Home > First Financial Bank > Total Fiduciary and Related Assets
First Financial Bank, Total Fiduciary and Related Assets
| 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 | $1,259,717,000 | 215 |
| Managed Assets ($) | $1,068,928,000 | 193 |
| Personal trust and agency accounts, managed assets | $451,422,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $122,781,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $55,325,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $71,759,000 | 211 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $201,844,000 | 229 |
| Foundation and endowment trust and agency accounts, managed assets | $165,780,000 | 100 |
| Other fiduciary accounts, managed assets | $17,000 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $71,759,000 | 207 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $190,789,000 | 197 |
| Personal trust and agency accounts, non-managed assets | $416,000 | 292 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $117,226,000 | 110 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $32,443,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $26,901,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | $7,269,000 | 114 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,505,000 | 95 |
| Other fiduciary accounts, non-managed assets | $29,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $412,499,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,443,000 | 101 |
| 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 | $1,226,130,000 | 214 |
| Managed Assets ($) | $1,033,525,000 | 196 |
| Personal trust and agency accounts, managed assets | $451,933,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $118,218,000 | 70 |
| Employee benefit-defined benefit accounts, managed assets | $58,156,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $69,667,000 | 234 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $173,756,000 | 261 |
| Foundation and endowment trust and agency accounts, managed assets | $161,778,000 | 101 |
| Other fiduciary accounts, managed assets | $17,000 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $69,667,000 | 229 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $192,605,000 | 210 |
| Personal trust and agency accounts, non-managed assets | $391,000 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $118,585,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $31,101,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $28,581,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | $7,866,000 | 132 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,052,000 | 106 |
| Other fiduciary accounts, non-managed assets | $29,000 | 104 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $406,053,000 | 139 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,101,000 | 117 |
| 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 | $1,196,736,000 | 224 |
| Managed Assets ($) | $1,010,836,000 | 206 |
| Personal trust and agency accounts, managed assets | $433,663,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $115,505,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $57,178,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $68,073,000 | 222 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $181,216,000 | 243 |
| Foundation and endowment trust and agency accounts, managed assets | $155,184,000 | 105 |
| Other fiduciary accounts, managed assets | $17,000 | 96 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $68,073,000 | 213 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $185,900,000 | 206 |
| Personal trust and agency accounts, non-managed assets | $391,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $110,042,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $30,227,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $35,936,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | $9,274,000 | 117 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,000 | 144 |
| Other fiduciary accounts, non-managed assets | $29,000 | 75 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $433,439,000 | 138 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,227,000 | 109 |
| 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 | $1,183,913,000 | 227 |
| Managed Assets ($) | $988,670,000 | 206 |
| Personal trust and agency accounts, managed assets | $429,547,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $115,918,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $55,461,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $68,150,000 | 243 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $167,567,000 | 273 |
| Foundation and endowment trust and agency accounts, managed assets | $152,010,000 | 109 |
| Other fiduciary accounts, managed assets | $17,000 | 179 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $68,150,000 | 232 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $195,243,000 | 217 |
| Personal trust and agency accounts, non-managed assets | $391,000 | 525 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $106,175,000 | 124 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $30,786,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $46,229,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | $11,632,000 | 138 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,000 | 202 |
| Other fiduciary accounts, non-managed assets | $29,000 | 123 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $441,835,000 | 150 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,786,000 | 142 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,205,942,000 | 221 |
| Managed Assets ($) | $967,769,000 | 201 |
| Personal trust and agency accounts, managed assets | $417,944,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $119,026,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $53,460,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $64,637,000 | 230 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $167,084,000 | 252 |
| Foundation and endowment trust and agency accounts, managed assets | $145,601,000 | 109 |
| Other fiduciary accounts, managed assets | $17,000 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $64,637,000 | 221 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $238,173,000 | 192 |
| Personal trust and agency accounts, non-managed assets | $392,000 | 294 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $140,303,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $31,012,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $59,917,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | $6,519,000 | 125 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,000 | 150 |
| Other fiduciary accounts, non-managed assets | $29,000 | 77 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $373,392,000 | 146 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,012,000 | 111 |
| 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 | $1,257,297,000 | 186 |
| Managed Assets ($) | $1,004,392,000 | 170 |
| Personal trust and agency accounts, managed assets | $430,686,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $132,315,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $56,978,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $66,537,000 | 227 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $168,060,000 | 243 |
| Foundation and endowment trust and agency accounts, managed assets | $149,799,000 | 94 |
| Other fiduciary accounts, managed assets | $17,000 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $66,537,000 | 220 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $252,905,000 | 164 |
| Personal trust and agency accounts, non-managed assets | $435,000 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $146,594,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $31,932,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $66,677,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $7,237,000 | 129 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,000 | 153 |
| Other fiduciary accounts, non-managed assets | $29,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $319,309,000 | 144 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,932,000 | 111 |
| 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 | $1,356,780,000 | 189 |
| Managed Assets ($) | $1,075,331,000 | 176 |
| Personal trust and agency accounts, managed assets | $462,267,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $138,431,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $65,519,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $74,208,000 | 218 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $183,425,000 | 230 |
| Foundation and endowment trust and agency accounts, managed assets | $151,452,000 | 99 |
| Other fiduciary accounts, managed assets | $29,000 | 91 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $74,208,000 | 211 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $281,449,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $435,000 | 267 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $184,620,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $34,026,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $53,062,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $9,276,000 | 100 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,000 | 133 |
| Other fiduciary accounts, non-managed assets | $29,000 | 71 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $351,021,000 | 130 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,026,000 | 105 |
| 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 | $1,422,951,000 | 191 |
| Managed Assets ($) | $1,104,533,000 | 177 |
| Personal trust and agency accounts, managed assets | $481,634,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $137,889,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $71,102,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $77,946,000 | 234 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $181,649,000 | 248 |
| Foundation and endowment trust and agency accounts, managed assets | $154,284,000 | 98 |
| Other fiduciary accounts, managed assets | $29,000 | 191 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $77,946,000 | 225 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $318,418,000 | 163 |
| Personal trust and agency accounts, non-managed assets | $435,000 | 500 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $214,591,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
| Other retirement accounts, non-managed assets | $35,273,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $58,808,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $9,281,000 | 144 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,000 | 182 |
| Other fiduciary accounts, non-managed assets | $29,000 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $381,640,000 | 143 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $35,273,000 | 137 |
| 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 | $1,420,620,000 | 187 |
| Managed Assets ($) | $1,084,246,000 | 177 |
| Personal trust and agency accounts, managed assets | $477,416,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $134,834,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $69,947,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $76,181,000 | 219 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $182,788,000 | 225 |
| Foundation and endowment trust and agency accounts, managed assets | $143,042,000 | 97 |
| Other fiduciary accounts, managed assets | $38,000 | 85 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $76,181,000 | 212 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $336,374,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $436,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $212,149,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
| Other retirement accounts, non-managed assets | $34,570,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $82,436,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $6,752,000 | 113 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,000 | 129 |
| Other fiduciary accounts, non-managed assets | $29,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $346,421,000 | 130 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,570,000 | 104 |
| 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 | $1,407,309,000 | 187 |
| Managed Assets ($) | $1,067,477,000 | 177 |
| Personal trust and agency accounts, managed assets | $461,840,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $132,284,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $70,382,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $77,195,000 | 228 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $183,829,000 | 240 |
| Foundation and endowment trust and agency accounts, managed assets | $141,909,000 | 99 |
| Other fiduciary accounts, managed assets | $38,000 | 96 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $77,195,000 | 222 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $339,832,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $655,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $211,175,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $33,292,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $80,001,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | $14,678,000 | 98 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,000 | 143 |
| Other fiduciary accounts, non-managed assets | $29,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $332,282,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $33,292,000 | 119 |
| 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 | $1,391,569,000 | 184 |
| Managed Assets ($) | $1,042,094,000 | 176 |
| Personal trust and agency accounts, managed assets | $464,664,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $133,424,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $66,924,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $73,348,000 | 221 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $182,163,000 | 227 |
| Foundation and endowment trust and agency accounts, managed assets | $121,533,000 | 108 |
| Other fiduciary accounts, managed assets | $38,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $73,348,000 | 215 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $349,475,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $1,050,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $215,195,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $32,402,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $85,371,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $15,428,000 | 85 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $29,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $338,239,000 | 129 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,402,000 | 109 |
| 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 | $1,368,395,000 | 184 |
| Managed Assets ($) | $1,016,580,000 | 177 |
| Personal trust and agency accounts, managed assets | $463,035,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $116,538,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $67,129,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $72,165,000 | 234 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $180,749,000 | 237 |
| Foundation and endowment trust and agency accounts, managed assets | $116,919,000 | 107 |
| Other fiduciary accounts, managed assets | $45,000 | 176 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $72,165,000 | 228 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $351,815,000 | 145 |
| Personal trust and agency accounts, non-managed assets | $1,035,000 | 447 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $211,542,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 148 |
| Other retirement accounts, non-managed assets | $30,572,000 | 111 |
| Corporate trust and agency accounts, non-managed assets | $94,457,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $14,179,000 | 115 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,000 | 192 |
| Other fiduciary accounts, non-managed assets | $29,000 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $375,159,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,572,000 | 145 |
| 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 | $1,309,666,000 | 181 |
| Managed Assets ($) | $947,045,000 | 174 |
| Personal trust and agency accounts, managed assets | $441,456,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $102,619,000 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $60,183,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $64,428,000 | 220 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $170,161,000 | 223 |
| Foundation and endowment trust and agency accounts, managed assets | $108,153,000 | 107 |
| Other fiduciary accounts, managed assets | $45,000 | 88 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $64,428,000 | 214 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $362,621,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $7,349,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $200,542,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 122 |
| Other retirement accounts, non-managed assets | $28,993,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $119,500,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $6,180,000 | 115 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,000 | 123 |
| Other fiduciary accounts, non-managed assets | $29,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $355,625,000 | 124 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,993,000 | 114 |
| 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 | $1,241,788,000 | 187 |
| Managed Assets ($) | $902,655,000 | 173 |
| Personal trust and agency accounts, managed assets | $417,141,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $97,426,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $55,126,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $59,270,000 | 232 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $170,552,000 | 231 |
| Foundation and endowment trust and agency accounts, managed assets | $103,095,000 | 109 |
| Other fiduciary accounts, managed assets | $45,000 | 97 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $59,270,000 | 224 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $339,133,000 | 144 |
| Personal trust and agency accounts, non-managed assets | $2,088,000 | 265 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $193,975,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $27,139,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $108,896,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $6,978,000 | 125 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,000 | 135 |
| Other fiduciary accounts, non-managed assets | $29,000 | 75 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $320,341,000 | 133 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,139,000 | 125 |
| 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 | $1,187,951,000 | 183 |
| Managed Assets ($) | $866,352,000 | 169 |
| Personal trust and agency accounts, managed assets | $401,890,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $107,129,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $47,301,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $52,456,000 | 223 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $162,665,000 | 215 |
| Foundation and endowment trust and agency accounts, managed assets | $94,866,000 | 107 |
| Other fiduciary accounts, managed assets | $45,000 | 97 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $52,456,000 | 216 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $321,599,000 | 140 |
| Personal trust and agency accounts, non-managed assets | $1,947,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $179,879,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $24,933,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $107,094,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $7,683,000 | 102 |
| Foundation and endowment trust and agency accounts, non-managed assets | $34,000 | 128 |
| Other fiduciary accounts, non-managed assets | $29,000 | 77 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $306,638,000 | 130 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,933,000 | 119 |
| 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 | $1,252,656,000 | 186 |
| Managed Assets ($) | $916,402,000 | 174 |
| Personal trust and agency accounts, managed assets | $431,260,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $108,794,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $55,195,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $58,106,000 | 241 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $157,732,000 | 244 |
| Foundation and endowment trust and agency accounts, managed assets | $105,270,000 | 108 |
| Other fiduciary accounts, managed assets | $45,000 | 186 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $58,106,000 | 233 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $336,254,000 | 146 |
| Personal trust and agency accounts, non-managed assets | $1,013,000 | 458 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $182,231,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $27,152,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $117,030,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $8,762,000 | 147 |
| Foundation and endowment trust and agency accounts, non-managed assets | $37,000 | 186 |
| Other fiduciary accounts, non-managed assets | $29,000 | 123 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $351,536,000 | 142 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,152,000 | 149 |
| 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 | $1,193,036,000 | 189 |
| Managed Assets ($) | $814,516,000 | 182 |
| Personal trust and agency accounts, managed assets | $423,207,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,582,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $53,802,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $55,500,000 | 231 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $152,104,000 | 236 |
| Foundation and endowment trust and agency accounts, managed assets | $100,277,000 | 108 |
| Other fiduciary accounts, managed assets | $44,000 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $55,500,000 | 223 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $378,520,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $979,000 | 250 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $263,424,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 124 |
| Other retirement accounts, non-managed assets | $26,235,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $80,660,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $7,157,000 | 105 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,000 | 132 |
| Other fiduciary accounts, non-managed assets | $29,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $327,797,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,235,000 | 118 |
| 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 | $1,171,853,000 | 188 |
| Managed Assets ($) | $791,818,000 | 186 |
| Personal trust and agency accounts, managed assets | $422,106,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,850,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $53,223,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $51,299,000 | 247 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $188,916,000 | 219 |
| Foundation and endowment trust and agency accounts, managed assets | $46,380,000 | 165 |
| Other fiduciary accounts, managed assets | $44,000 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $51,299,000 | 240 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $380,035,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $944,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $257,880,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 132 |
| Other retirement accounts, non-managed assets | $26,472,000 | 111 |
| Corporate trust and agency accounts, non-managed assets | $78,937,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | $8,328,000 | 109 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,445,000 | 77 |
| Other fiduciary accounts, non-managed assets | $29,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $298,223,000 | 142 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,472,000 | 124 |
| 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 | $1,178,406,000 | 188 |
| Managed Assets ($) | $795,691,000 | 181 |
| Personal trust and agency accounts, managed assets | $438,523,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,803,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $51,658,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $51,757,000 | 241 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $177,642,000 | 225 |
| Foundation and endowment trust and agency accounts, managed assets | $45,264,000 | 163 |
| Other fiduciary accounts, managed assets | $44,000 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $51,757,000 | 234 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $382,715,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $928,000 | 273 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $258,203,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $19,324,000 | 132 |
| Corporate trust and agency accounts, non-managed assets | $88,966,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $7,967,000 | 114 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,297,000 | 76 |
| Other fiduciary accounts, non-managed assets | $30,000 | 82 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $313,220,000 | 139 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,324,000 | 144 |
| 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 | $1,120,447,000 | 187 |
| Managed Assets ($) | $742,178,000 | 180 |
| Personal trust and agency accounts, managed assets | $410,358,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,405,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $47,347,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $47,768,000 | 245 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $165,233,000 | 233 |
| Foundation and endowment trust and agency accounts, managed assets | $42,024,000 | 165 |
| Other fiduciary accounts, managed assets | $43,000 | 190 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $47,768,000 | 237 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $378,269,000 | 140 |
| Personal trust and agency accounts, non-managed assets | $925,000 | 460 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $253,773,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $18,840,000 | 153 |
| Corporate trust and agency accounts, non-managed assets | $91,704,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $6,137,000 | 164 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,889,000 | 86 |
| Other fiduciary accounts, non-managed assets | $1,000 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $314,906,000 | 142 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,612,000 | 186 |
| 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 | $1,161,123,000 | 188 |
| Managed Assets ($) | $806,313,000 | 176 |
| Personal trust and agency accounts, managed assets | $442,880,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,809,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $53,003,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $51,478,000 | 240 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $175,763,000 | 231 |
| Foundation and endowment trust and agency accounts, managed assets | $45,336,000 | 157 |
| Other fiduciary accounts, managed assets | $44,000 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $51,478,000 | 230 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $354,810,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $949,000 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $255,841,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $21,819,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $63,477,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | $5,006,000 | 136 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,688,000 | 79 |
| Other fiduciary accounts, non-managed assets | $30,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $304,324,000 | 139 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,574,000 | 135 |
| 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 | $1,072,528,000 | 199 |
| Managed Assets ($) | $773,234,000 | 182 |
| Personal trust and agency accounts, managed assets | $427,806,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,411,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $51,108,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $48,680,000 | 245 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $174,625,000 | 226 |
| Foundation and endowment trust and agency accounts, managed assets | $35,560,000 | 179 |
| Other fiduciary accounts, managed assets | $44,000 | 104 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $48,680,000 | 235 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $299,294,000 | 153 |
| Personal trust and agency accounts, non-managed assets | $931,000 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $248,802,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $21,076,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $19,810,000 | 63 |
| Investment management and advisory agency accounts, non-managed assets | $5,788,000 | 127 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,857,000 | 100 |
| Other fiduciary accounts, non-managed assets | $30,000 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $299,695,000 | 138 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,837,000 | 133 |
| 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 | $1,082,085,000 | 196 |
| Managed Assets ($) | $772,909,000 | 181 |
| Personal trust and agency accounts, managed assets | $432,698,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,656,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $50,965,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $46,824,000 | 250 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $172,153,000 | 225 |
| Foundation and endowment trust and agency accounts, managed assets | $35,569,000 | 179 |
| Other fiduciary accounts, managed assets | $44,000 | 112 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $46,824,000 | 235 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $309,176,000 | 154 |
| Personal trust and agency accounts, non-managed assets | $926,000 | 276 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $260,136,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $21,387,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $17,024,000 | 67 |
| Investment management and advisory agency accounts, non-managed assets | $7,242,000 | 118 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,431,000 | 100 |
| Other fiduciary accounts, non-managed assets | $30,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $360,757,000 | 130 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,149,000 | 128 |
| 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 | $1,116,730,000 | 191 |
| Managed Assets ($) | $790,884,000 | 180 |
| Personal trust and agency accounts, managed assets | $433,094,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,974,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $51,204,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $46,645,000 | 258 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $186,808,000 | 220 |
| Foundation and endowment trust and agency accounts, managed assets | $36,114,000 | 182 |
| Other fiduciary accounts, managed assets | $45,000 | 194 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $46,645,000 | 242 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $325,846,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $929,000 | 474 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $261,706,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 163 |
| Other retirement accounts, non-managed assets | $22,486,000 | 133 |
| Corporate trust and agency accounts, non-managed assets | $19,846,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | $17,160,000 | 104 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,689,000 | 108 |
| Other fiduciary accounts, non-managed assets | $30,000 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $376,386,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,302,000 | 159 |
| 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 | $1,293,563,000 | 169 |
| Managed Assets ($) | $978,780,000 | 160 |
| Personal trust and agency accounts, managed assets | $625,888,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,445,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $49,678,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $45,881,000 | 247 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $185,190,000 | 216 |
| Foundation and endowment trust and agency accounts, managed assets | $35,654,000 | 172 |
| Other fiduciary accounts, managed assets | $44,000 | 107 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $45,881,000 | 235 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $314,783,000 | 151 |
| Personal trust and agency accounts, non-managed assets | $879,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $255,451,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $21,224,000 | 123 |
| Corporate trust and agency accounts, non-managed assets | $17,603,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | $15,999,000 | 85 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,597,000 | 95 |
| Other fiduciary accounts, non-managed assets | $30,000 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $353,331,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,037,000 | 132 |
| 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 | $1,084,411,000 | 188 |
| Managed Assets ($) | $752,142,000 | 176 |
| Personal trust and agency accounts, managed assets | $417,440,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,616,000 | 116 |
| Employee benefit-defined benefit accounts, managed assets | $47,913,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $43,641,000 | 250 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $171,578,000 | 220 |
| Foundation and endowment trust and agency accounts, managed assets | $34,910,000 | 173 |
| Other fiduciary accounts, managed assets | $44,000 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $43,641,000 | 237 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $332,269,000 | 146 |
| Personal trust and agency accounts, non-managed assets | $880,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $254,089,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $21,842,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $33,121,000 | 63 |
| Investment management and advisory agency accounts, non-managed assets | $16,447,000 | 85 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,860,000 | 84 |
| Other fiduciary accounts, non-managed assets | $30,000 | 84 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $343,839,000 | 125 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,631,000 | 130 |
| 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 | $1,123,893,000 | 180 |
| Managed Assets ($) | $757,062,000 | 173 |
| Personal trust and agency accounts, managed assets | $418,257,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,702,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $46,438,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $40,516,000 | 253 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $181,091,000 | 206 |
| Foundation and endowment trust and agency accounts, managed assets | $33,014,000 | 174 |
| Other fiduciary accounts, managed assets | $44,000 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $40,516,000 | 242 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $366,831,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $853,000 | 280 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $254,110,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $22,512,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $65,416,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $17,227,000 | 81 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,683,000 | 85 |
| Other fiduciary accounts, non-managed assets | $30,000 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $357,903,000 | 122 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,330,000 | 124 |
| 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 | $1,194,808,000 | 166 |
| Managed Assets ($) | $806,622,000 | 167 |
| Personal trust and agency accounts, managed assets | $409,120,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $126,000,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $44,551,000 | 90 |
| Other employee benefit and retirement-related accounts, managed assets | $36,661,000 | 268 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $158,054,000 | 221 |
| Foundation and endowment trust and agency accounts, managed assets | $32,192,000 | 177 |
| Other fiduciary accounts, managed assets | $44,000 | 187 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $36,661,000 | 254 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $388,186,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $809,000 | 498 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $256,363,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $22,739,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $64,159,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $21,079,000 | 85 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,007,000 | 58 |
| Other fiduciary accounts, non-managed assets | $30,000 | 144 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $364,395,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,603,000 | 153 |
| 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 | $1,184,240,000 | 169 |
| Managed Assets ($) | $793,556,000 | 170 |
| Personal trust and agency accounts, managed assets | $403,150,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $119,587,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $44,613,000 | 90 |
| Other employee benefit and retirement-related accounts, managed assets | $30,126,000 | 269 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $160,743,000 | 212 |
| Foundation and endowment trust and agency accounts, managed assets | $35,292,000 | 163 |
| Other fiduciary accounts, managed assets | $45,000 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $30,126,000 | 256 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $390,684,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $809,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $252,896,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 137 |
| Other retirement accounts, non-managed assets | $30,464,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $66,730,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | $18,854,000 | 79 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,900,000 | 56 |
| Other fiduciary accounts, non-managed assets | $31,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $378,804,000 | 122 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,311,000 | 109 |
| 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 | $1,142,811,000 | 172 |
| Managed Assets ($) | $788,330,000 | 167 |
| Personal trust and agency accounts, managed assets | $394,848,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $117,198,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $42,869,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $29,875,000 | 270 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $166,154,000 | 210 |
| Foundation and endowment trust and agency accounts, managed assets | $37,341,000 | 159 |
| Other fiduciary accounts, managed assets | $45,000 | 112 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $29,875,000 | 260 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $354,481,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $836,000 | 294 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $250,841,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 138 |
| Other retirement accounts, non-managed assets | $29,692,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $33,837,000 | 63 |
| Investment management and advisory agency accounts, non-managed assets | $20,254,000 | 78 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,990,000 | 59 |
| Other fiduciary accounts, non-managed assets | $31,000 | 84 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $465,178,000 | 105 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,540,000 | 106 |
| 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 | $1,153,752,000 | 171 |
| Managed Assets ($) | $843,723,000 | 160 |
| Personal trust and agency accounts, managed assets | $392,705,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $165,226,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $42,022,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $32,346,000 | 259 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $174,374,000 | 206 |
| Foundation and endowment trust and agency accounts, managed assets | $37,003,000 | 158 |
| Other fiduciary accounts, managed assets | $47,000 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $32,346,000 | 243 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $310,029,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $811,000 | 288 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $214,405,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 136 |
| Other retirement accounts, non-managed assets | $22,902,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $30,221,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $23,752,000 | 71 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,908,000 | 60 |
| Other fiduciary accounts, non-managed assets | $30,000 | 84 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $350,622,000 | 122 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,751,000 | 124 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,123,362,000 | 174 |
| Managed Assets ($) | $810,810,000 | 163 |
| Personal trust and agency accounts, managed assets | $383,901,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $161,152,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $41,237,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $27,660,000 | 294 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $159,897,000 | 207 |
| Foundation and endowment trust and agency accounts, managed assets | $36,916,000 | 160 |
| Other fiduciary accounts, managed assets | $47,000 | 206 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $27,660,000 | 276 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $312,552,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $834,000 | 512 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $216,829,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 174 |
| Other retirement accounts, non-managed assets | $26,761,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $42,379,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $7,492,000 | 150 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,227,000 | 61 |
| Other fiduciary accounts, non-managed assets | $30,000 | 145 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $361,291,000 | 127 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,628,000 | 133 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,119,405,000 | 171 |
| Managed Assets ($) | $799,431,000 | 159 |
| Personal trust and agency accounts, managed assets | $379,480,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $161,288,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $39,814,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $27,271,000 | 270 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $154,996,000 | 211 |
| Foundation and endowment trust and agency accounts, managed assets | $36,535,000 | 154 |
| Other fiduciary accounts, managed assets | $47,000 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $26,806,000 | 255 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $319,974,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $999,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $216,942,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $26,236,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $51,717,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $6,837,000 | 113 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,213,000 | 61 |
| Other fiduciary accounts, non-managed assets | $30,000 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $359,806,000 | 125 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,102,000 | 115 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,160,307,000 | 172 |
| Managed Assets ($) | $821,449,000 | 163 |
| Personal trust and agency accounts, managed assets | $377,741,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $164,883,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $41,007,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $29,034,000 | 271 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $170,506,000 | 207 |
| Foundation and endowment trust and agency accounts, managed assets | $38,214,000 | 155 |
| Other fiduciary accounts, managed assets | $64,000 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $28,565,000 | 254 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $338,858,000 | 140 |
| Personal trust and agency accounts, non-managed assets | $1,710,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $221,581,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $28,881,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $60,381,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $7,669,000 | 114 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,606,000 | 61 |
| Other fiduciary accounts, non-managed assets | $30,000 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $374,663,000 | 127 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,741,000 | 113 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,155,569,000 | 173 |
| Managed Assets ($) | $804,884,000 | 164 |
| Personal trust and agency accounts, managed assets | $386,121,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $137,948,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $40,978,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $28,232,000 | 273 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $172,883,000 | 208 |
| Foundation and endowment trust and agency accounts, managed assets | $38,658,000 | 154 |
| Other fiduciary accounts, managed assets | $64,000 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $27,741,000 | 256 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $350,685,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $1,742,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $230,910,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 139 |
| Other retirement accounts, non-managed assets | $30,829,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $58,798,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | $9,286,000 | 110 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,090,000 | 59 |
| Other fiduciary accounts, non-managed assets | $30,000 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $388,991,000 | 124 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,355,000 | 111 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,100,945,000 | 176 |
| Managed Assets ($) | $784,593,000 | 165 |
| Personal trust and agency accounts, managed assets | $375,660,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $134,255,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $40,889,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $26,429,000 | 306 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $171,887,000 | 207 |
| Foundation and endowment trust and agency accounts, managed assets | $35,405,000 | 161 |
| Other fiduciary accounts, managed assets | $68,000 | 199 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $25,946,000 | 288 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $316,352,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $4,938,000 | 344 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $230,092,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 180 |
| Other retirement accounts, non-managed assets | $30,439,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $22,890,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | $8,786,000 | 139 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,177,000 | 62 |
| Other fiduciary accounts, non-managed assets | $30,000 | 153 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $401,752,000 | 127 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,003,000 | 129 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,128,227,000 | 168 |
| Managed Assets ($) | $770,516,000 | 164 |
| Personal trust and agency accounts, managed assets | $365,288,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $135,153,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $39,606,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $28,359,000 | 271 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $168,344,000 | 207 |
| Foundation and endowment trust and agency accounts, managed assets | $33,672,000 | 159 |
| Other fiduciary accounts, managed assets | $94,000 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $27,899,000 | 253 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $357,711,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $4,788,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $272,173,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $30,068,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $25,290,000 | 63 |
| Investment management and advisory agency accounts, non-managed assets | $6,598,000 | 110 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,763,000 | 60 |
| Other fiduciary accounts, non-managed assets | $31,000 | 85 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $375,054,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,608,000 | 108 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,129,662,000 | 165 |
| Managed Assets ($) | $779,206,000 | 161 |
| Personal trust and agency accounts, managed assets | $363,184,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $142,554,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $38,800,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $27,283,000 | 272 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $173,074,000 | 203 |
| Foundation and endowment trust and agency accounts, managed assets | $34,188,000 | 155 |
| Other fiduciary accounts, managed assets | $123,000 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $26,825,000 | 255 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $350,456,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $4,526,000 | 237 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $264,890,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $30,509,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $23,695,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | $7,643,000 | 109 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,192,000 | 60 |
| Other fiduciary accounts, non-managed assets | $1,000 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $370,931,000 | 129 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,680,000 | 110 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,112,741,000 | 164 |
| Managed Assets ($) | $770,343,000 | 159 |
| Personal trust and agency accounts, managed assets | $338,489,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $128,055,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $37,319,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $26,207,000 | 277 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $186,626,000 | 193 |
| Foundation and endowment trust and agency accounts, managed assets | $53,525,000 | 123 |
| Other fiduciary accounts, managed assets | $122,000 | 104 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $25,761,000 | 259 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $342,398,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $4,246,000 | 237 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $260,503,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 144 |
| Other retirement accounts, non-managed assets | $31,056,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $19,250,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | $9,153,000 | 105 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,189,000 | 61 |
| Other fiduciary accounts, non-managed assets | $1,000 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $365,652,000 | 129 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,177,000 | 107 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,096,727,000 | 164 |
| Managed Assets ($) | $758,991,000 | 160 |
| Personal trust and agency accounts, managed assets | $342,732,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $142,081,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $36,535,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $25,066,000 | 302 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $159,414,000 | 212 |
| Foundation and endowment trust and agency accounts, managed assets | $53,032,000 | 126 |
| Other fiduciary accounts, managed assets | $131,000 | 183 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $24,631,000 | 282 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $337,736,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $4,308,000 | 369 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $252,474,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 186 |
| Other retirement accounts, non-managed assets | $32,345,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $22,147,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | $8,293,000 | 136 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,168,000 | 61 |
| Other fiduciary accounts, non-managed assets | $1,000 | 180 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $369,927,000 | 134 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,535,000 | 127 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,093,755,000 | 160 |
| Managed Assets ($) | $732,061,000 | 157 |
| Personal trust and agency accounts, managed assets | $360,149,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $135,052,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $34,300,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $18,823,000 | 282 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $154,038,000 | 210 |
| Foundation and endowment trust and agency accounts, managed assets | $29,597,000 | 157 |
| Other fiduciary accounts, managed assets | $102,000 | 98 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $18,403,000 | 264 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $361,694,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $6,655,000 | 214 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $237,569,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $36,453,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $22,812,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | $5,881,000 | 109 |
| Foundation and endowment trust and agency accounts, non-managed assets | $52,323,000 | 37 |
| Other fiduciary accounts, non-managed assets | $1,000 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $362,589,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,656,000 | 103 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,099,987,000 | 154 |
| Managed Assets ($) | $729,837,000 | 156 |
| Personal trust and agency accounts, managed assets | $362,270,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $133,011,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $32,688,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $17,146,000 | 286 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $155,658,000 | 203 |
| Foundation and endowment trust and agency accounts, managed assets | $28,897,000 | 156 |
| Other fiduciary accounts, managed assets | $167,000 | 102 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $16,727,000 | 265 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $370,150,000 | 126 |
| Personal trust and agency accounts, non-managed assets | $7,870,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $235,039,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $36,544,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $35,043,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $6,000,000 | 107 |
| Foundation and endowment trust and agency accounts, non-managed assets | $49,653,000 | 39 |
| Other fiduciary accounts, non-managed assets | $1,000 | 92 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $342,523,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,769,000 | 105 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,067,459,000 | 157 |
| Managed Assets ($) | $708,622,000 | 159 |
| Personal trust and agency accounts, managed assets | $327,934,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $134,750,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $32,227,000 | 112 |
| Other employee benefit and retirement-related accounts, managed assets | $17,397,000 | 282 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $167,237,000 | 195 |
| Foundation and endowment trust and agency accounts, managed assets | $28,911,000 | 158 |
| Other fiduciary accounts, managed assets | $166,000 | 98 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $16,973,000 | 263 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $358,837,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $8,316,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $235,766,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $37,947,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $20,684,000 | 63 |
| Investment management and advisory agency accounts, non-managed assets | $6,144,000 | 108 |
| Foundation and endowment trust and agency accounts, non-managed assets | $49,979,000 | 37 |
| Other fiduciary accounts, non-managed assets | $1,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $353,080,000 | 125 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $36,162,000 | 98 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,070,414,000 | 153 |
| Managed Assets ($) | $661,041,000 | 163 |
| Personal trust and agency accounts, managed assets | $307,319,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $123,354,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $30,711,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $17,230,000 | 336 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $154,858,000 | 201 |
| Foundation and endowment trust and agency accounts, managed assets | $27,392,000 | 168 |
| Other fiduciary accounts, managed assets | $177,000 | 178 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $16,829,000 | 306 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $409,373,000 | 122 |
| Personal trust and agency accounts, non-managed assets | $15,418,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $229,549,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
| Other retirement accounts, non-managed assets | $36,204,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $79,419,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $3,180,000 | 194 |
| Foundation and endowment trust and agency accounts, non-managed assets | $45,603,000 | 35 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $342,664,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,500,000 | 115 |
| 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 | $977,051,000 | 157 |
| Managed Assets ($) | $608,897,000 | 170 |
| Personal trust and agency accounts, managed assets | $238,561,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $129,981,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $30,400,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $19,017,000 | 271 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $162,968,000 | 194 |
| Foundation and endowment trust and agency accounts, managed assets | $27,970,000 | 153 |
| 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 | $18,210,000 | 250 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $368,154,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $15,677,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $219,699,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $36,612,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $53,038,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $4,268,000 | 123 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,743,000 | 36 |
| Other fiduciary accounts, non-managed assets | $117,000 | 77 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $340,707,000 | 128 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,928,000 | 97 |
| 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 | $962,785,000 | 157 |
| Managed Assets ($) | $600,355,000 | 161 |
| Personal trust and agency accounts, managed assets | $236,271,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $127,983,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $28,085,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $19,769,000 | 269 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $160,146,000 | 192 |
| Foundation and endowment trust and agency accounts, managed assets | $28,101,000 | 153 |
| 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 | $18,988,000 | 246 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $362,430,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $14,572,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $216,479,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $35,561,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $55,462,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | $3,597,000 | 117 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,655,000 | 37 |
| Other fiduciary accounts, non-managed assets | $104,000 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $329,135,000 | 129 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $33,897,000 | 96 |
| 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 | $981,453,000 | 154 |
| Managed Assets ($) | $619,987,000 | 161 |
| Personal trust and agency accounts, managed assets | $241,539,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $130,384,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $28,289,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $19,854,000 | 268 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $172,011,000 | 190 |
| Foundation and endowment trust and agency accounts, managed assets | $27,910,000 | 155 |
| 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 | $19,094,000 | 246 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $361,466,000 | 122 |
| Personal trust and agency accounts, non-managed assets | $4,624,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $215,830,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 149 |
| Other retirement accounts, non-managed assets | $38,274,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $46,166,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $4,174,000 | 115 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,166,000 | 34 |
| Other fiduciary accounts, non-managed assets | $12,232,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $318,576,000 | 130 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $36,619,000 | 84 |
| 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 | $949,113,000 | 155 |
| Managed Assets ($) | $593,263,000 | 161 |
| Personal trust and agency accounts, managed assets | $234,414,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $120,889,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $26,338,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $19,199,000 | 297 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $166,940,000 | 186 |
| Foundation and endowment trust and agency accounts, managed assets | $25,483,000 | 167 |
| 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 | $18,464,000 | 279 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $355,850,000 | 122 |
| Personal trust and agency accounts, non-managed assets | $4,588,000 | 347 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $210,438,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 200 |
| Other retirement accounts, non-managed assets | $36,040,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $55,942,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | $2,779,000 | 199 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,995,000 | 39 |
| Other fiduciary accounts, non-managed assets | $12,068,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $307,751,000 | 143 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,422,000 | 104 |
| 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 | $816,709,000 | 163 |
| Managed Assets ($) | $499,487,000 | 172 |
| Personal trust and agency accounts, managed assets | $173,246,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $109,247,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $24,227,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $13,233,000 | 288 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $150,738,000 | 191 |
| Foundation and endowment trust and agency accounts, managed assets | $28,796,000 | 143 |
| 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 | $12,497,000 | 263 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $317,222,000 | 126 |
| Personal trust and agency accounts, non-managed assets | $4,300,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $196,643,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $30,930,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $56,771,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $328,000 | 160 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,146,000 | 37 |
| Other fiduciary accounts, non-managed assets | $104,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $289,399,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,367,000 | 95 |
| 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 | $812,032,000 | 174 |
| Managed Assets ($) | $504,423,000 | 179 |
| Personal trust and agency accounts, managed assets | $178,637,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $116,577,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $19,659,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $14,575,000 | 286 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $146,058,000 | 205 |
| Foundation and endowment trust and agency accounts, managed assets | $28,917,000 | 147 |
| 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 | $13,822,000 | 260 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $307,609,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $4,896,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $193,273,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $33,433,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $41,778,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $315,000 | 158 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,810,000 | 36 |
| Other fiduciary accounts, non-managed assets | $104,000 | 85 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $302,541,000 | 133 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,833,000 | 89 |
| 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 | $824,200,000 | 175 |
| Managed Assets ($) | $521,133,000 | 176 |
| Personal trust and agency accounts, managed assets | $181,680,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $116,631,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $19,627,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $15,312,000 | 283 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $157,034,000 | 192 |
| Foundation and endowment trust and agency accounts, managed assets | $30,849,000 | 144 |
| 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 | $14,490,000 | 256 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $303,067,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $4,010,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $194,535,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $33,859,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $32,757,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | $320,000 | 155 |
| Foundation and endowment trust and agency accounts, non-managed assets | $37,482,000 | 35 |
| Other fiduciary accounts, non-managed assets | $104,000 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $297,163,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,276,000 | 90 |
| 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 | $815,671,000 | 176 |
| Managed Assets ($) | $505,692,000 | 178 |
| Personal trust and agency accounts, managed assets | $179,735,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $122,246,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $19,153,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $15,134,000 | 348 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $139,202,000 | 214 |
| Foundation and endowment trust and agency accounts, managed assets | $30,222,000 | 148 |
| 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 | $14,323,000 | 312 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $309,979,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $3,932,000 | 374 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $192,154,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
| Other retirement accounts, non-managed assets | $33,739,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $43,472,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | $327,000 | 316 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,285,000 | 38 |
| Other fiduciary accounts, non-managed assets | $70,000 | 173 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $305,453,000 | 144 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,170,000 | 110 |
| 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 | $819,221,000 | 169 |
| Managed Assets ($) | $487,258,000 | 176 |
| Personal trust and agency accounts, managed assets | $180,487,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $114,764,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $19,369,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $14,574,000 | 272 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $129,859,000 | 203 |
| Foundation and endowment trust and agency accounts, managed assets | $28,205,000 | 138 |
| 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 | $13,759,000 | 246 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $331,963,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $4,105,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $185,171,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
| Other retirement accounts, non-managed assets | $33,045,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $75,759,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | $472,000 | 141 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,342,000 | 37 |
| Other fiduciary accounts, non-managed assets | $69,000 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $288,164,000 | 138 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,524,000 | 89 |
| 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 | $804,372,000 | 168 |
| Managed Assets ($) | $504,392,000 | 166 |
| Personal trust and agency accounts, managed assets | $176,994,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $113,460,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $17,328,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $13,671,000 | 271 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $156,507,000 | 177 |
| Foundation and endowment trust and agency accounts, managed assets | $26,432,000 | 136 |
| 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 | $12,880,000 | 240 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $299,980,000 | 126 |
| Personal trust and agency accounts, non-managed assets | $4,174,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $171,615,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $32,225,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $60,013,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $1,390,000 | 118 |
| Foundation and endowment trust and agency accounts, non-managed assets | $30,494,000 | 36 |
| Other fiduciary accounts, non-managed assets | $69,000 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $188,057,000 | 155 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,744,000 | 85 |
| 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 | $842,326,000 | 169 |
| Managed Assets ($) | $543,068,000 | 168 |
| Personal trust and agency accounts, managed assets | $184,417,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $128,961,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $18,348,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $14,790,000 | 270 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $168,711,000 | 176 |
| Foundation and endowment trust and agency accounts, managed assets | $27,841,000 | 133 |
| 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 | $13,933,000 | 240 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $299,258,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $4,517,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $180,369,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $34,288,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $48,597,000 | 67 |
| Investment management and advisory agency accounts, non-managed assets | $1,030,000 | 116 |
| Foundation and endowment trust and agency accounts, non-managed assets | $30,385,000 | 41 |
| Other fiduciary accounts, non-managed assets | $72,000 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $196,055,000 | 158 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,800,000 | 80 |
| 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 | $851,800,000 | 167 |
| Managed Assets ($) | $551,442,000 | 169 |
| Personal trust and agency accounts, managed assets | $192,110,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $128,558,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $18,051,000 | 143 |
| Other employee benefit and retirement-related accounts, managed assets | $14,817,000 | 329 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $166,895,000 | 179 |
| Foundation and endowment trust and agency accounts, managed assets | $31,011,000 | 124 |
| 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 | $13,985,000 | 284 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $300,358,000 | 131 |
| Personal trust and agency accounts, non-managed assets | $701,000 | 630 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $176,575,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
| Other retirement accounts, non-managed assets | $34,047,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $57,993,000 | 72 |
| Investment management and advisory agency accounts, non-managed assets | $829,000 | 235 |
| Foundation and endowment trust and agency accounts, non-managed assets | $30,136,000 | 41 |
| Other fiduciary accounts, non-managed assets | $77,000 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $194,403,000 | 171 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,572,000 | 111 |
| 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 | $838,500,000 | 167 |
| Managed Assets ($) | $582,692,000 | 164 |
| Personal trust and agency accounts, managed assets | $253,130,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $125,314,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $17,232,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $11,997,000 | 264 |
| Corporate trust and agency accounts, managed assets | $35,000 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $174,984,000 | 183 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $255,808,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $769,000 | 290 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $165,124,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $32,431,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $57,407,000 | 67 |
| 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 | $77,000 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $223,669,000 | 154 |
| 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 | $678,952,000 | 186 |
| Managed Assets ($) | $437,950,000 | 188 |
| Personal trust and agency accounts, managed assets | $147,112,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $110,073,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $15,636,000 | 140 |
| Other employee benefit and retirement-related accounts, managed assets | $7,923,000 | 286 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $157,206,000 | 187 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $241,002,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $674,000 | 297 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $149,555,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $31,292,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $59,409,000 | 67 |
| 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 | $72,000 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $200,278,000 | 160 |
| 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 | $673,368,000 | 182 |
| Managed Assets ($) | $444,359,000 | 179 |
| Personal trust and agency accounts, managed assets | $145,512,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $110,422,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $14,169,000 | 140 |
| Other employee benefit and retirement-related accounts, managed assets | $7,629,000 | 282 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $166,627,000 | 182 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $229,009,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $650,000 | 294 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $144,840,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $29,702,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $53,745,000 | 66 |
| 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 | $72,000 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $188,719,000 | 164 |
| 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 | $693,881,000 | 187 |
| Managed Assets ($) | $452,241,000 | 183 |
| Personal trust and agency accounts, managed assets | $151,677,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $115,372,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $15,057,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $7,454,000 | 426 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $162,681,000 | 188 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $241,640,000 | 144 |
| Personal trust and agency accounts, non-managed assets | $3,000 | 926 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $145,246,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $30,891,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $65,428,000 | 73 |
| 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 | $72,000 | 209 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $197,191,000 | 171 |
| 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 | $712,619,000 | 194 |
| Managed Assets ($) | $466,399,000 | 189 |
| Personal trust and agency accounts, managed assets | $163,773,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $125,274,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $17,055,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $8,213,000 | 305 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $152,084,000 | 205 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $246,220,000 | 151 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 356 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $143,820,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $34,370,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $67,957,000 | 68 |
| 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 | $72,000 | 111 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $223,950,000 | 166 |
| 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 | $719,606,000 | 203 |
| Managed Assets ($) | $461,694,000 | 204 |
| Personal trust and agency accounts, managed assets | $171,695,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $115,119,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $16,571,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $8,356,000 | 312 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $149,953,000 | 210 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $257,912,000 | 152 |
| Personal trust and agency accounts, non-managed assets | $15,000 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $147,710,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $33,827,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $76,288,000 | 66 |
| 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 | $72,000 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $208,739,000 | 167 |
| 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 | $736,211,000 | 208 |
| Managed Assets ($) | $467,459,000 | 209 |
| Personal trust and agency accounts, managed assets | $168,426,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $116,457,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $16,376,000 | 140 |
| Other employee benefit and retirement-related accounts, managed assets | $8,941,000 | 316 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $157,259,000 | 211 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $268,752,000 | 154 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 359 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $146,461,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $33,844,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $88,374,000 | 61 |
| 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 | $72,000 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $218,938,000 | 166 |
| 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 | $795,988,000 | 203 |
| Managed Assets ($) | $503,356,000 | 196 |
| Personal trust and agency accounts, managed assets | $176,097,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $118,539,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $17,122,000 | 148 |
| Other employee benefit and retirement-related accounts, managed assets | $7,996,000 | 454 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $183,602,000 | 197 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $292,632,000 | 152 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 954 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $146,003,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $34,104,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $112,452,000 | 62 |
| 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 | $72,000 | 214 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $211,334,000 | 179 |
| 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 | $808,842,000 | 200 |
| Managed Assets ($) | $531,461,000 | 191 |
| Personal trust and agency accounts, managed assets | $180,760,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $123,369,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $17,432,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $7,936,000 | 302 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $201,964,000 | 183 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $277,381,000 | 151 |
| Personal trust and agency accounts, non-managed assets | $2,000 | 340 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $127,216,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
| Other retirement accounts, non-managed assets | $34,946,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $115,145,000 | 59 |
| 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 | $72,000 | 109 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $219,538,000 | 167 |
| 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 | $744,114,000 | 216 |
| Managed Assets ($) | $486,060,000 | 209 |
| Personal trust and agency accounts, managed assets | $179,921,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $121,241,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $16,667,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $7,876,000 | 305 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $160,355,000 | 210 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $258,054,000 | 164 |
| Personal trust and agency accounts, non-managed assets | $14,000 | 347 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $119,353,000 | 113 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $34,859,000 | 98 |
| Corporate trust and agency accounts, non-managed assets | $103,757,000 | 61 |
| 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 | $71,000 | 111 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $216,982,000 | 178 |
| 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 | $703,757,000 | 219 |
| Managed Assets ($) | $491,033,000 | 204 |
| Personal trust and agency accounts, managed assets | $180,731,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $124,409,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $15,669,000 | 148 |
| Other employee benefit and retirement-related accounts, managed assets | $6,076,000 | 312 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $164,148,000 | 205 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $212,724,000 | 177 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 347 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $116,723,000 | 115 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $35,976,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $59,936,000 | 70 |
| 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 | $88,000 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $219,037,000 | 173 |
| 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 | $750,373,000 | 212 |
| Managed Assets ($) | $485,888,000 | 204 |
| Personal trust and agency accounts, managed assets | $183,472,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $131,281,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $13,869,000 | 165 |
| Other employee benefit and retirement-related accounts, managed assets | $4,967,000 | 502 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $152,299,000 | 212 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $264,485,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 964 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $140,225,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $35,826,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $88,345,000 | 64 |
| 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 | $88,000 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $222,332,000 | 181 |
| 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 | $723,513,000 | 216 |
| Managed Assets ($) | $472,251,000 | 209 |
| Personal trust and agency accounts, managed assets | $173,789,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $118,508,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $24,888,000 | 129 |
| Other employee benefit and retirement-related accounts, managed assets | $6,168,000 | 300 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $148,898,000 | 209 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $251,262,000 | 166 |
| Personal trust and agency accounts, non-managed assets | $467,000 | 318 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $125,856,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $800,000 | 163 |
| Other retirement accounts, non-managed assets | $33,134,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $90,917,000 | 63 |
| 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 | $88,000 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $201,241,000 | 176 |
| 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 | $704,058,000 | 224 |
| Managed Assets ($) | $453,864,000 | 215 |
| Personal trust and agency accounts, managed assets | $169,677,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $115,197,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $24,326,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $6,246,000 | 304 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $138,418,000 | 216 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $250,194,000 | 177 |
| Personal trust and agency accounts, non-managed assets | $484,000 | 324 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $110,425,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $755,000 | 171 |
| Other retirement accounts, non-managed assets | $34,319,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $103,868,000 | 64 |
| 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 | $343,000 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $184,067,000 | 187 |
| 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 | $748,886,000 | 219 |
| Managed Assets ($) | $457,520,000 | 213 |
| Personal trust and agency accounts, managed assets | $171,715,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $114,419,000 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $24,772,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $6,384,000 | 307 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $140,230,000 | 215 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $291,366,000 | 165 |
| Personal trust and agency accounts, non-managed assets | $489,000 | 327 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $149,325,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $696,000 | 168 |
| Other retirement accounts, non-managed assets | $35,083,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $105,705,000 | 65 |
| 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 | $68,000 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $154,244,000 | 208 |
| 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 | $758,117,000 | 219 |
| Managed Assets ($) | $445,781,000 | 214 |
| Personal trust and agency accounts, managed assets | $169,175,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $108,585,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $23,295,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $6,256,000 | 469 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $138,470,000 | 217 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $312,336,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $489,000 | 733 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $146,283,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $612,000 | 235 |
| Other retirement accounts, non-managed assets | $33,543,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $131,341,000 | 64 |
| 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 | $68,000 | 209 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $157,128,000 | 211 |
| 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 | $724,144,000 | 219 |
| Managed Assets ($) | $416,846,000 | 218 |
| Personal trust and agency accounts, managed assets | $159,050,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $105,236,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $22,194,000 | 141 |
| Other employee benefit and retirement-related accounts, managed assets | $6,521,000 | 302 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $123,845,000 | 219 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $307,298,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $513,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $152,976,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $627,000 | 166 |
| Other retirement accounts, non-managed assets | $33,399,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $119,715,000 | 64 |
| 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 | $68,000 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $150,185,000 | 198 |
| 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 | $723,432,000 | 219 |
| Managed Assets ($) | $419,271,000 | 218 |
| Personal trust and agency accounts, managed assets | $168,406,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $106,486,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $21,744,000 | 140 |
| Other employee benefit and retirement-related accounts, managed assets | $6,467,000 | 311 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $116,168,000 | 229 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $304,161,000 | 156 |
| Personal trust and agency accounts, non-managed assets | $504,000 | 323 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $145,471,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $581,000 | 164 |
| Other retirement accounts, non-managed assets | $32,487,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $125,050,000 | 65 |
| 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 | $68,000 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $142,490,000 | 205 |
| 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 | $662,083,000 | 227 |
| Managed Assets ($) | $416,413,000 | 218 |
| Personal trust and agency accounts, managed assets | $167,351,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $106,179,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $21,300,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $6,485,000 | 313 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $115,098,000 | 227 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $245,670,000 | 176 |
| Personal trust and agency accounts, non-managed assets | $508,000 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $145,382,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $486,000 | 166 |
| Other retirement accounts, non-managed assets | $32,829,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $66,389,000 | 75 |
| 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 | $76,000 | 111 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $146,465,000 | 204 |
| 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 | $639,887,000 | 230 |
| Managed Assets ($) | $404,868,000 | 216 |
| Personal trust and agency accounts, managed assets | $156,116,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $111,952,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $21,734,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $6,624,000 | 441 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $108,442,000 | 241 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $235,019,000 | 186 |
| Personal trust and agency accounts, non-managed assets | $516,000 | 717 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $111,232,000 | 111 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $60,179,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $62,979,000 | 80 |
| 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 | $113,000 | 204 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $155,747,000 | 219 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | 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 | $1,235,971,000 | 157 |
| Managed Assets ($) | $380,496,000 | 219 |
| Personal trust and agency accounts, managed assets | $151,548,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $104,709,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $20,577,000 | 138 |
| Other employee benefit and retirement-related accounts, managed assets | $6,589,000 | 300 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $97,073,000 | 239 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $855,475,000 | 118 |
| Personal trust and agency accounts, non-managed assets | $534,000 | 316 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $754,250,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $55,726,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $44,478,000 | 87 |
| 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 | $487,000 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $140,620,000 | 212 |
| 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 | $1,252,999,000 | 157 |
| Managed Assets ($) | $379,891,000 | 220 |
| Personal trust and agency accounts, managed assets | $155,647,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $105,430,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $19,683,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $6,581,000 | 296 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $92,550,000 | 243 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $873,108,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $1,054,000 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $757,506,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $54,921,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $59,213,000 | 82 |
| 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 | $414,000 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $135,824,000 | 215 |
| 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 | $1,253,016,000 | 158 |
| Managed Assets ($) | $374,509,000 | 226 |
| Personal trust and agency accounts, managed assets | $153,076,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $102,914,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $19,360,000 | 144 |
| Other employee benefit and retirement-related accounts, managed assets | $6,548,000 | 300 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $92,611,000 | 241 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $878,507,000 | 117 |
| Personal trust and agency accounts, non-managed assets | $1,100,000 | 315 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $772,159,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $53,977,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $51,194,000 | 87 |
| 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 | $77,000 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $146,274,000 | 210 |
| 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 | $1,271,544,000 | 161 |
| Managed Assets ($) | $365,972,000 | 235 |
| Personal trust and agency accounts, managed assets | $151,836,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $98,526,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $17,434,000 | 160 |
| Other employee benefit and retirement-related accounts, managed assets | $6,329,000 | 432 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $91,847,000 | 248 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $905,572,000 | 121 |
| Personal trust and agency accounts, non-managed assets | $1,093,000 | 621 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $773,429,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $53,496,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $77,477,000 | 89 |
| 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 | $77,000 | 233 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $150,783,000 | 232 |
| 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 | $1,201,451,000 | 170 |
| Managed Assets ($) | $348,435,000 | 240 |
| Personal trust and agency accounts, managed assets | $148,346,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $88,313,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $16,665,000 | 158 |
| Other employee benefit and retirement-related accounts, managed assets | $5,756,000 | 305 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $89,355,000 | 233 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $853,016,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $1,012,000 | 321 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $716,612,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $49,513,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $85,802,000 | 86 |
| 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 | $77,000 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $142,514,000 | 223 |
| 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 | $1,257,204,000 | 169 |
| Managed Assets ($) | $365,049,000 | 233 |
| Personal trust and agency accounts, managed assets | $168,414,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $83,575,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $16,759,000 | 160 |
| Other employee benefit and retirement-related accounts, managed assets | $5,652,000 | 310 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $90,649,000 | 228 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $892,155,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $11,353,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $709,647,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $47,313,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $123,761,000 | 88 |
| 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 | $81,000 | 141 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $131,443,000 | 235 |
| 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 | $1,106,504,000 | 177 |
| Managed Assets ($) | $346,517,000 | 236 |
| Personal trust and agency accounts, managed assets | $161,159,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,714,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $15,286,000 | 163 |
| Other employee benefit and retirement-related accounts, managed assets | $5,254,000 | 315 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $87,104,000 | 230 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $759,987,000 | 131 |
| Personal trust and agency accounts, non-managed assets | $10,326,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $656,240,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $42,818,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $50,534,000 | 103 |
| 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 | $69,000 | 139 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $128,854,000 | 235 |
| 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 | $914,639,000 | 196 |
| Managed Assets ($) | $347,653,000 | 239 |
| Personal trust and agency accounts, managed assets | $162,160,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,290,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $15,443,000 | 173 |
| Other employee benefit and retirement-related accounts, managed assets | $5,197,000 | 449 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $87,563,000 | 246 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $566,986,000 | 148 |
| Personal trust and agency accounts, non-managed assets | $9,813,000 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $468,312,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $43,139,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $45,653,000 | 115 |
| 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 | $69,000 | 247 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $131,475,000 | 253 |
| 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 | $977,243,000 | 174 |
| Managed Assets ($) | $371,634,000 | 229 |
| Personal trust and agency accounts, managed assets | $186,242,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $75,816,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $16,392,000 | 168 |
| Other employee benefit and retirement-related accounts, managed assets | $6,783,000 | 372 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $86,333,000 | 227 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $68,000 | 323 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $605,609,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $8,151,000 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $505,225,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000 | 281 |
| Other retirement accounts, non-managed assets | $46,207,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $46,025,000 | 124 |
| 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 | $141,080,000 | 224 |
| 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 |