Home > Mechanics Bank > Total Fiduciary and Related Assets
Mechanics 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 | $1,920,422,000 | 185 |
| Managed Assets ($) | $1,531,880,000 | 167 |
| Personal trust and agency accounts, managed assets | $622,262,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $188,063,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $58,550,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $93,988,000 | 212 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $543,611,000 | 159 |
| Foundation and endowment trust and agency accounts, managed assets | $24,470,000 | 255 |
| Other fiduciary accounts, managed assets | $936,000 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $93,988,000 | 208 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $388,542,000 | 169 |
| Personal trust and agency accounts, non-managed assets | $27,000 | 596 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $385,320,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $3,195,000 | 390 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 392 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 245 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $389,891,000 | 146 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,195,000 | 426 |
| 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 | $1,754,817,000 | 185 |
| Managed Assets ($) | $1,408,181,000 | 169 |
| Personal trust and agency accounts, managed assets | $567,702,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $174,459,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $57,454,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $87,128,000 | 199 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $491,328,000 | 158 |
| Foundation and endowment trust and agency accounts, managed assets | $30,110,000 | 199 |
| 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 | $87,128,000 | 192 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $346,636,000 | 165 |
| Personal trust and agency accounts, non-managed assets | $24,000 | 303 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $343,758,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $2,854,000 | 240 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 192 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $391,093,000 | 137 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,854,000 | 246 |
| 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 | $1,787,581,000 | 181 |
| Managed Assets ($) | $1,443,740,000 | 165 |
| Personal trust and agency accounts, managed assets | $574,535,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $188,328,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $60,008,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $87,859,000 | 209 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $508,353,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | $24,657,000 | 235 |
| 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 | $87,859,000 | 200 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $343,841,000 | 166 |
| Personal trust and agency accounts, non-managed assets | $0 | 364 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $340,698,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $3,143,000 | 270 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 288 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $390,046,000 | 142 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,143,000 | 290 |
| 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 | $1,766,477,000 | 189 |
| Managed Assets ($) | $1,394,104,000 | 175 |
| Personal trust and agency accounts, managed assets | $559,071,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $185,939,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $58,059,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $80,697,000 | 209 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $486,224,000 | 164 |
| Foundation and endowment trust and agency accounts, managed assets | $24,114,000 | 217 |
| 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 | $80,697,000 | 200 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $372,373,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $0 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $371,428,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $945,000 | 275 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $385,710,000 | 147 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $945,000 | 290 |
| 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 | $1,708,701,000 | 190 |
| Managed Assets ($) | $1,347,212,000 | 177 |
| Personal trust and agency accounts, managed assets | $546,877,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $171,293,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $56,059,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $77,273,000 | 226 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $472,585,000 | 160 |
| Foundation and endowment trust and agency accounts, managed assets | $23,125,000 | 261 |
| 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 | $77,273,000 | 216 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $361,489,000 | 167 |
| Personal trust and agency accounts, non-managed assets | $0 | 641 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $359,402,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $2,087,000 | 419 |
| 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 | $0 | 205 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $385,487,000 | 159 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,087,000 | 482 |
| 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 | $1,643,357,000 | 188 |
| Managed Assets ($) | $1,300,696,000 | 171 |
| Personal trust and agency accounts, managed assets | $535,658,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $160,600,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $53,437,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $72,968,000 | 218 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $456,312,000 | 157 |
| Foundation and endowment trust and agency accounts, managed assets | $21,721,000 | 225 |
| 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 | $72,968,000 | 209 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $342,661,000 | 166 |
| Personal trust and agency accounts, non-managed assets | $0 | 308 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $340,598,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $2,063,000 | 257 |
| 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 | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $381,640,000 | 144 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,063,000 | 277 |
| 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 | $1,702,972,000 | 156 |
| Managed Assets ($) | $1,366,066,000 | 144 |
| Personal trust and agency accounts, managed assets | $552,067,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $169,032,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $56,805,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $80,452,000 | 205 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $484,877,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | $22,833,000 | 232 |
| 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 | $80,452,000 | 197 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $336,906,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $0 | 335 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $335,162,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $1,744,000 | 290 |
| 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 | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $362,350,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,744,000 | 319 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,882,276,000 | 159 |
| Managed Assets ($) | $1,503,889,000 | 145 |
| Personal trust and agency accounts, managed assets | $594,291,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $190,861,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $65,261,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $89,966,000 | 201 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $537,888,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | $25,622,000 | 209 |
| 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 | $89,966,000 | 194 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $378,387,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $0 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $376,618,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $1,769,000 | 256 |
| 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 | $0 | 136 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $377,407,000 | 125 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,769,000 | 275 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,913,075,000 | 166 |
| Managed Assets ($) | $1,588,456,000 | 145 |
| Personal trust and agency accounts, managed assets | $622,475,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $197,595,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $68,690,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $96,145,000 | 206 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $576,019,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | $27,523,000 | 239 |
| Other fiduciary accounts, managed assets | $9,000 | 198 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $96,144,000 | 198 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $324,619,000 | 160 |
| Personal trust and agency accounts, non-managed assets | $0 | 617 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $322,805,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
| Other retirement accounts, non-managed assets | $1,814,000 | 455 |
| 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 | $0 | 184 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $491,674,000 | 128 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,184,000 | 548 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,836,895,000 | 166 |
| Managed Assets ($) | $1,534,711,000 | 147 |
| Personal trust and agency accounts, managed assets | $597,392,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $190,657,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $64,863,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $93,473,000 | 200 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $556,512,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | $31,814,000 | 196 |
| 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 | $93,473,000 | 192 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $302,184,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $0 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $300,308,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
| Other retirement accounts, non-managed assets | $1,876,000 | 249 |
| 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 | $0 | 131 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $229,426,000 | 152 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,876,000 | 270 |
| 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 | $1,835,750,000 | 165 |
| Managed Assets ($) | $1,535,823,000 | 144 |
| Personal trust and agency accounts, managed assets | $589,895,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $192,709,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $65,536,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $92,999,000 | 210 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $562,652,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | $32,032,000 | 218 |
| 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 | $92,999,000 | 202 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $299,927,000 | 163 |
| Personal trust and agency accounts, non-managed assets | $0 | 318 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $298,230,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $1,697,000 | 289 |
| 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 | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $224,628,000 | 158 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,697,000 | 318 |
| 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 | $1,791,032,000 | 162 |
| Managed Assets ($) | $1,487,955,000 | 143 |
| Personal trust and agency accounts, managed assets | $568,685,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $177,740,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $62,387,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $87,975,000 | 204 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $559,072,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | $32,096,000 | 195 |
| 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 | $87,975,000 | 197 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $303,077,000 | 156 |
| Personal trust and agency accounts, non-managed assets | $3,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $301,395,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $1,679,000 | 250 |
| 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 | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $227,308,000 | 151 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,679,000 | 275 |
| 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 | $1,711,441,000 | 166 |
| Managed Assets ($) | $1,440,162,000 | 144 |
| Personal trust and agency accounts, managed assets | $532,973,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $170,172,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $61,251,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $87,255,000 | 213 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $554,780,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | $33,731,000 | 216 |
| 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 | $87,255,000 | 205 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $271,279,000 | 170 |
| Personal trust and agency accounts, non-managed assets | $3,000 | 629 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $269,309,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 148 |
| Other retirement accounts, non-managed assets | $1,967,000 | 435 |
| 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 | $0 | 194 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $214,403,000 | 167 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,967,000 | 501 |
| 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 | $1,552,431,000 | 164 |
| Managed Assets ($) | $1,297,648,000 | 145 |
| Personal trust and agency accounts, managed assets | $451,454,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $155,997,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $58,892,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $81,271,000 | 201 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $517,963,000 | 137 |
| Foundation and endowment trust and agency accounts, managed assets | $32,070,000 | 185 |
| Other fiduciary accounts, managed assets | $1,000 | 97 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $81,271,000 | 192 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $254,783,000 | 163 |
| Personal trust and agency accounts, non-managed assets | $3,000 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $253,077,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 122 |
| Other retirement accounts, non-managed assets | $1,703,000 | 253 |
| 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 | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $165,840,000 | 163 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,703,000 | 275 |
| 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 | $1,508,804,000 | 164 |
| Managed Assets ($) | $1,259,195,000 | 147 |
| Personal trust and agency accounts, managed assets | $455,820,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $145,066,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $56,072,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $78,432,000 | 204 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $493,157,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | $30,647,000 | 200 |
| Other fiduciary accounts, managed assets | $1,000 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $78,432,000 | 197 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $249,609,000 | 166 |
| Personal trust and agency accounts, non-managed assets | $3,000 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $248,425,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $1,181,000 | 294 |
| 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 | $0 | 147 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $169,399,000 | 170 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,181,000 | 320 |
| 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 | $1,362,462,000 | 165 |
| Managed Assets ($) | $1,146,295,000 | 148 |
| Personal trust and agency accounts, managed assets | $430,168,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $126,756,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $49,754,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $70,570,000 | 198 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $440,235,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | $28,811,000 | 177 |
| Other fiduciary accounts, managed assets | $1,000 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $70,570,000 | 190 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $216,167,000 | 166 |
| Personal trust and agency accounts, non-managed assets | $3,000 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $212,524,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $1,153,000 | 260 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $2,487,000 | 137 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $128,928,000 | 172 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,153,000 | 284 |
| 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 | $1,529,692,000 | 167 |
| Managed Assets ($) | $1,316,845,000 | 145 |
| Personal trust and agency accounts, managed assets | $517,901,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $137,047,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $56,670,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $82,133,000 | 207 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $488,063,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | $35,028,000 | 198 |
| Other fiduciary accounts, managed assets | $3,000 | 207 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $82,133,000 | 198 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $212,847,000 | 177 |
| Personal trust and agency accounts, non-managed assets | $3,000 | 649 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $209,503,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $1,261,000 | 487 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $2,080,000 | 226 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $189,133,000 | 178 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,261,000 | 554 |
| 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 | $1,457,396,000 | 170 |
| Managed Assets ($) | $1,260,922,000 | 147 |
| Personal trust and agency accounts, managed assets | $532,185,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $88,848,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $54,565,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $80,115,000 | 199 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $470,733,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | $34,475,000 | 177 |
| Other fiduciary accounts, managed assets | $1,000 | 107 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $80,115,000 | 192 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $196,474,000 | 176 |
| Personal trust and agency accounts, non-managed assets | $3,000 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $194,992,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 124 |
| Other retirement accounts, non-managed assets | $1,476,000 | 261 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $3,000 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $181,120,000 | 160 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,476,000 | 280 |
| 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 | $1,096,313,000 | 196 |
| Managed Assets ($) | $902,112,000 | 172 |
| Personal trust and agency accounts, managed assets | $449,285,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $82,749,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $54,899,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $54,502,000 | 238 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $254,487,000 | 191 |
| Foundation and endowment trust and agency accounts, managed assets | $6,189,000 | 262 |
| Other fiduciary accounts, managed assets | $1,000 | 118 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $54,502,000 | 231 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $194,201,000 | 178 |
| Personal trust and agency accounts, non-managed assets | $8,000 | 303 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $192,730,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000 | 129 |
| Other retirement accounts, non-managed assets | $1,462,000 | 281 |
| 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 | $0 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $140,530,000 | 184 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,462,000 | 308 |
| 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 | $1,101,030,000 | 194 |
| Managed Assets ($) | $906,267,000 | 170 |
| Personal trust and agency accounts, managed assets | $463,414,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $79,510,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $54,362,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $53,211,000 | 234 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $249,666,000 | 189 |
| Foundation and endowment trust and agency accounts, managed assets | $6,103,000 | 265 |
| Other fiduciary accounts, managed assets | $1,000 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $53,211,000 | 227 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $194,763,000 | 174 |
| Personal trust and agency accounts, non-managed assets | $7,000 | 301 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $193,250,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000 | 132 |
| Other retirement accounts, non-managed assets | $1,505,000 | 284 |
| 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 | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $102,646,000 | 196 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,505,000 | 312 |
| 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 | $1,038,589,000 | 197 |
| Managed Assets ($) | $853,464,000 | 170 |
| Personal trust and agency accounts, managed assets | $446,135,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $70,643,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $50,728,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $49,607,000 | 240 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $230,640,000 | 189 |
| Foundation and endowment trust and agency accounts, managed assets | $5,709,000 | 338 |
| Other fiduciary accounts, managed assets | $2,000 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $49,607,000 | 230 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $185,125,000 | 180 |
| Personal trust and agency accounts, non-managed assets | $7,000 | 657 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $183,317,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $256,000 | 153 |
| Other retirement accounts, non-managed assets | $1,545,000 | 467 |
| 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 | $0 | 203 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $106,104,000 | 209 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,545,000 | 540 |
| 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 | $1,137,743,000 | 193 |
| Managed Assets ($) | $919,383,000 | 168 |
| Personal trust and agency accounts, managed assets | $477,321,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $78,677,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $56,513,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $54,006,000 | 233 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $246,739,000 | 190 |
| Foundation and endowment trust and agency accounts, managed assets | $6,126,000 | 265 |
| Other fiduciary accounts, managed assets | $1,000 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $54,006,000 | 222 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $218,360,000 | 172 |
| Personal trust and agency accounts, non-managed assets | $47,000 | 299 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $180,820,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,948,000 | 83 |
| Other retirement accounts, non-managed assets | $1,545,000 | 281 |
| 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 | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $74,231,000 | 209 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,545,000 | 312 |
| 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 | $1,102,287,000 | 194 |
| Managed Assets ($) | $884,917,000 | 167 |
| Personal trust and agency accounts, managed assets | $460,904,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,250,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $53,737,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $50,310,000 | 240 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $237,750,000 | 191 |
| Foundation and endowment trust and agency accounts, managed assets | $4,965,000 | 276 |
| Other fiduciary accounts, managed assets | $1,000 | 120 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $50,310,000 | 229 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $217,370,000 | 177 |
| Personal trust and agency accounts, non-managed assets | $46,000 | 301 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $180,291,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,502,000 | 85 |
| Other retirement accounts, non-managed assets | $1,531,000 | 281 |
| 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 | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $75,558,000 | 214 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,531,000 | 313 |
| 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 | $1,067,340,000 | 197 |
| Managed Assets ($) | $866,966,000 | 167 |
| Personal trust and agency accounts, managed assets | $453,170,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,591,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $53,755,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $48,912,000 | 242 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $231,629,000 | 192 |
| Foundation and endowment trust and agency accounts, managed assets | $4,907,000 | 274 |
| Other fiduciary accounts, managed assets | $2,000 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $48,912,000 | 229 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $200,374,000 | 182 |
| Personal trust and agency accounts, non-managed assets | $57,000 | 304 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $163,245,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,686,000 | 84 |
| Other retirement accounts, non-managed assets | $1,386,000 | 286 |
| 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 | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $73,194,000 | 218 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,386,000 | 316 |
| 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 | $1,088,496,000 | 197 |
| Managed Assets ($) | $887,429,000 | 167 |
| Personal trust and agency accounts, managed assets | $459,386,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,844,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $55,103,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $49,138,000 | 249 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $244,947,000 | 185 |
| Foundation and endowment trust and agency accounts, managed assets | $6,009,000 | 339 |
| Other fiduciary accounts, managed assets | $2,000 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $49,138,000 | 236 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $201,067,000 | 182 |
| Personal trust and agency accounts, non-managed assets | $57,000 | 645 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $163,182,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,377,000 | 87 |
| Other retirement accounts, non-managed assets | $1,451,000 | 490 |
| 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 | $0 | 204 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $72,167,000 | 249 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,451,000 | 554 |
| 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 | $1,077,919,000 | 193 |
| Managed Assets ($) | $878,125,000 | 168 |
| Personal trust and agency accounts, managed assets | $468,323,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,790,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $54,149,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $48,854,000 | 238 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $228,247,000 | 193 |
| Foundation and endowment trust and agency accounts, managed assets | $5,760,000 | 264 |
| Other fiduciary accounts, managed assets | $2,000 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $48,854,000 | 225 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $199,794,000 | 187 |
| Personal trust and agency accounts, non-managed assets | $57,000 | 304 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $162,209,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,080,000 | 84 |
| Other retirement accounts, non-managed assets | $1,448,000 | 278 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $72,045,000 | 220 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,448,000 | 309 |
| 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 | $996,351,000 | 198 |
| Managed Assets ($) | $801,223,000 | 169 |
| Personal trust and agency accounts, managed assets | $468,745,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,418,000 | 251 |
| Employee benefit-defined benefit accounts, managed assets | $53,648,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $48,104,000 | 239 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $221,615,000 | 190 |
| Foundation and endowment trust and agency accounts, managed assets | $5,757,000 | 263 |
| Other fiduciary accounts, managed assets | $936,000 | 90 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $48,104,000 | 225 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $195,128,000 | 186 |
| Personal trust and agency accounts, non-managed assets | $225,000 | 293 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $160,337,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $33,464,000 | 84 |
| Other retirement accounts, non-managed assets | $1,102,000 | 288 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $71,479,000 | 219 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,102,000 | 317 |
| 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 | $988,317,000 | 195 |
| Managed Assets ($) | $796,147,000 | 170 |
| Personal trust and agency accounts, managed assets | $473,297,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,383,000 | 254 |
| Employee benefit-defined benefit accounts, managed assets | $52,953,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $47,183,000 | 237 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $214,183,000 | 186 |
| Foundation and endowment trust and agency accounts, managed assets | $6,146,000 | 264 |
| Other fiduciary accounts, managed assets | $2,000 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $47,183,000 | 226 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $192,170,000 | 181 |
| Personal trust and agency accounts, non-managed assets | $272,000 | 296 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $157,596,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $33,214,000 | 85 |
| Other retirement accounts, non-managed assets | $1,088,000 | 289 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $71,218,000 | 215 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,088,000 | 319 |
| 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 | $991,347,000 | 191 |
| Managed Assets ($) | $799,786,000 | 170 |
| Personal trust and agency accounts, managed assets | $459,843,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,285,000 | 356 |
| Employee benefit-defined benefit accounts, managed assets | $51,569,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $46,571,000 | 233 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $233,121,000 | 178 |
| Foundation and endowment trust and agency accounts, managed assets | $6,396,000 | 328 |
| Other fiduciary accounts, managed assets | $1,000 | 205 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $46,571,000 | 219 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $191,561,000 | 176 |
| Personal trust and agency accounts, non-managed assets | $271,000 | 587 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $157,602,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,475,000 | 88 |
| Other retirement accounts, non-managed assets | $1,213,000 | 527 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $66,988,000 | 254 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,213,000 | 582 |
| 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 | $979,101,000 | 192 |
| Managed Assets ($) | $794,778,000 | 168 |
| Personal trust and agency accounts, managed assets | $447,270,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,244,000 | 256 |
| Employee benefit-defined benefit accounts, managed assets | $52,511,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $43,952,000 | 230 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $242,476,000 | 168 |
| Foundation and endowment trust and agency accounts, managed assets | $6,321,000 | 258 |
| Other fiduciary accounts, managed assets | $4,000 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $43,952,000 | 219 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $184,323,000 | 182 |
| Personal trust and agency accounts, non-managed assets | $322,000 | 303 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $149,868,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,646,000 | 85 |
| Other retirement accounts, non-managed assets | $1,487,000 | 290 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 153 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $67,464,000 | 218 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,487,000 | 314 |
| 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 | $975,208,000 | 191 |
| Managed Assets ($) | $797,163,000 | 165 |
| Personal trust and agency accounts, managed assets | $455,030,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,202,000 | 260 |
