Home > Community Bank of Pleasant Hill > Total Fiduciary and Related Assets
Community Bank of Pleasant Hill, 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 | $454,113,000 | 354 |
| Managed Assets ($) | $126,444,000 | 497 |
| Personal trust and agency accounts, managed assets | $6,161,000 | 752 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $97,179,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 271 |
| Other employee benefit and retirement-related accounts, managed assets | $15,283,000 | 414 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $7,821,000 | 533 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 500 |
| 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 | $14,524,000 | 409 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $327,669,000 | 178 |
| Personal trust and agency accounts, non-managed assets | $61,454,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $245,811,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,156,000 | 105 |
| Other retirement accounts, non-managed assets | $15,248,000 | 194 |
| 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 | $0 | 245 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $693,000 | 566 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,451,000 | 215 |
| 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 | $452,134,000 | 313 |
| Managed Assets ($) | $125,465,000 | 348 |
| Personal trust and agency accounts, managed assets | $5,877,000 | 347 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $97,828,000 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 208 |
| Other employee benefit and retirement-related accounts, managed assets | $14,415,000 | 290 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $7,345,000 | 328 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 298 |
| 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 | $13,420,000 | 294 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $326,669,000 | 167 |
| Personal trust and agency accounts, non-managed assets | $64,218,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $248,386,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $14,065,000 | 140 |
| 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 | $0 | 192 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $683,000 | 335 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,278,000 | 163 |
| 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 | $445,615,000 | 345 |
| Managed Assets ($) | $122,551,000 | 418 |
| Personal trust and agency accounts, managed assets | $6,189,000 | 419 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $95,501,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $13,121,000 | 356 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $7,740,000 | 391 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 348 |
| 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 | $13,121,000 | 357 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $323,064,000 | 171 |
| Personal trust and agency accounts, non-managed assets | $65,105,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $242,966,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $14,993,000 | 155 |
| 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 | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $676,000 | 393 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,215,000 | 176 |
| 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 | $417,025,000 | 330 |
| Managed Assets ($) | $109,186,000 | 358 |
| Personal trust and agency accounts, managed assets | $6,166,000 | 357 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $83,913,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 170 |
| Other employee benefit and retirement-related accounts, managed assets | $12,799,000 | 301 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $6,308,000 | 335 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 305 |
| 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 | $12,121,000 | 294 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $307,839,000 | 176 |
| Personal trust and agency accounts, non-managed assets | $64,659,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $227,861,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $15,319,000 | 135 |
| 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 | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $867,000 | 335 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,238,000 | 158 |
| 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 | $410,844,000 | 366 |
| Managed Assets ($) | $97,265,000 | 548 |
| Personal trust and agency accounts, managed assets | $6,116,000 | 777 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $73,325,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 236 |
| Other employee benefit and retirement-related accounts, managed assets | $11,668,000 | 445 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $6,156,000 | 562 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 513 |
| 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 | $11,214,000 | 434 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $313,579,000 | 179 |
| Personal trust and agency accounts, non-managed assets | $64,050,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $233,337,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $455,000 | 135 |
| Other retirement accounts, non-managed assets | $15,519,000 | 177 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $218,000 | 301 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 205 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,162,000 | 565 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,425,000 | 224 |
| 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 | $406,149,000 | 330 |
| Managed Assets ($) | $95,642,000 | 374 |
| Personal trust and agency accounts, managed assets | $5,826,000 | 368 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,883,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 180 |
| Other employee benefit and retirement-related accounts, managed assets | $11,032,000 | 319 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $5,901,000 | 350 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 319 |
| 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 | $10,600,000 | 311 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $310,507,000 | 175 |
| Personal trust and agency accounts, non-managed assets | $67,223,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $220,128,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $17,300,000 | 135 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $218,000 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,638,000 | 92 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,168,000 | 350 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,219,000 | 156 |
| 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 | $396,899,000 | 323 |
| Managed Assets ($) | $99,594,000 | 407 |
| Personal trust and agency accounts, managed assets | $6,210,000 | 406 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $75,361,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $11,564,000 | 357 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $6,459,000 | 385 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 337 |
| 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 | $11,114,000 | 348 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $297,305,000 | 154 |
| Personal trust and agency accounts, non-managed assets | $67,225,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $205,376,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $18,867,000 | 131 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $218,000 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,619,000 | 81 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,195,000 | 381 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,351,000 | 166 |
| 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 | $406,969,000 | 300 |
| Managed Assets ($) | $98,135,000 | 337 |
| Personal trust and agency accounts, managed assets | $6,863,000 | 335 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $71,156,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $12,746,000 | 300 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $7,370,000 | 320 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
| 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 | $12,257,000 | 293 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $308,834,000 | 153 |
| Personal trust and agency accounts, non-managed assets | $80,641,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $200,962,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $20,592,000 | 123 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $218,000 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,421,000 | 75 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,227,000 | 321 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,069,000 | 149 |
| 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 | $418,780,000 | 337 |
