Home > First Bank & Trust > Total Fiduciary and Related Assets
First Bank & Trust, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,217,930,000 | 137 |
| Managed Assets ($) | $2,503,697,000 | 121 |
| Personal trust and agency accounts, managed assets | $630,576,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $682,910,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 271 |
| Other employee benefit and retirement-related accounts, managed assets | $213,283,000 | 119 |
| Corporate trust and agency accounts, managed assets | $728,000 | 103 |
| Investment management and investment advisory agency accounts, managed assets | $743,575,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | $232,625,000 | 86 |
| 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 | $213,283,000 | 117 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $714,233,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $468,775,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,082,000 | 188 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $53,819,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $5,778,000 | 83 |
| Investment management and advisory agency accounts, non-managed assets | $157,709,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,070,000 | 119 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $196,494,000 | 197 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $53,819,000 | 82 |
| 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 | $3,016,643,000 | 140 |
| Managed Assets ($) | $2,359,740,000 | 122 |
| Personal trust and agency accounts, managed assets | $606,867,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $628,787,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 208 |
| Other employee benefit and retirement-related accounts, managed assets | $193,895,000 | 122 |
| Corporate trust and agency accounts, managed assets | $2,452,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $704,069,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | $223,670,000 | 86 |
| 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 | $193,895,000 | 118 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $656,903,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $415,301,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,196,000 | 150 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $47,853,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $7,594,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $154,851,000 | 35 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,108,000 | 101 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $186,068,000 | 182 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $47,853,000 | 76 |
| 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 | $3,068,940,000 | 140 |
| Managed Assets ($) | $2,432,306,000 | 113 |
| Personal trust and agency accounts, managed assets | $644,661,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $654,114,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $197,849,000 | 119 |
| Corporate trust and agency accounts, managed assets | $1,830,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $705,888,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | $227,964,000 | 85 |
| 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 | $197,849,000 | 112 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $636,634,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $398,048,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,465,000 | 170 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $48,867,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $8,971,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | $149,232,000 | 41 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,051,000 | 112 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $186,699,000 | 184 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $48,867,000 | 83 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,971,630,000 | 148 |
| Managed Assets ($) | $2,324,782,000 | 127 |
| Personal trust and agency accounts, managed assets | $621,890,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $613,696,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 170 |
| Other employee benefit and retirement-related accounts, managed assets | $191,220,000 | 126 |
| Corporate trust and agency accounts, managed assets | $1,342,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $674,541,000 | 136 |
| Foundation and endowment trust and agency accounts, managed assets | $222,093,000 | 91 |
| 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 | $191,220,000 | 117 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $646,848,000 | 145 |
| Personal trust and agency accounts, non-managed assets | $397,885,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $29,819,000 | 152 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $47,637,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $19,217,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $147,582,000 | 45 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,708,000 | 93 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $220,693,000 | 176 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $47,637,000 | 78 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,847,229,000 | 151 |
| Managed Assets ($) | $2,220,193,000 | 128 |
| Personal trust and agency accounts, managed assets | $586,871,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $576,526,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 236 |
| Other employee benefit and retirement-related accounts, managed assets | $184,110,000 | 127 |
| Corporate trust and agency accounts, managed assets | $741,000 | 103 |
| Investment management and investment advisory agency accounts, managed assets | $657,772,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | $214,173,000 | 95 |
| 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 | $184,110,000 | 119 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $627,036,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $404,835,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $28,543,000 | 188 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $46,478,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $4,755,000 | 87 |
| Investment management and advisory agency accounts, non-managed assets | $138,040,000 | 47 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,385,000 | 106 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $230,019,000 | 190 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $46,477,000 | 94 |
| 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 | $2,712,038,000 | 151 |
| Managed Assets ($) | $2,092,342,000 | 126 |
| Personal trust and agency accounts, managed assets | $606,092,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $541,325,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 180 |
| Other employee benefit and retirement-related accounts, managed assets | $173,461,000 | 130 |
| Corporate trust and agency accounts, managed assets | $2,391,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $546,935,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | $222,138,000 | 87 |
| 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 | $173,461,000 | 122 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $619,696,000 | 144 |
| Personal trust and agency accounts, non-managed assets | $412,227,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $27,901,000 | 167 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $44,817,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $873,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $129,738,000 | 45 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,140,000 | 98 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $202,821,000 | 178 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $44,817,000 | 82 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,779,663,000 | 123 |
| Managed Assets ($) | $2,172,471,000 | 105 |
| Personal trust and agency accounts, managed assets | $632,302,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $557,718,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $183,650,000 | 120 |
| Corporate trust and agency accounts, managed assets | $1,778,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $565,817,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | $231,206,000 | 75 |
| 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 | $182,828,000 | 114 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $607,192,000 | 117 |
| Personal trust and agency accounts, non-managed assets | $412,573,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,632,000 | 174 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $48,568,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $3,838,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | $113,410,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,171,000 | 89 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $207,788,000 | 164 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $47,765,000 | 80 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,927,963,000 | 127 |
| Managed Assets ($) | $2,312,583,000 | 107 |
| Personal trust and agency accounts, managed assets | $663,996,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $634,442,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $205,273,000 | 118 |
| Corporate trust and agency accounts, managed assets | $1,339,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $559,520,000 | 137 |
| Foundation and endowment trust and agency accounts, managed assets | $248,013,000 | 76 |
| 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 | $202,777,000 | 114 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $615,380,000 | 119 |
| Personal trust and agency accounts, non-managed assets | $398,976,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $27,742,000 | 160 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $53,002,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $16,165,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | $114,743,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,752,000 | 86 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $214,458,000 | 156 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $52,174,000 | 76 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,916,369,000 | 130 |
| Managed Assets ($) | $2,309,519,000 | 109 |
| Personal trust and agency accounts, managed assets | $646,609,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $662,578,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 237 |
| Other employee benefit and retirement-related accounts, managed assets | $206,896,000 | 127 |
| Corporate trust and agency accounts, managed assets | $734,000 | 103 |
| Investment management and investment advisory agency accounts, managed assets | $547,818,000 | 144 |
| Foundation and endowment trust and agency accounts, managed assets | $244,884,000 | 78 |
| 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 | $204,282,000 | 118 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $606,850,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $395,952,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,511,000 | 186 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
| Other retirement accounts, non-managed assets | $53,806,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $1,271,000 | 109 |
| Investment management and advisory agency accounts, non-managed assets | $119,300,000 | 46 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,010,000 | 91 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $202,887,000 | 185 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $52,794,000 | 90 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,816,144,000 | 128 |
| Managed Assets ($) | $2,204,461,000 | 113 |
| Personal trust and agency accounts, managed assets | $613,058,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $631,060,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $195,942,000 | 128 |
| Corporate trust and agency accounts, managed assets | $2,351,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $532,345,000 | 143 |
| Foundation and endowment trust and agency accounts, managed assets | $229,705,000 | 79 |
| 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 | $192,695,000 | 121 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $611,683,000 | 122 |
| Personal trust and agency accounts, non-managed assets | $382,872,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $27,001,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
| Other retirement accounts, non-managed assets | $57,178,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $760,000 | 78 |
| Investment management and advisory agency accounts, non-managed assets | $139,723,000 | 35 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,149,000 | 79 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $191,807,000 | 161 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $52,756,000 | 74 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,757,585,000 | 130 |
| Managed Assets ($) | $2,177,650,000 | 113 |
| Personal trust and agency accounts, managed assets | $602,412,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $630,537,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $195,395,000 | 131 |
| Corporate trust and agency accounts, managed assets | $1,748,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $528,787,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | $218,771,000 | 78 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $192,019,000 | 123 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $579,935,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $377,895,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,079,000 | 185 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $57,469,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $5,745,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | $111,085,000 | 42 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,662,000 | 76 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $173,067,000 | 178 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $53,324,000 | 82 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,755,735,000 | 126 |
| Managed Assets ($) | $2,170,644,000 | 109 |
| Personal trust and agency accounts, managed assets | $683,780,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $595,652,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $183,743,000 | 132 |
| Corporate trust and agency accounts, managed assets | $1,762,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $508,322,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | $197,385,000 | 80 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $180,493,000 | 125 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $585,091,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $371,826,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,194,000 | 167 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $56,356,000 | 77 |
| Corporate trust and agency accounts, non-managed assets | $22,570,000 | 55 |
| Investment management and advisory agency accounts, non-managed assets | $111,752,000 | 35 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,393,000 | 74 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $181,946,000 | 166 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $52,428,000 | 74 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,419,977,000 | 133 |
| Managed Assets ($) | $2,024,608,000 | 115 |
| Personal trust and agency accounts, managed assets | $651,650,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $524,853,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 245 |
| Other employee benefit and retirement-related accounts, managed assets | $171,777,000 | 133 |
| Corporate trust and agency accounts, managed assets | $852,000 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $483,891,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | $191,585,000 | 80 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $169,562,000 | 128 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $395,369,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $205,692,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,695,000 | 225 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 148 |
| Other retirement accounts, non-managed assets | $54,974,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $8,982,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | $104,869,000 | 42 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,157,000 | 87 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $132,313,000 | 204 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $51,126,000 | 87 |
| 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 | $1,690,697,000 | 157 |
| Managed Assets ($) | $1,501,811,000 | 132 |
| Personal trust and agency accounts, managed assets | $448,409,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $465,934,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $131,935,000 | 146 |
| Corporate trust and agency accounts, managed assets | $2,756,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $291,063,000 | 179 |
| Foundation and endowment trust and agency accounts, managed assets | $161,714,000 | 83 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $128,722,000 | 141 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $188,886,000 | 180 |
| Personal trust and agency accounts, non-managed assets | $2,818,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,209,000 | 171 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 122 |
| Other retirement accounts, non-managed assets | $46,639,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $5,305,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $115,226,000 | 38 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,689,000 | 80 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $70,100,000 | 205 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $43,399,000 | 82 |
| 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 | $1,646,189,000 | 156 |
| Managed Assets ($) | $1,465,273,000 | 131 |
| Personal trust and agency accounts, managed assets | $467,109,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $452,851,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $118,511,000 | 155 |
| Corporate trust and agency accounts, managed assets | $1,287,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $279,728,000 | 186 |
| Foundation and endowment trust and agency accounts, managed assets | $145,787,000 | 86 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $114,766,000 | 149 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $180,916,000 | 190 |
| Personal trust and agency accounts, non-managed assets | $2,791,000 | 253 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,758,000 | 194 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $44,688,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $5,368,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $109,849,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,462,000 | 85 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $68,713,000 | 221 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $41,706,000 | 90 |
| 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 | $1,488,188,000 | 157 |
| Managed Assets ($) | $1,325,979,000 | 134 |
| Personal trust and agency accounts, managed assets | $451,216,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $389,087,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 179 |
| Other employee benefit and retirement-related accounts, managed assets | $106,598,000 | 149 |
| Corporate trust and agency accounts, managed assets | $558,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $257,724,000 | 181 |
| Foundation and endowment trust and agency accounts, managed assets | $120,796,000 | 90 |
| 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 | $101,730,000 | 144 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $162,209,000 | 186 |
| Personal trust and agency accounts, non-managed assets | $2,716,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,014,000 | 179 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $42,974,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $15,857,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | $87,673,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,975,000 | 84 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $71,060,000 | 203 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,377,000 | 93 |
| 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 | $1,627,623,000 | 160 |
| Managed Assets ($) | $1,475,807,000 | 134 |
| Personal trust and agency accounts, managed assets | $473,255,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $455,657,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $128,605,000 | 147 |
| Corporate trust and agency accounts, managed assets | $601,000 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $284,571,000 | 187 |
| Foundation and endowment trust and agency accounts, managed assets | $133,118,000 | 92 |
| 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 | $122,715,000 | 146 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $151,816,000 | 209 |
| Personal trust and agency accounts, non-managed assets | $3,009,000 | 377 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,922,000 | 240 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $48,899,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $5,362,000 | 86 |
| Investment management and advisory agency accounts, non-managed assets | $77,780,000 | 47 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,844,000 | 96 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $68,983,000 | 256 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,485,000 | 105 |
| 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 | $1,571,033,000 | 161 |
| Managed Assets ($) | $1,419,053,000 | 135 |
| Personal trust and agency accounts, managed assets | $471,862,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $427,393,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $122,682,000 | 145 |
| Corporate trust and agency accounts, managed assets | $557,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $277,295,000 | 184 |
| Foundation and endowment trust and agency accounts, managed assets | $119,264,000 | 97 |
| 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 | $116,899,000 | 145 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $151,980,000 | 195 |
| Personal trust and agency accounts, non-managed assets | $3,073,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,337,000 | 180 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 124 |
| Other retirement accounts, non-managed assets | $46,811,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $5,349,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $80,704,000 | 43 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,706,000 | 89 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $70,278,000 | 211 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $41,139,000 | 89 |
| 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 | $1,540,695,000 | 163 |
| Managed Assets ($) | $1,394,461,000 | 137 |
| Personal trust and agency accounts, managed assets | $467,051,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $423,263,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 196 |
| Other employee benefit and retirement-related accounts, managed assets | $120,783,000 | 145 |
| Corporate trust and agency accounts, managed assets | $1,015,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $269,792,000 | 185 |
| Foundation and endowment trust and agency accounts, managed assets | $112,557,000 | 96 |
| 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 | $114,943,000 | 145 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $146,234,000 | 202 |
| Personal trust and agency accounts, non-managed assets | $2,936,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,901,000 | 197 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 132 |
| Other retirement accounts, non-managed assets | $47,480,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $3,374,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | $76,970,000 | 46 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,573,000 | 87 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $71,963,000 | 217 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $41,231,000 | 96 |
| 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 | $1,412,846,000 | 171 |
| Managed Assets ($) | $1,253,251,000 | 146 |
| Personal trust and agency accounts, managed assets | $461,484,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $405,918,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $117,378,000 | 146 |
| Corporate trust and agency accounts, managed assets | $557,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $258,946,000 | 186 |
| Foundation and endowment trust and agency accounts, managed assets | $8,968,000 | 251 |
| 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 | $111,564,000 | 147 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $159,595,000 | 199 |
| Personal trust and agency accounts, non-managed assets | $3,032,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,550,000 | 200 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $46,551,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $16,332,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $78,631,000 | 47 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,499,000 | 89 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $236,285,000 | 155 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $40,445,000 | 96 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,286,262,000 | 171 |
| Managed Assets ($) | $1,149,647,000 | 144 |
| Personal trust and agency accounts, managed assets | $427,302,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $360,302,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 267 |
| Other employee benefit and retirement-related accounts, managed assets | $107,019,000 | 145 |
| Corporate trust and agency accounts, managed assets | $51,000 | 130 |
| Investment management and investment advisory agency accounts, managed assets | $246,634,000 | 183 |
| Foundation and endowment trust and agency accounts, managed assets | $8,339,000 | 308 |
| 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 | $101,595,000 | 147 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $136,615,000 | 208 |
| Personal trust and agency accounts, non-managed assets | $2,947,000 | 364 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,874,000 | 249 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $43,540,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $1,281,000 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $74,825,000 | 48 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,148,000 | 102 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $183,995,000 | 174 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,962,000 | 104 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,365,529,000 | 171 |
| Managed Assets ($) | $1,212,461,000 | 146 |
| Personal trust and agency accounts, managed assets | $437,358,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $397,256,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 200 |
| Other employee benefit and retirement-related accounts, managed assets | $115,698,000 | 148 |
| Corporate trust and agency accounts, managed assets | $557,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $252,267,000 | 187 |
| Foundation and endowment trust and agency accounts, managed assets | $9,325,000 | 250 |
| 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 | $109,536,000 | 149 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $153,068,000 | 202 |
| Personal trust and agency accounts, non-managed assets | $3,085,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,508,000 | 197 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $48,316,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $5,988,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | $78,715,000 | 48 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,456,000 | 89 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $190,691,000 | 162 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,175,000 | 94 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,358,994,000 | 169 |
| Managed Assets ($) | $1,205,075,000 | 143 |
| Personal trust and agency accounts, managed assets | $440,478,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $387,405,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $107,022,000 | 156 |
| Corporate trust and agency accounts, managed assets | $449,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $260,346,000 | 185 |
| Foundation and endowment trust and agency accounts, managed assets | $9,375,000 | 251 |
| 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 | $104,403,000 | 154 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $153,919,000 | 203 |
| Personal trust and agency accounts, non-managed assets | $3,109,000 | 242 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,518,000 | 192 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $41,980,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $3,502,000 | 78 |
| Investment management and advisory agency accounts, non-managed assets | $85,456,000 | 43 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,354,000 | 87 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $187,934,000 | 161 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $41,314,000 | 92 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,338,878,000 | 170 |
| Managed Assets ($) | $1,171,584,000 | 143 |
| Personal trust and agency accounts, managed assets | $437,855,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $365,805,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 204 |
| Other employee benefit and retirement-related accounts, managed assets | $99,487,000 | 164 |
| Corporate trust and agency accounts, managed assets | $2,000 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $259,154,000 | 182 |
| Foundation and endowment trust and agency accounts, managed assets | $9,281,000 | 252 |
| 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 | $98,981,000 | 156 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $167,294,000 | 198 |
| Personal trust and agency accounts, non-managed assets | $3,108,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,484,000 | 193 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $41,781,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $14,565,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | $87,058,000 | 44 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,298,000 | 86 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $192,092,000 | 158 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $41,360,000 | 92 |
| 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 | $1,245,619,000 | 176 |
| Managed Assets ($) | $1,091,671,000 | 150 |
| Personal trust and agency accounts, managed assets | $393,406,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $345,556,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 275 |
| Other employee benefit and retirement-related accounts, managed assets | $100,346,000 | 163 |
| Corporate trust and agency accounts, managed assets | $612,000 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $242,398,000 | 187 |
| Foundation and endowment trust and agency accounts, managed assets | $9,353,000 | 302 |
| 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 | $99,836,000 | 157 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $153,948,000 | 206 |
| Personal trust and agency accounts, non-managed assets | $3,138,000 | 369 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,651,000 | 225 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 163 |
| Other retirement accounts, non-managed assets | $41,355,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $1,428,000 | 130 |
| Investment management and advisory agency accounts, non-managed assets | $86,890,000 | 43 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,486,000 | 98 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $193,098,000 | 164 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $40,884,000 | 102 |
| 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 | $1,211,516,000 | 178 |
| Managed Assets ($) | $1,048,494,000 | 149 |
| Personal trust and agency accounts, managed assets | $377,730,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $332,266,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 206 |
| Other employee benefit and retirement-related accounts, managed assets | $95,804,000 | 164 |
| Corporate trust and agency accounts, managed assets | $1,000 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $233,519,000 | 188 |
| Foundation and endowment trust and agency accounts, managed assets | $9,174,000 | 247 |
| 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 | $95,305,000 | 158 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $163,022,000 | 199 |
| Personal trust and agency accounts, non-managed assets | $3,238,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,081,000 | 190 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $41,107,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $5,986,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | $92,214,000 | 43 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,396,000 | 89 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $117,248,000 | 192 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $40,624,000 | 90 |
| 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 | $1,117,769,000 | 186 |
| Managed Assets ($) | $934,361,000 | 158 |
| Personal trust and agency accounts, managed assets | $303,914,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $319,840,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $91,507,000 | 164 |
| Corporate trust and agency accounts, managed assets | $3,000 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $210,378,000 | 197 |
| Foundation and endowment trust and agency accounts, managed assets | $8,719,000 | 249 |
| 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 | $90,888,000 | 155 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $183,408,000 | 190 |
| Personal trust and agency accounts, non-managed assets | $12,466,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,131,000 | 194 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $40,366,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $4,261,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | $106,962,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,222,000 | 93 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $124,466,000 | 183 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $39,968,000 | 96 |
| 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 | $1,096,705,000 | 186 |
| Managed Assets ($) | $911,382,000 | 156 |
| Personal trust and agency accounts, managed assets | $293,997,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $317,063,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 207 |
| Other employee benefit and retirement-related accounts, managed assets | $88,419,000 | 165 |
| Corporate trust and agency accounts, managed assets | $1,000 | 80 |
| Investment management and investment advisory agency accounts, managed assets | $205,650,000 | 194 |
| Foundation and endowment trust and agency accounts, managed assets | $6,252,000 | 263 |
| 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 | $87,452,000 | 158 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $185,323,000 | 185 |
| Personal trust and agency accounts, non-managed assets | $12,425,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,870,000 | 192 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $37,122,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $14,605,000 | 72 |
| Investment management and advisory agency accounts, non-managed assets | $97,317,000 | 36 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,984,000 | 79 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $127,420,000 | 180 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,122,000 | 94 |
| 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 | $1,056,755,000 | 185 |
| Managed Assets ($) | $884,092,000 | 156 |
| Personal trust and agency accounts, managed assets | $285,879,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $296,651,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 280 |
| Other employee benefit and retirement-related accounts, managed assets | $81,477,000 | 170 |
| Corporate trust and agency accounts, managed assets | $15,000,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $199,019,000 | 194 |
| Foundation and endowment trust and agency accounts, managed assets | $6,066,000 | 331 |
| 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 | $80,352,000 | 160 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $172,663,000 | 187 |
| Personal trust and agency accounts, non-managed assets | $12,521,000 | 238 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,945,000 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $38,123,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $1,376,000 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $98,956,000 | 37 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,742,000 | 85 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $116,954,000 | 201 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,123,000 | 102 |
| 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 | $1,065,732,000 | 182 |
| Managed Assets ($) | $875,075,000 | 157 |
| Personal trust and agency accounts, managed assets | $287,005,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $290,251,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
| Other employee benefit and retirement-related accounts, managed assets | $79,592,000 | 172 |
| Corporate trust and agency accounts, managed assets | $14,984,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $197,229,000 | 192 |
| Foundation and endowment trust and agency accounts, managed assets | $6,014,000 | 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 | $78,429,000 | 162 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $190,657,000 | 178 |
| Personal trust and agency accounts, non-managed assets | $568,000 | 295 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,074,000 | 194 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 137 |
| Other retirement accounts, non-managed assets | $37,713,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $5,743,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $126,131,000 | 33 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,428,000 | 82 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $122,454,000 | 181 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,713,000 | 95 |
| 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 | $1,012,297,000 | 187 |
| Managed Assets ($) | $822,052,000 | 161 |
| Personal trust and agency accounts, managed assets | $270,733,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $273,536,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $74,980,000 | 178 |
| Corporate trust and agency accounts, managed assets | $3,000 | 82 |
| Investment management and investment advisory agency accounts, managed assets | $193,347,000 | 194 |
| Foundation and endowment trust and agency accounts, managed assets | $9,453,000 | 241 |
| 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 | $73,983,000 | 170 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $190,245,000 | 177 |
| Personal trust and agency accounts, non-managed assets | $547,000 | 300 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,624,000 | 188 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 138 |
| Other retirement accounts, non-managed assets | $38,355,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $3,337,000 | 84 |
| Investment management and advisory agency accounts, non-managed assets | $125,345,000 | 36 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,037,000 | 84 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $111,879,000 | 189 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,355,000 | 90 |
| 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 | $1,012,880,000 | 182 |
| Managed Assets ($) | $807,127,000 | 162 |
| Personal trust and agency accounts, managed assets | $269,087,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $266,095,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $72,238,000 | 180 |
| Corporate trust and agency accounts, managed assets | $3,000 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $190,303,000 | 194 |
| Foundation and endowment trust and agency accounts, managed assets | $9,401,000 | 239 |
| 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 | $71,232,000 | 169 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $205,753,000 | 166 |
| Personal trust and agency accounts, non-managed assets | $535,000 | 296 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,564,000 | 188 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 136 |
| Other retirement accounts, non-managed assets | $38,153,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $15,908,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | $127,635,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,958,000 | 85 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $116,010,000 | 184 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,153,000 | 88 |
| 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 | $985,974,000 | 188 |
| Managed Assets ($) | $782,788,000 | 165 |
| Personal trust and agency accounts, managed assets | $258,820,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $261,270,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 298 |
| Other employee benefit and retirement-related accounts, managed assets | $70,191,000 | 184 |
| Corporate trust and agency accounts, managed assets | $4,000 | 176 |
| Investment management and investment advisory agency accounts, managed assets | $184,714,000 | 196 |
| Foundation and endowment trust and agency accounts, managed assets | $7,789,000 | 314 |
| 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 | $69,114,000 | 173 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $203,186,000 | 169 |
| Personal trust and agency accounts, non-managed assets | $531,000 | 556 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,824,000 | 222 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 174 |
| Other retirement accounts, non-managed assets | $37,730,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $2,328,000 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $137,783,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,990,000 | 91 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $113,197,000 | 202 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,730,000 | 94 |
| 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 | $951,627,000 | 192 |
| Managed Assets ($) | $754,809,000 | 166 |
| Personal trust and agency accounts, managed assets | $249,107,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $251,159,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $69,487,000 | 181 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $176,451,000 | 200 |
| Foundation and endowment trust and agency accounts, managed assets | $8,605,000 | 244 |
| 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 | $68,302,000 | 166 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $196,818,000 | 172 |
| Personal trust and agency accounts, non-managed assets | $503,000 | 293 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,260,000 | 189 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $36,196,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $865,000 | 95 |
| Investment management and advisory agency accounts, non-managed assets | $135,236,000 | 28 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,758,000 | 89 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $108,807,000 | 190 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $36,196,000 | 93 |
| 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 | $980,160,000 | 193 |
| Managed Assets ($) | $765,732,000 | 169 |
| Personal trust and agency accounts, managed assets | $248,168,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $256,000,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $72,875,000 | 178 |
| Corporate trust and agency accounts, managed assets | $2,000 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $179,061,000 | 204 |
| Foundation and endowment trust and agency accounts, managed assets | $9,626,000 | 243 |
| 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 | $71,858,000 | 165 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $214,428,000 | 168 |
| Personal trust and agency accounts, non-managed assets | $540,000 | 296 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,458,000 | 189 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $39,050,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $4,453,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | $143,551,000 | 24 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,376,000 | 87 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $112,405,000 | 198 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $39,050,000 | 92 |
| 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 | $962,898,000 | 198 |
| Managed Assets ($) | $758,891,000 | 169 |
| Personal trust and agency accounts, managed assets | $247,836,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $252,844,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $71,625,000 | 180 |
| Corporate trust and agency accounts, managed assets | $1,000 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $176,926,000 | 203 |
| Foundation and endowment trust and agency accounts, managed assets | $9,659,000 | 243 |
| 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 | $70,593,000 | 165 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $204,007,000 | 173 |
| Personal trust and agency accounts, non-managed assets | $540,000 | 299 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,073,000 | 189 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 139 |
| Other retirement accounts, non-managed assets | $38,731,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $1,704,000 | 94 |
| Investment management and advisory agency accounts, non-managed assets | $136,619,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,340,000 | 86 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $117,206,000 | 195 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,731,000 | 93 |
| 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 | $964,163,000 | 192 |
| Managed Assets ($) | $754,712,000 | 168 |
| Personal trust and agency accounts, managed assets | $249,744,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $245,476,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 307 |
| Other employee benefit and retirement-related accounts, managed assets | $69,502,000 | 184 |
| Corporate trust and agency accounts, managed assets | $4,000 | 175 |
| Investment management and investment advisory agency accounts, managed assets | $179,939,000 | 199 |
| Foundation and endowment trust and agency accounts, managed assets | $10,047,000 | 291 |
| 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 | $68,368,000 | 167 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $209,451,000 | 171 |
| Personal trust and agency accounts, non-managed assets | $532,000 | 580 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,402,000 | 224 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 180 |
| Other retirement accounts, non-managed assets | $38,693,000 | 98 |
| Corporate trust and agency accounts, non-managed assets | $3,851,000 | 112 |
| Investment management and advisory agency accounts, non-managed assets | $140,573,000 | 27 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,400,000 | 91 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $101,247,000 | 229 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,693,000 | 100 |
| 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 | $927,481,000 | 193 |
| Managed Assets ($) | $745,201,000 | 167 |
| Personal trust and agency accounts, managed assets | $264,649,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $237,540,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 224 |
| Other employee benefit and retirement-related accounts, managed assets | $67,038,000 | 183 |
| Corporate trust and agency accounts, managed assets | $1,000 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $166,046,000 | 208 |
| Foundation and endowment trust and agency accounts, managed assets | $9,927,000 | 236 |
| 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 | $65,742,000 | 166 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $182,280,000 | 178 |
| Personal trust and agency accounts, non-managed assets | $508,000 | 296 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,441,000 | 197 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $38,135,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $4,253,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | $114,872,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,071,000 | 85 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $112,761,000 | 193 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,135,000 | 92 |
| 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 | $912,425,000 | 193 |
| Managed Assets ($) | $730,256,000 | 167 |
| Personal trust and agency accounts, managed assets | $259,500,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $240,493,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 225 |
| Other employee benefit and retirement-related accounts, managed assets | $63,674,000 | 193 |
| Corporate trust and agency accounts, managed assets | $3,000 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $158,675,000 | 212 |
| Foundation and endowment trust and agency accounts, managed assets | $7,911,000 | 248 |
| 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 | $62,638,000 | 169 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $182,169,000 | 180 |
| Personal trust and agency accounts, non-managed assets | $509,000 | 298 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,786,000 | 201 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $38,490,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $6,661,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | $114,611,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,112,000 | 92 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $113,194,000 | 195 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,490,000 | 91 |
| 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 | $901,405,000 | 188 |
| Managed Assets ($) | $709,864,000 | 166 |
| Personal trust and agency accounts, managed assets | $256,103,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $229,965,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $59,375,000 | 197 |
| Corporate trust and agency accounts, managed assets | $1,000 | 82 |
| Investment management and investment advisory agency accounts, managed assets | $156,490,000 | 212 |
| Foundation and endowment trust and agency accounts, managed assets | $7,930,000 | 245 |
| 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 | $58,224,000 | 176 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $191,541,000 | 176 |
| Personal trust and agency accounts, non-managed assets | $1,545,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,592,000 | 203 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 144 |
| Other retirement accounts, non-managed assets | $39,236,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $7,846,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | $121,211,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,111,000 | 91 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $134,286,000 | 183 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $39,236,000 | 90 |
| 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 | $894,468,000 | 186 |
| Managed Assets ($) | $693,557,000 | 171 |
| Personal trust and agency accounts, managed assets | $242,784,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $227,572,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 318 |
| Other employee benefit and retirement-related accounts, managed assets | $57,447,000 | 196 |
| Corporate trust and agency accounts, managed assets | $3,000 | 190 |
| Investment management and investment advisory agency accounts, managed assets | $157,866,000 | 215 |
| Foundation and endowment trust and agency accounts, managed assets | $7,885,000 | 305 |
| 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 | $56,272,000 | 178 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $200,911,000 | 173 |
| Personal trust and agency accounts, non-managed assets | $479,000 | 609 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,046,000 | 240 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 186 |
| Other retirement accounts, non-managed assets | $38,922,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $9,287,000 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $130,962,000 | 33 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,215,000 | 101 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $114,943,000 | 204 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,922,000 | 107 |
| 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 | $845,240,000 | 189 |
| Managed Assets ($) | $661,313,000 | 168 |
| Personal trust and agency accounts, managed assets | $234,725,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $212,263,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $52,398,000 | 196 |
| Corporate trust and agency accounts, managed assets | $1,000 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $154,448,000 | 209 |
| Foundation and endowment trust and agency accounts, managed assets | $7,478,000 | 231 |
| 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 | $51,108,000 | 179 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $183,927,000 | 176 |
| Personal trust and agency accounts, non-managed assets | $438,000 | 293 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,983,000 | 194 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $38,122,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $7,723,000 | 73 |
| Investment management and advisory agency accounts, non-managed assets | $117,865,000 | 28 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,796,000 | 92 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $94,556,000 | 198 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,122,000 | 95 |
| 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 | $817,564,000 | 185 |
| Managed Assets ($) | $631,980,000 | 168 |
| Personal trust and agency accounts, managed assets | $230,537,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $209,559,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $49,274,000 | 198 |
| Corporate trust and agency accounts, managed assets | $3,000 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $135,574,000 | 216 |
| Foundation and endowment trust and agency accounts, managed assets | $7,033,000 | 232 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $48,301,000 | 175 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $185,584,000 | 177 |
| Personal trust and agency accounts, non-managed assets | $596,000 | 291 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,624,000 | 194 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $37,964,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $11,799,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | $116,001,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,600,000 | 92 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $93,489,000 | 197 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,964,000 | 96 |
| 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 | $792,810,000 | 189 |
| Managed Assets ($) | $621,937,000 | 172 |
| Personal trust and agency accounts, managed assets | $218,291,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $208,065,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $46,995,000 | 206 |
| Corporate trust and agency accounts, managed assets | $1,000 | 84 |
| Investment management and investment advisory agency accounts, managed assets | $141,560,000 | 213 |
| Foundation and endowment trust and agency accounts, managed assets | $7,025,000 | 232 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $45,877,000 | 182 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $170,873,000 | 181 |
| Personal trust and agency accounts, non-managed assets | $545,000 | 298 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,975,000 | 198 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $38,382,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $9,047,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | $103,240,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,684,000 | 92 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $85,590,000 | 207 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,382,000 | 92 |
| 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 | $748,273,000 | 192 |
| Managed Assets ($) | $579,176,000 | 177 |
| Personal trust and agency accounts, managed assets | $203,575,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $192,940,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
| Other employee benefit and retirement-related accounts, managed assets | $43,930,000 | 213 |
| Corporate trust and agency accounts, managed assets | $3,000 | 205 |
| Investment management and investment advisory agency accounts, managed assets | $131,993,000 | 221 |
| Foundation and endowment trust and agency accounts, managed assets | $6,735,000 | 297 |
| 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 | $42,776,000 | 187 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $169,097,000 | 188 |
| Personal trust and agency accounts, non-managed assets | $367,000 | 647 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,718,000 | 250 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
| Other retirement accounts, non-managed assets | $38,346,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $10,630,000 | 102 |
| Investment management and advisory agency accounts, non-managed assets | $101,368,000 | 31 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,668,000 | 99 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $82,982,000 | 241 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,346,000 | 106 |
| 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 | $645,405,000 | 208 |
| Managed Assets ($) | $484,756,000 | 198 |
| Personal trust and agency accounts, managed assets | $119,407,000 | 238 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $186,337,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 212 |
| Other employee benefit and retirement-related accounts, managed assets | $42,235,000 | 212 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $130,429,000 | 218 |
| Foundation and endowment trust and agency accounts, managed assets | $6,348,000 | 226 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $40,917,000 | 186 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $160,649,000 | 184 |
| Personal trust and agency accounts, non-managed assets | $367,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,111,000 | 188 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $38,742,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $9,236,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | $93,673,000 | 31 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,520,000 | 88 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $77,866,000 | 208 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,742,000 | 89 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $614,793,000 | 209 |
| Managed Assets ($) | $459,016,000 | 200 |
| Personal trust and agency accounts, managed assets | $108,495,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $175,719,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
| Other employee benefit and retirement-related accounts, managed assets | $40,604,000 | 209 |
| Corporate trust and agency accounts, managed assets | $3,000 | 80 |
| Investment management and investment advisory agency accounts, managed assets | $128,204,000 | 214 |
| Foundation and endowment trust and agency accounts, managed assets | $5,991,000 | 226 |
| 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 | $39,605,000 | 183 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $155,777,000 | 187 |
| Personal trust and agency accounts, non-managed assets | $378,000 | 286 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,297,000 | 194 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $37,892,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $9,950,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $90,613,000 | 31 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,647,000 | 85 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $72,668,000 | 211 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,892,000 | 86 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $608,025,000 | 209 |
| Managed Assets ($) | $457,951,000 | 208 |
| Personal trust and agency accounts, managed assets | $112,797,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $176,676,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 213 |
| Other employee benefit and retirement-related accounts, managed assets | $40,483,000 | 211 |
| Corporate trust and agency accounts, managed assets | $2,000 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $121,831,000 | 223 |
| Foundation and endowment trust and agency accounts, managed assets | $6,162,000 | 232 |
| 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 | $39,454,000 | 184 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $150,074,000 | 185 |
| Personal trust and agency accounts, non-managed assets | $458,000 | 282 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,248,000 | 207 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 149 |
| Other retirement accounts, non-managed assets | $31,312,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $15,428,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | $88,995,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,633,000 | 84 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $74,582,000 | 215 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,312,000 | 96 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $635,968,000 | 199 |
| Managed Assets ($) | $430,205,000 | 213 |
| Personal trust and agency accounts, managed assets | $112,820,000 | 255 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $160,857,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
| Other employee benefit and retirement-related accounts, managed assets | $37,717,000 | 217 |
| Corporate trust and agency accounts, managed assets | $3,000 | 212 |
| Investment management and investment advisory agency accounts, managed assets | $113,282,000 | 229 |
| Foundation and endowment trust and agency accounts, managed assets | $5,526,000 | 302 |
| 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 | $36,621,000 | 190 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $205,763,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $915,000 | 550 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,759,000 | 274 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 200 |
| Other retirement accounts, non-managed assets | $30,265,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $11,392,000 | 95 |
| Investment management and advisory agency accounts, non-managed assets | $87,645,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $65,787,000 | 29 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,882,000 | 607 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,258,000 | 115 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $607,716,000 | 203 |
| Managed Assets ($) | $402,762,000 | 218 |
| Personal trust and agency accounts, managed assets | $111,520,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $147,004,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $35,949,000 | 208 |
| Corporate trust and agency accounts, managed assets | $3,000 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $103,306,000 | 226 |
| Foundation and endowment trust and agency accounts, managed assets | $4,980,000 | 226 |
| 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 | $34,764,000 | 187 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $204,954,000 | 154 |
| Personal trust and agency accounts, non-managed assets | $1,735,000 | 256 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,809,000 | 208 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $29,109,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $7,850,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $94,667,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $62,784,000 | 27 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,022,000 | 332 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,004,000 | 97 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $650,184,000 | 201 |
| Managed Assets ($) | $432,824,000 | 210 |
| Personal trust and agency accounts, managed assets | $115,227,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $163,437,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 223 |
| Other employee benefit and retirement-related accounts, managed assets | $40,719,000 | 204 |
| Corporate trust and agency accounts, managed assets | $3,000 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $108,001,000 | 230 |
| Foundation and endowment trust and agency accounts, managed assets | $5,437,000 | 221 |
| 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 | $39,716,000 | 181 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $217,360,000 | 153 |
| Personal trust and agency accounts, non-managed assets | $1,824,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,161,000 | 212 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $28,427,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $6,616,000 | 79 |
| Investment management and advisory agency accounts, non-managed assets | $98,287,000 | 24 |
| Foundation and endowment trust and agency accounts, non-managed assets | $73,045,000 | 26 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,494,000 | 320 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,300,000 | 100 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $631,428,000 | 206 |
| Managed Assets ($) | $423,436,000 | 212 |
| Personal trust and agency accounts, managed assets | $110,326,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $162,863,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
| Other employee benefit and retirement-related accounts, managed assets | $40,525,000 | 202 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $104,378,000 | 237 |
| Foundation and endowment trust and agency accounts, managed assets | $5,344,000 | 224 |
| 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 | $39,323,000 | 175 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $207,992,000 | 160 |
| Personal trust and agency accounts, non-managed assets | $3,131,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,068,000 | 213 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $28,017,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $4,605,000 | 83 |
| Investment management and advisory agency accounts, non-managed assets | $99,064,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $64,107,000 | 28 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,835,000 | 345 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,889,000 | 106 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $620,856,000 | 209 |
| Managed Assets ($) | $401,838,000 | 220 |
| Personal trust and agency accounts, managed assets | $101,292,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $152,653,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 356 |
| Other employee benefit and retirement-related accounts, managed assets | $38,028,000 | 208 |
| Corporate trust and agency accounts, managed assets | $3,000 | 235 |
| Investment management and investment advisory agency accounts, managed assets | $104,691,000 | 240 |
| Foundation and endowment trust and agency accounts, managed assets | $5,171,000 | 318 |
| 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 | $36,828,000 | 178 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $219,018,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $937,000 | 570 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,313,000 | 302 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
| Other retirement accounts, non-managed assets | $27,745,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $6,058,000 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $122,742,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $53,223,000 | 34 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,399,000 | 641 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,394,000 | 126 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $586,524,000 | 210 |
| Managed Assets ($) | $380,659,000 | 218 |
| Personal trust and agency accounts, managed assets | $100,408,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $141,799,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 231 |
| Other employee benefit and retirement-related accounts, managed assets | $34,057,000 | 205 |
| Corporate trust and agency accounts, managed assets | $1,000 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $99,733,000 | 226 |
| Foundation and endowment trust and agency accounts, managed assets | $4,661,000 | 225 |
| 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 | $32,734,000 | 178 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $205,865,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $891,000 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,131,000 | 219 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
| Other retirement accounts, non-managed assets | $26,087,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $7,158,000 | 87 |
| Investment management and advisory agency accounts, non-managed assets | $113,346,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $50,252,000 | 32 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,898,000 | 336 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,773,000 | 103 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $544,729,000 | 212 |
| Managed Assets ($) | $353,412,000 | 219 |
| Personal trust and agency accounts, managed assets | $96,239,000 | 246 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $127,168,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 229 |
| Other employee benefit and retirement-related accounts, managed assets | $31,375,000 | 206 |
| Corporate trust and agency accounts, managed assets | $2,000 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $94,330,000 | 229 |
| Foundation and endowment trust and agency accounts, managed assets | $4,298,000 | 224 |
| 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 | $30,347,000 | 178 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $191,317,000 | 160 |
| Personal trust and agency accounts, non-managed assets | $831,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,321,000 | 214 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $24,898,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $6,067,000 | 92 |
| Investment management and advisory agency accounts, non-managed assets | $106,866,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $44,334,000 | 32 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,423,000 | 352 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,692,000 | 104 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $568,825,000 | 219 |
| Managed Assets ($) | $373,436,000 | 220 |
| Personal trust and agency accounts, managed assets | $105,866,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $133,726,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
| Other employee benefit and retirement-related accounts, managed assets | $32,546,000 | 209 |
| Corporate trust and agency accounts, managed assets | $1,000 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $96,786,000 | 232 |
| Foundation and endowment trust and agency accounts, managed assets | $4,511,000 | 223 |
| 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 | $31,456,000 | 178 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $195,389,000 | 170 |
| Personal trust and agency accounts, non-managed assets | $899,000 | 294 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,519,000 | 217 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $25,209,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $7,919,000 | 92 |
| Investment management and advisory agency accounts, non-managed assets | $105,418,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $48,425,000 | 34 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,425,000 | 357 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,883,000 | 102 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $546,963,000 | 224 |
| Managed Assets ($) | $361,361,000 | 225 |
| Personal trust and agency accounts, managed assets | $103,531,000 | 265 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $127,862,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 372 |
| Other employee benefit and retirement-related accounts, managed assets | $30,985,000 | 217 |
| Corporate trust and agency accounts, managed assets | $3,000 | 230 |
| Investment management and investment advisory agency accounts, managed assets | $94,607,000 | 250 |
| Foundation and endowment trust and agency accounts, managed assets | $4,373,000 | 303 |
| 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 | $29,899,000 | 184 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $185,602,000 | 173 |
| Personal trust and agency accounts, non-managed assets | $904,000 | 596 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,826,000 | 331 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
| Other retirement accounts, non-managed assets | $23,881,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $4,616,000 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $109,841,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,534,000 | 34 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,433,000 | 718 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,561,000 | 156 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $511,154,000 | 229 |
| Managed Assets ($) | $473,183,000 | 183 |
| Personal trust and agency accounts, managed assets | $103,681,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $121,414,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $29,613,000 | 201 |
| Corporate trust and agency accounts, managed assets | $1,000 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $218,474,000 | 152 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $37,971,000 | 266 |
| Personal trust and agency accounts, non-managed assets | $887,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,288,000 | 224 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $25,511,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $6,285,000 | 95 |
| 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 | $17,951,000 | 295 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $476,687,000 | 230 |
| Managed Assets ($) | $442,346,000 | 182 |
| Personal trust and agency accounts, managed assets | $110,010,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $109,399,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 225 |
| Other employee benefit and retirement-related accounts, managed assets | $26,307,000 | 207 |
| Corporate trust and agency accounts, managed assets | $112,000 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $196,518,000 | 163 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,341,000 | 275 |
| Personal trust and agency accounts, non-managed assets | $827,000 | 294 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,947,000 | 221 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $20,646,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $5,921,000 | 97 |
| 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 | $13,621,000 | 309 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $412,532,000 | 248 |
| Managed Assets ($) | $383,420,000 | 202 |
| Personal trust and agency accounts, managed assets | $87,215,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $100,446,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 226 |
| Other employee benefit and retirement-related accounts, managed assets | $23,026,000 | 212 |
| Corporate trust and agency accounts, managed assets | $1,000 | 95 |
| Investment management and investment advisory agency accounts, managed assets | $172,732,000 | 177 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,112,000 | 280 |
| Personal trust and agency accounts, non-managed assets | $598,000 | 296 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,063,000 | 225 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $18,021,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $4,430,000 | 99 |
| 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 | $12,446,000 | 316 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $408,891,000 | 257 |
| Managed Assets ($) | $379,338,000 | 212 |
| Personal trust and agency accounts, managed assets | $88,377,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $98,029,000 | 70 |
| Employee benefit-defined benefit accounts, managed assets | $2,757,000 | 268 |
| Other employee benefit and retirement-related accounts, managed assets | $25,423,000 | 219 |
| Corporate trust and agency accounts, managed assets | $69,000 | 216 |
| Investment management and investment advisory agency accounts, managed assets | $164,683,000 | 187 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,553,000 | 394 |
| Personal trust and agency accounts, non-managed assets | $633,000 | 655 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,700,000 | 320 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $17,193,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $5,027,000 | 137 |
| 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 | $13,932,000 | 490 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $443,805,000 | 256 |
| Managed Assets ($) | $412,456,000 | 211 |
| Personal trust and agency accounts, managed assets | $89,415,000 | 273 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $110,582,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $3,428,000 | 185 |
| Other employee benefit and retirement-related accounts, managed assets | $28,522,000 | 203 |
| Corporate trust and agency accounts, managed assets | $1,000 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $180,508,000 | 187 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $31,349,000 | 304 |
| Personal trust and agency accounts, non-managed assets | $581,000 | 319 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,389,000 | 237 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $19,101,000 | 132 |
| Corporate trust and agency accounts, non-managed assets | $4,278,000 | 105 |
| 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 | $16,999,000 | 321 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $470,524,000 | 260 |
| Managed Assets ($) | $435,599,000 | 212 |
| Personal trust and agency accounts, managed assets | $89,486,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $117,976,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $3,540,000 | 187 |
| Other employee benefit and retirement-related accounts, managed assets | $31,970,000 | 202 |
| Corporate trust and agency accounts, managed assets | $109,000 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $192,518,000 | 185 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,925,000 | 303 |
| Personal trust and agency accounts, non-managed assets | $801,000 | 310 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,316,000 | 238 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $20,369,000 | 131 |
| Corporate trust and agency accounts, non-managed assets | $5,439,000 | 104 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,890,000 | 332 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $460,635,000 | 273 |
| Managed Assets ($) | $425,553,000 | 220 |
| Personal trust and agency accounts, managed assets | $90,223,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $116,354,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $3,634,000 | 187 |
| Other employee benefit and retirement-related accounts, managed assets | $32,447,000 | 200 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $182,895,000 | 194 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $35,082,000 | 306 |
| Personal trust and agency accounts, non-managed assets | $513,000 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,403,000 | 246 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $21,741,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $4,425,000 | 104 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,596,000 | 379 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $475,458,000 | 273 |
| Managed Assets ($) | $436,635,000 | 217 |
| Personal trust and agency accounts, managed assets | $91,656,000 | 318 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $118,643,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $3,941,000 | 250 |
| Other employee benefit and retirement-related accounts, managed assets | $34,729,000 | 199 |
| Corporate trust and agency accounts, managed assets | $70,000 | 232 |
| Investment management and investment advisory agency accounts, managed assets | $187,596,000 | 194 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $38,823,000 | 394 |
| Personal trust and agency accounts, non-managed assets | $553,000 | 706 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,330,000 | 343 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $24,282,000 | 136 |
| Corporate trust and agency accounts, non-managed assets | $5,658,000 | 143 |
| 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 | $2,548,000 | 710 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $473,211,000 | 277 |
| Managed Assets ($) | $436,468,000 | 218 |
| Personal trust and agency accounts, managed assets | $91,402,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $119,300,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $4,164,000 | 177 |
| Other employee benefit and retirement-related accounts, managed assets | $34,638,000 | 195 |
| Corporate trust and agency accounts, managed assets | $1,000 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $186,963,000 | 191 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $36,743,000 | 291 |
| Personal trust and agency accounts, non-managed assets | $552,000 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,082,000 | 240 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
| Other retirement accounts, non-managed assets | $21,794,000 | 125 |
| Corporate trust and agency accounts, non-managed assets | $6,315,000 | 95 |
| 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 | $2,537,000 | 365 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $426,901,000 | 298 |
| Managed Assets ($) | $390,731,000 | 238 |
| Personal trust and agency accounts, managed assets | $76,234,000 | 297 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $113,822,000 | 70 |
| Employee benefit-defined benefit accounts, managed assets | $3,851,000 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $34,022,000 | 197 |
| Corporate trust and agency accounts, managed assets | $111,000 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $162,691,000 | 208 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $36,170,000 | 305 |
| Personal trust and agency accounts, non-managed assets | $563,000 | 321 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,795,000 | 262 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $23,749,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $6,063,000 | 100 |
| 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 | $3,021,000 | 371 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $425,375,000 | 290 |
| Managed Assets ($) | $386,122,000 | 227 |
| Personal trust and agency accounts, managed assets | $75,844,000 | 298 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $103,503,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $3,656,000 | 186 |
| Other employee benefit and retirement-related accounts, managed assets | $32,479,000 | 191 |
| Corporate trust and agency accounts, managed assets | $1,000 | 95 |
| Investment management and investment advisory agency accounts, managed assets | $170,639,000 | 197 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,253,000 | 298 |
| Personal trust and agency accounts, non-managed assets | $539,000 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,551,000 | 265 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $26,136,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $7,027,000 | 102 |
| 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 | $3,720,000 | 366 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $401,074,000 | 295 |
| Managed Assets ($) | $359,558,000 | 239 |
| Personal trust and agency accounts, managed assets | $76,254,000 | 343 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $99,196,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $3,576,000 | 268 |
| Other employee benefit and retirement-related accounts, managed assets | $31,193,000 | 197 |
| Corporate trust and agency accounts, managed assets | $68,000 | 225 |
| Investment management and investment advisory agency accounts, managed assets | $149,271,000 | 214 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $41,516,000 | 385 |
| Personal trust and agency accounts, non-managed assets | $535,000 | 703 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,259,000 | 410 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $23,247,000 | 147 |
| Corporate trust and agency accounts, non-managed assets | $12,475,000 | 116 |
| 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 | $4,439,000 | 670 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $334,064,000 | 316 |
| Managed Assets ($) | $301,835,000 | 270 |
| Personal trust and agency accounts, managed assets | $74,877,000 | 290 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $92,090,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $3,417,000 | 194 |
| Other employee benefit and retirement-related accounts, managed assets | $28,594,000 | 201 |
| Corporate trust and agency accounts, managed assets | $1,000 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $102,856,000 | 243 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $32,229,000 | 305 |
| Personal trust and agency accounts, non-managed assets | $511,000 | 315 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,770,000 | 261 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $22,299,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $4,649,000 | 116 |
| 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 | $3,594,000 | 356 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $321,610,000 | 327 |
| Managed Assets ($) | $292,304,000 | 275 |
| Personal trust and agency accounts, managed assets | $73,669,000 | 295 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $88,488,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $3,035,000 | 201 |
| Other employee benefit and retirement-related accounts, managed assets | $27,528,000 | 204 |
| Corporate trust and agency accounts, managed assets | $113,000 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $99,471,000 | 252 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,306,000 | 315 |
| Personal trust and agency accounts, non-managed assets | $496,000 | 323 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,083,000 | 236 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $14,319,000 | 161 |
| Corporate trust and agency accounts, non-managed assets | $4,408,000 | 120 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,007,000 | 358 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $313,710,000 | 328 |
| Managed Assets ($) | $283,173,000 | 277 |
| Personal trust and agency accounts, managed assets | $73,558,000 | 300 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $87,823,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $3,074,000 | 203 |
| Other employee benefit and retirement-related accounts, managed assets | $26,732,000 | 205 |
| Corporate trust and agency accounts, managed assets | $16,000 | 102 |
| Investment management and investment advisory agency accounts, managed assets | $91,970,000 | 251 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,537,000 | 315 |
| Personal trust and agency accounts, non-managed assets | $506,000 | 326 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,410,000 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $12,896,000 | 167 |
| Corporate trust and agency accounts, non-managed assets | $5,725,000 | 109 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,753,000 | 365 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $299,827,000 | 343 |
| Managed Assets ($) | $273,037,000 | 282 |
| Personal trust and agency accounts, managed assets | $74,084,000 | 354 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $82,163,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $3,008,000 | 297 |
| Other employee benefit and retirement-related accounts, managed assets | $25,582,000 | 215 |
| Corporate trust and agency accounts, managed assets | $81,000 | 244 |
| Investment management and investment advisory agency accounts, managed assets | $88,119,000 | 276 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $26,790,000 | 449 |
| Personal trust and agency accounts, non-managed assets | $487,000 | 735 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,008,000 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $11,831,000 | 234 |
| Corporate trust and agency accounts, non-managed assets | $4,464,000 | 166 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,474,000 | 798 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $301,900,000 | 330 |
| Managed Assets ($) | $275,206,000 | 275 |
| Personal trust and agency accounts, managed assets | $72,881,000 | 288 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $78,917,000 | 96 |
| Employee benefit-defined benefit accounts, managed assets | $2,830,000 | 209 |
| Other employee benefit and retirement-related accounts, managed assets | $25,311,000 | 204 |
| Corporate trust and agency accounts, managed assets | $11,000 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $95,256,000 | 242 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $26,694,000 | 314 |
| Personal trust and agency accounts, non-managed assets | $484,000 | 315 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,648,000 | 244 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
| Other retirement accounts, non-managed assets | $11,149,000 | 168 |
| Corporate trust and agency accounts, non-managed assets | $4,413,000 | 122 |
| 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 | $680,000 | 379 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $287,979,000 | 337 |
| Managed Assets ($) | $262,544,000 | 279 |
| Personal trust and agency accounts, managed assets | $72,867,000 | 292 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,248,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $2,564,000 | 215 |
| Other employee benefit and retirement-related accounts, managed assets | $24,222,000 | 207 |
| Corporate trust and agency accounts, managed assets | $126,000 | 97 |
| Investment management and investment advisory agency accounts, managed assets | $88,517,000 | 256 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,435,000 | 321 |
| Personal trust and agency accounts, non-managed assets | $472,000 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,297,000 | 249 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $10,061,000 | 179 |
| Corporate trust and agency accounts, non-managed assets | $4,605,000 | 123 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,276,000 | 366 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $261,870,000 | 346 |
| Managed Assets ($) | $236,501,000 | 292 |
| Personal trust and agency accounts, managed assets | $71,057,000 | 297 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $71,786,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $2,533,000 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $23,371,000 | 208 |
| Corporate trust and agency accounts, managed assets | $11,000 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $67,743,000 | 273 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,369,000 | 323 |
| Personal trust and agency accounts, non-managed assets | $463,000 | 333 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,623,000 | 256 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $9,799,000 | 185 |
| Corporate trust and agency accounts, non-managed assets | $5,484,000 | 118 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,570,000 | 375 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $260,155,000 | 360 |
| Managed Assets ($) | $235,576,000 | 295 |
| Personal trust and agency accounts, managed assets | $69,632,000 | 363 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,270,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $2,754,000 | 295 |
| Other employee benefit and retirement-related accounts, managed assets | $23,999,000 | 217 |
| Corporate trust and agency accounts, managed assets | $77,000 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $66,844,000 | 312 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,579,000 | 465 |
| Personal trust and agency accounts, non-managed assets | $472,000 | 738 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,609,000 | 341 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $9,766,000 | 270 |
| Corporate trust and agency accounts, non-managed assets | $4,732,000 | 166 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,198,000 | 624 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $246,793,000 | 355 |
| Managed Assets ($) | $227,880,000 | 290 |
| Personal trust and agency accounts, managed assets | $66,298,000 | 300 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $76,179,000 | 97 |
| Employee benefit-defined benefit accounts, managed assets | $2,562,000 | 209 |
| Other employee benefit and retirement-related accounts, managed assets | $17,406,000 | 229 |
| Corporate trust and agency accounts, managed assets | $11,000 | 102 |
| Investment management and investment advisory agency accounts, managed assets | $65,424,000 | 266 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,913,000 | 333 |
| Personal trust and agency accounts, non-managed assets | $443,000 | 320 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,908,000 | 248 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $3,933,000 | 240 |
| Corporate trust and agency accounts, non-managed assets | $4,629,000 | 130 |
| 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 | $6,459,000 | 359 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $241,518,000 | 361 |
| Managed Assets ($) | $224,013,000 | 296 |
| Personal trust and agency accounts, managed assets | $67,075,000 | 297 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $73,370,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $2,646,000 | 209 |
| Other employee benefit and retirement-related accounts, managed assets | $17,841,000 | 227 |
| Corporate trust and agency accounts, managed assets | $122,000 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $62,959,000 | 271 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,505,000 | 349 |
| Personal trust and agency accounts, non-managed assets | $445,000 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,268,000 | 269 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $3,670,000 | 251 |
| Corporate trust and agency accounts, non-managed assets | $5,122,000 | 133 |
| 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 | $6,838,000 | 360 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $238,122,000 | 372 |
| Managed Assets ($) | $218,752,000 | 307 |
| Personal trust and agency accounts, managed assets | $65,782,000 | 306 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $71,656,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $2,381,000 | 209 |
| Other employee benefit and retirement-related accounts, managed assets | $17,809,000 | 226 |
| Corporate trust and agency accounts, managed assets | $11,000 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $61,113,000 | 275 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,370,000 | 340 |
| Personal trust and agency accounts, non-managed assets | $446,000 | 333 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,542,000 | 256 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $3,650,000 | 251 |
| Corporate trust and agency accounts, non-managed assets | $4,732,000 | 138 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,368,000 | 336 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $232,950,000 | 390 |
| Managed Assets ($) | $213,300,000 | 322 |
| Personal trust and agency accounts, managed assets | $61,740,000 | 389 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,583,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $2,343,000 | 305 |
| Other employee benefit and retirement-related accounts, managed assets | $18,317,000 | 243 |
| Corporate trust and agency accounts, managed assets | $78,000 | 275 |
| Investment management and investment advisory agency accounts, managed assets | $58,239,000 | 325 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,650,000 | 517 |
| Personal trust and agency accounts, non-managed assets | $438,000 | 775 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,265,000 | 330 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $3,904,000 | 440 |
| Corporate trust and agency accounts, non-managed assets | $5,043,000 | 189 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,829,000 | 621 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $204,249,000 | 377 |
| Managed Assets ($) | $189,048,000 | 319 |
| Personal trust and agency accounts, managed assets | $58,172,000 | 320 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $60,356,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $2,148,000 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $17,285,000 | 227 |
| Corporate trust and agency accounts, managed assets | $324,000 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $50,763,000 | 283 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,201,000 | 364 |
| Personal trust and agency accounts, non-managed assets | $390,000 | 341 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,571,000 | 281 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $2,434,000 | 281 |
| Corporate trust and agency accounts, non-managed assets | $4,806,000 | 142 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,399,000 | 355 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $198,896,000 | 379 |
| Managed Assets ($) | $184,699,000 | 322 |
| Personal trust and agency accounts, managed assets | $58,603,000 | 324 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,082,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $2,082,000 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $16,932,000 | 225 |
| Corporate trust and agency accounts, managed assets | $49,000 | 122 |
| Investment management and investment advisory agency accounts, managed assets | $49,951,000 | 287 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,197,000 | 369 |
| Personal trust and agency accounts, non-managed assets | $381,000 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,846,000 | 305 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $5,002,000 | 241 |
| Corporate trust and agency accounts, non-managed assets | $4,968,000 | 144 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,950,000 | 370 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $184,798,000 | 392 |
| Managed Assets ($) | $172,669,000 | 336 |
| Personal trust and agency accounts, managed assets | $56,608,000 | 335 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,672,000 | 141 |
| Employee benefit-defined benefit accounts, managed assets | $1,637,000 | 230 |
| Other employee benefit and retirement-related accounts, managed assets | $15,718,000 | 228 |
| Corporate trust and agency accounts, managed assets | $328,000 | 117 |
| Investment management and investment advisory agency accounts, managed assets | $47,706,000 | 285 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,129,000 | 381 |
| Personal trust and agency accounts, non-managed assets | $345,000 | 363 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,503,000 | 322 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $4,678,000 | 239 |
| Corporate trust and agency accounts, non-managed assets | $4,603,000 | 150 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,078,000 | 368 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $183,130,000 | 435 |
| Managed Assets ($) | $170,593,000 | 367 |
| Personal trust and agency accounts, managed assets | $54,238,000 | 433 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,860,000 | 148 |
| Employee benefit-defined benefit accounts, managed assets | $1,726,000 | 345 |
| Other employee benefit and retirement-related accounts, managed assets | $15,342,000 | 264 |
| Corporate trust and agency accounts, managed assets | $89,000 | 297 |
| Investment management and investment advisory agency accounts, managed assets | $48,338,000 | 338 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,537,000 | 609 |
| Personal trust and agency accounts, non-managed assets | $354,000 | 812 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,625,000 | 503 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $4,774,000 | 371 |
| Corporate trust and agency accounts, non-managed assets | $4,784,000 | 203 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,784,000 | 538 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $208,550,000 | 393 |
| Managed Assets ($) | $185,238,000 | 340 |
| Personal trust and agency accounts, managed assets | $68,478,000 | 381 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,498,000 | 146 |
| Employee benefit-defined benefit accounts, managed assets | $2,328,000 | 302 |
| Other employee benefit and retirement-related accounts, managed assets | $15,870,000 | 244 |
| Corporate trust and agency accounts, managed assets | $30,000 | 310 |
| Investment management and investment advisory agency accounts, managed assets | $46,033,000 | 319 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,312,000 | 469 |
| Personal trust and agency accounts, non-managed assets | $394,000 | 762 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,322,000 | 449 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $4,413,000 | 382 |
| Corporate trust and agency accounts, non-managed assets | $15,182,000 | 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 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,159,000 | 430 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |