| 2023-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,005,560,000 | 251 |
| Managed Assets ($) | $890,924,000 | 225 |
| Personal trust and agency accounts, managed assets | $300,550,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,693,000 | 329 |
| Employee benefit-defined benefit accounts, managed assets | $12,768,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $103,953,000 | 197 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $364,532,000 | 193 |
| Foundation and endowment trust and agency accounts, managed assets | $107,428,000 | 130 |
| 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 | $103,953,000 | 194 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $114,636,000 | 267 |
| Personal trust and agency accounts, non-managed assets | $5,990,000 | 342 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $18,739,000 | 203 |
| Employee benefit-defined benefit accounts, non-managed Assets | $78,712,000 | 60 |
| Other retirement accounts, non-managed assets | $11,195,000 | 234 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 392 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 245 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $216,499,000 | 183 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,195,000 | 255 |
| 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 | $984,912,000 | 242 |
| Managed Assets ($) | $875,809,000 | 216 |
| Personal trust and agency accounts, managed assets | $294,198,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,584,000 | 235 |
| Employee benefit-defined benefit accounts, managed assets | $11,626,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $115,005,000 | 164 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $351,454,000 | 186 |
| Foundation and endowment trust and agency accounts, managed assets | $101,942,000 | 128 |
| 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 | $115,005,000 | 159 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $109,103,000 | 231 |
| Personal trust and agency accounts, non-managed assets | $5,440,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $18,096,000 | 158 |
| Employee benefit-defined benefit accounts, non-managed Assets | $73,193,000 | 57 |
| Other retirement accounts, non-managed assets | $12,374,000 | 155 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 192 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $257,398,000 | 162 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,374,000 | 167 |
| 2023-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,029,495,000 | 238 |
| Managed Assets ($) | $912,205,000 | 213 |
| Personal trust and agency accounts, managed assets | $297,368,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,629,000 | 274 |
| Employee benefit-defined benefit accounts, managed assets | $11,956,000 | 143 |
| Other employee benefit and retirement-related accounts, managed assets | $121,300,000 | 164 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $372,942,000 | 183 |
| Foundation and endowment trust and agency accounts, managed assets | $107,010,000 | 128 |
| 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 | $121,300,000 | 160 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $117,290,000 | 249 |
| Personal trust and agency accounts, non-managed assets | $2,909,000 | 295 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $18,078,000 | 181 |
| Employee benefit-defined benefit accounts, non-managed Assets | $83,758,000 | 59 |
| Other retirement accounts, non-managed assets | $12,545,000 | 177 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 288 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $287,192,000 | 160 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,545,000 | 191 |
| 2023-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,024,247,000 | 243 |
| Managed Assets ($) | $908,396,000 | 221 |
| Personal trust and agency accounts, managed assets | $293,540,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,590,000 | 213 |
| Employee benefit-defined benefit accounts, managed assets | $11,861,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $119,573,000 | 166 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $375,562,000 | 183 |
| Foundation and endowment trust and agency accounts, managed assets | $106,270,000 | 129 |
| 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 | $119,573,000 | 158 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $115,851,000 | 231 |
| Personal trust and agency accounts, non-managed assets | $2,873,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $17,651,000 | 164 |
| Employee benefit-defined benefit accounts, non-managed Assets | $83,290,000 | 62 |
| Other retirement accounts, non-managed assets | $12,037,000 | 155 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $296,712,000 | 160 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,037,000 | 171 |
| 2022-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,018,313,000 | 239 |
| Managed Assets ($) | $905,743,000 | 219 |
| Personal trust and agency accounts, managed assets | $294,554,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,574,000 | 320 |
| Employee benefit-defined benefit accounts, managed assets | $11,557,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $119,003,000 | 167 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $374,668,000 | 184 |
| Foundation and endowment trust and agency accounts, managed assets | $104,387,000 | 134 |
| 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 | $119,003,000 | 160 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $112,570,000 | 261 |
| Personal trust and agency accounts, non-managed assets | $2,949,000 | 396 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,183,000 | 224 |
| Employee benefit-defined benefit accounts, non-managed Assets | $81,002,000 | 66 |
| Other retirement accounts, non-managed assets | $13,436,000 | 198 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 205 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $346,667,000 | 168 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,436,000 | 236 |
| 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 | $989,122,000 | 234 |
| Managed Assets ($) | $876,031,000 | 213 |
| Personal trust and agency accounts, managed assets | $289,724,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,469,000 | 227 |
| Employee benefit-defined benefit accounts, managed assets | $10,675,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $119,370,000 | 161 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $353,267,000 | 182 |
| Foundation and endowment trust and agency accounts, managed assets | $99,561,000 | 130 |
| Other fiduciary accounts, managed assets | $1,965,000 | 71 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $119,370,000 | 154 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $113,091,000 | 233 |
| Personal trust and agency accounts, non-managed assets | $2,717,000 | 256 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $14,243,000 | 184 |
| Employee benefit-defined benefit accounts, non-managed Assets | $82,736,000 | 67 |
| Other retirement accounts, non-managed assets | $13,395,000 | 148 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $390,618,000 | 143 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,395,000 | 162 |
| 2022-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,073,795,000 | 196 |
| Managed Assets ($) | $950,423,000 | 175 |
| Personal trust and agency accounts, managed assets | $324,759,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,552,000 | 249 |
| Employee benefit-defined benefit accounts, managed assets | $11,093,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $127,637,000 | 152 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $374,478,000 | 160 |
| Foundation and endowment trust and agency accounts, managed assets | $108,938,000 | 111 |
| Other fiduciary accounts, managed assets | $1,966,000 | 74 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $127,637,000 | 147 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $123,372,000 | 218 |
| Personal trust and agency accounts, non-managed assets | $1,442,000 | 290 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $14,818,000 | 186 |
| Employee benefit-defined benefit accounts, non-managed Assets | $91,784,000 | 60 |
| Other retirement accounts, non-managed assets | $15,328,000 | 144 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 229 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $296,611,000 | 147 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,328,000 | 161 |
| 2022-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,228,580,000 | 195 |
| Managed Assets ($) | $1,088,447,000 | 174 |
| Personal trust and agency accounts, managed assets | $374,702,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,736,000 | 220 |
| Employee benefit-defined benefit accounts, managed assets | $12,232,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $146,949,000 | 148 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $430,158,000 | 154 |
| Foundation and endowment trust and agency accounts, managed assets | $120,698,000 | 112 |
| Other fiduciary accounts, managed assets | $1,972,000 | 64 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $146,949,000 | 143 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $140,133,000 | 199 |
| Personal trust and agency accounts, non-managed assets | $1,513,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $17,097,000 | 169 |
| Employee benefit-defined benefit accounts, non-managed Assets | $105,543,000 | 59 |
| Other retirement accounts, non-managed assets | $15,980,000 | 133 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 136 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $141,999,000 | 176 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,980,000 | 150 |
| 2021-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,292,538,000 | 200 |
| Managed Assets ($) | $1,139,560,000 | 173 |
| Personal trust and agency accounts, managed assets | $390,202,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,804,000 | 326 |
| Employee benefit-defined benefit accounts, managed assets | $12,642,000 | 143 |
| Other employee benefit and retirement-related accounts, managed assets | $154,661,000 | 153 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $453,507,000 | 157 |
| Foundation and endowment trust and agency accounts, managed assets | $124,748,000 | 113 |
| Other fiduciary accounts, managed assets | $1,996,000 | 106 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $154,661,000 | 145 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $152,978,000 | 219 |
| Personal trust and agency accounts, non-managed assets | $1,567,000 | 423 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $17,081,000 | 218 |
| Employee benefit-defined benefit accounts, non-managed Assets | $118,263,000 | 61 |
| Other retirement accounts, non-managed assets | $16,067,000 | 181 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $124,117,000 | 219 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,067,000 | 218 |
| 2021-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,239,932,000 | 199 |
| Managed Assets ($) | $1,086,054,000 | 176 |
| Personal trust and agency accounts, managed assets | $380,204,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,757,000 | 224 |
| Employee benefit-defined benefit accounts, managed assets | $11,779,000 | 127 |
| Other employee benefit and retirement-related accounts, managed assets | $143,006,000 | 156 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $432,549,000 | 155 |
| Foundation and endowment trust and agency accounts, managed assets | $116,759,000 | 114 |
| 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 | $143,006,000 | 150 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $153,878,000 | 198 |
| Personal trust and agency accounts, non-managed assets | $1,480,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $17,085,000 | 167 |
| Employee benefit-defined benefit accounts, non-managed Assets | $119,257,000 | 59 |
| Other retirement accounts, non-managed assets | $16,056,000 | 133 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $120,451,000 | 182 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,056,000 | 150 |
| 2021-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,242,922,000 | 199 |
| Managed Assets ($) | $1,090,678,000 | 175 |
| Personal trust and agency accounts, managed assets | $381,331,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,783,000 | 259 |
| Employee benefit-defined benefit accounts, managed assets | $11,819,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $141,194,000 | 161 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $436,426,000 | 155 |
| Foundation and endowment trust and agency accounts, managed assets | $118,125,000 | 118 |
| 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 | $141,194,000 | 156 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $152,244,000 | 213 |
| Personal trust and agency accounts, non-managed assets | $2,903,000 | 262 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $17,043,000 | 192 |
| Employee benefit-defined benefit accounts, non-managed Assets | $123,363,000 | 59 |
| Other retirement accounts, non-managed assets | $8,935,000 | 190 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $98,834,000 | 212 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,935,000 | 219 |
| 2021-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,170,492,000 | 200 |
| Managed Assets ($) | $1,020,896,000 | 178 |
| Personal trust and agency accounts, managed assets | $374,044,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,707,000 | 229 |
| Employee benefit-defined benefit accounts, managed assets | $11,503,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $134,377,000 | 160 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $382,893,000 | 163 |
| Foundation and endowment trust and agency accounts, managed assets | $116,372,000 | 111 |
| 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 | $134,377,000 | 154 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $149,596,000 | 196 |
| Personal trust and agency accounts, non-managed assets | $2,790,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,860,000 | 171 |
| Employee benefit-defined benefit accounts, non-managed Assets | $119,763,000 | 57 |
| Other retirement accounts, non-managed assets | $11,183,000 | 158 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $102,265,000 | 191 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,183,000 | 177 |
| 2020-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,109,611,000 | 203 |
| Managed Assets ($) | $943,759,000 | 183 |
| Personal trust and agency accounts, managed assets | $346,458,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,562,000 | 340 |
| Employee benefit-defined benefit accounts, managed assets | $10,766,000 | 150 |
| Other employee benefit and retirement-related accounts, managed assets | $123,878,000 | 163 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $353,878,000 | 171 |
| Foundation and endowment trust and agency accounts, managed assets | $107,217,000 | 115 |
| 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 | $123,878,000 | 159 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $165,852,000 | 205 |
| Personal trust and agency accounts, non-managed assets | $6,272,000 | 302 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $17,109,000 | 216 |
| Employee benefit-defined benefit accounts, non-managed Assets | $131,381,000 | 57 |
| Other retirement accounts, non-managed assets | $11,090,000 | 226 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 352 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $65,666,000 | 267 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,895,000 | 279 |
| 2020-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,021,822,000 | 203 |
| Managed Assets ($) | $849,891,000 | 183 |
| Personal trust and agency accounts, managed assets | $308,122,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $5,291,000 | 196 |
| Employee benefit-defined benefit accounts, managed assets | $9,159,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $109,784,000 | 164 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $323,861,000 | 171 |
| Foundation and endowment trust and agency accounts, managed assets | $93,674,000 | 118 |
| 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 | $109,596,000 | 158 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $171,931,000 | 188 |
| Personal trust and agency accounts, non-managed assets | $19,007,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,520,000 | 168 |
| Employee benefit-defined benefit accounts, non-managed Assets | $127,197,000 | 54 |
| Other retirement accounts, non-managed assets | $10,207,000 | 164 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 192 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $58,487,000 | 217 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,207,000 | 189 |
| 2020-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,031,295,000 | 202 |
| Managed Assets ($) | $853,499,000 | 180 |
| Personal trust and agency accounts, managed assets | $305,722,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $5,162,000 | 219 |
| Employee benefit-defined benefit accounts, managed assets | $9,058,000 | 140 |
| Other employee benefit and retirement-related accounts, managed assets | $107,724,000 | 166 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $323,188,000 | 172 |
| Foundation and endowment trust and agency accounts, managed assets | $102,645,000 | 110 |
| 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 | $107,724,000 | 159 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $177,796,000 | 191 |
| Personal trust and agency accounts, non-managed assets | $22,801,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $14,658,000 | 193 |
| Employee benefit-defined benefit accounts, non-managed Assets | $127,600,000 | 56 |
| Other retirement accounts, non-managed assets | $12,737,000 | 157 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $41,789,000 | 252 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,970,000 | 188 |
| 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 | $931,750,000 | 199 |
| Managed Assets ($) | $745,936,000 | 184 |
| Personal trust and agency accounts, managed assets | $257,261,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,418,000 | 202 |
| Employee benefit-defined benefit accounts, managed assets | $8,139,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $90,732,000 | 167 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $290,135,000 | 169 |
| Foundation and endowment trust and agency accounts, managed assets | $95,251,000 | 106 |
| 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 | $90,732,000 | 159 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $185,814,000 | 175 |
| Personal trust and agency accounts, non-managed assets | $43,327,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $12,534,000 | 173 |
| Employee benefit-defined benefit accounts, non-managed Assets | $114,314,000 | 55 |
| Other retirement accounts, non-managed assets | $15,639,000 | 133 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $41,317,000 | 228 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,413,000 | 180 |
| 2019-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,114,364,000 | 199 |
| Managed Assets ($) | $958,624,000 | 172 |
| Personal trust and agency accounts, managed assets | $337,220,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $9,918,000 | 231 |
| Employee benefit-defined benefit accounts, managed assets | $9,470,000 | 163 |
| Other employee benefit and retirement-related accounts, managed assets | $113,694,000 | 160 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $357,832,000 | 163 |
| Foundation and endowment trust and agency accounts, managed assets | $129,619,000 | 95 |
| Other fiduciary accounts, managed assets | $871,000 | 129 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $113,694,000 | 154 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $155,740,000 | 206 |
| Personal trust and agency accounts, non-managed assets | $14,006,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,206,000 | 225 |
| Employee benefit-defined benefit accounts, non-managed Assets | $115,214,000 | 59 |
| Other retirement accounts, non-managed assets | $11,314,000 | 218 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 361 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $50,557,000 | 286 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,314,000 | 263 |
| 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 | $893,344,000 | 211 |
| Managed Assets ($) | $753,836,000 | 194 |
| Personal trust and agency accounts, managed assets | $228,697,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $10,001,000 | 179 |
| Employee benefit-defined benefit accounts, managed assets | $8,865,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $88,577,000 | 189 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $304,413,000 | 174 |
| Foundation and endowment trust and agency accounts, managed assets | $113,283,000 | 98 |
| 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 | $88,577,000 | 181 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $139,508,000 | 200 |
| Personal trust and agency accounts, non-managed assets | $1,222,000 | 246 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,255,000 | 173 |
| Employee benefit-defined benefit accounts, non-managed Assets | $116,944,000 | 56 |
| Other retirement accounts, non-managed assets | $6,087,000 | 196 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $44,385,000 | 231 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,087,000 | 217 |
| 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 | $880,828,000 | 210 |
| Managed Assets ($) | $746,045,000 | 195 |
| Personal trust and agency accounts, managed assets | $207,319,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $16,869,000 | 161 |
| Employee benefit-defined benefit accounts, managed assets | $8,830,000 | 145 |
| Other employee benefit and retirement-related accounts, managed assets | $86,538,000 | 194 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $314,692,000 | 170 |
| Foundation and endowment trust and agency accounts, managed assets | $111,797,000 | 97 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $86,538,000 | 185 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $134,783,000 | 213 |
| Personal trust and agency accounts, non-managed assets | $1,231,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,185,000 | 186 |
| Employee benefit-defined benefit accounts, non-managed Assets | $112,199,000 | 61 |
| Other retirement accounts, non-managed assets | $6,168,000 | 205 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $41,266,000 | 257 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,168,000 | 233 |
| 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 | $874,266,000 | 209 |
| Managed Assets ($) | $748,235,000 | 193 |
| Personal trust and agency accounts, managed assets | $211,550,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $16,830,000 | 161 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $85,285,000 | 191 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $361,666,000 | 156 |
| Foundation and endowment trust and agency accounts, managed assets | $72,904,000 | 125 |
| Other fiduciary accounts, managed assets | $0 | 130 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $85,285,000 | 182 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $126,031,000 | 218 |
| Personal trust and agency accounts, non-managed assets | $1,217,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $16,607,000 | 190 |
| Employee benefit-defined benefit accounts, non-managed Assets | $108,207,000 | 61 |
| Other retirement accounts, non-managed assets | $0 | 326 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $41,879,000 | 256 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 349 |
| 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 | $859,965,000 | 204 |
| Managed Assets ($) | $742,016,000 | 181 |
| Personal trust and agency accounts, managed assets | $204,340,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $17,595,000 | 173 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 267 |
| Other employee benefit and retirement-related accounts, managed assets | $79,166,000 | 189 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $372,198,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | $68,717,000 | 123 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $79,166,000 | 179 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $117,949,000 | 227 |
| Personal trust and agency accounts, non-managed assets | $1,144,000 | 444 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $13,104,000 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $103,701,000 | 60 |
| Other retirement accounts, non-managed assets | $0 | 632 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $39,632,000 | 299 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 671 |
| 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 | $921,167,000 | 206 |
| Managed Assets ($) | $798,248,000 | 178 |
| Personal trust and agency accounts, managed assets | $220,684,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $20,318,000 | 155 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 200 |
| Other employee benefit and retirement-related accounts, managed assets | $88,491,000 | 182 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $392,397,000 | 149 |
| Foundation and endowment trust and agency accounts, managed assets | $76,358,000 | 120 |
| 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 | $88,491,000 | 174 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $122,919,000 | 223 |
| Personal trust and agency accounts, non-managed assets | $1,297,000 | 269 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,182,000 | 193 |
| Employee benefit-defined benefit accounts, non-managed Assets | $106,440,000 | 68 |
| Other retirement accounts, non-managed assets | $0 | 328 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $42,610,000 | 251 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 350 |
| 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 | $889,907,000 | 207 |
| Managed Assets ($) | $781,711,000 | 181 |
| Personal trust and agency accounts, managed assets | $218,666,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $20,384,000 | 159 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $85,567,000 | 185 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $380,931,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | $76,163,000 | 120 |
| 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 | $85,567,000 | 177 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $108,196,000 | 234 |
| Personal trust and agency accounts, non-managed assets | $1,245,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $21,814,000 | 188 |
| Employee benefit-defined benefit accounts, non-managed Assets | $85,137,000 | 72 |
| Other retirement accounts, non-managed assets | $0 | 328 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $42,091,000 | 250 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 352 |
| 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 | $930,238,000 | 207 |
| Managed Assets ($) | $822,531,000 | 174 |
| Personal trust and agency accounts, managed assets | $220,221,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $20,045,000 | 160 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 204 |
| Other employee benefit and retirement-related accounts, managed assets | $85,548,000 | 183 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $426,230,000 | 136 |
| Foundation and endowment trust and agency accounts, managed assets | $70,487,000 | 126 |
| 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 | $85,548,000 | 172 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $107,707,000 | 235 |
| Personal trust and agency accounts, non-managed assets | $1,190,000 | 273 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $21,268,000 | 188 |
| Employee benefit-defined benefit accounts, non-managed Assets | $85,249,000 | 71 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $41,356,000 | 250 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 354 |
| 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 | $983,856,000 | 204 |
| Managed Assets ($) | $875,868,000 | 168 |
| Personal trust and agency accounts, managed assets | $228,581,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $24,650,000 | 157 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 275 |
| Other employee benefit and retirement-related accounts, managed assets | $89,013,000 | 179 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $460,659,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | $72,965,000 | 122 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $89,013,000 | 169 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $107,988,000 | 237 |
| Personal trust and agency accounts, non-managed assets | $1,202,000 | 453 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $17,397,000 | 222 |
| Employee benefit-defined benefit accounts, non-managed Assets | $89,389,000 | 71 |
| Other retirement accounts, non-managed assets | $0 | 646 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $39,346,000 | 306 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 682 |
| 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 | $970,356,000 | 202 |
| Managed Assets ($) | $862,944,000 | 169 |
| Personal trust and agency accounts, managed assets | $225,742,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $26,485,000 | 144 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 206 |
| Other employee benefit and retirement-related accounts, managed assets | $86,062,000 | 178 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $452,659,000 | 132 |
| Foundation and endowment trust and agency accounts, managed assets | $71,996,000 | 122 |
| 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 | $86,062,000 | 168 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $107,412,000 | 231 |
| Personal trust and agency accounts, non-managed assets | $1,177,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $17,137,000 | 189 |
| Employee benefit-defined benefit accounts, non-managed Assets | $89,098,000 | 69 |
| Other retirement accounts, non-managed assets | $0 | 323 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $40,027,000 | 254 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 347 |
| 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 | $945,268,000 | 200 |
| Managed Assets ($) | $837,007,000 | 167 |
| Personal trust and agency accounts, managed assets | $223,348,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $25,113,000 | 142 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $86,816,000 | 173 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $429,588,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | $72,142,000 | 119 |
| 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 | $86,816,000 | 163 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $108,261,000 | 228 |
| Personal trust and agency accounts, non-managed assets | $1,107,000 | 273 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $16,510,000 | 192 |
| Employee benefit-defined benefit accounts, non-managed Assets | $90,644,000 | 69 |
| Other retirement accounts, non-managed assets | $0 | 326 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $41,350,000 | 251 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 348 |
| 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 | $973,126,000 | 197 |
| Managed Assets ($) | $866,470,000 | 164 |
| Personal trust and agency accounts, managed assets | $227,250,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $24,666,000 | 146 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 207 |
| Other employee benefit and retirement-related accounts, managed assets | $87,656,000 | 167 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $442,844,000 | 125 |
| Foundation and endowment trust and agency accounts, managed assets | $84,054,000 | 109 |
| 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 | $87,656,000 | 156 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $106,656,000 | 228 |
| Personal trust and agency accounts, non-managed assets | $1,055,000 | 274 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,860,000 | 193 |
| Employee benefit-defined benefit accounts, non-managed Assets | $89,741,000 | 67 |
| Other retirement accounts, non-managed assets | $0 | 329 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $52,799,000 | 236 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 351 |
| 2016-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,118,915,000 | 171 |
| Managed Assets ($) | $1,012,938,000 | 140 |
| Personal trust and agency accounts, managed assets | $240,841,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $24,527,000 | 157 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 280 |
| Other employee benefit and retirement-related accounts, managed assets | $89,642,000 | 160 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $573,271,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | $84,657,000 | 108 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $89,462,000 | 149 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $105,977,000 | 236 |
| Personal trust and agency accounts, non-managed assets | $0 | 726 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $16,315,000 | 219 |
| Employee benefit-defined benefit accounts, non-managed Assets | $89,662,000 | 69 |
| Other retirement accounts, non-managed assets | $0 | 684 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $39,956,000 | 307 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 706 |
| 2016-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,081,515,000 | 179 |
| Managed Assets ($) | $977,477,000 | 145 |
| Personal trust and agency accounts, managed assets | $233,424,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $23,891,000 | 144 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
| Other employee benefit and retirement-related accounts, managed assets | $87,810,000 | 160 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $551,908,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $80,444,000 | 110 |
| 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 | $86,117,000 | 151 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $104,038,000 | 228 |
| Personal trust and agency accounts, non-managed assets | $0 | 323 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $16,008,000 | 183 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,529,000 | 66 |
| Other retirement accounts, non-managed assets | $288,000 | 318 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,213,000 | 112 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $38,708,000 | 252 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $288,000 | 341 |
| 2016-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,043,466,000 | 184 |
| Managed Assets ($) | $941,972,000 | 151 |
| Personal trust and agency accounts, managed assets | $230,397,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $23,012,000 | 152 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $86,013,000 | 161 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $523,491,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | $79,059,000 | 110 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $84,337,000 | 152 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $101,494,000 | 233 |
| Personal trust and agency accounts, non-managed assets | $0 | 325 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,159,000 | 190 |
| Employee benefit-defined benefit accounts, non-managed Assets | $84,418,000 | 67 |
| Other retirement accounts, non-managed assets | $738,000 | 306 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,179,000 | 116 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $40,297,000 | 250 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $738,000 | 333 |
| 2016-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,057,067,000 | 177 |
| Managed Assets ($) | $954,916,000 | 146 |
| Personal trust and agency accounts, managed assets | $238,019,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $22,852,000 | 152 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $87,331,000 | 152 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $525,896,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | $79,860,000 | 109 |
| Other fiduciary accounts, managed assets | $958,000 | 89 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $85,649,000 | 143 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $102,151,000 | 225 |
| Personal trust and agency accounts, non-managed assets | $871,000 | 286 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $14,657,000 | 190 |
| Employee benefit-defined benefit accounts, non-managed Assets | $85,009,000 | 67 |
| Other retirement accounts, non-managed assets | $1,614,000 | 286 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $38,207,000 | 254 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,614,000 | 314 |
| 2015-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,063,642,000 | 179 |
| Managed Assets ($) | $958,760,000 | 145 |
| Personal trust and agency accounts, managed assets | $239,754,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $19,692,000 | 178 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 298 |
| Other employee benefit and retirement-related accounts, managed assets | $87,544,000 | 149 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $530,753,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | $80,055,000 | 109 |
| Other fiduciary accounts, managed assets | $962,000 | 140 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $85,855,000 | 141 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $20,394,000 | 42 |
| Non-managed Assets ($) | $104,882,000 | 230 |
| Personal trust and agency accounts, non-managed assets | $1,481,000 | 451 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $14,676,000 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,464,000 | 68 |
| Other retirement accounts, non-managed assets | $1,604,000 | 513 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $657,000 | 291 |
| 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 | $38,639,000 | 312 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,604,000 | 581 |
| 2015-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,051,181,000 | 176 |
| Managed Assets ($) | $960,619,000 | 143 |
| Personal trust and agency accounts, managed assets | $239,457,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $33,925,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $87,837,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $519,626,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | $78,827,000 | 107 |
| Other fiduciary accounts, managed assets | $947,000 | 91 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $86,159,000 | 136 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $90,562,000 | 232 |
| Personal trust and agency accounts, non-managed assets | $2,344,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,260,000 | 257 |
| Employee benefit-defined benefit accounts, non-managed Assets | $85,315,000 | 66 |
| Other retirement accounts, non-managed assets | $1,559,000 | 280 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $84,000 | 143 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $38,136,000 | 259 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,559,000 | 312 |
| 2015-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,132,104,000 | 173 |
| Managed Assets ($) | $1,032,916,000 | 140 |
| Personal trust and agency accounts, managed assets | $255,570,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $40,918,000 | 119 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $93,285,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $556,914,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | $85,230,000 | 103 |
| Other fiduciary accounts, managed assets | $999,000 | 92 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $91,348,000 | 137 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $99,188,000 | 226 |
| Personal trust and agency accounts, non-managed assets | $2,432,000 | 256 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,259,000 | 264 |
| Employee benefit-defined benefit accounts, non-managed Assets | $93,589,000 | 66 |
| Other retirement accounts, non-managed assets | $1,819,000 | 277 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $89,000 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $39,840,000 | 262 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,819,000 | 309 |
| 2015-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,136,241,000 | 175 |
| Managed Assets ($) | $1,127,383,000 | 131 |
| Personal trust and agency accounts, managed assets | $260,629,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $41,321,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $93,339,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $93,508,000 | 144 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $552,045,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | $85,543,000 | 103 |
| Other fiduciary accounts, managed assets | $998,000 | 95 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $91,559,000 | 132 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,858,000 | 358 |
| Personal trust and agency accounts, non-managed assets | $3,555,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,515,000 | 259 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,909,000 | 120 |
| Other retirement accounts, non-managed assets | $1,879,000 | 282 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $40,578,000 | 262 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,879,000 | 311 |
| 2014-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,112,357,000 | 175 |
| Managed Assets ($) | $1,104,479,000 | 129 |
| Personal trust and agency accounts, managed assets | $264,938,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $42,836,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $93,486,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $90,224,000 | 146 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $522,881,000 | 105 |
| Foundation and endowment trust and agency accounts, managed assets | $85,777,000 | 103 |
| Other fiduciary accounts, managed assets | $4,337,000 | 90 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $88,280,000 | 133 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $24,731,000 | 43 |
| Non-managed Assets ($) | $7,878,000 | 639 |
| Personal trust and agency accounts, non-managed assets | $2,523,000 | 414 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,504,000 | 409 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,863,000 | 146 |
| Other retirement accounts, non-managed assets | $1,988,000 | 500 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $35,484,000 | 346 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,988,000 | 567 |
| 2014-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,095,205,000 | 174 |
| Managed Assets ($) | $1,070,083,000 | 129 |
| Personal trust and agency accounts, managed assets | $264,661,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $24,557,000 | 155 |
| Employee benefit-defined benefit accounts, managed assets | $92,359,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $91,559,000 | 143 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $510,273,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $82,419,000 | 103 |
| Other fiduciary accounts, managed assets | $4,255,000 | 64 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $89,542,000 | 129 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,122,000 | 320 |
| Personal trust and agency accounts, non-managed assets | $2,532,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $18,846,000 | 194 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,813,000 | 122 |
| Other retirement accounts, non-managed assets | $1,931,000 | 276 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $34,011,000 | 274 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,931,000 | 310 |
| 2014-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,107,168,000 | 167 |
| Managed Assets ($) | $1,081,293,000 | 128 |
| Personal trust and agency accounts, managed assets | $272,103,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $25,123,000 | 155 |
| Employee benefit-defined benefit accounts, managed assets | $92,703,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $92,822,000 | 140 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $510,448,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $83,912,000 | 101 |
| Other fiduciary accounts, managed assets | $4,182,000 | 62 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $90,715,000 | 128 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,875,000 | 316 |
| Personal trust and agency accounts, non-managed assets | $2,600,000 | 262 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $19,368,000 | 196 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,842,000 | 121 |
| Other retirement accounts, non-managed assets | $2,065,000 | 274 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $30,280,000 | 279 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,065,000 | 307 |
| 2014-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,109,666,000 | 165 |
| Managed Assets ($) | $1,084,888,000 | 128 |
| Personal trust and agency accounts, managed assets | $271,978,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $32,095,000 | 139 |
| Employee benefit-defined benefit accounts, managed assets | $92,884,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $86,259,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $518,222,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $82,491,000 | 99 |
| Other fiduciary accounts, managed assets | $959,000 | 88 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $84,201,000 | 131 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,778,000 | 321 |
| Personal trust and agency accounts, non-managed assets | $2,344,000 | 260 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $18,602,000 | 199 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,783,000 | 123 |
| Other retirement accounts, non-managed assets | $2,049,000 | 277 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $27,993,000 | 280 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,049,000 | 307 |
| 2013-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,023,260,000 | 172 |
| Managed Assets ($) | $999,176,000 | 130 |
| Personal trust and agency accounts, managed assets | $271,686,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $30,734,000 | 150 |
| Employee benefit-defined benefit accounts, managed assets | $90,908,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $86,228,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $440,840,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | $77,685,000 | 102 |
| Other fiduciary accounts, managed assets | $1,095,000 | 133 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $84,207,000 | 133 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $26,158,000 | 45 |
| Non-managed Assets ($) | $24,084,000 | 446 |
| Personal trust and agency accounts, non-managed assets | $2,425,000 | 428 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $17,860,000 | 237 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,748,000 | 150 |
| Other retirement accounts, non-managed assets | $2,051,000 | 499 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $26,514,000 | 369 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,051,000 | 567 |
| 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 | $980,559,000 | 170 |
| Managed Assets ($) | $957,170,000 | 128 |
| Personal trust and agency accounts, managed assets | $272,755,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $29,827,000 | 144 |
| Employee benefit-defined benefit accounts, managed assets | $89,121,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $82,846,000 | 144 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $406,045,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | $75,510,000 | 98 |
| Other fiduciary accounts, managed assets | $1,066,000 | 84 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $80,821,000 | 130 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,389,000 | 314 |
| Personal trust and agency accounts, non-managed assets | $2,373,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $17,323,000 | 191 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,676,000 | 117 |
| Other retirement accounts, non-managed assets | $2,017,000 | 262 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $26,014,000 | 275 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,017,000 | 295 |
| 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 | $931,741,000 | 167 |
| Managed Assets ($) | $908,414,000 | 130 |
| Personal trust and agency accounts, managed assets | $249,740,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $28,206,000 | 145 |
| Employee benefit-defined benefit accounts, managed assets | $86,031,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $79,467,000 | 141 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $390,895,000 | 113 |
| Foundation and endowment trust and agency accounts, managed assets | $73,174,000 | 99 |
| Other fiduciary accounts, managed assets | $901,000 | 88 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $77,448,000 | 130 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,327,000 | 314 |
| Personal trust and agency accounts, non-managed assets | $2,113,000 | 264 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $17,623,000 | 191 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,576,000 | 117 |
| Other retirement accounts, non-managed assets | $2,015,000 | 263 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $25,002,000 | 279 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,015,000 | 294 |
| 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 | $937,560,000 | 171 |
| Managed Assets ($) | $914,465,000 | 131 |
| Personal trust and agency accounts, managed assets | $257,022,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $27,959,000 | 145 |
| Employee benefit-defined benefit accounts, managed assets | $86,256,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $81,369,000 | 138 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $385,715,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | $75,241,000 | 96 |
| Other fiduciary accounts, managed assets | $903,000 | 86 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $79,102,000 | 126 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,095,000 | 319 |
| Personal trust and agency accounts, non-managed assets | $2,238,000 | 265 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $17,279,000 | 197 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,558,000 | 118 |
| Other retirement accounts, non-managed assets | $2,020,000 | 267 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $20,002,000 | 289 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,020,000 | 299 |
| 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 | $909,806,000 | 171 |
| Managed Assets ($) | $888,143,000 | 131 |
| Personal trust and agency accounts, managed assets | $259,828,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $26,275,000 | 151 |
| Employee benefit-defined benefit accounts, managed assets | $82,442,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $78,679,000 | 134 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $369,116,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | $70,929,000 | 95 |
| Other fiduciary accounts, managed assets | $874,000 | 126 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $75,512,000 | 124 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $16,633,000 | 48 |
| Non-managed Assets ($) | $21,663,000 | 476 |
| Personal trust and agency accounts, non-managed assets | $2,117,000 | 448 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $16,183,000 | 244 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,479,000 | 152 |
| Other retirement accounts, non-managed assets | $1,884,000 | 518 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $15,264,000 | 446 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,884,000 | 588 |
| 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 | $914,951,000 | 167 |
| Managed Assets ($) | $906,404,000 | 130 |
| Personal trust and agency accounts, managed assets | $262,599,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $42,630,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $79,598,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $75,469,000 | 139 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $375,474,000 | 113 |
| Foundation and endowment trust and agency accounts, managed assets | $70,634,000 | 95 |
| 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 | $75,469,000 | 119 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,547,000 | 333 |
| Personal trust and agency accounts, non-managed assets | $2,155,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,132,000 | 246 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,440,000 | 121 |
| Other retirement accounts, non-managed assets | $944,000 | 271 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $876,000 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $18,214,000 | 284 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,977,000 | 200 |
| 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 | $935,428,000 | 160 |
| Managed Assets ($) | $904,566,000 | 126 |
| Personal trust and agency accounts, managed assets | $256,835,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $50,904,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $77,256,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $75,212,000 | 133 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $375,603,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | $68,756,000 | 93 |
| 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 | $75,212,000 | 114 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,862,000 | 295 |
| Personal trust and agency accounts, non-managed assets | $2,295,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,166,000 | 240 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,373,000 | 120 |
| Other retirement accounts, non-managed assets | $963,000 | 274 |
| Corporate trust and agency accounts, non-managed assets | $22,156,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $909,000 | 160 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $18,484,000 | 284 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,300,000 | 193 |
| 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 | $958,483,000 | 156 |
| Managed Assets ($) | $924,303,000 | 126 |
| Personal trust and agency accounts, managed assets | $260,320,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $55,127,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $81,799,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $79,920,000 | 123 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $379,095,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | $68,042,000 | 95 |
| 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 | $79,920,000 | 105 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,180,000 | 292 |
| Personal trust and agency accounts, non-managed assets | $2,376,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,332,000 | 242 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,391,000 | 122 |
| Other retirement accounts, non-managed assets | $1,085,000 | 269 |
| Corporate trust and agency accounts, non-managed assets | $24,299,000 | 63 |
| Investment management and advisory agency accounts, non-managed assets | $1,697,000 | 139 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $19,520,000 | 290 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,367,000 | 195 |
| 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 | $872,502,000 | 160 |
| Managed Assets ($) | $841,453,000 | 131 |
| Personal trust and agency accounts, managed assets | $235,424,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $50,705,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $73,741,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $68,641,000 | 130 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $349,153,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | $63,789,000 | 93 |
| 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 | $68,641,000 | 114 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $20,128,000 | 51 |
| Non-managed Assets ($) | $31,049,000 | 400 |
| Personal trust and agency accounts, non-managed assets | $2,313,000 | 443 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,166,000 | 381 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,281,000 | 154 |
| Other retirement accounts, non-managed assets | $1,187,000 | 573 |
| Corporate trust and agency accounts, non-managed assets | $22,156,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | $946,000 | 273 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $18,741,000 | 422 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,846,000 | 296 |
| 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 | $830,009,000 | 162 |
| Managed Assets ($) | $797,594,000 | 134 |
| Personal trust and agency accounts, managed assets | $220,892,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $49,173,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $63,684,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $64,876,000 | 134 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $338,600,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | $60,369,000 | 89 |
| 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 | $62,803,000 | 121 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $32,415,000 | 286 |
| Personal trust and agency accounts, non-managed assets | $2,471,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,038,000 | 244 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,206,000 | 127 |
| Other retirement accounts, non-managed assets | $1,425,000 | 271 |
| Corporate trust and agency accounts, non-managed assets | $23,495,000 | 63 |
| Investment management and advisory agency accounts, non-managed assets | $780,000 | 141 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $19,618,000 | 282 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,054,000 | 180 |
| 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 | $890,519,000 | 163 |
| Managed Assets ($) | $857,509,000 | 135 |
| Personal trust and agency accounts, managed assets | $237,059,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $54,573,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $71,733,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $72,770,000 | 131 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $355,829,000 | 111 |
| Foundation and endowment trust and agency accounts, managed assets | $65,545,000 | 85 |
| 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 | $70,331,000 | 116 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $33,010,000 | 290 |
| Personal trust and agency accounts, non-managed assets | $3,767,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,484,000 | 242 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,343,000 | 126 |
| Other retirement accounts, non-managed assets | $1,318,000 | 278 |
| Corporate trust and agency accounts, non-managed assets | $22,210,000 | 67 |
| Investment management and advisory agency accounts, non-managed assets | $888,000 | 136 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $19,897,000 | 288 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,309,000 | 189 |
| 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 | $898,902,000 | 163 |
| Managed Assets ($) | $862,158,000 | 133 |
| Personal trust and agency accounts, managed assets | $241,479,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $54,385,000 | 102 |
| Employee benefit-defined benefit accounts, managed assets | $71,996,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $72,798,000 | 128 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $358,511,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | $62,989,000 | 85 |
| 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 | $70,535,000 | 109 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $36,744,000 | 286 |
| Personal trust and agency accounts, non-managed assets | $3,099,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,285,000 | 243 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,329,000 | 126 |
| Other retirement accounts, non-managed assets | $1,407,000 | 279 |
| Corporate trust and agency accounts, non-managed assets | $26,604,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $1,020,000 | 134 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $21,376,000 | 288 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,832,000 | 183 |
| 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 | $877,435,000 | 167 |
| Managed Assets ($) | $844,893,000 | 133 |
| Personal trust and agency accounts, managed assets | $243,212,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $51,639,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $69,740,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $70,067,000 | 128 |
| Corporate trust and agency accounts, managed assets | $311,000 | 173 |
| Investment management and investment advisory agency accounts, managed assets | $349,036,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | $60,888,000 | 89 |
| 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 | $67,739,000 | 110 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $22,310,000 | 55 |
| Non-managed Assets ($) | $32,542,000 | 400 |
| Personal trust and agency accounts, non-managed assets | $2,767,000 | 427 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,383,000 | 383 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,279,000 | 170 |
| Other retirement accounts, non-managed assets | $1,735,000 | 534 |
| Corporate trust and agency accounts, non-managed assets | $22,210,000 | 85 |
| Investment management and advisory agency accounts, non-managed assets | $1,061,000 | 255 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $107,000 | 165 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $18,019,000 | 438 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,692,000 | 293 |
| 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 | $835,977,000 | 167 |
| Managed Assets ($) | $803,112,000 | 137 |
| Personal trust and agency accounts, managed assets | $231,814,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $50,137,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $66,777,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $64,851,000 | 130 |
| Corporate trust and agency accounts, managed assets | $302,000 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $331,399,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | $57,832,000 | 87 |
| 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 | $64,851,000 | 108 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $32,865,000 | 288 |
| Personal trust and agency accounts, non-managed assets | $3,005,000 | 238 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,213,000 | 242 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,198,000 | 134 |
| Other retirement accounts, non-managed assets | $1,555,000 | 263 |
| Corporate trust and agency accounts, non-managed assets | $22,744,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | $1,053,000 | 123 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $97,000 | 89 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $18,356,000 | 293 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,483,000 | 161 |
| 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 | $797,828,000 | 169 |
| Managed Assets ($) | $765,956,000 | 132 |
| Personal trust and agency accounts, managed assets | $227,193,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $46,834,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $62,915,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $60,392,000 | 128 |
| Corporate trust and agency accounts, managed assets | $289,000 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $314,214,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | $54,119,000 | 82 |
| 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 | $60,392,000 | 106 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $31,872,000 | 289 |
| Personal trust and agency accounts, non-managed assets | $2,610,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,048,000 | 240 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,110,000 | 140 |
| Other retirement accounts, non-managed assets | $1,569,000 | 261 |
| Corporate trust and agency accounts, non-managed assets | $22,270,000 | 72 |
| Investment management and advisory agency accounts, non-managed assets | $1,177,000 | 120 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $88,000 | 90 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $18,427,000 | 292 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,274,000 | 156 |
| 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 | $898,753,000 | 159 |
| Managed Assets ($) | $800,480,000 | 133 |
| Personal trust and agency accounts, managed assets | $238,151,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $49,832,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $67,126,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $63,376,000 | 131 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $321,773,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | $60,222,000 | 79 |
| 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 | $63,376,000 | 105 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $98,273,000 | 215 |
| Personal trust and agency accounts, non-managed assets | $1,286,000 | 278 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,220,000 | 242 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,169,000 | 135 |
| Other retirement accounts, non-managed assets | $2,493,000 | 240 |
| Corporate trust and agency accounts, non-managed assets | $88,775,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $1,234,000 | 114 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $96,000 | 94 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $19,727,000 | 295 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,085,000 | 149 |
| 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 | $880,509,000 | 162 |
| Managed Assets ($) | $788,182,000 | 135 |
| Personal trust and agency accounts, managed assets | $233,679,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $47,559,000 | 116 |
| Employee benefit-defined benefit accounts, managed assets | $65,787,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $62,441,000 | 125 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $311,253,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | $67,463,000 | 74 |
| 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 | $62,441,000 | 104 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $16,801,000 | 60 |
| Non-managed Assets ($) | $92,327,000 | 240 |
| Personal trust and agency accounts, non-managed assets | $1,103,000 | 577 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,966,000 | 393 |
| Employee benefit-defined benefit accounts, non-managed Assets | $177,000 | 206 |
| Other retirement accounts, non-managed assets | $2,388,000 | 480 |
| Corporate trust and agency accounts, non-managed assets | $84,508,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $1,093,000 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $92,000 | 157 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $19,566,000 | 438 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,733,000 | 258 |
| 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 | $915,348,000 | 161 |
| Managed Assets ($) | $824,603,000 | 127 |
| Personal trust and agency accounts, managed assets | $251,599,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $95,880,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $63,271,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $60,554,000 | 126 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $353,299,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $90,745,000 | 214 |
| Personal trust and agency accounts, non-managed assets | $926,000 | 285 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,900,000 | 239 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $2,257,000 | 237 |
| Corporate trust and agency accounts, non-managed assets | $84,574,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $88,000 | 103 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $20,469,000 | 291 |
| 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 | $848,735,000 | 167 |
| Managed Assets ($) | $758,582,000 | 132 |
| Personal trust and agency accounts, managed assets | $235,868,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $84,811,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $57,909,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $54,085,000 | 131 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $325,909,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $90,153,000 | 208 |
| Personal trust and agency accounts, non-managed assets | $847,000 | 293 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,733,000 | 243 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $2,199,000 | 244 |
| Corporate trust and agency accounts, non-managed assets | $84,222,000 | 63 |
| 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 | $152,000 | 103 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $31,772,000 | 281 |
| 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 | $846,741,000 | 166 |
| Managed Assets ($) | $754,568,000 | 128 |
| Personal trust and agency accounts, managed assets | $240,285,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $90,258,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $53,652,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $45,278,000 | 138 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $325,095,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $92,173,000 | 208 |
| Personal trust and agency accounts, non-managed assets | $1,182,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,747,000 | 245 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $2,287,000 | 241 |
| Corporate trust and agency accounts, non-managed assets | $85,825,000 | 62 |
| 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 | $132,000 | 106 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $25,764,000 | 293 |
| 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 | $914,802,000 | 164 |
| Managed Assets ($) | $819,643,000 | 124 |
| Personal trust and agency accounts, managed assets | $263,343,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $102,511,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $57,810,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $47,977,000 | 144 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $348,002,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $95,159,000 | 227 |
| Personal trust and agency accounts, non-managed assets | $1,824,000 | 501 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,011,000 | 392 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,491,000 | 181 |
| Other retirement accounts, non-managed assets | $2,897,000 | 451 |
| Corporate trust and agency accounts, non-managed assets | $85,796,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $140,000 | 197 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $36,269,000 | 365 |
| 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 | $967,713,000 | 167 |
| Managed Assets ($) | $863,343,000 | 130 |
| Personal trust and agency accounts, managed assets | $287,777,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $115,015,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $64,297,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $55,662,000 | 136 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $340,592,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $104,370,000 | 211 |
| Personal trust and agency accounts, non-managed assets | $1,974,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,268,000 | 261 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,773,000 | 121 |
| Other retirement accounts, non-managed assets | $3,580,000 | 247 |
| Corporate trust and agency accounts, non-managed assets | $87,582,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $193,000 | 106 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $19,679,000 | 313 |
| 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 | $989,707,000 | 175 |
| Managed Assets ($) | $883,725,000 | 138 |
| Personal trust and agency accounts, managed assets | $310,123,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $116,598,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $69,062,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $60,104,000 | 142 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $327,838,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $105,982,000 | 220 |
| Personal trust and agency accounts, non-managed assets | $1,949,000 | 285 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,240,000 | 274 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,909,000 | 126 |
| Other retirement accounts, non-managed assets | $3,593,000 | 247 |
| Corporate trust and agency accounts, non-managed assets | $89,040,000 | 64 |
| 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 | $251,000 | 111 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $21,526,000 | 314 |
| 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 | $833,452,000 | 190 |
| Managed Assets ($) | $815,510,000 | 150 |
| Personal trust and agency accounts, managed assets | $265,278,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $110,259,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $63,555,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $59,869,000 | 142 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $316,549,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,942,000 | 339 |
| Personal trust and agency accounts, non-managed assets | $2,173,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,272,000 | 278 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,269,000 | 131 |
| Other retirement accounts, non-managed assets | $3,832,000 | 245 |
| Corporate trust and agency accounts, non-managed assets | $128,000 | 150 |
| 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 | $268,000 | 109 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,676,000 | 354 |
| 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 | $864,337,000 | 191 |
| Managed Assets ($) | $845,432,000 | 148 |
| Personal trust and agency accounts, managed assets | $276,673,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $109,417,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $66,229,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $63,068,000 | 138 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $330,045,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,905,000 | 517 |
| Personal trust and agency accounts, non-managed assets | $1,987,000 | 519 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,216,000 | 444 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,839,000 | 145 |
| Other retirement accounts, non-managed assets | $4,415,000 | 414 |
| Corporate trust and agency accounts, non-managed assets | $127,000 | 277 |
| 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 | $321,000 | 170 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,721,000 | 621 |
| 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 | $904,162,000 | 187 |
| Managed Assets ($) | $884,645,000 | 146 |
| Personal trust and agency accounts, managed assets | $287,503,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $120,173,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $66,695,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $61,926,000 | 139 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $348,348,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,517,000 | 318 |
| Personal trust and agency accounts, non-managed assets | $2,193,000 | 280 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,334,000 | 273 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,479,000 | 130 |
| Other retirement accounts, non-managed assets | $5,044,000 | 219 |
| Corporate trust and agency accounts, non-managed assets | $125,000 | 154 |
| 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 | $342,000 | 101 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,913,000 | 350 |
| 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 | $902,319,000 | 192 |
| Managed Assets ($) | $883,034,000 | 146 |
| Personal trust and agency accounts, managed assets | $308,041,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $114,160,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $65,956,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $58,481,000 | 140 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $336,396,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,285,000 | 328 |
| Personal trust and agency accounts, non-managed assets | $2,247,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,207,000 | 284 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,331,000 | 135 |
| Other retirement accounts, non-managed assets | $5,015,000 | 230 |
| Corporate trust and agency accounts, non-managed assets | $150,000 | 159 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $335,000 | 102 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $11,074,000 | 345 |
| 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 | $875,754,000 | 193 |
| Managed Assets ($) | $855,952,000 | 144 |
| Personal trust and agency accounts, managed assets | $296,960,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $108,247,000 | 76 |
| Employee benefit-defined benefit accounts, managed assets | $63,983,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $56,928,000 | 138 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $329,834,000 | 132 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,802,000 | 330 |
| Personal trust and agency accounts, non-managed assets | $2,215,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,152,000 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,939,000 | 135 |
| Other retirement accounts, non-managed assets | $5,504,000 | 227 |
| Corporate trust and agency accounts, non-managed assets | $148,000 | 155 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $844,000 | 85 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,694,000 | 349 |
| 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 | $871,903,000 | 192 |
| Managed Assets ($) | $850,684,000 | 145 |
| Personal trust and agency accounts, managed assets | $299,266,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $106,764,000 | 76 |
| Employee benefit-defined benefit accounts, managed assets | $62,704,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $57,005,000 | 137 |
| Corporate trust and agency accounts, managed assets | $1,000 | 266 |
| Investment management and investment advisory agency accounts, managed assets | $324,944,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,219,000 | 507 |
| Personal trust and agency accounts, non-managed assets | $2,542,000 | 482 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,179,000 | 455 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,453,000 | 148 |
| Other retirement accounts, non-managed assets | $5,749,000 | 366 |
| Corporate trust and agency accounts, non-managed assets | $146,000 | 291 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,150,000 | 130 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,899,000 | 591 |
| 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 | $851,069,000 | 198 |
| Managed Assets ($) | $830,540,000 | 152 |
| Personal trust and agency accounts, managed assets | $296,704,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $106,561,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $54,609,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $52,784,000 | 139 |
| Corporate trust and agency accounts, managed assets | $1,000 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $319,881,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,529,000 | 324 |
| Personal trust and agency accounts, non-managed assets | $2,509,000 | 273 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,116,000 | 276 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,569,000 | 139 |
| Other retirement accounts, non-managed assets | $6,046,000 | 221 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 159 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,124,000 | 81 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $9,183,000 | 338 |
| 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 | $842,121,000 | 207 |
| Managed Assets ($) | $822,167,000 | 157 |
| Personal trust and agency accounts, managed assets | $285,387,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $104,236,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $53,540,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $52,295,000 | 145 |
| Corporate trust and agency accounts, managed assets | $1,000 | 102 |
| Investment management and investment advisory agency accounts, managed assets | $326,708,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,954,000 | 330 |
| Personal trust and agency accounts, non-managed assets | $2,525,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,016,000 | 279 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,161,000 | 149 |
| Other retirement accounts, non-managed assets | $5,969,000 | 227 |
| Corporate trust and agency accounts, non-managed assets | $163,000 | 163 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,120,000 | 87 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $7,808,000 | 348 |
| 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 | $859,845,000 | 205 |
| Managed Assets ($) | $839,243,000 | 153 |
| Personal trust and agency accounts, managed assets | $290,679,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $108,112,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $54,543,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $54,305,000 | 136 |
| Corporate trust and agency accounts, managed assets | $1,000 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $331,603,000 | 132 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,602,000 | 332 |
| Personal trust and agency accounts, non-managed assets | $2,677,000 | 280 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,058,000 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,206,000 | 144 |
| Other retirement accounts, non-managed assets | $6,274,000 | 224 |
| Corporate trust and agency accounts, non-managed assets | $162,000 | 166 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,225,000 | 90 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,480,000 | 356 |
| 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 | $831,761,000 | 208 |
| Managed Assets ($) | $811,923,000 | 159 |
| Personal trust and agency accounts, managed assets | $278,275,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $102,843,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $52,688,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $52,403,000 | 135 |
| Corporate trust and agency accounts, managed assets | $1,000 | 292 |
| Investment management and investment advisory agency accounts, managed assets | $325,713,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,838,000 | 510 |
| Personal trust and agency accounts, non-managed assets | $2,674,000 | 476 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,883,000 | 477 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,815,000 | 156 |
| Other retirement accounts, non-managed assets | $6,227,000 | 348 |
| Corporate trust and agency accounts, non-managed assets | $22,000 | 347 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,217,000 | 133 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,107,000 | 654 |
| 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 | $806,019,000 | 207 |
| Managed Assets ($) | $782,641,000 | 159 |
| Personal trust and agency accounts, managed assets | $276,503,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $102,155,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $45,153,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $50,777,000 | 132 |
| Corporate trust and agency accounts, managed assets | $1,000 | 108 |
| Investment management and investment advisory agency accounts, managed assets | $308,052,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,378,000 | 319 |
| Personal trust and agency accounts, non-managed assets | $6,096,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,921,000 | 285 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,299,000 | 140 |
| Other retirement accounts, non-managed assets | $6,834,000 | 201 |
| Corporate trust and agency accounts, non-managed assets | $23,000 | 177 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,205,000 | 88 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,545,000 | 351 |
| 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 | $795,754,000 | 208 |
| Managed Assets ($) | $772,158,000 | 157 |
| Personal trust and agency accounts, managed assets | $274,697,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $102,120,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $44,191,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $49,514,000 | 131 |
| Corporate trust and agency accounts, managed assets | $1,000 | 111 |
| Investment management and investment advisory agency accounts, managed assets | $301,635,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,596,000 | 323 |
| Personal trust and agency accounts, non-managed assets | $6,143,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,881,000 | 294 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,041,000 | 137 |
| Other retirement accounts, non-managed assets | $7,299,000 | 202 |
| Corporate trust and agency accounts, non-managed assets | $23,000 | 180 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,209,000 | 93 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $7,616,000 | 359 |
| 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 | $789,799,000 | 213 |
| Managed Assets ($) | $766,687,000 | 154 |
| Personal trust and agency accounts, managed assets | $275,132,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $98,064,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $50,201,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $46,232,000 | 138 |
| Corporate trust and agency accounts, managed assets | $1,000 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $297,057,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,112,000 | 327 |
| Personal trust and agency accounts, non-managed assets | $7,071,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,801,000 | 294 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,267,000 | 141 |
| Other retirement accounts, non-managed assets | $6,712,000 | 210 |
| Corporate trust and agency accounts, non-managed assets | $23,000 | 182 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,238,000 | 91 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,530,000 | 362 |
| 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 | $785,272,000 | 210 |
| Managed Assets ($) | $755,351,000 | 150 |
| Personal trust and agency accounts, managed assets | $279,603,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $98,302,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $48,744,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $44,816,000 | 141 |
| Corporate trust and agency accounts, managed assets | $1,000 | 297 |
| Investment management and investment advisory agency accounts, managed assets | $283,885,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,921,000 | 431 |
| Personal trust and agency accounts, non-managed assets | $13,285,000 | 260 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,309,000 | 471 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,886,000 | 172 |
| Other retirement accounts, non-managed assets | $7,397,000 | 310 |
| Corporate trust and agency accounts, non-managed assets | $44,000 | 331 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,341,000 | 644 |
| 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 | $734,478,000 | 214 |
| Managed Assets ($) | $695,627,000 | 155 |
| Personal trust and agency accounts, managed assets | $261,669,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $97,159,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $50,656,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $42,464,000 | 141 |
| Corporate trust and agency accounts, managed assets | $1,000 | 103 |
| Investment management and investment advisory agency accounts, managed assets | $243,678,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $38,851,000 | 294 |
| Personal trust and agency accounts, non-managed assets | $22,788,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,932,000 | 291 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,989,000 | 147 |
| Other retirement accounts, non-managed assets | $8,098,000 | 194 |
| Corporate trust and agency accounts, non-managed assets | $44,000 | 175 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,683,000 | 362 |
| 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 | $704,664,000 | 219 |
| Managed Assets ($) | $670,780,000 | 161 |
| Personal trust and agency accounts, managed assets | $257,737,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $93,807,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $55,225,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $39,717,000 | 147 |
| Corporate trust and agency accounts, managed assets | $1,000 | 108 |
| Investment management and investment advisory agency accounts, managed assets | $224,293,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $33,884,000 | 310 |
| Personal trust and agency accounts, non-managed assets | $22,779,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,942,000 | 300 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $8,119,000 | 198 |
| Corporate trust and agency accounts, non-managed assets | $44,000 | 182 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,112,000 | 364 |
| 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 | $716,428,000 | 215 |
| Managed Assets ($) | $676,737,000 | 160 |
| Personal trust and agency accounts, managed assets | $260,714,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $88,972,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $57,845,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $39,661,000 | 146 |
| Corporate trust and agency accounts, managed assets | $8,191,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $221,354,000 | 148 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,691,000 | 304 |
| Personal trust and agency accounts, non-managed assets | $22,732,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,912,000 | 302 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $8,557,000 | 197 |
| Corporate trust and agency accounts, non-managed assets | $5,490,000 | 136 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,568,000 | 372 |
| 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 | $683,316,000 | 224 |
| Managed Assets ($) | $648,611,000 | 171 |
| Personal trust and agency accounts, managed assets | $257,043,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $85,497,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $53,776,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $37,131,000 | 154 |
| Corporate trust and agency accounts, managed assets | $8,449,000 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $206,715,000 | 153 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,705,000 | 417 |
| Personal trust and agency accounts, non-managed assets | $22,744,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,860,000 | 502 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $9,041,000 | 293 |
| Corporate trust and agency accounts, non-managed assets | $60,000 | 355 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,570,000 | 664 |
| 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 | $642,117,000 | 232 |
| Managed Assets ($) | $607,911,000 | 178 |
| Personal trust and agency accounts, managed assets | $249,872,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $78,553,000 | 102 |
| Employee benefit-defined benefit accounts, managed assets | $47,778,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $34,514,000 | 158 |
| Corporate trust and agency accounts, managed assets | $8,617,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $188,577,000 | 156 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,206,000 | 319 |
| Personal trust and agency accounts, non-managed assets | $21,978,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,712,000 | 312 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $9,456,000 | 197 |
| Corporate trust and agency accounts, non-managed assets | $60,000 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,834,000 | 389 |
| 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 | $612,926,000 | 243 |
| Managed Assets ($) | $590,519,000 | 183 |
| Personal trust and agency accounts, managed assets | $251,305,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $75,122,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $47,552,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $33,804,000 | 160 |
| Corporate trust and agency accounts, managed assets | $258,000 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $182,478,000 | 161 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,407,000 | 345 |
| Personal trust and agency accounts, non-managed assets | $10,574,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,637,000 | 313 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $9,107,000 | 201 |
| Corporate trust and agency accounts, non-managed assets | $89,000 | 182 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,939,000 | 392 |
| 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 | $582,402,000 | 245 |
| Managed Assets ($) | $509,712,000 | 196 |
| Personal trust and agency accounts, managed assets | $240,224,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $27,722,000 | 197 |
| Employee benefit-defined benefit accounts, managed assets | $44,635,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $31,725,000 | 162 |
| Corporate trust and agency accounts, managed assets | $1,000 | 130 |
| Investment management and investment advisory agency accounts, managed assets | $165,405,000 | 164 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $72,690,000 | 276 |
| Personal trust and agency accounts, non-managed assets | $10,362,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $43,529,000 | 166 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $9,000,000 | 201 |
| Corporate trust and agency accounts, non-managed assets | $9,799,000 | 134 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,733,000 | 393 |
| 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 | $657,537,000 | 237 |
| Managed Assets ($) | $583,400,000 | 180 |
| Personal trust and agency accounts, managed assets | $238,553,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $26,261,000 | 219 |
| Employee benefit-defined benefit accounts, managed assets | $42,344,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $33,680,000 | 161 |
| Corporate trust and agency accounts, managed assets | $1,000 | 352 |
| Investment management and investment advisory agency accounts, managed assets | $242,561,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $74,137,000 | 302 |
| Personal trust and agency accounts, non-managed assets | $11,657,000 | 296 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $43,140,000 | 173 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $9,482,000 | 270 |
| Corporate trust and agency accounts, non-managed assets | $9,858,000 | 163 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,242,000 | 764 |
| 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 | $615,493,000 | 222 |
| Managed Assets ($) | $504,995,000 | 183 |
| Personal trust and agency accounts, managed assets | $249,345,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $27,974,000 | 214 |
| Employee benefit-defined benefit accounts, managed assets | $36,661,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $29,546,000 | 170 |
| Corporate trust and agency accounts, managed assets | $1,000 | 335 |
| Investment management and investment advisory agency accounts, managed assets | $161,468,000 | 157 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $110,498,000 | 236 |
| Personal trust and agency accounts, non-managed assets | $26,381,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $39,754,000 | 162 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,323,000 | 158 |
| Other retirement accounts, non-managed assets | $13,747,000 | 203 |
| Corporate trust and agency accounts, non-managed assets | $21,293,000 | 146 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,888,000 | 660 |
| 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 |