| Managed Assets ($) | $96,663,000 | 530 |
| Personal trust and agency accounts, managed assets | $7,164,000 | 740 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $68,064,000 | 90 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 237 |
| Other employee benefit and retirement-related accounts, managed assets | $13,568,000 | 435 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $7,867,000 | 526 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 487 |
| 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 | $13,068,000 | 415 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $322,117,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $79,809,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $220,149,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
| Other retirement accounts, non-managed assets | $15,517,000 | 185 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $218,000 | 290 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,424,000 | 80 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,239,000 | 554 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,517,000 | 224 |
| 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 | $388,609,000 | 301 |
| Managed Assets ($) | $97,496,000 | 324 |
| Personal trust and agency accounts, managed assets | $7,614,000 | 320 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $69,249,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $13,191,000 | 291 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $7,442,000 | 305 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| 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 | $13,191,000 | 283 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $291,113,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $80,656,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $194,753,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
| Other retirement accounts, non-managed assets | $15,486,000 | 137 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $218,000 | 166 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,125,000 | 310 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,486,000 | 153 |
| 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 | $389,369,000 | 334 |
| Managed Assets ($) | $98,697,000 | 389 |
| Personal trust and agency accounts, managed assets | $7,707,000 | 386 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $70,329,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $13,245,000 | 340 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $7,413,000 | 365 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 320 |
| Other fiduciary accounts, managed assets | $3,000 | 107 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $13,245,000 | 331 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $290,672,000 | 167 |
| Personal trust and agency accounts, non-managed assets | $87,426,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $188,207,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $14,803,000 | 150 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $236,000 | 197 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,294,000 | 358 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,803,000 | 175 |
| 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 | $378,864,000 | 305 |
| Managed Assets ($) | $93,798,000 | 325 |
| Personal trust and agency accounts, managed assets | $7,534,000 | 322 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $66,542,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $12,387,000 | 295 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $7,330,000 | 308 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 277 |
| Other fiduciary accounts, managed assets | $5,000 | 92 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $12,387,000 | 285 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $285,066,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $88,336,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $181,815,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $14,679,000 | 140 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $236,000 | 169 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,288,000 | 311 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,679,000 | 159 |
| 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 | $367,692,000 | 339 |
| Managed Assets ($) | $89,575,000 | 531 |
| Personal trust and agency accounts, managed assets | $7,421,000 | 746 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $49,047,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $13,063,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $13,152,000 | 427 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $6,887,000 | 540 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 489 |
| Other fiduciary accounts, managed assets | $5,000 | 198 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $11,923,000 | 412 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $278,117,000 | 169 |
| Personal trust and agency accounts, non-managed assets | $84,461,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $178,292,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,140,000 | 128 |
| Other retirement accounts, non-managed assets | $13,988,000 | 191 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $236,000 | 298 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,297,000 | 560 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,646,000 | 231 |
| 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 | $360,211,000 | 301 |
| Managed Assets ($) | $88,355,000 | 327 |
| Personal trust and agency accounts, managed assets | $6,968,000 | 323 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,974,000 | 90 |
| Employee benefit-defined benefit accounts, managed assets | $12,293,000 | 127 |
| Other employee benefit and retirement-related accounts, managed assets | $11,813,000 | 291 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $6,305,000 | 310 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 277 |
| Other fiduciary accounts, managed assets | $2,000 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $10,784,000 | 284 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $271,856,000 | 156 |
| Personal trust and agency accounts, non-managed assets | $83,558,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $173,855,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,043,000 | 111 |
| Other retirement accounts, non-managed assets | $13,164,000 | 141 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $236,000 | 173 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,297,000 | 306 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,554,000 | 162 |
| 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 | $337,697,000 | 341 |
| Managed Assets ($) | $77,594,000 | 382 |
| Personal trust and agency accounts, managed assets | $6,917,000 | 379 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,930,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $12,520,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $11,130,000 | 335 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $6,097,000 | 363 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 314 |
| 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 | $10,150,000 | 327 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $260,103,000 | 163 |
| Personal trust and agency accounts, non-managed assets | $79,067,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $166,834,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $929,000 | 119 |
| Other retirement accounts, non-managed assets | $13,037,000 | 154 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $236,000 | 203 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,295,000 | 352 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,427,000 | 176 |
| 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 | $335,874,000 | 298 |
| Managed Assets ($) | $73,725,000 | 329 |
| Personal trust and agency accounts, managed assets | $7,472,000 | 324 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,077,000 | 96 |
| Employee benefit-defined benefit accounts, managed assets | $10,718,000 | 127 |
| Other employee benefit and retirement-related accounts, managed assets | $9,794,000 | 293 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $5,664,000 | 312 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 280 |
| 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 | $8,923,000 | 286 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $262,149,000 | 154 |
| Personal trust and agency accounts, non-managed assets | $86,868,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $161,010,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $924,000 | 111 |
| Other retirement accounts, non-managed assets | $13,111,000 | 139 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $236,000 | 174 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,293,000 | 313 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,531,000 | 165 |
