Home > Borel Private Bank & Trust Company > Total Fiduciary and Related Assets
Borel Private Bank & Trust Company, Total Fiduciary and Related Assets
| 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 | $856,307,000 | 170 |
| Managed Assets ($) | $795,544,000 | 139 |
| Personal trust and agency accounts, managed assets | $600,142,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,357,000 | 251 |
| Employee benefit-defined benefit accounts, managed assets | $469,000 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $25,541,000 | 249 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $143,442,000 | 205 |
| Foundation and endowment trust and agency accounts, managed assets | $22,593,000 | 154 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $25,541,000 | 215 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $60,763,000 | 248 |
| Personal trust and agency accounts, non-managed assets | $21,227,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 294 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $22,706,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,830,000 | 46 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $83,734,000 | 207 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,706,000 | 122 |
| 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 | $838,872,000 | 171 |
| Managed Assets ($) | $776,294,000 | 140 |
| Personal trust and agency accounts, managed assets | $582,796,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,154,000 | 390 |
| Employee benefit-defined benefit accounts, managed assets | $465,000 | 333 |
| Other employee benefit and retirement-related accounts, managed assets | $24,908,000 | 267 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $143,231,000 | 207 |
| Foundation and endowment trust and agency accounts, managed assets | $21,740,000 | 174 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $24,908,000 | 233 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $62,578,000 | 283 |
| Personal trust and agency accounts, non-managed assets | $21,449,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 577 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
| Other retirement accounts, non-managed assets | $24,866,000 | 132 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,263,000 | 53 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $82,813,000 | 250 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,866,000 | 144 |
| 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 | $825,718,000 | 168 |
| Managed Assets ($) | $762,707,000 | 141 |
| Personal trust and agency accounts, managed assets | $579,734,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,441,000 | 250 |
| Employee benefit-defined benefit accounts, managed assets | $459,000 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $22,624,000 | 243 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $134,813,000 | 200 |
| Foundation and endowment trust and agency accounts, managed assets | $21,636,000 | 154 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $22,624,000 | 210 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $63,011,000 | 242 |
| Personal trust and agency accounts, non-managed assets | $20,936,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
| Other retirement accounts, non-managed assets | $26,677,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,398,000 | 46 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $78,049,000 | 213 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,677,000 | 99 |
| 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 | $810,049,000 | 167 |
| Managed Assets ($) | $746,765,000 | 136 |
| Personal trust and agency accounts, managed assets | $579,178,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,257,000 | 249 |
| Employee benefit-defined benefit accounts, managed assets | $444,000 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $21,104,000 | 240 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $123,050,000 | 205 |
| Foundation and endowment trust and agency accounts, managed assets | $19,732,000 | 154 |
| 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 | $21,104,000 | 203 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $63,284,000 | 242 |
| Personal trust and agency accounts, non-managed assets | $20,815,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $28,229,000 | 98 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,240,000 | 48 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $78,456,000 | 204 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,229,000 | 93 |
| 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 | $841,401,000 | 170 |
| Managed Assets ($) | $764,189,000 | 138 |
| Personal trust and agency accounts, managed assets | $586,937,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,589,000 | 250 |
| Employee benefit-defined benefit accounts, managed assets | $291,000 | 221 |
| Other employee benefit and retirement-related accounts, managed assets | $21,657,000 | 238 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $130,571,000 | 208 |
| Foundation and endowment trust and agency accounts, managed assets | $21,144,000 | 152 |
| 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 | $21,657,000 | 200 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $77,212,000 | 237 |
| Personal trust and agency accounts, non-managed assets | $33,195,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 299 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $29,104,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,913,000 | 54 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $82,145,000 | 213 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,104,000 | 93 |
| 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 | $828,464,000 | 172 |
| Managed Assets ($) | $748,839,000 | 138 |
| Personal trust and agency accounts, managed assets | $589,981,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,374,000 | 377 |
| Employee benefit-defined benefit accounts, managed assets | $262,000 | 355 |
| Other employee benefit and retirement-related accounts, managed assets | $20,255,000 | 273 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $114,610,000 | 230 |
| Foundation and endowment trust and agency accounts, managed assets | $20,357,000 | 157 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $20,255,000 | 229 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $79,625,000 | 255 |
| Personal trust and agency accounts, non-managed assets | $36,039,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 594 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
| Other retirement accounts, non-managed assets | $29,200,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,386,000 | 59 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $80,236,000 | 243 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,200,000 | 124 |
| 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 | $808,172,000 | 173 |
| Managed Assets ($) | $741,803,000 | 138 |
| Personal trust and agency accounts, managed assets | $582,961,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,130,000 | 247 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $19,671,000 | 233 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $136,041,000 | 204 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $66,369,000 | 230 |
| Personal trust and agency accounts, non-managed assets | $37,311,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 288 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $29,058,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $95,591,000 | 201 |
| 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 | $765,443,000 | 172 |
| Managed Assets ($) | $701,761,000 | 141 |
| Personal trust and agency accounts, managed assets | $556,497,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,817,000 | 254 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 225 |
| Other employee benefit and retirement-related accounts, managed assets | $16,204,000 | 244 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $126,243,000 | 209 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $63,682,000 | 227 |
| Personal trust and agency accounts, non-managed assets | $35,753,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $27,929,000 | 98 |
| Corporate trust and agency accounts, non-managed assets | $0 | 161 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $91,430,000 | 211 |
| 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 | $685,111,000 | 180 |
| Managed Assets ($) | $623,586,000 | 148 |
| Personal trust and agency accounts, managed assets | $491,642,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,401,000 | 257 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 226 |
| Other employee benefit and retirement-related accounts, managed assets | $14,024,000 | 249 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $115,519,000 | 218 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $61,525,000 | 224 |
| Personal trust and agency accounts, non-managed assets | $35,460,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $26,065,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $0 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $88,421,000 | 220 |
| 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 | $711,565,000 | 184 |
| Managed Assets ($) | $648,592,000 | 148 |
| Personal trust and agency accounts, managed assets | $510,025,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,505,000 | 415 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 370 |
| Other employee benefit and retirement-related accounts, managed assets | $14,709,000 | 300 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $121,353,000 | 223 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $62,973,000 | 270 |
| Personal trust and agency accounts, non-managed assets | $33,409,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 603 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $29,564,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $0 | 351 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $93,232,000 | 255 |
| 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 | $716,109,000 | 193 |
| Managed Assets ($) | $644,391,000 | 155 |
| Personal trust and agency accounts, managed assets | $494,557,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,844,000 | 265 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
| Other employee benefit and retirement-related accounts, managed assets | $16,852,000 | 256 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $130,138,000 | 223 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $71,718,000 | 236 |
| Personal trust and agency accounts, non-managed assets | $39,727,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 313 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $31,991,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $0 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $107,515,000 | 220 |
| 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 | $680,343,000 | 207 |
| Managed Assets ($) | $613,903,000 | 166 |
| Personal trust and agency accounts, managed assets | $461,907,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,009,000 | 268 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 240 |
| Other employee benefit and retirement-related accounts, managed assets | $17,457,000 | 259 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $131,530,000 | 228 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $66,440,000 | 255 |
| Personal trust and agency accounts, non-managed assets | $34,705,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,000 | 318 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $31,734,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $108,916,000 | 220 |
| 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 | $653,158,000 | 219 |
| Managed Assets ($) | $610,656,000 | 170 |
| Personal trust and agency accounts, managed assets | $455,780,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,256,000 | 270 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 239 |
| Other employee benefit and retirement-related accounts, managed assets | $16,250,000 | 272 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $135,370,000 | 233 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $42,502,000 | 295 |
| Personal trust and agency accounts, non-managed assets | $40,946,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 327 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $1,556,000 | 288 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $151,533,000 | 196 |
| 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 | $635,900,000 | 229 |
| Managed Assets ($) | $596,866,000 | 175 |
| Personal trust and agency accounts, managed assets | $455,888,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,317,000 | 432 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 395 |
| Other employee benefit and retirement-related accounts, managed assets | $14,572,000 | 335 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $123,089,000 | 248 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,034,000 | 391 |
| Personal trust and agency accounts, non-managed assets | $37,481,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 633 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $1,553,000 | 592 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $183,520,000 | 192 |
| 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 | $600,976,000 | 231 |
| Managed Assets ($) | $565,337,000 | 182 |
| Personal trust and agency accounts, managed assets | $437,941,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,431,000 | 270 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
| Other employee benefit and retirement-related accounts, managed assets | $11,262,000 | 288 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $112,703,000 | 249 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $35,639,000 | 294 |
| Personal trust and agency accounts, non-managed assets | $34,386,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
| Other retirement accounts, non-managed assets | $1,253,000 | 284 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $138,710,000 | 209 |
| 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 | $590,759,000 | 243 |
| Managed Assets ($) | $549,606,000 | 191 |
| Personal trust and agency accounts, managed assets | $431,452,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,389,000 | 273 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $11,164,000 | 291 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $103,601,000 | 259 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $41,153,000 | 295 |
| Personal trust and agency accounts, non-managed assets | $39,591,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $1,562,000 | 283 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $127,692,000 | 222 |
| 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 | $584,815,000 | 237 |
| Managed Assets ($) | $536,843,000 | 190 |
| Personal trust and agency accounts, managed assets | $422,482,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,430,000 | 276 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 244 |
| Other employee benefit and retirement-related accounts, managed assets | $10,797,000 | 291 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $100,134,000 | 257 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $47,972,000 | 280 |
| Personal trust and agency accounts, non-managed assets | $46,733,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $1,239,000 | 295 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $122,070,000 | 221 |
| 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 | $577,777,000 | 240 |
| Managed Assets ($) | $531,594,000 | 190 |
| Personal trust and agency accounts, managed assets | $422,299,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,055,000 | 471 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 424 |
| Other employee benefit and retirement-related accounts, managed assets | $9,906,000 | 391 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $96,334,000 | 278 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $46,183,000 | 361 |
| Personal trust and agency accounts, non-managed assets | $45,256,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 653 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $927,000 | 651 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $153,467,000 | 215 |
| 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 | $546,655,000 | 248 |
| Managed Assets ($) | $506,072,000 | 196 |
| Personal trust and agency accounts, managed assets | $399,478,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,994,000 | 273 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $7,771,000 | 291 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $95,829,000 | 251 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $40,583,000 | 290 |
| Personal trust and agency accounts, non-managed assets | $39,656,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $927,000 | 290 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $136,453,000 | 216 |
| 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 | $539,427,000 | 254 |
| Managed Assets ($) | $500,016,000 | 197 |
| Personal trust and agency accounts, managed assets | $400,258,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,920,000 | 279 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 248 |
| Other employee benefit and retirement-related accounts, managed assets | $6,786,000 | 300 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $90,052,000 | 257 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,411,000 | 297 |
| Personal trust and agency accounts, non-managed assets | $37,817,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,589,000 | 297 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $5,000 | 327 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $152,280,000 | 202 |
| 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 | $535,626,000 | 251 |
| Managed Assets ($) | $499,098,000 | 198 |
| Personal trust and agency accounts, managed assets | $402,264,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,177,000 | 284 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 249 |
| Other employee benefit and retirement-related accounts, managed assets | $6,104,000 | 310 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $87,553,000 | 256 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $36,528,000 | 306 |
| Personal trust and agency accounts, non-managed assets | $35,873,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $655,000 | 315 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $0 | 333 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $157,746,000 | 206 |
| 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 | $523,364,000 | 250 |
| Managed Assets ($) | $489,104,000 | 200 |
| Personal trust and agency accounts, managed assets | $395,422,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,088,000 | 489 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $7,103,000 | 441 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $83,491,000 | 283 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,260,000 | 408 |
| Personal trust and agency accounts, non-managed assets | $33,675,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $585,000 | 618 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $0 | 867 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $137,942,000 | 227 |
| 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 | $519,423,000 | 245 |
| Managed Assets ($) | $491,938,000 | 200 |
| Personal trust and agency accounts, managed assets | $399,340,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,047,000 | 283 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 246 |
| Other employee benefit and retirement-related accounts, managed assets | $6,578,000 | 299 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $82,973,000 | 258 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,485,000 | 313 |
| Personal trust and agency accounts, non-managed assets | $26,899,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $586,000 | 316 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
| Other retirement accounts, non-managed assets | $0 | 324 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $133,275,000 | 209 |
| 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 | $503,756,000 | 247 |
| Managed Assets ($) | $474,701,000 | 201 |
| Personal trust and agency accounts, managed assets | $390,326,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,008,000 | 293 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 251 |
| Other employee benefit and retirement-related accounts, managed assets | $6,038,000 | 315 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $75,329,000 | 271 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,055,000 | 319 |
| Personal trust and agency accounts, non-managed assets | $28,633,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $422,000 | 330 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $0 | 334 |
| Corporate trust and agency accounts, non-managed assets | $0 | 195 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $145,803,000 | 202 |
| 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 | $464,104,000 | 258 |
| Managed Assets ($) | $434,359,000 | 213 |
| Personal trust and agency accounts, managed assets | $356,015,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,595,000 | 284 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 253 |
| Other employee benefit and retirement-related accounts, managed assets | $5,073,000 | 326 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $69,676,000 | 270 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,745,000 | 320 |
| Personal trust and agency accounts, non-managed assets | $29,025,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $720,000 | 322 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $120,007,000 | 225 |
| 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 | $463,189,000 | 260 |
| Managed Assets ($) | $435,134,000 | 206 |
| Personal trust and agency accounts, managed assets | $354,041,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,380,000 | 486 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 442 |
| Other employee benefit and retirement-related accounts, managed assets | $5,048,000 | 482 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $72,665,000 | 298 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,055,000 | 439 |
| Personal trust and agency accounts, non-managed assets | $27,475,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $580,000 | 624 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $0 | 862 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $104,648,000 | 263 |
| 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 | $439,173,000 | 259 |
| Managed Assets ($) | $410,949,000 | 210 |
| Personal trust and agency accounts, managed assets | $330,139,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,952,000 | 282 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 243 |
| Other employee benefit and retirement-related accounts, managed assets | $5,253,000 | 307 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $71,605,000 | 257 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,224,000 | 315 |
| Personal trust and agency accounts, non-managed assets | $27,651,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $573,000 | 314 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $0 | 327 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $151,949,000 | 205 |
| 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 | $434,764,000 | 263 |
| Managed Assets ($) | $402,947,000 | 212 |
| Personal trust and agency accounts, managed assets | $322,936,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,926,000 | 286 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $5,289,000 | 309 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $70,796,000 | 258 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $31,817,000 | 314 |
| Personal trust and agency accounts, non-managed assets | $30,711,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $567,000 | 325 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $539,000 | 311 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $132,777,000 | 219 |
| 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 | $419,243,000 | 271 |
| Managed Assets ($) | $401,545,000 | 214 |
| Personal trust and agency accounts, managed assets | $316,938,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,980,000 | 291 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $5,619,000 | 310 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $75,008,000 | 255 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,698,000 | 351 |
| Personal trust and agency accounts, non-managed assets | $16,905,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $258,000 | 338 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $535,000 | 315 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $122,608,000 | 227 |
| 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 | $424,357,000 | 280 |
| Managed Assets ($) | $402,725,000 | 218 |
| Personal trust and agency accounts, managed assets | $315,410,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 794 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 448 |
| Other employee benefit and retirement-related accounts, managed assets | $5,368,000 | 463 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $81,947,000 | 269 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,632,000 | 496 |
| Personal trust and agency accounts, non-managed assets | $17,441,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,655,000 | 470 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $536,000 | 734 |
| Corporate trust and agency accounts, non-managed assets | $0 | 431 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $113,350,000 | 268 |
| 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 | $410,211,000 | 286 |
| Managed Assets ($) | $392,454,000 | 223 |
| Personal trust and agency accounts, managed assets | $327,282,000 | 144 |
| 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 | $5,113,000 | 312 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $60,059,000 | 276 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,757,000 | 357 |
| Personal trust and agency accounts, non-managed assets | $13,407,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,627,000 | 307 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $723,000 | 313 |
| 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 | $118,360,000 | 243 |
| 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 | $407,295,000 | 288 |
| Managed Assets ($) | $389,485,000 | 227 |
| Personal trust and agency accounts, managed assets | $328,220,000 | 148 |
| 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 | $4,896,000 | 315 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $56,369,000 | 279 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,810,000 | 357 |
| Personal trust and agency accounts, non-managed assets | $13,042,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,115,000 | 303 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $653,000 | 316 |
| 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 | $110,457,000 | 252 |
| 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 | $390,698,000 | 292 |
| Managed Assets ($) | $374,562,000 | 230 |
| Personal trust and agency accounts, managed assets | $317,313,000 | 152 |
| 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 | $3,817,000 | 329 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $53,432,000 | 277 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,136,000 | 366 |
| Personal trust and agency accounts, non-managed assets | $15,490,000 | 205 |
| 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 | $646,000 | 323 |
| 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 | $123,184,000 | 241 |
| 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 | $388,212,000 | 296 |
| Managed Assets ($) | $376,951,000 | 230 |
| Personal trust and agency accounts, managed assets | $336,393,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 832 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 476 |
| Other employee benefit and retirement-related accounts, managed assets | $3,903,000 | 506 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $36,655,000 | 389 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,261,000 | 631 |
| Personal trust and agency accounts, non-managed assets | $10,597,000 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 762 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $664,000 | 694 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $116,756,000 | 266 |
| 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 | $366,913,000 | 291 |
| Managed Assets ($) | $348,895,000 | 234 |
| Personal trust and agency accounts, managed assets | $322,775,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $443,000 | 739 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 769 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $25,677,000 | 416 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,018,000 | 529 |
| Personal trust and agency accounts, non-managed assets | $17,299,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 725 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $719,000 | 655 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $153,234,000 | 217 |
| 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 |