Home > Cadence Bank, N.A. > Total Fiduciary and Related Assets
Cadence Bank, N.A., Total Fiduciary and Related Assets
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,666,940,000 | 133 |
| Managed Assets ($) | $2,522,325,000 | 102 |
| Personal trust and agency accounts, managed assets | $2,098,844,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $602,000 | 237 |
| Employee benefit-defined benefit accounts, managed assets | $3,200,000 | 153 |
| Other employee benefit and retirement-related accounts, managed assets | $115,789,000 | 179 |
| Corporate trust and agency accounts, managed assets | $36,018,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $253,420,000 | 200 |
| Foundation and endowment trust and agency accounts, managed assets | $14,452,000 | 224 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $112,956,000 | 175 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $144,615,000 | 199 |
| Personal trust and agency accounts, non-managed assets | $56,883,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,484,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $409,000 | 109 |
| Other retirement accounts, non-managed assets | $34,202,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $22,218,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | $5,419,000 | 122 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,956,663,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,156,000 | 108 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,654,251,000 | 134 |
| Managed Assets ($) | $2,473,260,000 | 101 |
| Personal trust and agency accounts, managed assets | $2,084,186,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $608,000 | 277 |
| Employee benefit-defined benefit accounts, managed assets | $2,631,000 | 166 |
| Other employee benefit and retirement-related accounts, managed assets | $117,557,000 | 184 |
| Corporate trust and agency accounts, managed assets | $1,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $253,741,000 | 206 |
| Foundation and endowment trust and agency accounts, managed assets | $14,536,000 | 249 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $114,616,000 | 180 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $180,991,000 | 202 |
| Personal trust and agency accounts, non-managed assets | $63,410,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,853,000 | 180 |
| Employee benefit-defined benefit accounts, non-managed Assets | $415,000 | 117 |
| Other retirement accounts, non-managed assets | $33,257,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $55,143,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $1,913,000 | 175 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,404,871,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,117,000 | 123 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,610,779,000 | 132 |
| Managed Assets ($) | $2,432,217,000 | 101 |
| Personal trust and agency accounts, managed assets | $2,047,872,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,429,000 | 168 |
| Employee benefit-defined benefit accounts, managed assets | $2,605,000 | 159 |
| Other employee benefit and retirement-related accounts, managed assets | $112,837,000 | 177 |
| Corporate trust and agency accounts, managed assets | $1,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $242,329,000 | 203 |
| Foundation and endowment trust and agency accounts, managed assets | $14,144,000 | 225 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $110,019,000 | 174 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $178,562,000 | 188 |
| Personal trust and agency accounts, non-managed assets | $47,122,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,334,000 | 149 |
| Employee benefit-defined benefit accounts, non-managed Assets | $403,000 | 108 |
| Other retirement accounts, non-managed assets | $34,115,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $48,277,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $1,311,000 | 153 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,161,328,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,213,000 | 113 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,631,647,000 | 129 |
| Managed Assets ($) | $2,434,175,000 | 103 |
| Personal trust and agency accounts, managed assets | $2,050,189,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,145,000 | 213 |
| Employee benefit-defined benefit accounts, managed assets | $2,530,000 | 203 |
| Other employee benefit and retirement-related accounts, managed assets | $112,547,000 | 179 |
| Corporate trust and agency accounts, managed assets | $1,000 | 144 |
| Investment management and investment advisory agency accounts, managed assets | $242,751,000 | 212 |
| Foundation and endowment trust and agency accounts, managed assets | $14,012,000 | 283 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $109,747,000 | 177 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $197,472,000 | 193 |
| Personal trust and agency accounts, non-managed assets | $46,269,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $61,669,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $395,000 | 136 |
| Other retirement accounts, non-managed assets | $34,968,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $52,309,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $1,862,000 | 232 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,721,759,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,154,000 | 142 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,359,190,000 | 130 |
| Managed Assets ($) | $2,210,775,000 | 103 |
| Personal trust and agency accounts, managed assets | $1,852,537,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,161,000 | 169 |
| Employee benefit-defined benefit accounts, managed assets | $2,302,000 | 158 |
| Other employee benefit and retirement-related accounts, managed assets | $104,958,000 | 169 |
| Corporate trust and agency accounts, managed assets | $1,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $226,805,000 | 200 |
| Foundation and endowment trust and agency accounts, managed assets | $13,011,000 | 222 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $102,431,000 | 166 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $148,415,000 | 195 |
| Personal trust and agency accounts, non-managed assets | $39,093,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $61,367,000 | 136 |
| Employee benefit-defined benefit accounts, non-managed Assets | $936,000 | 112 |
| Other retirement accounts, non-managed assets | $33,847,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $11,405,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $1,767,000 | 151 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,368,789,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,437,000 | 110 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,327,540,000 | 131 |
| Managed Assets ($) | $2,168,450,000 | 103 |
| Personal trust and agency accounts, managed assets | $1,818,662,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,507,000 | 188 |
| Employee benefit-defined benefit accounts, managed assets | $2,104,000 | 172 |
| Other employee benefit and retirement-related accounts, managed assets | $101,661,000 | 174 |
| Corporate trust and agency accounts, managed assets | $1,000 | 75 |
| Investment management and investment advisory agency accounts, managed assets | $223,690,000 | 207 |
| Foundation and endowment trust and agency accounts, managed assets | $11,825,000 | 246 |
| 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 | $99,368,000 | 168 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $159,090,000 | 205 |
| Personal trust and agency accounts, non-managed assets | $53,521,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $60,418,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $969,000 | 118 |
| Other retirement accounts, non-managed assets | $33,875,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $8,832,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | $1,475,000 | 177 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,347,411,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,543,000 | 117 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,156,218,000 | 129 |
| Managed Assets ($) | $2,009,213,000 | 103 |
| Personal trust and agency accounts, managed assets | $1,701,987,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,169,000 | 179 |
| Employee benefit-defined benefit accounts, managed assets | $2,353,000 | 157 |
| Other employee benefit and retirement-related accounts, managed assets | $89,924,000 | 169 |
| Corporate trust and agency accounts, managed assets | $1,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $195,364,000 | 200 |
| Foundation and endowment trust and agency accounts, managed assets | $10,415,000 | 226 |
| Other fiduciary accounts, managed assets | $0 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $87,845,000 | 163 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $147,005,000 | 192 |
| Personal trust and agency accounts, non-managed assets | $45,457,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $53,747,000 | 134 |
| Employee benefit-defined benefit accounts, non-managed Assets | $959,000 | 110 |
| Other retirement accounts, non-managed assets | $33,570,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $11,696,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $1,576,000 | 148 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,178,112,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,133,000 | 108 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,283,052,000 | 130 |
| Managed Assets ($) | $2,110,956,000 | 107 |
| Personal trust and agency accounts, managed assets | $1,769,792,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,343,000 | 226 |
| Employee benefit-defined benefit accounts, managed assets | $3,847,000 | 200 |
| Other employee benefit and retirement-related accounts, managed assets | $102,474,000 | 178 |
| Corporate trust and agency accounts, managed assets | $1,000 | 146 |
| Investment management and investment advisory agency accounts, managed assets | $212,290,000 | 209 |
| Foundation and endowment trust and agency accounts, managed assets | $12,209,000 | 290 |
| Other fiduciary accounts, managed assets | $0 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $100,042,000 | 171 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $172,096,000 | 199 |
| Personal trust and agency accounts, non-managed assets | $58,806,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $59,357,000 | 151 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,512,000 | 130 |
| Other retirement accounts, non-managed assets | $38,823,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $12,081,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | $1,517,000 | 241 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,306,952,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,953,000 | 125 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,131,664,000 | 135 |
| Managed Assets ($) | $1,972,005,000 | 109 |
| Personal trust and agency accounts, managed assets | $1,655,972,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,762,000 | 181 |
| Employee benefit-defined benefit accounts, managed assets | $4,520,000 | 157 |
| Other employee benefit and retirement-related accounts, managed assets | $101,055,000 | 169 |
| Corporate trust and agency accounts, managed assets | $1,000 | 74 |
| Investment management and investment advisory agency accounts, managed assets | $188,958,000 | 214 |
| Foundation and endowment trust and agency accounts, managed assets | $11,737,000 | 223 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $98,761,000 | 166 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $159,659,000 | 194 |
| Personal trust and agency accounts, non-managed assets | $45,580,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,312,000 | 141 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,483,000 | 110 |
| Other retirement accounts, non-managed assets | $35,445,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $18,814,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | $1,025,000 | 154 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,264,256,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,657,000 | 109 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,142,623,000 | 132 |
| Managed Assets ($) | $1,978,788,000 | 109 |
| Personal trust and agency accounts, managed assets | $1,654,763,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,713,000 | 189 |
| Employee benefit-defined benefit accounts, managed assets | $8,779,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $104,390,000 | 167 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $188,921,000 | 218 |
| Foundation and endowment trust and agency accounts, managed assets | $12,222,000 | 234 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $102,087,000 | 162 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $163,835,000 | 196 |
| Personal trust and agency accounts, non-managed assets | $47,733,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $58,039,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,286,000 | 117 |
| Other retirement accounts, non-managed assets | $34,623,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $21,189,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $965,000 | 172 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,277,696,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,911,000 | 115 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,060,857,000 | 136 |
| Managed Assets ($) | $1,877,139,000 | 113 |
| Personal trust and agency accounts, managed assets | $1,559,465,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,377,000 | 190 |
| Employee benefit-defined benefit accounts, managed assets | $8,874,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $100,462,000 | 168 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $186,939,000 | 218 |
| Foundation and endowment trust and agency accounts, managed assets | $12,022,000 | 238 |
| Other fiduciary accounts, managed assets | $0 | 130 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $98,218,000 | 165 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $183,718,000 | 180 |
| Personal trust and agency accounts, non-managed assets | $68,276,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $56,707,000 | 150 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,269,000 | 118 |
| Other retirement accounts, non-managed assets | $34,694,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $22,278,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $494,000 | 185 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,224,003,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,990,000 | 111 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,954,371,000 | 135 |
| Managed Assets ($) | $1,774,850,000 | 110 |
| Personal trust and agency accounts, managed assets | $1,467,530,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,029,000 | 230 |
| Employee benefit-defined benefit accounts, managed assets | $8,553,000 | 167 |
| Other employee benefit and retirement-related accounts, managed assets | $94,812,000 | 165 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $183,579,000 | 216 |
| Foundation and endowment trust and agency accounts, managed assets | $11,347,000 | 286 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $92,682,000 | 160 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $179,521,000 | 182 |
| Personal trust and agency accounts, non-managed assets | $73,674,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $52,967,000 | 157 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,240,000 | 139 |
| Other retirement accounts, non-managed assets | $33,901,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $15,170,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | $1,166,000 | 251 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
| Other fiduciary accounts, non-managed assets | $1,403,000 | 77 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,309,686,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,288,000 | 127 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,033,737,000 | 132 |
| Managed Assets ($) | $1,852,638,000 | 111 |
| Personal trust and agency accounts, managed assets | $1,518,031,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,838,000 | 191 |
| Employee benefit-defined benefit accounts, managed assets | $9,310,000 | 145 |
| Other employee benefit and retirement-related accounts, managed assets | $101,010,000 | 167 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $201,650,000 | 212 |
| Foundation and endowment trust and agency accounts, managed assets | $12,799,000 | 235 |
| 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 | $98,796,000 | 163 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $181,099,000 | 187 |
| Personal trust and agency accounts, non-managed assets | $72,079,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,891,000 | 154 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,287,000 | 120 |
| Other retirement accounts, non-managed assets | $36,652,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $12,859,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | $331,000 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,261,712,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,768,000 | 107 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,073,387,000 | 128 |
| Managed Assets ($) | $1,848,439,000 | 110 |
| Personal trust and agency accounts, managed assets | $1,504,348,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,514,000 | 197 |
| Employee benefit-defined benefit accounts, managed assets | $9,082,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $98,730,000 | 167 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $214,143,000 | 201 |
| Foundation and endowment trust and agency accounts, managed assets | $12,622,000 | 239 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $96,546,000 | 164 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $224,948,000 | 174 |
| Personal trust and agency accounts, non-managed assets | $119,781,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $58,775,000 | 153 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,102,000 | 124 |
| Other retirement accounts, non-managed assets | $35,358,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $9,598,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | $334,000 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,037,336,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,266,000 | 108 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,234,285,000 | 126 |
| Managed Assets ($) | $1,902,010,000 | 107 |
| Personal trust and agency accounts, managed assets | $1,538,614,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,955,000 | 180 |
| Employee benefit-defined benefit accounts, managed assets | $9,020,000 | 150 |
| Other employee benefit and retirement-related accounts, managed assets | $98,030,000 | 167 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $229,942,000 | 193 |
| Foundation and endowment trust and agency accounts, managed assets | $12,449,000 | 240 |
| 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 | $96,840,000 | 159 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $332,275,000 | 148 |
| Personal trust and agency accounts, non-managed assets | $131,296,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,653,000 | 160 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,094,000 | 123 |
| Other retirement accounts, non-managed assets | $38,356,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $110,547,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | $329,000 | 194 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,762,344,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,309,000 | 108 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,282,048,000 | 123 |
| Managed Assets ($) | $1,942,204,000 | 105 |
| Personal trust and agency accounts, managed assets | $1,569,817,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,847,000 | 185 |
| Employee benefit-defined benefit accounts, managed assets | $9,286,000 | 170 |
| Other employee benefit and retirement-related accounts, managed assets | $98,211,000 | 169 |
| Corporate trust and agency accounts, managed assets | $3,751,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $230,605,000 | 193 |
| Foundation and endowment trust and agency accounts, managed assets | $12,687,000 | 280 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $96,338,000 | 162 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $339,844,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $142,234,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $49,968,000 | 165 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,090,000 | 146 |
| Other retirement accounts, non-managed assets | $40,639,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $105,467,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | $446,000 | 293 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,825,412,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,456,000 | 125 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,328,858,000 | 118 |
| Managed Assets ($) | $1,936,419,000 | 104 |
| Personal trust and agency accounts, managed assets | $1,606,996,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,122,000 | 166 |
| Employee benefit-defined benefit accounts, managed assets | $10,396,000 | 145 |
| Other employee benefit and retirement-related accounts, managed assets | $94,619,000 | 168 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $195,215,000 | 209 |
| Foundation and endowment trust and agency accounts, managed assets | $12,071,000 | 237 |
| 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 | $92,565,000 | 162 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $392,439,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $183,706,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,055,000 | 157 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $39,009,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $119,232,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | $437,000 | 184 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,310,467,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,059,000 | 106 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,434,534,000 | 114 |
| Managed Assets ($) | $1,969,009,000 | 101 |
| Personal trust and agency accounts, managed assets | $1,611,022,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,964,000 | 163 |
| Employee benefit-defined benefit accounts, managed assets | $8,860,000 | 150 |
| Other employee benefit and retirement-related accounts, managed assets | $91,850,000 | 163 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $228,491,000 | 184 |
| Foundation and endowment trust and agency accounts, managed assets | $11,822,000 | 237 |
| 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 | $89,823,000 | 159 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $465,525,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $210,646,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $52,425,000 | 158 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $35,648,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $166,384,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $422,000 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,950,635,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,517,000 | 107 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,361,347,000 | 114 |
| Managed Assets ($) | $2,028,881,000 | 100 |
| Personal trust and agency accounts, managed assets | $1,286,994,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,739,000 | 170 |
| Employee benefit-defined benefit accounts, managed assets | $8,673,000 | 156 |
| Other employee benefit and retirement-related accounts, managed assets | $92,063,000 | 159 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $612,728,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $11,684,000 | 241 |
| 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 | $90,105,000 | 154 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $332,466,000 | 144 |
| Personal trust and agency accounts, non-managed assets | $168,767,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $51,200,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,000 | 127 |
| Other retirement accounts, non-managed assets | $31,168,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $77,160,000 | 55 |
| Investment management and advisory agency accounts, non-managed assets | $613,000 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $3,553,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,668,000 | 277 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,171,000 | 111 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,400,939,000 | 111 |
| Managed Assets ($) | $1,991,542,000 | 96 |
| Personal trust and agency accounts, managed assets | $1,271,314,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,430,000 | 189 |
| Employee benefit-defined benefit accounts, managed assets | $8,464,000 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $89,650,000 | 159 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $594,286,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | $11,398,000 | 277 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $87,584,000 | 152 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $409,397,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $223,718,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,241,000 | 160 |
| Employee benefit-defined benefit accounts, non-managed Assets | $269,000 | 157 |
| Other retirement accounts, non-managed assets | $32,051,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $99,057,000 | 55 |
| Investment management and advisory agency accounts, non-managed assets | $528,000 | 280 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
| Other fiduciary accounts, non-managed assets | $3,533,000 | 72 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,509,000 | 351 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,151,000 | 130 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,255,598,000 | 115 |
| Managed Assets ($) | $1,958,943,000 | 95 |
| Personal trust and agency accounts, managed assets | $1,263,381,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,155,000 | 167 |
| Employee benefit-defined benefit accounts, managed assets | $8,641,000 | 157 |
| Other employee benefit and retirement-related accounts, managed assets | $85,087,000 | 167 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $574,109,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $11,570,000 | 232 |
| 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 | $83,164,000 | 157 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $296,655,000 | 144 |
| Personal trust and agency accounts, non-managed assets | $135,286,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $52,064,000 | 148 |
| Employee benefit-defined benefit accounts, non-managed Assets | $261,000 | 133 |
| Other retirement accounts, non-managed assets | $31,336,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $73,403,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | $541,000 | 185 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 153 |
| Other fiduciary accounts, non-managed assets | $3,764,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,420,000 | 279 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,789,000 | 113 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,152,441,000 | 117 |
| Managed Assets ($) | $1,917,307,000 | 98 |
| Personal trust and agency accounts, managed assets | $1,152,891,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,057,000 | 170 |
| Employee benefit-defined benefit accounts, managed assets | $7,773,000 | 160 |
| Other employee benefit and retirement-related accounts, managed assets | $83,211,000 | 165 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $645,958,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | $11,417,000 | 233 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $81,305,000 | 155 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $235,134,000 | 164 |
| Personal trust and agency accounts, non-managed assets | $127,153,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,477,000 | 138 |
| Employee benefit-defined benefit accounts, non-managed Assets | $201,000 | 133 |
| Other retirement accounts, non-managed assets | $31,747,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $7,987,000 | 78 |
| Investment management and advisory agency accounts, non-managed assets | $533,000 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
| Other fiduciary accounts, non-managed assets | $4,036,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,226,000 | 277 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,291,000 | 109 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,015,575,000 | 123 |
| Managed Assets ($) | $1,813,650,000 | 101 |
| Personal trust and agency accounts, managed assets | $1,091,361,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,519,000 | 170 |
| Employee benefit-defined benefit accounts, managed assets | $7,956,000 | 160 |
| Other employee benefit and retirement-related accounts, managed assets | $79,398,000 | 166 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $606,965,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | $11,451,000 | 230 |
| 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 | $77,339,000 | 157 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $201,925,000 | 168 |
| Personal trust and agency accounts, non-managed assets | $101,582,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $61,303,000 | 138 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,000 | 134 |
| Other retirement accounts, non-managed assets | $34,233,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $1,985,000 | 90 |
| Investment management and advisory agency accounts, non-managed assets | $517,000 | 189 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $2,298,000 | 62 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,927,000 | 251 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,246,000 | 103 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,999,736,000 | 122 |
| Managed Assets ($) | $1,734,170,000 | 100 |
| Personal trust and agency accounts, managed assets | $1,074,546,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,006,000 | 189 |
| Employee benefit-defined benefit accounts, managed assets | $8,024,000 | 187 |
| Other employee benefit and retirement-related accounts, managed assets | $78,566,000 | 166 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $544,647,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $11,381,000 | 276 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $76,563,000 | 157 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $265,566,000 | 148 |
| Personal trust and agency accounts, non-managed assets | $160,415,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $61,869,000 | 143 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,000 | 172 |
| Other retirement accounts, non-managed assets | $39,591,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $419,000 | 163 |
| Investment management and advisory agency accounts, non-managed assets | $900,000 | 273 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $2,364,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,869,000 | 260 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,035,000 | 97 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,774,056,000 | 130 |
| Managed Assets ($) | $1,640,680,000 | 101 |
| Personal trust and agency accounts, managed assets | $1,028,736,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,456,000 | 171 |
| Employee benefit-defined benefit accounts, managed assets | $8,317,000 | 160 |
| Other employee benefit and retirement-related accounts, managed assets | $78,130,000 | 162 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $497,844,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $11,197,000 | 235 |
| 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 | $76,178,000 | 155 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $133,376,000 | 203 |
| Personal trust and agency accounts, non-managed assets | $34,537,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $59,609,000 | 139 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,000 | 138 |
| Other retirement accounts, non-managed assets | $36,021,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $97,000 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $608,000 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,000 | 151 |
| Other fiduciary accounts, non-managed assets | $2,484,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $63,239,000 | 225 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $33,457,000 | 100 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,796,866,000 | 131 |
| Managed Assets ($) | $1,658,564,000 | 106 |
| Personal trust and agency accounts, managed assets | $1,076,413,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,446,000 | 168 |
| Employee benefit-defined benefit accounts, managed assets | $9,258,000 | 157 |
| Other employee benefit and retirement-related accounts, managed assets | $80,543,000 | 164 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $461,075,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | $11,829,000 | 235 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $78,483,000 | 154 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $138,302,000 | 201 |
| Personal trust and agency accounts, non-managed assets | $37,467,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $61,158,000 | 140 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,000 | 138 |
