Home > Peoples Bank > Total Fiduciary and Related Assets
Peoples 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 | $1,810,615,000 | 190 |
| Managed Assets ($) | $1,381,330,000 | 173 |
| Personal trust and agency accounts, managed assets | $528,511,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,435,000 | 119 |
| Employee benefit-defined benefit accounts, managed assets | $738,000 | 246 |
| Other employee benefit and retirement-related accounts, managed assets | $181,965,000 | 133 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $414,884,000 | 177 |
| Foundation and endowment trust and agency accounts, managed assets | $219,234,000 | 92 |
| Other fiduciary accounts, managed assets | $1,563,000 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $181,965,000 | 130 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $429,285,000 | 160 |
| Personal trust and agency accounts, non-managed assets | $7,690,000 | 320 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $329,366,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $60,272,000 | 66 |
| Other retirement accounts, non-managed assets | $9,657,000 | 252 |
| Corporate trust and agency accounts, non-managed assets | $231,000 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $22,069,000 | 99 |
| 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 | $210,634,000 | 188 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,488,000 | 416 |
| 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 | $1,693,075,000 | 192 |
| Managed Assets ($) | $1,302,999,000 | 174 |
| Personal trust and agency accounts, managed assets | $509,898,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,786,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $686,000 | 186 |
| Other employee benefit and retirement-related accounts, managed assets | $170,419,000 | 132 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $391,108,000 | 177 |
| Foundation and endowment trust and agency accounts, managed assets | $197,528,000 | 96 |
| Other fiduciary accounts, managed assets | $1,574,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $170,419,000 | 128 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $390,076,000 | 156 |
| Personal trust and agency accounts, non-managed assets | $5,047,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $304,889,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $56,077,000 | 62 |
| Other retirement accounts, non-managed assets | $8,806,000 | 170 |
| Corporate trust and agency accounts, non-managed assets | $180,000 | 85 |
| Investment management and advisory agency accounts, non-managed assets | $15,077,000 | 86 |
| 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 | $207,412,000 | 172 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,307,000 | 241 |
| 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 | $1,746,821,000 | 184 |
| Managed Assets ($) | $1,338,714,000 | 170 |
| Personal trust and agency accounts, managed assets | $516,051,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,445,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $9,529,000 | 150 |
| Other employee benefit and retirement-related accounts, managed assets | $174,094,000 | 127 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $397,166,000 | 172 |
| Foundation and endowment trust and agency accounts, managed assets | $207,831,000 | 92 |
| Other fiduciary accounts, managed assets | $1,598,000 | 75 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $174,094,000 | 122 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $408,107,000 | 154 |
| Personal trust and agency accounts, non-managed assets | $11,770,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $312,333,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $59,059,000 | 66 |
| Other retirement accounts, non-managed assets | $8,411,000 | 202 |
| Corporate trust and agency accounts, non-managed assets | $283,000 | 91 |
| Investment management and advisory agency accounts, non-managed assets | $16,251,000 | 96 |
| 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 | $184,968,000 | 185 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,482,000 | 282 |
| 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 | $1,658,229,000 | 197 |
| Managed Assets ($) | $1,263,674,000 | 184 |
| Personal trust and agency accounts, managed assets | $501,560,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,093,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $9,785,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $165,648,000 | 138 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $355,858,000 | 191 |
| Foundation and endowment trust and agency accounts, managed assets | $203,144,000 | 97 |
| Other fiduciary accounts, managed assets | $1,586,000 | 69 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $165,647,000 | 130 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $394,555,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $11,266,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $300,725,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $58,308,000 | 72 |
| Other retirement accounts, non-managed assets | $7,801,000 | 180 |
| Corporate trust and agency accounts, non-managed assets | $256,000 | 83 |
| Investment management and advisory agency accounts, non-managed assets | $16,199,000 | 93 |
| 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 | $145,658,000 | 197 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,414,000 | 250 |
| 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 | $1,603,248,000 | 197 |
| Managed Assets ($) | $1,213,388,000 | 186 |
| Personal trust and agency accounts, managed assets | $504,079,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,281,000 | 146 |
| Employee benefit-defined benefit accounts, managed assets | $9,454,000 | 156 |
| Other employee benefit and retirement-related accounts, managed assets | $159,473,000 | 141 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $331,282,000 | 195 |
| Foundation and endowment trust and agency accounts, managed assets | $181,277,000 | 100 |
| Other fiduciary accounts, managed assets | $1,542,000 | 107 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $159,473,000 | 132 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $389,860,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $10,886,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $296,120,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $56,392,000 | 77 |
| Other retirement accounts, non-managed assets | $9,115,000 | 243 |
| Corporate trust and agency accounts, non-managed assets | $229,000 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $17,118,000 | 116 |
| 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 | $161,391,000 | 212 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,412,000 | 432 |
| 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 | $1,527,227,000 | 197 |
| Managed Assets ($) | $1,169,122,000 | 182 |
| Personal trust and agency accounts, managed assets | $511,210,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,820,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $9,110,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $154,195,000 | 140 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $298,824,000 | 199 |
| Foundation and endowment trust and agency accounts, managed assets | $169,463,000 | 103 |
| Other fiduciary accounts, managed assets | $1,500,000 | 72 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $154,195,000 | 132 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $358,105,000 | 164 |
| Personal trust and agency accounts, non-managed assets | $9,927,000 | 214 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $275,357,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $53,215,000 | 76 |
| Other retirement accounts, non-managed assets | $4,611,000 | 216 |
| Corporate trust and agency accounts, non-managed assets | $193,000 | 87 |
| Investment management and advisory agency accounts, non-managed assets | $14,802,000 | 94 |
| 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 | $155,107,000 | 190 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,201,000 | 256 |
| 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 | $1,581,495,000 | 165 |
| Managed Assets ($) | $1,206,081,000 | 156 |
| Personal trust and agency accounts, managed assets | $523,882,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,009,000 | 133 |
| Employee benefit-defined benefit accounts, managed assets | $9,792,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $160,187,000 | 130 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $307,272,000 | 182 |
| Foundation and endowment trust and agency accounts, managed assets | $177,393,000 | 87 |
| Other fiduciary accounts, managed assets | $1,546,000 | 77 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $160,186,000 | 123 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $375,414,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $12,205,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $279,189,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $57,015,000 | 68 |
| Other retirement accounts, non-managed assets | $9,237,000 | 186 |
| Corporate trust and agency accounts, non-managed assets | $284,000 | 89 |
| Investment management and advisory agency accounts, non-managed assets | $17,484,000 | 91 |
| 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 | $149,960,000 | 183 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,421,000 | 282 |
| 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 | $1,740,072,000 | 167 |
| Managed Assets ($) | $1,327,042,000 | 158 |
| Personal trust and agency accounts, managed assets | $559,391,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,157,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $11,349,000 | 127 |
| Other employee benefit and retirement-related accounts, managed assets | $178,569,000 | 131 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $350,978,000 | 177 |
| Foundation and endowment trust and agency accounts, managed assets | $195,953,000 | 88 |
| Other fiduciary accounts, managed assets | $1,645,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $178,568,000 | 123 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $413,030,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $11,803,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $311,567,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $65,017,000 | 68 |
| Other retirement accounts, non-managed assets | $10,264,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $249,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | $14,130,000 | 86 |
| 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 | $187,756,000 | 167 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,856,000 | 243 |
| 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 | $1,817,063,000 | 170 |
| Managed Assets ($) | $1,382,010,000 | 161 |
| Personal trust and agency accounts, managed assets | $577,445,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,243,000 | 158 |
| Employee benefit-defined benefit accounts, managed assets | $11,708,000 | 145 |
| Other employee benefit and retirement-related accounts, managed assets | $191,368,000 | 131 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $368,364,000 | 173 |
| Foundation and endowment trust and agency accounts, managed assets | $208,158,000 | 86 |
| Other fiduciary accounts, managed assets | $1,724,000 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $191,078,000 | 122 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $435,053,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $13,396,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $326,972,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,099,000 | 72 |
| Other retirement accounts, non-managed assets | $10,460,000 | 236 |
| Corporate trust and agency accounts, non-managed assets | $227,000 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $13,899,000 | 116 |
| 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 | $192,808,000 | 189 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,785,000 | 433 |
| 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 | $1,734,423,000 | 169 |
| Managed Assets ($) | $1,328,326,000 | 164 |
| Personal trust and agency accounts, managed assets | $554,405,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,959,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $11,137,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $186,808,000 | 133 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $351,501,000 | 172 |
| Foundation and endowment trust and agency accounts, managed assets | $194,815,000 | 85 |
| Other fiduciary accounts, managed assets | $1,701,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $186,244,000 | 124 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $406,097,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $12,885,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $300,741,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $68,221,000 | 72 |
| Other retirement accounts, non-managed assets | $8,603,000 | 177 |
| Corporate trust and agency accounts, non-managed assets | $180,000 | 87 |
| Investment management and advisory agency accounts, non-managed assets | $15,467,000 | 83 |
| 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 | $202,699,000 | 158 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,876,000 | 244 |
| 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 | $1,746,341,000 | 168 |
| Managed Assets ($) | $1,341,694,000 | 163 |
| Personal trust and agency accounts, managed assets | $555,550,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,050,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $11,521,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $190,266,000 | 134 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $353,506,000 | 172 |
| Foundation and endowment trust and agency accounts, managed assets | $194,097,000 | 85 |
| Other fiduciary accounts, managed assets | $1,704,000 | 71 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $189,365,000 | 126 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $404,647,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $13,001,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $296,235,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $69,685,000 | 72 |
| Other retirement accounts, non-managed assets | $8,571,000 | 194 |
| Corporate trust and agency accounts, non-managed assets | $270,000 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $16,885,000 | 95 |
| 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 | $217,542,000 | 163 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,885,000 | 283 |
| 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 | $1,695,064,000 | 169 |
| Managed Assets ($) | $1,317,474,000 | 157 |
| Personal trust and agency accounts, managed assets | $551,417,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,000,000 | 98 |
| Employee benefit-defined benefit accounts, managed assets | $11,072,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $176,255,000 | 135 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $347,637,000 | 172 |
| Foundation and endowment trust and agency accounts, managed assets | $184,428,000 | 84 |
| Other fiduciary accounts, managed assets | $1,665,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $175,146,000 | 127 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $377,590,000 | 140 |
| Personal trust and agency accounts, non-managed assets | $12,718,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $271,343,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $66,719,000 | 70 |
| Other retirement accounts, non-managed assets | $7,862,000 | 180 |
| Corporate trust and agency accounts, non-managed assets | $247,000 | 90 |
| Investment management and advisory agency accounts, non-managed assets | $18,701,000 | 80 |
| 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 | $218,703,000 | 154 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,495,000 | 250 |
| 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 | $1,664,836,000 | 170 |
| Managed Assets ($) | $1,305,837,000 | 158 |
| Personal trust and agency accounts, managed assets | $571,128,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,639,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $10,841,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $176,519,000 | 130 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $322,813,000 | 181 |
| Foundation and endowment trust and agency accounts, managed assets | $178,229,000 | 84 |
| Other fiduciary accounts, managed assets | $1,668,000 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $175,013,000 | 123 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $358,999,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $12,006,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $263,311,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $66,039,000 | 74 |
| Other retirement accounts, non-managed assets | $7,441,000 | 274 |
| Corporate trust and agency accounts, non-managed assets | $215,000 | 156 |
| Investment management and advisory agency accounts, non-managed assets | $9,987,000 | 133 |
| 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 | $220,488,000 | 165 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,254,000 | 450 |
| 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 | $1,450,885,000 | 171 |
| Managed Assets ($) | $1,110,353,000 | 162 |
| Personal trust and agency accounts, managed assets | $453,764,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,951,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $9,952,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $163,347,000 | 127 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $281,028,000 | 185 |
| Foundation and endowment trust and agency accounts, managed assets | $164,311,000 | 81 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $155,979,000 | 126 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $340,532,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $21,795,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $243,919,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $58,243,000 | 72 |
| Other retirement accounts, non-managed assets | $7,167,000 | 183 |
| Corporate trust and agency accounts, non-managed assets | $180,000 | 91 |
| Investment management and advisory agency accounts, non-managed assets | $9,228,000 | 101 |
| 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 | $158,385,000 | 164 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,813,000 | 252 |
| 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 | $1,399,527,000 | 176 |
| Managed Assets ($) | $1,080,341,000 | 162 |
| Personal trust and agency accounts, managed assets | $442,190,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,780,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $10,536,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $157,098,000 | 130 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $275,098,000 | 187 |
| Foundation and endowment trust and agency accounts, managed assets | $158,639,000 | 81 |
| 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 | $155,979,000 | 122 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $319,186,000 | 149 |
| Personal trust and agency accounts, non-managed assets | $21,719,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $230,781,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $55,889,000 | 75 |
| Other retirement accounts, non-managed assets | $6,771,000 | 203 |
| Corporate trust and agency accounts, non-managed assets | $449,000 | 93 |
| Investment management and advisory agency accounts, non-managed assets | $3,577,000 | 150 |
| 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 | $153,258,000 | 175 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,813,000 | 283 |
| 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 | $1,246,388,000 | 178 |
| Managed Assets ($) | $965,837,000 | 162 |
| Personal trust and agency accounts, managed assets | $384,587,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,947,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $9,524,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $141,455,000 | 127 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $265,758,000 | 176 |
| Foundation and endowment trust and agency accounts, managed assets | $131,566,000 | 84 |
| Other fiduciary accounts, managed assets | $0 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $140,615,000 | 120 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $280,551,000 | 148 |
| Personal trust and agency accounts, non-managed assets | $19,861,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $201,942,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,532,000 | 74 |
| Other retirement accounts, non-managed assets | $5,942,000 | 191 |
| Corporate trust and agency accounts, non-managed assets | $233,000 | 89 |
| Investment management and advisory agency accounts, non-managed assets | $3,041,000 | 130 |
| 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 | $138,774,000 | 169 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,573,000 | 252 |
| 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 | $1,416,726,000 | 177 |
| Managed Assets ($) | $1,085,456,000 | 165 |
| Personal trust and agency accounts, managed assets | $414,728,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,887,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $13,498,000 | 148 |
| Other employee benefit and retirement-related accounts, managed assets | $162,062,000 | 126 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $306,143,000 | 179 |
| Foundation and endowment trust and agency accounts, managed assets | $151,138,000 | 87 |
| Other fiduciary accounts, managed assets | $0 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $160,549,000 | 120 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $331,270,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $21,767,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $239,119,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $59,009,000 | 73 |
| Other retirement accounts, non-managed assets | $7,147,000 | 277 |
| Corporate trust and agency accounts, non-managed assets | $254,000 | 153 |
| Investment management and advisory agency accounts, non-managed assets | $3,974,000 | 196 |
| 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 | $156,207,000 | 193 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,146,000 | 451 |
| 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 | $1,356,638,000 | 179 |
| Managed Assets ($) | $1,058,790,000 | 164 |
| Personal trust and agency accounts, managed assets | $419,233,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,322,000 | 114 |
| Employee benefit-defined benefit accounts, managed assets | $12,902,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $156,538,000 | 124 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $292,925,000 | 179 |
| Foundation and endowment trust and agency accounts, managed assets | $141,870,000 | 89 |
| 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 | $154,811,000 | 119 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $297,848,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $10,015,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $222,590,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $56,073,000 | 72 |
| Other retirement accounts, non-managed assets | $4,670,000 | 213 |
| Corporate trust and agency accounts, non-managed assets | $340,000 | 87 |
| Investment management and advisory agency accounts, non-managed assets | $4,160,000 | 121 |
| 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 | $147,398,000 | 174 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,273,000 | 268 |
| 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 | $1,352,958,000 | 175 |
| Managed Assets ($) | $1,056,556,000 | 161 |
| Personal trust and agency accounts, managed assets | $417,792,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,786,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $12,904,000 | 140 |
| Other employee benefit and retirement-related accounts, managed assets | $157,031,000 | 123 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $296,032,000 | 177 |
| Foundation and endowment trust and agency accounts, managed assets | $137,011,000 | 90 |
| 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 | $155,408,000 | 117 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $296,402,000 | 148 |
| Personal trust and agency accounts, non-managed assets | $10,038,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $220,511,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $55,685,000 | 75 |
| Other retirement accounts, non-managed assets | $3,687,000 | 241 |
| Corporate trust and agency accounts, non-managed assets | $581,000 | 90 |
| Investment management and advisory agency accounts, non-managed assets | $5,900,000 | 124 |
| 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 | $148,153,000 | 181 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,341,000 | 290 |
| 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 | $1,328,806,000 | 175 |
| Managed Assets ($) | $1,042,246,000 | 160 |
| Personal trust and agency accounts, managed assets | $417,377,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,274,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $12,636,000 | 141 |
| Other employee benefit and retirement-related accounts, managed assets | $153,179,000 | 121 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $298,371,000 | 176 |
| Foundation and endowment trust and agency accounts, managed assets | $128,409,000 | 90 |
| Other fiduciary accounts, managed assets | $0 | 130 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $153,179,000 | 114 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $286,560,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $9,601,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $212,893,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $54,103,000 | 76 |
| Other retirement accounts, non-managed assets | $3,645,000 | 244 |
| Corporate trust and agency accounts, non-managed assets | $389,000 | 91 |
| Investment management and advisory agency accounts, non-managed assets | $5,929,000 | 127 |
| 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 | $142,617,000 | 183 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,386,000 | 292 |
| 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 | $1,251,584,000 | 175 |
| Managed Assets ($) | $999,108,000 | 159 |
| Personal trust and agency accounts, managed assets | $402,600,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,645,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $11,599,000 | 153 |
| Other employee benefit and retirement-related accounts, managed assets | $142,456,000 | 118 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $294,670,000 | 165 |
| Foundation and endowment trust and agency accounts, managed assets | $116,138,000 | 89 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $142,456,000 | 107 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $252,476,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $8,777,000 | 253 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $185,523,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,690,000 | 79 |
| Other retirement accounts, non-managed assets | $2,937,000 | 396 |
| Corporate trust and agency accounts, non-managed assets | $387,000 | 149 |
| Investment management and advisory agency accounts, non-managed assets | $5,162,000 | 175 |
| 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 | $132,529,000 | 195 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,898,000 | 509 |
| 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 | $1,332,920,000 | 175 |
| Managed Assets ($) | $1,048,621,000 | 157 |
| Personal trust and agency accounts, managed assets | $412,151,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,967,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $13,077,000 | 138 |
| Other employee benefit and retirement-related accounts, managed assets | $156,657,000 | 115 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $309,424,000 | 165 |
| Foundation and endowment trust and agency accounts, managed assets | $121,345,000 | 91 |
| 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 | $156,657,000 | 107 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $284,299,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $23,041,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $198,270,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $54,421,000 | 79 |
| Other retirement accounts, non-managed assets | $2,924,000 | 256 |
| Corporate trust and agency accounts, non-managed assets | $422,000 | 95 |
| Investment management and advisory agency accounts, non-managed assets | $5,221,000 | 134 |
| 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 | $156,890,000 | 176 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,826,000 | 306 |
| 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 | $1,300,283,000 | 176 |
| Managed Assets ($) | $1,029,717,000 | 157 |
| Personal trust and agency accounts, managed assets | $406,525,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,539,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $9,951,000 | 145 |
| Other employee benefit and retirement-related accounts, managed assets | $154,067,000 | 114 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $306,722,000 | 166 |
| Foundation and endowment trust and agency accounts, managed assets | $117,913,000 | 94 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $153,050,000 | 106 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $270,566,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $21,184,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $186,658,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $52,683,000 | 81 |
| Other retirement accounts, non-managed assets | $1,806,000 | 274 |
| Corporate trust and agency accounts, non-managed assets | $653,000 | 94 |
| Investment management and advisory agency accounts, non-managed assets | $7,582,000 | 117 |
| 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 | $153,727,000 | 176 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,806,000 | 306 |
| 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 | $1,281,161,000 | 175 |
| Managed Assets ($) | $1,014,851,000 | 157 |
| Personal trust and agency accounts, managed assets | $398,279,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,087,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $9,783,000 | 148 |
| Other employee benefit and retirement-related accounts, managed assets | $148,976,000 | 115 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $304,140,000 | 165 |
| Foundation and endowment trust and agency accounts, managed assets | $116,586,000 | 95 |
| 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 | $148,018,000 | 107 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $266,310,000 | 165 |
| Personal trust and agency accounts, non-managed assets | $20,971,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $182,755,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $52,989,000 | 80 |
| Other retirement accounts, non-managed assets | $1,947,000 | 273 |
| Corporate trust and agency accounts, non-managed assets | $418,000 | 100 |
| Investment management and advisory agency accounts, non-managed assets | $7,230,000 | 119 |
| 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 | $166,475,000 | 171 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,947,000 | 303 |
| 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 | $1,290,341,000 | 174 |
| Managed Assets ($) | $1,019,132,000 | 158 |
| Personal trust and agency accounts, managed assets | $397,042,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,326,000 | 130 |
| Employee benefit-defined benefit accounts, managed assets | $10,176,000 | 164 |
| Other employee benefit and retirement-related accounts, managed assets | $151,167,000 | 113 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $314,167,000 | 163 |
| Foundation and endowment trust and agency accounts, managed assets | $108,254,000 | 99 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $150,191,000 | 105 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $271,209,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $28,912,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $178,878,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $53,398,000 | 82 |
| Other retirement accounts, non-managed assets | $2,106,000 | 453 |
| Corporate trust and agency accounts, non-managed assets | $381,000 | 163 |
| Investment management and advisory agency accounts, non-managed assets | $7,534,000 | 149 |
| 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 | $162,618,000 | 184 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,106,000 | 518 |
| 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 | $1,261,765,000 | 173 |
| Managed Assets ($) | $1,007,393,000 | 155 |
| Personal trust and agency accounts, managed assets | $392,669,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,707,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $12,799,000 | 141 |
| Other employee benefit and retirement-related accounts, managed assets | $149,031,000 | 110 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $313,791,000 | 158 |
| Foundation and endowment trust and agency accounts, managed assets | $104,396,000 | 94 |
| 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 | $148,130,000 | 101 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $254,372,000 | 167 |
| Personal trust and agency accounts, non-managed assets | $28,630,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $164,680,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $51,382,000 | 78 |
| Other retirement accounts, non-managed assets | $2,033,000 | 266 |
| Corporate trust and agency accounts, non-managed assets | $417,000 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $7,230,000 | 118 |
| 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 | $156,595,000 | 170 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,033,000 | 299 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,235,024,000 | 168 |
| Managed Assets ($) | $993,363,000 | 149 |
| Personal trust and agency accounts, managed assets | $388,954,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,440,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $12,499,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $145,848,000 | 109 |
| Corporate trust and agency accounts, managed assets | $9,332,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $300,420,000 | 154 |
| Foundation and endowment trust and agency accounts, managed assets | $102,870,000 | 95 |
| 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 | $145,017,000 | 101 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $241,661,000 | 169 |
| Personal trust and agency accounts, non-managed assets | $27,916,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $155,166,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,022,000 | 78 |
| Other retirement accounts, non-managed assets | $2,437,000 | 259 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $7,120,000 | 119 |
| 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 | $158,411,000 | 167 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,437,000 | 286 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,206,082,000 | 169 |
| Managed Assets ($) | $974,023,000 | 149 |
| Personal trust and agency accounts, managed assets | $387,729,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,477,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $11,771,000 | 145 |
| Other employee benefit and retirement-related accounts, managed assets | $142,591,000 | 109 |
| Corporate trust and agency accounts, managed assets | $795,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $297,196,000 | 153 |
| Foundation and endowment trust and agency accounts, managed assets | $101,464,000 | 96 |
| 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 | $141,825,000 | 99 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $232,059,000 | 168 |
| Personal trust and agency accounts, non-managed assets | $28,144,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $146,903,000 | 110 |
| Employee benefit-defined benefit accounts, non-managed Assets | $47,360,000 | 80 |
| Other retirement accounts, non-managed assets | $2,599,000 | 256 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $7,053,000 | 115 |
| 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 | $156,161,000 | 171 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,599,000 | 282 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,202,460,000 | 165 |
| Managed Assets ($) | $1,012,447,000 | 141 |
| Personal trust and agency accounts, managed assets | $377,776,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $94,016,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $11,309,000 | 164 |
| Other employee benefit and retirement-related accounts, managed assets | $137,863,000 | 107 |
| Corporate trust and agency accounts, managed assets | $1,376,000 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $293,669,000 | 155 |
| Foundation and endowment trust and agency accounts, managed assets | $96,438,000 | 99 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $137,863,000 | 97 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $190,013,000 | 178 |
| Personal trust and agency accounts, non-managed assets | $54,950,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $79,160,000 | 133 |
| Employee benefit-defined benefit accounts, non-managed Assets | $45,150,000 | 82 |
| Other retirement accounts, non-managed assets | $3,858,000 | 380 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $6,894,000 | 145 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,000 | 201 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $99,051,000 | 220 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,858,000 | 436 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,193,341,000 | 168 |
| Managed Assets ($) | $1,004,844,000 | 143 |
| Personal trust and agency accounts, managed assets | $379,378,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $93,312,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $11,136,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $138,532,000 | 107 |
| Corporate trust and agency accounts, managed assets | $2,755,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $290,101,000 | 155 |
| Foundation and endowment trust and agency accounts, managed assets | $89,630,000 | 101 |
| 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 | $138,532,000 | 95 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $188,497,000 | 179 |
| Personal trust and agency accounts, non-managed assets | $54,128,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $79,201,000 | 129 |
| Employee benefit-defined benefit accounts, non-managed Assets | $45,154,000 | 80 |
| Other retirement accounts, non-managed assets | $3,489,000 | 244 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $6,525,000 | 114 |
| 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 | $98,703,000 | 198 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,489,000 | 267 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,188,669,000 | 168 |
| Managed Assets ($) | $1,004,911,000 | 142 |
| Personal trust and agency accounts, managed assets | $377,263,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $93,369,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $10,698,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $134,809,000 | 107 |
| Corporate trust and agency accounts, managed assets | $4,478,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $295,967,000 | 155 |
| Foundation and endowment trust and agency accounts, managed assets | $88,327,000 | 103 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $134,809,000 | 95 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $183,758,000 | 181 |
| Personal trust and agency accounts, non-managed assets | $51,881,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $78,446,000 | 130 |
| Employee benefit-defined benefit accounts, non-managed Assets | $43,329,000 | 81 |
| Other retirement accounts, non-managed assets | $2,470,000 | 265 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $7,632,000 | 115 |
| 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 | $31,335,000 | 267 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,470,000 | 292 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,172,220,000 | 169 |
| Managed Assets ($) | $992,136,000 | 144 |
| Personal trust and agency accounts, managed assets | $374,467,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $89,267,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $10,496,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $131,305,000 | 107 |
| Corporate trust and agency accounts, managed assets | $2,501,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $297,282,000 | 152 |
| Foundation and endowment trust and agency accounts, managed assets | $86,818,000 | 102 |
| 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 | $131,305,000 | 95 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $180,084,000 | 182 |
| Personal trust and agency accounts, non-managed assets | $49,923,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $77,667,000 | 126 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,517,000 | 81 |
| Other retirement accounts, non-managed assets | $2,371,000 | 268 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $7,606,000 | 114 |
| 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 | $82,605,000 | 208 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,371,000 | 295 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,192,595,000 | 166 |
| Managed Assets ($) | $1,006,246,000 | 139 |
| Personal trust and agency accounts, managed assets | $374,480,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $95,954,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $10,530,000 | 173 |
| Other employee benefit and retirement-related accounts, managed assets | $131,362,000 | 105 |
| Corporate trust and agency accounts, managed assets | $422,000 | 124 |
| Investment management and investment advisory agency accounts, managed assets | $306,153,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | $86,581,000 | 101 |
| Other fiduciary accounts, managed assets | $764,000 | 148 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $131,362,000 | 92 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $186,349,000 | 177 |
| Personal trust and agency accounts, non-managed assets | $48,761,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $84,389,000 | 124 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,749,000 | 84 |
| Other retirement accounts, non-managed assets | $2,340,000 | 463 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $7,922,000 | 148 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $1,188,000 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $82,658,000 | 240 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,340,000 | 530 |
| 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 | $1,173,680,000 | 167 |
| Managed Assets ($) | $986,373,000 | 139 |
| Personal trust and agency accounts, managed assets | $372,127,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $88,214,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $10,060,000 | 150 |
| Other employee benefit and retirement-related accounts, managed assets | $132,070,000 | 103 |
| Corporate trust and agency accounts, managed assets | $636,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $298,730,000 | 148 |
| Foundation and endowment trust and agency accounts, managed assets | $83,751,000 | 100 |
| Other fiduciary accounts, managed assets | $785,000 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $132,070,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $187,307,000 | 175 |
| Personal trust and agency accounts, non-managed assets | $49,316,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $83,472,000 | 125 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,568,000 | 82 |
| Other retirement accounts, non-managed assets | $2,937,000 | 252 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $9,764,000 | 101 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $1,250,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $87,432,000 | 204 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,937,000 | 280 |
| 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 | $1,225,754,000 | 165 |
| Managed Assets ($) | $1,036,416,000 | 139 |
| Personal trust and agency accounts, managed assets | $398,241,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $90,017,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $13,390,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $135,695,000 | 107 |
| Corporate trust and agency accounts, managed assets | $635,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $314,676,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | $82,905,000 | 106 |
| Other fiduciary accounts, managed assets | $857,000 | 97 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $135,695,000 | 92 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $189,338,000 | 177 |
| Personal trust and agency accounts, non-managed assets | $40,664,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $87,863,000 | 125 |
| Employee benefit-defined benefit accounts, non-managed Assets | $43,537,000 | 82 |
| Other retirement accounts, non-managed assets | $5,402,000 | 218 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $10,484,000 | 105 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $1,388,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $78,038,000 | 217 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,402,000 | 246 |
| 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 | $1,241,607,000 | 164 |
| Managed Assets ($) | $1,051,639,000 | 138 |
| Personal trust and agency accounts, managed assets | $411,335,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $86,368,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $9,374,000 | 161 |
| Other employee benefit and retirement-related accounts, managed assets | $137,095,000 | 104 |
| Corporate trust and agency accounts, managed assets | $2,607,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $324,970,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | $78,997,000 | 110 |
| Other fiduciary accounts, managed assets | $893,000 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $137,095,000 | 91 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $189,968,000 | 182 |
| Personal trust and agency accounts, non-managed assets | $24,534,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $104,651,000 | 118 |
| Employee benefit-defined benefit accounts, non-managed Assets | $43,358,000 | 80 |
| Other retirement accounts, non-managed assets | $5,441,000 | 226 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $10,628,000 | 106 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $1,356,000 | 71 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $78,074,000 | 217 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,441,000 | 250 |
| 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 | $963,467,000 | 193 |
| Managed Assets ($) | $831,508,000 | 159 |
| Personal trust and agency accounts, managed assets | $346,999,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $83,666,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $10,031,000 | 181 |
| Other employee benefit and retirement-related accounts, managed assets | $108,358,000 | 124 |
| Corporate trust and agency accounts, managed assets | $1,971,000 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $223,039,000 | 177 |
| Foundation and endowment trust and agency accounts, managed assets | $56,526,000 | 124 |
| Other fiduciary accounts, managed assets | $918,000 | 146 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $108,358,000 | 111 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $131,959,000 | 201 |
| Personal trust and agency accounts, non-managed assets | $7,794,000 | 282 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $64,260,000 | 142 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,999,000 | 82 |
| Other retirement accounts, non-managed assets | $4,243,000 | 399 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $11,010,000 | 118 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $1,653,000 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $58,722,000 | 281 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,243,000 | 448 |
| 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 | $941,021,000 | 189 |
| Managed Assets ($) | $817,876,000 | 157 |
| Personal trust and agency accounts, managed assets | $345,519,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $78,787,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $9,907,000 | 157 |
| Other employee benefit and retirement-related accounts, managed assets | $109,077,000 | 121 |
| Corporate trust and agency accounts, managed assets | $1,964,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $216,582,000 | 177 |
| Foundation and endowment trust and agency accounts, managed assets | $55,121,000 | 123 |
| Other fiduciary accounts, managed assets | $919,000 | 92 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $109,077,000 | 106 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $123,145,000 | 203 |
| Personal trust and agency accounts, non-managed assets | $1,821,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $61,391,000 | 140 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,747,000 | 83 |
| Other retirement accounts, non-managed assets | $4,158,000 | 240 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $11,549,000 | 93 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $1,479,000 | 71 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,735,000 | 239 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,158,000 | 270 |
| 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 | $955,566,000 | 184 |
| Managed Assets ($) | $831,912,000 | 156 |
| Personal trust and agency accounts, managed assets | $350,786,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $78,396,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $10,882,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $110,854,000 | 116 |
| Corporate trust and agency accounts, managed assets | $1,993,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $221,137,000 | 176 |
| Foundation and endowment trust and agency accounts, managed assets | $56,895,000 | 121 |
| Other fiduciary accounts, managed assets | $969,000 | 89 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $110,854,000 | 102 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $123,654,000 | 207 |
| Personal trust and agency accounts, non-managed assets | $249,000 | 310 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $61,910,000 | 139 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,781,000 | 80 |
| Other retirement accounts, non-managed assets | $3,863,000 | 244 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $13,200,000 | 85 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $1,651,000 | 70 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $58,223,000 | 239 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,863,000 | 280 |
| 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 | $933,013,000 | 185 |
| Managed Assets ($) | $809,917,000 | 156 |
| Personal trust and agency accounts, managed assets | $340,566,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,848,000 | 90 |
| Employee benefit-defined benefit accounts, managed assets | $11,917,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $107,900,000 | 118 |
| Corporate trust and agency accounts, managed assets | $1,923,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $215,672,000 | 174 |
| Foundation and endowment trust and agency accounts, managed assets | $56,127,000 | 120 |
| Other fiduciary accounts, managed assets | $964,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $107,900,000 | 102 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $123,096,000 | 208 |
| Personal trust and agency accounts, non-managed assets | $248,000 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $64,275,000 | 136 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,943,000 | 83 |
| Other retirement accounts, non-managed assets | $3,886,000 | 240 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $12,221,000 | 94 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $1,523,000 | 70 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,812,000 | 228 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,886,000 | 275 |
| 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 | $937,498,000 | 180 |
| Managed Assets ($) | $819,356,000 | 154 |
| Personal trust and agency accounts, managed assets | $340,832,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $69,107,000 | 96 |
| Employee benefit-defined benefit accounts, managed assets | $12,966,000 | 157 |
| Other employee benefit and retirement-related accounts, managed assets | $113,149,000 | 104 |
| Corporate trust and agency accounts, managed assets | $1,898,000 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $224,307,000 | 170 |
| Foundation and endowment trust and agency accounts, managed assets | $56,122,000 | 125 |
| Other fiduciary accounts, managed assets | $975,000 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $113,149,000 | 93 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $118,142,000 | 219 |
| Personal trust and agency accounts, non-managed assets | $244,000 | 666 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $60,506,000 | 145 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,173,000 | 82 |
| Other retirement accounts, non-managed assets | $3,818,000 | 410 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $11,855,000 | 108 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $1,546,000 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,659,000 | 272 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,818,000 | 474 |
| 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 | $935,304,000 | 174 |
| Managed Assets ($) | $825,523,000 | 148 |
| Personal trust and agency accounts, managed assets | $342,939,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $63,500,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $12,155,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $113,114,000 | 101 |
| Corporate trust and agency accounts, managed assets | $1,833,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $248,308,000 | 160 |
| Foundation and endowment trust and agency accounts, managed assets | $42,717,000 | 131 |
| Other fiduciary accounts, managed assets | $957,000 | 85 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $112,768,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $109,781,000 | 210 |
| Personal trust and agency accounts, non-managed assets | $241,000 | 302 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $58,534,000 | 135 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,373,000 | 84 |
| Other retirement accounts, non-managed assets | $3,439,000 | 243 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $7,785,000 | 101 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $1,409,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $58,426,000 | 229 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,439,000 | 281 |
| 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 | $913,013,000 | 172 |
| Managed Assets ($) | $808,816,000 | 146 |
| Personal trust and agency accounts, managed assets | $337,773,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $60,015,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $11,974,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $110,341,000 | 99 |
| Corporate trust and agency accounts, managed assets | $1,773,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $245,926,000 | 157 |
| Foundation and endowment trust and agency accounts, managed assets | $40,028,000 | 134 |
| Other fiduciary accounts, managed assets | $986,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $110,008,000 | 87 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $104,197,000 | 215 |
| Personal trust and agency accounts, non-managed assets | $257,000 | 306 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,322,000 | 137 |
| Employee benefit-defined benefit accounts, non-managed Assets | $37,090,000 | 84 |
| Other retirement accounts, non-managed assets | $3,282,000 | 243 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $6,813,000 | 104 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $1,433,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,387,000 | 277 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,282,000 | 281 |
| 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 | $902,025,000 | 176 |
| Managed Assets ($) | $834,378,000 | 141 |
| Personal trust and agency accounts, managed assets | $333,576,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,467,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $49,609,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $108,628,000 | 101 |
| Corporate trust and agency accounts, managed assets | $1,764,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $245,225,000 | 158 |
| Foundation and endowment trust and agency accounts, managed assets | $39,090,000 | 138 |
| Other fiduciary accounts, managed assets | $1,019,000 | 84 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $108,298,000 | 89 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $67,647,000 | 257 |
| Personal trust and agency accounts, non-managed assets | $232,000 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $54,163,000 | 144 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $4,652,000 | 224 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $7,101,000 | 102 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $1,499,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,760,000 | 277 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,652,000 | 260 |
| 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 | $861,812,000 | 177 |
| Managed Assets ($) | $804,033,000 | 143 |
| Personal trust and agency accounts, managed assets | $326,359,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,351,000 | 116 |
| Employee benefit-defined benefit accounts, managed assets | $47,295,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $104,107,000 | 99 |
| Corporate trust and agency accounts, managed assets | $1,664,000 | 97 |
| Investment management and investment advisory agency accounts, managed assets | $237,642,000 | 155 |
| Foundation and endowment trust and agency accounts, managed assets | $39,645,000 | 137 |
| Other fiduciary accounts, managed assets | $970,000 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $103,791,000 | 85 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $57,779,000 | 312 |
| Personal trust and agency accounts, non-managed assets | $237,000 | 693 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $44,011,000 | 165 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
| Other retirement accounts, non-managed assets | $4,584,000 | 376 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $7,441,000 | 145 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $1,506,000 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,476,000 | 390 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,584,000 | 447 |
| 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 | $845,720,000 | 178 |
| Managed Assets ($) | $789,098,000 | 142 |
| Personal trust and agency accounts, managed assets | $316,991,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,807,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $46,027,000 | 95 |
| Other employee benefit and retirement-related accounts, managed assets | $103,215,000 | 99 |
| Corporate trust and agency accounts, managed assets | $1,649,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $235,963,000 | 154 |
| Foundation and endowment trust and agency accounts, managed assets | $39,414,000 | 131 |
| Other fiduciary accounts, managed assets | $1,032,000 | 79 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $102,912,000 | 86 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $56,622,000 | 261 |
| Personal trust and agency accounts, non-managed assets | $248,000 | 293 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $42,553,000 | 148 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $4,599,000 | 218 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $7,566,000 | 104 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $1,656,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,716,000 | 268 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,599,000 | 249 |
| 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 | $821,217,000 | 173 |
| Managed Assets ($) | $767,494,000 | 139 |
| Personal trust and agency accounts, managed assets | $312,070,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,053,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $44,069,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $98,226,000 | 98 |
| Corporate trust and agency accounts, managed assets | $1,576,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $229,841,000 | 152 |
| Foundation and endowment trust and agency accounts, managed assets | $38,636,000 | 129 |
| Other fiduciary accounts, managed assets | $1,023,000 | 79 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $97,894,000 | 85 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $53,723,000 | 261 |
| Personal trust and agency accounts, non-managed assets | $246,000 | 297 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $40,125,000 | 154 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $4,501,000 | 218 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $7,251,000 | 97 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $1,600,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,933,000 | 272 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,501,000 | 246 |
| 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 | $825,400,000 | 171 |
| Managed Assets ($) | $772,382,000 | 140 |
| Personal trust and agency accounts, managed assets | $314,298,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,612,000 | 119 |
| Employee benefit-defined benefit accounts, managed assets | $45,104,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $99,065,000 | 100 |
| Corporate trust and agency accounts, managed assets | $1,606,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $230,278,000 | 153 |
| Foundation and endowment trust and agency accounts, managed assets | $38,404,000 | 133 |
| Other fiduciary accounts, managed assets | $1,015,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $98,732,000 | 87 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $53,018,000 | 260 |
| Personal trust and agency accounts, non-managed assets | $256,000 | 295 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,303,000 | 154 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 149 |
| Other retirement accounts, non-managed assets | $4,884,000 | 215 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $9,313,000 | 93 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $1,262,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,211,000 | 277 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,884,000 | 245 |
| 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 | $794,907,000 | 173 |
| Managed Assets ($) | $742,828,000 | 142 |
| Personal trust and agency accounts, managed assets | $309,251,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,665,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $42,466,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $92,751,000 | 99 |
| Corporate trust and agency accounts, managed assets | $1,477,000 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $223,277,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | $34,969,000 | 133 |
| Other fiduciary accounts, managed assets | $972,000 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $92,455,000 | 87 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $52,079,000 | 308 |
| Personal trust and agency accounts, non-managed assets | $241,000 | 684 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,117,000 | 164 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 200 |
| Other retirement accounts, non-managed assets | $4,896,000 | 357 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $8,667,000 | 128 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $1,158,000 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,002,000 | 382 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,896,000 | 432 |
| 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 | $750,184,000 | 176 |
| Managed Assets ($) | $702,672,000 | 144 |
| Personal trust and agency accounts, managed assets | $289,817,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,193,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $41,191,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $87,769,000 | 103 |
| Corporate trust and agency accounts, managed assets | $1,379,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $214,634,000 | 148 |
| Foundation and endowment trust and agency accounts, managed assets | $32,753,000 | 131 |
| Other fiduciary accounts, managed assets | $936,000 | 75 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $87,494,000 | 89 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $47,512,000 | 257 |
| Personal trust and agency accounts, non-managed assets | $242,000 | 299 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $33,964,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $4,716,000 | 217 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $7,750,000 | 85 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $840,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,285,000 | 276 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,716,000 | 235 |
| 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 | $819,821,000 | 171 |
| Managed Assets ($) | $762,470,000 | 142 |
| Personal trust and agency accounts, managed assets | $301,023,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,868,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $46,022,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $97,631,000 | 103 |
| Corporate trust and agency accounts, managed assets | $2,006,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $239,963,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | $37,903,000 | 125 |
| Other fiduciary accounts, managed assets | $1,054,000 | 76 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $97,329,000 | 89 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $57,351,000 | 252 |
| Personal trust and agency accounts, non-managed assets | $215,000 | 307 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $38,210,000 | 155 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $4,809,000 | 222 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $13,278,000 | 71 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $839,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,432,000 | 275 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,809,000 | 242 |
| 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 | $826,645,000 | 174 |
| Managed Assets ($) | $771,520,000 | 142 |
| Personal trust and agency accounts, managed assets | $303,882,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,440,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $46,426,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $98,729,000 | 98 |
| Corporate trust and agency accounts, managed assets | $1,998,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $244,859,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | $38,104,000 | 119 |
| Other fiduciary accounts, managed assets | $1,082,000 | 76 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $98,432,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $55,125,000 | 252 |
| Personal trust and agency accounts, non-managed assets | $211,000 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,551,000 | 155 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $4,824,000 | 221 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $11,669,000 | 69 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $870,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,535,000 | 277 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,823,000 | 242 |
| 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 | $811,027,000 | 178 |
| Managed Assets ($) | $757,895,000 | 143 |
| Personal trust and agency accounts, managed assets | $301,332,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,638,000 | 142 |
| Employee benefit-defined benefit accounts, managed assets | $44,874,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $97,562,000 | 98 |
| Corporate trust and agency accounts, managed assets | $1,905,000 | 108 |
| Investment management and investment advisory agency accounts, managed assets | $238,540,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | $36,951,000 | 122 |
| Other fiduciary accounts, managed assets | $1,093,000 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $97,277,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $53,132,000 | 306 |
| Personal trust and agency accounts, non-managed assets | $209,000 | 737 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,854,000 | 174 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
| Other retirement accounts, non-managed assets | $4,804,000 | 365 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $9,990,000 | 106 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $1,275,000 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,806,000 | 403 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,804,000 | 435 |
| 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 | $770,459,000 | 182 |
| Managed Assets ($) | $721,703,000 | 144 |
| Personal trust and agency accounts, managed assets | $290,451,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,914,000 | 134 |
| Employee benefit-defined benefit accounts, managed assets | $42,310,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $93,287,000 | 99 |
| Corporate trust and agency accounts, managed assets | $1,858,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $223,634,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | $35,191,000 | 113 |
| Other fiduciary accounts, managed assets | $1,058,000 | 76 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $93,028,000 | 81 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $48,756,000 | 262 |
| Personal trust and agency accounts, non-managed assets | $207,000 | 301 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $34,126,000 | 160 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
| Other retirement accounts, non-managed assets | $4,686,000 | 214 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $8,586,000 | 74 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $1,151,000 | 66 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,815,000 | 279 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,686,000 | 239 |
| 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 | $716,848,000 | 181 |
| Managed Assets ($) | $670,321,000 | 144 |
| Personal trust and agency accounts, managed assets | $262,907,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,158,000 | 138 |
| Employee benefit-defined benefit accounts, managed assets | $39,367,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $88,021,000 | 95 |
| Corporate trust and agency accounts, managed assets | $1,700,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $214,181,000 | 144 |
| Foundation and endowment trust and agency accounts, managed assets | $32,959,000 | 110 |
| Other fiduciary accounts, managed assets | $1,028,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $87,782,000 | 79 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $46,527,000 | 265 |
| Personal trust and agency accounts, non-managed assets | $206,000 | 306 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $32,499,000 | 160 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $5,352,000 | 201 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $6,998,000 | 77 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $1,472,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,515,000 | 279 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,352,000 | 223 |
| 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 | $741,488,000 | 182 |
| Managed Assets ($) | $686,858,000 | 147 |
| Personal trust and agency accounts, managed assets | $269,062,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,575,000 | 139 |
| Employee benefit-defined benefit accounts, managed assets | $43,249,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $91,829,000 | 94 |
| Corporate trust and agency accounts, managed assets | $1,791,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $214,419,000 | 151 |
| Foundation and endowment trust and agency accounts, managed assets | $35,812,000 | 113 |
| Other fiduciary accounts, managed assets | $1,121,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $91,576,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $54,630,000 | 261 |
| Personal trust and agency accounts, non-managed assets | $213,000 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $39,673,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $5,732,000 | 196 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $7,399,000 | 72 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $1,613,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,933,000 | 285 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,732,000 | 215 |
| 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 | $724,959,000 | 188 |
| Managed Assets ($) | $670,976,000 | 147 |
| Personal trust and agency accounts, managed assets | $267,252,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,389,000 | 155 |
| Employee benefit-defined benefit accounts, managed assets | $42,007,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $88,131,000 | 96 |
| Corporate trust and agency accounts, managed assets | $1,713,000 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $207,782,000 | 152 |
| Foundation and endowment trust and agency accounts, managed assets | $34,482,000 | 113 |
| Other fiduciary accounts, managed assets | $1,220,000 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $87,889,000 | 78 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $53,983,000 | 310 |
| Personal trust and agency accounts, non-managed assets | $166,000 | 778 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $38,693,000 | 168 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
| Other retirement accounts, non-managed assets | $7,398,000 | 288 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $6,795,000 | 113 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $931,000 | 104 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,290,000 | 404 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,398,000 | 349 |
| 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 | $702,080,000 | 189 |
| Managed Assets ($) | $656,607,000 | 152 |
| Personal trust and agency accounts, managed assets | $283,102,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,686,000 | 148 |
| Employee benefit-defined benefit accounts, managed assets | $41,279,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $85,745,000 | 91 |
| Corporate trust and agency accounts, managed assets | $1,713,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $217,837,000 | 154 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,245,000 | 80 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $45,473,000 | 259 |
| Personal trust and agency accounts, non-managed assets | $180,000 | 310 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,893,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $7,234,000 | 179 |
| 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 | $1,166,000 | 85 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $35,761,000 | 268 |
| 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 | $657,920,000 | 191 |
| Managed Assets ($) | $614,551,000 | 152 |
| Personal trust and agency accounts, managed assets | $265,880,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,443,000 | 154 |
| Employee benefit-defined benefit accounts, managed assets | $36,945,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $79,744,000 | 91 |
| Corporate trust and agency accounts, managed assets | $1,531,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $205,729,000 | 157 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,279,000 | 81 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $43,369,000 | 259 |
| Personal trust and agency accounts, non-managed assets | $180,000 | 318 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $34,833,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $6,869,000 | 186 |
| 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 | $1,487,000 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,299,000 | 275 |
| 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 | $632,455,000 | 190 |
| Managed Assets ($) | $589,670,000 | 151 |
| Personal trust and agency accounts, managed assets | $266,853,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,449,000 | 152 |
| Employee benefit-defined benefit accounts, managed assets | $33,631,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $73,043,000 | 92 |
| Corporate trust and agency accounts, managed assets | $1,453,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $191,213,000 | 164 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,028,000 | 85 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $42,785,000 | 259 |
| Personal trust and agency accounts, non-managed assets | $189,000 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $35,050,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $6,460,000 | 185 |
| 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 | $1,086,000 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,798,000 | 283 |
| 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 | $650,785,000 | 196 |
| Managed Assets ($) | $605,174,000 | 155 |
| Personal trust and agency accounts, managed assets | $269,474,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,966,000 | 170 |
| Employee benefit-defined benefit accounts, managed assets | $34,793,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $76,112,000 | 93 |
| Corporate trust and agency accounts, managed assets | $1,467,000 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $197,819,000 | 165 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,543,000 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $45,611,000 | 332 |
| Personal trust and agency accounts, non-managed assets | $181,000 | 787 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,334,000 | 172 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $6,568,000 | 321 |
| 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 | $1,528,000 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,342,000 | 374 |
| 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 | $694,977,000 | 197 |
| Managed Assets ($) | $640,017,000 | 156 |
| Personal trust and agency accounts, managed assets | $279,543,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,277,000 | 154 |
| Employee benefit-defined benefit accounts, managed assets | $40,839,000 | 90 |
| Other employee benefit and retirement-related accounts, managed assets | $83,982,000 | 95 |
| Corporate trust and agency accounts, managed assets | $1,675,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $204,932,000 | 171 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,769,000 | 85 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $54,960,000 | 269 |
| Personal trust and agency accounts, non-managed assets | $195,000 | 337 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $45,822,000 | 155 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $7,294,000 | 200 |
| 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 | $1,649,000 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,799,000 | 286 |
| 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 | $731,343,000 | 201 |
| Managed Assets ($) | $668,613,000 | 159 |
| Personal trust and agency accounts, managed assets | $290,121,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,597,000 | 162 |
| Employee benefit-defined benefit accounts, managed assets | $43,864,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $89,668,000 | 96 |
| Corporate trust and agency accounts, managed assets | $1,579,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $213,227,000 | 173 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,557,000 | 89 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $62,730,000 | 259 |
| Personal trust and agency accounts, non-managed assets | $209,000 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $53,211,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $7,918,000 | 200 |
| 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 | $1,392,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,579,000 | 292 |
| 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 | $734,764,000 | 209 |
| Managed Assets ($) | $672,226,000 | 164 |
| Personal trust and agency accounts, managed assets | $286,518,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,608,000 | 164 |
| Employee benefit-defined benefit accounts, managed assets | $43,991,000 | 95 |
| Other employee benefit and retirement-related accounts, managed assets | $91,326,000 | 94 |
| Corporate trust and agency accounts, managed assets | $1,668,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $218,128,000 | 174 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,987,000 | 88 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $62,538,000 | 263 |
| Personal trust and agency accounts, non-managed assets | $209,000 | 342 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $52,636,000 | 157 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $7,969,000 | 195 |
| 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 | $1,724,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $40,280,000 | 297 |
| 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 | $754,408,000 | 208 |
| Managed Assets ($) | $687,981,000 | 162 |
| Personal trust and agency accounts, managed assets | $295,649,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,920,000 | 184 |
| Employee benefit-defined benefit accounts, managed assets | $46,177,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $94,945,000 | 86 |
| Corporate trust and agency accounts, managed assets | $1,694,000 | 127 |
| Investment management and investment advisory agency accounts, managed assets | $220,596,000 | 174 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $66,427,000 | 311 |
| Personal trust and agency accounts, non-managed assets | $209,000 | 815 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $56,944,000 | 163 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $7,526,000 | 321 |
| 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 | $1,748,000 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $42,001,000 | 369 |
| 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 | $759,190,000 | 208 |
| Managed Assets ($) | $691,866,000 | 162 |
| Personal trust and agency accounts, managed assets | $299,457,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,265,000 | 173 |
| Employee benefit-defined benefit accounts, managed assets | $47,183,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $94,887,000 | 88 |
| Corporate trust and agency accounts, managed assets | $1,735,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $220,339,000 | 171 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $67,324,000 | 253 |
| Personal trust and agency accounts, non-managed assets | $0 | 344 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,348,000 | 154 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
| Other retirement accounts, non-managed assets | $8,198,000 | 190 |
| 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 | $1,778,000 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $45,441,000 | 286 |
| 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 | $738,156,000 | 217 |
| Managed Assets ($) | $675,599,000 | 170 |
| Personal trust and agency accounts, managed assets | $301,111,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,833,000 | 176 |
| Employee benefit-defined benefit accounts, managed assets | $44,543,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $92,535,000 | 90 |
| Corporate trust and agency accounts, managed assets | $1,674,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $207,903,000 | 181 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $62,557,000 | 263 |
| Personal trust and agency accounts, non-managed assets | $0 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $52,678,000 | 160 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $8,097,000 | 199 |
| 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 | $1,782,000 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,421,000 | 317 |
| 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 | $715,455,000 | 217 |
| Managed Assets ($) | $656,356,000 | 170 |
| Personal trust and agency accounts, managed assets | $298,431,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,250,000 | 175 |
| Employee benefit-defined benefit accounts, managed assets | $42,447,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $88,291,000 | 90 |
| Corporate trust and agency accounts, managed assets | $1,631,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $199,306,000 | 179 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $59,099,000 | 267 |
| Personal trust and agency accounts, non-managed assets | $0 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $49,582,000 | 160 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $7,819,000 | 198 |
| 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 | $1,698,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,810,000 | 314 |
| 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 | $713,761,000 | 219 |
| Managed Assets ($) | $654,005,000 | 171 |
| Personal trust and agency accounts, managed assets | $299,564,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,077,000 | 138 |
| Employee benefit-defined benefit accounts, managed assets | $15,885,000 | 159 |
| Other employee benefit and retirement-related accounts, managed assets | $85,709,000 | 93 |
| Corporate trust and agency accounts, managed assets | $1,587,000 | 142 |
| Investment management and investment advisory agency accounts, managed assets | $200,183,000 | 178 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $59,756,000 | 320 |
| Personal trust and agency accounts, non-managed assets | $0 | 983 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,086,000 | 172 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $7,814,000 | 310 |
| 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 | $1,856,000 | 112 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,304,000 | 480 |
| 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 | $698,574,000 | 223 |
| Managed Assets ($) | $641,527,000 | 177 |
| Personal trust and agency accounts, managed assets | $300,203,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $48,952,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $18,522,000 | 143 |
| Other employee benefit and retirement-related accounts, managed assets | $81,510,000 | 100 |
| Corporate trust and agency accounts, managed assets | $1,549,000 | 73 |
| Investment management and investment advisory agency accounts, managed assets | $190,791,000 | 187 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $57,047,000 | 270 |
| Personal trust and agency accounts, non-managed assets | $0 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,547,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $7,719,000 | 199 |
| 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 | $1,781,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,863,000 | 304 |
| 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 | $683,318,000 | 229 |
| Managed Assets ($) | $629,867,000 | 184 |
| Personal trust and agency accounts, managed assets | $295,388,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,377,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $18,990,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $77,350,000 | 106 |
| Corporate trust and agency accounts, managed assets | $230,000 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $191,532,000 | 187 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $53,451,000 | 279 |
| Personal trust and agency accounts, non-managed assets | $0 | 342 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $44,203,000 | 167 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $7,474,000 | 205 |
| 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 | $1,774,000 | 84 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,915,000 | 307 |
| 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 | $660,287,000 | 232 |
| Managed Assets ($) | $606,893,000 | 185 |
| Personal trust and agency accounts, managed assets | $266,605,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,032,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $19,544,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $77,699,000 | 102 |
| Corporate trust and agency accounts, managed assets | $239,000 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $196,774,000 | 179 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $53,394,000 | 281 |
| Personal trust and agency accounts, non-managed assets | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $44,666,000 | 171 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $6,965,000 | 212 |
| 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 | $1,763,000 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,372,000 | 314 |
| 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 | $655,825,000 | 231 |
| Managed Assets ($) | $601,685,000 | 186 |
| Personal trust and agency accounts, managed assets | $259,981,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,815,000 | 154 |
| Employee benefit-defined benefit accounts, managed assets | $17,895,000 | 159 |
| Other employee benefit and retirement-related accounts, managed assets | $73,850,000 | 99 |
| Corporate trust and agency accounts, managed assets | $202,000 | 219 |
| Investment management and investment advisory agency accounts, managed assets | $206,942,000 | 172 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $54,140,000 | 335 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,012 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $45,727,000 | 186 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $6,772,000 | 330 |
| 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 | $1,641,000 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,088,000 | 483 |
| 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 | $641,611,000 | 228 |
| Managed Assets ($) | $600,590,000 | 185 |
| Personal trust and agency accounts, managed assets | $254,481,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,984,000 | 135 |
| Employee benefit-defined benefit accounts, managed assets | $17,660,000 | 150 |
| Other employee benefit and retirement-related accounts, managed assets | $73,915,000 | 93 |
| Corporate trust and agency accounts, managed assets | $237,000 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $207,101,000 | 168 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $212,000 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $41,021,000 | 290 |
| Personal trust and agency accounts, non-managed assets | $0 | 337 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $32,757,000 | 186 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
| Other retirement accounts, non-managed assets | $6,713,000 | 204 |
| 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 | $1,551,000 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,380,000 | 325 |
| 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 | $616,978,000 | 228 |
| Managed Assets ($) | $577,036,000 | 186 |
| Personal trust and agency accounts, managed assets | $248,640,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,994,000 | 138 |
| Employee benefit-defined benefit accounts, managed assets | $17,274,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $71,915,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $193,168,000 | 172 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $45,000 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,942,000 | 296 |
| Personal trust and agency accounts, non-managed assets | $1,158,000 | 304 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $30,423,000 | 189 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $6,492,000 | 210 |
| 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 | $1,869,000 | 90 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,236,000 | 337 |
| 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 | $612,470,000 | 233 |
| Managed Assets ($) | $571,895,000 | 189 |
| Personal trust and agency accounts, managed assets | $258,052,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,547,000 | 141 |
| Employee benefit-defined benefit accounts, managed assets | $16,682,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $67,274,000 | 99 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $183,292,000 | 176 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $48,000 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $40,575,000 | 299 |
| Personal trust and agency accounts, non-managed assets | $1,135,000 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,120,000 | 189 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $6,396,000 | 213 |
| Corporate trust and agency accounts, non-managed assets | $75,000 | 169 |
| 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 | $1,849,000 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,359,000 | 334 |
| 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 | $630,819,000 | 231 |
| Managed Assets ($) | $589,164,000 | 183 |
| Personal trust and agency accounts, managed assets | $270,740,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,177,000 | 156 |
| Employee benefit-defined benefit accounts, managed assets | $17,349,000 | 157 |
| Other employee benefit and retirement-related accounts, managed assets | $67,906,000 | 102 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $186,847,000 | 175 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $145,000 | 252 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $41,655,000 | 373 |
| Personal trust and agency accounts, non-managed assets | $1,155,000 | 593 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $32,048,000 | 210 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $6,531,000 | 339 |
| Corporate trust and agency accounts, non-managed assets | $75,000 | 314 |
| 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 | $1,846,000 | 129 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,690,000 | 513 |
| 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 | $605,564,000 | 230 |
| Managed Assets ($) | $571,146,000 | 180 |
| Personal trust and agency accounts, managed assets | $264,904,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,465,000 | 136 |
| Employee benefit-defined benefit accounts, managed assets | $15,580,000 | 150 |
| Other employee benefit and retirement-related accounts, managed assets | $65,613,000 | 98 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $176,492,000 | 174 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,092,000 | 91 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,418,000 | 302 |
| Personal trust and agency accounts, non-managed assets | $1,087,000 | 301 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,908,000 | 203 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $6,617,000 | 211 |
| Corporate trust and agency accounts, non-managed assets | $75,000 | 166 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,731,000 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,122,000 | 333 |
| 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 | $603,096,000 | 232 |
| Managed Assets ($) | $568,696,000 | 181 |
| Personal trust and agency accounts, managed assets | $264,212,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $49,463,000 | 134 |
| Employee benefit-defined benefit accounts, managed assets | $15,542,000 | 153 |
| Other employee benefit and retirement-related accounts, managed assets | $65,703,000 | 97 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $173,324,000 | 174 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $452,000 | 98 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,400,000 | 309 |
| Personal trust and agency accounts, non-managed assets | $1,108,000 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,807,000 | 205 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $6,670,000 | 211 |
| Corporate trust and agency accounts, non-managed assets | $75,000 | 176 |
| 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 | $1,740,000 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,280,000 | 332 |
| 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 | $617,896,000 | 233 |
| Managed Assets ($) | $583,283,000 | 181 |
| Personal trust and agency accounts, managed assets | $275,189,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,790,000 | 142 |
| Employee benefit-defined benefit accounts, managed assets | $19,628,000 | 143 |
| Other employee benefit and retirement-related accounts, managed assets | $65,794,000 | 94 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $174,846,000 | 173 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $36,000 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,613,000 | 311 |
| Personal trust and agency accounts, non-managed assets | $1,117,000 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,027,000 | 204 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $6,679,000 | 211 |
| 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 | $1,790,000 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,840,000 | 343 |
| 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 | $617,328,000 | 237 |
| Managed Assets ($) | $582,974,000 | 183 |
| Personal trust and agency accounts, managed assets | $284,411,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $48,144,000 | 148 |
| Employee benefit-defined benefit accounts, managed assets | $19,428,000 | 155 |
| Other employee benefit and retirement-related accounts, managed assets | $64,493,000 | 99 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $166,465,000 | 170 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $33,000 | 301 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,354,000 | 419 |
| Personal trust and agency accounts, non-managed assets | $1,102,000 | 619 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,612,000 | 239 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $6,554,000 | 341 |
| 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 | $2,086,000 | 137 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,540,000 | 523 |
| 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 | $564,063,000 | 247 |
| Managed Assets ($) | $532,867,000 | 193 |
| Personal trust and agency accounts, managed assets | $278,099,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,506,000 | 148 |
| Employee benefit-defined benefit accounts, managed assets | $17,779,000 | 153 |
| Other employee benefit and retirement-related accounts, managed assets | $61,060,000 | 104 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $130,357,000 | 198 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $66,000 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $31,196,000 | 325 |
| Personal trust and agency accounts, non-managed assets | $1,010,000 | 323 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,216,000 | 219 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $6,112,000 | 227 |
| 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 | $1,858,000 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,895,000 | 352 |
| 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 | $611,202,000 | 245 |
| Managed Assets ($) | $586,177,000 | 184 |
| Personal trust and agency accounts, managed assets | $274,523,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $114,214,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $17,386,000 | 156 |
| Other employee benefit and retirement-related accounts, managed assets | $56,416,000 | 107 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $123,569,000 | 198 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $69,000 | 140 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,025,000 | 337 |
| Personal trust and agency accounts, non-managed assets | $899,000 | 332 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,527,000 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $5,977,000 | 227 |
| 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 | $1,622,000 | 111 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,999,000 | 358 |
| 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 | $448,834,000 | 272 |
| Managed Assets ($) | $426,928,000 | 208 |
| Personal trust and agency accounts, managed assets | $236,548,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,829,000 | 190 |
| Employee benefit-defined benefit accounts, managed assets | $15,435,000 | 161 |
| Other employee benefit and retirement-related accounts, managed assets | $39,721,000 | 136 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $106,182,000 | 208 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $213,000 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,906,000 | 352 |
| Personal trust and agency accounts, non-managed assets | $807,000 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,511,000 | 248 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $5,106,000 | 236 |
| 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 | $1,482,000 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,111,000 | 373 |
| 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 | $487,979,000 | 263 |
| Managed Assets ($) | $462,706,000 | 202 |
| Personal trust and agency accounts, managed assets | $257,525,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,402,000 | 201 |
| Employee benefit-defined benefit accounts, managed assets | $15,541,000 | 172 |
| Other employee benefit and retirement-related accounts, managed assets | $40,719,000 | 139 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $119,410,000 | 200 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $109,000 | 292 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,273,000 | 465 |
| Personal trust and agency accounts, non-managed assets | $824,000 | 689 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,001,000 | 266 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $4,850,000 | 369 |
| 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 | $1,598,000 | 147 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,361,000 | 589 |
| 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 | $521,528,000 | 241 |
| Managed Assets ($) | $444,850,000 | 204 |
| Personal trust and agency accounts, managed assets | $252,186,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,099,000 | 200 |
| Employee benefit-defined benefit accounts, managed assets | $16,402,000 | 167 |
| Other employee benefit and retirement-related accounts, managed assets | $42,861,000 | 124 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $102,302,000 | 204 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $76,678,000 | 275 |
| Personal trust and agency accounts, non-managed assets | $974,000 | 632 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $69,306,000 | 127 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $5,425,000 | 351 |
| 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 | $973,000 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,391,000 | 474 |
| 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 |