,800,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $24,915,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $215,678,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,736,000 | 107 |
| Other retirement accounts, non-managed assets | $4,336,000 | 228 |
| Corporate trust and agency accounts, non-managed assets | $472,454,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $681,000 | 177 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $506,154,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,336,000 | 261 |
| 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 | $1,351,012,000 | 162 |
| Managed Assets ($) | $648,280,000 | 197 |
| Personal trust and agency accounts, managed assets | $399,974,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $11,486,000 | 183 |
| Employee benefit-defined benefit accounts, managed assets | $10,070,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $49,472,000 | 235 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $173,863,000 | 217 |
| Foundation and endowment trust and agency accounts, managed assets | $2,864,000 | 280 |
| Other fiduciary accounts, managed assets | $551,000 | 98 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $49,472,000 | 221 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $702,732,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $25,877,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $218,520,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,676,000 | 107 |
| Other retirement accounts, non-managed assets | $5,262,000 | 216 |
| Corporate trust and agency accounts, non-managed assets | $448,717,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | $680,000 | 177 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $466,026,000 | 113 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,262,000 | 246 |
| 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 | $1,387,246,000 | 156 |
| Managed Assets ($) | $670,837,000 | 186 |
| Personal trust and agency accounts, managed assets | $419,833,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $11,466,000 | 189 |
| Employee benefit-defined benefit accounts, managed assets | $10,409,000 | 150 |
| Other employee benefit and retirement-related accounts, managed assets | $48,287,000 | 230 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $175,649,000 | 209 |
| Foundation and endowment trust and agency accounts, managed assets | $3,112,000 | 282 |
| Other fiduciary accounts, managed assets | $2,081,000 | 74 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $48,287,000 | 220 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $716,409,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $18,314,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $235,126,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,656,000 | 107 |
| Other retirement accounts, non-managed assets | $5,557,000 | 216 |
| Corporate trust and agency accounts, non-managed assets | $452,958,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $798,000 | 173 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $597,877,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,557,000 | 243 |
| 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 | $1,369,026,000 | 153 |
| Managed Assets ($) | $654,796,000 | 190 |
| Personal trust and agency accounts, managed assets | $415,403,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $11,134,000 | 220 |
| Employee benefit-defined benefit accounts, managed assets | $10,527,000 | 166 |
| Other employee benefit and retirement-related accounts, managed assets | $47,587,000 | 229 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $162,760,000 | 215 |
| Foundation and endowment trust and agency accounts, managed assets | $3,051,000 | 386 |
| Other fiduciary accounts, managed assets | $4,334,000 | 85 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $47,587,000 | 216 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $714,230,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $15,307,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $228,158,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,573,000 | 127 |
| Other retirement accounts, non-managed assets | $5,175,000 | 341 |
| Corporate trust and agency accounts, non-managed assets | $461,335,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $682,000 | 267 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $506,567,000 | 109 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,175,000 | 392 |
| 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 | $1,269,843,000 | 161 |
| Managed Assets ($) | $618,494,000 | 197 |
| Personal trust and agency accounts, managed assets | $392,258,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $11,154,000 | 186 |
| Employee benefit-defined benefit accounts, managed assets | $5,722,000 | 165 |
| Other employee benefit and retirement-related accounts, managed assets | $46,175,000 | 225 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $154,159,000 | 220 |
| Foundation and endowment trust and agency accounts, managed assets | $3,216,000 | 274 |
| Other fiduciary accounts, managed assets | $5,810,000 | 57 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $46,175,000 | 214 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $651,349,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $16,227,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $183,400,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,044,000 | 94 |
| Other retirement accounts, non-managed assets | $5,192,000 | 223 |
| Corporate trust and agency accounts, non-managed assets | $431,672,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $686,000 | 177 |
| Foundation and endowment trust and agency accounts, non-managed assets | $128,000 | 139 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $524,258,000 | 101 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,192,000 | 244 |
| 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 | $1,316,784,000 | 154 |
| Managed Assets ($) | $620,415,000 | 197 |
| Personal trust and agency accounts, managed assets | $397,620,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $10,718,000 | 189 |
| Employee benefit-defined benefit accounts, managed assets | $5,623,000 | 167 |
| Other employee benefit and retirement-related accounts, managed assets | $48,830,000 | 219 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $150,798,000 | 221 |
| Foundation and endowment trust and agency accounts, managed assets | $3,169,000 | 274 |
| Other fiduciary accounts, managed assets | $3,657,000 | 68 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $48,830,000 | 210 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $696,369,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $14,224,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $183,921,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,687,000 | 95 |
| Other retirement accounts, non-managed assets | $7,719,000 | 197 |
| Corporate trust and agency accounts, non-managed assets | $475,992,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | $698,000 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $128,000 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $371,228,000 | 119 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,719,000 | 220 |
| 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 | $1,267,619,000 | 159 |
| Managed Assets ($) | $634,279,000 | 191 |
| Personal trust and agency accounts, managed assets | $424,170,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $12,269,000 | 187 |
| Employee benefit-defined benefit accounts, managed assets | $5,435,000 | 169 |
| Other employee benefit and retirement-related accounts, managed assets | $51,809,000 | 212 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $133,808,000 | 231 |
| Foundation and endowment trust and agency accounts, managed assets | $3,345,000 | 275 |
| Other fiduciary accounts, managed assets | $3,443,000 | 68 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $51,809,000 | 200 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $633,340,000 | 107 |
| Personal trust and agency accounts, non-managed assets | $14,343,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $182,701,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,302,000 | 96 |
| Other retirement accounts, non-managed assets | $8,120,000 | 191 |
| Corporate trust and agency accounts, non-managed assets | $412,936,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $810,000 | 175 |
| Foundation and endowment trust and agency accounts, non-managed assets | $128,000 | 143 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $376,088,000 | 117 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,120,000 | 215 |
| 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 | $1,308,984,000 | 154 |
| Managed Assets ($) | $638,001,000 | 189 |
| Personal trust and agency accounts, managed assets | $431,893,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $12,990,000 | 208 |
| Employee benefit-defined benefit accounts, managed assets | $5,487,000 | 202 |
| Other employee benefit and retirement-related accounts, managed assets | $50,205,000 | 217 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $130,634,000 | 233 |
| Foundation and endowment trust and agency accounts, managed assets | $3,445,000 | 380 |
| Other fiduciary accounts, managed assets | $3,347,000 | 97 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $50,205,000 | 202 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $670,983,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $2,596,000 | 403 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $228,096,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,347,000 | 100 |
| Other retirement accounts, non-managed assets | $8,126,000 | 267 |
| Corporate trust and agency accounts, non-managed assets | $417,006,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $684,000 | 289 |
| Foundation and endowment trust and agency accounts, non-managed assets | $128,000 | 189 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $544,361,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,126,000 | 322 |
| 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 | $1,237,987,000 | 160 |
| Managed Assets ($) | $603,171,000 | 192 |
| Personal trust and agency accounts, managed assets | $408,373,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $13,209,000 | 183 |
| Employee benefit-defined benefit accounts, managed assets | $5,302,000 | 169 |
| Other employee benefit and retirement-related accounts, managed assets | $47,032,000 | 220 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $123,741,000 | 238 |
| Foundation and endowment trust and agency accounts, managed assets | $2,345,000 | 277 |
| Other fiduciary accounts, managed assets | $3,169,000 | 75 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $47,032,000 | 207 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $634,816,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $2,183,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $187,546,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,448,000 | 98 |
| Other retirement accounts, non-managed assets | $7,971,000 | 188 |
| Corporate trust and agency accounts, non-managed assets | $421,993,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $675,000 | 178 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $418,647,000 | 115 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,971,000 | 211 |
| 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 | $1,282,787,000 | 159 |
| Managed Assets ($) | $630,868,000 | 193 |
| Personal trust and agency accounts, managed assets | $432,731,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $13,475,000 | 185 |
| Employee benefit-defined benefit accounts, managed assets | $5,533,000 | 170 |
| Other employee benefit and retirement-related accounts, managed assets | $49,200,000 | 227 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $122,245,000 | 241 |
| Foundation and endowment trust and agency accounts, managed assets | $4,683,000 | 269 |
| Other fiduciary accounts, managed assets | $3,001,000 | 76 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $49,200,000 | 210 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $651,919,000 | 107 |
| Personal trust and agency accounts, non-managed assets | $5,344,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $236,553,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,544,000 | 100 |
| Other retirement accounts, non-managed assets | $8,390,000 | 185 |
| Corporate trust and agency accounts, non-managed assets | $385,375,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $713,000 | 173 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $403,335,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,390,000 | 212 |
| 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 | $1,304,974,000 | 158 |
| Managed Assets ($) | $624,591,000 | 193 |
| Personal trust and agency accounts, managed assets | $431,038,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $13,078,000 | 189 |
| Employee benefit-defined benefit accounts, managed assets | $5,646,000 | 173 |
| Other employee benefit and retirement-related accounts, managed assets | $48,638,000 | 225 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $118,967,000 | 246 |
| Foundation and endowment trust and agency accounts, managed assets | $4,716,000 | 267 |
| Other fiduciary accounts, managed assets | $2,508,000 | 81 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $48,638,000 | 206 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $680,383,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $5,317,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $222,727,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,396,000 | 98 |
| Other retirement accounts, non-managed assets | $6,139,000 | 218 |
| Corporate trust and agency accounts, non-managed assets | $427,748,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $56,000 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $442,072,000 | 119 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,139,000 | 247 |
| 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 | $1,315,750,000 | 153 |
| Managed Assets ($) | $631,029,000 | 189 |
| Personal trust and agency accounts, managed assets | $441,930,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $12,675,000 | 223 |
| Employee benefit-defined benefit accounts, managed assets | $5,559,000 | 209 |
| Other employee benefit and retirement-related accounts, managed assets | $47,202,000 | 229 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $116,444,000 | 251 |
| Foundation and endowment trust and agency accounts, managed assets | $5,353,000 | 346 |
| Other fiduciary accounts, managed assets | $1,866,000 | 121 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $47,202,000 | 207 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $684,721,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $5,104,000 | 337 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $222,146,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,611,000 | 66 |
| Other retirement accounts, non-managed assets | $6,079,000 | 333 |
| Corporate trust and agency accounts, non-managed assets | $364,725,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $56,000 | 198 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $485,825,000 | 119 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,079,000 | 382 |
| 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 | $1,252,103,000 | 158 |
| Managed Assets ($) | $613,328,000 | 191 |
| Personal trust and agency accounts, managed assets | $430,449,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $12,431,000 | 192 |
| Employee benefit-defined benefit accounts, managed assets | $5,443,000 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $45,269,000 | 231 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $112,540,000 | 246 |
| Foundation and endowment trust and agency accounts, managed assets | $5,342,000 | 259 |
| Other fiduciary accounts, managed assets | $1,854,000 | 83 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $45,269,000 | 211 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $638,775,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $3,498,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $200,580,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $87,476,000 | 65 |
| Other retirement accounts, non-managed assets | $6,357,000 | 218 |
| Corporate trust and agency accounts, non-managed assets | $340,864,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $475,071,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,357,000 | 243 |
| 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 | $1,337,949,000 | 149 |
| Managed Assets ($) | $627,912,000 | 191 |
| Personal trust and agency accounts, managed assets | $446,763,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $14,660,000 | 184 |
| Employee benefit-defined benefit accounts, managed assets | $5,433,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $42,505,000 | 239 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $111,088,000 | 251 |
| Foundation and endowment trust and agency accounts, managed assets | $5,569,000 | 259 |
| Other fiduciary accounts, managed assets | $1,894,000 | 80 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $42,505,000 | 216 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $710,037,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $77,758,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $191,342,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $89,782,000 | 64 |
| Other retirement accounts, non-managed assets | $6,671,000 | 213 |
| Corporate trust and agency accounts, non-managed assets | $344,207,000 | 42 |
| 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 | $277,000 | 81 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $595,249,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,893,000 | 242 |
| 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 | $1,315,808,000 | 151 |
| Managed Assets ($) | $599,733,000 | 191 |
| Personal trust and agency accounts, managed assets | $425,363,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $12,751,000 | 190 |
| Employee benefit-defined benefit accounts, managed assets | $5,366,000 | 175 |
| Other employee benefit and retirement-related accounts, managed assets | $39,595,000 | 241 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $106,518,000 | 255 |
| Foundation and endowment trust and agency accounts, managed assets | $8,323,000 | 242 |
| Other fiduciary accounts, managed assets | $1,817,000 | 77 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $39,595,000 | 219 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $716,075,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $76,514,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $199,739,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $87,423,000 | 66 |
| Other retirement accounts, non-managed assets | $6,770,000 | 209 |
| Corporate trust and agency accounts, non-managed assets | $345,629,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $314,837,000 | 134 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,770,000 | 241 |
| 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 | $1,250,592,000 | 157 |
| Managed Assets ($) | $559,379,000 | 199 |
| Personal trust and agency accounts, managed assets | $401,140,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $10,470,000 | 234 |
| Employee benefit-defined benefit accounts, managed assets | $5,256,000 | 207 |
| Other employee benefit and retirement-related accounts, managed assets | $39,978,000 | 244 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $88,294,000 | 289 |
| Foundation and endowment trust and agency accounts, managed assets | $12,472,000 | 258 |
| Other fiduciary accounts, managed assets | $1,769,000 | 120 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $39,978,000 | 220 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $691,213,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $73,689,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $187,493,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $85,332,000 | 65 |
| Other retirement accounts, non-managed assets | $5,913,000 | 338 |
| Corporate trust and agency accounts, non-managed assets | $338,786,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $232,046,000 | 158 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,913,000 | 407 |
| 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 | $1,157,527,000 | 156 |
| Managed Assets ($) | $533,613,000 | 198 |
| Personal trust and agency accounts, managed assets | $377,326,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $8,589,000 | 205 |
| Employee benefit-defined benefit accounts, managed assets | $6,299,000 | 163 |
| Other employee benefit and retirement-related accounts, managed assets | $37,519,000 | 232 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $86,048,000 | 265 |
| Foundation and endowment trust and agency accounts, managed assets | $13,505,000 | 211 |
| Other fiduciary accounts, managed assets | $4,327,000 | 65 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $37,519,000 | 210 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $623,914,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $48,840,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,838,000 | 244 |
| Employee benefit-defined benefit accounts, non-managed Assets | $246,708,000 | 46 |
| Other retirement accounts, non-managed assets | $5,351,000 | 215 |
| Corporate trust and agency accounts, non-managed assets | $320,177,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $307,473,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,351,000 | 256 |
| 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 | $927,829,000 | 169 |
| Managed Assets ($) | $355,071,000 | 257 |
| Personal trust and agency accounts, managed assets | $241,438,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $15,502,000 | 176 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $27,012,000 | 256 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $71,119,000 | 272 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $27,012,000 | 233 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $572,758,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $45,893,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,462,000 | 262 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $173,386,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $351,243,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $774,000 | 170 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $263,476,000 | 137 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $173,386,000 | 44 |
| 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 | $933,655,000 | 173 |
| Managed Assets ($) | $365,975,000 | 247 |
| Personal trust and agency accounts, managed assets | $249,272,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $14,451,000 | 184 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $28,011,000 | 252 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $74,241,000 | 267 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $28,011,000 | 228 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $567,680,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $42,901,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,301,000 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $161,815,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $360,862,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $801,000 | 172 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $346,314,000 | 127 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $161,815,000 | 46 |
| 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 | $861,189,000 | 178 |
| Managed Assets ($) | $348,353,000 | 252 |
| Personal trust and agency accounts, managed assets | $237,329,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,791,000 | 378 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
| Other employee benefit and retirement-related accounts, managed assets | $37,384,000 | 233 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $70,844,000 | 306 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 479 |
| Other fiduciary accounts, managed assets | $5,000 | 222 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $37,384,000 | 202 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $512,836,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $36,806,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,001,000 | 412 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
| Other retirement accounts, non-managed assets | $143,778,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $329,468,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $783,000 | 286 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $358,933,000 | 133 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $143,778,000 | 46 |
| 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 | $886,455,000 | 171 |
| Managed Assets ($) | $334,503,000 | 255 |
| Personal trust and agency accounts, managed assets | $229,474,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,804,000 | 247 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 212 |
| Other employee benefit and retirement-related accounts, managed assets | $36,465,000 | 229 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $65,755,000 | 268 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $5,000 | 107 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $36,465,000 | 202 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $551,952,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $26,095,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,715,000 | 257 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $146,113,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $376,780,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $1,249,000 | 154 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $347,550,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $146,113,000 | 42 |
| 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 | $863,941,000 | 166 |
| Managed Assets ($) | $334,860,000 | 244 |
| Personal trust and agency accounts, managed assets | $224,326,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,616,000 | 249 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
| Other employee benefit and retirement-related accounts, managed assets | $35,102,000 | 230 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $72,811,000 | 262 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $5,000 | 109 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $35,102,000 | 201 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $529,081,000 | 107 |
| Personal trust and agency accounts, non-managed assets | $21,319,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,460,000 | 259 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $134,985,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $370,049,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $1,268,000 | 154 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $312,432,000 | 130 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $134,985,000 | 42 |
| 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 | $823,041,000 | 173 |
| Managed Assets ($) | $333,348,000 | 248 |
| Personal trust and agency accounts, managed assets | $223,148,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,346,000 | 257 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 213 |
| Other employee benefit and retirement-related accounts, managed assets | $35,257,000 | 230 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $72,187,000 | 264 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other fiduciary accounts, managed assets | $410,000 | 91 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $35,257,000 | 201 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $489,693,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $19,741,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,319,000 | 260 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 149 |
| Other retirement accounts, non-managed assets | $132,257,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $335,122,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $1,254,000 | 150 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $254,090,000 | 141 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $132,257,000 | 42 |
| 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 | $802,325,000 | 172 |
| Managed Assets ($) | $326,105,000 | 247 |
| Personal trust and agency accounts, managed assets | $217,475,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,373,000 | 393 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
| Other employee benefit and retirement-related accounts, managed assets | $33,307,000 | 235 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $70,826,000 | 287 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 471 |
| Other fiduciary accounts, managed assets | $2,124,000 | 91 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $33,307,000 | 209 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $476,220,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $7,366,000 | 297 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,246,000 | 453 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 200 |
| Other retirement accounts, non-managed assets | $121,530,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $344,828,000 | 42 |
| 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 | $1,250,000 | 98 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $219,506,000 | 165 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $121,530,000 | 44 |
| 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 | $767,067,000 | 171 |
| Managed Assets ($) | $314,043,000 | 245 |
| Personal trust and agency accounts, managed assets | $197,353,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,216,000 | 255 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $28,300,000 | 233 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $85,431,000 | 239 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
| Other fiduciary accounts, managed assets | $743,000 | 79 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $28,300,000 | 206 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $453,024,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $4,164,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $997,000 | 262 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $107,722,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $339,428,000 | 41 |
| 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 | $713,000 | 71 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $237,412,000 | 145 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $107,722,000 | 45 |
| 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 | $768,400,000 | 184 |
| Managed Assets ($) | $336,662,000 | 248 |
| Personal trust and agency accounts, managed assets | $213,057,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,319,000 | 262 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 223 |
| Other employee benefit and retirement-related accounts, managed assets | $28,868,000 | 238 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $91,677,000 | 242 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 261 |
| 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 | $28,868,000 | 210 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $431,738,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $1,526,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $645,000 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $117,945,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $310,858,000 | 43 |
| 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 | $764,000 | 69 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $360,613,000 | 125 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $117,945,000 | 43 |
| 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 | $792,392,000 | 180 |
| Managed Assets ($) | $333,271,000 | 248 |
| Personal trust and agency accounts, managed assets | $214,949,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,249,000 | 264 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
| Other employee benefit and retirement-related accounts, managed assets | $24,821,000 | 253 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $90,492,000 | 244 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other fiduciary accounts, managed assets | $760,000 | 81 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $24,821,000 | 218 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $459,121,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $1,090,000 | 273 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $441,000 | 270 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $112,423,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $344,388,000 | 43 |
| 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 | $779,000 | 71 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $292,455,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $112,423,000 | 43 |
| 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 | $787,136,000 | 183 |
| Managed Assets ($) | $336,751,000 | 242 |
| Personal trust and agency accounts, managed assets | $209,963,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,639,000 | 412 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 356 |
| Other employee benefit and retirement-related accounts, managed assets | $24,990,000 | 266 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $98,364,000 | 247 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
| Other fiduciary accounts, managed assets | $795,000 | 133 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $24,990,000 | 232 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $450,385,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $836,000 | 591 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $509,000 | 509 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
| Other retirement accounts, non-managed assets | $110,337,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $337,928,000 | 44 |
| 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 | $775,000 | 108 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $222,235,000 | 167 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $110,337,000 | 47 |
| 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 | $746,963,000 | 184 |
| Managed Assets ($) | $327,340,000 | 237 |
| Personal trust and agency accounts, managed assets | $197,756,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,404,000 | 251 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 231 |
| Other employee benefit and retirement-related accounts, managed assets | $24,848,000 | 234 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $100,433,000 | 225 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $899,000 | 78 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $24,848,000 | 202 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $419,623,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $748,000 | 286 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $578,000 | 267 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
| Other retirement accounts, non-managed assets | $96,823,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $320,657,000 | 43 |
| 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 | $817,000 | 71 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $199,274,000 | 157 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $96,823,000 | 44 |
| 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 | $749,231,000 | 176 |
| Managed Assets ($) | $306,326,000 | 236 |
| Personal trust and agency accounts, managed assets | $182,258,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,893,000 | 254 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 229 |
| Other employee benefit and retirement-related accounts, managed assets | $20,024,000 | 250 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $100,104,000 | 223 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $1,047,000 | 76 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $20,024,000 | 210 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $442,905,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $547,000 | 291 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $277,000 | 276 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $90,454,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $349,135,000 | 41 |
| 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 | $2,492,000 | 58 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $198,541,000 | 154 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $90,454,000 | 43 |
| 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 | $749,765,000 | 180 |
| Managed Assets ($) | $315,561,000 | 241 |
| Personal trust and agency accounts, managed assets | $186,579,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,681,000 | 269 |
| Employee benefit-defined benefit accounts, managed assets | $1,681,000 | 198 |
| Other employee benefit and retirement-related accounts, managed assets | $20,636,000 | 247 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $103,845,000 | 228 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 259 |
| Other fiduciary accounts, managed assets | $1,139,000 | 77 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $20,636,000 | 209 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $434,204,000 | 117 |
| Personal trust and agency accounts, non-managed assets | $2,000 | 334 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $340,000 | 274 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $96,184,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $335,142,000 | 43 |
| 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 | $2,536,000 | 62 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $234,215,000 | 153 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,381,000 | 206 |
| 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 | $680,247,000 | 192 |
| Managed Assets ($) | $246,307,000 | 281 |
| Personal trust and agency accounts, managed assets | $182,035,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,970,000 | 439 |
| Employee benefit-defined benefit accounts, managed assets | $1,126,000 | 324 |
| Other employee benefit and retirement-related accounts, managed assets | $19,720,000 | 281 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $40,313,000 | 383 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 453 |
| Other fiduciary accounts, managed assets | $1,143,000 | 128 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $19,720,000 | 236 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $433,940,000 | 115 |
| Personal trust and agency accounts, non-managed assets | $2,000 | 902 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $396,000 | 526 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
| Other retirement accounts, non-managed assets | $88,041,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $342,519,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $2,982,000 | 80 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $187,312,000 | 174 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,373,000 | 378 |
| 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 | $632,841,000 | 201 |
| Managed Assets ($) | $249,102,000 | 269 |
| Personal trust and agency accounts, managed assets | $188,694,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,996,000 | 259 |
| Employee benefit-defined benefit accounts, managed assets | $978,000 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $17,132,000 | 239 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $39,154,000 | 294 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,148,000 | 82 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $383,739,000 | 121 |
| Personal trust and agency accounts, non-managed assets | $2,000 | 327 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $479,000 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $49,569,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $330,674,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $3,015,000 | 76 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $229,249,000 | 153 |
| 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 | $595,329,000 | 203 |
| Managed Assets ($) | $232,018,000 | 275 |
| Personal trust and agency accounts, managed assets | $175,393,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,408,000 | 274 |
| Employee benefit-defined benefit accounts, managed assets | $891,000 | 206 |
| Other employee benefit and retirement-related accounts, managed assets | $15,701,000 | 245 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $37,716,000 | 304 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $909,000 | 86 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $363,311,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $2,000 | 331 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $284,000 | 279 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $36,073,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $326,952,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $192,178,000 | 161 |
| 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 | $416,754,000 | 247 |
| Managed Assets ($) | $199,990,000 | 290 |
| Personal trust and agency accounts, managed assets | $148,479,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,046,000 | 279 |
| Employee benefit-defined benefit accounts, managed assets | $727,000 | 210 |
| Other employee benefit and retirement-related accounts, managed assets | $14,707,000 | 242 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $34,523,000 | 308 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $508,000 | 92 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $216,764,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $3,000 | 330 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $813,000 | 267 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $580,000 | 281 |
| Corporate trust and agency accounts, non-managed assets | $212,355,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $3,013,000 | 76 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $214,911,000 | 161 |
| 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 | $424,867,000 | 251 |
| Managed Assets ($) | $191,544,000 | 319 |
| Personal trust and agency accounts, managed assets | $144,272,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $998,000 | 521 |
| Employee benefit-defined benefit accounts, managed assets | $610,000 | 336 |
| Other employee benefit and retirement-related accounts, managed assets | $14,169,000 | 308 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $30,987,000 | 440 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $508,000 | 175 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $233,323,000 | 149 |
| Personal trust and agency accounts, non-managed assets | $5,417,000 | 363 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $822,000 | 509 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $232,000 | 728 |
| Corporate trust and agency accounts, non-managed assets | $223,851,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $3,001,000 | 107 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $205,487,000 | 169 |
| 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 | $493,681,000 | 241 |
| Managed Assets ($) | $218,291,000 | 307 |
| Personal trust and agency accounts, managed assets | $172,497,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $504,000 | 307 |
| Employee benefit-defined benefit accounts, managed assets | $478,000 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $15,622,000 | 265 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $29,190,000 | 332 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $275,390,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $6,249,000 | 237 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $341,000 | 299 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $3,034,000 | 254 |
| Corporate trust and agency accounts, non-managed assets | $265,766,000 | 50 |
| 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 | $195,813,000 | 169 |
| 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 | $548,483,000 | 236 |
| Managed Assets ($) | $233,637,000 | 305 |
| Personal trust and agency accounts, managed assets | $192,640,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $819,000 | 308 |
| Employee benefit-defined benefit accounts, managed assets | $763,000 | 221 |
| Other employee benefit and retirement-related accounts, managed assets | $11,876,000 | 293 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $27,539,000 | 341 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $314,846,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $5,933,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $745,000 | 298 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $139,000 | 324 |
| Corporate trust and agency accounts, non-managed assets | $308,029,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $179,769,000 | 175 |
| 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 | $530,401,000 | 250 |
| Managed Assets ($) | $222,663,000 | 323 |
| Personal trust and agency accounts, managed assets | $182,086,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,272,000 | 302 |
| Employee benefit-defined benefit accounts, managed assets | $642,000 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $11,623,000 | 298 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $27,040,000 | 346 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $307,738,000 | 146 |
| Personal trust and agency accounts, non-managed assets | $6,493,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $745,000 | 303 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $1,335,000 | 294 |
| Corporate trust and agency accounts, non-managed assets | $299,165,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $172,367,000 | 181 |
| 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 | $514,179,000 | 258 |
| Managed Assets ($) | $232,511,000 | 328 |
| Personal trust and agency accounts, managed assets | $186,559,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,472,000 | 537 |
| Employee benefit-defined benefit accounts, managed assets | $675,000 | 354 |
| Other employee benefit and retirement-related accounts, managed assets | $13,073,000 | 357 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $30,732,000 | 482 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $281,668,000 | 153 |
| Personal trust and agency accounts, non-managed assets | $6,681,000 | 363 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $699,000 | 564 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $1,251,000 | 622 |
| Corporate trust and agency accounts, non-managed assets | $273,037,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $140,634,000 | 219 |
| 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 | $455,923,000 | 280 |
| Managed Assets ($) | $219,405,000 | 322 |
| Personal trust and agency accounts, managed assets | $176,964,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,552,000 | 291 |
| Employee benefit-defined benefit accounts, managed assets | $671,000 | 215 |
| Other employee benefit and retirement-related accounts, managed assets | $12,012,000 | 283 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $28,206,000 | 326 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $236,518,000 | 164 |
| Personal trust and agency accounts, non-managed assets | $6,913,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $669,000 | 303 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
| Other retirement accounts, non-managed assets | $1,377,000 | 279 |
| Corporate trust and agency accounts, non-managed assets | $227,559,000 | 53 |
| 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 | $140,413,000 | 207 |
| 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 | $486,519,000 | 270 |
| Managed Assets ($) | $219,256,000 | 329 |
| Personal trust and agency accounts, managed assets | $166,321,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,488,000 | 296 |
| Employee benefit-defined benefit accounts, managed assets | $651,000 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $11,805,000 | 284 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $38,991,000 | 319 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $267,263,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $4,000 | 349 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $627,000 | 314 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $1,318,000 | 290 |
| Corporate trust and agency accounts, non-managed assets | $265,314,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $134,557,000 | 217 |
| 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 | $466,565,000 | 272 |
| Managed Assets ($) | $208,932,000 | 334 |
| Personal trust and agency accounts, managed assets | $162,303,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $718,000 | 309 |
| Employee benefit-defined benefit accounts, managed assets | $618,000 | 222 |
| Other employee benefit and retirement-related accounts, managed assets | $12,329,000 | 283 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $32,964,000 | 325 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $257,633,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $5,000 | 346 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,111,000 | 250 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $1,343,000 | 292 |
| Corporate trust and agency accounts, non-managed assets | $248,174,000 | 55 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $108,880,000 | 234 |
| 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 | $471,161,000 | 270 |
| Managed Assets ($) | $213,232,000 | 344 |
| Personal trust and agency accounts, managed assets | $157,471,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $722,000 | 627 |
| Employee benefit-defined benefit accounts, managed assets | $515,000 | 383 |
| Other employee benefit and retirement-related accounts, managed assets | $12,751,000 | 338 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $41,773,000 | 410 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $257,929,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $5,000 | 956 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $562,000 | 585 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $1,473,000 | 588 |
| Corporate trust and agency accounts, non-managed assets | $255,889,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $96,356,000 | 278 |
| 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 | $463,244,000 | 273 |
| Managed Assets ($) | $202,665,000 | 319 |
| Personal trust and agency accounts, managed assets | $148,029,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $673,000 | 303 |
| Employee benefit-defined benefit accounts, managed assets | $486,000 | 231 |
| Other employee benefit and retirement-related accounts, managed assets | $12,665,000 | 271 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $40,812,000 | 307 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $260,579,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $5,000 | 335 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $32,000 | 319 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $1,484,000 | 281 |
| Corporate trust and agency accounts, non-managed assets | $259,058,000 | 55 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $81,655,000 | 253 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | 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 | $452,682,000 | 276 |
| Managed Assets ($) | $198,289,000 | 324 |
| Personal trust and agency accounts, managed assets | $145,516,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $840,000 | 307 |
| Employee benefit-defined benefit accounts, managed assets | $465,000 | 238 |
| Other employee benefit and retirement-related accounts, managed assets | $11,930,000 | 272 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $39,538,000 | 308 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $254,393,000 | 174 |
| Personal trust and agency accounts, non-managed assets | $6,000 | 339 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 325 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $1,454,000 | 286 |
| Corporate trust and agency accounts, non-managed assets | $252,933,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $75,894,000 | 258 |
| 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 | $380,776,000 | 301 |
| Managed Assets ($) | $111,482,000 | 355 |
| Personal trust and agency accounts, managed assets | $61,762,000 | 316 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,794,000 | 296 |
| Employee benefit-defined benefit accounts, managed assets | $466,000 | 238 |
| Other employee benefit and retirement-related accounts, managed assets | $11,455,000 | 279 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $36,005,000 | 313 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $269,294,000 | 171 |
| Personal trust and agency accounts, non-managed assets | $6,000 | 349 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 329 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $1,993,000 | 275 |
| Corporate trust and agency accounts, non-managed assets | $267,295,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $75,859,000 | 265 |
| 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 | $390,687,000 | 298 |
| Managed Assets ($) | $98,296,000 | 498 |
| Personal trust and agency accounts, managed assets | $57,947,000 | 417 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,070,000 | 634 |
| Employee benefit-defined benefit accounts, managed assets | $353,000 | 415 |
| Other employee benefit and retirement-related accounts, managed assets | $10,375,000 | 369 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $28,551,000 | 471 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $292,391,000 | 167 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,012 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 688 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $1,596,000 | 594 |
| Corporate trust and agency accounts, non-managed assets | $290,795,000 | 58 |
| 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 | $68,808,000 | 314 |
| 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 | $435,621,000 | 270 |
| Managed Assets ($) | $98,148,000 | 349 |
| Personal trust and agency accounts, managed assets | $57,576,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,150,000 | 307 |
| Employee benefit-defined benefit accounts, managed assets | $455,000 | 240 |
| Other employee benefit and retirement-related accounts, managed assets | $10,270,000 | 280 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $28,697,000 | 316 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $337,473,000 | 155 |
| Personal trust and agency accounts, non-managed assets | $329,000 | 321 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $34,430,000 | 182 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
| Other retirement accounts, non-managed assets | $1,590,000 | 281 |
| Corporate trust and agency accounts, non-managed assets | $301,124,000 | 57 |
| 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 | $66,924,000 | 259 |
| 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 | $431,058,000 | 267 |
| Managed Assets ($) | $96,552,000 | 363 |
| Personal trust and agency accounts, managed assets | $56,521,000 | 316 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,121,000 | 322 |
| Employee benefit-defined benefit accounts, managed assets | $442,000 | 244 |
| Other employee benefit and retirement-related accounts, managed assets | $9,319,000 | 291 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $29,149,000 | 324 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $334,506,000 | 151 |
| Personal trust and agency accounts, non-managed assets | $8,872,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $32,860,000 | 186 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $1,639,000 | 286 |
| Corporate trust and agency accounts, non-managed assets | $291,135,000 | 58 |
| 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 | $69,030,000 | 263 |
| 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 | $404,049,000 | 282 |
| Managed Assets ($) | $88,567,000 | 367 |
| Personal trust and agency accounts, managed assets | $51,785,000 | 326 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,326,000 | 314 |
| Employee benefit-defined benefit accounts, managed assets | $338,000 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $8,119,000 | 304 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $26,999,000 | 324 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $315,482,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $9,019,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $31,613,000 | 187 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $1,600,000 | 284 |
| Corporate trust and agency accounts, non-managed assets | $273,250,000 | 61 |
| 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 | $67,950,000 | 265 |
| 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 | $415,515,000 | 275 |
| Managed Assets ($) | $85,722,000 | 526 |
| Personal trust and agency accounts, managed assets | $48,307,000 | 458 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,570,000 | 596 |
| Employee benefit-defined benefit accounts, managed assets | $350,000 | 408 |
| Other employee benefit and retirement-related accounts, managed assets | $7,883,000 | 406 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $27,612,000 | 465 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $329,793,000 | 160 |
| Personal trust and agency accounts, non-managed assets | $8,854,000 | 315 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $33,254,000 | 206 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $1,681,000 | 577 |
| Corporate trust and agency accounts, non-managed assets | $286,004,000 | 60 |
| 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 | $61,742,000 | 318 |
| 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 | $406,183,000 | 268 |
| Managed Assets ($) | $78,916,000 | 360 |
| Personal trust and agency accounts, managed assets | $44,355,000 | 326 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,442,000 | 305 |
| Employee benefit-defined benefit accounts, managed assets | $332,000 | 238 |
| Other employee benefit and retirement-related accounts, managed assets | $7,148,000 | 296 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $25,639,000 | 320 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $327,267,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $9,113,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $29,249,000 | 189 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $1,852,000 | 275 |
| Corporate trust and agency accounts, non-managed assets | $287,053,000 | 64 |
| 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 | $52,173,000 | 285 |
| 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 | $358,609,000 | 292 |
| Managed Assets ($) | $69,398,000 | 367 |
| Personal trust and agency accounts, managed assets | $36,418,000 | 338 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,437,000 | 308 |
| Employee benefit-defined benefit accounts, managed assets | $337,000 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $6,347,000 | 300 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $24,859,000 | 324 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $289,211,000 | 167 |
| Personal trust and agency accounts, non-managed assets | $8,992,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $24,357,000 | 206 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $1,680,000 | 285 |
| Corporate trust and agency accounts, non-managed assets | $254,182,000 | 70 |
| 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 | $21,937,000 | 322 |
| 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 | $396,715,000 | 276 |
| Managed Assets ($) | $66,609,000 | 373 |
| Personal trust and agency accounts, managed assets | $36,812,000 | 339 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,433,000 | 316 |
| Employee benefit-defined benefit accounts, managed assets | $252,000 | 243 |
| Other employee benefit and retirement-related accounts, managed assets | $5,744,000 | 309 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $22,368,000 | 328 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $330,106,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $9,965,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $27,792,000 | 199 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $1,824,000 | 280 |
| Corporate trust and agency accounts, non-managed assets | $290,525,000 | 67 |
| 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 | $22,870,000 | 330 |
| 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 | $414,744,000 | 284 |
| Managed Assets ($) | $65,048,000 | 582 |
| Personal trust and agency accounts, managed assets | $36,529,000 | 525 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,314,000 | 636 |
| Employee benefit-defined benefit accounts, managed assets | $243,000 | 418 |
| Other employee benefit and retirement-related accounts, managed assets | $7,250,000 | 397 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $19,712,000 | 496 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $349,696,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $9,437,000 | 309 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $23,039,000 | 244 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $2,208,000 | 545 |
| Corporate trust and agency accounts, non-managed assets | $315,012,000 | 73 |
| 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 | $17,950,000 | 503 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Personal trust and agency accounts, managed assets | $0 | 432 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 347 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 256 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 364 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 445 |
| Personal trust and agency accounts, non-managed assets | $0 | 370 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 350 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $0 | 350 |
| Corporate trust and agency accounts, non-managed assets | $0 | 201 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 430 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Personal trust and agency accounts, managed assets | $0 | 436 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 353 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 387 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 447 |
| Personal trust and agency accounts, non-managed assets | $0 | 377 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $0 | 349 |
| Corporate trust and agency accounts, non-managed assets | $0 | 205 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 431 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Personal trust and agency accounts, managed assets | $0 | 450 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 360 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 261 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 376 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 391 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 458 |
| Personal trust and agency accounts, non-managed assets | $0 | 390 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 359 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $0 | 354 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 442 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $159,770,000 | 450 |
| Managed Assets ($) | $62,882,000 | 593 |
| Personal trust and agency accounts, managed assets | $32,262,000 | 561 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,058,000 | 678 |
| Employee benefit-defined benefit accounts, managed assets | $137,000 | 452 |
| Other employee benefit and retirement-related accounts, managed assets | $5,628,000 | 433 |
| Corporate trust and agency accounts, managed assets | $17,417,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $6,380,000 | 684 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $96,888,000 | 264 |
| Personal trust and agency accounts, non-managed assets | $4,290,000 | 426 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $12,328,000 | 309 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $847,000 | 673 |
| Corporate trust and agency accounts, non-managed assets | $79,423,000 | 99 |
| 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 | $14,850,000 | 558 |
| 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 | $75,006,000 | 622 |
| Managed Assets ($) | $58,473,000 | 584 |
| Personal trust and agency accounts, managed assets | $16,432,000 | 738 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $5,541,000 | 434 |
| Employee benefit-defined benefit accounts, managed assets | $66,000 | 434 |
| Other employee benefit and retirement-related accounts, managed assets | $4,769,000 | 428 |
| Corporate trust and agency accounts, managed assets | $26,301,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $5,364,000 | 645 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,533,000 | 541 |
| Personal trust and agency accounts, non-managed assets | $122,000 | 867 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,383,000 | 353 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $373,000 | 709 |
| Corporate trust and agency accounts, non-managed assets | $8,655,000 | 187 |
| 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 | $2,876,000 | 742 |
| 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 |