| Other retirement accounts, non-managed assets | $36,307,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $129,000 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $633,000 | 176 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,000 | 151 |
| Other fiduciary accounts, non-managed assets | $2,587,000 | 62 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $63,213,000 | 235 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $33,780,000 | 102 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,774,510,000 | 130 |
| Managed Assets ($) | $1,634,011,000 | 104 |
| Personal trust and agency accounts, managed assets | $1,080,755,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,378,000 | 169 |
| Employee benefit-defined benefit accounts, managed assets | $9,635,000 | 158 |
| Other employee benefit and retirement-related accounts, managed assets | $77,988,000 | 168 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $434,257,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | $11,998,000 | 234 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $75,942,000 | 155 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $140,499,000 | 200 |
| Personal trust and agency accounts, non-managed assets | $40,552,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $60,770,000 | 144 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,000 | 137 |
| Other retirement accounts, non-managed assets | $36,163,000 | 98 |
| Corporate trust and agency accounts, non-managed assets | $252,000 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,000 | 149 |
| Other fiduciary accounts, non-managed assets | $2,742,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $63,922,000 | 233 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $33,625,000 | 102 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,728,881,000 | 133 |
| Managed Assets ($) | $1,610,655,000 | 106 |
| Personal trust and agency accounts, managed assets | $1,083,647,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,200,000 | 183 |
| Employee benefit-defined benefit accounts, managed assets | $9,507,000 | 185 |
| Other employee benefit and retirement-related accounts, managed assets | $78,428,000 | 163 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $406,954,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | $11,919,000 | 273 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $76,707,000 | 152 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $118,226,000 | 210 |
| Personal trust and agency accounts, non-managed assets | $20,811,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $58,550,000 | 150 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,000 | 176 |
| Other retirement accounts, non-managed assets | $35,703,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $296,000 | 174 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,000 | 210 |
| Other fiduciary accounts, non-managed assets | $2,847,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $63,785,000 | 271 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $33,209,000 | 118 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,489,191,000 | 144 |
| Managed Assets ($) | $1,371,620,000 | 113 |
| Personal trust and agency accounts, managed assets | $1,096,108,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,555,000 | 167 |
| Employee benefit-defined benefit accounts, managed assets | $9,389,000 | 159 |
| Other employee benefit and retirement-related accounts, managed assets | $74,765,000 | 170 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $158,858,000 | 213 |
| Foundation and endowment trust and agency accounts, managed assets | $11,945,000 | 227 |
| 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 | $73,574,000 | 156 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $117,571,000 | 208 |
| Personal trust and agency accounts, non-managed assets | $21,039,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,511,000 | 144 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,000 | 140 |
| Other retirement accounts, non-managed assets | $36,534,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $458,000 | 109 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $101,000 | 145 |
| Other fiduciary accounts, non-managed assets | $1,917,000 | 70 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $64,105,000 | 233 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,005,000 | 99 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,488,844,000 | 141 |
| Managed Assets ($) | $1,363,563,000 | 113 |
| Personal trust and agency accounts, managed assets | $1,091,514,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,652,000 | 167 |
| Employee benefit-defined benefit accounts, managed assets | $9,647,000 | 157 |
| Other employee benefit and retirement-related accounts, managed assets | $72,701,000 | 174 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $156,825,000 | 213 |
| Foundation and endowment trust and agency accounts, managed assets | $12,224,000 | 228 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $71,451,000 | 153 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $125,281,000 | 205 |
| Personal trust and agency accounts, non-managed assets | $23,460,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $58,904,000 | 141 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,000 | 141 |
| Other retirement accounts, non-managed assets | $38,475,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $2,136,000 | 89 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $201,000 | 139 |
| Other fiduciary accounts, non-managed assets | $2,094,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,874,000 | 235 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,476,000 | 95 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,419,373,000 | 144 |
| Managed Assets ($) | $1,279,497,000 | 119 |
| Personal trust and agency accounts, managed assets | $1,041,124,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,006,000 | 167 |
| Employee benefit-defined benefit accounts, managed assets | $9,375,000 | 155 |
| Other employee benefit and retirement-related accounts, managed assets | $68,150,000 | 179 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $128,863,000 | 230 |
| Foundation and endowment trust and agency accounts, managed assets | $11,979,000 | 224 |
| 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 | $67,207,000 | 158 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $139,876,000 | 201 |
| Personal trust and agency accounts, non-managed assets | $20,102,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,290,000 | 144 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,000 | 141 |
| Other retirement accounts, non-managed assets | $39,878,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $2,517,000 | 86 |
| Investment management and advisory agency accounts, non-managed assets | $17,807,000 | 78 |
| Foundation and endowment trust and agency accounts, non-managed assets | $291,000 | 139 |
| Other fiduciary accounts, non-managed assets | $1,979,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,509,000 | 230 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $39,058,000 | 91 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,462,742,000 | 142 |
| Managed Assets ($) | $1,337,417,000 | 115 |
| Personal trust and agency accounts, managed assets | $1,122,363,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,717,000 | 184 |
| Employee benefit-defined benefit accounts, managed assets | $9,639,000 | 177 |
| Other employee benefit and retirement-related accounts, managed assets | $65,703,000 | 183 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $107,159,000 | 253 |
| Foundation and endowment trust and agency accounts, managed assets | $11,836,000 | 262 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $64,807,000 | 162 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $125,325,000 | 215 |
| Personal trust and agency accounts, non-managed assets | $25,422,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,254,000 | 149 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,000 | 185 |
| Other retirement accounts, non-managed assets | $37,599,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $19,000 | 222 |
| Investment management and advisory agency accounts, non-managed assets | $1,632,000 | 237 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,289,000 | 138 |
| Other fiduciary accounts, non-managed assets | $2,097,000 | 82 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,732,000 | 271 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $36,800,000 | 112 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,405,546,000 | 138 |
| Managed Assets ($) | $1,275,579,000 | 112 |
| Personal trust and agency accounts, managed assets | $1,070,679,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,245,000 | 166 |
| Employee benefit-defined benefit accounts, managed assets | $9,765,000 | 151 |
| Other employee benefit and retirement-related accounts, managed assets | $59,908,000 | 180 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $103,190,000 | 242 |
| Foundation and endowment trust and agency accounts, managed assets | $11,792,000 | 216 |
| 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 | $59,101,000 | 162 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $129,967,000 | 200 |
| Personal trust and agency accounts, non-managed assets | $25,076,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $56,526,000 | 136 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,000 | 139 |
| Other retirement accounts, non-managed assets | $34,134,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $5,702,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $1,694,000 | 144 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,507,000 | 87 |
| Other fiduciary accounts, non-managed assets | $2,315,000 | 62 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $58,088,000 | 230 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $33,338,000 | 105 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,458,614,000 | 135 |
| Managed Assets ($) | $1,242,290,000 | 112 |
| Personal trust and agency accounts, managed assets | $1,044,590,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,464,000 | 166 |
| Employee benefit-defined benefit accounts, managed assets | $9,438,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $56,408,000 | 180 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $99,737,000 | 244 |
| Foundation and endowment trust and agency accounts, managed assets | $11,443,000 | 215 |
| Other fiduciary accounts, managed assets | $1,210,000 | 84 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $55,633,000 | 160 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $216,324,000 | 167 |
| Personal trust and agency accounts, non-managed assets | $24,025,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,165,000 | 135 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,000 | 140 |
| Other retirement accounts, non-managed assets | $38,368,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $1,686,000 | 147 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,532,000 | 87 |
| Other fiduciary accounts, non-managed assets | $90,534,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,009,000 | 234 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,620,000 | 97 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,381,627,000 | 140 |