| 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 | $351,949,000 | 339 |
| Managed Assets ($) | $80,879,000 | 539 |
| Personal trust and agency accounts, managed assets | $9,025,000 | 737 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,505,000 | 119 |
| Employee benefit-defined benefit accounts, managed assets | $12,807,000 | 151 |
| Other employee benefit and retirement-related accounts, managed assets | $11,694,000 | 434 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $6,848,000 | 549 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 485 |
| 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 | $10,732,000 | 417 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $271,070,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $87,703,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $167,501,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $964,000 | 134 |
| Other retirement accounts, non-managed assets | $14,470,000 | 185 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $432,000 | 287 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,281,000 | 574 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,890,000 | 230 |
| 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 | $344,527,000 | 312 |
| Managed Assets ($) | $79,805,000 | 335 |
| Personal trust and agency accounts, managed assets | $8,647,000 | 332 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,394,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $13,036,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $11,080,000 | 298 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $6,648,000 | 315 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 281 |
| 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 | $10,157,000 | 290 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $264,722,000 | 156 |
| Personal trust and agency accounts, non-managed assets | $87,894,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $160,956,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $888,000 | 113 |
| Other retirement accounts, non-managed assets | $14,552,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $432,000 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,281,000 | 318 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,972,000 | 166 |
| 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 | $332,793,000 | 342 |
| Managed Assets ($) | $74,815,000 | 374 |
| Personal trust and agency accounts, managed assets | $9,406,000 | 372 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,548,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $13,109,000 | 138 |
| Other employee benefit and retirement-related accounts, managed assets | $11,104,000 | 329 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $4,648,000 | 352 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 308 |
| 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 | $10,186,000 | 320 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $257,978,000 | 156 |
| Personal trust and agency accounts, non-managed assets | $88,551,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $152,670,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,334,000 | 116 |
| Other retirement accounts, non-managed assets | $14,991,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $432,000 | 184 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,274,000 | 353 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,196,000 | 175 |
| 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 | $355,399,000 | 336 |
| Managed Assets ($) | $69,870,000 | 379 |
| Personal trust and agency accounts, managed assets | $9,322,000 | 377 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,589,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $13,763,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $10,358,000 | 333 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $4,838,000 | 354 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 312 |
| 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 | $9,484,000 | 325 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $285,529,000 | 151 |
| Personal trust and agency accounts, non-managed assets | $103,712,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $165,487,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,216,000 | 119 |
| Other retirement accounts, non-managed assets | $14,682,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $432,000 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,266,000 | 357 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,887,000 | 173 |
| 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 | $334,157,000 | 338 |
| Managed Assets ($) | $64,598,000 | 575 |
| Personal trust and agency accounts, managed assets | $8,879,000 | 750 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,544,000 | 138 |
| Employee benefit-defined benefit accounts, managed assets | $13,214,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $9,423,000 | 450 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $4,538,000 | 576 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| 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 | $8,614,000 | 437 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $269,559,000 | 153 |
| Personal trust and agency accounts, non-managed assets | $103,201,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $151,437,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,185,000 | 142 |
| Other retirement accounts, non-managed assets | $13,301,000 | 193 |
| Corporate trust and agency accounts, non-managed assets | $4,000 | 200 |
| Investment management and advisory agency accounts, non-managed assets | $431,000 | 283 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,256,000 | 588 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,301,000 | 231 |
| 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 | $343,141,000 | 347 |
| Managed Assets ($) | $65,872,000 | 385 |
| Personal trust and agency accounts, managed assets | $9,842,000 | 380 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,800,000 | 136 |
| Employee benefit-defined benefit accounts, managed assets | $13,987,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $10,321,000 | 334 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $4,922,000 | 358 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 311 |
| 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 | $9,443,000 | 325 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $277,269,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $103,819,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $158,078,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,193,000 | 121 |
| Other retirement accounts, non-managed assets | $13,545,000 | 154 |
| Corporate trust and agency accounts, non-managed assets | $202,000 | 102 |
| Investment management and advisory agency accounts, non-managed assets | $432,000 | 189 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,247,000 | 359 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,545,000 | 176 |
| 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 | $348,801,000 | 341 |
| Managed Assets ($) | $66,843,000 | 385 |
| Personal trust and agency accounts, managed assets | $9,652,000 | 381 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,933,000 | 134 |
| Employee benefit-defined benefit accounts, managed assets | $14,832,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $8,591,000 | 341 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $4,835,000 | 360 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 312 |
| 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 | $7,741,000 | 331 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $281,958,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $103,558,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $163,728,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,158,000 | 123 |
| Other retirement accounts, non-managed assets | $13,082,000 | 156 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $432,000 | 189 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,247,000 | 360 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,082,000 | 177 |
| 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 | $337,902,000 | 344 |
| Managed Assets ($) | $64,631,000 | 388 |
| Personal trust and agency accounts, managed assets | $9,650,000 | 382 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,638,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $14,822,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $6,252,000 | 348 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $3,269,000 | 361 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 308 |
| 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 | $5,411,000 | 335 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $273,271,000 | 163 |
| Personal trust and agency accounts, non-managed assets | $93,095,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $162,353,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,192,000 | 122 |
| Other retirement accounts, non-managed assets | $16,088,000 | 143 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $543,000 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,248,000 | 361 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,960,000 | 179 |
| 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 | $331,196,000 | 350 |
| Managed Assets ($) | $64,815,000 | 584 |
| Personal trust and agency accounts, managed assets | $9,733,000 | 764 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,888,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $14,632,000 | 148 |
| Other employee benefit and retirement-related accounts, managed assets | $6,074,000 | 501 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $3,488,000 | 602 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 492 |
| 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 | $5,274,000 | 470 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $266,381,000 | 164 |
| Personal trust and agency accounts, non-managed assets | $100,338,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $148,113,000 | 109 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,166,000 | 144 |
| Other retirement accounts, non-managed assets | $16,202,000 | 180 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $562,000 | 283 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,252,000 | 597 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,661,000 | 249 |
| 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 | $321,980,000 | 349 |
| Managed Assets ($) | $63,221,000 | 382 |
| Personal trust and agency accounts, managed assets | $9,559,000 | 375 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,698,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $14,419,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $5,073,000 | 346 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $3,472,000 | 359 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 304 |
| 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 | $5,073,000 | 332 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $258,759,000 | 166 |
| Personal trust and agency accounts, non-managed assets | $100,339,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $141,583,000 | 111 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,147,000 | 121 |
| Other retirement accounts, non-managed assets | $15,401,000 | 144 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $289,000 | 189 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $897,000 | 364 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,069,000 | 183 |
| 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 | $317,060,000 | 348 |
| Managed Assets ($) | $62,547,000 | 383 |
| Personal trust and agency accounts, managed assets | $9,483,000 | 375 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,619,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $14,193,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $4,877,000 | 352 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $3,375,000 | 362 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 305 |
| 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 | $4,877,000 | 336 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $254,513,000 | 165 |
| Personal trust and agency accounts, non-managed assets | $102,609,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $135,419,000 | 113 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,165,000 | 120 |
| Other retirement accounts, non-managed assets | $15,044,000 | 143 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $276,000 | 192 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $895,000 | 364 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,869,000 | 181 |
| 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 | $322,180,000 | 340 |
| Managed Assets ($) | $58,134,000 | 386 |
| Personal trust and agency accounts, managed assets | $9,423,000 | 376 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,970,000 | 138 |
| Employee benefit-defined benefit accounts, managed assets | $13,823,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $4,847,000 | 353 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $3,071,000 | 364 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 310 |
| 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 | $4,847,000 | 339 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $264,046,000 | 156 |
| Personal trust and agency accounts, non-managed assets | $107,846,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $134,743,000 | 113 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,129,000 | 119 |
| Other retirement accounts, non-managed assets | $20,022,000 | 126 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $306,000 | 193 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $892,000 | 368 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,310,000 | 188 |
| 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 | $317,146,000 | 338 |
| Managed Assets ($) | $57,730,000 | 611 |
| Personal trust and agency accounts, managed assets | $9,321,000 | 786 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,298,000 | 147 |
| Employee benefit-defined benefit accounts, managed assets | $13,111,000 | 153 |
| Other employee benefit and retirement-related accounts, managed assets | $5,044,000 | 510 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $2,956,000 | 626 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| 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 | $5,044,000 | 473 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $259,416,000 | 154 |
| Personal trust and agency accounts, non-managed assets | $108,583,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $130,763,000 | 109 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,096,000 | 148 |
| Other retirement accounts, non-managed assets | $18,659,000 | 159 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $315,000 | 296 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $889,000 | 636 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,194,000 | 281 |
| 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 | $311,450,000 | 339 |
| Managed Assets ($) | $54,507,000 | 388 |
| Personal trust and agency accounts, managed assets | $8,801,000 | 388 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,458,000 | 142 |
| Employee benefit-defined benefit accounts, managed assets | $13,203,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $5,035,000 | 350 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $3,010,000 | 365 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 299 |
| 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 | $5,035,000 | 334 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $256,943,000 | 154 |
| Personal trust and agency accounts, non-managed assets | $108,583,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $134,169,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,084,000 | 127 |
| Other retirement accounts, non-managed assets | $12,791,000 | 161 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $316,000 | 194 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 153 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,189,000 | 364 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,495,000 | 194 |
| 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 | $302,545,000 | 346 |
| Managed Assets ($) | $50,737,000 | 392 |
| Personal trust and agency accounts, managed assets | $6,321,000 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,208,000 | 148 |
| Employee benefit-defined benefit accounts, managed assets | $12,536,000 | 143 |
| Other employee benefit and retirement-related accounts, managed assets | $4,888,000 | 353 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $3,784,000 | 367 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 301 |
| 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 | $4,888,000 | 338 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $251,808,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $108,170,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $128,543,000 | 109 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,529,000 | 124 |
| Other retirement accounts, non-managed assets | $13,194,000 | 156 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $372,000 | 193 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $835,000 | 366 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,818,000 | 192 |
| 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 | $300,592,000 | 345 |
| Managed Assets ($) | $49,171,000 | 392 |
| Personal trust and agency accounts, managed assets | $5,712,000 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,923,000 | 150 |
| Employee benefit-defined benefit accounts, managed assets | $12,059,000 | 143 |
| Other employee benefit and retirement-related accounts, managed assets | $4,761,000 | 354 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $3,716,000 | 365 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 299 |
| 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 | $4,761,000 | 337 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $251,421,000 | 154 |
| Personal trust and agency accounts, non-managed assets | $109,480,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $127,129,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,499,000 | 124 |
| Other retirement accounts, non-managed assets | $13,059,000 | 153 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $254,000 | 199 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $829,000 | 364 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,858,000 | 191 |
| 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 | $305,633,000 | 348 |
| Managed Assets ($) | $49,658,000 | 640 |
| Personal trust and agency accounts, managed assets | $6,249,000 | 870 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,773,000 | 167 |
| Employee benefit-defined benefit accounts, managed assets | $12,874,000 | 158 |
| Other employee benefit and retirement-related accounts, managed assets | $4,728,000 | 515 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $3,034,000 | 639 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| 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 | $4,728,000 | 479 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $255,975,000 | 152 |
| Personal trust and agency accounts, non-managed assets | $113,946,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $126,485,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,261,000 | 152 |
| Other retirement accounts, non-managed assets | $13,913,000 | 194 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $370,000 | 314 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $589,000 | 673 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,522,000 | 265 |
| 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 | $311,485,000 | 345 |
| Managed Assets ($) | $48,927,000 | 385 |
| Personal trust and agency accounts, managed assets | $6,802,000 | 380 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,008,000 | 156 |
| Employee benefit-defined benefit accounts, managed assets | $12,645,000 | 140 |
| Other employee benefit and retirement-related accounts, managed assets | $4,509,000 | 349 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $2,963,000 | 366 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 296 |
| 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 | $4,509,000 | 334 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $262,558,000 | 151 |
| Personal trust and agency accounts, non-managed assets | $113,836,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $135,266,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,000 | 137 |
| Other retirement accounts, non-managed assets | $13,380,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $67,000 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,000 | 379 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,168,000 | 182 |
| 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 | $313,263,000 | 351 |
| Managed Assets ($) | $49,053,000 | 389 |
| Personal trust and agency accounts, managed assets | $7,095,000 | 384 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,602,000 | 161 |
| Employee benefit-defined benefit accounts, managed assets | $12,747,000 | 141 |
| Other employee benefit and retirement-related accounts, managed assets | $4,475,000 | 355 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $3,134,000 | 369 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 295 |
| 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 | $4,475,000 | 333 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $264,210,000 | 155 |
| Personal trust and agency accounts, non-managed assets | $113,836,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $136,788,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $13,549,000 | 151 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $37,000 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,000 | 384 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,277,000 | 190 |
| 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 | $299,146,000 | 362 |
| Managed Assets ($) | $42,760,000 | 389 |
| Personal trust and agency accounts, managed assets | $7,255,000 | 384 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,695,000 | 183 |
| Employee benefit-defined benefit accounts, managed assets | $13,223,000 | 141 |
| Other employee benefit and retirement-related accounts, managed assets | $4,456,000 | 351 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $3,131,000 | 368 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 292 |
| 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 | $4,226,000 | 334 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $256,386,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $114,371,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $127,552,000 | 110 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 139 |
| Other retirement accounts, non-managed assets | $14,426,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $37,000 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $589,000 | 374 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,395,000 | 191 |
| 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 | $284,715,000 | 370 |
| Managed Assets ($) | $37,890,000 | 699 |
| Personal trust and agency accounts, managed assets | $495,000 | 1,136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,060,000 | 201 |
| Employee benefit-defined benefit accounts, managed assets | $12,927,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $4,337,000 | 536 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $3,071,000 | 656 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| 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 | $4,015,000 | 507 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $246,825,000 | 160 |
| Personal trust and agency accounts, non-managed assets | $114,274,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $118,113,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 180 |
| Other retirement accounts, non-managed assets | $14,438,000 | 195 |
| 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 | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,000 | 752 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,018,000 | 280 |
| 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 | $280,717,000 | 367 |
| Managed Assets ($) | $31,878,000 | 389 |
| Personal trust and agency accounts, managed assets | $489,000 | 396 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,828,000 | 184 |
| Employee benefit-defined benefit accounts, managed assets | $7,902,000 | 165 |
| Other employee benefit and retirement-related accounts, managed assets | $3,860,000 | 353 |
| Corporate trust and agency accounts, managed assets | $754,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $3,045,000 | 367 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 293 |
| 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 | $3,860,000 | 331 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $248,839,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $114,924,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $116,632,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $12,976,000 | 155 |
| Corporate trust and agency accounts, non-managed assets | $4,307,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,000 | 380 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,875,000 | 192 |
| 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 | $268,629,000 | 378 |
| Managed Assets ($) | $43,252,000 | 388 |
| Personal trust and agency accounts, managed assets | $5,808,000 | 383 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,789,000 | 182 |
| Employee benefit-defined benefit accounts, managed assets | $13,763,000 | 138 |
| Other employee benefit and retirement-related accounts, managed assets | $3,973,000 | 354 |
| Corporate trust and agency accounts, managed assets | $801,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $3,118,000 | 367 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
| 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 | $3,973,000 | 330 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $225,377,000 | 165 |
| Personal trust and agency accounts, non-managed assets | $98,042,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $110,508,000 | 115 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $11,903,000 | 162 |
| Corporate trust and agency accounts, non-managed assets | $4,924,000 | 81 |
| 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 | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,000 | 381 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,920,000 | 195 |
| 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 | $257,416,000 | 382 |
| Managed Assets ($) | $34,198,000 | 392 |
| Personal trust and agency accounts, managed assets | $9,513,000 | 384 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,772,000 | 256 |
| Employee benefit-defined benefit accounts, managed assets | $13,385,000 | 138 |
| Other employee benefit and retirement-related accounts, managed assets | $3,727,000 | 358 |
| Corporate trust and agency accounts, managed assets | $774,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $3,027,000 | 369 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 290 |
| 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 | $3,727,000 | 334 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $223,218,000 | 163 |
| Personal trust and agency accounts, non-managed assets | $98,525,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $108,195,000 | 118 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 144 |
| Other retirement accounts, non-managed assets | $11,744,000 | 163 |
| Corporate trust and agency accounts, non-managed assets | $4,754,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $595,000 | 375 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,922,000 | 193 |
| 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 | $239,117,000 | 393 |
| Managed Assets ($) | $18,345,000 | 829 |
| Personal trust and agency accounts, managed assets | $9,603,000 | 838 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,125,000 | 364 |
| Employee benefit-defined benefit accounts, managed assets | $826,000 | 291 |
| Other employee benefit and retirement-related accounts, managed assets | $2,488,000 | 569 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $2,303,000 | 666 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 488 |
| 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 | $2,488,000 | 524 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $220,772,000 | 164 |
| Personal trust and agency accounts, non-managed assets | $98,519,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $108,530,000 | 122 |
| Employee benefit-defined benefit accounts, non-managed Assets | $683,000 | 165 |
| Other retirement accounts, non-managed assets | $13,040,000 | 214 |
| 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 | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $36,000 | 763 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,662,000 | 317 |
| 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 | $116,948,000 | 384 |
| Managed Assets ($) | $15,140,000 | 378 |
| Personal trust and agency accounts, managed assets | $9,281,000 | 365 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,313,000 | 277 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $2,334,000 | 343 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $2,212,000 | 349 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| 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 | $2,334,000 | 321 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $101,808,000 | 218 |
| Personal trust and agency accounts, non-managed assets | $468,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $87,313,000 | 123 |
| Employee benefit-defined benefit accounts, non-managed Assets | $600,000 | 127 |
| Other retirement accounts, non-managed assets | $13,427,000 | 152 |
| 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 | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $97,092,000 | 196 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,936,000 | 186 |
| 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 | $116,256,000 | 385 |
| Managed Assets ($) | $14,878,000 | 380 |
| Personal trust and agency accounts, managed assets | $9,694,000 | 367 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $657,000 | 291 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $2,390,000 | 345 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $2,137,000 | 351 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $2,390,000 | 319 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $101,378,000 | 219 |
| Personal trust and agency accounts, non-managed assets | $367,000 | 300 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $88,012,000 | 121 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $12,999,000 | 155 |
| 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 | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $97,185,000 | 192 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,999,000 | 177 |
| 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 | $117,566,000 | 387 |
| Managed Assets ($) | $17,795,000 | 382 |
| Personal trust and agency accounts, managed assets | $12,667,000 | 365 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $657,000 | 289 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $2,304,000 | 347 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $2,167,000 | 354 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $2,304,000 | 319 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $99,771,000 | 225 |
| Personal trust and agency accounts, non-managed assets | $0 | 329 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $86,097,000 | 127 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $13,674,000 | 152 |
| 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 | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $96,723,000 | 196 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,860,000 | 185 |
| 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 | $136,584,000 | 501 |
| Managed Assets ($) | $38,001,000 | 686 |
| Personal trust and agency accounts, managed assets | $13,523,000 | 766 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 530 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 725 |
| Corporate trust and agency accounts, managed assets | $22,271,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $2,106,000 | 684 |
| Foundation and endowment trust and agency accounts, managed assets | $101,000 | 474 |
| 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 | $0 | 633 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $98,583,000 | 240 |
| Personal trust and agency accounts, non-managed assets | $0 | 842 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $83,020,000 | 127 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
| Other retirement accounts, non-managed assets | $15,563,000 | 177 |
| 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 | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $106,639,000 | 212 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,468,000 | 216 |
| 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 | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Personal trust and agency accounts, managed assets | $0 | 376 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 293 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 212 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 349 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 344 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| 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 | $0 | 318 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 370 |
| Personal trust and agency accounts, non-managed assets | $0 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 289 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $0 | 313 |
| 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 | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 356 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 320 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,072 |
| Fiduciary power exercised | $0 | 1,545 |
| Fiduciary or related activity | $0 | 1,466 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Personal trust and agency accounts, managed assets | $0 | 380 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 352 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 348 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| 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 | $0 | 319 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 372 |
| Personal trust and agency accounts, non-managed assets | $0 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 288 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $0 | 321 |
| 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 | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 361 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 323 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,083 |
| Fiduciary power exercised | $0 | 1,544 |
| Fiduciary or related activity | $0 | 1,466 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Personal trust and agency accounts, managed assets | $0 | 381 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 213 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 351 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 346 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| 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 | $0 | 318 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 371 |
| Personal trust and agency accounts, non-managed assets | $0 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 286 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 149 |
| Other retirement accounts, non-managed assets | $0 | 318 |
| 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 | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 361 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 322 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,104 |
| Fiduciary power exercised | $0 | 1,550 |
| Fiduciary or related activity | $0 | 1,476 |
| Total fiduciary and related assets | $0 | 1,461 |
| Managed Assets ($) | $0 | 1,372 |
| Personal trust and agency accounts, managed assets | $0 | 1,340 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 547 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 748 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 786 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 471 |
| 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 | $0 | 652 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $0 | 1,160 |
| Personal trust and agency accounts, non-managed assets | $0 | 854 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 559 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 200 |
| Other retirement accounts, non-managed assets | $0 | 778 |
| 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 | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 826 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 786 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,121 |
| Fiduciary power exercised | $0 | 1,576 |
| Fiduciary or related activity | $0 | 1,500 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Personal trust and agency accounts, managed assets | $0 | 394 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 292 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 352 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 358 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
| 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 | $0 | 320 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 393 |
| Personal trust and agency accounts, non-managed assets | $0 | 323 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $0 | 324 |
| 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 | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 369 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 320 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,140 |
| Fiduciary power exercised | $0 | 1,589 |
| Fiduciary or related activity | $0 | 1,512 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Personal trust and agency accounts, managed assets | $0 | 400 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 297 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 223 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 358 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 362 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 261 |
| 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 | $0 | 322 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 398 |
| Personal trust and agency accounts, non-managed assets | $0 | 327 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $0 | 325 |
| 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 | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 372 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 322 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,157 |
| Fiduciary power exercised | $0 | 1,606 |
| Fiduciary or related activity | $0 | 1,531 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Personal trust and agency accounts, managed assets | $0 | 405 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 305 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 363 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 368 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| 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 | $0 | 324 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 403 |
| Personal trust and agency accounts, non-managed assets | $0 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 294 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $0 | 333 |
| 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 | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 376 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 324 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,183 |
| Fiduciary power exercised | $0 | 1,631 |
| Fiduciary or related activity | $0 | 1,555 |
| Total fiduciary and related assets | $0 | 1,537 |
| Managed Assets ($) | $0 | 1,439 |
| Personal trust and agency accounts, managed assets | $0 | 1,405 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 583 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 356 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 767 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 825 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 654 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $0 | 1,212 |
| Personal trust and agency accounts, non-managed assets | $0 | 894 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 577 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
| Other retirement accounts, non-managed assets | $0 | 797 |
| 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 | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 865 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 793 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,195 |
| Fiduciary power exercised | $0 | 1,644 |
| Fiduciary or related activity | $0 | 1,565 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Personal trust and agency accounts, managed assets | $0 | 387 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 231 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 349 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 354 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 312 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 389 |
| Personal trust and agency accounts, non-managed assets | $0 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
| Other retirement accounts, non-managed assets | $0 | 311 |
| 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 | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 370 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 306 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,202 |
| Fiduciary power exercised | $0 | 1,653 |
| Fiduciary or related activity | $0 | 1,572 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Personal trust and agency accounts, managed assets | $0 | 384 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 299 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 229 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 350 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| 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 | $0 | 306 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 392 |
| Personal trust and agency accounts, non-managed assets | $0 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $0 | 312 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 370 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,230 |
| Fiduciary power exercised | $0 | 1,664 |
| Fiduciary or related activity | $0 | 1,585 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Personal trust and agency accounts, managed assets | $0 | 388 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 303 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 355 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 359 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 259 |
| 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 | $0 | 310 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 399 |
| Personal trust and agency accounts, non-managed assets | $0 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 299 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $0 | 313 |
| 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 | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 376 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,244 |
| Fiduciary power exercised | $0 | 1,675 |
| Fiduciary or related activity | $0 | 1,593 |
| Total fiduciary and related assets | $0 | 1,581 |
| Managed Assets ($) | $0 | 1,484 |
| Personal trust and agency accounts, managed assets | $0 | 1,441 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 604 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 372 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 788 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 835 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 453 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 654 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $0 | 1,242 |
| Personal trust and agency accounts, non-managed assets | $0 | 920 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 594 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
| Other retirement accounts, non-managed assets | $0 | 806 |
| 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 | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 878 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 794 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,265 |
| Fiduciary power exercised | $0 | 1,685 |
| Fiduciary or related activity | $0 | 1,605 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Personal trust and agency accounts, managed assets | $0 | 376 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 342 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 353 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 385 |
| Personal trust and agency accounts, non-managed assets | $0 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 288 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $0 | 306 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 361 |
| 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 | $0 | 2,285 |
| Fiduciary power exercised | $0 | 1,701 |
| Fiduciary or related activity | $0 | 1,617 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Personal trust and agency accounts, managed assets | $0 | 383 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 304 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 225 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 346 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 360 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 391 |
| Personal trust and agency accounts, non-managed assets | $0 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $0 | 311 |
| Corporate trust and agency accounts, non-managed assets | $0 | 161 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 373 |
| 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 | $0 | 2,301 |
| Fiduciary power exercised | $0 | 1,711 |
| Fiduciary or related activity | $0 | 1,627 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Personal trust and agency accounts, managed assets | $0 | 385 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 306 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 226 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 348 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 362 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 392 |
| Personal trust and agency accounts, non-managed assets | $0 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $0 | 312 |
| Corporate trust and agency accounts, non-managed assets | $0 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 377 |
| 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 | $0 | 2,321 |
| Fiduciary power exercised | $0 | 1,723 |
| Fiduciary or related activity | $0 | 1,634 |
| Total fiduciary and related assets | $0 | 1,618 |
| Managed Assets ($) | $0 | 1,519 |
| Personal trust and agency accounts, managed assets | $0 | 1,470 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 632 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 370 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 777 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 851 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,241 |
| Personal trust and agency accounts, non-managed assets | $0 | 946 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 603 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $0 | 811 |
| Corporate trust and agency accounts, non-managed assets | $0 | 351 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 874 |
| 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 | $0 | 2,346 |
| Fiduciary power exercised | $0 | 1,749 |
| Fiduciary or related activity | $0 | 1,659 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Personal trust and agency accounts, managed assets | $0 | 411 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 321 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 375 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 420 |
| Personal trust and agency accounts, non-managed assets | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 313 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $0 | 330 |
| Corporate trust and agency accounts, non-managed assets | $0 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 396 |
| 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 | $0 | 2,370 |
| Fiduciary power exercised | $0 | 1,767 |
| Fiduciary or related activity | $0 | 1,672 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Personal trust and agency accounts, managed assets | $0 | 415 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 324 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 240 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 381 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 394 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 426 |
| Personal trust and agency accounts, non-managed assets | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 320 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 400 |
| 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 | $0 | 2,389 |
| Fiduciary power exercised | $0 | 1,777 |
| Fiduciary or related activity | $0 | 1,684 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Personal trust and agency accounts, managed assets | $0 | 426 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 327 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 239 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 388 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 400 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 431 |
| Personal trust and agency accounts, non-managed assets | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 327 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $0 | 341 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 407 |
| 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 | $0 | 2,411 |
| Fiduciary power exercised | $0 | 1,786 |
| Fiduciary or related activity | $0 | 1,696 |
| Total fiduciary and related assets | $0 | 1,685 |
| Managed Assets ($) | $0 | 1,581 |
| Personal trust and agency accounts, managed assets | $0 | 1,532 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 666 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 395 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 790 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 880 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,291 |
| Personal trust and agency accounts, non-managed assets | $0 | 969 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 633 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $0 | 860 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 908 |
| 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 | $0 | 2,428 |
| Fiduciary power exercised | $0 | 1,805 |
| Fiduciary or related activity | $0 | 1,715 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Personal trust and agency accounts, managed assets | $0 | 406 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 317 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 368 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 380 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 416 |
| Personal trust and agency accounts, non-managed assets | $0 | 344 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 392 |
| 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 | $0 | 2,445 |
| Fiduciary power exercised | $0 | 1,809 |
| Fiduciary or related activity | $0 | 1,721 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Personal trust and agency accounts, managed assets | $0 | 414 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 323 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 384 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 421 |
| Personal trust and agency accounts, non-managed assets | $0 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 401 |
| 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 | $0 | 2,453 |
| Fiduciary power exercised | $0 | 1,815 |
| Fiduciary or related activity | $0 | 1,720 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Personal trust and agency accounts, managed assets | $0 | 415 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 324 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 244 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 374 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 424 |
| Personal trust and agency accounts, non-managed assets | $0 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 401 |
| 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 | $0 | 2,464 |
| Fiduciary power exercised | $0 | 1,827 |
| Fiduciary or related activity | $0 | 1,740 |
| Total fiduciary and related assets | $0 | 1,730 |
| Managed Assets ($) | $0 | 1,624 |
| Personal trust and agency accounts, managed assets | $0 | 1,568 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 706 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 424 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 788 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 891 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,321 |
| Personal trust and agency accounts, non-managed assets | $0 | 983 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 653 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $0 | 853 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 947 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |