Home > First Security Bank > Total Fiduciary and Related Assets
First Security Bank, Total Fiduciary and Related Assets
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,452,394,000 | 156 |
| Managed Assets ($) | $1,881,311,000 | 138 |
| Personal trust and agency accounts, managed assets | $519,429,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $553,984,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $67,571,000 | 240 |
| Corporate trust and agency accounts, managed assets | $183,339,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $540,596,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | $16,385,000 | 258 |
| Other fiduciary accounts, managed assets | $7,000 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $67,571,000 | 235 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $571,083,000 | 140 |
| Personal trust and agency accounts, non-managed assets | $400,957,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $78,745,000 | 134 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $114,000 | 362 |
| Corporate trust and agency accounts, non-managed assets | $9,369,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $81,089,000 | 51 |
| Foundation and endowment trust and agency accounts, non-managed assets | $154,000 | 188 |
| Other fiduciary accounts, non-managed assets | $655,000 | 79 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $273,296,000 | 162 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $44,127,000 | 90 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,495,545,000 | 160 |
| Managed Assets ($) | $1,862,217,000 | 144 |
| Personal trust and agency accounts, managed assets | $505,096,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $523,146,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 170 |
| Other employee benefit and retirement-related accounts, managed assets | $65,777,000 | 229 |
| Corporate trust and agency accounts, managed assets | $195,669,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $556,316,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | $16,206,000 | 237 |
| Other fiduciary accounts, managed assets | $7,000 | 98 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $65,777,000 | 221 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $633,328,000 | 146 |
| Personal trust and agency accounts, non-managed assets | $397,458,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $75,013,000 | 127 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $114,000 | 288 |
| Corporate trust and agency accounts, non-managed assets | $9,790,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $149,953,000 | 44 |
| Foundation and endowment trust and agency accounts, non-managed assets | $153,000 | 130 |
| Other fiduciary accounts, non-managed assets | $847,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $266,738,000 | 165 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $43,860,000 | 85 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,474,512,000 | 158 |
| Managed Assets ($) | $1,863,864,000 | 142 |
| Personal trust and agency accounts, managed assets | $521,303,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $502,677,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 236 |
| Other employee benefit and retirement-related accounts, managed assets | $61,368,000 | 256 |
| Corporate trust and agency accounts, managed assets | $187,569,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $574,415,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | $16,525,000 | 293 |
| Other fiduciary accounts, managed assets | $7,000 | 188 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $61,368,000 | 247 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $610,648,000 | 144 |
| Personal trust and agency accounts, non-managed assets | $386,572,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $70,665,000 | 151 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $114,000 | 560 |
| Corporate trust and agency accounts, non-managed assets | $9,211,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $143,311,000 | 45 |
| Foundation and endowment trust and agency accounts, non-managed assets | $132,000 | 180 |
| Other fiduciary accounts, non-managed assets | $643,000 | 72 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $257,002,000 | 181 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,885,000 | 103 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,267,163,000 | 162 |
| Managed Assets ($) | $1,696,630,000 | 147 |
| Personal trust and agency accounts, managed assets | $460,048,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $465,299,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 180 |
| Other employee benefit and retirement-related accounts, managed assets | $67,148,000 | 225 |
| Corporate trust and agency accounts, managed assets | $204,730,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $484,046,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | $15,344,000 | 245 |
| Other fiduciary accounts, managed assets | $15,000 | 96 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $67,148,000 | 215 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $570,533,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $351,490,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $66,913,000 | 141 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $399,000 | 292 |
| Corporate trust and agency accounts, non-managed assets | $11,161,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $134,555,000 | 41 |
| Foundation and endowment trust and agency accounts, non-managed assets | $131,000 | 137 |
| Other fiduciary accounts, non-managed assets | $5,884,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $229,819,000 | 173 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,919,000 | 87 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,221,122,000 | 134 |
| Managed Assets ($) | $1,691,280,000 | 124 |
| Personal trust and agency accounts, managed assets | $454,910,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $486,453,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $1,164,000 | 173 |
| Other employee benefit and retirement-related accounts, managed assets | $69,968,000 | 221 |
| Corporate trust and agency accounts, managed assets | $204,865,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $455,592,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | $15,995,000 | 250 |
| Other fiduciary accounts, managed assets | $2,333,000 | 66 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $69,968,000 | 214 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $529,842,000 | 121 |
| Personal trust and agency accounts, non-managed assets | $302,170,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $69,971,000 | 140 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $986,000 | 311 |
| Corporate trust and agency accounts, non-managed assets | $9,978,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $134,535,000 | 35 |
| Foundation and endowment trust and agency accounts, non-managed assets | $131,000 | 138 |
| Other fiduciary accounts, non-managed assets | $12,071,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $122,132,000 | 196 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $45,521,000 | 84 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,463,998,000 | 137 |
| Managed Assets ($) | $1,928,582,000 | 124 |
| Personal trust and agency accounts, managed assets | $486,955,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $556,965,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $1,165,000 | 165 |
| Other employee benefit and retirement-related accounts, managed assets | $76,862,000 | 217 |
| Corporate trust and agency accounts, managed assets | $235,245,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $554,226,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | $17,140,000 | 225 |
| Other fiduciary accounts, managed assets | $24,000 | 93 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $76,862,000 | 210 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $535,416,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $311,381,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $80,057,000 | 131 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $428,000 | 279 |
| Corporate trust and agency accounts, non-managed assets | $10,582,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $131,397,000 | 36 |
| Foundation and endowment trust and agency accounts, non-managed assets | $131,000 | 120 |
| Other fiduciary accounts, non-managed assets | $1,440,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $125,979,000 | 184 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $48,805,000 | 82 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,458,081,000 | 141 |
| Managed Assets ($) | $1,821,099,000 | 131 |
| Personal trust and agency accounts, managed assets | $476,384,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $449,624,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $10,589,000 | 150 |
| Other employee benefit and retirement-related accounts, managed assets | $83,065,000 | 227 |
| Corporate trust and agency accounts, managed assets | $234,021,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $550,316,000 | 143 |
| Foundation and endowment trust and agency accounts, managed assets | $16,383,000 | 281 |
| Other fiduciary accounts, managed assets | $717,000 | 140 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $83,065,000 | 220 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $636,982,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $410,824,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $82,600,000 | 143 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
| Other retirement accounts, non-managed assets | $451,000 | 534 |
| Corporate trust and agency accounts, non-managed assets | $9,927,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | $131,688,000 | 42 |
| Foundation and endowment trust and agency accounts, non-managed assets | $878,000 | 138 |
| Other fiduciary accounts, non-managed assets | $614,000 | 77 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $123,701,000 | 220 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $50,900,000 | 95 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,310,589,000 | 144 |
| Managed Assets ($) | $1,710,635,000 | 140 |
| Personal trust and agency accounts, managed assets | $425,962,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $432,705,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $12,946,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $77,666,000 | 216 |
| Corporate trust and agency accounts, managed assets | $258,972,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $486,512,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | $15,865,000 | 220 |
| Other fiduciary accounts, managed assets | $7,000 | 89 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $77,666,000 | 210 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $599,954,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $376,950,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $78,973,000 | 132 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
| Other retirement accounts, non-managed assets | $473,000 | 270 |
| Corporate trust and agency accounts, non-managed assets | $10,851,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $131,687,000 | 37 |
| Foundation and endowment trust and agency accounts, non-managed assets | $132,000 | 114 |
| Other fiduciary accounts, non-managed assets | $888,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $121,124,000 | 181 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $50,262,000 | 79 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,231,906,000 | 145 |
| Managed Assets ($) | $1,673,144,000 | 140 |
| Personal trust and agency accounts, managed assets | $419,185,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $433,762,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $13,981,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $78,047,000 | 227 |
| Corporate trust and agency accounts, managed assets | $211,656,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $494,452,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | $22,054,000 | 237 |
| Other fiduciary accounts, managed assets | $7,000 | 104 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $78,047,000 | 221 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $558,762,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $349,383,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $78,499,000 | 142 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $494,000 | 311 |
| Corporate trust and agency accounts, non-managed assets | $405,000 | 92 |
| Investment management and advisory agency accounts, non-managed assets | $115,754,000 | 40 |
| Foundation and endowment trust and agency accounts, non-managed assets | $132,000 | 125 |
| Other fiduciary accounts, non-managed assets | $14,095,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $110,500,000 | 202 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $50,546,000 | 86 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,180,622,000 | 146 |
| Managed Assets ($) | $1,667,495,000 | 133 |
| Personal trust and agency accounts, managed assets | $403,484,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $411,450,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $15,050,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $70,752,000 | 223 |
| Corporate trust and agency accounts, managed assets | $230,551,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $515,025,000 | 144 |
| Foundation and endowment trust and agency accounts, managed assets | $20,870,000 | 214 |
| Other fiduciary accounts, managed assets | $313,000 | 80 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $70,752,000 | 217 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $513,127,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $318,994,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $74,896,000 | 135 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $474,000 | 273 |
| Corporate trust and agency accounts, non-managed assets | $553,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | $106,148,000 | 38 |
| Foundation and endowment trust and agency accounts, non-managed assets | $132,000 | 112 |
| Other fiduciary accounts, non-managed assets | $11,930,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $110,196,000 | 188 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $50,984,000 | 78 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,145,379,000 | 142 |
| Managed Assets ($) | $1,637,658,000 | 132 |
| Personal trust and agency accounts, managed assets | $386,947,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $401,494,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $15,096,000 | 140 |
| Other employee benefit and retirement-related accounts, managed assets | $66,888,000 | 238 |
| Corporate trust and agency accounts, managed assets | $242,498,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $503,082,000 | 144 |
| Foundation and endowment trust and agency accounts, managed assets | $20,268,000 | 263 |
| Other fiduciary accounts, managed assets | $1,385,000 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $66,888,000 | 232 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $507,721,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $329,656,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $71,377,000 | 146 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 148 |
| Other retirement accounts, non-managed assets | $465,000 | 540 |
| Corporate trust and agency accounts, non-managed assets | $242,000 | 155 |
| Investment management and advisory agency accounts, non-managed assets | $105,747,000 | 40 |
| Foundation and endowment trust and agency accounts, non-managed assets | $134,000 | 167 |
| Other fiduciary accounts, non-managed assets | $100,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $109,045,000 | 224 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $49,847,000 | 90 |
| 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 | $1,943,014,000 | 142 |
| Managed Assets ($) | $1,565,828,000 | 126 |
| Personal trust and agency accounts, managed assets | $353,285,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $361,648,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $14,654,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $62,304,000 | 221 |
| Corporate trust and agency accounts, managed assets | $271,233,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $483,826,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | $18,871,000 | 211 |
| Other fiduciary accounts, managed assets | $7,000 | 93 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $62,304,000 | 215 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $377,186,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $308,635,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $65,070,000 | 134 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 122 |
| Other retirement accounts, non-managed assets | $426,000 | 279 |
| Corporate trust and agency accounts, non-managed assets | $2,625,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | $296,000 | 172 |
| Foundation and endowment trust and agency accounts, non-managed assets | $134,000 | 116 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $103,583,000 | 183 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $45,642,000 | 80 |
| 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 | $1,847,318,000 | 144 |
| Managed Assets ($) | $1,491,542,000 | 129 |
| Personal trust and agency accounts, managed assets | $357,277,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $337,584,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $13,572,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $53,055,000 | 245 |
| Corporate trust and agency accounts, managed assets | $287,158,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $424,427,000 | 148 |
| Foundation and endowment trust and agency accounts, managed assets | $18,462,000 | 229 |
| Other fiduciary accounts, managed assets | $7,000 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $53,055,000 | 238 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $355,776,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $284,856,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $60,918,000 | 145 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $403,000 | 319 |
| Corporate trust and agency accounts, non-managed assets | $9,172,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $294,000 | 200 |
| Foundation and endowment trust and agency accounts, non-managed assets | $133,000 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $110,836,000 | 193 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $46,997,000 | 81 |
| 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 | $1,679,331,000 | 142 |
| Managed Assets ($) | $1,334,825,000 | 133 |
| Personal trust and agency accounts, managed assets | $327,998,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $305,660,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $6,484,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $47,517,000 | 231 |
| Corporate trust and agency accounts, managed assets | $328,293,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $302,536,000 | 168 |
| Foundation and endowment trust and agency accounts, managed assets | $16,330,000 | 212 |
| Other fiduciary accounts, managed assets | $7,000 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $47,517,000 | 223 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $344,506,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $268,550,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $53,709,000 | 135 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $469,000 | 278 |
| Corporate trust and agency accounts, non-managed assets | $19,814,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | $469,000 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $133,000 | 121 |
| Other fiduciary accounts, non-managed assets | $1,362,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $101,454,000 | 181 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $43,717,000 | 79 |
| 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 | $1,827,250,000 | 147 |
| Managed Assets ($) | $1,420,723,000 | 140 |
| Personal trust and agency accounts, managed assets | $385,202,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $341,814,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $18,557,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $58,858,000 | 239 |
| Corporate trust and agency accounts, managed assets | $292,506,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $306,831,000 | 178 |
| Foundation and endowment trust and agency accounts, managed assets | $16,948,000 | 264 |
| Other fiduciary accounts, managed assets | $7,000 | 203 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $58,857,000 | 231 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $406,527,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $300,874,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $61,633,000 | 150 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $512,000 | 547 |
| Corporate trust and agency accounts, non-managed assets | $29,232,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $12,895,000 | 118 |
| Foundation and endowment trust and agency accounts, non-managed assets | $134,000 | 173 |
| Other fiduciary accounts, non-managed assets | $1,247,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $115,448,000 | 212 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $48,456,000 | 92 |
| 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 | $1,717,988,000 | 151 |
| Managed Assets ($) | $1,333,921,000 | 144 |
| Personal trust and agency accounts, managed assets | $376,248,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $317,034,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $55,915,000 | 230 |
| Corporate trust and agency accounts, managed assets | $274,304,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $294,096,000 | 178 |
| Foundation and endowment trust and agency accounts, managed assets | $16,317,000 | 214 |
| Other fiduciary accounts, managed assets | $7,000 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $55,915,000 | 222 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $384,067,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $281,948,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,531,000 | 140 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 124 |
| Other retirement accounts, non-managed assets | $137,000 | 292 |
| Corporate trust and agency accounts, non-managed assets | $30,956,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $12,891,000 | 83 |
| Foundation and endowment trust and agency accounts, non-managed assets | $134,000 | 123 |
| Other fiduciary accounts, non-managed assets | $470,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $112,906,000 | 185 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $48,116,000 | 78 |
| 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 | $1,633,741,000 | 156 |
| Managed Assets ($) | $1,277,233,000 | 146 |
| Personal trust and agency accounts, managed assets | $361,452,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $296,473,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 196 |
| Other employee benefit and retirement-related accounts, managed assets | $54,244,000 | 240 |
| Corporate trust and agency accounts, managed assets | $257,790,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $290,943,000 | 179 |
| Foundation and endowment trust and agency accounts, managed assets | $16,324,000 | 225 |
| Other fiduciary accounts, managed assets | $7,000 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $54,244,000 | 233 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $356,508,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $267,818,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $56,720,000 | 150 |
| Employee benefit-defined benefit accounts, non-managed Assets | $327,000 | 122 |
| Other retirement accounts, non-managed assets | $5,000 | 322 |
| Corporate trust and agency accounts, non-managed assets | $30,717,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $298,000 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $133,000 | 127 |
| Other fiduciary accounts, non-managed assets | $490,000 | 66 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $124,076,000 | 188 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $47,650,000 | 86 |
| 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 | $1,662,811,000 | 154 |
| Managed Assets ($) | $1,282,580,000 | 144 |
| Personal trust and agency accounts, managed assets | $366,792,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $287,079,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $51,583,000 | 243 |
| Corporate trust and agency accounts, managed assets | $267,925,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $291,414,000 | 178 |
| Foundation and endowment trust and agency accounts, managed assets | $17,780,000 | 224 |
| Other fiduciary accounts, managed assets | $7,000 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $51,583,000 | 235 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $380,231,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $292,326,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $54,955,000 | 152 |
| Employee benefit-defined benefit accounts, non-managed Assets | $337,000 | 125 |
| Other retirement accounts, non-managed assets | $5,000 | 325 |
| Corporate trust and agency accounts, non-managed assets | $31,333,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $342,000 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $132,000 | 129 |
| Other fiduciary accounts, non-managed assets | $801,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $123,233,000 | 187 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $46,567,000 | 83 |
| 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 | $1,559,646,000 | 153 |
| Managed Assets ($) | $1,156,349,000 | 143 |
| Personal trust and agency accounts, managed assets | $345,843,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $260,623,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 267 |
| Other employee benefit and retirement-related accounts, managed assets | $47,866,000 | 244 |
| Corporate trust and agency accounts, managed assets | $226,322,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $259,156,000 | 180 |
| Foundation and endowment trust and agency accounts, managed assets | $16,532,000 | 256 |
| Other fiduciary accounts, managed assets | $7,000 | 207 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $47,866,000 | 236 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $403,297,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $276,286,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $49,649,000 | 162 |
| Employee benefit-defined benefit accounts, non-managed Assets | $337,000 | 152 |
| Other retirement accounts, non-managed assets | $0 | 632 |
| Corporate trust and agency accounts, non-managed assets | $75,491,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | $312,000 | 288 |
| Foundation and endowment trust and agency accounts, non-managed assets | $92,000 | 184 |
| Other fiduciary accounts, non-managed assets | $1,130,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $122,600,000 | 198 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $43,900,000 | 90 |
| 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 | $1,541,802,000 | 158 |
| Managed Assets ($) | $1,214,740,000 | 145 |
| Personal trust and agency accounts, managed assets | $400,607,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $281,655,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 200 |
| Other employee benefit and retirement-related accounts, managed assets | $49,594,000 | 246 |
| Corporate trust and agency accounts, managed assets | $235,555,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $247,284,000 | 189 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 311 |
| Other fiduciary accounts, managed assets | $45,000 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $49,594,000 | 237 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $327,062,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $262,700,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $54,965,000 | 158 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,000 | 130 |
| Other retirement accounts, non-managed assets | $412,000 | 312 |
| Corporate trust and agency accounts, non-managed assets | $378,000 | 97 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $8,521,000 | 47 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $126,963,000 | 182 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $48,554,000 | 79 |
| 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 | $1,571,531,000 | 155 |
| Managed Assets ($) | $883,666,000 | 168 |
| Personal trust and agency accounts, managed assets | $387,425,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $264,557,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $47,450,000 | 251 |
| Corporate trust and agency accounts, managed assets | $64,830,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $119,378,000 | 269 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 312 |
| Other fiduciary accounts, managed assets | $26,000 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $47,450,000 | 240 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $687,865,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $254,470,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $54,184,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,000 | 132 |
| Other retirement accounts, non-managed assets | $0 | 328 |
| Corporate trust and agency accounts, non-managed assets | $251,687,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $118,915,000 | 37 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $8,523,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $85,357,000 | 205 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $48,439,000 | 79 |
| 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 | $1,443,217,000 | 163 |
| Managed Assets ($) | $907,717,000 | 165 |
| Personal trust and agency accounts, managed assets | $371,057,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $103,054,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 204 |
| Other employee benefit and retirement-related accounts, managed assets | $231,596,000 | 85 |
| Corporate trust and agency accounts, managed assets | $86,219,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $115,594,000 | 271 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 308 |
| Other fiduciary accounts, managed assets | $197,000 | 102 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $8,390,000 | 329 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $535,500,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $273,701,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $53,319,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,000 | 131 |
| Other retirement accounts, non-managed assets | $43,832,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $42,201,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $113,645,000 | 38 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $8,716,000 | 50 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $40,287,000 | 252 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,890,000 | 231 |
| 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 | $1,332,141,000 | 170 |
| Managed Assets ($) | $801,686,000 | 178 |
| Personal trust and agency accounts, managed assets | $303,201,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $106,409,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 275 |
| Other employee benefit and retirement-related accounts, managed assets | $187,256,000 | 97 |
| Corporate trust and agency accounts, managed assets | $87,807,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $116,782,000 | 277 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 492 |
| Other fiduciary accounts, managed assets | $231,000 | 166 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $5,826,000 | 464 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $530,455,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $263,070,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $51,596,000 | 162 |
| Employee benefit-defined benefit accounts, non-managed Assets | $93,000 | 159 |
| Other retirement accounts, non-managed assets | $46,067,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $48,605,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $111,652,000 | 38 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
| Other fiduciary accounts, non-managed assets | $9,372,000 | 54 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $41,542,000 | 299 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,947,000 | 345 |
| 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 | $1,253,955,000 | 174 |
| Managed Assets ($) | $724,825,000 | 184 |
| Personal trust and agency accounts, managed assets | $281,591,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $89,855,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $101,000 | 201 |
| Other employee benefit and retirement-related accounts, managed assets | $175,873,000 | 97 |
| Corporate trust and agency accounts, managed assets | $74,452,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $102,678,000 | 279 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 304 |
| Other fiduciary accounts, managed assets | $275,000 | 98 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $5,565,000 | 330 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $529,130,000 | 122 |
| Personal trust and agency accounts, non-managed assets | $259,695,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $49,829,000 | 158 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $45,783,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $53,387,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $106,613,000 | 38 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $13,823,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $40,429,000 | 253 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,953,000 | 231 |
| 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 | $1,169,220,000 | 174 |
| Managed Assets ($) | $638,941,000 | 198 |
| Personal trust and agency accounts, managed assets | $194,662,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $86,716,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $167,537,000 | 97 |
| Corporate trust and agency accounts, managed assets | $89,129,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $100,579,000 | 284 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 305 |
| Other fiduciary accounts, managed assets | $318,000 | 102 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $5,698,000 | 332 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $530,279,000 | 117 |
| Personal trust and agency accounts, non-managed assets | $246,417,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $48,375,000 | 160 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $45,636,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $76,701,000 | 55 |
| Investment management and advisory agency accounts, non-managed assets | $102,409,000 | 36 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $10,741,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,180,000 | 271 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,686,000 | 234 |
| 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 | $1,132,020,000 | 176 |
| Managed Assets ($) | $608,977,000 | 204 |
| Personal trust and agency accounts, managed assets | $194,114,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $84,152,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 207 |
| Other employee benefit and retirement-related accounts, managed assets | $146,232,000 | 104 |
| Corporate trust and agency accounts, managed assets | $87,695,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $96,422,000 | 284 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 310 |
| Other fiduciary accounts, managed assets | $362,000 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $5,907,000 | 336 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $523,043,000 | 118 |
| Personal trust and agency accounts, non-managed assets | $250,138,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,689,000 | 157 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $45,334,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $65,847,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | $102,102,000 | 33 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $11,933,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,437,000 | 327 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,624,000 | 231 |
| 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 | $1,104,296,000 | 177 |
| Managed Assets ($) | $598,862,000 | 204 |
| Personal trust and agency accounts, managed assets | $192,179,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,616,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 280 |
| Other employee benefit and retirement-related accounts, managed assets | $137,450,000 | 108 |
| Corporate trust and agency accounts, managed assets | $97,311,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $93,899,000 | 300 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other fiduciary accounts, managed assets | $407,000 | 153 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $5,699,000 | 466 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $505,434,000 | 117 |
| Personal trust and agency accounts, non-managed assets | $240,537,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $44,064,000 | 166 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $46,398,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $68,893,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $96,722,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
| Other fiduciary accounts, non-managed assets | $8,820,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,417,000 | 473 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,522,000 | 345 |
| 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 | $1,096,057,000 | 175 |
| Managed Assets ($) | $595,309,000 | 206 |
| Personal trust and agency accounts, managed assets | $184,999,000 | 214 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,051,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
| Other employee benefit and retirement-related accounts, managed assets | $130,754,000 | 109 |
| Corporate trust and agency accounts, managed assets | $111,646,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $93,410,000 | 279 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 299 |
| Other fiduciary accounts, managed assets | $449,000 | 92 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $5,152,000 | 333 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $500,748,000 | 121 |
| Personal trust and agency accounts, non-managed assets | $233,669,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $43,578,000 | 157 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 137 |
| Other retirement accounts, non-managed assets | $46,240,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $68,914,000 | 55 |
| Investment management and advisory agency accounts, non-managed assets | $96,964,000 | 37 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 153 |
| Other fiduciary accounts, non-managed assets | $11,383,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,786,000 | 325 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,787,000 | 215 |
| 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 | $1,076,477,000 | 177 |
| Managed Assets ($) | $597,510,000 | 206 |
| Personal trust and agency accounts, managed assets | $195,947,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $68,921,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $124,164,000 | 113 |
| Corporate trust and agency accounts, managed assets | $128,691,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $79,294,000 | 287 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 301 |
| Other fiduciary accounts, managed assets | $493,000 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,727,000 | 339 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $478,967,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $211,210,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $42,300,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000 | 137 |
| Other retirement accounts, non-managed assets | $45,475,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $69,044,000 | 55 |
| Investment management and advisory agency accounts, non-managed assets | $101,817,000 | 38 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
| Other fiduciary accounts, non-managed assets | $9,120,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,183,000 | 330 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,025,000 | 227 |
| 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 | $1,069,882,000 | 175 |
| Managed Assets ($) | $641,501,000 | 188 |
| Personal trust and agency accounts, managed assets | $195,168,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $66,644,000 | 96 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $115,286,000 | 118 |
| Corporate trust and agency accounts, managed assets | $181,002,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $82,840,000 | 281 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 299 |
| Other fiduciary accounts, managed assets | $561,000 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,528,000 | 338 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $428,381,000 | 126 |
| Personal trust and agency accounts, non-managed assets | $188,660,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $41,350,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 136 |
| Other retirement accounts, non-managed assets | $44,719,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $34,627,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | $104,258,000 | 36 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $14,767,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,322,000 | 329 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,138,000 | 224 |
| 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 | $1,012,335,000 | 186 |
| Managed Assets ($) | $615,167,000 | 191 |
| Personal trust and agency accounts, managed assets | $188,197,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,755,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 298 |
| Other employee benefit and retirement-related accounts, managed assets | $99,282,000 | 137 |
| Corporate trust and agency accounts, managed assets | $198,346,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $76,683,000 | 313 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other fiduciary accounts, managed assets | $904,000 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,082,000 | 495 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $397,168,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $178,074,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $38,871,000 | 171 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 174 |
| Other retirement accounts, non-managed assets | $45,307,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $32,236,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $102,478,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $202,000 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,180,000 | 484 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,968,000 | 348 |
| 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 | $904,164,000 | 197 |
| Managed Assets ($) | $554,461,000 | 208 |
| Personal trust and agency accounts, managed assets | $118,232,000 | 267 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,828,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $95,639,000 | 137 |
| Corporate trust and agency accounts, managed assets | $212,485,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $70,453,000 | 292 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 296 |
| Other fiduciary accounts, managed assets | $6,824,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $24,891,000 | 264 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $349,703,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $174,489,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $39,291,000 | 163 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $967,000 | 293 |
| Corporate trust and agency accounts, non-managed assets | $32,910,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $101,722,000 | 31 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $324,000 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $53,959,000 | 238 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $51,713,000 | 72 |
| 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 | $908,148,000 | 200 |
| Managed Assets ($) | $568,801,000 | 208 |
| Personal trust and agency accounts, managed assets | $115,586,000 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,284,000 | 114 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $99,688,000 | 137 |
| Corporate trust and agency accounts, managed assets | $227,860,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $78,207,000 | 288 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 295 |
| Other fiduciary accounts, managed assets | $176,000 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $25,350,000 | 265 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $339,347,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $160,051,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $39,977,000 | 163 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $1,000,000 | 294 |
| Corporate trust and agency accounts, non-managed assets | $34,379,000 | 63 |
| Investment management and advisory agency accounts, non-managed assets | $103,424,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $516,000 | 75 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,630,000 | 239 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $53,464,000 | 71 |
| 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 | $781,557,000 | 213 |
| Managed Assets ($) | $494,282,000 | 234 |
| Personal trust and agency accounts, managed assets | $118,195,000 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,000 | 305 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $91,796,000 | 146 |
| Corporate trust and agency accounts, managed assets | $209,546,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $74,574,000 | 293 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 292 |
| Other fiduciary accounts, managed assets | $126,000 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $24,318,000 | 269 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $287,275,000 | 151 |
| Personal trust and agency accounts, non-managed assets | $148,762,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,000 | 284 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 139 |
| Other retirement accounts, non-managed assets | $1,236,000 | 296 |
| Corporate trust and agency accounts, non-managed assets | $36,442,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | $100,411,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $387,000 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,970,000 | 237 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $54,455,000 | 72 |
| 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 | $782,642,000 | 209 |
| Managed Assets ($) | $502,760,000 | 231 |
| Personal trust and agency accounts, managed assets | $111,050,000 | 299 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $73,438,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 307 |
| Other employee benefit and retirement-related accounts, managed assets | $70,443,000 | 180 |
| Corporate trust and agency accounts, managed assets | $177,006,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $70,804,000 | 332 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other fiduciary accounts, managed assets | $19,000 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $19,769,000 | 320 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $279,882,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $139,597,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,775,000 | 394 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 180 |
| Other retirement accounts, non-managed assets | $21,000 | 723 |
| Corporate trust and agency accounts, non-managed assets | $37,692,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | $100,159,000 | 33 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $638,000 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,622,000 | 287 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $55,622,000 | 74 |
| 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 | $746,566,000 | 213 |
| Managed Assets ($) | $466,827,000 | 240 |
| Personal trust and agency accounts, managed assets | $109,834,000 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $69,525,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 224 |
| Other employee benefit and retirement-related accounts, managed assets | $21,486,000 | 296 |
| Corporate trust and agency accounts, managed assets | $194,771,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $71,203,000 | 295 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 293 |
| Other fiduciary accounts, managed assets | $8,000 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $21,486,000 | 278 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $279,739,000 | 149 |
| Personal trust and agency accounts, non-managed assets | $132,907,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,579,000 | 225 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $81,000 | 327 |
| Corporate trust and agency accounts, non-managed assets | $39,135,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $96,571,000 | 35 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $4,466,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,128,000 | 240 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $54,537,000 | 70 |
| 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 | $709,645,000 | 221 |
| Managed Assets ($) | $411,194,000 | 253 |
| Personal trust and agency accounts, managed assets | $106,118,000 | 285 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,286,000 | 135 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 225 |
| Other employee benefit and retirement-related accounts, managed assets | $19,850,000 | 303 |
| Corporate trust and agency accounts, managed assets | $189,404,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $62,466,000 | 302 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
| Other fiduciary accounts, managed assets | $70,000 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $19,850,000 | 283 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $298,451,000 | 145 |
| Personal trust and agency accounts, non-managed assets | $126,930,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,671,000 | 163 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $23,000 | 332 |
| Corporate trust and agency accounts, non-managed assets | $38,026,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $92,177,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $3,624,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,597,000 | 240 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $54,914,000 | 70 |
| 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 | $669,092,000 | 230 |
| Managed Assets ($) | $392,296,000 | 258 |
| Personal trust and agency accounts, managed assets | $107,617,000 | 280 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,451,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $17,704,000 | 305 |
| Corporate trust and agency accounts, managed assets | $168,960,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $65,557,000 | 297 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 290 |
| Other fiduciary accounts, managed assets | $7,000 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $17,546,000 | 285 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $276,796,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $124,184,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,184,000 | 176 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 144 |
| Other retirement accounts, non-managed assets | $1,000 | 340 |
| Corporate trust and agency accounts, non-managed assets | $38,026,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $79,790,000 | 41 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $3,611,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,963,000 | 239 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $55,184,000 | 70 |
| 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 | $676,036,000 | 221 |
| Managed Assets ($) | $412,154,000 | 250 |
| Personal trust and agency accounts, managed assets | $140,580,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,389,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 318 |
| Other employee benefit and retirement-related accounts, managed assets | $17,251,000 | 350 |
| Corporate trust and agency accounts, managed assets | $185,779,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $32,148,000 | 433 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 488 |
| Other fiduciary accounts, managed assets | $7,000 | 217 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $17,092,000 | 323 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $263,882,000 | 149 |
| Personal trust and agency accounts, non-managed assets | $122,166,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $27,016,000 | 201 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 186 |
| Other retirement accounts, non-managed assets | $7,000 | 756 |
| Corporate trust and agency accounts, non-managed assets | $36,786,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | $77,900,000 | 40 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $7,000 | 160 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,110,000 | 283 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $55,117,000 | 80 |
| 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 | $648,513,000 | 218 |
| Managed Assets ($) | $375,943,000 | 256 |
| Personal trust and agency accounts, managed assets | $133,811,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,462,000 | 134 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $3,188,000 | 339 |
| Corporate trust and agency accounts, managed assets | $197,128,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $8,347,000 | 338 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other fiduciary accounts, managed assets | $7,000 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $3,188,000 | 316 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $272,570,000 | 145 |
| Personal trust and agency accounts, non-managed assets | $116,699,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,809,000 | 177 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $26,053,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $29,662,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $75,341,000 | 38 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $6,000 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,006,000 | 266 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $59,059,000 | 73 |
| 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 | $600,418,000 | 232 |
| Managed Assets ($) | $330,627,000 | 270 |
| Personal trust and agency accounts, managed assets | $134,844,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,874,000 | 148 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $13,240,000 | 299 |
| Corporate trust and agency accounts, managed assets | $149,565,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $7,097,000 | 343 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other fiduciary accounts, managed assets | $7,000 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $13,240,000 | 276 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $269,791,000 | 144 |
| Personal trust and agency accounts, non-managed assets | $112,310,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $32,166,000 | 165 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $22,856,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $27,404,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $75,030,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $25,000 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $32,601,000 | 265 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $55,400,000 | 77 |
| 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 | $620,630,000 | 226 |
| Managed Assets ($) | $352,315,000 | 256 |
| Personal trust and agency accounts, managed assets | $161,751,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,430,000 | 139 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $1,460,000 | 353 |
| Corporate trust and agency accounts, managed assets | $151,655,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $7,012,000 | 346 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
| Other fiduciary accounts, managed assets | $7,000 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $757,000 | 329 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $268,315,000 | 144 |
| Personal trust and agency accounts, non-managed assets | $107,708,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $32,172,000 | 171 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $22,959,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $30,089,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | $75,365,000 | 40 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $22,000 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,243,000 | 268 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $56,202,000 | 74 |
| 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 | $678,343,000 | 205 |
| Managed Assets ($) | $403,406,000 | 230 |
| Personal trust and agency accounts, managed assets | $208,566,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,788,000 | 155 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
| Other employee benefit and retirement-related accounts, managed assets | $10,472,000 | 413 |
| Corporate trust and agency accounts, managed assets | $152,057,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $7,318,000 | 603 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 479 |
| Other fiduciary accounts, managed assets | $205,000 | 168 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $10,472,000 | 378 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $274,937,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $102,167,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,981,000 | 175 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
| Other retirement accounts, non-managed assets | $2,241,000 | 488 |
| Corporate trust and agency accounts, non-managed assets | $29,296,000 | 72 |
| Investment management and advisory agency accounts, non-managed assets | $103,228,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $24,000 | 160 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $32,255,000 | 359 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,448,000 | 121 |
| 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 | $501,279,000 | 254 |
| Managed Assets ($) | $310,513,000 | 267 |
| Personal trust and agency accounts, managed assets | $206,816,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,509,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $476,000 | 198 |
| Other employee benefit and retirement-related accounts, managed assets | $12,301,000 | 301 |
| Corporate trust and agency accounts, managed assets | $53,652,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $6,499,000 | 331 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $260,000 | 93 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $12,301,000 | 275 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $190,766,000 | 168 |
| Personal trust and agency accounts, non-managed assets | $97,976,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,495,000 | 181 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $47,000 | 305 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 117 |
| Investment management and advisory agency accounts, non-managed assets | $72,240,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $7,000 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $85,227,000 | 201 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $57,363,000 | 66 |
| 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 | $520,085,000 | 237 |
| Managed Assets ($) | $161,047,000 | 327 |
| Personal trust and agency accounts, managed assets | $41,766,000 | 322 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,000 | 293 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
| Other employee benefit and retirement-related accounts, managed assets | $3,483,000 | 327 |
| Corporate trust and agency accounts, managed assets | $43,686,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $72,110,000 | 265 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $1,000 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $3,327,000 | 298 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $359,038,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $248,499,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $45,189,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $435,000 | 128 |
| Other retirement accounts, non-managed assets | $1,458,000 | 264 |
| Corporate trust and agency accounts, non-managed assets | $57,190,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $6,212,000 | 102 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $55,000 | 84 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $85,336,000 | 199 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $63,288,000 | 62 |
| 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 | $475,431,000 | 253 |
| Managed Assets ($) | $113,982,000 | 343 |
| Personal trust and agency accounts, managed assets | $33,991,000 | 333 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,000 | 293 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 213 |
| Other employee benefit and retirement-related accounts, managed assets | $1,397,000 | 340 |
| Corporate trust and agency accounts, managed assets | $8,535,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $69,908,000 | 265 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other fiduciary accounts, managed assets | $150,000 | 101 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,396,000 | 308 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $361,449,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $268,242,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $45,161,000 | 145 |
| Employee benefit-defined benefit accounts, non-managed Assets | $446,000 | 131 |
| Other retirement accounts, non-managed assets | $9,663,000 | 170 |
| Corporate trust and agency accounts, non-managed assets | $32,716,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $4,389,000 | 113 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $832,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,885,000 | 220 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,750,000 | 112 |
| 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 | $476,848,000 | 244 |
| Managed Assets ($) | $104,368,000 | 463 |
| Personal trust and agency accounts, managed assets | $23,768,000 | 631 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 547 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
| Other employee benefit and retirement-related accounts, managed assets | $606,000 | 664 |
| Corporate trust and agency accounts, managed assets | $9,043,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $69,875,000 | 288 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 471 |
| Other fiduciary accounts, managed assets | $1,076,000 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $606,000 | 592 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $372,480,000 | 118 |
| Personal trust and agency accounts, non-managed assets | $277,460,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $44,224,000 | 153 |
| Employee benefit-defined benefit accounts, non-managed Assets | $431,000 | 175 |
| Other retirement accounts, non-managed assets | $10,593,000 | 223 |
| Corporate trust and agency accounts, non-managed assets | $34,288,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | $4,014,000 | 176 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $1,470,000 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $65,103,000 | 264 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $74,901,000 | 58 |
| 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 | $471,549,000 | 236 |
| Managed Assets ($) | $96,731,000 | 341 |
| Personal trust and agency accounts, managed assets | $22,659,000 | 338 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 292 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 352 |
| Corporate trust and agency accounts, managed assets | $6,478,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $67,594,000 | 262 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 320 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $374,818,000 | 116 |
| Personal trust and agency accounts, non-managed assets | $275,015,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $45,097,000 | 146 |
| Employee benefit-defined benefit accounts, non-managed Assets | $408,000 | 135 |
| Other retirement accounts, non-managed assets | $14,909,000 | 122 |
| Corporate trust and agency accounts, non-managed assets | $34,474,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | $3,578,000 | 107 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $1,337,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $60,503,000 | 224 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $74,608,000 | 53 |
| 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 | $534,489,000 | 227 |
| Managed Assets ($) | $165,098,000 | 327 |
| Personal trust and agency accounts, managed assets | $78,106,000 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,336,000 | 211 |
| Employee benefit-defined benefit accounts, managed assets | $446,000 | 212 |
| Other employee benefit and retirement-related accounts, managed assets | $191,000 | 354 |
| Corporate trust and agency accounts, managed assets | $11,410,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $67,608,000 | 268 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 261 |
| Other fiduciary accounts, managed assets | $1,000 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $35,000 | 321 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $369,391,000 | 121 |
| Personal trust and agency accounts, non-managed assets | $215,808,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,291,000 | 158 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $77,396,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $35,617,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | $4,279,000 | 98 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $749,000 | 359 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $44,801,000 | 72 |
| 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 | $527,368,000 | 230 |
| Managed Assets ($) | $165,755,000 | 332 |
| Personal trust and agency accounts, managed assets | $80,647,000 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,334,000 | 215 |
| Employee benefit-defined benefit accounts, managed assets | $448,000 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $193,000 | 358 |
| Corporate trust and agency accounts, managed assets | $9,837,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $67,295,000 | 269 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other fiduciary accounts, managed assets | $1,000 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $35,000 | 322 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $361,613,000 | 126 |
| Personal trust and agency accounts, non-managed assets | $204,840,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,252,000 | 157 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $77,693,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $42,518,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $310,000 | 157 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $747,000 | 364 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $45,011,000 | 72 |
| 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 | $524,679,000 | 230 |
| Managed Assets ($) | $172,929,000 | 363 |
| Personal trust and agency accounts, managed assets | $87,240,000 | 302 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,336,000 | 288 |
| Employee benefit-defined benefit accounts, managed assets | $439,000 | 336 |
| Other employee benefit and retirement-related accounts, managed assets | $190,000 | 739 |
| Corporate trust and agency accounts, managed assets | $10,397,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $67,326,000 | 300 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
| Other fiduciary accounts, managed assets | $1,000 | 245 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $35,000 | 653 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $351,750,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $195,655,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $35,303,000 | 178 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
| Other retirement accounts, non-managed assets | $76,645,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $43,846,000 | 73 |
| Investment management and advisory agency accounts, non-managed assets | $301,000 | 321 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $743,000 | 748 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $43,940,000 | 85 |
| 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 | $485,778,000 | 238 |
| Managed Assets ($) | $158,513,000 | 318 |
| Personal trust and agency accounts, managed assets | $75,441,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,092,000 | 216 |
| Employee benefit-defined benefit accounts, managed assets | $416,000 | 222 |
| Other employee benefit and retirement-related accounts, managed assets | $188,000 | 345 |
| Corporate trust and agency accounts, managed assets | $8,196,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $67,179,000 | 254 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $1,000 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $188,000 | 308 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $327,265,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $184,516,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $33,772,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
| Other retirement accounts, non-managed assets | $73,411,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $35,566,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $643,000 | 360 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $73,411,000 | 52 |
| 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 | $438,524,000 | 246 |
| Managed Assets ($) | $149,557,000 | 319 |
| Personal trust and agency accounts, managed assets | $69,990,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $995,000 | 277 |
| Employee benefit-defined benefit accounts, managed assets | $398,000 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $189,000 | 347 |
| Corporate trust and agency accounts, managed assets | $12,985,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $64,999,000 | 254 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $1,000 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $189,000 | 304 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $288,967,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $172,784,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,424,000 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $68,100,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $43,659,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $681,000 | 358 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $68,100,000 | 50 |
| 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 | $440,307,000 | 254 |
| Managed Assets ($) | $153,403,000 | 323 |
| Personal trust and agency accounts, managed assets | $75,419,000 | 265 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,096,000 | 276 |
| Employee benefit-defined benefit accounts, managed assets | $396,000 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $192,000 | 352 |
| Corporate trust and agency accounts, managed assets | $12,067,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $64,232,000 | 261 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 259 |
| Other fiduciary accounts, managed assets | $1,000 | 112 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $192,000 | 308 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $286,904,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $166,977,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,001,000 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $68,530,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $46,396,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $681,000 | 365 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $44,544,000 | 68 |
| 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 | $444,367,000 | 254 |
| Managed Assets ($) | $158,710,000 | 366 |
| Personal trust and agency accounts, managed assets | $79,520,000 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,095,000 | 500 |
| Employee benefit-defined benefit accounts, managed assets | $386,000 | 345 |
| Other employee benefit and retirement-related accounts, managed assets | $186,000 | 758 |
| Corporate trust and agency accounts, managed assets | $13,716,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $63,806,000 | 306 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 453 |
| Other fiduciary accounts, managed assets | $1,000 | 251 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $186,000 | 629 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $285,657,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $165,287,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,649,000 | 349 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
| Other retirement accounts, non-managed assets | $66,424,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $49,297,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $600,000 | 774 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $66,424,000 | 61 |
| 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 | $442,338,000 | 250 |
| Managed Assets ($) | $155,368,000 | 313 |
| Personal trust and agency accounts, managed assets | $74,196,000 | 267 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,277,000 | 241 |
| Employee benefit-defined benefit accounts, managed assets | $373,000 | 210 |
| Other employee benefit and retirement-related accounts, managed assets | $121,000 | 339 |
| Corporate trust and agency accounts, managed assets | $13,157,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $64,244,000 | 268 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $286,970,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $172,872,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,381,000 | 242 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $64,112,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $47,605,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $605,000 | 350 |
| 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 | $450,875,000 | 241 |
| Managed Assets ($) | $171,379,000 | 311 |
| Personal trust and agency accounts, managed assets | $75,970,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,138,000 | 248 |
| Employee benefit-defined benefit accounts, managed assets | $342,000 | 214 |
| Other employee benefit and retirement-related accounts, managed assets | $117,000 | 342 |
| Corporate trust and agency accounts, managed assets | $27,211,000 | 26 |
| Investment management and investment advisory agency accounts, managed assets | $64,601,000 | 271 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $279,496,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $169,448,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,195,000 | 247 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $60,220,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $47,633,000 | 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 | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,742,000 | 352 |
| 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 | $435,749,000 | 236 |
| Managed Assets ($) | $159,453,000 | 315 |
| Personal trust and agency accounts, managed assets | $73,626,000 | 264 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,046,000 | 246 |
| Employee benefit-defined benefit accounts, managed assets | $310,000 | 216 |
| Other employee benefit and retirement-related accounts, managed assets | $126,000 | 344 |
| Corporate trust and agency accounts, managed assets | $23,998,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $58,347,000 | 276 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $276,296,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $162,098,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,467,000 | 248 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $58,271,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $53,460,000 | 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 | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $956,000 | 366 |
| 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 | $453,605,000 | 238 |
| Managed Assets ($) | $175,008,000 | 338 |
| Personal trust and agency accounts, managed assets | $78,126,000 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,974,000 | 394 |
| Employee benefit-defined benefit accounts, managed assets | $316,000 | 349 |
| Other employee benefit and retirement-related accounts, managed assets | $125,000 | 754 |
| Corporate trust and agency accounts, managed assets | $30,129,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $63,338,000 | 325 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $278,597,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $156,868,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,740,000 | 401 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $60,141,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $58,848,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $940,000 | 756 |
| 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 | $479,578,000 | 248 |
| Managed Assets ($) | $184,731,000 | 324 |
| Personal trust and agency accounts, managed assets | $85,259,000 | 280 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,883,000 | 262 |
| Employee benefit-defined benefit accounts, managed assets | $1,223,000 | 208 |
| Other employee benefit and retirement-related accounts, managed assets | $123,000 | 370 |
| Corporate trust and agency accounts, managed assets | $32,985,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $62,258,000 | 294 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $294,847,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $161,150,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,041,000 | 265 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $63,990,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $66,666,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,003,000 | 387 |
| 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 | $491,802,000 | 251 |
| Managed Assets ($) | $202,955,000 | 324 |
| Personal trust and agency accounts, managed assets | $88,776,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,814,000 | 273 |
| Employee benefit-defined benefit accounts, managed assets | $2,978,000 | 193 |
| Other employee benefit and retirement-related accounts, managed assets | $122,000 | 376 |
| Corporate trust and agency accounts, managed assets | $48,134,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $60,131,000 | 304 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $288,847,000 | 144 |
| Personal trust and agency accounts, non-managed assets | $150,568,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,397,000 | 271 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $63,850,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $71,032,000 | 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 | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,002,000 | 390 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | 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 | $490,154,000 | 260 |
| Managed Assets ($) | $215,403,000 | 331 |
| Personal trust and agency accounts, managed assets | $89,914,000 | 288 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,790,000 | 275 |
| Employee benefit-defined benefit accounts, managed assets | $3,101,000 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $79,000 | 385 |
| Corporate trust and agency accounts, managed assets | $58,992,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $60,527,000 | 309 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $274,751,000 | 151 |
| Personal trust and agency accounts, non-managed assets | $141,622,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,286,000 | 277 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $63,127,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $66,716,000 | 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 | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $952,000 | 398 |
| 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 | $514,429,000 | 257 |
| Managed Assets ($) | $236,674,000 | 321 |
| Personal trust and agency accounts, managed assets | $90,317,000 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,733,000 | 453 |
| Employee benefit-defined benefit accounts, managed assets | $3,237,000 | 271 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 790 |
| Corporate trust and agency accounts, managed assets | $79,469,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $60,918,000 | 366 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $277,755,000 | 155 |
| Personal trust and agency accounts, non-managed assets | $141,380,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,230,000 | 443 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $60,956,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $72,189,000 | 72 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $951,000 | 787 |
| 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 | $478,652,000 | 270 |
| Managed Assets ($) | $230,257,000 | 316 |
| Personal trust and agency accounts, managed assets | $61,916,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,754,000 | 273 |
| Employee benefit-defined benefit accounts, managed assets | $3,075,000 | 186 |
| Other employee benefit and retirement-related accounts, managed assets | $60,000 | 367 |
| Corporate trust and agency accounts, managed assets | $102,723,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $59,729,000 | 299 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $248,395,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $136,297,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,444,000 | 271 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
| Other retirement accounts, non-managed assets | $34,179,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $74,475,000 | 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 | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $951,000 | 381 |
| 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 | $482,515,000 | 274 |
| Managed Assets ($) | $244,019,000 | 309 |
| Personal trust and agency accounts, managed assets | $55,333,000 | 323 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,644,000 | 278 |
| Employee benefit-defined benefit accounts, managed assets | $3,334,000 | 190 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
| Corporate trust and agency accounts, managed assets | $120,918,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $61,790,000 | 300 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $238,496,000 | 167 |
| Personal trust and agency accounts, non-managed assets | $134,753,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,387,000 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $34,304,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $66,052,000 | 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 | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $950,000 | 389 |
| 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 | $490,026,000 | 266 |
| Managed Assets ($) | $254,991,000 | 301 |
| Personal trust and agency accounts, managed assets | $52,140,000 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,796,000 | 280 |
| Employee benefit-defined benefit accounts, managed assets | $3,207,000 | 193 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 374 |
| Corporate trust and agency accounts, managed assets | $128,751,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $68,097,000 | 292 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $235,035,000 | 168 |
| Personal trust and agency accounts, non-managed assets | $135,501,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,235,000 | 281 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $33,665,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $62,634,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $938,000 | 390 |
| 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 | $389,077,000 | 298 |
| Managed Assets ($) | $197,315,000 | 357 |
| Personal trust and agency accounts, managed assets | $59,675,000 | 407 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,700,000 | 489 |
| Employee benefit-defined benefit accounts, managed assets | $3,213,000 | 282 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 788 |
| Corporate trust and agency accounts, managed assets | $131,727,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 891 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $191,762,000 | 185 |
| Personal trust and agency accounts, non-managed assets | $131,699,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 653 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $33,548,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $26,515,000 | 94 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $938,000 | 824 |
| 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 | $319,370,000 | 325 |
| Managed Assets ($) | $128,117,000 | 340 |
| Personal trust and agency accounts, managed assets | $69,799,000 | 295 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,600,000 | 276 |
| Employee benefit-defined benefit accounts, managed assets | $2,953,000 | 201 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
| Corporate trust and agency accounts, managed assets | $52,430,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $335,000 | 363 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $191,253,000 | 188 |
| Personal trust and agency accounts, non-managed assets | $135,616,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,019,000 | 278 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $29,953,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $22,665,000 | 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 | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,007,000 | 357 |
| 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 | $299,048,000 | 338 |
| Managed Assets ($) | $126,271,000 | 346 |
| Personal trust and agency accounts, managed assets | $61,751,000 | 309 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,536,000 | 281 |
| Employee benefit-defined benefit accounts, managed assets | $2,930,000 | 206 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 358 |
| Corporate trust and agency accounts, managed assets | $58,679,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $375,000 | 366 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $172,777,000 | 201 |
| Personal trust and agency accounts, non-managed assets | $127,948,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,935,000 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $29,398,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $12,496,000 | 99 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,233,000 | 363 |
| 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 | $293,912,000 | 335 |
| Managed Assets ($) | $130,503,000 | 348 |
| Personal trust and agency accounts, managed assets | $62,449,000 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,771,000 | 257 |
| Employee benefit-defined benefit accounts, managed assets | $2,759,000 | 208 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
| Corporate trust and agency accounts, managed assets | $58,039,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $485,000 | 375 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $163,409,000 | 209 |
| Personal trust and agency accounts, non-managed assets | $123,429,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,941,000 | 284 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $29,404,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $7,635,000 | 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 | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,458,000 | 357 |
| 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 | $301,192,000 | 341 |
| Managed Assets ($) | $142,224,000 | 406 |
| Personal trust and agency accounts, managed assets | $62,176,000 | 393 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,158,000 | 296 |
| Employee benefit-defined benefit accounts, managed assets | $2,767,000 | 304 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 819 |
| Corporate trust and agency accounts, managed assets | $64,666,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $457,000 | 865 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $158,968,000 | 221 |
| Personal trust and agency accounts, non-managed assets | $121,460,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,781,000 | 483 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $29,125,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $5,602,000 | 155 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,573,000 | 643 |
| 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 | $278,223,000 | 338 |
| Managed Assets ($) | $138,067,000 | 337 |
| Personal trust and agency accounts, managed assets | $61,287,000 | 306 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,938,000 | 222 |
| Employee benefit-defined benefit accounts, managed assets | $2,794,000 | 211 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
| Corporate trust and agency accounts, managed assets | $59,819,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $229,000 | 368 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $140,156,000 | 215 |
| Personal trust and agency accounts, non-managed assets | $94,439,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,694,000 | 288 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
| Other retirement accounts, non-managed assets | $27,484,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $15,539,000 | 96 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,737,000 | 340 |
| 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 | $225,557,000 | 365 |
| Managed Assets ($) | $144,840,000 | 346 |
| Personal trust and agency accounts, managed assets | $60,155,000 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,757,000 | 227 |
| Employee benefit-defined benefit accounts, managed assets | $2,701,000 | 212 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 373 |
| Corporate trust and agency accounts, managed assets | $68,047,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $180,000 | 382 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $80,717,000 | 248 |
| Personal trust and agency accounts, non-managed assets | $35,457,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,624,000 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $27,482,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $15,154,000 | 100 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,109,000 | 352 |
| 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 | $219,335,000 | 368 |
| Managed Assets ($) | $145,944,000 | 346 |
| Personal trust and agency accounts, managed assets | $61,433,000 | 307 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,692,000 | 228 |
| Employee benefit-defined benefit accounts, managed assets | $2,718,000 | 216 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
| Corporate trust and agency accounts, managed assets | $67,941,000 | 26 |
| Investment management and investment advisory agency accounts, managed assets | $160,000 | 379 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $73,391,000 | 254 |
| Personal trust and agency accounts, non-managed assets | $21,300,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,544,000 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $25,009,000 | 126 |
| Corporate trust and agency accounts, non-managed assets | $24,538,000 | 92 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,443,000 | 352 |
| 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 | $253,632,000 | 363 |
| Managed Assets ($) | $154,476,000 | 380 |
| Personal trust and agency accounts, managed assets | $66,785,000 | 372 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,600,000 | 286 |
| Employee benefit-defined benefit accounts, managed assets | $2,791,000 | 291 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 797 |
| Corporate trust and agency accounts, managed assets | $71,300,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 911 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $99,156,000 | 261 |
| Personal trust and agency accounts, non-managed assets | $46,541,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,411,000 | 499 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,000 | 288 |
| Other retirement accounts, non-managed assets | $25,584,000 | 136 |
| Corporate trust and agency accounts, non-managed assets | $24,615,000 | 113 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,640,000 | 611 |
| 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 | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Personal trust and agency accounts, managed assets | $0 | 411 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 338 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 243 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 421 |
| Personal trust and agency accounts, non-managed assets | $0 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 334 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $0 | 327 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 404 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Personal trust and agency accounts, managed assets | $0 | 418 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 338 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 372 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 429 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 343 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $0 | 338 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 409 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Personal trust and agency accounts, managed assets | $0 | 426 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 344 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 363 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 380 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 436 |
| Personal trust and agency accounts, non-managed assets | $0 | 363 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 347 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 416 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $69,860,000 | 679 |
| Managed Assets ($) | $39,147,000 | 723 |
| Personal trust and agency accounts, managed assets | $23,488,000 | 650 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,561,000 | 300 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 448 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 809 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $2,098,000 | 809 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,713,000 | 427 |
| Personal trust and agency accounts, non-managed assets | $4,567,000 | 415 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,085,000 | 530 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $19,388,000 | 170 |
| Corporate trust and agency accounts, non-managed assets | $4,673,000 | 193 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,077,000 | 731 |
| 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 | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Personal trust and agency accounts, managed assets | $0 | 432 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 347 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 256 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 364 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 445 |
| Personal trust and agency accounts, non-managed assets | $0 | 370 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 350 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $0 | 350 |
| Corporate trust and agency accounts, non-managed assets | $0 | 201 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 430 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Personal trust and agency accounts, managed assets | $0 | 436 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 353 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 387 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 447 |
| Personal trust and agency accounts, non-managed assets | $0 | 377 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $0 | 349 |
| Corporate trust and agency accounts, non-managed assets | $0 | 205 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 431 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Personal trust and agency accounts, managed assets | $0 | 450 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 360 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 261 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 376 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 391 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 458 |
| Personal trust and agency accounts, non-managed assets | $0 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 359 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $0 | 354 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 442 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $63,965,000 | 700 |
| Managed Assets ($) | $35,186,000 | 753 |
| Personal trust and agency accounts, managed assets | $19,377,000 | 711 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,793,000 | 302 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 476 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 820 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $2,016,000 | 808 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,779,000 | 448 |
| Personal trust and agency accounts, non-managed assets | $2,759,000 | 494 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,240,000 | 419 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $17,439,000 | 177 |
| Corporate trust and agency accounts, non-managed assets | $3,341,000 | 221 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,383,000 | 621 |
| 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 | $72,206,000 | 636 |
| Managed Assets ($) | $40,933,000 | 686 |
| Personal trust and agency accounts, managed assets | $23,985,000 | 633 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,933,000 | 282 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 769 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $1,015,000 | 774 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $31,273,000 | 415 |
| Personal trust and agency accounts, non-managed assets | $1,645,000 | 559 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,631,000 | 369 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $19,891,000 | 160 |
| Corporate trust and agency accounts, non-managed assets | $3,106,000 | 226 |
| 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 | $1,250,000 | 819 |
| 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 |