| Managed Assets ($) | $1,252,546,000 | 113 |
| Personal trust and agency accounts, managed assets | $1,053,870,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,053,000 | 157 |
| Employee benefit-defined benefit accounts, managed assets | $8,585,000 | 154 |
| Other employee benefit and retirement-related accounts, managed assets | $54,073,000 | 183 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $100,491,000 | 243 |
| Foundation and endowment trust and agency accounts, managed assets | $12,474,000 | 212 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $53,204,000 | 164 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $129,081,000 | 201 |
| Personal trust and agency accounts, non-managed assets | $24,895,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,870,000 | 142 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $38,734,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $2,142,000 | 139 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,670,000 | 87 |
| Other fiduciary accounts, non-managed assets | $2,770,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,001,000 | 233 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,985,000 | 93 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,355,796,000 | 139 |
| Managed Assets ($) | $1,197,337,000 | 112 |
| Personal trust and agency accounts, managed assets | $1,001,768,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,932,000 | 150 |
| Employee benefit-defined benefit accounts, managed assets | $9,067,000 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $52,170,000 | 188 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $95,478,000 | 255 |
| Foundation and endowment trust and agency accounts, managed assets | $11,922,000 | 242 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $51,365,000 | 163 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $158,459,000 | 194 |
| Personal trust and agency accounts, non-managed assets | $24,536,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $49,265,000 | 155 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
| Other retirement accounts, non-managed assets | $39,491,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $36,567,000 | 59 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,303,000 | 92 |
| Other fiduciary accounts, non-managed assets | $3,297,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $53,209,000 | 283 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,816,000 | 104 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,355,693,000 | 136 |
| Managed Assets ($) | $1,202,363,000 | 112 |
| Personal trust and agency accounts, managed assets | $1,003,241,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,415,000 | 154 |
| Employee benefit-defined benefit accounts, managed assets | $14,674,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $54,295,000 | 183 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $94,578,000 | 242 |
| Foundation and endowment trust and agency accounts, managed assets | $12,160,000 | 196 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $52,576,000 | 157 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $153,330,000 | 187 |
| Personal trust and agency accounts, non-managed assets | $22,769,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $48,189,000 | 141 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,142,000 | 116 |
| Other retirement accounts, non-managed assets | $37,344,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $33,997,000 | 57 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,645,000 | 80 |
| Other fiduciary accounts, non-managed assets | $3,244,000 | 54 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $88,046,000 | 199 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $36,600,000 | 93 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $261,203,000 | 343 |
| Managed Assets ($) | $160,103,000 | 329 |
| Personal trust and agency accounts, managed assets | $49,641,000 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,433,000 | 155 |
| Employee benefit-defined benefit accounts, managed assets | $9,766,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $37,771,000 | 221 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $31,594,000 | 301 |
| Foundation and endowment trust and agency accounts, managed assets | $8,898,000 | 209 |
| 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 | $36,150,000 | 197 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $101,100,000 | 212 |
| Personal trust and agency accounts, non-managed assets | $23,205,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,236,000 | 144 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $21,459,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $261,000 | 176 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,584,000 | 80 |
| Other fiduciary accounts, non-managed assets | $3,355,000 | 54 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,992,000 | 267 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,753,000 | 126 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $296,681,000 | 325 |
| Managed Assets ($) | $184,075,000 | 320 |
| Personal trust and agency accounts, managed assets | $51,896,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,472,000 | 153 |
| Employee benefit-defined benefit accounts, managed assets | $9,957,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $42,061,000 | 206 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $48,576,000 | 283 |
| Foundation and endowment trust and agency accounts, managed assets | $9,113,000 | 212 |
| 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 | $40,104,000 | 181 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $112,606,000 | 199 |
| Personal trust and agency accounts, non-managed assets | $22,632,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $61,370,000 | 133 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 149 |
| Other retirement accounts, non-managed assets | $18,946,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,022,000 | 76 |
| Other fiduciary accounts, non-managed assets | $3,636,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,622,000 | 267 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,245,000 | 139 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $290,565,000 | 321 |
| Managed Assets ($) | $187,667,000 | 336 |
| Personal trust and agency accounts, managed assets | $52,929,000 | 420 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,359,000 | 162 |
| Employee benefit-defined benefit accounts, managed assets | $9,393,000 | 173 |
| Other employee benefit and retirement-related accounts, managed assets | $39,857,000 | 206 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $55,648,000 | 327 |
| Foundation and endowment trust and agency accounts, managed assets | $8,481,000 | 261 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $30,081,000 | 213 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $102,898,000 | 223 |
| Personal trust and agency accounts, non-managed assets | $23,185,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,825,000 | 142 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 200 |
| Other retirement accounts, non-managed assets | $14,182,000 | 176 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,056,000 | 83 |
| Other fiduciary accounts, non-managed assets | $3,650,000 | 73 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,092,000 | 370 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,916,000 | 225 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $276,651,000 | 318 |
| Managed Assets ($) | $175,632,000 | 316 |
| Personal trust and agency accounts, managed assets | $55,063,000 | 299 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,200,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $9,584,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $38,937,000 | 197 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $31,335,000 | 299 |
| Foundation and endowment trust and agency accounts, managed assets | $8,513,000 | 200 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $37,253,000 | 180 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $101,019,000 | 207 |
| Personal trust and agency accounts, non-managed assets | $16,423,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $54,089,000 | 136 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $14,797,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $4,778,000 | 99 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,361,000 | 71 |
| Other fiduciary accounts, non-managed assets | $3,571,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,382,000 | 273 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,564,000 | 148 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $309,463,000 | 313 |
| Managed Assets ($) | $195,000,000 | 319 |
| Personal trust and agency accounts, managed assets | $63,792,000 | 296 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,001,000 | 130 |
| Employee benefit-defined benefit accounts, managed assets | $11,068,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $42,273,000 | 201 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $32,783,000 | 308 |
| Foundation and endowment trust and agency accounts, managed assets | $10,083,000 | 190 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $40,418,000 | 178 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $114,463,000 | 204 |
| Personal trust and agency accounts, non-managed assets | $18,655,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,551,000 | 142 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $14,704,000 | 131 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $5,297,000 | 93 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,756,000 | 54 |
| Other fiduciary accounts, non-managed assets | $3,500,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,448,000 | 260 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,380,000 | 146 |
| 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 | $321,177,000 | 308 |
| Managed Assets ($) | $196,413,000 | 323 |
| Personal trust and agency accounts, managed assets | $63,586,000 | 299 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,080,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $11,428,000 | 144 |
| Other employee benefit and retirement-related accounts, managed assets | $41,786,000 | 198 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $32,459,000 | 310 |
| Foundation and endowment trust and agency accounts, managed assets | $10,074,000 | 193 |
| 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 | $40,002,000 | 173 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $124,764,000 | 196 |
| Personal trust and agency accounts, non-managed assets | $19,565,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $65,246,000 | 135 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $14,868,000 | 135 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $6,069,000 | 86 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,247,000 | 52 |
| Other fiduciary accounts, non-managed assets | $3,769,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,674,000 | 268 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,565,000 | 148 |
| 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 | $321,041,000 | 305 |
