Home > Lake City Bank > Total Fiduciary and Related Assets
Lake City Bank, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,046,266,000 | 180 |
| Managed Assets ($) | $1,624,170,000 | 160 |
| Personal trust and agency accounts, managed assets | $1,302,448,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,174,000 | 230 |
| Employee benefit-defined benefit accounts, managed assets | $16,606,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $157,104,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 612 |
| Foundation and endowment trust and agency accounts, managed assets | $139,838,000 | 115 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $157,104,000 | 145 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $422,096,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $77,371,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $260,560,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,893,000 | 97 |
| Other retirement accounts, non-managed assets | $12,382,000 | 220 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 392 |
| Foundation and endowment trust and agency accounts, non-managed assets | $63,890,000 | 44 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $677,122,000 | 118 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,382,000 | 240 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,915,537,000 | 178 |
| Managed Assets ($) | $1,522,849,000 | 162 |
| Personal trust and agency accounts, managed assets | $1,225,109,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,553,000 | 176 |
| Employee benefit-defined benefit accounts, managed assets | $15,536,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $146,487,000 | 140 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 333 |
| Foundation and endowment trust and agency accounts, managed assets | $128,164,000 | 115 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $146,487,000 | 136 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $392,688,000 | 155 |
| Personal trust and agency accounts, non-managed assets | $83,541,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $232,405,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,274,000 | 90 |
| Other retirement accounts, non-managed assets | $10,208,000 | 162 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Foundation and endowment trust and agency accounts, non-managed assets | $59,260,000 | 43 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $681,013,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,208,000 | 176 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,982,828,000 | 174 |
| Managed Assets ($) | $1,527,945,000 | 160 |
| Personal trust and agency accounts, managed assets | $1,222,749,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,800,000 | 200 |
| Employee benefit-defined benefit accounts, managed assets | $16,036,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $147,771,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 399 |
| Foundation and endowment trust and agency accounts, managed assets | $133,589,000 | 112 |
| Other fiduciary accounts, managed assets | $0 | 152 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $147,771,000 | 142 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $454,883,000 | 149 |
| Personal trust and agency accounts, non-managed assets | $139,717,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $238,005,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,488,000 | 94 |
| Other retirement accounts, non-managed assets | $10,521,000 | 186 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 288 |
| Foundation and endowment trust and agency accounts, non-managed assets | $59,152,000 | 41 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $548,129,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,521,000 | 201 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,952,726,000 | 182 |
| Managed Assets ($) | $1,508,634,000 | 164 |
| Personal trust and agency accounts, managed assets | $1,210,010,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,599,000 | 171 |
| Employee benefit-defined benefit accounts, managed assets | $15,823,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $145,772,000 | 150 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 341 |
| Foundation and endowment trust and agency accounts, managed assets | $129,430,000 | 116 |
| Other fiduciary accounts, managed assets | $0 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $145,772,000 | 141 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $444,092,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $134,839,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $232,057,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,243,000 | 94 |
| Other retirement accounts, non-managed assets | $10,250,000 | 161 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $59,703,000 | 43 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $490,394,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,250,000 | 180 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,877,737,000 | 184 |
| Managed Assets ($) | $1,448,436,000 | 165 |
| Personal trust and agency accounts, managed assets | $1,158,029,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,387,000 | 232 |
| Employee benefit-defined benefit accounts, managed assets | $14,740,000 | 138 |
| Other employee benefit and retirement-related accounts, managed assets | $140,838,000 | 152 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 644 |
| Foundation and endowment trust and agency accounts, managed assets | $127,442,000 | 119 |
| Other fiduciary accounts, managed assets | $0 | 208 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $140,838,000 | 144 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $429,301,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $131,277,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $222,696,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,959,000 | 103 |
| Other retirement accounts, non-managed assets | $9,028,000 | 245 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, non-managed assets | $59,341,000 | 41 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $447,406,000 | 149 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,028,000 | 289 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,762,435,000 | 184 |
| Managed Assets ($) | $1,343,500,000 | 169 |
| Personal trust and agency accounts, managed assets | $1,070,871,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,947,000 | 184 |
| Employee benefit-defined benefit accounts, managed assets | $14,067,000 | 129 |
| Other employee benefit and retirement-related accounts, managed assets | $134,815,000 | 151 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, managed assets | $116,800,000 | 120 |
| Other fiduciary accounts, managed assets | $0 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $134,815,000 | 143 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $418,935,000 | 156 |
| Personal trust and agency accounts, non-managed assets | $134,151,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $214,341,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,562,000 | 96 |
| Other retirement accounts, non-managed assets | $9,250,000 | 175 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $54,631,000 | 43 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $370,487,000 | 148 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,250,000 | 189 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,820,897,000 | 150 |
| Managed Assets ($) | $1,389,224,000 | 142 |
| Personal trust and agency accounts, managed assets | $1,105,514,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,272,000 | 198 |
| Employee benefit-defined benefit accounts, managed assets | $14,750,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $136,837,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 397 |
| Foundation and endowment trust and agency accounts, managed assets | $124,851,000 | 103 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $136,837,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $431,673,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $137,217,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $222,341,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,885,000 | 90 |
| Other retirement accounts, non-managed assets | $9,318,000 | 185 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 229 |
| Foundation and endowment trust and agency accounts, non-managed assets | $55,912,000 | 36 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $365,323,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,318,000 | 205 |
| 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 | $2,045,423,000 | 151 |
| Managed Assets ($) | $1,554,310,000 | 142 |
| Personal trust and agency accounts, managed assets | $1,239,333,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,307,000 | 181 |
| Employee benefit-defined benefit accounts, managed assets | $16,486,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $144,408,000 | 149 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 329 |
| Foundation and endowment trust and agency accounts, managed assets | $145,776,000 | 101 |
| Other fiduciary accounts, managed assets | $0 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $144,408,000 | 144 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $491,113,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $153,208,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $250,940,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,743,000 | 87 |
| Other retirement accounts, non-managed assets | $15,508,000 | 136 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $63,714,000 | 34 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $335,572,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,508,000 | 154 |
| 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 | $2,113,478,000 | 153 |
| Managed Assets ($) | $1,600,618,000 | 143 |
| Personal trust and agency accounts, managed assets | $1,261,016,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,816,000 | 227 |
| Employee benefit-defined benefit accounts, managed assets | $17,672,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $156,050,000 | 149 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 624 |
| Foundation and endowment trust and agency accounts, managed assets | $157,064,000 | 97 |
| Other fiduciary accounts, managed assets | $0 | 216 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $156,050,000 | 142 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $512,860,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $155,842,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $267,079,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,023,000 | 101 |
| Other retirement accounts, non-managed assets | $15,504,000 | 186 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $66,412,000 | 33 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $383,691,000 | 141 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,504,000 | 225 |
| 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 | $2,072,028,000 | 153 |
| Managed Assets ($) | $1,536,693,000 | 145 |
| Personal trust and agency accounts, managed assets | $1,221,730,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,534,000 | 180 |
| Employee benefit-defined benefit accounts, managed assets | $16,710,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $152,008,000 | 149 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 312 |
| Foundation and endowment trust and agency accounts, managed assets | $137,711,000 | 100 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $152,008,000 | 143 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $535,335,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $149,719,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $270,848,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,918,000 | 94 |
| Other retirement accounts, non-managed assets | $10,989,000 | 159 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $95,861,000 | 28 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $411,151,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,492,000 | 182 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,986,667,000 | 156 |
| Managed Assets ($) | $1,479,217,000 | 150 |
| Personal trust and agency accounts, managed assets | $1,160,995,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,634,000 | 201 |
| Employee benefit-defined benefit accounts, managed assets | $16,875,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $151,126,000 | 152 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 375 |
| Foundation and endowment trust and agency accounts, managed assets | $141,587,000 | 100 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $151,126,000 | 147 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $507,450,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $135,865,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $273,643,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,961,000 | 100 |
| Other retirement accounts, non-managed assets | $12,550,000 | 164 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $77,431,000 | 31 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $422,348,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,076,000 | 211 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,941,796,000 | 154 |
| Managed Assets ($) | $1,474,277,000 | 144 |
| Personal trust and agency accounts, managed assets | $1,162,676,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,219,000 | 189 |
| Employee benefit-defined benefit accounts, managed assets | $16,323,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $146,162,000 | 151 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 315 |
| Foundation and endowment trust and agency accounts, managed assets | $140,897,000 | 99 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $146,162,000 | 146 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $467,519,000 | 131 |
| Personal trust and agency accounts, non-managed assets | $106,929,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $264,887,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,543,000 | 91 |
| Other retirement accounts, non-managed assets | $12,671,000 | 147 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $75,489,000 | 31 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $356,668,000 | 125 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,546,000 | 173 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,824,003,000 | 159 |
| Managed Assets ($) | $1,395,134,000 | 149 |
| Personal trust and agency accounts, managed assets | $1,094,600,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,050,000 | 242 |
| Employee benefit-defined benefit accounts, managed assets | $16,099,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $139,844,000 | 152 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 638 |
| Foundation and endowment trust and agency accounts, managed assets | $136,541,000 | 96 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $139,844,000 | 147 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $428,869,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $78,883,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $259,949,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,354,000 | 105 |
| Other retirement accounts, non-managed assets | $12,550,000 | 208 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 352 |
| Foundation and endowment trust and agency accounts, non-managed assets | $70,133,000 | 33 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $393,141,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,520,000 | 264 |
| 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 | $1,717,211,000 | 154 |
| Managed Assets ($) | $1,301,166,000 | 144 |
| Personal trust and agency accounts, managed assets | $1,031,704,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,405,000 | 188 |
| Employee benefit-defined benefit accounts, managed assets | $14,421,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $130,081,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 318 |
| Foundation and endowment trust and agency accounts, managed assets | $117,555,000 | 99 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $130,081,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $416,045,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $97,464,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $235,259,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,811,000 | 95 |
| Other retirement accounts, non-managed assets | $12,412,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 192 |
| Foundation and endowment trust and agency accounts, non-managed assets | $64,099,000 | 33 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $334,736,000 | 127 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,494,000 | 174 |
| 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 | $1,655,486,000 | 155 |
| Managed Assets ($) | $1,255,435,000 | 148 |
| Personal trust and agency accounts, managed assets | $999,958,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,136,000 | 207 |
| Employee benefit-defined benefit accounts, managed assets | $13,770,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $122,309,000 | 151 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 373 |
| Foundation and endowment trust and agency accounts, managed assets | $112,262,000 | 101 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $122,309,000 | 143 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $400,051,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $95,255,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $223,774,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,408,000 | 100 |
| Other retirement accounts, non-managed assets | $11,970,000 | 164 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Foundation and endowment trust and agency accounts, non-managed assets | $62,644,000 | 35 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $364,155,000 | 124 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,092,000 | 198 |
| 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 | $1,520,414,000 | 153 |
| Managed Assets ($) | $1,157,783,000 | 147 |
| Personal trust and agency accounts, managed assets | $916,155,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,986,000 | 191 |
| Employee benefit-defined benefit accounts, managed assets | $12,138,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $109,013,000 | 146 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 320 |
| Foundation and endowment trust and agency accounts, managed assets | $114,491,000 | 92 |
| Other fiduciary accounts, managed assets | $0 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $109,013,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $362,631,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $94,420,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $194,999,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,544,000 | 96 |
| Other retirement accounts, non-managed assets | $10,988,000 | 151 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $56,680,000 | 37 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $379,890,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,257,000 | 183 |
| 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 | $1,692,014,000 | 155 |
| Managed Assets ($) | $1,262,825,000 | 153 |
| Personal trust and agency accounts, managed assets | $1,033,098,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,262,000 | 249 |
| Employee benefit-defined benefit accounts, managed assets | $13,573,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $124,262,000 | 152 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 653 |
| Foundation and endowment trust and agency accounts, managed assets | $84,630,000 | 126 |
| Other fiduciary accounts, managed assets | $0 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $124,262,000 | 145 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $429,189,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $133,828,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $232,587,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,437,000 | 108 |
| Other retirement accounts, non-managed assets | $13,184,000 | 199 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 361 |
| Foundation and endowment trust and agency accounts, non-managed assets | $43,153,000 | 46 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $363,551,000 | 141 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,326,000 | 250 |
| 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 | $1,644,423,000 | 155 |
| Managed Assets ($) | $1,202,440,000 | 153 |
| Personal trust and agency accounts, managed assets | $982,735,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,757,000 | 191 |
| Employee benefit-defined benefit accounts, managed assets | $12,990,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $118,472,000 | 150 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 326 |
| Foundation and endowment trust and agency accounts, managed assets | $80,486,000 | 122 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $118,472,000 | 142 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $441,983,000 | 131 |
| Personal trust and agency accounts, non-managed assets | $125,523,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $256,262,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,104,000 | 101 |
| Other retirement accounts, non-managed assets | $13,478,000 | 152 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,616,000 | 45 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $338,861,000 | 133 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,673,000 | 172 |
| 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 | $1,654,536,000 | 153 |
| Managed Assets ($) | $1,221,631,000 | 150 |
| Personal trust and agency accounts, managed assets | $1,002,016,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,826,000 | 200 |
| Employee benefit-defined benefit accounts, managed assets | $13,012,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $116,794,000 | 149 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 363 |
| Foundation and endowment trust and agency accounts, managed assets | $81,983,000 | 118 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $116,794,000 | 141 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $432,905,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $121,027,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $252,530,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,072,000 | 104 |
| Other retirement accounts, non-managed assets | $13,456,000 | 156 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $39,820,000 | 46 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $339,788,000 | 134 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,659,000 | 182 |
| 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 | $1,602,068,000 | 156 |
| Managed Assets ($) | $1,166,565,000 | 152 |
| Personal trust and agency accounts, managed assets | $956,535,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,497,000 | 201 |
| Employee benefit-defined benefit accounts, managed assets | $8,416,000 | 150 |
| Other employee benefit and retirement-related accounts, managed assets | $113,186,000 | 150 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, managed assets | $80,931,000 | 117 |
| Other fiduciary accounts, managed assets | $0 | 130 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $113,186,000 | 144 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $435,503,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $132,077,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $242,681,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,199,000 | 101 |
| Other retirement accounts, non-managed assets | $13,216,000 | 157 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $37,330,000 | 47 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $343,423,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,436,000 | 182 |
| 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 | $1,519,322,000 | 155 |
| Managed Assets ($) | $1,115,710,000 | 149 |
| Personal trust and agency accounts, managed assets | $919,431,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,902,000 | 246 |
| Employee benefit-defined benefit accounts, managed assets | $7,920,000 | 173 |
| Other employee benefit and retirement-related accounts, managed assets | $106,870,000 | 146 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 669 |
| Foundation and endowment trust and agency accounts, managed assets | $74,587,000 | 116 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $106,870,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $403,612,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $127,121,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $220,023,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,400,000 | 109 |
| Other retirement accounts, non-managed assets | $12,953,000 | 197 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, non-managed assets | $34,115,000 | 50 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $309,002,000 | 144 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,265,000 | 242 |
| 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 | $1,550,347,000 | 157 |
| Managed Assets ($) | $1,121,572,000 | 152 |
| Personal trust and agency accounts, managed assets | $906,696,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,873,000 | 204 |
| Employee benefit-defined benefit accounts, managed assets | $8,435,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $116,593,000 | 146 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, managed assets | $81,975,000 | 114 |
| 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 | $116,593,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $428,775,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $124,524,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $243,191,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,224,000 | 102 |
| Other retirement accounts, non-managed assets | $13,895,000 | 153 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,941,000 | 48 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $307,195,000 | 137 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,118,000 | 178 |
| 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 | $1,498,534,000 | 160 |
| Managed Assets ($) | $1,078,413,000 | 152 |
| Personal trust and agency accounts, managed assets | $869,889,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,809,000 | 208 |
| Employee benefit-defined benefit accounts, managed assets | $8,245,000 | 151 |
| Other employee benefit and retirement-related accounts, managed assets | $112,771,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 372 |
| Foundation and endowment trust and agency accounts, managed assets | $79,699,000 | 115 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $112,771,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $420,121,000 | 140 |
| Personal trust and agency accounts, non-managed assets | $127,613,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $234,043,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,950,000 | 104 |
| Other retirement accounts, non-managed assets | $13,459,000 | 154 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,056,000 | 48 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $308,635,000 | 134 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,719,000 | 180 |
| 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 | $1,469,571,000 | 161 |
| Managed Assets ($) | $1,047,655,000 | 154 |
| Personal trust and agency accounts, managed assets | $839,852,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,815,000 | 210 |
| Employee benefit-defined benefit accounts, managed assets | $8,248,000 | 153 |
| Other employee benefit and retirement-related accounts, managed assets | $110,561,000 | 149 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 372 |
| Foundation and endowment trust and agency accounts, managed assets | $81,179,000 | 114 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $110,561,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $421,916,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $133,129,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $231,174,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,876,000 | 103 |
| Other retirement accounts, non-managed assets | $13,119,000 | 160 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $34,618,000 | 49 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $306,142,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,402,000 | 183 |
| 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 | $1,398,655,000 | 167 |
| Managed Assets ($) | $1,013,797,000 | 159 |
| Personal trust and agency accounts, managed assets | $794,791,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,649,000 | 257 |
| Employee benefit-defined benefit accounts, managed assets | $8,246,000 | 175 |
| Other employee benefit and retirement-related accounts, managed assets | $111,665,000 | 149 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 684 |
| Foundation and endowment trust and agency accounts, managed assets | $91,446,000 | 111 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $106,375,000 | 149 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $384,858,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $103,231,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $223,200,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,917,000 | 108 |
| Other retirement accounts, non-managed assets | $12,967,000 | 214 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,543,000 | 51 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $310,969,000 | 141 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,641,000 | 250 |
| 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 | $1,511,997,000 | 158 |
| Managed Assets ($) | $983,543,000 | 159 |
| Personal trust and agency accounts, managed assets | $771,525,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,606,000 | 212 |
| Employee benefit-defined benefit accounts, managed assets | $8,168,000 | 153 |
| Other employee benefit and retirement-related accounts, managed assets | $106,376,000 | 150 |
| Corporate trust and agency accounts, managed assets | $1,524,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 366 |
| Foundation and endowment trust and agency accounts, managed assets | $88,344,000 | 111 |
| 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 | $106,375,000 | 142 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $528,454,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $104,182,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $190,261,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,630,000 | 102 |
| Other retirement accounts, non-managed assets | $13,326,000 | 156 |
| Corporate trust and agency accounts, non-managed assets | $177,267,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,788,000 | 48 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $143,255,000 | 176 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,461,000 | 180 |
| 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 | $1,387,479,000 | 158 |
| Managed Assets ($) | $885,277,000 | 163 |
| Personal trust and agency accounts, managed assets | $693,466,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,995,000 | 213 |
| Employee benefit-defined benefit accounts, managed assets | $7,947,000 | 153 |
| Other employee benefit and retirement-related accounts, managed assets | $101,247,000 | 153 |
| Corporate trust and agency accounts, managed assets | $2,285,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, managed assets | $73,337,000 | 118 |
| 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 | $101,247,000 | 144 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $502,202,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $108,046,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $189,877,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,365,000 | 101 |
| Other retirement accounts, non-managed assets | $13,297,000 | 155 |
| Corporate trust and agency accounts, non-managed assets | $149,091,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $32,526,000 | 49 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $143,381,000 | 172 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,437,000 | 178 |
| 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 | $1,328,569,000 | 159 |
| Managed Assets ($) | $835,447,000 | 168 |
| Personal trust and agency accounts, managed assets | $644,487,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,068,000 | 215 |
| Employee benefit-defined benefit accounts, managed assets | $11,755,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $98,327,000 | 151 |
| Corporate trust and agency accounts, managed assets | $2,094,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 372 |
| Foundation and endowment trust and agency accounts, managed assets | $71,716,000 | 120 |
| 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 | $98,327,000 | 144 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $493,122,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $108,852,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $183,491,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,180,000 | 103 |
| Other retirement accounts, non-managed assets | $12,802,000 | 159 |
| Corporate trust and agency accounts, non-managed assets | $151,039,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $31,758,000 | 50 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $143,708,000 | 175 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,885,000 | 180 |
| 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 | $1,279,023,000 | 160 |
| Managed Assets ($) | $797,817,000 | 171 |
| Personal trust and agency accounts, managed assets | $616,635,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,628,000 | 270 |
| Employee benefit-defined benefit accounts, managed assets | $11,460,000 | 163 |
| Other employee benefit and retirement-related accounts, managed assets | $93,873,000 | 152 |
| Corporate trust and agency accounts, managed assets | $1,723,000 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 705 |
| Foundation and endowment trust and agency accounts, managed assets | $67,498,000 | 120 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $93,873,000 | 143 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $481,206,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $105,111,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $174,962,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,979,000 | 120 |
| Other retirement accounts, non-managed assets | $11,991,000 | 221 |
| Corporate trust and agency accounts, non-managed assets | $154,450,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $29,713,000 | 53 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $464,578,000 | 117 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,087,000 | 266 |
| 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 | $1,263,489,000 | 162 |
| Managed Assets ($) | $777,816,000 | 171 |
| Personal trust and agency accounts, managed assets | $604,494,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,545,000 | 218 |
| Employee benefit-defined benefit accounts, managed assets | $11,121,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $89,915,000 | 157 |
| Corporate trust and agency accounts, managed assets | $1,459,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 376 |
| Foundation and endowment trust and agency accounts, managed assets | $64,282,000 | 119 |
| 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 | $89,915,000 | 146 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $485,673,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $105,566,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $174,340,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,897,000 | 110 |
| Other retirement accounts, non-managed assets | $12,011,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $159,966,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,893,000 | 52 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $407,528,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,104,000 | 189 |
| 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 | $1,256,247,000 | 162 |
| Managed Assets ($) | $776,063,000 | 170 |
| Personal trust and agency accounts, managed assets | $607,690,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,897,000 | 217 |
| Employee benefit-defined benefit accounts, managed assets | $10,906,000 | 148 |
| Other employee benefit and retirement-related accounts, managed assets | $84,884,000 | 162 |
| Corporate trust and agency accounts, managed assets | $1,715,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 378 |
| Foundation and endowment trust and agency accounts, managed assets | $63,971,000 | 121 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $84,884,000 | 150 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $480,184,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $106,105,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $168,315,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,724,000 | 113 |
| Other retirement accounts, non-managed assets | $11,617,000 | 168 |
| Corporate trust and agency accounts, non-managed assets | $161,384,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,039,000 | 52 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $406,552,000 | 112 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,795,000 | 193 |
| 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 | $1,237,574,000 | 164 |
| Managed Assets ($) | $756,531,000 | 170 |
| Personal trust and agency accounts, managed assets | $590,298,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,728,000 | 215 |
| Employee benefit-defined benefit accounts, managed assets | $10,728,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $83,073,000 | 161 |
| Corporate trust and agency accounts, managed assets | $1,317,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 377 |
| Foundation and endowment trust and agency accounts, managed assets | $64,387,000 | 120 |
| 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 | $83,073,000 | 150 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $481,043,000 | 120 |
| Personal trust and agency accounts, non-managed assets | $107,747,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $165,295,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,653,000 | 111 |
| Other retirement accounts, non-managed assets | $11,285,000 | 169 |
| Corporate trust and agency accounts, non-managed assets | $164,224,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $27,839,000 | 51 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $409,990,000 | 109 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,548,000 | 194 |
| 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 | $1,245,689,000 | 162 |
| Managed Assets ($) | $777,020,000 | 167 |
| Personal trust and agency accounts, managed assets | $609,956,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,536,000 | 276 |
| Employee benefit-defined benefit accounts, managed assets | $10,556,000 | 172 |
| Other employee benefit and retirement-related accounts, managed assets | $82,960,000 | 157 |
| Corporate trust and agency accounts, managed assets | $1,098,000 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 725 |
| Foundation and endowment trust and agency accounts, managed assets | $65,914,000 | 121 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $82,960,000 | 147 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $468,669,000 | 117 |
| Personal trust and agency accounts, non-managed assets | $105,899,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $164,820,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,624,000 | 128 |
| Other retirement accounts, non-managed assets | $12,056,000 | 217 |
| Corporate trust and agency accounts, non-managed assets | $155,936,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,334,000 | 54 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $409,784,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,250,000 | 271 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,111,402,000 | 175 |
| Managed Assets ($) | $626,078,000 | 184 |
| Personal trust and agency accounts, managed assets | $477,726,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,156,000 | 226 |
| Employee benefit-defined benefit accounts, managed assets | $10,053,000 | 151 |
| Other employee benefit and retirement-related accounts, managed assets | $82,688,000 | 155 |
| Corporate trust and agency accounts, managed assets | $2,159,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 374 |
| Foundation and endowment trust and agency accounts, managed assets | $47,296,000 | 135 |
| 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 | $82,688,000 | 142 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $485,324,000 | 115 |
| Personal trust and agency accounts, non-managed assets | $103,488,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $203,372,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,509,000 | 114 |
| Other retirement accounts, non-managed assets | $11,808,000 | 160 |
| Corporate trust and agency accounts, non-managed assets | $138,603,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,544,000 | 54 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $145,740,000 | 177 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,052,000 | 185 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,125,618,000 | 175 |
| Managed Assets ($) | $630,653,000 | 194 |
| Personal trust and agency accounts, managed assets | $475,376,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,519,000 | 226 |
| Employee benefit-defined benefit accounts, managed assets | $10,597,000 | 151 |
| Other employee benefit and retirement-related accounts, managed assets | $86,849,000 | 156 |
| Corporate trust and agency accounts, managed assets | $1,873,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 377 |
| Foundation and endowment trust and agency accounts, managed assets | $49,439,000 | 139 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $86,849,000 | 144 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $494,965,000 | 121 |
| Personal trust and agency accounts, non-managed assets | $108,487,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $214,912,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,745,000 | 116 |
| Other retirement accounts, non-managed assets | $11,850,000 | 163 |
| Corporate trust and agency accounts, non-managed assets | $130,525,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,446,000 | 54 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $155,975,000 | 179 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,057,000 | 192 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,078,926,000 | 182 |
| Managed Assets ($) | $615,876,000 | 194 |
| Personal trust and agency accounts, managed assets | $460,643,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,441,000 | 227 |
| Employee benefit-defined benefit accounts, managed assets | $10,614,000 | 152 |
| Other employee benefit and retirement-related accounts, managed assets | $85,823,000 | 154 |
| Corporate trust and agency accounts, managed assets | $2,390,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 375 |
| Foundation and endowment trust and agency accounts, managed assets | $49,965,000 | 135 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $85,823,000 | 137 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $463,050,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $101,842,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $212,557,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,747,000 | 114 |
| Other retirement accounts, non-managed assets | $11,936,000 | 164 |
| Corporate trust and agency accounts, non-managed assets | $107,817,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,151,000 | 54 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $159,409,000 | 174 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,156,000 | 193 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,026,089,000 | 184 |
| Managed Assets ($) | $612,626,000 | 195 |
| Personal trust and agency accounts, managed assets | $458,075,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,251,000 | 289 |
| Employee benefit-defined benefit accounts, managed assets | $10,548,000 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $85,328,000 | 152 |
| Corporate trust and agency accounts, managed assets | $2,771,000 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 749 |
| Foundation and endowment trust and agency accounts, managed assets | $49,653,000 | 133 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $85,328,000 | 136 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $413,463,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $95,044,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $181,317,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,655,000 | 129 |
| Other retirement accounts, non-managed assets | $12,428,000 | 223 |
| Corporate trust and agency accounts, non-managed assets | $95,869,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,150,000 | 57 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $162,398,000 | 189 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,423,000 | 275 |
| 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 | $921,240,000 | 195 |
| Managed Assets ($) | $552,786,000 | 208 |
| Personal trust and agency accounts, managed assets | $405,587,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,162,000 | 230 |
| Employee benefit-defined benefit accounts, managed assets | $10,090,000 | 154 |
| Other employee benefit and retirement-related accounts, managed assets | $81,947,000 | 152 |
| Corporate trust and agency accounts, managed assets | $3,150,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 375 |
| Foundation and endowment trust and agency accounts, managed assets | $45,850,000 | 134 |
| 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 | $81,947,000 | 135 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $368,454,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $93,358,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $133,658,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,573,000 | 116 |
| Other retirement accounts, non-managed assets | $12,374,000 | 160 |
| Corporate trust and agency accounts, non-managed assets | $101,151,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,340,000 | 55 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $167,621,000 | 168 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,407,000 | 189 |
| 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 | $916,353,000 | 192 |
| Managed Assets ($) | $537,123,000 | 214 |
| Personal trust and agency accounts, managed assets | $386,292,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,051,000 | 243 |
| Employee benefit-defined benefit accounts, managed assets | $10,206,000 | 152 |
| Other employee benefit and retirement-related accounts, managed assets | $83,761,000 | 152 |
| Corporate trust and agency accounts, managed assets | $3,310,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 375 |
| Foundation and endowment trust and agency accounts, managed assets | $48,503,000 | 130 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $83,761,000 | 134 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $379,230,000 | 131 |
| Personal trust and agency accounts, non-managed assets | $99,061,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $137,449,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,623,000 | 115 |
| Other retirement accounts, non-managed assets | $12,475,000 | 157 |
| Corporate trust and agency accounts, non-managed assets | $102,111,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,511,000 | 54 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $166,204,000 | 165 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,553,000 | 191 |
| 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 | $916,135,000 | 186 |
| Managed Assets ($) | $532,674,000 | 209 |
| Personal trust and agency accounts, managed assets | $389,970,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,842,000 | 242 |
| Employee benefit-defined benefit accounts, managed assets | $9,906,000 | 152 |
| Other employee benefit and retirement-related accounts, managed assets | $82,344,000 | 154 |
| Corporate trust and agency accounts, managed assets | $2,740,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
| Foundation and endowment trust and agency accounts, managed assets | $42,872,000 | 140 |
| 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 | $82,344,000 | 136 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $383,461,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $111,608,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $135,948,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,495,000 | 117 |
| Other retirement accounts, non-managed assets | $11,793,000 | 162 |
| Corporate trust and agency accounts, non-managed assets | $97,088,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,529,000 | 54 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $168,824,000 | 165 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,437,000 | 189 |
| 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 | $890,905,000 | 189 |
| Managed Assets ($) | $522,758,000 | 211 |
| Personal trust and agency accounts, managed assets | $379,047,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,753,000 | 317 |
| Employee benefit-defined benefit accounts, managed assets | $10,862,000 | 167 |
| Other employee benefit and retirement-related accounts, managed assets | $82,353,000 | 154 |
| Corporate trust and agency accounts, managed assets | $2,875,000 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 760 |
| Foundation and endowment trust and agency accounts, managed assets | $42,868,000 | 141 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $82,353,000 | 137 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $368,147,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $112,971,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $127,685,000 | 110 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,412,000 | 134 |
| Other retirement accounts, non-managed assets | $11,927,000 | 228 |
| Corporate trust and agency accounts, non-managed assets | $91,462,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,690,000 | 56 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $165,283,000 | 178 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,299,000 | 283 |
| 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 | $858,177,000 | 186 |
| Managed Assets ($) | $492,594,000 | 216 |
| Personal trust and agency accounts, managed assets | $358,162,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,308,000 | 239 |
| Employee benefit-defined benefit accounts, managed assets | $10,094,000 | 150 |
| Other employee benefit and retirement-related accounts, managed assets | $76,382,000 | 149 |
| Corporate trust and agency accounts, managed assets | $3,374,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 358 |
| Foundation and endowment trust and agency accounts, managed assets | $40,274,000 | 135 |
| 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 | $76,381,000 | 135 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $365,583,000 | 126 |
| Personal trust and agency accounts, non-managed assets | $110,429,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $124,659,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,240,000 | 112 |
| Other retirement accounts, non-managed assets | $15,723,000 | 138 |
| Corporate trust and agency accounts, non-managed assets | $92,349,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,183,000 | 55 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $163,051,000 | 167 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,134,000 | 161 |
| 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 | $822,224,000 | 184 |
| Managed Assets ($) | $482,985,000 | 211 |
| Personal trust and agency accounts, managed assets | $354,229,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,138,000 | 240 |
| Employee benefit-defined benefit accounts, managed assets | $9,705,000 | 148 |
| Other employee benefit and retirement-related accounts, managed assets | $71,905,000 | 149 |
| Corporate trust and agency accounts, managed assets | $2,752,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 360 |
| Foundation and endowment trust and agency accounts, managed assets | $40,256,000 | 133 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $71,905,000 | 134 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $339,239,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $112,183,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $117,607,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,089,000 | 113 |
| Other retirement accounts, non-managed assets | $12,740,000 | 158 |
| Corporate trust and agency accounts, non-managed assets | $76,677,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,943,000 | 57 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $164,754,000 | 161 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,191,000 | 185 |
| 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 | $977,845,000 | 167 |
| Managed Assets ($) | $486,330,000 | 211 |
| Personal trust and agency accounts, managed assets | $357,525,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,062,000 | 236 |
| Employee benefit-defined benefit accounts, managed assets | $9,732,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $72,439,000 | 149 |
| Corporate trust and agency accounts, managed assets | $2,194,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 363 |
| Foundation and endowment trust and agency accounts, managed assets | $40,378,000 | 135 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $72,439,000 | 133 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $491,515,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $264,024,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $112,800,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,071,000 | 114 |
| Other retirement accounts, non-managed assets | $12,863,000 | 155 |
| Corporate trust and agency accounts, non-managed assets | $82,054,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,703,000 | 57 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,085,000 | 280 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,326,000 | 183 |
| 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 | $972,396,000 | 160 |
| Managed Assets ($) | $476,358,000 | 204 |
| Personal trust and agency accounts, managed assets | $343,395,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,894,000 | 331 |
| Employee benefit-defined benefit accounts, managed assets | $9,450,000 | 173 |
| Other employee benefit and retirement-related accounts, managed assets | $67,315,000 | 155 |
| Corporate trust and agency accounts, managed assets | $15,476,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 771 |
| Foundation and endowment trust and agency accounts, managed assets | $36,828,000 | 142 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $67,315,000 | 136 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $496,038,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $274,692,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $108,089,000 | 115 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,905,000 | 141 |
| Other retirement accounts, non-managed assets | $13,037,000 | 202 |
| Corporate trust and agency accounts, non-managed assets | $81,937,000 | 55 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,378,000 | 61 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,781,000 | 388 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,529,000 | 257 |
| 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 | $939,345,000 | 161 |
| Managed Assets ($) | $468,130,000 | 205 |
| Personal trust and agency accounts, managed assets | $339,890,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,857,000 | 238 |
| Employee benefit-defined benefit accounts, managed assets | $9,097,000 | 152 |
| Other employee benefit and retirement-related accounts, managed assets | $68,887,000 | 147 |
| Corporate trust and agency accounts, managed assets | $9,928,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 344 |
| Foundation and endowment trust and agency accounts, managed assets | $36,471,000 | 137 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $68,887,000 | 127 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $471,215,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $264,943,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $107,618,000 | 111 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,861,000 | 115 |
| Other retirement accounts, non-managed assets | $13,200,000 | 144 |
| Corporate trust and agency accounts, non-managed assets | $67,761,000 | 55 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,832,000 | 60 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,616,000 | 276 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,644,000 | 168 |
| 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 | $941,998,000 | 158 |
| Managed Assets ($) | $467,752,000 | 197 |
| Personal trust and agency accounts, managed assets | $330,302,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,803,000 | 240 |
| Employee benefit-defined benefit accounts, managed assets | $8,687,000 | 155 |
| Other employee benefit and retirement-related accounts, managed assets | $66,681,000 | 146 |
| Corporate trust and agency accounts, managed assets | $23,435,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 348 |
| Foundation and endowment trust and agency accounts, managed assets | $34,844,000 | 133 |
| 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 | $66,681,000 | 129 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $474,246,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $275,928,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $98,455,000 | 115 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,739,000 | 114 |
| Other retirement accounts, non-managed assets | $12,125,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $71,357,000 | 55 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,642,000 | 60 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,748,000 | 280 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,604,000 | 175 |
| 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 | $925,236,000 | 158 |
| Managed Assets ($) | $463,496,000 | 204 |
| Personal trust and agency accounts, managed assets | $336,076,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,000,000 | 239 |
| Employee benefit-defined benefit accounts, managed assets | $9,018,000 | 155 |
| Other employee benefit and retirement-related accounts, managed assets | $66,225,000 | 148 |
| Corporate trust and agency accounts, managed assets | $12,328,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 346 |
| Foundation and endowment trust and agency accounts, managed assets | $35,849,000 | 135 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $66,225,000 | 130 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $461,740,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $265,383,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $97,252,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,819,000 | 115 |
| Other retirement accounts, non-managed assets | $11,765,000 | 150 |
| Corporate trust and agency accounts, non-managed assets | $70,922,000 | 55 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,599,000 | 58 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,614,000 | 287 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,242,000 | 184 |
| 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 | $913,047,000 | 157 |
| Managed Assets ($) | $453,640,000 | 202 |
| Personal trust and agency accounts, managed assets | $324,461,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,822,000 | 338 |
| Employee benefit-defined benefit accounts, managed assets | $8,686,000 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $61,364,000 | 145 |
| Corporate trust and agency accounts, managed assets | $22,703,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 786 |
| Foundation and endowment trust and agency accounts, managed assets | $32,604,000 | 140 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $61,364,000 | 130 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $459,407,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $252,138,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $90,631,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,611,000 | 141 |
| Other retirement accounts, non-managed assets | $11,703,000 | 202 |
| Corporate trust and agency accounts, non-managed assets | $89,789,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,535,000 | 62 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,651,000 | 416 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,232,000 | 266 |
| 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 | $860,843,000 | 161 |
| Managed Assets ($) | $416,312,000 | 208 |
| Personal trust and agency accounts, managed assets | $297,480,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,721,000 | 235 |
| Employee benefit-defined benefit accounts, managed assets | $8,023,000 | 157 |
| Other employee benefit and retirement-related accounts, managed assets | $56,802,000 | 151 |
| Corporate trust and agency accounts, managed assets | $13,349,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 358 |
| Foundation and endowment trust and agency accounts, managed assets | $36,937,000 | 121 |
| 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 | $56,802,000 | 134 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $444,531,000 | 107 |
| Personal trust and agency accounts, non-managed assets | $254,925,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $85,516,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,463,000 | 118 |
| Other retirement accounts, non-managed assets | $11,897,000 | 139 |
| Corporate trust and agency accounts, non-managed assets | $78,412,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,318,000 | 59 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,283,000 | 293 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,463,000 | 169 |
| 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 | $907,309,000 | 161 |
| Managed Assets ($) | $441,193,000 | 204 |
| Personal trust and agency accounts, managed assets | $304,741,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,185,000 | 241 |
| Employee benefit-defined benefit accounts, managed assets | $8,749,000 | 159 |
| Other employee benefit and retirement-related accounts, managed assets | $56,264,000 | 161 |
| Corporate trust and agency accounts, managed assets | $26,446,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 362 |
| Foundation and endowment trust and agency accounts, managed assets | $40,808,000 | 115 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $56,264,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $466,116,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $271,179,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $96,124,000 | 116 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,770,000 | 118 |
| Other retirement accounts, non-managed assets | $15,479,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $68,137,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,427,000 | 60 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,097,000 | 292 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,943,000 | 142 |
| 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 | $868,349,000 | 166 |
| Managed Assets ($) | $420,127,000 | 216 |
| Personal trust and agency accounts, managed assets | $291,134,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,239,000 | 240 |
| Employee benefit-defined benefit accounts, managed assets | $8,533,000 | 158 |
| Other employee benefit and retirement-related accounts, managed assets | $56,272,000 | 158 |
| Corporate trust and agency accounts, managed assets | $19,156,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 368 |
| Foundation and endowment trust and agency accounts, managed assets | $40,793,000 | 111 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $56,272,000 | 130 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $448,222,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $271,570,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $96,109,000 | 118 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,773,000 | 118 |
| Other retirement accounts, non-managed assets | $15,549,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $51,132,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,089,000 | 63 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,098,000 | 303 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,027,000 | 142 |
| 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 | $838,962,000 | 170 |
| Managed Assets ($) | $418,126,000 | 206 |
| Personal trust and agency accounts, managed assets | $279,947,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,083,000 | 354 |
| Employee benefit-defined benefit accounts, managed assets | $8,421,000 | 185 |
| Other employee benefit and retirement-related accounts, managed assets | $54,347,000 | 159 |
| Corporate trust and agency accounts, managed assets | $46,026,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 825 |
| Foundation and endowment trust and agency accounts, managed assets | $25,302,000 | 165 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $54,347,000 | 131 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $420,836,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $261,548,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $86,181,000 | 124 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,677,000 | 150 |
| Other retirement accounts, non-managed assets | $15,200,000 | 177 |
| Corporate trust and agency accounts, non-managed assets | $44,326,000 | 72 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,904,000 | 73 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,822,000 | 467 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,574,000 | 213 |
| 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 | $782,842,000 | 178 |
| Managed Assets ($) | $370,470,000 | 222 |
| Personal trust and agency accounts, managed assets | $275,655,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,021,000 | 242 |
| Employee benefit-defined benefit accounts, managed assets | $7,815,000 | 160 |
| Other employee benefit and retirement-related accounts, managed assets | $46,271,000 | 170 |
| Corporate trust and agency accounts, managed assets | $12,191,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 354 |
| Foundation and endowment trust and agency accounts, managed assets | $24,517,000 | 149 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $46,271,000 | 143 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $412,372,000 | 116 |
| Personal trust and agency accounts, non-managed assets | $256,140,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $86,273,000 | 120 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,519,000 | 126 |
| Other retirement accounts, non-managed assets | $14,294,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $43,427,000 | 63 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,719,000 | 65 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,840,000 | 302 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,852,000 | 139 |
| 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 | $822,883,000 | 163 |
| Managed Assets ($) | $369,706,000 | 215 |
| Personal trust and agency accounts, managed assets | $263,387,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,782,000 | 240 |
| Employee benefit-defined benefit accounts, managed assets | $7,299,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $47,567,000 | 159 |
| Corporate trust and agency accounts, managed assets | $24,116,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, managed assets | $23,555,000 | 146 |
| 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 | $47,567,000 | 131 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $453,177,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $277,344,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $79,230,000 | 120 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,326,000 | 132 |
| Other retirement accounts, non-managed assets | $13,459,000 | 135 |
| Corporate trust and agency accounts, non-managed assets | $71,033,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,785,000 | 63 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,796,000 | 303 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,057,000 | 143 |
| 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 | $864,950,000 | 165 |
| Managed Assets ($) | $388,566,000 | 213 |
| Personal trust and agency accounts, managed assets | $288,016,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,990,000 | 244 |
| Employee benefit-defined benefit accounts, managed assets | $7,570,000 | 160 |
| Other employee benefit and retirement-related accounts, managed assets | $47,833,000 | 166 |
| Corporate trust and agency accounts, managed assets | $16,604,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 359 |
| Foundation and endowment trust and agency accounts, managed assets | $24,553,000 | 143 |
| 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 | $47,833,000 | 136 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $476,384,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $287,401,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $86,824,000 | 119 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,475,000 | 128 |
| Other retirement accounts, non-managed assets | $13,481,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $77,400,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,803,000 | 74 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,018,000 | 306 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,064,000 | 141 |
| 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 | $913,721,000 | 160 |
| Managed Assets ($) | $417,655,000 | 202 |
| Personal trust and agency accounts, managed assets | $308,760,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,774,000 | 363 |
| Employee benefit-defined benefit accounts, managed assets | $7,493,000 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $46,210,000 | 165 |
| Corporate trust and agency accounts, managed assets | $27,362,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 835 |
| Foundation and endowment trust and agency accounts, managed assets | $24,056,000 | 145 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $46,210,000 | 135 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $496,066,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $289,363,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $88,241,000 | 118 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,383,000 | 157 |
| Other retirement accounts, non-managed assets | $13,517,000 | 186 |
| Corporate trust and agency accounts, non-managed assets | $94,634,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,928,000 | 80 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,336,000 | 488 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,517,000 | 233 |
| 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 | $888,443,000 | 165 |
| Managed Assets ($) | $383,946,000 | 217 |
| Personal trust and agency accounts, managed assets | $170,696,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,041,000 | 269 |
| Employee benefit-defined benefit accounts, managed assets | $5,910,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $49,914,000 | 150 |
| Corporate trust and agency accounts, managed assets | $26,771,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $129,614,000 | 216 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $504,497,000 | 116 |
| Personal trust and agency accounts, non-managed assets | $292,547,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $81,274,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,903,000 | 119 |
| Other retirement accounts, non-managed assets | $11,490,000 | 148 |
| Corporate trust and agency accounts, non-managed assets | $114,283,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,782,000 | 302 |
| 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 | $880,262,000 | 164 |
| Managed Assets ($) | $378,956,000 | 210 |
| Personal trust and agency accounts, managed assets | $163,689,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $934,000 | 283 |
| Employee benefit-defined benefit accounts, managed assets | $5,397,000 | 170 |
| Other employee benefit and retirement-related accounts, managed assets | $44,868,000 | 158 |
| Corporate trust and agency accounts, managed assets | $41,777,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $122,291,000 | 214 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $501,306,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $279,359,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $72,654,000 | 121 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,389,000 | 123 |
| Other retirement accounts, non-managed assets | $11,069,000 | 153 |
| Corporate trust and agency accounts, non-managed assets | $133,835,000 | 60 |
| 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 | $14,456,000 | 306 |
| 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 | $818,320,000 | 168 |
| Managed Assets ($) | $380,213,000 | 205 |
| Personal trust and agency accounts, managed assets | $158,722,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $839,000 | 284 |
| Employee benefit-defined benefit accounts, managed assets | $5,069,000 | 168 |
| Other employee benefit and retirement-related accounts, managed assets | $38,278,000 | 163 |
| Corporate trust and agency accounts, managed assets | $62,209,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $115,096,000 | 221 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $438,107,000 | 115 |
| Personal trust and agency accounts, non-managed assets | $267,782,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $67,072,000 | 122 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,063,000 | 122 |
| Other retirement accounts, non-managed assets | $9,762,000 | 158 |
| Corporate trust and agency accounts, non-managed assets | $89,428,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,393,000 | 290 |
| 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 | $872,444,000 | 168 |
| Managed Assets ($) | $438,227,000 | 186 |
| Personal trust and agency accounts, managed assets | $154,796,000 | 199 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $881,000 | 529 |
| Employee benefit-defined benefit accounts, managed assets | $5,337,000 | 215 |
| Other employee benefit and retirement-related accounts, managed assets | $40,099,000 | 166 |
| Corporate trust and agency accounts, managed assets | $118,977,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $118,137,000 | 230 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $434,217,000 | 122 |
| Personal trust and agency accounts, non-managed assets | $295,521,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $69,136,000 | 125 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,924,000 | 145 |
| Other retirement accounts, non-managed assets | $10,240,000 | 245 |
| Corporate trust and agency accounts, non-managed assets | $54,396,000 | 76 |
| 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 | $49,740,000 | 324 |
| 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 | $944,682,000 | 171 |
| Managed Assets ($) | $444,196,000 | 199 |
| Personal trust and agency accounts, managed assets | $170,189,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,037,000 | 297 |
| Employee benefit-defined benefit accounts, managed assets | $5,722,000 | 170 |
| Other employee benefit and retirement-related accounts, managed assets | $43,313,000 | 170 |
| Corporate trust and agency accounts, managed assets | $84,383,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $139,552,000 | 214 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $500,486,000 | 122 |
| Personal trust and agency accounts, non-managed assets | $356,991,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $71,657,000 | 126 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,140,000 | 126 |
| Other retirement accounts, non-managed assets | $11,038,000 | 175 |
| Corporate trust and agency accounts, non-managed assets | $55,660,000 | 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 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,861,000 | 334 |
| 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 | $975,470,000 | 178 |
| Managed Assets ($) | $462,565,000 | 203 |
| Personal trust and agency accounts, managed assets | $170,022,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,122,000 | 301 |
| Employee benefit-defined benefit accounts, managed assets | $5,939,000 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $45,665,000 | 171 |
| Corporate trust and agency accounts, managed assets | $97,457,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $142,360,000 | 216 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $512,905,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $350,201,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $79,763,000 | 131 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,611,000 | 135 |
| Other retirement accounts, non-managed assets | $11,194,000 | 174 |
| Corporate trust and agency accounts, non-managed assets | $67,136,000 | 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 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 400 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $908,760,000 | 185 |
| Managed Assets ($) | $421,124,000 | 221 |
| Personal trust and agency accounts, managed assets | $184,654,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,095,000 | 304 |
| Employee benefit-defined benefit accounts, managed assets | $6,070,000 | 175 |
| Other employee benefit and retirement-related accounts, managed assets | $41,901,000 | 177 |
| Corporate trust and agency accounts, managed assets | $36,344,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $151,060,000 | 216 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $487,636,000 | 131 |
| Personal trust and agency accounts, non-managed assets | $344,634,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $80,612,000 | 132 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,150,000 | 137 |
| Other retirement accounts, non-managed assets | $11,987,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $45,253,000 | 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 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 407 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $897,726,000 | 187 |
| Managed Assets ($) | $396,659,000 | 227 |
| Personal trust and agency accounts, managed assets | $188,442,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,143,000 | 555 |
| Employee benefit-defined benefit accounts, managed assets | $9,047,000 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $39,509,000 | 182 |
| Corporate trust and agency accounts, managed assets | $20,036,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $138,482,000 | 229 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $501,067,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $351,486,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $83,040,000 | 136 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,940,000 | 163 |
| Other retirement accounts, non-managed assets | $12,203,000 | 231 |
| Corporate trust and agency accounts, non-managed assets | $49,398,000 | 79 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 908 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| 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 | $921,489,000 | 184 |
| Managed Assets ($) | $421,092,000 | 222 |
| Personal trust and agency accounts, managed assets | $203,667,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,167,000 | 296 |
| Employee benefit-defined benefit accounts, managed assets | $8,893,000 | 160 |
| Other employee benefit and retirement-related accounts, managed assets | $38,212,000 | 186 |
| Corporate trust and agency accounts, managed assets | $19,908,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $149,245,000 | 217 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $500,397,000 | 126 |
| Personal trust and agency accounts, non-managed assets | $348,964,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $87,205,000 | 124 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,173,000 | 137 |
| Other retirement accounts, non-managed assets | $11,917,000 | 160 |
| Corporate trust and agency accounts, non-managed assets | $47,138,000 | 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 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 392 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| 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 | $891,523,000 | 195 |
| Managed Assets ($) | $376,594,000 | 242 |
| Personal trust and agency accounts, managed assets | $186,055,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,143,000 | 301 |
| Employee benefit-defined benefit accounts, managed assets | $8,660,000 | 165 |
| Other employee benefit and retirement-related accounts, managed assets | $30,456,000 | 205 |
| Corporate trust and agency accounts, managed assets | $19,854,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $130,426,000 | 228 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $514,929,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $353,305,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $85,934,000 | 137 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,117,000 | 141 |
| Other retirement accounts, non-managed assets | $17,697,000 | 140 |
| Corporate trust and agency accounts, non-managed assets | $52,876,000 | 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 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 401 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,006,485,000 | 185 |
| Managed Assets ($) | $376,288,000 | 231 |
| Personal trust and agency accounts, managed assets | $182,338,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,407,000 | 245 |
| Employee benefit-defined benefit accounts, managed assets | $8,922,000 | 168 |
| Other employee benefit and retirement-related accounts, managed assets | $28,193,000 | 206 |
| Corporate trust and agency accounts, managed assets | $21,704,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $127,724,000 | 231 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $630,197,000 | 126 |
| Personal trust and agency accounts, non-managed assets | $351,162,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $197,989,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,434,000 | 142 |
| Other retirement accounts, non-managed assets | $24,307,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $52,305,000 | 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 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 401 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| 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 | $953,321,000 | 187 |
| Managed Assets ($) | $374,236,000 | 233 |
| Personal trust and agency accounts, managed assets | $183,735,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,351,000 | 331 |
| Employee benefit-defined benefit accounts, managed assets | $8,886,000 | 204 |
| Other employee benefit and retirement-related accounts, managed assets | $27,223,000 | 213 |
| Corporate trust and agency accounts, managed assets | $24,073,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $121,968,000 | 240 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $579,085,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $302,817,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $189,814,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,550,000 | 170 |
| Other retirement accounts, non-managed assets | $23,580,000 | 144 |
| Corporate trust and agency accounts, non-managed assets | $58,324,000 | 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 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 947 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| 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 | $895,115,000 | 195 |
| Managed Assets ($) | $350,016,000 | 247 |
| Personal trust and agency accounts, managed assets | $171,342,000 | 214 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,205,000 | 280 |
| Employee benefit-defined benefit accounts, managed assets | $5,991,000 | 181 |
| Other employee benefit and retirement-related accounts, managed assets | $25,713,000 | 208 |
| Corporate trust and agency accounts, managed assets | $28,849,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $115,916,000 | 233 |
| 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 | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $545,099,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $292,571,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $167,676,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,548,000 | 141 |
| Other retirement accounts, non-managed assets | $20,174,000 | 136 |
| Corporate trust and agency accounts, non-managed assets | $58,130,000 | 73 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 388 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| 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 | $882,522,000 | 202 |
| Managed Assets ($) | $365,397,000 | 241 |
| Personal trust and agency accounts, managed assets | $166,118,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,195,000 | 242 |
| Employee benefit-defined benefit accounts, managed assets | $5,711,000 | 187 |
| Other employee benefit and retirement-related accounts, managed assets | $23,726,000 | 215 |
| Corporate trust and agency accounts, managed assets | $51,183,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $110,464,000 | 237 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $517,125,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $287,964,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $157,727,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,415,000 | 151 |
| Other retirement accounts, non-managed assets | $19,790,000 | 141 |
| Corporate trust and agency accounts, non-managed assets | $45,229,000 | 79 |
| 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 | $0 | 395 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| 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 | $859,134,000 | 206 |
| Managed Assets ($) | $322,992,000 | 252 |
| Personal trust and agency accounts, managed assets | $153,361,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,560,000 | 248 |
| Employee benefit-defined benefit accounts, managed assets | $7,907,000 | 175 |
| Other employee benefit and retirement-related accounts, managed assets | $21,244,000 | 225 |
| Corporate trust and agency accounts, managed assets | $21,698,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $110,222,000 | 234 |
| 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 | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $536,142,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $296,864,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $170,108,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,103,000 | 151 |
| Other retirement accounts, non-managed assets | $21,442,000 | 138 |
| Corporate trust and agency accounts, non-managed assets | $43,625,000 | 79 |
| 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 | $0 | 405 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| 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 | $818,773,000 | 210 |
| Managed Assets ($) | $282,703,000 | 279 |
| Personal trust and agency accounts, managed assets | $124,824,000 | 265 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,446,000 | 346 |
| Employee benefit-defined benefit accounts, managed assets | $7,144,000 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $15,891,000 | 291 |
| Corporate trust and agency accounts, managed assets | $25,044,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $101,354,000 | 252 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $536,070,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $292,336,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $171,767,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,684,000 | 178 |
| Other retirement accounts, non-managed assets | $20,561,000 | 162 |
| Corporate trust and agency accounts, non-managed assets | $47,722,000 | 85 |
| 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 | $0 | 966 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| 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 | $739,634,000 | 216 |
| Managed Assets ($) | $270,131,000 | 278 |
| Personal trust and agency accounts, managed assets | $127,465,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,368,000 | 240 |
| Employee benefit-defined benefit accounts, managed assets | $7,174,000 | 181 |
| Other employee benefit and retirement-related accounts, managed assets | $16,442,000 | 234 |
| Corporate trust and agency accounts, managed assets | $12,776,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $97,906,000 | 240 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $469,503,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $274,466,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $156,735,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,670,000 | 150 |
| Other retirement accounts, non-managed assets | $19,722,000 | 137 |
| Corporate trust and agency accounts, non-managed assets | $14,910,000 | 98 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 396 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $723,614,000 | 218 |
| Managed Assets ($) | $267,283,000 | 276 |
| Personal trust and agency accounts, managed assets | $126,029,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,481,000 | 249 |
| Employee benefit-defined benefit accounts, managed assets | $7,098,000 | 182 |
| Other employee benefit and retirement-related accounts, managed assets | $16,986,000 | 233 |
| Corporate trust and agency accounts, managed assets | $14,926,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $93,763,000 | 253 |
| 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 | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $456,331,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $267,349,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $154,314,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,511,000 | 147 |
| Other retirement accounts, non-managed assets | $19,759,000 | 137 |
| Corporate trust and agency accounts, non-managed assets | $11,398,000 | 105 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 414 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| 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 | $721,437,000 | 220 |
| Managed Assets ($) | $261,575,000 | 280 |
| Personal trust and agency accounts, managed assets | $125,063,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,275,000 | 253 |
| Employee benefit-defined benefit accounts, managed assets | $6,664,000 | 187 |
| Other employee benefit and retirement-related accounts, managed assets | $17,173,000 | 239 |
| Corporate trust and agency accounts, managed assets | $10,719,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $93,681,000 | 247 |
| 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 | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $459,862,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $275,521,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $158,891,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,400,000 | 159 |
| Other retirement accounts, non-managed assets | $19,634,000 | 137 |
| Corporate trust and agency accounts, non-managed assets | $4,416,000 | 123 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 414 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
| 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 | $780,813,000 | 212 |
| Managed Assets ($) | $286,388,000 | 267 |
| Personal trust and agency accounts, managed assets | $145,565,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,376,000 | 361 |
| Employee benefit-defined benefit accounts, managed assets | $6,251,000 | 229 |
| Other employee benefit and retirement-related accounts, managed assets | $16,698,000 | 266 |
| Corporate trust and agency accounts, managed assets | $17,012,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $92,486,000 | 263 |
| 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 | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $494,425,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $260,071,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $205,428,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,372,000 | 218 |
| Other retirement accounts, non-managed assets | $21,374,000 | 155 |
| Corporate trust and agency accounts, non-managed assets | $6,180,000 | 159 |
| 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 | $0 | 996 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| 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 | $737,558,000 | 212 |
| Managed Assets ($) | $276,534,000 | 263 |
| Personal trust and agency accounts, managed assets | $229,265,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,134,000 | 253 |
| Employee benefit-defined benefit accounts, managed assets | $8,192,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $14,939,000 | 239 |
| Corporate trust and agency accounts, managed assets | $16,004,000 | 43 |
| 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 | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $461,024,000 | 146 |
| Personal trust and agency accounts, non-managed assets | $247,322,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $189,463,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,165,000 | 166 |
| Other retirement accounts, non-managed assets | $21,742,000 | 131 |
| Corporate trust and agency accounts, non-managed assets | $1,332,000 | 146 |
| 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 | $0 | 16 |
| 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 | $765,497,000 | 205 |
| Managed Assets ($) | $287,312,000 | 254 |
| Personal trust and agency accounts, managed assets | $235,777,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,086,000 | 248 |
| Employee benefit-defined benefit accounts, managed assets | $8,035,000 | 180 |
| Other employee benefit and retirement-related accounts, managed assets | $15,144,000 | 237 |
| Corporate trust and agency accounts, managed assets | $19,270,000 | 40 |
| 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 | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $478,185,000 | 144 |
| Personal trust and agency accounts, non-managed assets | $255,798,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $183,003,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,079,000 | 172 |
| Other retirement accounts, non-managed assets | $21,138,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $17,167,000 | 97 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 409 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| 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 | $728,969,000 | 211 |
| Managed Assets ($) | $277,482,000 | 261 |
| Personal trust and agency accounts, managed assets | $227,942,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,161,000 | 256 |
| Employee benefit-defined benefit accounts, managed assets | $8,012,000 | 181 |
| Other employee benefit and retirement-related accounts, managed assets | $13,791,000 | 248 |
| Corporate trust and agency accounts, managed assets | $18,576,000 | 41 |
| 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 | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $451,487,000 | 144 |
| Personal trust and agency accounts, non-managed assets | $256,169,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $159,920,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,077,000 | 176 |
| Other retirement accounts, non-managed assets | $19,533,000 | 133 |
| Corporate trust and agency accounts, non-managed assets | $14,788,000 | 105 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 416 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| 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 | $721,157,000 | 217 |
| Managed Assets ($) | $271,454,000 | 267 |
| Personal trust and agency accounts, managed assets | $215,153,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,968,000 | 341 |
| Employee benefit-defined benefit accounts, managed assets | $8,832,000 | 200 |
| Other employee benefit and retirement-related accounts, managed assets | $13,871,000 | 281 |
| Corporate trust and agency accounts, managed assets | $23,630,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 932 |
| 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 | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $449,703,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $257,070,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $153,328,000 | 110 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,642,000 | 221 |
| Other retirement accounts, non-managed assets | $18,534,000 | 175 |
| Corporate trust and agency accounts, non-managed assets | $19,129,000 | 131 |
| 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 | $0 | 1,022 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| 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 | $621,300,000 | 237 |
| Managed Assets ($) | $195,610,000 | 316 |
| Personal trust and agency accounts, managed assets | $155,483,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,204,000 | 283 |
| Employee benefit-defined benefit accounts, managed assets | $7,371,000 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $4,150,000 | 319 |
| Corporate trust and agency accounts, managed assets | $22,402,000 | 41 |
| 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 | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $425,690,000 | 156 |
| Personal trust and agency accounts, non-managed assets | $253,973,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $144,445,000 | 116 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,562,000 | 182 |
| Other retirement accounts, non-managed assets | $17,353,000 | 153 |
| Corporate trust and agency accounts, non-managed assets | $8,357,000 | 131 |
| 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 | $0 | 16 |
| 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 | $613,093,000 | 242 |
| Managed Assets ($) | $195,774,000 | 319 |
| Personal trust and agency accounts, managed assets | $149,212,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,087,000 | 287 |
| Employee benefit-defined benefit accounts, managed assets | $7,636,000 | 186 |
| Other employee benefit and retirement-related accounts, managed assets | $3,821,000 | 322 |
| Corporate trust and agency accounts, managed assets | $29,018,000 | 42 |
| 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 | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $417,319,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $245,674,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $138,401,000 | 111 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,304,000 | 181 |
| Other retirement accounts, non-managed assets | $16,041,000 | 159 |
| Corporate trust and agency accounts, non-managed assets | $15,899,000 | 117 |
| 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 | $0 | 16 |
| 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 | $580,152,000 | 247 |
| Managed Assets ($) | $194,945,000 | 322 |
| Personal trust and agency accounts, managed assets | $150,390,000 | 238 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,958,000 | 291 |
| Employee benefit-defined benefit accounts, managed assets | $7,343,000 | 194 |
| Other employee benefit and retirement-related accounts, managed assets | $4,739,000 | 321 |
| Corporate trust and agency accounts, managed assets | $26,515,000 | 45 |
| 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 | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $385,207,000 | 163 |
| Personal trust and agency accounts, non-managed assets | $222,101,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $137,802,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,085,000 | 187 |
| Other retirement accounts, non-managed assets | $14,681,000 | 162 |
| Corporate trust and agency accounts, non-managed assets | $9,538,000 | 136 |
| 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 | $0 | 16 |
| 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 | $583,829,000 | 245 |
| Managed Assets ($) | $188,234,000 | 344 |
| Personal trust and agency accounts, managed assets | $139,358,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,877,000 | 428 |
| Employee benefit-defined benefit accounts, managed assets | $7,446,000 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $3,797,000 | 510 |
| Corporate trust and agency accounts, managed assets | $31,756,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 941 |
| 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 | $0 | 17 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $395,595,000 | 165 |
| Personal trust and agency accounts, non-managed assets | $234,642,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $129,881,000 | 118 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,222,000 | 230 |
| Other retirement accounts, non-managed assets | $15,338,000 | 191 |
| Corporate trust and agency accounts, non-managed assets | $14,512,000 | 143 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 1,046 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| 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 | $790,934,000 | 195 |
| Managed Assets ($) | $188,587,000 | 338 |
| Personal trust and agency accounts, managed assets | $138,307,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 814 |
| Employee benefit-defined benefit accounts, managed assets | $8,226,000 | 210 |
| Other employee benefit and retirement-related accounts, managed assets | $8,566,000 | 346 |
| Corporate trust and agency accounts, managed assets | $33,488,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 857 |
| 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 | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $602,347,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $391,732,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $164,164,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $826,000 | 230 |
| Other retirement accounts, non-managed assets | $16,809,000 | 173 |
| Corporate trust and agency accounts, non-managed assets | $28,816,000 | 139 |
| 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 | $0 | 969 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| 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 |