Home > Renasant Bank > Total Fiduciary and Related Assets
Renasant Bank, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,590,607,000 | 157 |
| Managed Assets ($) | $1,027,257,000 | 204 |
| Personal trust and agency accounts, managed assets | $301,639,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $563,892,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $67,755,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $12,381,000 | 438 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $67,554,000 | 380 |
| Foundation and endowment trust and agency accounts, managed assets | $14,036,000 | 303 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $12,381,000 | 430 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $1,563,350,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $1,053,966,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $406,869,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $25,138,000 | 137 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $77,377,000 | 59 |
| 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 | $87,583,000 | 260 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,138,000 | 159 |
| 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 | $2,514,508,000 | 154 |
| Managed Assets ($) | $957,967,000 | 208 |
| Personal trust and agency accounts, managed assets | $255,445,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $537,309,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $59,857,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $11,302,000 | 299 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $81,489,000 | 285 |
| Foundation and endowment trust and agency accounts, managed assets | $12,565,000 | 240 |
| 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 | $11,302,000 | 301 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,556,541,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $1,079,349,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $389,684,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $23,891,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $63,617,000 | 58 |
| 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 | $82,321,000 | 224 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,891,000 | 119 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,563,595,000 | 150 |
| Managed Assets ($) | $973,112,000 | 203 |
| Personal trust and agency accounts, managed assets | $248,909,000 | 235 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $544,822,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $63,390,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $11,810,000 | 359 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $91,244,000 | 323 |
| Foundation and endowment trust and agency accounts, managed assets | $12,937,000 | 273 |
| Other fiduciary accounts, managed assets | $0 | 152 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $11,810,000 | 363 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,590,483,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $1,082,585,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $418,532,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $24,762,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $64,604,000 | 59 |
| 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 | $80,179,000 | 242 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,762,000 | 133 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,561,555,000 | 156 |
| Managed Assets ($) | $985,277,000 | 210 |
| Personal trust and agency accounts, managed assets | $261,853,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $548,157,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $61,838,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $11,699,000 | 304 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $90,119,000 | 284 |
| Foundation and endowment trust and agency accounts, managed assets | $11,611,000 | 246 |
| Other fiduciary accounts, managed assets | $0 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $11,699,000 | 295 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,576,278,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $1,072,897,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $410,190,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $25,302,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $67,889,000 | 55 |
| 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 | $84,083,000 | 227 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,302,000 | 121 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,428,700,000 | 161 |
| Managed Assets ($) | $881,742,000 | 222 |
| Personal trust and agency accounts, managed assets | $235,009,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $476,864,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $59,310,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $11,332,000 | 449 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $87,686,000 | 351 |
| Foundation and endowment trust and agency accounts, managed assets | $11,541,000 | 325 |
| Other fiduciary accounts, managed assets | $0 | 208 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $11,332,000 | 430 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $1,546,958,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $1,063,381,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $388,909,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $26,659,000 | 122 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $68,009,000 | 64 |
| 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 | $79,754,000 | 274 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,659,000 | 157 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,410,689,000 | 157 |
| Managed Assets ($) | $829,046,000 | 218 |
| Personal trust and agency accounts, managed assets | $228,698,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $434,082,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $58,363,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $11,225,000 | 317 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $81,875,000 | 300 |
| Foundation and endowment trust and agency accounts, managed assets | $14,803,000 | 246 |
| Other fiduciary accounts, managed assets | $0 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $11,225,000 | 308 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,581,643,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $1,053,174,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $405,575,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $42,735,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $80,159,000 | 53 |
| 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 | $100,560,000 | 212 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,735,000 | 168 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,491,368,000 | 130 |
| Managed Assets ($) | $855,204,000 | 188 |
| Personal trust and agency accounts, managed assets | $237,234,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $433,904,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $62,181,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $23,059,000 | 315 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $83,160,000 | 324 |
| Foundation and endowment trust and agency accounts, managed assets | $15,227,000 | 253 |
| Other fiduciary accounts, managed assets | $439,000 | 90 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $11,530,000 | 346 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,636,164,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $1,046,855,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $441,370,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $47,250,000 | 77 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $100,689,000 | 46 |
| 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 | $95,448,000 | 211 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $47,250,000 | 81 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,700,457,000 | 133 |
| Managed Assets ($) | $1,001,014,000 | 182 |
| Personal trust and agency accounts, managed assets | $254,916,000 | 199 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $496,445,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $68,558,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $18,793,000 | 277 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $142,259,000 | 247 |
| Foundation and endowment trust and agency accounts, managed assets | $17,325,000 | 224 |
| Other fiduciary accounts, managed assets | $2,718,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $18,793,000 | 272 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,699,443,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $1,054,080,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $467,570,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $62,223,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $115,570,000 | 38 |
| 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 | $63,629,000 | 221 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $62,223,000 | 64 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,740,038,000 | 133 |
| Managed Assets ($) | $1,019,114,000 | 186 |
| Personal trust and agency accounts, managed assets | $234,543,000 | 235 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $520,862,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $74,568,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $20,192,000 | 382 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $148,806,000 | 274 |
| Foundation and endowment trust and agency accounts, managed assets | $18,143,000 | 278 |
| Other fiduciary accounts, managed assets | $2,000,000 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $20,192,000 | 366 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $1,720,924,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $1,031,289,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $465,019,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
| Other retirement accounts, non-managed assets | $92,330,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $132,286,000 | 41 |
| 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 | $61,456,000 | 279 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $92,330,000 | 59 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,793,815,000 | 129 |
| Managed Assets ($) | $964,141,000 | 188 |
| Personal trust and agency accounts, managed assets | $212,680,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $493,274,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $72,395,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $19,855,000 | 275 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $148,150,000 | 240 |
| Foundation and endowment trust and agency accounts, managed assets | $17,787,000 | 219 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $19,855,000 | 268 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,829,674,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $1,033,977,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $523,639,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
| Other retirement accounts, non-managed assets | $97,322,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $468,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | $174,268,000 | 31 |
| 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 | $63,203,000 | 217 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $97,322,000 | 47 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,789,153,000 | 129 |
| Managed Assets ($) | $1,032,306,000 | 182 |
| Personal trust and agency accounts, managed assets | $210,741,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $472,737,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $72,942,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $19,520,000 | 322 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $240,170,000 | 212 |
