Home > Citizens Business Bank > Total Fiduciary and Related Assets
Citizens Business Bank, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,012,181,000 | 145 |
| Managed Assets ($) | $2,814,830,000 | 109 |
| Personal trust and agency accounts, managed assets | $269,000,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,926,000 | 182 |
| Employee benefit-defined benefit accounts, managed assets | $46,103,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $68,760,000 | 250 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $2,331,591,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $84,450,000 | 151 |
| 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 | $52,584,000 | 276 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $197,351,000 | 219 |
| Personal trust and agency accounts, non-managed assets | $0 | 630 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,546,000 | 250 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,995,000 | 114 |
| Other retirement accounts, non-managed assets | $152,641,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 392 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,161,000 | 57 |
| Other fiduciary accounts, non-managed assets | $8,000 | 153 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $360,657,000 | 153 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $541,000 | 554 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,899,665,000 | 144 |
| Managed Assets ($) | $2,673,969,000 | 112 |
| Personal trust and agency accounts, managed assets | $300,348,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,209,000 | 155 |
| Employee benefit-defined benefit accounts, managed assets | $42,725,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $63,730,000 | 226 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $2,182,337,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | $70,620,000 | 147 |
| 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 | $49,042,000 | 237 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $225,696,000 | 185 |
| Personal trust and agency accounts, non-managed assets | $0 | 310 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $48,167,000 | 134 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,823,000 | 101 |
| Other retirement accounts, non-managed assets | $143,833,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Foundation and endowment trust and agency accounts, non-managed assets | $31,775,000 | 57 |
| Other fiduciary accounts, non-managed assets | $98,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $343,529,000 | 147 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,696,000 | 250 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,601,371,000 | 148 |
| Managed Assets ($) | $2,405,631,000 | 116 |
| Personal trust and agency accounts, managed assets | $354,113,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,130,000 | 159 |
| Employee benefit-defined benefit accounts, managed assets | $49,280,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $65,491,000 | 244 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $1,918,231,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $386,000 | 343 |
| Other fiduciary accounts, managed assets | $0 | 152 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $50,126,000 | 265 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $195,740,000 | 209 |
| Personal trust and agency accounts, non-managed assets | $0 | 364 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,978,000 | 151 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,958,000 | 103 |
| Other retirement accounts, non-managed assets | $145,706,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 288 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $98,000 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $377,024,000 | 144 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,740,000 | 296 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,443,963,000 | 162 |
| Managed Assets ($) | $2,253,090,000 | 129 |
| Personal trust and agency accounts, managed assets | $356,327,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,503,000 | 139 |
| Employee benefit-defined benefit accounts, managed assets | $48,544,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $68,681,000 | 219 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $1,761,662,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $373,000 | 301 |
| Other fiduciary accounts, managed assets | $0 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $52,455,000 | 236 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $190,873,000 | 205 |
| Personal trust and agency accounts, non-managed assets | $0 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,251,000 | 140 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,870,000 | 104 |
| Other retirement accounts, non-managed assets | $141,653,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $99,000 | 66 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $374,764,000 | 149 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,682,000 | 259 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,103,204,000 | 172 |
| Managed Assets ($) | $1,916,913,000 | 137 |
| Personal trust and agency accounts, managed assets | $349,380,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,831,000 | 177 |
| Employee benefit-defined benefit accounts, managed assets | $47,347,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $69,672,000 | 238 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $1,433,329,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $354,000 | 494 |
| Other fiduciary accounts, managed assets | $0 | 208 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $53,574,000 | 264 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $186,291,000 | 224 |
| Personal trust and agency accounts, non-managed assets | $0 | 641 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,178,000 | 162 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,566,000 | 111 |
| Other retirement accounts, non-managed assets | $135,448,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 205 |
| Other fiduciary accounts, non-managed assets | $99,000 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $365,541,000 | 163 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,694,000 | 458 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,903,218,000 | 176 |
| Managed Assets ($) | $1,722,306,000 | 144 |
| Personal trust and agency accounts, managed assets | $436,706,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,540,000 | 144 |
| Employee benefit-defined benefit accounts, managed assets | $46,495,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $67,643,000 | 224 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,153,405,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | $517,000 | 313 |
| Other fiduciary accounts, managed assets | $0 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $54,559,000 | 233 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $180,912,000 | 211 |
| Personal trust and agency accounts, non-managed assets | $0 | 308 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $46,864,000 | 152 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,314,000 | 103 |
| Other retirement accounts, non-managed assets | $130,635,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $99,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $323,552,000 | 158 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,490,000 | 270 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,500,442,000 | 129 |
| Managed Assets ($) | $2,327,593,000 | 101 |
| Personal trust and agency accounts, managed assets | $1,159,071,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,602,000 | 155 |
| Employee benefit-defined benefit accounts, managed assets | $48,154,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $71,609,000 | 219 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,029,613,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | $544,000 | 333 |
| 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 | $59,151,000 | 237 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $172,849,000 | 199 |
| Personal trust and agency accounts, non-managed assets | $0 | 335 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $46,856,000 | 154 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,530,000 | 95 |
| Other retirement accounts, non-managed assets | $122,368,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 229 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $95,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $342,339,000 | 140 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $591,000 | 348 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,679,313,000 | 134 |
| Managed Assets ($) | $2,494,952,000 | 103 |
| Personal trust and agency accounts, managed assets | $1,285,458,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,221,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $66,586,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $79,169,000 | 214 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $1,041,896,000 | 92 |
| Foundation and endowment trust and agency accounts, managed assets | $622,000 | 286 |
| Other fiduciary accounts, managed assets | $0 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $65,283,000 | 220 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $184,361,000 | 186 |
| Personal trust and agency accounts, non-managed assets | $0 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $46,813,000 | 148 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,152,000 | 91 |
| Other retirement accounts, non-managed assets | $133,301,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 136 |
| Other fiduciary accounts, non-managed assets | $95,000 | 61 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $374,241,000 | 127 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $706,000 | 289 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,724,127,000 | 134 |
| Managed Assets ($) | $2,529,774,000 | 101 |
| Personal trust and agency accounts, managed assets | $1,351,126,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,141,000 | 190 |
| Employee benefit-defined benefit accounts, managed assets | $71,161,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $80,823,000 | 232 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $1,009,869,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $654,000 | 453 |
| Other fiduciary accounts, managed assets | $0 | 216 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $66,147,000 | 246 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $194,353,000 | 198 |
| Personal trust and agency accounts, non-managed assets | $0 | 617 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $51,801,000 | 162 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,297,000 | 105 |
| Other retirement accounts, non-managed assets | $138,164,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
| Other fiduciary accounts, non-managed assets | $91,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $392,466,000 | 137 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $750,000 | 570 |
| 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 | $2,581,298,000 | 137 |
| Managed Assets ($) | $2,388,585,000 | 106 |
| Personal trust and agency accounts, managed assets | $1,309,279,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,646,000 | 139 |
| Employee benefit-defined benefit accounts, managed assets | $70,322,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $71,665,000 | 222 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $914,852,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $821,000 | 266 |
| 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 | $57,239,000 | 234 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $192,713,000 | 185 |
| Personal trust and agency accounts, non-managed assets | $0 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $51,074,000 | 145 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,289,000 | 96 |