| Employee benefit-defined benefit accounts, managed assets | $45,558,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $43,711,000 | 231 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $244,303,000 | 167 |
| Foundation and endowment trust and agency accounts, managed assets | $6,354,000 | 256 |
| Other fiduciary accounts, managed assets | $5,000 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $43,711,000 | 222 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $178,045,000 | 185 |
| Personal trust and agency accounts, non-managed assets | $284,000 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $149,058,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,238,000 | 88 |
| Other retirement accounts, non-managed assets | $1,465,000 | 291 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $66,226,000 | 215 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,465,000 | 317 |
| 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 | $983,266,000 | 187 |
| Managed Assets ($) | $801,988,000 | 164 |
| Personal trust and agency accounts, managed assets | $452,901,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,162,000 | 262 |
| Employee benefit-defined benefit accounts, managed assets | $45,099,000 | 90 |
| Other employee benefit and retirement-related accounts, managed assets | $43,494,000 | 229 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $252,096,000 | 164 |
| Foundation and endowment trust and agency accounts, managed assets | $6,230,000 | 260 |
| Other fiduciary accounts, managed assets | $6,000 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $43,494,000 | 217 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $181,278,000 | 181 |
| Personal trust and agency accounts, non-managed assets | $253,000 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $153,111,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,659,000 | 87 |
| Other retirement accounts, non-managed assets | $1,255,000 | 294 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $66,142,000 | 218 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,255,000 | 321 |
| 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 | $994,907,000 | 187 |
| Managed Assets ($) | $811,154,000 | 162 |
| Personal trust and agency accounts, managed assets | $448,741,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,143,000 | 369 |
| Employee benefit-defined benefit accounts, managed assets | $44,782,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $41,204,000 | 240 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $265,410,000 | 159 |
| Foundation and endowment trust and agency accounts, managed assets | $6,100,000 | 341 |
| Other fiduciary accounts, managed assets | $2,774,000 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $41,204,000 | 224 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $183,753,000 | 178 |
| Personal trust and agency accounts, non-managed assets | $253,000 | 614 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $156,627,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,580,000 | 90 |
| Other retirement accounts, non-managed assets | $1,293,000 | 535 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $74,423,000 | 245 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,293,000 | 603 |
| 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 | $1,006,701,000 | 183 |
| Managed Assets ($) | $819,574,000 | 158 |
| Personal trust and agency accounts, managed assets | $446,707,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,053,000 | 264 |
| Employee benefit-defined benefit accounts, managed assets | $43,597,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $46,595,000 | 222 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $271,741,000 | 154 |
| Foundation and endowment trust and agency accounts, managed assets | $6,072,000 | 261 |
| Other fiduciary accounts, managed assets | $2,809,000 | 81 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $46,595,000 | 209 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $187,127,000 | 176 |
| Personal trust and agency accounts, non-managed assets | $264,000 | 301 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $159,996,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,437,000 | 90 |
| Other retirement accounts, non-managed assets | $1,430,000 | 283 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $71,202,000 | 218 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,430,000 | 313 |
| 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 | $1,104,310,000 | 178 |
| Managed Assets ($) | $915,701,000 | 156 |
| Personal trust and agency accounts, managed assets | $482,631,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,959,000 | 261 |
| Employee benefit-defined benefit accounts, managed assets | $46,447,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $51,497,000 | 216 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $324,590,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | $4,774,000 | 268 |
| Other fiduciary accounts, managed assets | $2,803,000 | 80 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $51,497,000 | 198 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $188,609,000 | 178 |
| Personal trust and agency accounts, non-managed assets | $290,000 | 303 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $160,135,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,697,000 | 92 |
| Other retirement accounts, non-managed assets | $1,487,000 | 282 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $72,375,000 | 225 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,487,000 | 313 |
| 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 | $1,114,165,000 | 176 |
| Managed Assets ($) | $922,089,000 | 155 |
| Personal trust and agency accounts, managed assets | $481,093,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,184,000 | 257 |
| Employee benefit-defined benefit accounts, managed assets | $47,252,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $55,746,000 | 213 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $314,011,000 | 151 |
| Foundation and endowment trust and agency accounts, managed assets | $18,016,000 | 211 |
| Other fiduciary accounts, managed assets | $2,787,000 | 79 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $55,746,000 | 191 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $192,076,000 | 179 |
| Personal trust and agency accounts, non-managed assets | $180,000 | 308 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $163,470,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,909,000 | 91 |
| Other retirement accounts, non-managed assets | $1,517,000 | 289 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $145,394,000 | 180 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,517,000 | 316 |
| 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 | $1,141,591,000 | 172 |
| Managed Assets ($) | $946,281,000 | 149 |
| Personal trust and agency accounts, managed assets | $454,666,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,587,000 | 345 |
| Employee benefit-defined benefit accounts, managed assets | $47,202,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $58,159,000 | 208 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $361,466,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | $18,438,000 | 225 |
| Other fiduciary accounts, managed assets | $2,763,000 | 107 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $58,159,000 | 187 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $195,310,000 | 176 |
| Personal trust and agency accounts, non-managed assets | $375,000 | 608 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $165,863,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,460,000 | 95 |
| Other retirement accounts, non-managed assets | $1,612,000 | 527 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $158,618,000 | 190 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,612,000 | 598 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,127,470,000 | 169 |
| Managed Assets ($) | $970,544,000 | 142 |
| Personal trust and agency accounts, managed assets | $461,286,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,473,000 | 254 |
| Employee benefit-defined benefit accounts, managed assets | $46,343,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $63,496,000 | 195 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $373,465,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | $19,719,000 | 199 |
| Other fiduciary accounts, managed assets | $2,762,000 | 75 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $63,496,000 | 171 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $156,926,000 | 189 |
| Personal trust and agency accounts, non-managed assets | $908,000 | 286 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $124,298,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,182,000 | 93 |
| Other retirement accounts, non-managed assets | $2,482,000 | 269 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,056,000 | 109 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $149,376,000 | 175 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,482,000 | 303 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,211,216,000 | 159 |
| Managed Assets ($) | $1,017,020,000 | 133 |
| Personal trust and agency accounts, managed assets | $438,912,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,807,000 | 237 |
| Employee benefit-defined benefit accounts, managed assets | $47,058,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $70,602,000 | 179 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $430,618,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | $21,233,000 | 195 |
| Other fiduciary accounts, managed assets | $2,790,000 | 70 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $70,602,000 | 157 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $194,196,000 | 175 |
| Personal trust and agency accounts, non-managed assets | $1,603,000 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $158,270,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,966,000 | 92 |
| Other retirement accounts, non-managed assets | $5,137,000 | 229 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,220,000 | 104 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $110,206,000 | 196 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,137,000 | 261 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,461,630,000 | 141 |
| Managed Assets ($) | $1,281,951,000 | 118 |
| Personal trust and agency accounts, managed assets | $424,975,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,559,000 | 212 |
| Employee benefit-defined benefit accounts, managed assets | $46,476,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $98,831,000 | 126 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $639,995,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $19,756,000 | 192 |
| Other fiduciary accounts, managed assets | $44,359,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $98,831,000 | 111 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $179,679,000 | 183 |
| Personal trust and agency accounts, non-managed assets | $1,528,000 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $145,411,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,489,000 | 95 |
| Other retirement accounts, non-managed assets | $5,128,000 | 227 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,123,000 | 104 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $185,937,000 | 158 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,128,000 | 261 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,440,674,000 | 143 |
| Managed Assets ($) | $1,248,069,000 | 121 |
| Personal trust and agency accounts, managed assets | $421,933,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,957,000 | 248 |
| Employee benefit-defined benefit accounts, managed assets | $45,914,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $97,684,000 | 128 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $609,533,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | $19,686,000 | 209 |
| Other fiduciary accounts, managed assets | $44,362,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $97,684,000 | 114 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $192,605,000 | 177 |
| Personal trust and agency accounts, non-managed assets | $1,508,000 | 482 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $158,267,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,400,000 | 94 |
| Other retirement accounts, non-managed assets | $5,208,000 | 365 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,222,000 | 119 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $132,130,000 | 195 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,208,000 | 431 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,338,088,000 | 140 |
| Managed Assets ($) | $1,160,236,000 | 119 |
| Personal trust and agency accounts, managed assets | $397,209,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,445,000 | 207 |
| Employee benefit-defined benefit accounts, managed assets | $43,195,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $94,988,000 | 124 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $581,718,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | $18,647,000 | 183 |
| Other fiduciary accounts, managed assets | $16,034,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $94,988,000 | 110 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $177,852,000 | 177 |
| Personal trust and agency accounts, non-managed assets | $1,416,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $145,104,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,375,000 | 95 |
| Other retirement accounts, non-managed assets | $5,094,000 | 217 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,863,000 | 103 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $128,856,000 | 182 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,094,000 | 259 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,307,674,000 | 140 |
| Managed Assets ($) | $1,128,109,000 | 118 |
| Personal trust and agency accounts, managed assets | $393,916,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,043,000 | 192 |
| Employee benefit-defined benefit accounts, managed assets | $42,352,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $89,034,000 | 126 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $568,277,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | $20,651,000 | 178 |
| Other fiduciary accounts, managed assets | $2,836,000 | 71 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $89,034,000 | 110 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $179,565,000 | 181 |
| Personal trust and agency accounts, non-managed assets | $1,355,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $147,831,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,381,000 | 96 |
| Other retirement accounts, non-managed assets | $5,050,000 | 217 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,948,000 | 103 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $140,760,000 | 175 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,050,000 | 253 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,337,859,000 | 142 |
| Managed Assets ($) | $1,149,545,000 | 117 |
| Personal trust and agency accounts, managed assets | $402,436,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,487,000 | 205 |
| Employee benefit-defined benefit accounts, managed assets | $42,483,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $90,802,000 | 123 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $580,583,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | $20,784,000 | 180 |
| Other fiduciary accounts, managed assets | $3,970,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $90,802,000 | 109 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $188,314,000 | 174 |
| Personal trust and agency accounts, non-managed assets | $1,306,000 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $155,758,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,043,000 | 95 |
| Other retirement accounts, non-managed assets | $5,183,000 | 217 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,024,000 | 105 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $139,971,000 | 172 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,183,000 | 252 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,304,718,000 | 143 |
| Managed Assets ($) | $1,120,290,000 | 116 |
| Personal trust and agency accounts, managed assets | $379,339,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,291,000 | 230 |
| Employee benefit-defined benefit accounts, managed assets | $40,451,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $86,626,000 | 119 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $578,769,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $19,900,000 | 198 |
| Other fiduciary accounts, managed assets | $3,914,000 | 85 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $86,626,000 | 103 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $184,428,000 | 176 |
| Personal trust and agency accounts, non-managed assets | $1,241,000 | 509 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $153,962,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,268,000 | 100 |
| Other retirement accounts, non-managed assets | $5,204,000 | 354 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $753,000 | 146 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $105,916,000 | 213 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,204,000 | 423 |
| 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 | $1,312,444,000 | 142 |
| Managed Assets ($) | $1,128,951,000 | 117 |
| Personal trust and agency accounts, managed assets | $383,369,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,474,000 | 196 |
| Employee benefit-defined benefit accounts, managed assets | $41,858,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $88,175,000 | 119 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $582,981,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | $18,356,000 | 176 |
| Other fiduciary accounts, managed assets | $2,738,000 | 70 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $88,175,000 | 101 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $183,493,000 | 172 |
| Personal trust and agency accounts, non-managed assets | $1,198,000 | 259 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $150,760,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,425,000 | 94 |
| Other retirement accounts, non-managed assets | $7,296,000 | 190 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $814,000 | 117 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $123,780,000 | 180 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,296,000 | 217 |
| 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 | $1,309,970,000 | 138 |
| Managed Assets ($) | $1,131,405,000 | 113 |
| Personal trust and agency accounts, managed assets | $400,913,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,947,000 | 197 |
| Employee benefit-defined benefit accounts, managed assets | $40,290,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $85,197,000 | 115 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $577,839,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $16,012,000 | 181 |
| Other fiduciary accounts, managed assets | $207,000 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $85,197,000 | 101 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $178,565,000 | 175 |
| Personal trust and agency accounts, non-managed assets | $1,152,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $147,155,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,114,000 | 94 |
| Other retirement accounts, non-managed assets | $7,261,000 | 186 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $883,000 | 112 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $126,757,000 | 178 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,261,000 | 214 |
| 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 | $1,306,892,000 | 139 |
| Managed Assets ($) | $1,115,162,000 | 114 |
| Personal trust and agency accounts, managed assets | $382,126,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,401,000 | 197 |
| Employee benefit-defined benefit accounts, managed assets | $41,296,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $85,787,000 | 113 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $578,110,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | $16,236,000 | 183 |
| Other fiduciary accounts, managed assets | $206,000 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $85,787,000 | 98 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $191,730,000 | 164 |
| Personal trust and agency accounts, non-managed assets | $1,162,000 | 265 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $159,404,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,615,000 | 94 |
| Other retirement accounts, non-managed assets | $7,799,000 | 183 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $750,000 | 112 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $130,678,000 | 179 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,799,000 | 215 |
| 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 | $1,250,330,000 | 136 |
| Managed Assets ($) | $1,061,226,000 | 115 |
| Personal trust and agency accounts, managed assets | $383,471,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,200,000 | 330 |
| Employee benefit-defined benefit accounts, managed assets | $39,573,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $82,212,000 | 112 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $536,218,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | $15,552,000 | 206 |
| 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 | $82,212,000 | 96 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $189,104,000 | 166 |
| Personal trust and agency accounts, non-managed assets | $1,040,000 | 542 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $158,191,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,365,000 | 99 |
| Other retirement accounts, non-managed assets | $7,745,000 | 277 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $763,000 | 137 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $161,511,000 | 183 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,745,000 | 342 |
| 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 | $1,164,620,000 | 141 |
| Managed Assets ($) | $981,776,000 | 118 |
| Personal trust and agency accounts, managed assets | $363,374,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,449,000 | 238 |
| Employee benefit-defined benefit accounts, managed assets | $36,950,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $78,433,000 | 114 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $484,800,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | $14,770,000 | 177 |
| 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 | $78,433,000 | 97 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $182,844,000 | 168 |
| Personal trust and agency accounts, non-managed assets | $984,000 | 273 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $153,246,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,243,000 | 93 |