| Foundation and endowment trust and agency accounts, managed assets | $16,196,000 | 245 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $19,520,000 | 315 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,756,847,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $1,028,666,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $454,974,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $112,334,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $160,872,000 | 34 |
| 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 | $69,496,000 | 235 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $112,334,000 | 49 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,633,261,000 | 131 |
| Managed Assets ($) | $885,428,000 | 191 |
| Personal trust and agency accounts, managed assets | $192,772,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $436,163,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $68,622,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $18,715,000 | 281 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $155,244,000 | 240 |
| Foundation and endowment trust and agency accounts, managed assets | $13,912,000 | 227 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $18,715,000 | 274 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,747,833,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $1,023,605,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $428,355,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $110,151,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $185,721,000 | 28 |
| 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 | $70,948,000 | 216 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $110,151,000 | 46 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,540,293,000 | 131 |
| Managed Assets ($) | $844,495,000 | 192 |
| Personal trust and agency accounts, managed assets | $187,796,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $400,357,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $70,130,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $18,256,000 | 394 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $154,429,000 | 261 |
| Foundation and endowment trust and agency accounts, managed assets | $13,527,000 | 288 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $18,256,000 | 377 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $1,695,798,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $1,019,327,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $387,584,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 148 |
| Other retirement accounts, non-managed assets | $107,415,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 191 |
| Investment management and advisory agency accounts, non-managed assets | $181,471,000 | 31 |
| 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 | $62,644,000 | 271 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $107,415,000 | 53 |
| 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 | $2,407,501,000 | 129 |
| Managed Assets ($) | $754,355,000 | 192 |
| Personal trust and agency accounts, managed assets | $170,515,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $338,454,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $65,674,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $18,026,000 | 281 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $150,531,000 | 236 |
| Foundation and endowment trust and agency accounts, managed assets | $11,155,000 | 228 |
| 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 | $18,026,000 | 273 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,653,146,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $1,007,306,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $379,425,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 122 |
| Other retirement accounts, non-managed assets | $99,465,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 102 |
| Investment management and advisory agency accounts, non-managed assets | $166,949,000 | 30 |
| 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 | $59,668,000 | 213 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $99,465,000 | 49 |
| 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 | $2,327,711,000 | 130 |
| Managed Assets ($) | $718,162,000 | 195 |
| Personal trust and agency accounts, managed assets | $165,577,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $311,961,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $63,730,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $18,095,000 | 321 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $147,762,000 | 248 |
| Foundation and endowment trust and agency accounts, managed assets | $11,037,000 | 249 |
| 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 | $18,095,000 | 310 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,609,549,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $1,005,733,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $342,278,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $93,756,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $167,781,000 | 29 |
| 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 | $67,847,000 | 222 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $93,756,000 | 51 |
| 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 | $2,203,620,000 | 127 |
| Managed Assets ($) | $649,510,000 | 195 |
| Personal trust and agency accounts, managed assets | $153,968,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $270,893,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $57,093,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $16,430,000 | 282 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $141,363,000 | 227 |
| Foundation and endowment trust and agency accounts, managed assets | $9,763,000 | 228 |
| 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 | $16,430,000 | 274 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,554,110,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $997,500,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $360,810,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $84,840,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $20,000 | 95 |
| Investment management and advisory agency accounts, non-managed assets | $110,940,000 | 37 |
| 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 | $71,168,000 | 201 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $84,840,000 | 53 |
| 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 | $2,331,598,000 | 128 |
| Managed Assets ($) | $719,464,000 | 199 |
| Personal trust and agency accounts, managed assets | $168,711,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $306,664,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $60,460,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $18,298,000 | 391 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $149,889,000 | 257 |
| Foundation and endowment trust and agency accounts, managed assets | $10,976,000 | 297 |
| Other fiduciary accounts, managed assets | $4,466,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $18,298,000 | 370 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $1,612,134,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $988,930,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $370,391,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $99,784,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 203 |
| Investment management and advisory agency accounts, non-managed assets | $153,028,000 | 31 |
| 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 | $69,989,000 | 253 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $99,784,000 | 55 |
| 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 | $2,238,839,000 | 130 |
| Managed Assets ($) | $662,286,000 | 207 |
| Personal trust and agency accounts, managed assets | $174,140,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $272,576,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $59,494,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $17,796,000 | 287 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $128,907,000 | 248 |
| Foundation and endowment trust and agency accounts, managed assets | $4,927,000 | 253 |
| Other fiduciary accounts, managed assets | $4,446,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $17,796,000 | 276 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,576,553,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $980,840,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $366,461,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 124 |
| Other retirement accounts, non-managed assets | $95,915,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $337,000 | 88 |
| Investment management and advisory agency accounts, non-managed assets | $133,000,000 | 35 |
| 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 | $89,156,000 | 195 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $95,915,000 | 50 |
| 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 | $2,197,821,000 | 130 |
| Managed Assets ($) | $634,828,000 | 216 |
| Personal trust and agency accounts, managed assets | $175,996,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $255,097,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $57,956,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $18,480,000 | 314 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $121,434,000 | 271 |
| Foundation and endowment trust and agency accounts, managed assets | $4,950,000 | 273 |
| Other fiduciary accounts, managed assets | $915,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $18,480,000 | 301 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,562,993,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $981,786,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $360,003,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 132 |
| Other retirement accounts, non-managed assets | $96,998,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $124,205,000 | 36 |
| 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 | $64,889,000 | 228 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $97,788,000 | 51 |
| 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 | $2,146,034,000 | 129 |
| Managed Assets ($) | $609,334,000 | 220 |
| Personal trust and agency accounts, managed assets | $177,978,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $230,615,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $54,520,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $17,594,000 | 316 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $122,514,000 | 269 |
| Foundation and endowment trust and agency accounts, managed assets | $4,105,000 | 278 |
| Other fiduciary accounts, managed assets | $2,008,000 | 77 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $17,594,000 | 306 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,536,700,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $981,269,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $339,313,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $97,788,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $28,000 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $118,302,000 | 37 |
| 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 | $54,091,000 | 234 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $97,788,000 | 48 |
| 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 | $2,062,309,000 | 127 |
| Managed Assets ($) | $563,841,000 | 223 |
| Personal trust and agency accounts, managed assets | $172,836,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $199,537,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $51,457,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $16,382,000 | 385 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $117,664,000 | 270 |
| Foundation and endowment trust and agency accounts, managed assets | $3,969,000 | 376 |
| Other fiduciary accounts, managed assets | $1,996,000 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $16,382,000 | 366 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $1,498,468,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $964,986,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $355,038,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $85,303,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 204 |
| Investment management and advisory agency accounts, non-managed assets | $93,140,000 | 42 |
| 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 | $55,591,000 | 271 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $91,968,000 | 49 |
| 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 | $2,069,546,000 | 129 |
| Managed Assets ($) | $567,421,000 | 226 |
| Personal trust and agency accounts, managed assets | $167,485,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $197,320,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $54,519,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $18,648,000 | 311 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $123,281,000 | 268 |
| Foundation and endowment trust and agency accounts, managed assets | $4,182,000 | 280 |
| Other fiduciary accounts, managed assets | $1,986,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $18,648,000 | 301 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,502,125,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $959,997,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $353,185,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $91,968,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $334,000 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $96,641,000 | 42 |
| 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 | $64,699,000 | 218 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $91,968,000 | 49 |
| 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 | $2,021,028,000 | 131 |
| Managed Assets ($) | $548,059,000 | 227 |
| Personal trust and agency accounts, managed assets | $166,019,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $179,499,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $53,148,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $13,854,000 | 325 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $118,474,000 | 270 |
| Foundation and endowment trust and agency accounts, managed assets | $5,082,000 | 273 |
| Other fiduciary accounts, managed assets | $11,983,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $13,854,000 | 317 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,472,969,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $957,174,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $349,120,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $83,409,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $169,000 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $83,097,000 | 46 |
| 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 | $64,931,000 | 221 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $83,409,000 | 53 |
| 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 | $1,979,235,000 | 136 |
| Managed Assets ($) | $501,330,000 | 234 |
| Personal trust and agency accounts, managed assets | $134,280,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $174,530,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $51,937,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $13,567,000 | 329 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $121,798,000 | 265 |
| Foundation and endowment trust and agency accounts, managed assets | $4,141,000 | 283 |
| Other fiduciary accounts, managed assets | $1,077,000 | 85 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $13,567,000 | 317 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,477,905,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $983,151,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $334,600,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $80,350,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $79,803,000 | 46 |
| 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 | $50,876,000 | 237 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $80,350,000 | 55 |
| 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 | $1,964,221,000 | 138 |
| Managed Assets ($) | $495,105,000 | 236 |
| Personal trust and agency accounts, managed assets | $124,312,000 | 286 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $172,729,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $52,936,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $14,832,000 | 406 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $124,791,000 | 269 |
| Foundation and endowment trust and agency accounts, managed assets | $4,355,000 | 374 |
| Other fiduciary accounts, managed assets | $1,150,000 | 136 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $14,832,000 | 385 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $1,469,116,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $982,831,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $326,915,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 163 |
| Other retirement accounts, non-managed assets | $82,729,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $76,641,000 | 46 |
| 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 | $54,581,000 | 274 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $82,729,000 | 57 |
| 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 | $1,920,828,000 | 137 |
| Managed Assets ($) | $451,130,000 | 252 |
| Personal trust and agency accounts, managed assets | $123,055,000 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $158,380,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $51,816,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $13,857,000 | 324 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $101,052,000 | 282 |
| Foundation and endowment trust and agency accounts, managed assets | $2,970,000 | 278 |
| 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 | $13,857,000 | 311 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,469,698,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $977,010,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $321,134,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $85,342,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $533,000 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $85,679,000 | 44 |
| 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 | $48,855,000 | 240 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $85,342,000 | 54 |
| 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 | $1,879,140,000 | 131 |
| Managed Assets ($) | $437,538,000 | 251 |
| Personal trust and agency accounts, managed assets | $121,398,000 | 273 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $142,484,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $51,156,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $13,238,000 | 328 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $106,314,000 | 278 |
| Foundation and endowment trust and agency accounts, managed assets | $2,948,000 | 278 |
| 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 | $13,238,000 | 314 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,441,602,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $974,353,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $301,017,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $82,913,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $209,000 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $83,110,000 | 43 |
| 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 | $47,607,000 | 242 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $82,913,000 | 55 |
| 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 | $1,981,034,000 | 126 |
| Managed Assets ($) | $604,357,000 | 206 |
| Personal trust and agency accounts, managed assets | $125,855,000 | 267 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $136,199,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $49,592,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $16,065,000 | 316 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $271,474,000 | 164 |
| Foundation and endowment trust and agency accounts, managed assets | $2,914,000 | 284 |
| Other fiduciary accounts, managed assets | $2,258,000 | 72 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $16,065,000 | 304 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,376,677,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $963,923,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $283,303,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $75,367,000 | 61 |
| Corporate trust and agency accounts, non-managed assets | $247,000 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $53,837,000 | 53 |
| 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 | $56,566,000 | 231 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $75,367,000 | 56 |
| 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 | $2,078,933,000 | 122 |
| Managed Assets ($) | $731,690,000 | 173 |
| Personal trust and agency accounts, managed assets | $133,666,000 | 269 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $128,468,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $177,640,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $16,090,000 | 375 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $270,712,000 | 162 |
| Foundation and endowment trust and agency accounts, managed assets | $2,858,000 | 390 |
| Other fiduciary accounts, managed assets | $2,256,000 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $16,090,000 | 354 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $1,347,243,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $957,059,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $260,406,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $73,928,000 | 61 |
| Corporate trust and agency accounts, non-managed assets | $206,000 | 181 |
| Investment management and advisory agency accounts, non-managed assets | $55,644,000 | 56 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,117,000 | 266 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $73,928,000 | 56 |
| 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 | $2,079,216,000 | 124 |
| Managed Assets ($) | $730,367,000 | 175 |
| Personal trust and agency accounts, managed assets | $132,248,000 | 259 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $113,343,000 | 70 |
| Employee benefit-defined benefit accounts, managed assets | $174,985,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $16,334,000 | 312 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $290,425,000 | 154 |
| Foundation and endowment trust and agency accounts, managed assets | $1,453,000 | 290 |
| Other fiduciary accounts, managed assets | $1,579,000 | 79 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $16,334,000 | 299 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,348,849,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $958,003,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $261,494,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 137 |
| Other retirement accounts, non-managed assets | $75,933,000 | 61 |
| Corporate trust and agency accounts, non-managed assets | $638,000 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $52,781,000 | 56 |
| 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 | $60,137,000 | 229 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $75,933,000 | 52 |
| 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 | $2,063,289,000 | 122 |
| Managed Assets ($) | $730,968,000 | 178 |
| Personal trust and agency accounts, managed assets | $131,396,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $95,349,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $183,811,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $15,888,000 | 315 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $301,518,000 | 152 |
| Foundation and endowment trust and agency accounts, managed assets | $1,428,000 | 291 |
| Other fiduciary accounts, managed assets | $1,578,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $15,888,000 | 302 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,332,321,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $948,230,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $256,821,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 138 |
| Other retirement accounts, non-managed assets | $75,329,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $206,000 | 109 |
| Investment management and advisory agency accounts, non-managed assets | $51,735,000 | 59 |
| 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 | $63,517,000 | 221 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $75,329,000 | 52 |
| 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 | $2,022,070,000 | 122 |
| Managed Assets ($) | $719,197,000 | 176 |
| Personal trust and agency accounts, managed assets | $131,047,000 | 256 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $106,353,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $184,611,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $15,494,000 | 316 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $280,054,000 | 158 |
| Foundation and endowment trust and agency accounts, managed assets | $1,454,000 | 288 |
| Other fiduciary accounts, managed assets | $184,000 | 107 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $15,494,000 | 302 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,302,873,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $941,871,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $236,453,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 136 |
| Other retirement accounts, non-managed assets | $72,952,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $368,000 | 109 |
| Investment management and advisory agency accounts, non-managed assets | $51,229,000 | 54 |
| 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 | $65,494,000 | 219 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $72,952,000 | 53 |
| 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 | $2,017,153,000 | 120 |
| Managed Assets ($) | $640,118,000 | 186 |
| Personal trust and agency accounts, managed assets | $130,786,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,429,000 | 213 |
| Employee benefit-defined benefit accounts, managed assets | $184,598,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $15,662,000 | 377 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $295,104,000 | 151 |
| Foundation and endowment trust and agency accounts, managed assets | $1,539,000 | 432 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $15,662,000 | 354 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $1,377,035,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $929,634,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $322,617,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 174 |
| Other retirement accounts, non-managed assets | $73,231,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $244,000 | 177 |
| Investment management and advisory agency accounts, non-managed assets | $51,309,000 | 53 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $66,951,000 | 254 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $73,231,000 | 55 |
| 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 | $2,027,332,000 | 119 |
| Managed Assets ($) | $662,244,000 | 177 |
| Personal trust and agency accounts, managed assets | $133,072,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,987,000 | 194 |
| Employee benefit-defined benefit accounts, managed assets | $181,750,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $15,681,000 | 311 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $319,681,000 | 143 |
| Foundation and endowment trust and agency accounts, managed assets | $1,959,000 | 278 |
| Other fiduciary accounts, managed assets | $114,000 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $15,680,000 | 296 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,365,088,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $923,760,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $318,492,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $72,477,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $798,000 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $49,561,000 | 47 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,852,000 | 228 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $72,477,000 | 57 |
| 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 | $2,062,715,000 | 120 |
| Managed Assets ($) | $694,717,000 | 178 |
| Personal trust and agency accounts, managed assets | $156,458,000 | 237 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,711,000 | 254 |
| Employee benefit-defined benefit accounts, managed assets | $176,697,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $16,582,000 | 308 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $339,030,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | $2,125,000 | 277 |
| Other fiduciary accounts, managed assets | $114,000 | 112 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $16,582,000 | 292 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,367,998,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $918,239,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $325,524,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $74,624,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $246,000 | 112 |
| Investment management and advisory agency accounts, non-managed assets | $49,365,000 | 50 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $46,572,000 | 254 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $74,625,000 | 58 |
| 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 | $2,039,844,000 | 123 |
| Managed Assets ($) | $685,207,000 | 179 |
| Personal trust and agency accounts, managed assets | $154,024,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,672,000 | 254 |
| Employee benefit-defined benefit accounts, managed assets | $168,498,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $17,454,000 | 309 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $339,396,000 | 143 |
| Foundation and endowment trust and agency accounts, managed assets | $2,163,000 | 275 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $17,454,000 | 291 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,354,637,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $915,128,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $315,169,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 139 |
| Other retirement accounts, non-managed assets | $75,358,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $412,000 | 108 |
| Investment management and advisory agency accounts, non-managed assets | $48,570,000 | 49 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $45,056,000 | 254 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $75,357,000 | 58 |
| 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 | $2,049,805,000 | 120 |
| Managed Assets ($) | $698,719,000 | 178 |
| Personal trust and agency accounts, managed assets | $157,037,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,430,000 | 351 |
| Employee benefit-defined benefit accounts, managed assets | $174,642,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $17,758,000 | 357 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $343,686,000 | 144 |
| Foundation and endowment trust and agency accounts, managed assets | $2,166,000 | 408 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $17,757,000 | 334 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $1,351,086,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $911,738,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $307,396,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 180 |
| Other retirement accounts, non-managed assets | $71,747,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $243,000 | 178 |
| Investment management and advisory agency accounts, non-managed assets | $49,019,000 | 48 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $10,943,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $36,135,000 | 343 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $71,748,000 | 64 |
| 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 | $2,052,326,000 | 118 |
| Managed Assets ($) | $654,717,000 | 184 |
| Personal trust and agency accounts, managed assets | $162,387,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,714,000 | 260 |
| Employee benefit-defined benefit accounts, managed assets | $132,357,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $13,176,000 | 323 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $341,869,000 | 141 |
| Foundation and endowment trust and agency accounts, managed assets | $2,214,000 | 270 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $13,176,000 | 304 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,397,609,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $908,504,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $330,015,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,862,000 | 91 |
| Other retirement accounts, non-managed assets | $69,619,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $789,000 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $48,847,000 | 52 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $7,973,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $36,069,000 | 272 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $69,619,000 | 61 |
| 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 | $2,092,319,000 | 117 |
| Managed Assets ($) | $667,709,000 | 178 |
| Personal trust and agency accounts, managed assets | $170,407,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,635,000 | 263 |
| Employee benefit-defined benefit accounts, managed assets | $134,135,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $13,121,000 | 323 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $345,122,000 | 141 |
| Foundation and endowment trust and agency accounts, managed assets | $2,289,000 | 272 |
| 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 | $13,121,000 | 302 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,424,610,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $906,413,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $355,201,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,033,000 | 86 |
| Other retirement accounts, non-managed assets | $69,672,000 | 71 |
| Corporate trust and agency accounts, non-managed assets | $243,000 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $50,314,000 | 53 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $6,734,000 | 53 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,528,000 | 266 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $69,672,000 | 62 |
| 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 | $2,062,584,000 | 119 |
| Managed Assets ($) | $659,267,000 | 175 |
| Personal trust and agency accounts, managed assets | $171,992,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,333,000 | 269 |
| Employee benefit-defined benefit accounts, managed assets | $130,494,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $11,933,000 | 325 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $340,290,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | $2,225,000 | 269 |
| 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 | $11,932,000 | 305 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,403,317,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $902,549,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $340,837,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,494,000 | 87 |
| Other retirement accounts, non-managed assets | $68,389,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $583,000 | 109 |
| Investment management and advisory agency accounts, non-managed assets | $48,502,000 | 52 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $6,963,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $39,395,000 | 260 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $68,390,000 | 65 |
| 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 | $2,062,431,000 | 118 |
| Managed Assets ($) | $701,308,000 | 168 |
| Personal trust and agency accounts, managed assets | $166,676,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,358,000 | 387 |
| Employee benefit-defined benefit accounts, managed assets | $172,160,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $11,902,000 | 414 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $345,989,000 | 136 |
| Foundation and endowment trust and agency accounts, managed assets | $2,223,000 | 403 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $11,402,000 | 386 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $1,361,123,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $889,209,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $301,020,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $34,940,000 | 85 |
| Other retirement accounts, non-managed assets | $68,551,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $243,000 | 185 |
| Investment management and advisory agency accounts, non-managed assets | $47,615,000 | 56 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $19,545,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,541,000 | 365 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $68,967,000 | 71 |
| 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 | $2,015,799,000 | 116 |
| Managed Assets ($) | $705,326,000 | 163 |
| Personal trust and agency accounts, managed assets | $187,613,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,413,000 | 260 |
| Employee benefit-defined benefit accounts, managed assets | $162,894,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $10,807,000 | 308 |
| Corporate trust and agency accounts, managed assets | $769,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $338,784,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | $2,046,000 | 258 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $10,805,000 | 290 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,310,473,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $870,740,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $297,270,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,011,000 | 86 |
| Other retirement accounts, non-managed assets | $65,467,000 | 71 |
| Corporate trust and agency accounts, non-managed assets | $308,000 | 109 |
| Investment management and advisory agency accounts, non-managed assets | $39,033,000 | 52 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $2,644,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $32,032,000 | 268 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $66,681,000 | 68 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,968,423,000 | 116 |
| Managed Assets ($) | $693,501,000 | 159 |
| Personal trust and agency accounts, managed assets | $183,398,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,438,000 | 249 |
| Employee benefit-defined benefit accounts, managed assets | $91,147,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $42,502,000 | 215 |
| Corporate trust and agency accounts, managed assets | $18,000 | 82 |
| Investment management and investment advisory agency accounts, managed assets | $371,013,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | $1,985,000 | 258 |
| 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 | $42,209,000 | 192 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,274,922,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $874,028,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $266,370,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $89,250,000 | 65 |
| Other retirement accounts, non-managed assets | $31,228,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $225,000 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $11,414,000 | 86 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $2,407,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,902,000 | 276 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,153,000 | 110 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,959,634,000 | 118 |
| Managed Assets ($) | $703,973,000 | 160 |
| Personal trust and agency accounts, managed assets | $186,005,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,629,000 | 246 |
| Employee benefit-defined benefit accounts, managed assets | $90,060,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $42,987,000 | 214 |
| Corporate trust and agency accounts, managed assets | $18,000 | 82 |
| Investment management and investment advisory agency accounts, managed assets | $379,269,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $2,005,000 | 260 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $42,604,000 | 188 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,255,661,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $874,362,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $250,984,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $89,177,000 | 65 |
| Other retirement accounts, non-managed assets | $28,628,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $226,000 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $10,629,000 | 91 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $1,655,000 | 61 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,658,000 | 266 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,501,000 | 113 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,952,057,000 | 116 |
| Managed Assets ($) | $697,245,000 | 157 |
| Personal trust and agency accounts, managed assets | $169,302,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $71,092,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $85,141,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $41,596,000 | 221 |
| Corporate trust and agency accounts, managed assets | $18,000 | 194 |
| Investment management and investment advisory agency accounts, managed assets | $330,096,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 479 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $41,139,000 | 189 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $1,254,812,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $871,107,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $261,842,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $84,653,000 | 64 |
| Other retirement accounts, non-managed assets | $27,649,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $225,000 | 196 |
| Investment management and advisory agency accounts, non-managed assets | $7,045,000 | 146 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $2,291,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $44,893,000 | 303 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,566,000 | 131 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,119,541,000 | 150 |
| Managed Assets ($) | $728,204,000 | 154 |
| Personal trust and agency accounts, managed assets | $172,618,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $79,904,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $84,092,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $41,944,000 | 214 |
| Corporate trust and agency accounts, managed assets | $18,000 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $348,991,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $637,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $41,407,000 | 182 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $391,337,000 | 121 |
| Personal trust and agency accounts, non-managed assets | $5,929,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $261,927,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $83,777,000 | 65 |
| Other retirement accounts, non-managed assets | $32,288,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $225,000 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $5,597,000 | 114 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $1,594,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,049,000 | 229 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,206,000 | 101 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,092,578,000 | 150 |
| Managed Assets ($) | $721,493,000 | 148 |
| Personal trust and agency accounts, managed assets | $173,401,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $79,553,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $81,480,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $40,197,000 | 212 |
| Corporate trust and agency accounts, managed assets | $41,000 | 74 |
| Investment management and investment advisory agency accounts, managed assets | $346,821,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $39,589,000 | 184 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $371,085,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $7,590,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $247,303,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $79,423,000 | 66 |
| Other retirement accounts, non-managed assets | $29,934,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $225,000 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $4,790,000 | 111 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $1,820,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $64,912,000 | 216 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,867,000 | 101 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,063,938,000 | 148 |
| Managed Assets ($) | $707,270,000 | 151 |
| Personal trust and agency accounts, managed assets | $181,717,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $79,381,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $82,653,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $39,571,000 | 215 |
| Corporate trust and agency accounts, managed assets | $2,372,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $320,073,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other fiduciary accounts, managed assets | $1,503,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $38,853,000 | 189 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $356,668,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $5,413,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $237,283,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $78,615,000 | 67 |
| Other retirement accounts, non-managed assets | $28,306,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $5,026,000 | 82 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $2,025,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $73,596,000 | 216 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,242,000 | 104 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,026,158,000 | 148 |
| Managed Assets ($) | $676,270,000 | 152 |
| Personal trust and agency accounts, managed assets | $166,883,000 | 199 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,055,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $77,190,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $37,983,000 | 214 |
| Corporate trust and agency accounts, managed assets | $4,701,000 | 72 |
| Investment management and investment advisory agency accounts, managed assets | $312,458,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 471 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $31,014,000 | 212 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $349,888,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $12,294,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $230,229,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $73,861,000 | 69 |
| Other retirement accounts, non-managed assets | $27,278,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $4,653,000 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $1,573,000 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $79,071,000 | 245 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,929,000 | 129 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,016,853,000 | 149 |
| Managed Assets ($) | $824,128,000 | 131 |
| Personal trust and agency accounts, managed assets | $175,083,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $216,732,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $73,263,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $35,571,000 | 211 |
| Corporate trust and agency accounts, managed assets | $2,430,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $321,049,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $28,873,000 | 204 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $192,725,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $9,871,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $79,118,000 | 120 |
| Employee benefit-defined benefit accounts, non-managed Assets | $68,623,000 | 67 |
| Other retirement accounts, non-managed assets | $27,743,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $4,616,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $2,754,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $84,265,000 | 203 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,872,000 | 109 |
| 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 | $457,104,000 | 250 |
| Managed Assets ($) | $336,490,000 | 249 |
| Personal trust and agency accounts, managed assets | $81,451,000 | 273 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $151,947,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $16,331,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $36,547,000 | 217 |
| Corporate trust and agency accounts, managed assets | $1,128,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $49,086,000 | 285 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 261 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $35,533,000 | 196 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $120,614,000 | 199 |
| Personal trust and agency accounts, non-managed assets | $595,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $80,166,000 | 123 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $25,981,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $13,872,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $42,121,000 | 246 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,981,000 | 111 |
| 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 | $455,479,000 | 250 |
| Managed Assets ($) | $196,244,000 | 324 |
| Personal trust and agency accounts, managed assets | $81,827,000 | 276 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,581,000 | 190 |
| Employee benefit-defined benefit accounts, managed assets | $16,462,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $36,470,000 | 215 |
| Corporate trust and agency accounts, managed assets | $882,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $47,022,000 | 290 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| 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 | $35,351,000 | 186 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $259,235,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $0 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $222,203,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $26,411,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $10,621,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $43,405,000 | 250 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,411,000 | 112 |
| 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 | $447,837,000 | 255 |
| Managed Assets ($) | $183,975,000 | 350 |
| Personal trust and agency accounts, managed assets | $74,682,000 | 340 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,000,000 | 236 |
| Employee benefit-defined benefit accounts, managed assets | $15,879,000 | 140 |
| Other employee benefit and retirement-related accounts, managed assets | $35,247,000 | 217 |
| Corporate trust and agency accounts, managed assets | $762,000 | 138 |
| Investment management and investment advisory agency accounts, managed assets | $45,405,000 | 368 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $34,083,000 | 191 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $263,862,000 | 145 |
| Personal trust and agency accounts, non-managed assets | $0 | 894 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $221,261,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
| Other retirement accounts, non-managed assets | $26,424,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $16,177,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $45,779,000 | 325 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,424,000 | 131 |
| 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 | $445,447,000 | 250 |
| Managed Assets ($) | $184,709,000 | 308 |
| Personal trust and agency accounts, managed assets | $80,374,000 | 265 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,233,000 | 207 |
| Employee benefit-defined benefit accounts, managed assets | $15,214,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $33,560,000 | 206 |
| Corporate trust and agency accounts, managed assets | $575,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $45,753,000 | 278 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $32,816,000 | 177 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $260,738,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $0 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $223,243,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
| Other retirement accounts, non-managed assets | $25,216,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $12,279,000 | 47 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $47,269,000 | 245 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,216,000 | 107 |
| 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 | $429,385,000 | 248 |
| Managed Assets ($) | $177,925,000 | 306 |
| Personal trust and agency accounts, managed assets | $79,209,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,490,000 | 207 |
| Employee benefit-defined benefit accounts, managed assets | $13,792,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $31,421,000 | 203 |
| Corporate trust and agency accounts, managed assets | $1,102,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $43,911,000 | 281 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| 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 | $30,595,000 | 177 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $251,460,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $0 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $217,814,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $24,748,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $8,898,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $50,060,000 | 239 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,748,000 | 103 |
| 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 | $438,912,000 | 255 |
| Managed Assets ($) | $179,964,000 | 311 |
| Personal trust and agency accounts, managed assets | $76,159,000 | 264 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,075,000 | 210 |
| Employee benefit-defined benefit accounts, managed assets | $14,822,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $33,622,000 | 204 |
| Corporate trust and agency accounts, managed assets | $863,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $46,423,000 | 281 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 259 |
| 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 | $32,771,000 | 176 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $258,948,000 | 146 |
| Personal trust and agency accounts, non-managed assets | $0 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $224,564,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $24,865,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $9,519,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $78,139,000 | 217 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,865,000 | 103 |
| 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 | $432,683,000 | 256 |
| Managed Assets ($) | $176,346,000 | 345 |
| Personal trust and agency accounts, managed assets | $76,993,000 | 319 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,821,000 | 278 |
| Employee benefit-defined benefit accounts, managed assets | $14,514,000 | 150 |
| Other employee benefit and retirement-related accounts, managed assets | $30,745,000 | 219 |
| Corporate trust and agency accounts, managed assets | $744,000 | 126 |
| Investment management and investment advisory agency accounts, managed assets | $45,529,000 | 361 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 453 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $29,818,000 | 185 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $256,337,000 | 144 |
| Personal trust and agency accounts, non-managed assets | $0 | 920 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $218,535,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
| Other retirement accounts, non-managed assets | $25,054,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $12,748,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $81,124,000 | 242 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,054,000 | 141 |
| 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 | $463,926,000 | 243 |
| Managed Assets ($) | $284,127,000 | 258 |
| Personal trust and agency accounts, managed assets | $79,397,000 | 264 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $113,184,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $14,246,000 | 141 |
| Other employee benefit and retirement-related accounts, managed assets | $29,341,000 | 203 |
| Corporate trust and agency accounts, managed assets | $823,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $47,136,000 | 284 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $179,799,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $0 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $126,432,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $24,964,000 | 104 |
| 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 | $28,403,000 | 50 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,102,000 | 239 |
| 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 | $452,092,000 | 240 |
| Managed Assets ($) | $265,059,000 | 259 |
| Personal trust and agency accounts, managed assets | $71,499,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $110,457,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $12,889,000 | 143 |
| Other employee benefit and retirement-related accounts, managed assets | $24,180,000 | 216 |
| Corporate trust and agency accounts, managed assets | $1,347,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $44,687,000 | 295 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $187,033,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $0 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $122,734,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $23,741,000 | 104 |
| 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 | $40,558,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,159,000 | 296 |
| 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 | $445,353,000 | 231 |
| Managed Assets ($) | $258,658,000 | 255 |
| Personal trust and agency accounts, managed assets | $65,441,000 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $114,105,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $12,085,000 | 143 |
| Other employee benefit and retirement-related accounts, managed assets | $23,182,000 | 211 |
| Corporate trust and agency accounts, managed assets | $1,323,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $42,522,000 | 295 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $186,695,000 | 153 |
| Personal trust and agency accounts, non-managed assets | $0 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $112,539,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $23,999,000 | 100 |
| 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 | $50,157,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,579,000 | 302 |
| 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 | $461,923,000 | 234 |
| Managed Assets ($) | $266,600,000 | 259 |
| Personal trust and agency accounts, managed assets | $69,411,000 | 337 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $111,014,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $13,268,000 | 153 |
| Other employee benefit and retirement-related accounts, managed assets | $25,266,000 | 220 |
| Corporate trust and agency accounts, managed assets | $1,233,000 | 132 |
| Investment management and investment advisory agency accounts, managed assets | $46,408,000 | 384 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $195,323,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $0 | 946 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $114,205,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $24,810,000 | 130 |
| 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 | $56,308,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,834,000 | 429 |
| 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 | $510,197,000 | 236 |
| Managed Assets ($) | $291,447,000 | 254 |
| Personal trust and agency accounts, managed assets | $79,746,000 | 288 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $115,339,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $15,538,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $28,756,000 | 202 |
| Corporate trust and agency accounts, managed assets | $1,086,000 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $50,982,000 | 308 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $218,750,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $130,943,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $24,661,000 | 116 |
| 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 | $63,146,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,013,000 | 305 |
| 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 | $497,100,000 | 248 |
| Managed Assets ($) | $279,941,000 | 270 |
| Personal trust and agency accounts, managed assets | $70,704,000 | 308 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $106,534,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $17,171,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $30,396,000 | 205 |
| Corporate trust and agency accounts, managed assets | $2,354,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $52,782,000 | 315 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $217,159,000 | 169 |
| Personal trust and agency accounts, non-managed assets | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $128,528,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $25,215,000 | 120 |
| 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 | $63,416,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $36,026,000 | 297 |
| 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 | $513,774,000 | 253 |
| Managed Assets ($) | $286,151,000 | 273 |
| Personal trust and agency accounts, managed assets | $74,548,000 | 308 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $106,636,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $17,428,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $31,327,000 | 203 |
| Corporate trust and agency accounts, managed assets | $1,392,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $54,820,000 | 319 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $227,623,000 | 168 |
| Personal trust and agency accounts, non-managed assets | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $133,954,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $25,886,000 | 114 |
| 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 | $67,783,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,290,000 | 304 |
| 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 | $526,347,000 | 253 |
| Managed Assets ($) | $299,522,000 | 269 |
| Personal trust and agency accounts, managed assets | $76,776,000 | 363 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $106,821,000 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $18,452,000 | 144 |
| Other employee benefit and retirement-related accounts, managed assets | $33,148,000 | 208 |
| Corporate trust and agency accounts, managed assets | $1,316,000 | 139 |
| Investment management and investment advisory agency accounts, managed assets | $63,009,000 | 358 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $226,825,000 | 171 |
| Personal trust and agency accounts, non-managed assets | $0 | 969 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $132,094,000 | 110 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $25,893,000 | 129 |
| 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 | $68,838,000 | 50 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $42,246,000 | 367 |
| 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 | $542,734,000 | 243 |
| Managed Assets ($) | $313,079,000 | 265 |
| Personal trust and agency accounts, managed assets | $77,796,000 | 292 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $108,159,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $18,721,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $34,738,000 | 194 |
| Corporate trust and agency accounts, managed assets | $4,532,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $69,133,000 | 289 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $229,655,000 | 168 |
| 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 | $143,690,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
| Other retirement accounts, non-managed assets | $22,819,000 | 117 |
| 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 | $63,146,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,490,000 | 297 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | 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 | $515,378,000 | 261 |
| Managed Assets ($) | $293,859,000 | 275 |
| Personal trust and agency accounts, managed assets | $73,184,000 | 300 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $101,510,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $18,577,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $33,520,000 | 198 |
| Corporate trust and agency accounts, managed assets | $3,670,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $63,398,000 | 298 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $221,519,000 | 174 |
| 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 | $140,855,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $22,539,000 | 120 |
| 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 | $58,125,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,836,000 | 299 |
| 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 | $495,202,000 | 265 |
| Managed Assets ($) | $290,638,000 | 276 |
| Personal trust and agency accounts, managed assets | $73,249,000 | 301 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $98,088,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $18,436,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $33,026,000 | 189 |
| Corporate trust and agency accounts, managed assets | $3,673,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $64,166,000 | 297 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $204,564,000 | 182 |
| 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 | $129,480,000 | 110 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $23,433,000 | 119 |
| 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 | $51,651,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,668,000 | 297 |
| 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 | $477,946,000 | 265 |
| Managed Assets ($) | $279,471,000 | 284 |
| Personal trust and agency accounts, managed assets | $72,051,000 | 358 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $90,682,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $18,627,000 | 151 |
| Other employee benefit and retirement-related accounts, managed assets | $31,459,000 | 196 |
| Corporate trust and agency accounts, managed assets | $3,446,000 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $63,206,000 | 356 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $198,475,000 | 183 |
| 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 | $126,477,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $24,238,000 | 138 |
| 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 | $47,760,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $39,195,000 | 379 |
| 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 | $488,813,000 | 259 |
| Managed Assets ($) | $312,306,000 | 266 |
| Personal trust and agency accounts, managed assets | $65,174,000 | 301 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,693,000 | 98 |
| Employee benefit-defined benefit accounts, managed assets | $18,149,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $30,215,000 | 191 |
| Corporate trust and agency accounts, managed assets | $62,944,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $61,131,000 | 288 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $176,507,000 | 193 |
| 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 | $111,632,000 | 111 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $23,559,000 | 122 |
| 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 | $41,316,000 | 50 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,889,000 | 288 |
| 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 | $422,775,000 | 287 |
| Managed Assets ($) | $259,825,000 | 289 |
| Personal trust and agency accounts, managed assets | $68,219,000 | 299 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $81,129,000 | 90 |
| Employee benefit-defined benefit accounts, managed assets | $18,063,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $26,915,000 | 206 |
| Corporate trust and agency accounts, managed assets | $5,594,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $59,905,000 | 287 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $162,950,000 | 209 |
| 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 | $99,905,000 | 121 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $26,369,000 | 122 |
| 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 | $36,676,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,608,000 | 294 |
| 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 | $424,810,000 | 289 |
| Managed Assets ($) | $258,631,000 | 287 |
| Personal trust and agency accounts, managed assets | $70,416,000 | 303 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $71,950,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $19,400,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $26,752,000 | 204 |
| Corporate trust and agency accounts, managed assets | $9,399,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $60,714,000 | 286 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $166,179,000 | 207 |
| 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 | $97,036,000 | 125 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $29,064,000 | 119 |
| 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 | $40,079,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $36,959,000 | 299 |
| 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 | $403,476,000 | 293 |
| Managed Assets ($) | $252,207,000 | 293 |
| Personal trust and agency accounts, managed assets | $60,032,000 | 403 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $70,108,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $21,798,000 | 151 |
| Other employee benefit and retirement-related accounts, managed assets | $27,432,000 | 205 |
| Corporate trust and agency accounts, managed assets | $9,670,000 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $63,167,000 | 335 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $151,269,000 | 225 |
| 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 | $89,407,000 | 130 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $25,829,000 | 140 |
| 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 | $36,033,000 | 61 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $35,737,000 | 395 |
| 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 | $399,773,000 | 288 |
| Managed Assets ($) | $256,348,000 | 282 |
| Personal trust and agency accounts, managed assets | $60,733,000 | 307 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $70,953,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $20,206,000 | 145 |
| Other employee benefit and retirement-related accounts, managed assets | $27,230,000 | 196 |
| Corporate trust and agency accounts, managed assets | $11,473,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $65,753,000 | 275 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $143,425,000 | 213 |
| 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 | $86,052,000 | 127 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
| Other retirement accounts, non-managed assets | $24,046,000 | 127 |
| 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 | $33,327,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $41,041,000 | 288 |
| 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 | $392,779,000 | 289 |
| Managed Assets ($) | $258,178,000 | 281 |
| Personal trust and agency accounts, managed assets | $59,891,000 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $70,132,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $20,502,000 | 145 |
| Other employee benefit and retirement-related accounts, managed assets | $26,850,000 | 197 |
| Corporate trust and agency accounts, managed assets | $12,156,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $68,647,000 | 276 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $134,601,000 | 219 |
| 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 | $81,833,000 | 123 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $23,914,000 | 128 |
| 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 | $28,854,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $39,127,000 | 297 |
| 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 | $387,971,000 | 293 |
| Managed Assets ($) | $252,962,000 | 283 |
| Personal trust and agency accounts, managed assets | $55,970,000 | 317 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,408,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $20,502,000 | 144 |
| Other employee benefit and retirement-related accounts, managed assets | $24,807,000 | 205 |
| Corporate trust and agency accounts, managed assets | $12,177,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $67,098,000 | 274 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $135,009,000 | 221 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $81,905,000 | 121 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $25,128,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $27,976,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $35,057,000 | 304 |
| 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 | $361,366,000 | 295 |
| Managed Assets ($) | $218,231,000 | 312 |
| Personal trust and agency accounts, managed assets | $48,531,000 | 453 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,740,000 | 162 |
| Employee benefit-defined benefit accounts, managed assets | $21,863,000 | 145 |
| Other employee benefit and retirement-related accounts, managed assets | $25,837,000 | 206 |
| Corporate trust and agency accounts, managed assets | $12,228,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $65,032,000 | 318 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $143,135,000 | 224 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,010 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $84,586,000 | 124 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $23,190,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $35,359,000 | 62 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,016,000 | 380 |
| 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 | $341,645,000 | 298 |
| Managed Assets ($) | $221,851,000 | 295 |
| Personal trust and agency accounts, managed assets | $44,832,000 | 324 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $56,735,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $20,872,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $24,395,000 | 195 |
| Corporate trust and agency accounts, managed assets | $13,082,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $61,935,000 | 269 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $119,794,000 | 224 |
| Personal trust and agency accounts, non-managed assets | $0 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $65,976,000 | 134 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $23,303,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $30,515,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,912,000 | 307 |
| 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 | $338,843,000 | 300 |
| Managed Assets ($) | $234,110,000 | 290 |
| Personal trust and agency accounts, managed assets | $44,031,000 | 322 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $73,721,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $20,740,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $22,166,000 | 207 |
| Corporate trust and agency accounts, managed assets | $13,592,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $59,860,000 | 276 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $104,733,000 | 237 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $51,164,000 | 149 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $24,968,000 | 126 |
| 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 | $28,601,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,668,000 | 308 |
| 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 | $334,113,000 | 308 |
| Managed Assets ($) | $232,425,000 | 302 |
| Personal trust and agency accounts, managed assets | $44,951,000 | 326 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,625,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $21,407,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $17,688,000 | 228 |
| Corporate trust and agency accounts, managed assets | $13,973,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $59,781,000 | 280 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $101,688,000 | 240 |
| Personal trust and agency accounts, non-managed assets | $0 | 363 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,279,000 | 153 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $24,133,000 | 128 |
| 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 | $27,276,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $35,056,000 | 315 |
| 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 | $318,599,000 | 325 |
| Managed Assets ($) | $211,011,000 | 323 |
| Personal trust and agency accounts, managed assets | $42,861,000 | 473 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $68,971,000 | 116 |
| Employee benefit-defined benefit accounts, managed assets | $20,803,000 | 148 |
| Other employee benefit and retirement-related accounts, managed assets | $10,118,000 | 341 |
| Corporate trust and agency accounts, managed assets | $14,096,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $54,162,000 | 337 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $107,588,000 | 251 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,035 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $53,759,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $23,375,000 | 152 |
| 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 | $30,454,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $40,926,000 | 387 |
| 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 | $310,249,000 | 328 |
| Managed Assets ($) | $157,226,000 | 330 |
| Personal trust and agency accounts, managed assets | $42,428,000 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,745,000 | 222 |
| Employee benefit-defined benefit accounts, managed assets | $19,608,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $8,884,000 | 280 |
| Corporate trust and agency accounts, managed assets | $14,969,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $51,592,000 | 280 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $153,023,000 | 221 |
| Personal trust and agency accounts, non-managed assets | $833,000 | 329 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $98,700,000 | 134 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $22,818,000 | 141 |
| 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 | $30,672,000 | 71 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $41,599,000 | 310 |
| 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 | $311,448,000 | 325 |
| Managed Assets ($) | $165,561,000 | 333 |
| Personal trust and agency accounts, managed assets | $38,653,000 | 345 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,715,000 | 195 |
| Employee benefit-defined benefit accounts, managed assets | $20,284,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $9,436,000 | 282 |
| Corporate trust and agency accounts, managed assets | $15,672,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $53,801,000 | 282 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $145,887,000 | 224 |
| Personal trust and agency accounts, non-managed assets | $818,000 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $92,013,000 | 133 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $22,207,000 | 143 |
| 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 | $30,849,000 | 72 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $35,802,000 | 326 |
| 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 | $268,012,000 | 351 |
| Managed Assets ($) | $174,605,000 | 334 |
| Personal trust and agency accounts, managed assets | $37,805,000 | 355 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,692,000 | 164 |
| Employee benefit-defined benefit accounts, managed assets | $19,440,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $9,228,000 | 280 |
| Corporate trust and agency accounts, managed assets | $15,662,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $53,778,000 | 275 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $93,407,000 | 256 |
| Personal trust and agency accounts, non-managed assets | $749,000 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $38,948,000 | 173 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $19,131,000 | 148 |
| 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 | $34,579,000 | 72 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,764,000 | 331 |
| 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 | $277,334,000 | 350 |
| Managed Assets ($) | $176,542,000 | 361 |
| Personal trust and agency accounts, managed assets | $36,700,000 | 529 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,949,000 | 184 |
| Employee benefit-defined benefit accounts, managed assets | $19,890,000 | 152 |
| Other employee benefit and retirement-related accounts, managed assets | $9,238,000 | 350 |
| Corporate trust and agency accounts, managed assets | $15,543,000 | 74 |
| Investment management and investment advisory agency accounts, managed assets | $60,222,000 | 300 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $100,792,000 | 262 |
| Personal trust and agency accounts, non-managed assets | $2,991,000 | 482 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $39,663,000 | 181 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $22,259,000 | 159 |
| 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 | $35,879,000 | 72 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,642,000 | 442 |
| 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 | $283,310,000 | 334 |
| Managed Assets ($) | $175,775,000 | 352 |
| Personal trust and agency accounts, managed assets | $33,608,000 | 545 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,148,000 | 177 |
| Employee benefit-defined benefit accounts, managed assets | $18,720,000 | 158 |
| Other employee benefit and retirement-related accounts, managed assets | $10,601,000 | 301 |
| Corporate trust and agency accounts, managed assets | $16,361,000 | 73 |
| Investment management and investment advisory agency accounts, managed assets | $60,337,000 | 284 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $107,535,000 | 239 |
| Personal trust and agency accounts, non-managed assets | $3,816,000 | 433 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,151,000 | 172 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $20,870,000 | 157 |
| 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 | $46,698,000 | 62 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,429,000 | 473 |
| 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 |