| Other retirement accounts, non-managed assets | $137,254,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
| Other fiduciary accounts, non-managed assets | $96,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $380,891,000 | 125 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,605,000 | 256 |
| 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 | $2,588,925,000 | 136 |
| Managed Assets ($) | $2,396,508,000 | 105 |
| Personal trust and agency accounts, managed assets | $1,313,986,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,259,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $70,557,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $70,749,000 | 238 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $912,130,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $827,000 | 310 |
| 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 | $57,267,000 | 254 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $192,417,000 | 198 |
| Personal trust and agency accounts, non-managed assets | $0 | 318 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $51,135,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,163,000 | 103 |
| Other retirement accounts, non-managed assets | $137,028,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $91,000 | 66 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $368,659,000 | 129 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,676,000 | 297 |
| 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 | $2,467,603,000 | 134 |
| Managed Assets ($) | $2,285,077,000 | 105 |
| Personal trust and agency accounts, managed assets | $1,278,322,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,628,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $68,547,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $69,273,000 | 225 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $840,521,000 | 105 |
| Foundation and endowment trust and agency accounts, managed assets | $786,000 | 268 |
| 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 | $56,302,000 | 232 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $182,526,000 | 187 |
| Personal trust and agency accounts, non-managed assets | $0 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,574,000 | 145 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,934,000 | 96 |
| Other retirement accounts, non-managed assets | $127,925,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $93,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $353,377,000 | 127 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,644,000 | 256 |
| 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 | $2,354,638,000 | 136 |
| Managed Assets ($) | $2,176,184,000 | 108 |
| Personal trust and agency accounts, managed assets | $1,162,255,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,084,000 | 139 |
| Employee benefit-defined benefit accounts, managed assets | $67,561,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $61,984,000 | 249 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $854,116,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $2,184,000 | 416 |
| 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 | $52,898,000 | 258 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $178,454,000 | 201 |
| Personal trust and agency accounts, non-managed assets | $0 | 640 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $48,527,000 | 165 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,788,000 | 111 |
| Other retirement accounts, non-managed assets | $126,036,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 352 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
| Other fiduciary accounts, non-managed assets | $103,000 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $413,168,000 | 129 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,840,000 | 433 |
| 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 | $2,250,753,000 | 133 |
| Managed Assets ($) | $2,083,315,000 | 108 |
| Personal trust and agency accounts, managed assets | $1,087,214,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,363,000 | 102 |
| Employee benefit-defined benefit accounts, managed assets | $63,143,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $56,804,000 | 229 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $835,581,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $2,210,000 | 259 |
| 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 | $48,517,000 | 231 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $167,438,000 | 190 |
| Personal trust and agency accounts, non-managed assets | $0 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $46,220,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,321,000 | 101 |
| Other retirement accounts, non-managed assets | $117,802,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 192 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $95,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $385,031,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,482,000 | 247 |
| 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 | $2,182,432,000 | 134 |
| Managed Assets ($) | $2,023,032,000 | 106 |
| Personal trust and agency accounts, managed assets | $1,053,291,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,218,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $61,585,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $55,166,000 | 240 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $813,627,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | $2,145,000 | 295 |
| 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 | $47,247,000 | 251 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $159,400,000 | 204 |
| Personal trust and agency accounts, non-managed assets | $0 | 316 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $43,938,000 | 157 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,053,000 | 107 |
| Other retirement accounts, non-managed assets | $112,290,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
| Other fiduciary accounts, non-managed assets | $119,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $369,931,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,305,000 | 292 |
| 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 | $2,113,340,000 | 131 |
| Managed Assets ($) | $1,946,956,000 | 104 |
| Personal trust and agency accounts, managed assets | $967,542,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,585,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $57,051,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $47,411,000 | 232 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $837,459,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $1,908,000 | 262 |
| 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 | $40,183,000 | 232 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $166,384,000 | 183 |
| Personal trust and agency accounts, non-managed assets | $0 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,266,000 | 128 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,576,000 | 102 |
| Other retirement accounts, non-managed assets | $100,450,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
| Other fiduciary accounts, non-managed assets | $92,000 | 71 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $342,242,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,145,000 | 262 |
| 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 | $2,195,372,000 | 134 |
| Managed Assets ($) | $2,012,521,000 | 111 |
| Personal trust and agency accounts, managed assets | $998,673,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,594,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $65,530,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $55,670,000 | 250 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $848,828,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | $2,226,000 | 415 |
| 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 | $47,475,000 | 257 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $182,851,000 | 191 |
| Personal trust and agency accounts, non-managed assets | $0 | 664 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,896,000 | 146 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,180,000 | 117 |
| Other retirement accounts, non-managed assets | $115,671,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 361 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
| Other fiduciary accounts, non-managed assets | $104,000 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $390,583,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,563,000 | 478 |
| 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 | $2,144,182,000 | 134 |
| Managed Assets ($) | $1,961,768,000 | 110 |
| Personal trust and agency accounts, managed assets | $978,220,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,029,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $62,801,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $49,942,000 | 239 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $827,628,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | $2,148,000 | 267 |
| 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 | $43,435,000 | 237 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $182,414,000 | 179 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $64,712,000 | 134 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,968,000 | 105 |
| Other retirement accounts, non-managed assets | $114,632,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
| Other fiduciary accounts, non-managed assets | $101,000 | 70 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $410,223,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,770,000 | 248 |
| 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 | $2,205,024,000 | 129 |
| Managed Assets ($) | $2,026,568,000 | 108 |
| Personal trust and agency accounts, managed assets | $967,698,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $48,044,000 | 102 |
| Employee benefit-defined benefit accounts, managed assets | $52,758,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $51,125,000 | 248 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $904,503,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $2,440,000 | 290 |
| 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 | $45,314,000 | 247 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $178,456,000 | 182 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 306 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,241,000 | 142 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,956,000 | 109 |
| Other retirement accounts, non-managed assets | $112,164,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
| Other fiduciary accounts, non-managed assets | $94,000 | 72 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $380,744,000 | 130 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,495,000 | 288 |
| 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 | $2,096,895,000 | 134 |
| Managed Assets ($) | $1,920,480,000 | 110 |
| Personal trust and agency accounts, managed assets | $958,564,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,660,000 | 102 |
| Employee benefit-defined benefit accounts, managed assets | $51,797,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $51,752,000 | 242 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $805,226,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | $2,481,000 | 291 |
| 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 | $46,378,000 | 246 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $176,415,000 | 186 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 303 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $62,993,000 | 145 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,893,000 | 109 |
| Other retirement accounts, non-managed assets | $110,423,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $105,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $405,631,000 | 125 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,579,000 | 290 |
| 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 | $1,968,529,000 | 133 |
| Managed Assets ($) | $1,796,457,000 | 108 |
| Personal trust and agency accounts, managed assets | $901,638,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,264,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $48,519,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $46,093,000 | 253 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $750,593,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $2,350,000 | 408 |
| 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 | $41,178,000 | 251 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $172,072,000 | 189 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 666 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $66,102,000 | 143 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,582,000 | 127 |
| Other retirement accounts, non-managed assets | $103,279,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
| Other fiduciary accounts, non-managed assets | $108,000 | 109 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $386,342,000 | 129 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,373,000 | 484 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,972,401,000 | 134 |
| Managed Assets ($) | $1,792,585,000 | 116 |
| Personal trust and agency accounts, managed assets | $959,825,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,742,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $52,778,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $49,084,000 | 248 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $653,833,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | $25,323,000 | 203 |
| 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 | $44,191,000 | 244 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $179,816,000 | 189 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 309 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $66,710,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,923,000 | 111 |
| Other retirement accounts, non-managed assets | $110,077,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $105,000 | 70 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $406,750,000 | 122 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,612,000 | 289 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,938,061,000 | 134 |
| Managed Assets ($) | $1,760,912,000 | 114 |
| Personal trust and agency accounts, managed assets | $941,917,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,683,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $51,946,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $47,683,000 | 249 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $602,479,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | $66,204,000 | 130 |
| 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 | $42,800,000 | 247 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $177,149,000 | 189 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $64,713,000 | 148 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,780,000 | 114 |
| Other retirement accounts, non-managed assets | $109,547,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $108,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $395,821,000 | 127 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,513,000 | 287 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,918,166,000 | 138 |
| Managed Assets ($) | $1,742,238,000 | 116 |
| Personal trust and agency accounts, managed assets | $943,745,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $49,975,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $52,576,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $47,891,000 | 246 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $577,653,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | $70,398,000 | 127 |
| 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 | $42,962,000 | 242 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $175,928,000 | 192 |
| Personal trust and agency accounts, non-managed assets | $402,000 | 295 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $64,027,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,742,000 | 113 |
| Other retirement accounts, non-managed assets | $108,649,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $108,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $374,893,000 | 129 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,549,000 | 288 |
| 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 | $2,326,850,000 | 121 |
| Managed Assets ($) | $2,154,796,000 | 100 |
| Personal trust and agency accounts, managed assets | $970,647,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $54,420,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $56,181,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $50,505,000 | 244 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $955,315,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $67,728,000 | 133 |
| 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 | $45,334,000 | 246 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $172,054,000 | 195 |
| Personal trust and agency accounts, non-managed assets | $407,000 | 552 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $61,260,000 | 150 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,733,000 | 132 |
| Other retirement accounts, non-managed assets | $107,546,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
| Other fiduciary accounts, non-managed assets | $108,000 | 119 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $363,532,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,888,000 | 478 |
| 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 | $2,304,474,000 | 121 |
| Managed Assets ($) | $2,134,201,000 | 99 |
| Personal trust and agency accounts, managed assets | $954,936,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,326,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $55,338,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $50,700,000 | 234 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $948,169,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | $69,732,000 | 124 |
| 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 | $45,530,000 | 236 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $170,273,000 | 195 |
| Personal trust and agency accounts, non-managed assets | $394,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $58,337,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,664,000 | 112 |
| Other retirement accounts, non-managed assets | $108,770,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $108,000 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $351,134,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,888,000 | 281 |
| 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 | $2,284,511,000 | 118 |
| Managed Assets ($) | $2,115,599,000 | 96 |
| Personal trust and agency accounts, managed assets | $960,676,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,837,000 | 136 |
| Employee benefit-defined benefit accounts, managed assets | $54,298,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $76,340,000 | 189 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $917,586,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | $78,862,000 | 114 |
| 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 | $45,322,000 | 233 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $168,912,000 | 196 |
| Personal trust and agency accounts, non-managed assets | $382,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,467,000 | 150 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,604,000 | 112 |
| Other retirement accounts, non-managed assets | $108,351,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $108,000 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $345,813,000 | 124 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,870,000 | 280 |
| 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 | $2,296,925,000 | 117 |
| Managed Assets ($) | $2,133,675,000 | 92 |
| Personal trust and agency accounts, managed assets | $947,725,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,688,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $54,767,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $69,720,000 | 191 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $950,545,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $83,230,000 | 111 |
| 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 | $45,064,000 | 234 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $163,250,000 | 195 |
| Personal trust and agency accounts, non-managed assets | $373,000 | 293 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $54,620,000 | 152 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,501,000 | 112 |
| Other retirement accounts, non-managed assets | $105,647,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $109,000 | 84 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $299,482,000 | 128 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,842,000 | 279 |
| 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 | $2,238,593,000 | 117 |
| Managed Assets ($) | $2,077,957,000 | 92 |
| Personal trust and agency accounts, managed assets | $933,102,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,863,000 | 148 |
| Employee benefit-defined benefit accounts, managed assets | $52,308,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $68,713,000 | 188 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $930,309,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $66,662,000 | 121 |
| 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 | $44,166,000 | 232 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $160,636,000 | 197 |
| Personal trust and agency accounts, non-managed assets | $361,000 | 573 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $53,632,000 | 155 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,323,000 | 137 |
| Other retirement accounts, non-managed assets | $104,211,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
| Other fiduciary accounts, non-managed assets | $109,000 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $287,842,000 | 143 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,736,000 | 486 |
| 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 | $2,213,939,000 | 116 |
| Managed Assets ($) | $2,056,363,000 | 90 |
| Personal trust and agency accounts, managed assets | $941,035,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,040,000 | 136 |
| Employee benefit-defined benefit accounts, managed assets | $54,003,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $67,127,000 | 191 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $897,079,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $70,079,000 | 116 |
| 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 | $44,368,000 | 218 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $157,576,000 | 195 |
| Personal trust and agency accounts, non-managed assets | $365,000 | 301 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $52,197,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,343,000 | 120 |
| Other retirement accounts, non-managed assets | $102,545,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 153 |
| Other fiduciary accounts, non-managed assets | $126,000 | 79 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $278,460,000 | 133 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,819,000 | 284 |
| 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 | $2,185,751,000 | 115 |
| Managed Assets ($) | $2,031,345,000 | 91 |
| Personal trust and agency accounts, managed assets | $943,349,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,462,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $52,718,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $67,143,000 | 191 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $846,580,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $92,093,000 | 101 |
| 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 | $45,093,000 | 217 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $154,406,000 | 197 |
| Personal trust and agency accounts, non-managed assets | $354,000 | 304 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,449,000 | 149 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,277,000 | 120 |
| Other retirement accounts, non-managed assets | $101,209,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
| Other fiduciary accounts, non-managed assets | $117,000 | 77 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $272,808,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,777,000 | 285 |
| 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 | $2,083,212,000 | 118 |
| Managed Assets ($) | $1,933,900,000 | 96 |
| Personal trust and agency accounts, managed assets | $914,232,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,025,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $48,996,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $65,939,000 | 191 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $787,665,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | $85,043,000 | 105 |
| 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 | $44,051,000 | 216 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $149,312,000 | 195 |
| Personal trust and agency accounts, non-managed assets | $354,000 | 303 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $51,486,000 | 149 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,227,000 | 118 |
| Other retirement accounts, non-managed assets | $95,137,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $108,000 | 77 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $265,502,000 | 130 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,773,000 | 284 |
| 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 | $2,029,357,000 | 119 |
| Managed Assets ($) | $1,885,419,000 | 96 |
| Personal trust and agency accounts, managed assets | $896,048,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,873,000 | 140 |
| Employee benefit-defined benefit accounts, managed assets | $48,637,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $65,398,000 | 194 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $774,453,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $70,010,000 | 118 |
| 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 | $45,438,000 | 213 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $143,938,000 | 199 |
| Personal trust and agency accounts, non-managed assets | $374,000 | 580 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $48,029,000 | 162 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,227,000 | 140 |
| Other retirement accounts, non-managed assets | $92,636,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $672,000 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $266,809,000 | 139 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,791,000 | 502 |
| 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 | $1,962,147,000 | 120 |
| Managed Assets ($) | $1,818,467,000 | 94 |
| Personal trust and agency accounts, managed assets | $857,013,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,098,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $47,654,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $64,991,000 | 189 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $744,424,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $73,287,000 | 112 |
| 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 | $45,868,000 | 211 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $143,680,000 | 197 |
| Personal trust and agency accounts, non-managed assets | $763,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,061,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,156,000 | 120 |
| Other retirement accounts, non-managed assets | $93,595,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $105,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $256,335,000 | 137 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,818,000 | 282 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,047,377,000 | 122 |
| Managed Assets ($) | $1,900,611,000 | 97 |
| Personal trust and agency accounts, managed assets | $898,666,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,460,000 | 134 |
| Employee benefit-defined benefit accounts, managed assets | $49,118,000 | 90 |
| Other employee benefit and retirement-related accounts, managed assets | $63,975,000 | 195 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $760,612,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | $95,780,000 | 97 |
| 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 | $49,230,000 | 209 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $146,766,000 | 195 |
| Personal trust and agency accounts, non-managed assets | $800,000 | 290 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,037,000 | 154 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,330,000 | 122 |
| Other retirement accounts, non-managed assets | $96,495,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $104,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $269,707,000 | 139 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,000,000 | 284 |
| 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 | $2,056,844,000 | 122 |
| Managed Assets ($) | $1,911,816,000 | 94 |
| Personal trust and agency accounts, managed assets | $919,839,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,365,000 | 136 |
| Employee benefit-defined benefit accounts, managed assets | $50,178,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $64,497,000 | 193 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $748,824,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | $96,113,000 | 95 |
| 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 | $49,838,000 | 200 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $145,028,000 | 198 |
| Personal trust and agency accounts, non-managed assets | $805,000 | 293 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $45,618,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,339,000 | 119 |
| Other retirement accounts, non-managed assets | $96,153,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $113,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $278,156,000 | 139 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,087,000 | 288 |
| 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 | $1,950,453,000 | 125 |
| Managed Assets ($) | $1,865,215,000 | 94 |
| Personal trust and agency accounts, managed assets | $929,059,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,872,000 | 152 |
| Employee benefit-defined benefit accounts, managed assets | $48,908,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $55,576,000 | 214 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $724,992,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $75,808,000 | 113 |
| 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 | $49,316,000 | 201 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $85,238,000 | 257 |
| Personal trust and agency accounts, non-managed assets | $1,453,000 | 466 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $56,945,000 | 155 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,357,000 | 140 |
| Other retirement accounts, non-managed assets | $24,368,000 | 136 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $115,000 | 139 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $297,440,000 | 147 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,678,000 | 463 |
| 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 | $1,911,241,000 | 125 |
| Managed Assets ($) | $1,838,873,000 | 90 |
| Personal trust and agency accounts, managed assets | $916,043,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,616,000 | 139 |
| Employee benefit-defined benefit accounts, managed assets | $47,846,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $55,938,000 | 210 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $723,949,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $64,481,000 | 117 |
| 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 | $49,538,000 | 198 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $72,368,000 | 257 |
| Personal trust and agency accounts, non-managed assets | $1,431,000 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $44,126,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,341,000 | 120 |
| Other retirement accounts, non-managed assets | $24,358,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $112,000 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $300,687,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,668,000 | 279 |
| 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 | $1,927,582,000 | 124 |
| Managed Assets ($) | $1,860,748,000 | 91 |
| Personal trust and agency accounts, managed assets | $925,847,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,541,000 | 141 |
| Employee benefit-defined benefit accounts, managed assets | $48,113,000 | 90 |
| Other employee benefit and retirement-related accounts, managed assets | $56,388,000 | 210 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $716,420,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $83,439,000 | 102 |
| 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 | $49,845,000 | 199 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $66,834,000 | 261 |
| Personal trust and agency accounts, non-managed assets | $649,000 | 293 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $39,322,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,378,000 | 118 |
| Other retirement accounts, non-managed assets | $24,373,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $112,000 | 84 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $297,050,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,603,000 | 284 |
| 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 | $1,908,180,000 | 123 |
| Managed Assets ($) | $1,841,871,000 | 93 |
| Personal trust and agency accounts, managed assets | $923,285,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,423,000 | 145 |
| Employee benefit-defined benefit accounts, managed assets | $44,680,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $53,665,000 | 213 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $716,771,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $74,047,000 | 107 |
| 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 | $48,691,000 | 195 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $66,309,000 | 257 |
| Personal trust and agency accounts, non-managed assets | $637,000 | 295 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $38,879,000 | 165 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,271,000 | 121 |
| Other retirement accounts, non-managed assets | $24,409,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $113,000 | 82 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $282,367,000 | 138 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,600,000 | 281 |
| 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 | $1,803,977,000 | 128 |
| Managed Assets ($) | $1,736,621,000 | 94 |
| Personal trust and agency accounts, managed assets | $902,612,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,372,000 | 157 |
| Employee benefit-defined benefit accounts, managed assets | $29,690,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $52,834,000 | 210 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $661,713,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $60,400,000 | 119 |
| 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 | $48,350,000 | 199 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $67,356,000 | 285 |
| Personal trust and agency accounts, non-managed assets | $621,000 | 588 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,559,000 | 176 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,212,000 | 143 |
| Other retirement accounts, non-managed assets | $26,850,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $114,000 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $278,822,000 | 146 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,121,000 | 401 |
| 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 | $1,732,986,000 | 126 |
| Managed Assets ($) | $1,666,012,000 | 94 |
| Personal trust and agency accounts, managed assets | $879,418,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,773,000 | 143 |
| Employee benefit-defined benefit accounts, managed assets | $31,834,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $49,016,000 | 204 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $608,789,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | $66,182,000 | 110 |
| 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 | $45,548,000 | 190 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $66,974,000 | 254 |
| Personal trust and agency accounts, non-managed assets | $583,000 | 286 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,336,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,139,000 | 115 |
| Other retirement accounts, non-managed assets | $26,803,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $113,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $264,426,000 | 140 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,075,000 | 248 |
| 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 | $1,751,777,000 | 124 |
| Managed Assets ($) | $1,685,050,000 | 93 |
| Personal trust and agency accounts, managed assets | $867,691,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,922,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $30,940,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $46,211,000 | 209 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $625,105,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $85,181,000 | 90 |
| 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 | $44,723,000 | 184 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $66,727,000 | 256 |
| Personal trust and agency accounts, non-managed assets | $574,000 | 292 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,114,000 | 158 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,117,000 | 116 |
| Other retirement accounts, non-managed assets | $26,803,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $119,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $267,423,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,075,000 | 240 |
| 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 | $1,749,160,000 | 128 |
| Managed Assets ($) | $1,682,455,000 | 95 |
| Personal trust and agency accounts, managed assets | $897,722,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,448,000 | 138 |
| Employee benefit-defined benefit accounts, managed assets | $31,718,000 | 113 |
| Other employee benefit and retirement-related accounts, managed assets | $47,425,000 | 202 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $619,422,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $55,720,000 | 116 |
| 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 | $45,916,000 | 181 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $66,705,000 | 259 |
| Personal trust and agency accounts, non-managed assets | $570,000 | 297 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,759,000 | 163 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,220,000 | 116 |
| Other retirement accounts, non-managed assets | $26,998,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $158,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $275,038,000 | 137 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,270,000 | 238 |
| 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 | $1,647,635,000 | 128 |
| Managed Assets ($) | $1,581,268,000 | 95 |
| Personal trust and agency accounts, managed assets | $828,378,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,332,000 | 143 |
| Employee benefit-defined benefit accounts, managed assets | $30,728,000 | 114 |
| Other employee benefit and retirement-related accounts, managed assets | $45,101,000 | 209 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $594,710,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | $53,019,000 | 119 |
| 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 | $43,594,000 | 181 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $66,367,000 | 293 |
| Personal trust and agency accounts, non-managed assets | $531,000 | 608 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,508,000 | 180 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,133,000 | 146 |
| Other retirement accounts, non-managed assets | $27,085,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $110,000 | 140 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $252,768,000 | 153 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,671,000 | 374 |
| 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 | $1,721,989,000 | 121 |
| Managed Assets ($) | $1,655,548,000 | 92 |
| Personal trust and agency accounts, managed assets | $813,317,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,748,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $31,571,000 | 112 |
| Other employee benefit and retirement-related accounts, managed assets | $47,119,000 | 197 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $651,767,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $76,026,000 | 90 |
| 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 | $47,119,000 | 170 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $66,441,000 | 249 |
| Personal trust and agency accounts, non-managed assets | $538,000 | 276 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,431,000 | 155 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,126,000 | 117 |
| Other retirement accounts, non-managed assets | $27,233,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $113,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $264,516,000 | 138 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,819,000 | 220 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,683,834,000 | 121 |
| Managed Assets ($) | $1,620,289,000 | 87 |
| Personal trust and agency accounts, managed assets | $792,893,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,799,000 | 134 |
| Employee benefit-defined benefit accounts, managed assets | $30,803,000 | 113 |
| Other employee benefit and retirement-related accounts, managed assets | $48,514,000 | 187 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $634,514,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $79,766,000 | 84 |
| 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 | $48,514,000 | 160 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $63,545,000 | 248 |
| Personal trust and agency accounts, non-managed assets | $522,000 | 280 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $33,715,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,051,000 | 117 |
| Other retirement accounts, non-managed assets | $27,138,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $119,000 | 79 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $250,987,000 | 141 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,724,000 | 220 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,714,684,000 | 121 |
| Managed Assets ($) | $1,650,850,000 | 90 |
| Personal trust and agency accounts, managed assets | $814,143,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,663,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $32,856,000 | 112 |
| Other employee benefit and retirement-related accounts, managed assets | $52,109,000 | 180 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $633,478,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $81,601,000 | 86 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $52,109,000 | 151 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $63,834,000 | 244 |
| Personal trust and agency accounts, non-managed assets | $516,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $33,822,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,100,000 | 117 |
| Other retirement accounts, non-managed assets | $27,207,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $189,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $256,641,000 | 139 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,792,000 | 223 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,650,772,000 | 119 |
| Managed Assets ($) | $1,582,258,000 | 88 |
| Personal trust and agency accounts, managed assets | $783,990,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,081,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $30,352,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $48,639,000 | 176 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $607,116,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $78,080,000 | 81 |
| 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 | $48,639,000 | 152 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $68,514,000 | 270 |
| Personal trust and agency accounts, non-managed assets | $3,374,000 | 392 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,321,000 | 167 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,936,000 | 148 |
| Other retirement accounts, non-managed assets | $26,781,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $102,000 | 153 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $241,391,000 | 156 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,672,000 | 369 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,698,769,000 | 118 |
| Managed Assets ($) | $1,630,116,000 | 88 |
| Personal trust and agency accounts, managed assets | $747,965,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,527,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $28,825,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $120,838,000 | 78 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $621,184,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $77,777,000 | 80 |
| 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 | $120,838,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $68,653,000 | 231 |
| Personal trust and agency accounts, non-managed assets | $3,549,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $35,838,000 | 154 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,811,000 | 122 |
| Other retirement accounts, non-managed assets | $27,330,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $125,000 | 82 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $241,883,000 | 143 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,230,000 | 209 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,769,757,000 | 119 |
| Managed Assets ($) | $1,196,664,000 | 114 |
| Personal trust and agency accounts, managed assets | $262,724,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,033,000 | 114 |
| Employee benefit-defined benefit accounts, managed assets | $32,348,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $127,188,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $729,150,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $221,000 | 258 |
| 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 | $127,188,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $573,093,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $516,882,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,464,000 | 173 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,108,000 | 121 |
| Other retirement accounts, non-managed assets | $27,523,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $116,000 | 82 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $263,208,000 | 141 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,423,000 | 209 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,750,318,000 | 117 |
| Managed Assets ($) | $1,189,210,000 | 109 |
| Personal trust and agency accounts, managed assets | $265,555,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $49,597,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $31,173,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $123,671,000 | 82 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $703,467,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $221,000 | 262 |
| Other fiduciary accounts, managed assets | $15,526,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $51,645,000 | 143 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $561,108,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $508,949,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,486,000 | 180 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,098,000 | 121 |
| Other retirement accounts, non-managed assets | $27,567,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $8,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $279,048,000 | 138 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,468,000 | 205 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,661,801,000 | 121 |
| Managed Assets ($) | $1,090,979,000 | 113 |
| Personal trust and agency accounts, managed assets | $237,127,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $48,541,000 | 114 |
| Employee benefit-defined benefit accounts, managed assets | $28,083,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $114,597,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $646,700,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $212,000 | 460 |
| Other fiduciary accounts, managed assets | $15,719,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $48,915,000 | 148 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $570,822,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $519,366,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,871,000 | 219 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,996,000 | 159 |
| Other retirement accounts, non-managed assets | $27,582,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $7,000 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $272,329,000 | 151 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,887,000 | 340 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,596,874,000 | 119 |
| Managed Assets ($) | $1,021,552,000 | 114 |
| Personal trust and agency accounts, managed assets | $224,569,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,357,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $26,363,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $108,798,000 | 82 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $597,233,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $12,679,000 | 178 |
| Other fiduciary accounts, managed assets | $10,553,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $42,393,000 | 155 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $575,322,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $521,499,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,699,000 | 182 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,863,000 | 129 |
| Other retirement accounts, non-managed assets | $28,052,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $209,000 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $271,328,000 | 141 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,356,000 | 187 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,623,124,000 | 112 |
| Managed Assets ($) | $1,076,909,000 | 106 |
| Personal trust and agency accounts, managed assets | $291,039,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,442,000 | 114 |
| Employee benefit-defined benefit accounts, managed assets | $25,200,000 | 121 |
| Other employee benefit and retirement-related accounts, managed assets | $44,923,000 | 167 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $656,100,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $14,205,000 | 171 |
| 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 | $44,923,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $546,215,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $492,211,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,755,000 | 176 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,708,000 | 134 |
| Other retirement accounts, non-managed assets | $27,853,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $121,000 | 155 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $567,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $270,147,000 | 141 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,157,000 | 187 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,593,015,000 | 119 |
| Managed Assets ($) | $1,036,401,000 | 110 |
| Personal trust and agency accounts, managed assets | $234,836,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,404,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $27,048,000 | 117 |
| Other employee benefit and retirement-related accounts, managed assets | $48,379,000 | 164 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $661,888,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $18,684,000 | 160 |
| Other fiduciary accounts, managed assets | $162,000 | 93 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $48,379,000 | 132 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $556,614,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $500,273,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,776,000 | 183 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,870,000 | 133 |
| Other retirement accounts, non-managed assets | $28,253,000 | 98 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $2,442,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $280,090,000 | 141 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,009,000 | 180 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,515,046,000 | 124 |
| Managed Assets ($) | $1,004,604,000 | 113 |
| Personal trust and agency accounts, managed assets | $246,418,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,413,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $26,155,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $45,936,000 | 166 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $616,144,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $27,455,000 | 135 |
| Other fiduciary accounts, managed assets | $83,000 | 207 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $45,936,000 | 136 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $510,442,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $464,098,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,319,000 | 208 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,791,000 | 163 |
| Other retirement accounts, non-managed assets | $20,118,000 | 143 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,000 | 182 |
| Other fiduciary accounts, non-managed assets | $101,000 | 155 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $264,355,000 | 152 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,849,000 | 322 |
| 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 | $1,510,402,000 | 123 |
| Managed Assets ($) | $991,942,000 | 114 |
| Personal trust and agency accounts, managed assets | $244,007,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,976,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $25,309,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $42,817,000 | 168 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $640,753,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $80,000 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $518,460,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $465,690,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,591,000 | 177 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,684,000 | 135 |
| Other retirement accounts, non-managed assets | $25,494,000 | 102 |
| 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 | $1,000 | 111 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $263,122,000 | 146 |
| 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 | $1,226,851,000 | 137 |
| Managed Assets ($) | $750,421,000 | 133 |
| Personal trust and agency accounts, managed assets | $230,585,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,153,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $23,966,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $40,304,000 | 167 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $419,334,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $79,000 | 101 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $476,430,000 | 116 |
| Personal trust and agency accounts, non-managed assets | $424,209,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,593,000 | 174 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,488,000 | 136 |
| Other retirement accounts, non-managed assets | $25,028,000 | 101 |
| 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 | $112,000 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $255,142,000 | 152 |
| 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 | $1,182,141,000 | 135 |
| Managed Assets ($) | $741,613,000 | 132 |
| Personal trust and agency accounts, managed assets | $221,485,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,507,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $22,456,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $38,234,000 | 164 |
| Corporate trust and agency accounts, managed assets | $488,000 | 75 |
| Investment management and investment advisory agency accounts, managed assets | $423,443,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $440,528,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $389,460,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,295,000 | 170 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,554,000 | 134 |
| Other retirement accounts, non-managed assets | $24,149,000 | 99 |
| 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 | $70,000 | 109 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $236,560,000 | 154 |
| 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 | $1,455,861,000 | 126 |
| Managed Assets ($) | $782,431,000 | 132 |
| Personal trust and agency accounts, managed assets | $235,615,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,824,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $23,837,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $38,437,000 | 169 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $446,718,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $673,430,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $413,096,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,104,000 | 195 |
| Employee benefit-defined benefit accounts, non-managed Assets | $208,714,000 | 52 |
| Other retirement accounts, non-managed assets | $25,375,000 | 126 |
| 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 | $141,000 | 196 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $276,057,000 | 154 |
| 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 | $1,591,921,000 | 123 |
| Managed Assets ($) | $839,391,000 | 137 |
| Personal trust and agency accounts, managed assets | $250,810,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,810,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $25,468,000 | 114 |
| Other employee benefit and retirement-related accounts, managed assets | $44,913,000 | 166 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $476,390,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $752,530,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $429,859,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,707,000 | 185 |
| Employee benefit-defined benefit accounts, non-managed Assets | $269,471,000 | 48 |
| Other retirement accounts, non-managed assets | $26,488,000 | 111 |
| 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 | $5,000 | 123 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $330,444,000 | 142 |
| 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 | $1,657,348,000 | 124 |
| Managed Assets ($) | $834,063,000 | 142 |
| Personal trust and agency accounts, managed assets | $259,050,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,000,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $9,815,000 | 157 |
| Other employee benefit and retirement-related accounts, managed assets | $47,937,000 | 165 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $472,261,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $823,285,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $447,689,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,230,000 | 197 |
| Employee benefit-defined benefit accounts, non-managed Assets | $325,036,000 | 49 |
| Other retirement accounts, non-managed assets | $26,320,000 | 116 |
| 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 | $10,000 | 129 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $336,798,000 | 141 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,666,497,000 | 131 |
| Managed Assets ($) | $804,710,000 | 152 |
| Personal trust and agency accounts, managed assets | $260,137,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,459,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $9,331,000 | 158 |
| Other employee benefit and retirement-related accounts, managed assets | $43,701,000 | 172 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $447,082,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $861,787,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $483,951,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,306,000 | 200 |
| Employee benefit-defined benefit accounts, non-managed Assets | $326,545,000 | 50 |
| Other retirement accounts, non-managed assets | $26,960,000 | 111 |
| 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 | $25,000 | 122 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $361,907,000 | 140 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,726,637,000 | 129 |
| Managed Assets ($) | $819,838,000 | 150 |
| Personal trust and agency accounts, managed assets | $267,907,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,792,000 | 139 |
| Employee benefit-defined benefit accounts, managed assets | $9,255,000 | 187 |
| Other employee benefit and retirement-related accounts, managed assets | $44,722,000 | 175 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $452,655,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $507,000 | 189 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $906,799,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $500,300,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,681,000 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $355,047,000 | 51 |
| Other retirement accounts, non-managed assets | $26,747,000 | 127 |
| 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 | $24,000 | 226 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $377,957,000 | 143 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,719,647,000 | 132 |
| Managed Assets ($) | $808,815,000 | 151 |
| Personal trust and agency accounts, managed assets | $270,874,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,793,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $9,122,000 | 159 |
| Other employee benefit and retirement-related accounts, managed assets | $44,834,000 | 174 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $436,184,000 | 113 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $8,000 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $910,832,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $502,668,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,122,000 | 200 |
| Employee benefit-defined benefit accounts, non-managed Assets | $357,063,000 | 51 |
| Other retirement accounts, non-managed assets | $26,486,000 | 108 |
| 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 | $493,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $395,929,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,692,557,000 | 139 |
| Managed Assets ($) | $792,026,000 | 156 |
| Personal trust and agency accounts, managed assets | $261,252,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,783,000 | 134 |
| Employee benefit-defined benefit accounts, managed assets | $8,739,000 | 164 |
| Other employee benefit and retirement-related accounts, managed assets | $45,335,000 | 170 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $429,909,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $8,000 | 118 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $900,531,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $496,452,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,394,000 | 207 |
| Employee benefit-defined benefit accounts, non-managed Assets | $353,206,000 | 54 |
| Other retirement accounts, non-managed assets | $26,573,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $906,000 | 92 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $393,685,000 | 145 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,641,792,000 | 139 |
| Managed Assets ($) | $760,744,000 | 158 |
| Personal trust and agency accounts, managed assets | $254,128,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,254,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $8,427,000 | 169 |
| Other employee benefit and retirement-related accounts, managed assets | $42,913,000 | 171 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $410,016,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,006,000 | 90 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $881,048,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $496,918,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,199,000 | 208 |
| Employee benefit-defined benefit accounts, non-managed Assets | $334,057,000 | 51 |
| Other retirement accounts, non-managed assets | $26,373,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $501,000 | 92 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $407,818,000 | 141 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | 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 | $1,626,895,000 | 137 |
| Managed Assets ($) | $754,411,000 | 156 |
| Personal trust and agency accounts, managed assets | $264,032,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,495,000 | 151 |
| Employee benefit-defined benefit accounts, managed assets | $8,516,000 | 209 |
| Other employee benefit and retirement-related accounts, managed assets | $41,489,000 | 171 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $396,835,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,044,000 | 147 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $872,484,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $496,488,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,585,000 | 250 |
| Employee benefit-defined benefit accounts, non-managed Assets | $326,702,000 | 51 |
| Other retirement accounts, non-managed assets | $26,708,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,000 | 242 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $409,425,000 | 146 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,572,489,000 | 140 |
| Managed Assets ($) | $731,074,000 | 162 |
| Personal trust and agency accounts, managed assets | $255,939,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,753,000 | 138 |
| Employee benefit-defined benefit accounts, managed assets | $7,867,000 | 172 |
| Other employee benefit and retirement-related accounts, managed assets | $39,121,000 | 173 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $386,364,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,030,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $841,415,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $482,954,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,839,000 | 205 |
| Employee benefit-defined benefit accounts, non-managed Assets | $310,173,000 | 55 |
| Other retirement accounts, non-managed assets | $26,416,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $33,000 | 104 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $412,848,000 | 143 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,461,811,000 | 148 |
| Managed Assets ($) | $696,812,000 | 170 |
| Personal trust and agency accounts, managed assets | $250,696,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,644,000 | 140 |
| Employee benefit-defined benefit accounts, managed assets | $7,260,000 | 177 |
| Other employee benefit and retirement-related accounts, managed assets | $37,717,000 | 176 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $359,283,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,212,000 | 92 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $764,999,000 | 122 |
| Personal trust and agency accounts, non-managed assets | $475,748,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,522,000 | 205 |
| Employee benefit-defined benefit accounts, non-managed Assets | $240,889,000 | 62 |
| Other retirement accounts, non-managed assets | $26,831,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $9,000 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $391,274,000 | 148 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,496,120,000 | 148 |
| Managed Assets ($) | $710,363,000 | 167 |
| Personal trust and agency accounts, managed assets | $257,122,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,162,000 | 144 |
| Employee benefit-defined benefit accounts, managed assets | $7,498,000 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $35,204,000 | 183 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $367,251,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,126,000 | 97 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $785,757,000 | 122 |
| Personal trust and agency accounts, non-managed assets | $494,213,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,044,000 | 212 |
| Employee benefit-defined benefit accounts, non-managed Assets | $244,913,000 | 61 |
| Other retirement accounts, non-managed assets | $25,580,000 | 123 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $7,000 | 117 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $401,000 | 393 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,439,679,000 | 151 |
| Managed Assets ($) | $662,151,000 | 175 |
| Personal trust and agency accounts, managed assets | $243,249,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,019,000 | 164 |
| Employee benefit-defined benefit accounts, managed assets | $8,741,000 | 201 |
| Other employee benefit and retirement-related accounts, managed assets | $32,456,000 | 186 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $338,683,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,000 | 301 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $777,528,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $491,741,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,935,000 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $235,073,000 | 61 |
| Other retirement accounts, non-managed assets | $24,742,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $37,000 | 222 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $398,209,000 | 143 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,410,634,000 | 150 |
| Managed Assets ($) | $651,208,000 | 174 |
| Personal trust and agency accounts, managed assets | $246,090,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,595,000 | 152 |
| Employee benefit-defined benefit accounts, managed assets | $8,100,000 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $32,857,000 | 177 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $325,566,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $759,426,000 | 121 |
| Personal trust and agency accounts, non-managed assets | $484,874,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,931,000 | 199 |
| Employee benefit-defined benefit accounts, non-managed Assets | $221,872,000 | 61 |
| Other retirement accounts, non-managed assets | $26,719,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $30,000 | 112 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $395,568,000 | 140 |
| 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 | $884,997,000 | 193 |
| Managed Assets ($) | $639,275,000 | 174 |
| Personal trust and agency accounts, managed assets | $291,797,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,521,000 | 166 |
| Employee benefit-defined benefit accounts, managed assets | $7,512,000 | 180 |
| Other employee benefit and retirement-related accounts, managed assets | $30,949,000 | 182 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $274,484,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $12,000 | 131 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $245,722,000 | 172 |
| Personal trust and agency accounts, non-managed assets | $16,564,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,378,000 | 202 |
| Employee benefit-defined benefit accounts, non-managed Assets | $170,181,000 | 67 |
| Other retirement accounts, non-managed assets | $33,596,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $0 | 195 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $3,000 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $390,702,000 | 141 |
| 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 | $862,217,000 | 196 |
| Managed Assets ($) | $593,939,000 | 185 |
| Personal trust and agency accounts, managed assets | $295,359,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,003,000 | 185 |
| Employee benefit-defined benefit accounts, managed assets | $6,499,000 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $28,035,000 | 193 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $235,042,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,000 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $268,278,000 | 166 |
| Personal trust and agency accounts, non-managed assets | $36,751,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,062,000 | 203 |
| Employee benefit-defined benefit accounts, non-managed Assets | $170,143,000 | 71 |
| Other retirement accounts, non-managed assets | $36,299,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $23,000 | 119 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $391,167,000 | 143 |
| 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 | $849,840,000 | 198 |
| Managed Assets ($) | $581,283,000 | 184 |
| Personal trust and agency accounts, managed assets | $299,044,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,175,000 | 210 |
| Employee benefit-defined benefit accounts, managed assets | $7,137,000 | 216 |
| Other employee benefit and retirement-related accounts, managed assets | $28,276,000 | 197 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $218,650,000 | 152 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,000 | 320 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $268,557,000 | 174 |
| Personal trust and agency accounts, non-managed assets | $38,461,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,616,000 | 237 |
| Employee benefit-defined benefit accounts, non-managed Assets | $169,022,000 | 73 |
| Other retirement accounts, non-managed assets | $36,457,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,000 | 263 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $390,101,000 | 152 |
| 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 | $824,333,000 | 193 |
| Managed Assets ($) | $565,161,000 | 184 |
| Personal trust and agency accounts, managed assets | $293,772,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,496,000 | 184 |
| Employee benefit-defined benefit accounts, managed assets | $7,209,000 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $27,708,000 | 185 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $208,930,000 | 153 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $46,000 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $259,172,000 | 172 |
| Personal trust and agency accounts, non-managed assets | $45,424,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,225,000 | 209 |
| Employee benefit-defined benefit accounts, non-managed Assets | $159,362,000 | 71 |
| Other retirement accounts, non-managed assets | $33,161,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $378,880,000 | 152 |
| 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 | $767,536,000 | 204 |
| Managed Assets ($) | $565,926,000 | 182 |
| Personal trust and agency accounts, managed assets | $318,330,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,173,000 | 196 |
| Employee benefit-defined benefit accounts, managed assets | $6,872,000 | 185 |
| Other employee benefit and retirement-related accounts, managed assets | $27,975,000 | 182 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $188,527,000 | 166 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $49,000 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $201,610,000 | 193 |
| Personal trust and agency accounts, non-managed assets | $28,334,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,070,000 | 210 |
| Employee benefit-defined benefit accounts, non-managed Assets | $114,752,000 | 78 |
| Other retirement accounts, non-managed assets | $37,454,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $373,396,000 | 154 |
| 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 | $762,507,000 | 203 |
| Managed Assets ($) | $547,672,000 | 185 |
| Personal trust and agency accounts, managed assets | $324,014,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,675,000 | 222 |
| Employee benefit-defined benefit accounts, managed assets | $6,759,000 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $21,735,000 | 205 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $179,488,000 | 171 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,000 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $214,835,000 | 190 |
| Personal trust and agency accounts, non-managed assets | $26,946,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $28,841,000 | 196 |
| Employee benefit-defined benefit accounts, non-managed Assets | $115,343,000 | 79 |
| Other retirement accounts, non-managed assets | $43,705,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $377,741,000 | 153 |
| 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 | $719,573,000 | 218 |
| Managed Assets ($) | $503,651,000 | 194 |
| Personal trust and agency accounts, managed assets | $304,768,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,938,000 | 279 |
| Employee benefit-defined benefit accounts, managed assets | $6,695,000 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $19,723,000 | 233 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $157,525,000 | 177 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,000 | 319 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $215,922,000 | 197 |
| Personal trust and agency accounts, non-managed assets | $36,307,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,840,000 | 230 |
| Employee benefit-defined benefit accounts, non-managed Assets | $109,704,000 | 81 |
| Other retirement accounts, non-managed assets | $43,071,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $0 | 431 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $378,389,000 | 161 |
| 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 | $685,856,000 | 227 |
| Managed Assets ($) | $477,438,000 | 200 |
| Personal trust and agency accounts, managed assets | $293,266,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,747,000 | 251 |
| Employee benefit-defined benefit accounts, managed assets | $6,057,000 | 198 |
| Other employee benefit and retirement-related accounts, managed assets | $18,549,000 | 220 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $147,637,000 | 180 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $182,000 | 131 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $208,418,000 | 195 |
| Personal trust and agency accounts, non-managed assets | $35,779,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,417,000 | 209 |
| Employee benefit-defined benefit accounts, non-managed Assets | $104,115,000 | 84 |
| Other retirement accounts, non-managed assets | $42,107,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $0 | 201 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $366,956,000 | 161 |
| 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 | $628,880,000 | 237 |
| Managed Assets ($) | $449,058,000 | 206 |
| Personal trust and agency accounts, managed assets | $277,969,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,420,000 | 250 |
| Employee benefit-defined benefit accounts, managed assets | $4,970,000 | 202 |
| Other employee benefit and retirement-related accounts, managed assets | $16,455,000 | 226 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $137,242,000 | 188 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,000 | 149 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $179,822,000 | 205 |
| Personal trust and agency accounts, non-managed assets | $36,828,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,111,000 | 208 |
| Employee benefit-defined benefit accounts, non-managed Assets | $76,032,000 | 95 |
| Other retirement accounts, non-managed assets | $41,851,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $0 | 205 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $371,566,000 | 163 |
| 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 | $571,804,000 | 249 |
| Managed Assets ($) | $406,066,000 | 214 |
| Personal trust and agency accounts, managed assets | $223,683,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,657,000 | 263 |
| Employee benefit-defined benefit accounts, managed assets | $4,527,000 | 209 |
| Other employee benefit and retirement-related accounts, managed assets | $15,744,000 | 226 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $151,394,000 | 170 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $61,000 | 149 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $165,738,000 | 220 |
| Personal trust and agency accounts, non-managed assets | $34,344,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,810,000 | 210 |
| Employee benefit-defined benefit accounts, non-managed Assets | $68,917,000 | 99 |
| Other retirement accounts, non-managed assets | $37,667,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $380,327,000 | 164 |
| 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 | $577,995,000 | 247 |
| Managed Assets ($) | $403,460,000 | 216 |
| Personal trust and agency accounts, managed assets | $219,220,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,133,000 | 367 |
| Employee benefit-defined benefit accounts, managed assets | $4,492,000 | 269 |
| Other employee benefit and retirement-related accounts, managed assets | $15,956,000 | 255 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $154,653,000 | 170 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,000 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $174,535,000 | 217 |
| Personal trust and agency accounts, non-managed assets | $38,568,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,264,000 | 230 |
| Employee benefit-defined benefit accounts, non-managed Assets | $72,495,000 | 97 |
| Other retirement accounts, non-managed assets | $38,208,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $381,451,000 | 168 |
| 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 | $578,446,000 | 229 |
| Managed Assets ($) | $421,133,000 | 210 |
| Personal trust and agency accounts, managed assets | $238,985,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,555,000 | 380 |
| Employee benefit-defined benefit accounts, managed assets | $4,122,000 | 266 |
| Other employee benefit and retirement-related accounts, managed assets | $16,712,000 | 235 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $152,734,000 | 165 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $25,000 | 339 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $157,313,000 | 207 |
| Personal trust and agency accounts, non-managed assets | $25,864,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $38,308,000 | 165 |
| Employee benefit-defined benefit accounts, non-managed Assets | $55,384,000 | 98 |
| Other retirement accounts, non-managed assets | $37,757,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $393,696,000 | 148 |
| 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 |