| Other retirement accounts, non-managed assets | $7,684,000 | 180 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $687,000 | 112 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $137,640,000 | 174 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,684,000 | 206 |
| 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 | $1,231,395,000 | 144 |
| Managed Assets ($) | $1,042,806,000 | 122 |
| Personal trust and agency accounts, managed assets | $383,957,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,758,000 | 244 |
| Employee benefit-defined benefit accounts, managed assets | $40,716,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $83,595,000 | 119 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $515,496,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | $15,284,000 | 172 |
| 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 | $83,595,000 | 103 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $188,589,000 | 167 |
| Personal trust and agency accounts, non-managed assets | $96,000 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $156,269,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,457,000 | 92 |
| Other retirement accounts, non-managed assets | $7,799,000 | 184 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $968,000 | 104 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $142,565,000 | 179 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,799,000 | 206 |
| 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 | $1,226,114,000 | 143 |
| Managed Assets ($) | $1,030,614,000 | 120 |
| Personal trust and agency accounts, managed assets | $373,042,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,750,000 | 245 |
| Employee benefit-defined benefit accounts, managed assets | $40,807,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $85,834,000 | 110 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $505,453,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | $21,728,000 | 157 |
| 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 | $85,834,000 | 92 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $195,500,000 | 166 |
| Personal trust and agency accounts, non-managed assets | $199,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $164,424,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,109,000 | 92 |
| Other retirement accounts, non-managed assets | $7,790,000 | 186 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $978,000 | 104 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $145,469,000 | 177 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,790,000 | 199 |
| 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 | $1,173,843,000 | 148 |
| Managed Assets ($) | $1,002,765,000 | 119 |
| Personal trust and agency accounts, managed assets | $364,566,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,512,000 | 374 |
| Employee benefit-defined benefit accounts, managed assets | $39,483,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $81,973,000 | 114 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $491,528,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | $21,703,000 | 175 |
| 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 | $81,973,000 | 96 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $171,078,000 | 181 |
| Personal trust and agency accounts, non-managed assets | $197,000 | 743 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $139,992,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,463,000 | 101 |
| Other retirement accounts, non-managed assets | $8,361,000 | 271 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,065,000 | 129 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $138,341,000 | 197 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,361,000 | 323 |
| 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 | $1,129,185,000 | 148 |
| Managed Assets ($) | $964,680,000 | 121 |
| Personal trust and agency accounts, managed assets | $356,646,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,390,000 | 252 |
| Employee benefit-defined benefit accounts, managed assets | $37,409,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $81,846,000 | 110 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $473,888,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | $11,501,000 | 183 |
| 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 | $81,844,000 | 87 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $164,505,000 | 181 |
| Personal trust and agency accounts, non-managed assets | $203,000 | 302 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $134,635,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,467,000 | 93 |
| Other retirement accounts, non-managed assets | $8,177,000 | 171 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,023,000 | 105 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $171,473,000 | 162 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,177,000 | 188 |
| 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 | $1,064,287,000 | 144 |
| Managed Assets ($) | $901,733,000 | 121 |
| Personal trust and agency accounts, managed assets | $367,200,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,873,000 | 255 |
| Employee benefit-defined benefit accounts, managed assets | $34,239,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $77,364,000 | 106 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $408,965,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $11,092,000 | 181 |
| 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 | $77,362,000 | 86 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $162,554,000 | 178 |
| Personal trust and agency accounts, non-managed assets | $197,000 | 307 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $134,242,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,119,000 | 94 |
| Other retirement accounts, non-managed assets | $8,005,000 | 173 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $991,000 | 104 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $162,343,000 | 160 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,005,000 | 189 |
| 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 | $5,301,434,000 | 65 |
| Managed Assets ($) | $909,994,000 | 122 |
| Personal trust and agency accounts, managed assets | $406,335,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,498,000 | 262 |
| Employee benefit-defined benefit accounts, managed assets | $37,381,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $80,239,000 | 106 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $372,232,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $11,309,000 | 184 |
| 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 | $80,239,000 | 84 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,391,440,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $159,000 | 315 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $120,877,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,459,000 | 92 |
| Other retirement accounts, non-managed assets | $4,248,872,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,073,000 | 104 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $225,672,000 | 155 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,248,872,000 | 9 |
| 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 | $1,034,731,000 | 150 |
| Managed Assets ($) | $889,653,000 | 124 |
| Personal trust and agency accounts, managed assets | $408,655,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,447,000 | 373 |
| Employee benefit-defined benefit accounts, managed assets | $36,516,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $77,753,000 | 103 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $350,438,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $9,980,000 | 223 |
| Other fiduciary accounts, managed assets | $2,864,000 | 92 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $77,510,000 | 87 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $145,078,000 | 197 |
| Personal trust and agency accounts, non-managed assets | $160,000 | 781 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $114,932,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,083,000 | 99 |
| Other retirement accounts, non-managed assets | $8,852,000 | 264 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,051,000 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $210,931,000 | 166 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,852,000 | 321 |
| 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 | $979,593,000 | 155 |
| Managed Assets ($) | $838,313,000 | 126 |
| Personal trust and agency accounts, managed assets | $384,955,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,015,000 | 248 |
| Employee benefit-defined benefit accounts, managed assets | $42,595,000 | 90 |
| Other employee benefit and retirement-related accounts, managed assets | $73,260,000 | 106 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $334,488,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $141,280,000 | 186 |
| Personal trust and agency accounts, non-managed assets | $169,000 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $111,006,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,952,000 | 99 |
| Other retirement accounts, non-managed assets | $10,153,000 | 160 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $207,901,000 | 157 |
| 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 | $965,206,000 | 158 |
| Managed Assets ($) | $825,289,000 | 121 |
| Personal trust and agency accounts, managed assets | $371,940,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,892,000 | 253 |
| Employee benefit-defined benefit accounts, managed assets | $34,885,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $70,699,000 | 105 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $344,873,000 | 113 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $139,917,000 | 184 |
| Personal trust and agency accounts, non-managed assets | $183,000 | 317 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $111,570,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,146,000 | 99 |
| Other retirement accounts, non-managed assets | $10,018,000 | 161 |
| Corporate trust and agency accounts, non-managed assets | $0 | 161 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $151,303,000 | 175 |
| 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 | $996,186,000 | 147 |
| Managed Assets ($) | $851,820,000 | 117 |
| Personal trust and agency accounts, managed assets | $386,935,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,812,000 | 248 |
| Employee benefit-defined benefit accounts, managed assets | $33,704,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $67,520,000 | 101 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $360,849,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $144,366,000 | 171 |
| Personal trust and agency accounts, non-managed assets | $66,000 | 324 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $117,600,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,018,000 | 98 |
| Other retirement accounts, non-managed assets | $9,682,000 | 159 |
| Corporate trust and agency accounts, non-managed assets | $0 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $156,934,000 | 174 |
| 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 | $1,122,431,000 | 143 |
| Managed Assets ($) | $978,192,000 | 114 |
| Personal trust and agency accounts, managed assets | $441,491,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,338,000 | 349 |
| Employee benefit-defined benefit accounts, managed assets | $36,182,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $71,661,000 | 98 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $424,520,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $144,239,000 | 189 |
| Personal trust and agency accounts, non-managed assets | $55,000 | 869 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $116,875,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,644,000 | 108 |
| Other retirement accounts, non-managed assets | $8,665,000 | 273 |
| Corporate trust and agency accounts, non-managed assets | $0 | 351 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $175,348,000 | 181 |
| 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 | $1,204,622,000 | 146 |
| Managed Assets ($) | $1,053,660,000 | 111 |
| Personal trust and agency accounts, managed assets | $490,383,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,360,000 | 229 |
| Employee benefit-defined benefit accounts, managed assets | $39,541,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $75,716,000 | 103 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $440,660,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $150,962,000 | 188 |
| Personal trust and agency accounts, non-managed assets | $10,000 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $119,563,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,428,000 | 103 |
| Other retirement accounts, non-managed assets | $8,961,000 | 187 |
| Corporate trust and agency accounts, non-managed assets | $0 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $190,969,000 | 170 |
| 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 | $1,248,314,000 | 148 |
| Managed Assets ($) | $1,100,699,000 | 114 |
| Personal trust and agency accounts, managed assets | $516,970,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,668,000 | 241 |
| Employee benefit-defined benefit accounts, managed assets | $42,292,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $79,314,000 | 107 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $456,455,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $147,615,000 | 199 |
| Personal trust and agency accounts, non-managed assets | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $112,979,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,125,000 | 103 |
| Other retirement accounts, non-managed assets | $9,511,000 | 185 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $170,424,000 | 179 |
| 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 | $1,339,810,000 | 150 |
| Managed Assets ($) | $1,228,524,000 | 112 |
| Personal trust and agency accounts, managed assets | $636,637,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,904,000 | 235 |
| Employee benefit-defined benefit accounts, managed assets | $41,302,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $74,919,000 | 116 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $467,762,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $111,286,000 | 219 |
| Personal trust and agency accounts, non-managed assets | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $71,064,000 | 139 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,775,000 | 105 |
| Other retirement accounts, non-managed assets | $9,447,000 | 181 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $201,160,000 | 172 |
| 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 | $1,374,043,000 | 149 |
| Managed Assets ($) | $1,241,486,000 | 111 |
| Personal trust and agency accounts, managed assets | $637,811,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,033,000 | 331 |
| Employee benefit-defined benefit accounts, managed assets | $43,419,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $79,287,000 | 106 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $472,936,000 | 105 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $132,557,000 | 222 |
| Personal trust and agency accounts, non-managed assets | $18,226,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $72,893,000 | 146 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,778,000 | 107 |
| Other retirement accounts, non-managed assets | $9,660,000 | 276 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $232,474,000 | 172 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,346,882,000 | 153 |
| Managed Assets ($) | $1,208,393,000 | 114 |
| Personal trust and agency accounts, managed assets | $613,543,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,295,000 | 200 |
| Employee benefit-defined benefit accounts, managed assets | $48,362,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $77,735,000 | 109 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $451,458,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $138,489,000 | 206 |
| Personal trust and agency accounts, non-managed assets | $18,536,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $90,312,000 | 123 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,641,000 | 110 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $210,641,000 | 173 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,313,912,000 | 161 |
| Managed Assets ($) | $1,177,785,000 | 122 |
| Personal trust and agency accounts, managed assets | $607,147,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,404,000 | 203 |
| Employee benefit-defined benefit accounts, managed assets | $47,223,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $71,535,000 | 113 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $434,476,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $136,127,000 | 212 |
| Personal trust and agency accounts, non-managed assets | $17,558,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $89,342,000 | 131 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,227,000 | 113 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $203,395,000 | 182 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,280,105,000 | 159 |
| Managed Assets ($) | $1,165,533,000 | 121 |
| Personal trust and agency accounts, managed assets | $609,915,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,413,000 | 207 |
| Employee benefit-defined benefit accounts, managed assets | $45,760,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $67,502,000 | 111 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $425,943,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $114,572,000 | 224 |
| Personal trust and agency accounts, non-managed assets | $16,267,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $69,700,000 | 144 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,605,000 | 111 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $177,561,000 | 192 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,275,268,000 | 159 |
| Managed Assets ($) | $1,160,263,000 | 117 |
| Personal trust and agency accounts, managed assets | $611,489,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,073,000 | 211 |
| Employee benefit-defined benefit accounts, managed assets | $40,715,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $67,311,000 | 111 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $417,675,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $115,005,000 | 236 |
| Personal trust and agency accounts, non-managed assets | $16,556,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $70,542,000 | 144 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,907,000 | 114 |
| Other retirement accounts, non-managed assets | $0 | 853 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $193,225,000 | 194 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,245,956,000 | 162 |
| Managed Assets ($) | $1,129,744,000 | 121 |
| Personal trust and agency accounts, managed assets | $596,158,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,199,000 | 188 |
| Employee benefit-defined benefit accounts, managed assets | $39,518,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $62,166,000 | 123 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $410,703,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $116,212,000 | 230 |
| Personal trust and agency accounts, non-managed assets | $15,673,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $71,907,000 | 136 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,632,000 | 113 |
| Other retirement accounts, non-managed assets | $0 | 326 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $186,717,000 | 184 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,122,891,000 | 175 |
| Managed Assets ($) | $1,005,636,000 | 129 |
| Personal trust and agency accounts, managed assets | $595,133,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,563,000 | 210 |
| Employee benefit-defined benefit accounts, managed assets | $38,906,000 | 112 |
| Other employee benefit and retirement-related accounts, managed assets | $61,566,000 | 123 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $294,468,000 | 143 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $117,255,000 | 234 |
| Personal trust and agency accounts, non-managed assets | $16,761,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $73,825,000 | 137 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,669,000 | 117 |
| Other retirement accounts, non-managed assets | $0 | 330 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| 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 | $169,184,000 | 195 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,094,075,000 | 178 |
| Managed Assets ($) | $984,686,000 | 132 |
| Personal trust and agency accounts, managed assets | $593,836,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,311,000 | 221 |
| Employee benefit-defined benefit accounts, managed assets | $38,870,000 | 113 |
| Other employee benefit and retirement-related accounts, managed assets | $59,138,000 | 126 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $277,531,000 | 148 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $109,389,000 | 241 |
| Personal trust and agency accounts, non-managed assets | $16,936,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $65,090,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,363,000 | 117 |
| Other retirement accounts, non-managed assets | $0 | 333 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| 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 | $164,957,000 | 202 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,190,618,000 | 167 |
| Managed Assets ($) | $983,833,000 | 131 |
| Personal trust and agency accounts, managed assets | $575,678,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,549,000 | 147 |
| Employee benefit-defined benefit accounts, managed assets | $38,307,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $57,556,000 | 124 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $265,743,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $206,785,000 | 195 |
| Personal trust and agency accounts, non-managed assets | $16,997,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $163,394,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,394,000 | 121 |
| Other retirement accounts, non-managed assets | $0 | 867 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| 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 | $160,492,000 | 207 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,171,263,000 | 166 |
| Managed Assets ($) | $944,772,000 | 131 |
| Personal trust and agency accounts, managed assets | $545,744,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,649,000 | 139 |
| Employee benefit-defined benefit accounts, managed assets | $38,353,000 | 111 |
