Home > BLC Bank N. A. > Total Fiduciary and Related Assets
BLC Bank N. A., Total Fiduciary and Related Assets
| 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 | $1,022,560,000 | 170 |
| Managed Assets ($) | $827,874,000 | 145 |
| Personal trust and agency accounts, managed assets | $368,018,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,834,000 | 116 |
| Employee benefit-defined benefit accounts, managed assets | $52,115,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $79,656,000 | 106 |
| Corporate trust and agency accounts, managed assets | $1,135,000 | 72 |
| Investment management and investment advisory agency accounts, managed assets | $8,853,000 | 373 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $266,263,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $194,686,000 | 176 |
| Personal trust and agency accounts, non-managed assets | $8,302,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $144,881,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,514,000 | 124 |
| Other retirement accounts, non-managed assets | $17,474,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $4,355,000 | 106 |
| 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 | $11,160,000 | 70 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $91,990,000 | 236 |
| 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 | $1,119,796,000 | 172 |
| Managed Assets ($) | $850,807,000 | 145 |
| Personal trust and agency accounts, managed assets | $378,987,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,494,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $53,026,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $82,707,000 | 103 |
| Corporate trust and agency accounts, managed assets | $924,000 | 73 |
| Investment management and investment advisory agency accounts, managed assets | $4,377,000 | 389 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $275,292,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $268,989,000 | 153 |
| Personal trust and agency accounts, non-managed assets | $8,175,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $141,795,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,923,000 | 128 |
| Other retirement accounts, non-managed assets | $18,754,000 | 135 |
| Corporate trust and agency accounts, non-managed assets | $4,451,000 | 103 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $86,891,000 | 47 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $148,370,000 | 197 |
| 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 | $1,071,827,000 | 175 |
| Managed Assets ($) | $867,969,000 | 146 |
| Personal trust and agency accounts, managed assets | $389,668,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,450,000 | 116 |
| Employee benefit-defined benefit accounts, managed assets | $54,812,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $86,191,000 | 97 |
| Corporate trust and agency accounts, managed assets | $1,155,000 | 142 |
| Investment management and investment advisory agency accounts, managed assets | $461,000 | 837 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $273,232,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $203,858,000 | 182 |
| Personal trust and agency accounts, non-managed assets | $8,195,000 | 338 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $149,022,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,334,000 | 142 |
| Other retirement accounts, non-managed assets | $20,011,000 | 161 |
| Corporate trust and agency accounts, non-managed assets | $4,375,000 | 150 |
| 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 | $12,921,000 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $96,742,000 | 267 |
| 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 | $1,121,186,000 | 169 |
| Managed Assets ($) | $913,017,000 | 143 |
| Personal trust and agency accounts, managed assets | $387,037,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,010,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $54,929,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $89,139,000 | 95 |
| Corporate trust and agency accounts, managed assets | $3,194,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 380 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $306,708,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $208,169,000 | 178 |
| Personal trust and agency accounts, non-managed assets | $8,416,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $152,227,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,500,000 | 125 |
| Other retirement accounts, non-managed assets | $20,776,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $4,441,000 | 104 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $12,809,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $98,645,000 | 242 |
| 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 | $1,166,565,000 | 170 |
| Managed Assets ($) | $882,762,000 | 147 |
| Personal trust and agency accounts, managed assets | $382,016,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $75,931,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $54,240,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $89,116,000 | 95 |
| Corporate trust and agency accounts, managed assets | $3,559,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 384 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $277,900,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $283,803,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $9,120,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $140,011,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,202,000 | 131 |
| Other retirement accounts, non-managed assets | $19,532,000 | 131 |
| Corporate trust and agency accounts, non-managed assets | $4,796,000 | 107 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $101,142,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $196,911,000 | 186 |
| 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 | $1,257,437,000 | 163 |
| Managed Assets ($) | $1,040,323,000 | 126 |
| Personal trust and agency accounts, managed assets | $378,564,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $167,608,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $51,822,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $89,222,000 | 88 |
| Corporate trust and agency accounts, managed assets | $2,405,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $350,702,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $217,114,000 | 172 |
| Personal trust and agency accounts, non-managed assets | $8,997,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $58,710,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,492,000 | 132 |
| Other retirement accounts, non-managed assets | $23,092,000 | 122 |
| Corporate trust and agency accounts, non-managed assets | $16,906,000 | 88 |
| 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 | $100,917,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $198,767,000 | 182 |
| 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 | $1,269,053,000 | 160 |
| Managed Assets ($) | $1,051,684,000 | 123 |
| Personal trust and agency accounts, managed assets | $386,189,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $180,722,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $50,248,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $88,742,000 | 91 |
| Corporate trust and agency accounts, managed assets | $2,878,000 | 120 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 891 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $342,905,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $217,369,000 | 172 |
| Personal trust and agency accounts, non-managed assets | $6,933,000 | 349 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $58,748,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,308,000 | 146 |
| Other retirement accounts, non-managed assets | $23,805,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $19,235,000 | 103 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $99,340,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $188,930,000 | 196 |
| 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 | $1,231,044,000 | 163 |
| Managed Assets ($) | $1,021,565,000 | 128 |
| Personal trust and agency accounts, managed assets | $377,006,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $171,745,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $46,988,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $85,330,000 | 91 |
| Corporate trust and agency accounts, managed assets | $3,071,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 365 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $337,425,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $209,479,000 | 179 |
| Personal trust and agency accounts, non-managed assets | $6,777,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,723,000 | 153 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,421,000 | 137 |
| Other retirement accounts, non-managed assets | $22,042,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $17,282,000 | 93 |
| 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 | $99,234,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $184,266,000 | 189 |
| 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 | $1,123,105,000 | 174 |
| Managed Assets ($) | $933,740,000 | 138 |
| Personal trust and agency accounts, managed assets | $370,734,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $169,750,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $45,991,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $80,960,000 | 98 |
| Corporate trust and agency accounts, managed assets | $21,355,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $244,950,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $189,365,000 | 195 |
| Personal trust and agency accounts, non-managed assets | $6,900,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,618,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,095,000 | 146 |
| Other retirement accounts, non-managed assets | $22,409,000 | 133 |
| Corporate trust and agency accounts, non-managed assets | $4,874,000 | 118 |
| 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 | $96,469,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $114,351,000 | 231 |
| 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 | $1,134,418,000 | 173 |
| Managed Assets ($) | $962,167,000 | 136 |
| Personal trust and agency accounts, managed assets | $376,239,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $170,996,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $46,163,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $85,187,000 | 90 |
| Corporate trust and agency accounts, managed assets | $20,689,000 | 45 |
| 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 | $262,893,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $172,251,000 | 202 |
| Personal trust and agency accounts, non-managed assets | $6,781,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,850,000 | 180 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,281,000 | 140 |
| Other retirement accounts, non-managed assets | $20,323,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $4,874,000 | 111 |
| 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 | $94,142,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $135,460,000 | 219 |
| 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 | $1,101,016,000 | 171 |
| Managed Assets ($) | $930,506,000 | 139 |
| Personal trust and agency accounts, managed assets | $365,683,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $178,757,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $45,898,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $66,584,000 | 110 |
| Corporate trust and agency accounts, managed assets | $21,220,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 918 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $252,364,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $170,510,000 | 211 |
| Personal trust and agency accounts, non-managed assets | $9,385,000 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $35,964,000 | 203 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,317,000 | 150 |
| Other retirement accounts, non-managed assets | $17,565,000 | 177 |
| Corporate trust and agency accounts, non-managed assets | $4,874,000 | 162 |
| 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 | $94,405,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $207,281,000 | 185 |
| 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 | $1,129,868,000 | 169 |
| Managed Assets ($) | $960,294,000 | 129 |
| Personal trust and agency accounts, managed assets | $365,401,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $175,725,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $44,993,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $66,498,000 | 101 |
| Corporate trust and agency accounts, managed assets | $22,485,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 370 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $285,192,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $169,574,000 | 202 |
| Personal trust and agency accounts, non-managed assets | $9,187,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $33,947,000 | 184 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,212,000 | 138 |
| Other retirement accounts, non-managed assets | $17,961,000 | 138 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 185 |
| 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 | $100,266,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $188,692,000 | 180 |
| 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 | $1,044,876,000 | 170 |
| Managed Assets ($) | $882,217,000 | 134 |
| Personal trust and agency accounts, managed assets | $372,432,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $163,442,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $41,196,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $65,105,000 | 98 |
| Corporate trust and agency accounts, managed assets | $22,657,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 384 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $217,385,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $162,659,000 | 207 |
| Personal trust and agency accounts, non-managed assets | $9,181,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $33,991,000 | 181 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,289,000 | 131 |
| Other retirement accounts, non-managed assets | $18,504,000 | 140 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 188 |
| 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 | $92,693,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $181,100,000 | 184 |
| 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 | $1,063,205,000 | 175 |
| Managed Assets ($) | $901,684,000 | 134 |
| Personal trust and agency accounts, managed assets | $365,641,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $155,622,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $39,832,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $65,846,000 | 102 |
| Corporate trust and agency accounts, managed assets | $22,156,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 383 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $252,587,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $161,521,000 | 209 |
| Personal trust and agency accounts, non-managed assets | $9,380,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $34,146,000 | 180 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,106,000 | 134 |
| Other retirement accounts, non-managed assets | $18,553,000 | 140 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $91,335,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $182,209,000 | 188 |
| 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 | $1,026,673,000 | 178 |
| Managed Assets ($) | $864,179,000 | 137 |
| Personal trust and agency accounts, managed assets | $373,682,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $156,584,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $40,372,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $68,993,000 | 98 |
| Corporate trust and agency accounts, managed assets | $5,057,000 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 911 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $219,491,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $162,494,000 | 213 |
| Personal trust and agency accounts, non-managed assets | $9,647,000 | 300 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,581,000 | 197 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,461,000 | 157 |
| Other retirement accounts, non-managed assets | $19,279,000 | 164 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $87,526,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $199,875,000 | 192 |
| 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 | $1,024,360,000 | 175 |
| Managed Assets ($) | $848,646,000 | 136 |
| Personal trust and agency accounts, managed assets | $363,066,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $152,577,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $37,918,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $67,652,000 | 94 |
| Corporate trust and agency accounts, managed assets | $5,568,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $221,865,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $175,714,000 | 202 |
| Personal trust and agency accounts, non-managed assets | $9,045,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $35,666,000 | 177 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,235,000 | 117 |
| Other retirement accounts, non-managed assets | $18,358,000 | 138 |
| Corporate trust and agency accounts, non-managed assets | $14,000 | 180 |
| 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 | $82,396,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $177,505,000 | 190 |
| 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 | $979,679,000 | 176 |
| Managed Assets ($) | $786,668,000 | 142 |
| Personal trust and agency accounts, managed assets | $360,986,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $149,748,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $33,350,000 | 113 |
| Other employee benefit and retirement-related accounts, managed assets | $68,492,000 | 92 |
| Corporate trust and agency accounts, managed assets | $5,418,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 372 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $168,674,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $193,011,000 | 197 |
| Personal trust and agency accounts, non-managed assets | $13,284,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $34,401,000 | 178 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,651,000 | 117 |
| Other retirement accounts, non-managed assets | $18,361,000 | 140 |
| Corporate trust and agency accounts, non-managed assets | $14,000 | 185 |
| 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 | $97,300,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $143,568,000 | 208 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | 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 | $991,463,000 | 178 |
| Managed Assets ($) | $806,303,000 | 141 |
| Personal trust and agency accounts, managed assets | $359,917,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $146,456,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $33,398,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $69,567,000 | 91 |
| Corporate trust and agency accounts, managed assets | $6,538,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 380 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $190,427,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $185,160,000 | 197 |
| Personal trust and agency accounts, non-managed assets | $14,007,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $32,689,000 | 182 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,617,000 | 118 |
| Other retirement accounts, non-managed assets | $18,422,000 | 135 |
| Corporate trust and agency accounts, non-managed assets | $124,000 | 175 |
| 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 | $90,301,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $143,957,000 | 214 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | 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 | $971,482,000 | 183 |
| Managed Assets ($) | $794,922,000 | 144 |
| Personal trust and agency accounts, managed assets | $353,349,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $143,246,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $32,694,000 | 121 |
| Other employee benefit and retirement-related accounts, managed assets | $67,133,000 | 94 |
| Corporate trust and agency accounts, managed assets | $6,597,000 | 95 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 932 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $191,903,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $176,560,000 | 213 |
| Personal trust and agency accounts, non-managed assets | $9,981,000 | 304 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $29,907,000 | 217 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,066,000 | 125 |
| Other retirement accounts, non-managed assets | $15,494,000 | 190 |
| Corporate trust and agency accounts, non-managed assets | $124,000 | 341 |
| 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 | $91,988,000 | 47 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $85,720,000 | 295 |
| 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 | $928,959,000 | 189 |
| Managed Assets ($) | $761,697,000 | 150 |
| Personal trust and agency accounts, managed assets | $336,732,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $132,272,000 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $30,624,000 | 127 |
| Other employee benefit and retirement-related accounts, managed assets | $62,042,000 | 102 |
| Corporate trust and agency accounts, managed assets | $6,791,000 | 63 |
| 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 | $193,236,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $167,262,000 | 213 |
| Personal trust and agency accounts, non-managed assets | $8,419,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $28,881,000 | 200 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,170,000 | 127 |
| Other retirement accounts, non-managed assets | $14,078,000 | 167 |
| Corporate trust and agency accounts, non-managed assets | $375,000 | 170 |
| 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 | $88,339,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $63,019,000 | 291 |
| 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 | $862,531,000 | 200 |
| Managed Assets ($) | $697,637,000 | 161 |
| Personal trust and agency accounts, managed assets | $332,030,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $114,859,000 | 76 |
| Employee benefit-defined benefit accounts, managed assets | $22,789,000 | 141 |
| Other employee benefit and retirement-related accounts, managed assets | $58,872,000 | 104 |
| Corporate trust and agency accounts, managed assets | $6,938,000 | 64 |
| 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 | $162,149,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $164,894,000 | 213 |
| Personal trust and agency accounts, non-managed assets | $7,786,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,876,000 | 191 |
| Employee benefit-defined benefit accounts, non-managed Assets | $33,743,000 | 118 |
| Other retirement accounts, non-managed assets | $12,110,000 | 176 |
| Corporate trust and agency accounts, non-managed assets | $374,000 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $79,005,000 | 54 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $60,482,000 | 296 |
| 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 | $820,357,000 | 205 |
| Managed Assets ($) | $678,309,000 | 165 |
| Personal trust and agency accounts, managed assets | $312,957,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $109,169,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $21,266,000 | 143 |
| Other employee benefit and retirement-related accounts, managed assets | $51,170,000 | 110 |
| Corporate trust and agency accounts, managed assets | $8,527,000 | 63 |
| 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 | $175,220,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $142,048,000 | 226 |
| Personal trust and agency accounts, non-managed assets | $2,117,000 | 315 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $28,658,000 | 196 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,330,000 | 122 |
| Other retirement accounts, non-managed assets | $11,227,000 | 181 |
| Corporate trust and agency accounts, non-managed assets | $394,000 | 182 |
| 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 | $69,322,000 | 53 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $91,572,000 | 267 |
| 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 | $822,642,000 | 205 |
| Managed Assets ($) | $671,395,000 | 165 |
| Personal trust and agency accounts, managed assets | $308,763,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $109,689,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $18,490,000 | 157 |
| Other employee benefit and retirement-related accounts, managed assets | $49,504,000 | 116 |
| Corporate trust and agency accounts, managed assets | $11,227,000 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 941 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $173,722,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $151,247,000 | 227 |
| Personal trust and agency accounts, non-managed assets | $2,121,000 | 534 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $29,777,000 | 213 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,202,000 | 123 |
| Other retirement accounts, non-managed assets | $11,970,000 | 226 |
| Corporate trust and agency accounts, non-managed assets | $391,000 | 309 |
| 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 | $75,786,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $94,841,000 | 299 |
| 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 | $710,612,000 | 207 |
| Managed Assets ($) | $593,430,000 | 168 |
| Personal trust and agency accounts, managed assets | $247,695,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $107,288,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $18,490,000 | 160 |
| Other employee benefit and retirement-related accounts, managed assets | $32,375,000 | 158 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 857 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $187,582,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $117,182,000 | 227 |
| Personal trust and agency accounts, non-managed assets | $11,504,000 | 295 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $27,458,000 | 198 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,485,000 | 132 |
| Other retirement accounts, non-managed assets | $7,814,000 | 287 |
| Corporate trust and agency accounts, non-managed assets | $32,000 | 366 |
| 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 | $50,889,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,201,000 | 467 |
| 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 |