| Managed Assets ($) | $195,511,000 | 338 |
| Personal trust and agency accounts, managed assets | $61,722,000 | 386 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,683,000 | 138 |
| Employee benefit-defined benefit accounts, managed assets | $13,087,000 | 152 |
| Other employee benefit and retirement-related accounts, managed assets | $40,843,000 | 194 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $32,222,000 | 427 |
| Foundation and endowment trust and agency accounts, managed assets | $9,954,000 | 249 |
| 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 | $39,084,000 | 170 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $125,530,000 | 206 |
| Personal trust and agency accounts, non-managed assets | $21,687,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $66,145,000 | 138 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
| Other retirement accounts, non-managed assets | $13,221,000 | 196 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $5,889,000 | 140 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,478,000 | 62 |
| Other fiduciary accounts, non-managed assets | $4,110,000 | 71 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,458,000 | 377 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,905,000 | 235 |
| 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 | $318,563,000 | 294 |
| Managed Assets ($) | $194,543,000 | 302 |
| Personal trust and agency accounts, managed assets | $63,301,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,564,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $12,394,000 | 145 |
| Other employee benefit and retirement-related accounts, managed assets | $39,819,000 | 185 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $32,853,000 | 293 |
| Foundation and endowment trust and agency accounts, managed assets | $9,612,000 | 192 |
| 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 | $38,152,000 | 162 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $124,020,000 | 197 |
| Personal trust and agency accounts, non-managed assets | $23,336,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $64,550,000 | 132 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
| Other retirement accounts, non-managed assets | $13,541,000 | 137 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $4,521,000 | 93 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,887,000 | 54 |
| Other fiduciary accounts, non-managed assets | $4,185,000 | 54 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,597,000 | 270 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,137,000 | 146 |
| 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 | $308,622,000 | 289 |
| Managed Assets ($) | $191,790,000 | 298 |
| Personal trust and agency accounts, managed assets | $62,476,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,368,000 | 135 |
| Employee benefit-defined benefit accounts, managed assets | $12,138,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $38,665,000 | 180 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $36,277,000 | 288 |
| Foundation and endowment trust and agency accounts, managed assets | $8,866,000 | 193 |
| 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 | $37,138,000 | 156 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $116,832,000 | 201 |
| Personal trust and agency accounts, non-managed assets | $24,142,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,198,000 | 132 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $10,934,000 | 154 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $353,000 | 146 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,440,000 | 54 |
| Other fiduciary accounts, non-managed assets | $4,765,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,027,000 | 275 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,576,000 | 169 |
| 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 | $321,025,000 | 291 |
| Managed Assets ($) | $198,993,000 | 301 |
| Personal trust and agency accounts, managed assets | $63,303,000 | 290 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,545,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $13,234,000 | 141 |
| Other employee benefit and retirement-related accounts, managed assets | $39,122,000 | 183 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $35,409,000 | 293 |
| Foundation and endowment trust and agency accounts, managed assets | $9,380,000 | 194 |
| 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 | $36,942,000 | 161 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $122,032,000 | 203 |
| Personal trust and agency accounts, non-managed assets | $26,704,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,279,000 | 132 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $12,323,000 | 139 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $432,000 | 140 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,774,000 | 56 |
| Other fiduciary accounts, non-managed assets | $4,520,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $35,796,000 | 267 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,921,000 | 153 |
| 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 | $321,390,000 | 295 |
| Managed Assets ($) | $202,524,000 | 313 |
| Personal trust and agency accounts, managed assets | $60,228,000 | 386 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,994,000 | 134 |
| Employee benefit-defined benefit accounts, managed assets | $12,928,000 | 160 |
| Other employee benefit and retirement-related accounts, managed assets | $37,650,000 | 184 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $44,567,000 | 365 |
| Foundation and endowment trust and agency accounts, managed assets | $9,157,000 | 234 |
| 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 | $35,581,000 | 165 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $118,866,000 | 214 |
| Personal trust and agency accounts, non-managed assets | $27,582,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $62,591,000 | 137 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
| Other retirement accounts, non-managed assets | $11,962,000 | 201 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $462,000 | 266 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,158,000 | 61 |
| Other fiduciary accounts, non-managed assets | $2,111,000 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,704,000 | 358 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,466,000 | 263 |
| 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 | $341,169,000 | 279 |
| Managed Assets ($) | $202,127,000 | 292 |
| Personal trust and agency accounts, managed assets | $67,754,000 | 277 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,696,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $13,506,000 | 145 |
| Other employee benefit and retirement-related accounts, managed assets | $36,928,000 | 178 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $45,243,000 | 287 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $139,042,000 | 189 |
| Personal trust and agency accounts, non-managed assets | $42,412,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $62,069,000 | 130 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $10,806,000 | 153 |
| 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 | $23,755,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,971,000 | 271 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $331,078,000 | 278 |
| Managed Assets ($) | $194,910,000 | 299 |
| Personal trust and agency accounts, managed assets | $67,214,000 | 276 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,684,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $12,808,000 | 144 |
| Other employee benefit and retirement-related accounts, managed assets | $32,230,000 | 190 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $43,974,000 | 298 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $136,168,000 | 186 |
| Personal trust and agency accounts, non-managed assets | $44,087,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $56,933,000 | 132 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $10,527,000 | 159 |
| 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 | $24,621,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,042,000 | 283 |
| 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 | $315,649,000 | 279 |
| Managed Assets ($) | $186,881,000 | 298 |
| Personal trust and agency accounts, managed assets | $71,633,000 | 267 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,139,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $11,760,000 | 145 |
| Other employee benefit and retirement-related accounts, managed assets | $29,419,000 | 192 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $36,930,000 | 305 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $128,768,000 | 183 |
| Personal trust and agency accounts, non-managed assets | $35,895,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $51,271,000 | 133 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $10,695,000 | 149 |
| 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 | $30,907,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,834,000 | 288 |
| 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 | $336,729,000 | 283 |
| Managed Assets ($) | $192,513,000 | 318 |
| Personal trust and agency accounts, managed assets | $74,132,000 | 320 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,556,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $11,438,000 | 158 |
| Other employee benefit and retirement-related accounts, managed assets | $31,144,000 | 193 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $38,243,000 | 412 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $144,216,000 | 190 |
| Personal trust and agency accounts, non-managed assets | $38,269,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $58,929,000 | 141 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $9,883,000 | 249 |
| 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 | $37,135,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,028,000 | 390 |
| 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 | $361,166,000 | 284 |
| Managed Assets ($) | $207,558,000 | 313 |
| Personal trust and agency accounts, managed assets | $116,577,000 | 246 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,074,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $9,999,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $34,908,000 | 187 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $153,608,000 | 184 |
| Personal trust and agency accounts, non-managed assets | $43,001,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $62,668,000 | 133 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $11,470,000 | 167 |
| 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 | $36,469,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $35,833,000 | 291 |
| 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 | $375,699,000 | 289 |
| Managed Assets ($) | $217,257,000 | 315 |
| Personal trust and agency accounts, managed assets | $117,396,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,420,000 | 119 |
| Employee benefit-defined benefit accounts, managed assets | $11,416,000 | 151 |
| Other employee benefit and retirement-related accounts, managed assets | $38,025,000 | 185 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 394 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $158,442,000 | 190 |
| Personal trust and agency accounts, non-managed assets | $49,009,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $65,812,000 | 140 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $11,296,000 | 173 |
| 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 | $32,325,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,570,000 | 293 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $380,848,000 | 296 |
| Managed Assets ($) | $220,467,000 | 326 |
| Personal trust and agency accounts, managed assets | $118,275,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,114,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $11,492,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $38,586,000 | 183 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 400 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $160,381,000 | 193 |
| Personal trust and agency accounts, non-managed assets | $49,852,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $65,128,000 | 142 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $12,216,000 | 162 |
| 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 | $33,185,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,720,000 | 305 |
| 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 | $391,231,000 | 298 |
| Managed Assets ($) | $224,424,000 | 334 |
| Personal trust and agency accounts, managed assets | $119,314,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,582,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $13,041,000 | 161 |
| Other employee benefit and retirement-related accounts, managed assets | $39,487,000 | 183 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 880 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $166,807,000 | 199 |
| Personal trust and agency accounts, non-managed assets | $51,924,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $66,909,000 | 151 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $12,159,000 | 234 |
| 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 | $35,815,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $35,304,000 | 394 |
| 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 | $371,014,000 | 301 |
| Managed Assets ($) | $230,964,000 | 315 |
| Personal trust and agency accounts, managed assets | $121,251,000 | 251 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,312,000 | 119 |
| Employee benefit-defined benefit accounts, managed assets | $13,439,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $37,962,000 | 187 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 380 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $140,050,000 | 205 |
| Personal trust and agency accounts, non-managed assets | $62,433,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $62,377,000 | 148 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
| Other retirement accounts, non-managed assets | $15,240,000 | 147 |
| 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 | $34,269,000 | 299 |
| 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 | $367,578,000 | 308 |
| Managed Assets ($) | $226,547,000 | 322 |
| Personal trust and agency accounts, managed assets | $117,543,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,640,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $13,035,000 | 152 |
| Other employee benefit and retirement-related accounts, managed assets | $37,329,000 | 186 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 384 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $141,031,000 | 209 |
| Personal trust and agency accounts, non-managed assets | $64,375,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $62,386,000 | 152 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $14,256,000 | 156 |
| Corporate trust and agency accounts, non-managed assets | $14,000 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,132,000 | 302 |
| 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 | $354,968,000 | 307 |
| Managed Assets ($) | $220,628,000 | 327 |
| Personal trust and agency accounts, managed assets | $114,597,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,898,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $12,597,000 | 154 |
| Other employee benefit and retirement-related accounts, managed assets | $35,536,000 | 186 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $134,340,000 | 210 |
| Personal trust and agency accounts, non-managed assets | $59,567,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $60,240,000 | 154 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $14,518,000 | 152 |
| Corporate trust and agency accounts, non-managed assets | $15,000 | 167 |
| 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 | $32,999,000 | 300 |
| 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 | $344,714,000 | 313 |
| Managed Assets ($) | $211,060,000 | 345 |
| Personal trust and agency accounts, managed assets | $107,472,000 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,564,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $12,447,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $33,577,000 | 188 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 891 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $133,654,000 | 217 |
| Personal trust and agency accounts, non-managed assets | $60,525,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $59,459,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $13,655,000 | 219 |
| Corporate trust and agency accounts, non-managed assets | $15,000 | 336 |
| 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 | $32,559,000 | 399 |
| 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 | $335,653,000 | 315 |
| Managed Assets ($) | $208,288,000 | 317 |
| Personal trust and agency accounts, managed assets | $82,559,000 | 286 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,830,000 | 154 |
| Employee benefit-defined benefit accounts, managed assets | $6,630,000 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $18,072,000 | 239 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 365 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $66,197,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $127,365,000 | 220 |
| Personal trust and agency accounts, non-managed assets | $63,196,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $51,671,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $12,483,000 | 163 |
| Corporate trust and agency accounts, non-managed assets | $15,000 | 175 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,608,000 | 297 |
| 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 | $346,210,000 | 315 |
| Managed Assets ($) | $217,124,000 | 313 |
| Personal trust and agency accounts, managed assets | $90,902,000 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,453,000 | 148 |
| Employee benefit-defined benefit accounts, managed assets | $6,645,000 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $17,720,000 | 244 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $66,404,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $129,086,000 | 227 |
| Personal trust and agency accounts, non-managed assets | $66,850,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,015,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $12,206,000 | 168 |
| Corporate trust and agency accounts, non-managed assets | $15,000 | 178 |
| 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 | $30,619,000 | 300 |
| 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 | $348,366,000 | 313 |
| Managed Assets ($) | $217,587,000 | 313 |
| Personal trust and agency accounts, managed assets | $90,291,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,394,000 | 161 |
| Employee benefit-defined benefit accounts, managed assets | $6,309,000 | 185 |
| Other employee benefit and retirement-related accounts, managed assets | $16,424,000 | 255 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $70,169,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $130,779,000 | 227 |
| Personal trust and agency accounts, non-managed assets | $67,276,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $51,567,000 | 163 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $11,921,000 | 173 |
| Corporate trust and agency accounts, non-managed assets | $15,000 | 181 |
| 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 | $30,694,000 | 306 |
| 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 | $338,954,000 | 318 |
| Managed Assets ($) | $210,253,000 | 330 |
| Personal trust and agency accounts, managed assets | $85,698,000 | 321 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,740,000 | 194 |
| Employee benefit-defined benefit accounts, managed assets | $6,678,000 | 225 |
| Other employee benefit and retirement-related accounts, managed assets | $14,659,000 | 306 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 918 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $71,478,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $128,701,000 | 235 |
| Personal trust and agency accounts, non-managed assets | $69,001,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $49,260,000 | 178 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $10,425,000 | 259 |
| Corporate trust and agency accounts, non-managed assets | $15,000 | 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 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,872,000 | 418 |
| 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 | $314,675,000 | 324 |
| Managed Assets ($) | $213,232,000 | 303 |
| Personal trust and agency accounts, managed assets | $85,079,000 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,672,000 | 166 |
| Employee benefit-defined benefit accounts, managed assets | $6,635,000 | 185 |
| Other employee benefit and retirement-related accounts, managed assets | $15,125,000 | 243 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 370 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $72,721,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $101,443,000 | 232 |
| Personal trust and agency accounts, non-managed assets | $42,042,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $48,522,000 | 168 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
| Other retirement accounts, non-managed assets | $10,864,000 | 173 |
| Corporate trust and agency accounts, non-managed assets | $15,000 | 178 |
| 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 | $29,470,000 | 297 |
| 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 | $308,867,000 | 325 |
| Managed Assets ($) | $203,571,000 | 313 |
| Personal trust and agency accounts, managed assets | $79,242,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,638,000 | 173 |
| Employee benefit-defined benefit accounts, managed assets | $6,097,000 | 189 |
| Other employee benefit and retirement-related accounts, managed assets | $14,662,000 | 249 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 384 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $70,932,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $105,296,000 | 231 |
| Personal trust and agency accounts, non-managed assets | $46,806,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,454,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $11,021,000 | 171 |
| Corporate trust and agency accounts, non-managed assets | $15,000 | 182 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,914,000 | 307 |
| 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 | $299,534,000 | 329 |
| Managed Assets ($) | $203,403,000 | 320 |
| Personal trust and agency accounts, managed assets | $77,940,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,752,000 | 169 |
| Employee benefit-defined benefit accounts, managed assets | $5,911,000 | 192 |
| Other employee benefit and retirement-related accounts, managed assets | $14,522,000 | 254 |
| Corporate trust and agency accounts, managed assets | $1,472,000 | 84 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 383 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $69,806,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $96,131,000 | 235 |
| Personal trust and agency accounts, non-managed assets | $38,248,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $46,842,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $11,007,000 | 172 |
| Corporate trust and agency accounts, non-managed assets | $34,000 | 178 |
| 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 | $29,090,000 | 308 |
| 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 | $338,013,000 | 308 |
| Managed Assets ($) | $217,091,000 | 315 |
| Personal trust and agency accounts, managed assets | $81,332,000 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,287,000 | 186 |
| Employee benefit-defined benefit accounts, managed assets | $6,355,000 | 226 |
| Other employee benefit and retirement-related accounts, managed assets | $14,200,000 | 295 |
| Corporate trust and agency accounts, managed assets | $1,470,000 | 156 |
| Investment management and investment advisory agency accounts, managed assets | $8,467,000 | 661 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $70,980,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $120,922,000 | 242 |
| Personal trust and agency accounts, non-managed assets | $61,506,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $48,218,000 | 170 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $11,135,000 | 241 |
| Corporate trust and agency accounts, non-managed assets | $63,000 | 318 |
| 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 | $0 | 996 |
| 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 | $322,549,000 | 305 |
| Managed Assets ($) | $209,684,000 | 303 |
| Personal trust and agency accounts, managed assets | $81,936,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,006,000 | 174 |
| Employee benefit-defined benefit accounts, managed assets | $5,692,000 | 190 |
| Other employee benefit and retirement-related accounts, managed assets | $13,907,000 | 247 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $8,462,000 | 348 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $66,681,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $112,865,000 | 228 |
| Personal trust and agency accounts, non-managed assets | $57,339,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $44,486,000 | 160 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $10,558,000 | 176 |
| Corporate trust and agency accounts, non-managed assets | $482,000 | 152 |
| 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 | $0 | 404 |
| 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 | $325,749,000 | 306 |
| Managed Assets ($) | $216,039,000 | 302 |
| Personal trust and agency accounts, managed assets | $84,097,000 | 282 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,319,000 | 168 |
| Employee benefit-defined benefit accounts, managed assets | $6,009,000 | 192 |
| Other employee benefit and retirement-related accounts, managed assets | $13,779,000 | 249 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $8,344,000 | 349 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $67,491,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $109,710,000 | 232 |
| Personal trust and agency accounts, non-managed assets | $54,476,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $44,222,000 | 160 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $10,552,000 | 179 |
| Corporate trust and agency accounts, non-managed assets | $460,000 | 159 |
| 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 | $0 | 409 |
| 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 | $299,091,000 | 325 |
| Managed Assets ($) | $211,030,000 | 313 |
| Personal trust and agency accounts, managed assets | $78,707,000 | 296 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,885,000 | 169 |
| Employee benefit-defined benefit accounts, managed assets | $5,471,000 | 195 |
| Other employee benefit and retirement-related accounts, managed assets | $14,764,000 | 241 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $8,521,000 | 352 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $67,682,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $88,061,000 | 252 |
| Personal trust and agency accounts, non-managed assets | $33,082,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $43,882,000 | 162 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $10,637,000 | 180 |
| Corporate trust and agency accounts, non-managed assets | $460,000 | 162 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 416 |
| 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 | $294,300,000 | 338 |
| Managed Assets ($) | $206,007,000 | 333 |
| Personal trust and agency accounts, managed assets | $76,388,000 | 341 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,869,000 | 187 |
| Employee benefit-defined benefit accounts, managed assets | $5,837,000 | 239 |
| Other employee benefit and retirement-related accounts, managed assets | $14,541,000 | 277 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $8,516,000 | 645 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $65,856,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $88,293,000 | 276 |
| Personal trust and agency accounts, non-managed assets | $33,638,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $42,960,000 | 186 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $11,237,000 | 246 |
| Corporate trust and agency accounts, non-managed assets | $458,000 | 298 |
| 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 | $0 | 1,022 |
| 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 | $279,457,000 | 344 |
| Managed Assets ($) | $196,172,000 | 315 |
| Personal trust and agency accounts, managed assets | $76,636,000 | 301 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,734,000 | 182 |
| Employee benefit-defined benefit accounts, managed assets | $4,232,000 | 206 |
| Other employee benefit and retirement-related accounts, managed assets | $13,705,000 | 249 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $8,496,000 | 356 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $61,369,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $83,285,000 | 263 |
| Personal trust and agency accounts, non-managed assets | $34,115,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $38,176,000 | 181 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $10,536,000 | 189 |
| Corporate trust and agency accounts, non-managed assets | $458,000 | 168 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 430 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $276,914,000 | 348 |
| Managed Assets ($) | $195,879,000 | 318 |
| Personal trust and agency accounts, managed assets | $79,491,000 | 298 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,595,000 | 184 |
| Employee benefit-defined benefit accounts, managed assets | $4,606,000 | 203 |
| Other employee benefit and retirement-related accounts, managed assets | $12,648,000 | 249 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $8,492,000 | 358 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $59,047,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $81,035,000 | 267 |
| Personal trust and agency accounts, non-managed assets | $32,206,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $38,033,000 | 178 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $10,339,000 | 188 |
| Corporate trust and agency accounts, non-managed assets | $457,000 | 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 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 431 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $267,910,000 | 352 |
| Managed Assets ($) | $190,758,000 | 326 |
| Personal trust and agency accounts, managed assets | $79,965,000 | 307 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,373,000 | 183 |
| Employee benefit-defined benefit accounts, managed assets | $4,244,000 | 212 |
| Other employee benefit and retirement-related accounts, managed assets | $12,604,000 | 246 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $8,377,000 | 359 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $54,195,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $77,152,000 | 272 |
| Personal trust and agency accounts, non-managed assets | $32,543,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $34,443,000 | 186 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $9,705,000 | 194 |
| Corporate trust and agency accounts, non-managed assets | $461,000 | 179 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 442 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $264,377,000 | 360 |
| Managed Assets ($) | $186,459,000 | 347 |
| Personal trust and agency accounts, managed assets | $79,081,000 | 343 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,321,000 | 207 |
| Employee benefit-defined benefit accounts, managed assets | $4,678,000 | 265 |
| Other employee benefit and retirement-related accounts, managed assets | $13,181,000 | 286 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $8,111,000 | 636 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $53,087,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $77,918,000 | 292 |
| Personal trust and agency accounts, non-managed assets | $33,289,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $34,973,000 | 193 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $9,197,000 | 274 |
| Corporate trust and agency accounts, non-managed assets | $459,000 | 302 |
| 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 | $0 | 1,046 |
| 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 | $297,056,000 | 321 |
| Managed Assets ($) | $202,650,000 | 327 |
| Personal trust and agency accounts, managed assets | $43,536,000 | 472 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $97,886,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $8,845,000 | 204 |
| Other employee benefit and retirement-related accounts, managed assets | $9,503,000 | 328 |
| Corporate trust and agency accounts, managed assets | $39,212,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 857 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,668,000 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $94,406,000 | 251 |
| Personal trust and agency accounts, non-managed assets | $2,767,000 | 488 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $41,290,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $0 | 833 |
| Corporate trust and agency accounts, non-managed assets | $50,349,000 | 119 |
| 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 | $0 | 969 |
| 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 |