| Other employee benefit and retirement-related accounts, managed assets | $55,600,000 | 122 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $259,426,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $226,491,000 | 181 |
| Personal trust and agency accounts, non-managed assets | $39,170,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $159,857,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,555,000 | 117 |
| Other retirement accounts, non-managed assets | $909,000 | 287 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| 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 | $156,336,000 | 194 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,152,132,000 | 163 |
| Managed Assets ($) | $926,792,000 | 128 |
| Personal trust and agency accounts, managed assets | $539,058,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,477,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $37,212,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $53,094,000 | 124 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $246,951,000 | 149 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $225,340,000 | 180 |
| Personal trust and agency accounts, non-managed assets | $38,515,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $160,767,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,168,000 | 115 |
| Other retirement accounts, non-managed assets | $890,000 | 298 |
| Corporate trust and agency accounts, non-managed assets | $0 | 195 |
| 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 | $139,161,000 | 210 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,141,476,000 | 169 |
| Managed Assets ($) | $923,856,000 | 132 |
| Personal trust and agency accounts, managed assets | $523,021,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,843,000 | 130 |
| Employee benefit-defined benefit accounts, managed assets | $36,940,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $50,973,000 | 128 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $261,079,000 | 141 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $217,620,000 | 184 |
| Personal trust and agency accounts, non-managed assets | $38,464,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $153,516,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,768,000 | 117 |
| Other retirement accounts, non-managed assets | $872,000 | 297 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| 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 | $132,280,000 | 214 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,157,415,000 | 170 |
| Managed Assets ($) | $929,208,000 | 130 |
| Personal trust and agency accounts, managed assets | $516,811,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $49,918,000 | 143 |
| Employee benefit-defined benefit accounts, managed assets | $36,827,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $49,632,000 | 133 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $276,020,000 | 137 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $228,207,000 | 187 |
| Personal trust and agency accounts, non-managed assets | $38,818,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $163,320,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,210,000 | 124 |
| Other retirement accounts, non-managed assets | $859,000 | 660 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| 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 | $129,367,000 | 239 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,191,188,000 | 163 |
| Managed Assets ($) | $991,781,000 | 124 |
| Personal trust and agency accounts, managed assets | $499,669,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,477,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $30,499,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $49,865,000 | 119 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $361,271,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $199,407,000 | 195 |
| Personal trust and agency accounts, non-managed assets | $37,550,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $137,542,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,492,000 | 123 |
| Other retirement accounts, non-managed assets | $823,000 | 291 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $142,937,000 | 211 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,078,483,000 | 170 |
| Managed Assets ($) | $908,315,000 | 130 |
| Personal trust and agency accounts, managed assets | $517,406,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,558,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $33,307,000 | 114 |
| Other employee benefit and retirement-related accounts, managed assets | $48,426,000 | 122 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $256,618,000 | 137 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $170,168,000 | 203 |
| Personal trust and agency accounts, non-managed assets | $16,781,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $132,816,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,185,000 | 126 |
| Other retirement accounts, non-managed assets | $1,386,000 | 292 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $138,945,000 | 213 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,083,758,000 | 171 |
| Managed Assets ($) | $910,498,000 | 131 |
| Personal trust and agency accounts, managed assets | $514,518,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,183,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $33,920,000 | 114 |
| Other employee benefit and retirement-related accounts, managed assets | $47,904,000 | 122 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $261,973,000 | 136 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $173,260,000 | 203 |
| Personal trust and agency accounts, non-managed assets | $15,234,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $137,607,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,043,000 | 130 |
| Other retirement accounts, non-managed assets | $1,376,000 | 291 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $98,775,000 | 240 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,101,663,000 | 172 |
| Managed Assets ($) | $915,994,000 | 133 |
| Personal trust and agency accounts, managed assets | $534,169,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,367,000 | 138 |
| Employee benefit-defined benefit accounts, managed assets | $33,723,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $47,865,000 | 123 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $247,870,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $185,669,000 | 211 |
| Personal trust and agency accounts, non-managed assets | $34,663,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $130,573,000 | 115 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,111,000 | 139 |
| Other retirement accounts, non-managed assets | $1,322,000 | 622 |
| Corporate trust and agency accounts, non-managed assets | $0 | 431 |
| 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 | $73,534,000 | 320 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $986,988,000 | 185 |
| Managed Assets ($) | $835,257,000 | 144 |
| Personal trust and agency accounts, managed assets | $473,226,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,673,000 | 158 |
| Employee benefit-defined benefit accounts, managed assets | $32,103,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $46,690,000 | 122 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $240,565,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $151,731,000 | 222 |
| Personal trust and agency accounts, non-managed assets | $16,650,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $116,042,000 | 126 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,769,000 | 138 |
| Other retirement accounts, non-managed assets | $1,270,000 | 302 |
| Corporate trust and agency accounts, non-managed assets | $0 | 201 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $80,047,000 | 272 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $974,947,000 | 187 |
| Managed Assets ($) | $833,335,000 | 144 |
| Personal trust and agency accounts, managed assets | $479,552,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,750,000 | 160 |
| Employee benefit-defined benefit accounts, managed assets | $32,139,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $45,548,000 | 124 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $234,346,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $141,612,000 | 225 |
| Personal trust and agency accounts, non-managed assets | $16,871,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $107,870,000 | 126 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,608,000 | 140 |
| Other retirement accounts, non-managed assets | $1,263,000 | 305 |
| Corporate trust and agency accounts, non-managed assets | $0 | 205 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $68,038,000 | 288 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $939,108,000 | 191 |
| Managed Assets ($) | $805,856,000 | 148 |
| Personal trust and agency accounts, managed assets | $471,014,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,978,000 | 163 |
| Employee benefit-defined benefit accounts, managed assets | $25,898,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $44,484,000 | 123 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $225,482,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $133,252,000 | 230 |
| Personal trust and agency accounts, non-managed assets | $17,075,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $101,289,000 | 121 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,723,000 | 143 |
| Other retirement accounts, non-managed assets | $1,165,000 | 311 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $63,157,000 | 291 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $928,268,000 | 193 |
| Managed Assets ($) | $782,909,000 | 149 |
| Personal trust and agency accounts, managed assets | $444,956,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,678,000 | 174 |
| Employee benefit-defined benefit accounts, managed assets | $25,977,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $41,278,000 | 138 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $232,020,000 | 132 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $145,359,000 | 233 |
| Personal trust and agency accounts, non-managed assets | $17,519,000 | 251 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $110,397,000 | 124 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,243,000 | 150 |
| Other retirement accounts, non-managed assets | $3,200,000 | 448 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| 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 | $75,434,000 | 323 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $977,380,000 | 173 |
| Managed Assets ($) | $824,825,000 | 141 |
| Personal trust and agency accounts, managed assets | $490,068,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,584,000 | 153 |
| Employee benefit-defined benefit accounts, managed assets | $28,124,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $40,769,000 | 132 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $218,280,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $152,555,000 | 209 |
| Personal trust and agency accounts, non-managed assets | $19,649,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $115,391,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,247,000 | 133 |
| Other retirement accounts, non-managed assets | $1,268,000 | 574 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| 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 | $56,142,000 | 332 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |