Home > Somerset Trust Company > Total Fiduciary and Related Assets
Somerset Trust Company, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $709,499,000 | 298 |
| Managed Assets ($) | $633,921,000 | 269 |
| Personal trust and agency accounts, managed assets | $383,321,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,802,000 | 206 |
| Employee benefit-defined benefit accounts, managed assets | $7,645,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $135,621,000 | 163 |
| Corporate trust and agency accounts, managed assets | $561,000 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $52,909,000 | 406 |
| Foundation and endowment trust and agency accounts, managed assets | $38,228,000 | 217 |
| Other fiduciary accounts, managed assets | $4,834,000 | 80 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $135,336,000 | 162 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $75,578,000 | 314 |
| Personal trust and agency accounts, non-managed assets | $38,099,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $81,000 | 333 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $21,774,000 | 157 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $5,032,000 | 180 |
| Foundation and endowment trust and agency accounts, non-managed assets | $563,000 | 197 |
| Other fiduciary accounts, non-managed assets | $10,029,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $89,356,000 | 258 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,774,000 | 176 |
| 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 | $694,311,000 | 275 |
| Managed Assets ($) | $627,979,000 | 253 |
| Personal trust and agency accounts, managed assets | $360,433,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,136,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $18,285,000 | 113 |
| Other employee benefit and retirement-related accounts, managed assets | $125,262,000 | 155 |
| Corporate trust and agency accounts, managed assets | $621,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $50,980,000 | 302 |
| Foundation and endowment trust and agency accounts, managed assets | $35,637,000 | 190 |
| Other fiduciary accounts, managed assets | $4,625,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $125,006,000 | 152 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $66,332,000 | 258 |
| Personal trust and agency accounts, non-managed assets | $33,044,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,000 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $149,000 | 109 |
| Other retirement accounts, non-managed assets | $18,831,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $4,529,000 | 128 |
| Foundation and endowment trust and agency accounts, non-managed assets | $538,000 | 159 |
| Other fiduciary accounts, non-managed assets | $9,178,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $71,450,000 | 230 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,831,000 | 137 |
| 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 | $708,279,000 | 284 |
| Managed Assets ($) | $642,731,000 | 257 |
| Personal trust and agency accounts, managed assets | $368,087,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,041,000 | 119 |
| Employee benefit-defined benefit accounts, managed assets | $18,725,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $129,281,000 | 157 |
| Corporate trust and agency accounts, managed assets | $617,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $51,597,000 | 356 |
| Foundation and endowment trust and agency accounts, managed assets | $36,932,000 | 206 |
| Other fiduciary accounts, managed assets | $4,451,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $128,278,000 | 155 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $65,548,000 | 293 |
| Personal trust and agency accounts, non-managed assets | $33,453,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $19,052,000 | 139 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $2,456,000 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $567,000 | 171 |
| Other fiduciary accounts, non-managed assets | $10,020,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $67,011,000 | 249 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,987,000 | 156 |
| 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 | $705,660,000 | 276 |
| Managed Assets ($) | $644,124,000 | 257 |
| Personal trust and agency accounts, managed assets | $378,806,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,948,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $18,783,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $122,958,000 | 161 |
| Corporate trust and agency accounts, managed assets | $613,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $49,922,000 | 309 |
| Foundation and endowment trust and agency accounts, managed assets | $35,702,000 | 194 |
| Other fiduciary accounts, managed assets | $4,392,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $122,005,000 | 155 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $61,536,000 | 267 |
| Personal trust and agency accounts, non-managed assets | $29,859,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 229 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $19,305,000 | 125 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $2,219,000 | 162 |
| Foundation and endowment trust and agency accounts, non-managed assets | $561,000 | 123 |
| Other fiduciary accounts, non-managed assets | $9,592,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $59,202,000 | 239 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,246,000 | 141 |
| 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 | $686,137,000 | 295 |
| Managed Assets ($) | $628,351,000 | 266 |
| Personal trust and agency accounts, managed assets | $374,550,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,807,000 | 135 |
| Employee benefit-defined benefit accounts, managed assets | $18,612,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $118,396,000 | 170 |
| Corporate trust and agency accounts, managed assets | $606,000 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $44,424,000 | 423 |
| Foundation and endowment trust and agency accounts, managed assets | $35,087,000 | 223 |
| Other fiduciary accounts, managed assets | $3,869,000 | 77 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $117,488,000 | 164 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $57,786,000 | 336 |
| Personal trust and agency accounts, non-managed assets | $28,442,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 360 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $17,987,000 | 164 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $1,986,000 | 242 |
| Foundation and endowment trust and agency accounts, non-managed assets | $565,000 | 166 |
| Other fiduciary accounts, non-managed assets | $8,806,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,200,000 | 314 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,929,000 | 201 |
| 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 | $647,176,000 | 285 |
| Managed Assets ($) | $590,726,000 | 262 |
| Personal trust and agency accounts, managed assets | $349,701,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,924,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $17,661,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $112,050,000 | 168 |
| Corporate trust and agency accounts, managed assets | $677,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $42,690,000 | 325 |
| Foundation and endowment trust and agency accounts, managed assets | $33,182,000 | 200 |
| Other fiduciary accounts, managed assets | $3,841,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $111,203,000 | 162 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $56,450,000 | 281 |
| Personal trust and agency accounts, non-managed assets | $28,830,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 246 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $16,921,000 | 137 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $1,887,000 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $504,000 | 129 |
| Other fiduciary accounts, non-managed assets | $8,308,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,116,000 | 249 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,875,000 | 147 |
| 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 | $656,888,000 | 262 |
| Managed Assets ($) | $610,152,000 | 237 |
| Personal trust and agency accounts, managed assets | $364,591,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,699,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $18,498,000 | 112 |
| Other employee benefit and retirement-related accounts, managed assets | $114,259,000 | 162 |
| Corporate trust and agency accounts, managed assets | $685,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $40,549,000 | 357 |
| Foundation and endowment trust and agency accounts, managed assets | $34,994,000 | 198 |
| Other fiduciary accounts, managed assets | $3,877,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $113,382,000 | 155 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $46,736,000 | 290 |
| Personal trust and agency accounts, non-managed assets | $20,526,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 267 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $14,916,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $2,128,000 | 164 |
| Foundation and endowment trust and agency accounts, non-managed assets | $563,000 | 129 |
| Other fiduciary accounts, non-managed assets | $8,603,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $46,882,000 | 258 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,201,000 | 168 |
| 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 | $706,680,000 | 252 |
| Managed Assets ($) | $647,454,000 | 231 |
| Personal trust and agency accounts, managed assets | $384,708,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,075,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $20,270,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $120,497,000 | 166 |
| Corporate trust and agency accounts, managed assets | $689,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $42,035,000 | 303 |
| Foundation and endowment trust and agency accounts, managed assets | $39,002,000 | 181 |
| Other fiduciary accounts, managed assets | $4,178,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $119,509,000 | 159 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $59,226,000 | 247 |
| Personal trust and agency accounts, non-managed assets | $21,354,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $16,933,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $2,509,000 | 143 |
| Foundation and endowment trust and agency accounts, non-managed assets | $582,000 | 115 |
| Other fiduciary accounts, non-managed assets | $17,848,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $52,298,000 | 234 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,121,000 | 147 |
| 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 | $734,307,000 | 265 |
| Managed Assets ($) | $666,710,000 | 242 |
| Personal trust and agency accounts, managed assets | $393,042,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,872,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $21,475,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $129,603,000 | 171 |
| Corporate trust and agency accounts, managed assets | $706,000 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $37,226,000 | 425 |
| Foundation and endowment trust and agency accounts, managed assets | $41,300,000 | 206 |
| Other fiduciary accounts, managed assets | $4,486,000 | 72 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $129,107,000 | 164 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $67,597,000 | 306 |
| Personal trust and agency accounts, non-managed assets | $27,538,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
| Other retirement accounts, non-managed assets | $18,278,000 | 170 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $2,639,000 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $608,000 | 148 |
| Other fiduciary accounts, non-managed assets | $18,534,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $48,710,000 | 304 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,924,000 | 213 |
| 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 | $674,958,000 | 254 |
| Managed Assets ($) | $609,803,000 | 236 |
| Personal trust and agency accounts, managed assets | $365,138,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,841,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $20,757,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $121,148,000 | 171 |
| Corporate trust and agency accounts, managed assets | $779,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $21,358,000 | 299 |
| Foundation and endowment trust and agency accounts, managed assets | $38,869,000 | 186 |
| Other fiduciary accounts, managed assets | $4,913,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $120,156,000 | 166 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $65,155,000 | 241 |
| Personal trust and agency accounts, non-managed assets | $26,597,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
| Other retirement accounts, non-managed assets | $18,140,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $2,538,000 | 141 |
| Foundation and endowment trust and agency accounts, non-managed assets | $557,000 | 108 |
| Other fiduciary accounts, non-managed assets | $17,323,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,331,000 | 230 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,395,000 | 147 |
| 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 | $667,468,000 | 268 |
| Managed Assets ($) | $603,110,000 | 246 |
| Personal trust and agency accounts, managed assets | $360,562,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,785,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $21,004,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $118,783,000 | 182 |
| Corporate trust and agency accounts, managed assets | $780,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $18,444,000 | 357 |
| Foundation and endowment trust and agency accounts, managed assets | $38,809,000 | 202 |
| Other fiduciary accounts, managed assets | $4,943,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $117,801,000 | 177 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $64,358,000 | 278 |
| Personal trust and agency accounts, non-managed assets | $26,377,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 267 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $17,029,000 | 143 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $2,573,000 | 159 |
| Foundation and endowment trust and agency accounts, non-managed assets | $581,000 | 116 |
| Other fiduciary accounts, non-managed assets | $17,798,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,924,000 | 248 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,260,000 | 170 |
| 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 | $645,111,000 | 256 |
| Managed Assets ($) | $583,016,000 | 235 |
| Personal trust and agency accounts, managed assets | $352,276,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,676,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $20,404,000 | 114 |
| Other employee benefit and retirement-related accounts, managed assets | $112,455,000 | 178 |
| Corporate trust and agency accounts, managed assets | $778,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $14,472,000 | 303 |
| Foundation and endowment trust and agency accounts, managed assets | $37,183,000 | 185 |
| Other fiduciary accounts, managed assets | $6,772,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $111,539,000 | 172 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $62,095,000 | 242 |
| Personal trust and agency accounts, non-managed assets | $26,410,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $16,378,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $2,539,000 | 138 |
| Foundation and endowment trust and agency accounts, non-managed assets | $588,000 | 107 |
| Other fiduciary accounts, non-managed assets | $16,180,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $54,409,000 | 227 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,604,000 | 156 |
| 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 | $624,107,000 | 268 |
| Managed Assets ($) | $566,084,000 | 245 |
| Personal trust and agency accounts, managed assets | $342,347,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,519,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $19,907,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $108,639,000 | 184 |
| Corporate trust and agency accounts, managed assets | $2,928,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $13,131,000 | 510 |
| Foundation and endowment trust and agency accounts, managed assets | $36,084,000 | 212 |
| Other fiduciary accounts, managed assets | $6,529,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $107,771,000 | 178 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $58,023,000 | 317 |
| Personal trust and agency accounts, non-managed assets | $23,447,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 365 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 148 |
| Other retirement accounts, non-managed assets | $15,586,000 | 181 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $2,477,000 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $554,000 | 151 |
| Other fiduciary accounts, non-managed assets | $15,959,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $54,691,000 | 282 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,980,000 | 227 |
| 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 | $576,885,000 | 255 |
| Managed Assets ($) | $523,641,000 | 231 |
| Personal trust and agency accounts, managed assets | $321,155,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,882,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $18,955,000 | 112 |
| Other employee benefit and retirement-related accounts, managed assets | $96,564,000 | 182 |
| Corporate trust and agency accounts, managed assets | $2,814,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $9,102,000 | 308 |
| Foundation and endowment trust and agency accounts, managed assets | $32,247,000 | 184 |
| Other fiduciary accounts, managed assets | $8,922,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $95,785,000 | 176 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $53,244,000 | 249 |
| Personal trust and agency accounts, non-managed assets | $22,318,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 122 |
| Other retirement accounts, non-managed assets | $14,014,000 | 138 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $2,334,000 | 139 |
| Foundation and endowment trust and agency accounts, non-managed assets | $481,000 | 112 |
| Other fiduciary accounts, non-managed assets | $14,097,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $51,792,000 | 223 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,418,000 | 164 |
| 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 | $551,762,000 | 277 |
| Managed Assets ($) | $497,502,000 | 249 |
| Personal trust and agency accounts, managed assets | $305,250,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,741,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $19,172,000 | 117 |
| Other employee benefit and retirement-related accounts, managed assets | $88,412,000 | 192 |
| Corporate trust and agency accounts, managed assets | $3,280,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $7,191,000 | 360 |
| Foundation and endowment trust and agency accounts, managed assets | $31,041,000 | 198 |
| Other fiduciary accounts, managed assets | $8,415,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $87,681,000 | 188 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $54,260,000 | 278 |
| Personal trust and agency accounts, non-managed assets | $23,191,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 264 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,000 | 129 |
| Other retirement accounts, non-managed assets | $14,424,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $2,468,000 | 161 |
| Foundation and endowment trust and agency accounts, non-managed assets | $490,000 | 120 |
| Other fiduciary accounts, non-managed assets | $13,676,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $51,428,000 | 240 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,833,000 | 173 |
| 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 | $505,412,000 | 258 |
| Managed Assets ($) | $454,705,000 | 233 |
| Personal trust and agency accounts, managed assets | $282,986,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,171,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $17,827,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $77,671,000 | 188 |
| Corporate trust and agency accounts, managed assets | $3,035,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $6,401,000 | 310 |
| Foundation and endowment trust and agency accounts, managed assets | $27,756,000 | 183 |
| Other fiduciary accounts, managed assets | $7,858,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $77,046,000 | 182 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $50,707,000 | 243 |
| Personal trust and agency accounts, non-managed assets | $22,962,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,000 | 122 |
| Other retirement accounts, non-managed assets | $13,515,000 | 135 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $1,801,000 | 141 |
| Foundation and endowment trust and agency accounts, non-managed assets | $432,000 | 116 |
| Other fiduciary accounts, non-managed assets | $11,986,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,622,000 | 221 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,988,000 | 162 |
| 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 | $568,490,000 | 275 |
| Managed Assets ($) | $510,714,000 | 244 |
| Personal trust and agency accounts, managed assets | $322,816,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,351,000 | 130 |
| Employee benefit-defined benefit accounts, managed assets | $19,763,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $88,115,000 | 199 |
| Corporate trust and agency accounts, managed assets | $3,037,000 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $4,493,000 | 567 |
| Foundation and endowment trust and agency accounts, managed assets | $31,750,000 | 210 |
| Other fiduciary accounts, managed assets | $7,389,000 | 70 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $87,382,000 | 190 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $57,776,000 | 310 |
| Personal trust and agency accounts, non-managed assets | $26,177,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 378 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,000 | 151 |
| Other retirement accounts, non-managed assets | $16,336,000 | 175 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $1,415,000 | 244 |
| Foundation and endowment trust and agency accounts, non-managed assets | $535,000 | 156 |
| Other fiduciary accounts, non-managed assets | $13,302,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,784,000 | 276 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,631,000 | 215 |
| 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 | $588,967,000 | 254 |
| Managed Assets ($) | $501,924,000 | 237 |
| Personal trust and agency accounts, managed assets | $317,300,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,339,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $19,243,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $83,408,000 | 196 |
| Corporate trust and agency accounts, managed assets | $2,901,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $7,356,000 | 313 |
| Foundation and endowment trust and agency accounts, managed assets | $36,163,000 | 172 |
| Other fiduciary accounts, managed assets | $3,214,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $82,752,000 | 190 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $87,043,000 | 230 |
| Personal trust and agency accounts, non-managed assets | $25,092,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 241 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,982,000 | 79 |
| Other retirement accounts, non-managed assets | $17,710,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $2,046,000 | 140 |
| Foundation and endowment trust and agency accounts, non-managed assets | $580,000 | 116 |
| Other fiduciary accounts, non-managed assets | $12,633,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,034,000 | 219 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,034,000 | 153 |
| 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 | $578,783,000 | 264 |
| Managed Assets ($) | $493,147,000 | 246 |
| Personal trust and agency accounts, managed assets | $321,263,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,827,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $19,094,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $81,159,000 | 202 |
| Corporate trust and agency accounts, managed assets | $3,420,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $4,422,000 | 354 |
| Foundation and endowment trust and agency accounts, managed assets | $27,819,000 | 200 |
| Other fiduciary accounts, managed assets | $4,143,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $80,511,000 | 195 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $85,636,000 | 249 |
| Personal trust and agency accounts, non-managed assets | $20,218,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 263 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,412,000 | 80 |
| Other retirement accounts, non-managed assets | $21,383,000 | 125 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $2,068,000 | 155 |
| Foundation and endowment trust and agency accounts, non-managed assets | $549,000 | 118 |
| Other fiduciary accounts, non-managed assets | $12,006,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,254,000 | 237 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,578,000 | 173 |
| 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 | $562,105,000 | 265 |
| Managed Assets ($) | $477,144,000 | 244 |
| Personal trust and agency accounts, managed assets | $302,281,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,365,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $19,060,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $79,307,000 | 197 |
| Corporate trust and agency accounts, managed assets | $3,158,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $4,213,000 | 356 |
| Foundation and endowment trust and agency accounts, managed assets | $34,744,000 | 185 |
| Other fiduciary accounts, managed assets | $3,016,000 | 69 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $78,686,000 | 192 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $84,961,000 | 253 |
| Personal trust and agency accounts, non-managed assets | $20,160,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,173,000 | 82 |
| Other retirement accounts, non-managed assets | $21,164,000 | 125 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $2,204,000 | 159 |
| Foundation and endowment trust and agency accounts, non-managed assets | $595,000 | 118 |
| Other fiduciary accounts, non-managed assets | $11,665,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,742,000 | 238 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,765,000 | 174 |
| 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 | $531,595,000 | 267 |
| Managed Assets ($) | $442,666,000 | 247 |
| Personal trust and agency accounts, managed assets | $281,436,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,084,000 | 139 |
| Employee benefit-defined benefit accounts, managed assets | $17,167,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $73,317,000 | 196 |
| Corporate trust and agency accounts, managed assets | $3,085,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $4,383,000 | 578 |
| Foundation and endowment trust and agency accounts, managed assets | $31,737,000 | 193 |
| Other fiduciary accounts, managed assets | $3,457,000 | 88 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $72,769,000 | 189 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $88,929,000 | 254 |
| Personal trust and agency accounts, non-managed assets | $19,874,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 398 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,870,000 | 96 |
| Other retirement accounts, non-managed assets | $19,934,000 | 140 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $1,975,000 | 223 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,425,000 | 62 |
| Other fiduciary accounts, non-managed assets | $10,851,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $47,740,000 | 280 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,780,000 | 236 |
| 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 | $562,633,000 | 268 |
| Managed Assets ($) | $465,176,000 | 249 |
| Personal trust and agency accounts, managed assets | $292,592,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,199,000 | 130 |
| Employee benefit-defined benefit accounts, managed assets | $18,275,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $79,015,000 | 196 |
| Corporate trust and agency accounts, managed assets | $2,950,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $4,672,000 | 359 |
| Foundation and endowment trust and agency accounts, managed assets | $34,864,000 | 178 |
| Other fiduciary accounts, managed assets | $2,609,000 | 71 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $78,411,000 | 187 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $97,457,000 | 243 |
| Personal trust and agency accounts, non-managed assets | $19,177,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,963,000 | 92 |
| Other retirement accounts, non-managed assets | $21,369,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $2,108,000 | 161 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,014,000 | 56 |
| Other fiduciary accounts, non-managed assets | $11,826,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,758,000 | 239 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,083,000 | 173 |
| 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 | $538,663,000 | 272 |
| Managed Assets ($) | $440,485,000 | 256 |
| Personal trust and agency accounts, managed assets | $275,710,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,089,000 | 133 |
| Employee benefit-defined benefit accounts, managed assets | $17,703,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $73,728,000 | 198 |
| Corporate trust and agency accounts, managed assets | $3,465,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $4,563,000 | 361 |
| Foundation and endowment trust and agency accounts, managed assets | $33,223,000 | 182 |
| Other fiduciary accounts, managed assets | $3,004,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $73,167,000 | 192 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $98,178,000 | 239 |
| Personal trust and agency accounts, non-managed assets | $20,940,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 269 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,464,000 | 94 |
| Other retirement accounts, non-managed assets | $21,117,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $2,110,000 | 156 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,015,000 | 55 |
| Other fiduciary accounts, non-managed assets | $11,532,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,572,000 | 241 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,471,000 | 173 |
| 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 | $536,946,000 | 273 |
| Managed Assets ($) | $437,031,000 | 255 |
| Personal trust and agency accounts, managed assets | $275,762,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,188,000 | 135 |
| Employee benefit-defined benefit accounts, managed assets | $17,572,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $72,067,000 | 198 |
| Corporate trust and agency accounts, managed assets | $3,204,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $4,533,000 | 359 |
| Foundation and endowment trust and agency accounts, managed assets | $32,545,000 | 183 |
| Other fiduciary accounts, managed assets | $2,160,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $71,525,000 | 189 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $99,915,000 | 238 |
| Personal trust and agency accounts, non-managed assets | $22,293,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 274 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,836,000 | 93 |
| Other retirement accounts, non-managed assets | $20,715,000 | 123 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $2,182,000 | 161 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,645,000 | 56 |
| Other fiduciary accounts, non-managed assets | $11,244,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,399,000 | 240 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,295,000 | 174 |
| 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 | $545,155,000 | 269 |
| Managed Assets ($) | $444,794,000 | 257 |
| Personal trust and agency accounts, managed assets | $281,455,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,049,000 | 148 |
| Employee benefit-defined benefit accounts, managed assets | $16,875,000 | 140 |
| Other employee benefit and retirement-related accounts, managed assets | $73,358,000 | 199 |
| Corporate trust and agency accounts, managed assets | $3,164,000 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $6,625,000 | 577 |
| Foundation and endowment trust and agency accounts, managed assets | $33,080,000 | 189 |
| Other fiduciary accounts, managed assets | $2,188,000 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $72,815,000 | 190 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $100,361,000 | 244 |
| Personal trust and agency accounts, non-managed assets | $22,632,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 412 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,575,000 | 97 |
| Other retirement accounts, non-managed assets | $20,592,000 | 150 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $434,000 | 295 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,796,000 | 58 |
| Other fiduciary accounts, non-managed assets | $11,332,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,975,000 | 282 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,488,000 | 239 |
| 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 | $532,485,000 | 273 |
| Managed Assets ($) | $431,924,000 | 258 |
| Personal trust and agency accounts, managed assets | $273,094,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,988,000 | 143 |
| Employee benefit-defined benefit accounts, managed assets | $16,397,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $70,596,000 | 195 |
| Corporate trust and agency accounts, managed assets | $3,025,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $7,849,000 | 356 |
| Foundation and endowment trust and agency accounts, managed assets | $32,415,000 | 179 |
| Other fiduciary accounts, managed assets | $1,560,000 | 79 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $70,107,000 | 187 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $100,561,000 | 234 |
| Personal trust and agency accounts, non-managed assets | $23,552,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 272 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,963,000 | 92 |
| Other retirement accounts, non-managed assets | $19,863,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $406,000 | 185 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,961,000 | 55 |
| Other fiduciary accounts, non-managed assets | $11,816,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,024,000 | 239 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,136,000 | 175 |
| 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 | $530,844,000 | 266 |
| Managed Assets ($) | $430,711,000 | 256 |
| Personal trust and agency accounts, managed assets | $273,761,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,967,000 | 140 |
| Employee benefit-defined benefit accounts, managed assets | $16,289,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $66,834,000 | 201 |
| Corporate trust and agency accounts, managed assets | $3,541,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $7,893,000 | 358 |
| Foundation and endowment trust and agency accounts, managed assets | $34,925,000 | 172 |
| Other fiduciary accounts, managed assets | $1,501,000 | 83 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $66,364,000 | 190 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $100,133,000 | 234 |
| Personal trust and agency accounts, non-managed assets | $23,322,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 273 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,461,000 | 91 |
| Other retirement accounts, non-managed assets | $20,085,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $402,000 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $26,072,000 | 55 |
| Other fiduciary accounts, non-managed assets | $11,791,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $48,911,000 | 240 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,150,000 | 172 |
| 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 | $524,030,000 | 265 |
| Managed Assets ($) | $422,823,000 | 259 |
| Personal trust and agency accounts, managed assets | $267,536,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,736,000 | 141 |
| Employee benefit-defined benefit accounts, managed assets | $16,462,000 | 127 |
| Other employee benefit and retirement-related accounts, managed assets | $66,098,000 | 197 |
| Corporate trust and agency accounts, managed assets | $3,286,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $7,826,000 | 361 |
| Foundation and endowment trust and agency accounts, managed assets | $34,482,000 | 171 |
| Other fiduciary accounts, managed assets | $1,397,000 | 83 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $65,383,000 | 189 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $101,207,000 | 229 |
| Personal trust and agency accounts, non-managed assets | $23,531,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 273 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,334,000 | 91 |
| Other retirement accounts, non-managed assets | $21,353,000 | 123 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $417,000 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,487,000 | 56 |
| Other fiduciary accounts, non-managed assets | $12,085,000 | 50 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,103,000 | 239 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,366,000 | 170 |
| 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 | $508,547,000 | 261 |
| Managed Assets ($) | $408,723,000 | 258 |
| Personal trust and agency accounts, managed assets | $263,604,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,784,000 | 153 |
| Employee benefit-defined benefit accounts, managed assets | $14,780,000 | 145 |
| Other employee benefit and retirement-related accounts, managed assets | $59,965,000 | 207 |
| Corporate trust and agency accounts, managed assets | $3,260,000 | 74 |
| Investment management and investment advisory agency accounts, managed assets | $7,722,000 | 580 |
| Foundation and endowment trust and agency accounts, managed assets | $33,618,000 | 174 |
| Other fiduciary accounts, managed assets | $990,000 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $59,280,000 | 192 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $99,824,000 | 243 |
| Personal trust and agency accounts, non-managed assets | $23,511,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 433 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,390,000 | 96 |
| Other retirement accounts, non-managed assets | $22,499,000 | 138 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $405,000 | 287 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,259,000 | 56 |
| Other fiduciary accounts, non-managed assets | $11,760,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,420,000 | 285 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,245,000 | 220 |
| 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 | $503,339,000 | 261 |
| Managed Assets ($) | $413,744,000 | 252 |
| Personal trust and agency accounts, managed assets | $263,095,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,701,000 | 141 |
| Employee benefit-defined benefit accounts, managed assets | $21,389,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $57,850,000 | 207 |
| Corporate trust and agency accounts, managed assets | $3,750,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $8,055,000 | 357 |
| Foundation and endowment trust and agency accounts, managed assets | $33,976,000 | 164 |
| Other fiduciary accounts, managed assets | $928,000 | 84 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $57,229,000 | 193 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $89,595,000 | 237 |
| Personal trust and agency accounts, non-managed assets | $22,651,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 276 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,410,000 | 92 |
| Other retirement accounts, non-managed assets | $20,845,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $391,000 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,804,000 | 54 |
| Other fiduciary accounts, non-managed assets | $4,494,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $50,989,000 | 237 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,556,000 | 167 |
| 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 | $496,107,000 | 267 |
| Managed Assets ($) | $407,300,000 | 257 |
| Personal trust and agency accounts, managed assets | $260,669,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,159,000 | 146 |
| Employee benefit-defined benefit accounts, managed assets | $21,097,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $54,931,000 | 211 |
| Corporate trust and agency accounts, managed assets | $3,635,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $8,473,000 | 359 |
| Foundation and endowment trust and agency accounts, managed assets | $33,434,000 | 163 |
| Other fiduciary accounts, managed assets | $902,000 | 92 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $54,326,000 | 200 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $88,807,000 | 240 |
| Personal trust and agency accounts, non-managed assets | $22,652,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 280 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,829,000 | 93 |
| Other retirement accounts, non-managed assets | $21,075,000 | 126 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $392,000 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,097,000 | 53 |
| Other fiduciary accounts, non-managed assets | $4,762,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,502,000 | 238 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,685,000 | 169 |
| 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 | $483,980,000 | 271 |
| Managed Assets ($) | $399,916,000 | 255 |
| Personal trust and agency accounts, managed assets | $257,249,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,476,000 | 145 |
| Employee benefit-defined benefit accounts, managed assets | $19,168,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $52,980,000 | 211 |
| Corporate trust and agency accounts, managed assets | $3,382,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $8,941,000 | 355 |
| Foundation and endowment trust and agency accounts, managed assets | $32,873,000 | 163 |
| Other fiduciary accounts, managed assets | $847,000 | 91 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $52,393,000 | 198 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $84,064,000 | 238 |
| Personal trust and agency accounts, non-managed assets | $22,048,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,737,000 | 95 |
| Other retirement accounts, non-managed assets | $20,519,000 | 125 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 129 |
| Investment management and advisory agency accounts, non-managed assets | $381,000 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,734,000 | 54 |
| Other fiduciary accounts, non-managed assets | $1,644,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $48,897,000 | 240 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,987,000 | 173 |
| 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 | $481,581,000 | 271 |
| Managed Assets ($) | $396,543,000 | 259 |
| Personal trust and agency accounts, managed assets | $256,492,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,177,000 | 159 |
| Employee benefit-defined benefit accounts, managed assets | $19,225,000 | 138 |
| Other employee benefit and retirement-related accounts, managed assets | $50,812,000 | 216 |
| Corporate trust and agency accounts, managed assets | $3,362,000 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $9,153,000 | 568 |
| Foundation and endowment trust and agency accounts, managed assets | $32,542,000 | 175 |
| Other fiduciary accounts, managed assets | $780,000 | 147 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $50,181,000 | 203 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $85,038,000 | 248 |
| Personal trust and agency accounts, non-managed assets | $21,992,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 461 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,004,000 | 95 |
| Other retirement accounts, non-managed assets | $21,478,000 | 133 |
| Corporate trust and agency accounts, non-managed assets | $14,000 | 207 |
| Investment management and advisory agency accounts, non-managed assets | $364,000 | 316 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,544,000 | 56 |
| Other fiduciary accounts, non-managed assets | $1,642,000 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,859,000 | 289 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,041,000 | 243 |
| 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 | $466,755,000 | 274 |
| Managed Assets ($) | $376,592,000 | 259 |
| Personal trust and agency accounts, managed assets | $237,610,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,900,000 | 147 |
| Employee benefit-defined benefit accounts, managed assets | $19,410,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $49,852,000 | 212 |
| Corporate trust and agency accounts, managed assets | $3,235,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $9,264,000 | 356 |
| Foundation and endowment trust and agency accounts, managed assets | $32,582,000 | 164 |
| Other fiduciary accounts, managed assets | $739,000 | 98 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $49,240,000 | 201 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $90,163,000 | 233 |
| Personal trust and agency accounts, non-managed assets | $21,758,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 284 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,916,000 | 92 |
| Other retirement accounts, non-managed assets | $21,404,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 124 |
| Investment management and advisory agency accounts, non-managed assets | $358,000 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,003,000 | 55 |
| Other fiduciary accounts, non-managed assets | $1,706,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,098,000 | 245 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,152,000 | 168 |
| 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 | $480,854,000 | 277 |
| Managed Assets ($) | $386,423,000 | 265 |
| Personal trust and agency accounts, managed assets | $243,611,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,612,000 | 153 |
| Employee benefit-defined benefit accounts, managed assets | $18,868,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $49,789,000 | 226 |
| Corporate trust and agency accounts, managed assets | $4,246,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $10,525,000 | 355 |
| Foundation and endowment trust and agency accounts, managed assets | $34,037,000 | 166 |
| Other fiduciary accounts, managed assets | $735,000 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $49,156,000 | 211 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $94,431,000 | 233 |
| Personal trust and agency accounts, non-managed assets | $22,211,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 289 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,707,000 | 94 |
| Other retirement accounts, non-managed assets | $21,891,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $351,000 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,528,000 | 55 |
| Other fiduciary accounts, non-managed assets | $1,725,000 | 66 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $50,869,000 | 247 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,859,000 | 170 |
| 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 | $485,360,000 | 278 |
| Managed Assets ($) | $392,356,000 | 263 |
| Personal trust and agency accounts, managed assets | $246,327,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,992,000 | 153 |
| Employee benefit-defined benefit accounts, managed assets | $17,815,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $51,388,000 | 220 |
| Corporate trust and agency accounts, managed assets | $5,041,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $11,444,000 | 353 |
| Foundation and endowment trust and agency accounts, managed assets | $34,636,000 | 167 |
| Other fiduciary accounts, managed assets | $713,000 | 101 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $50,771,000 | 198 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $93,004,000 | 237 |
| Personal trust and agency accounts, non-managed assets | $21,321,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 287 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,794,000 | 93 |
| Other retirement accounts, non-managed assets | $21,262,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $366,000 | 190 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,515,000 | 56 |
| Other fiduciary accounts, non-managed assets | $1,728,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $50,704,000 | 246 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,003,000 | 177 |
| 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 | $478,007,000 | 279 |
| Managed Assets ($) | $385,885,000 | 268 |
| Personal trust and agency accounts, managed assets | $244,465,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,143,000 | 179 |
| Employee benefit-defined benefit accounts, managed assets | $17,676,000 | 143 |
| Other employee benefit and retirement-related accounts, managed assets | $49,129,000 | 225 |
| Corporate trust and agency accounts, managed assets | $5,554,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $12,323,000 | 553 |
| Foundation and endowment trust and agency accounts, managed assets | $33,990,000 | 169 |
| Other fiduciary accounts, managed assets | $605,000 | 158 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $48,556,000 | 204 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $92,122,000 | 244 |
| Personal trust and agency accounts, non-managed assets | $21,223,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 494 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,389,000 | 97 |
| Other retirement accounts, non-managed assets | $21,238,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 215 |
| Investment management and advisory agency accounts, non-managed assets | $340,000 | 311 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,186,000 | 58 |
| Other fiduciary accounts, non-managed assets | $1,728,000 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $50,318,000 | 297 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,121,000 | 248 |
| 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 | $471,241,000 | 281 |
| Managed Assets ($) | $382,112,000 | 268 |
| Personal trust and agency accounts, managed assets | $235,539,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,425,000 | 165 |
| Employee benefit-defined benefit accounts, managed assets | $17,274,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $46,318,000 | 229 |
| Corporate trust and agency accounts, managed assets | $5,342,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $18,321,000 | 342 |
| Foundation and endowment trust and agency accounts, managed assets | $33,402,000 | 160 |
| Other fiduciary accounts, managed assets | $4,491,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $45,782,000 | 210 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $89,129,000 | 239 |
| Personal trust and agency accounts, non-managed assets | $20,945,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 292 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,150,000 | 94 |
| Other retirement accounts, non-managed assets | $16,751,000 | 139 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $312,000 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,965,000 | 56 |
| Other fiduciary accounts, non-managed assets | $2,988,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $48,721,000 | 250 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,934,000 | 205 |
| 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 | $492,509,000 | 275 |
| Managed Assets ($) | $400,056,000 | 256 |
| Personal trust and agency accounts, managed assets | $232,970,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,980,000 | 166 |
| Employee benefit-defined benefit accounts, managed assets | $17,280,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $45,854,000 | 230 |
| Corporate trust and agency accounts, managed assets | $26,186,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $18,647,000 | 343 |
| Foundation and endowment trust and agency accounts, managed assets | $33,546,000 | 158 |
| Other fiduciary accounts, managed assets | $4,593,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $45,324,000 | 212 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $92,453,000 | 234 |
| Personal trust and agency accounts, non-managed assets | $21,087,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,653,000 | 93 |
| Other retirement accounts, non-managed assets | $18,551,000 | 131 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $319,000 | 189 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,380,000 | 55 |
| Other fiduciary accounts, non-managed assets | $3,445,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,262,000 | 248 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,579,000 | 190 |
| 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 | $468,384,000 | 279 |
| Managed Assets ($) | $379,518,000 | 264 |
| Personal trust and agency accounts, managed assets | $228,039,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,155,000 | 155 |
| Employee benefit-defined benefit accounts, managed assets | $16,981,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $41,482,000 | 235 |
| Corporate trust and agency accounts, managed assets | $13,745,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $17,892,000 | 347 |
| Foundation and endowment trust and agency accounts, managed assets | $32,657,000 | 158 |
| Other fiduciary accounts, managed assets | $4,567,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $40,967,000 | 215 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $88,866,000 | 238 |
| Personal trust and agency accounts, non-managed assets | $19,783,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 298 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,946,000 | 96 |
| Other retirement accounts, non-managed assets | $17,675,000 | 135 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $316,000 | 183 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,686,000 | 53 |
| Other fiduciary accounts, non-managed assets | $3,442,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $47,155,000 | 252 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,876,000 | 195 |
| 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 | $459,454,000 | 279 |
| Managed Assets ($) | $371,907,000 | 265 |
| Personal trust and agency accounts, managed assets | $222,507,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,401,000 | 173 |
| Employee benefit-defined benefit accounts, managed assets | $16,896,000 | 145 |
| Other employee benefit and retirement-related accounts, managed assets | $40,313,000 | 243 |
| Corporate trust and agency accounts, managed assets | $14,135,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $17,964,000 | 508 |
| Foundation and endowment trust and agency accounts, managed assets | $32,146,000 | 167 |
| Other fiduciary accounts, managed assets | $4,545,000 | 85 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $39,804,000 | 221 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $87,547,000 | 256 |
| Personal trust and agency accounts, non-managed assets | $18,576,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 514 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,817,000 | 96 |
| Other retirement accounts, non-managed assets | $17,989,000 | 166 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 223 |
| Investment management and advisory agency accounts, non-managed assets | $320,000 | 313 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,354,000 | 54 |
| Other fiduciary accounts, non-managed assets | $3,473,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $46,988,000 | 305 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,409,000 | 280 |
| 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 | $449,867,000 | 272 |
| Managed Assets ($) | $370,492,000 | 260 |
| Personal trust and agency accounts, managed assets | $222,277,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,632,000 | 158 |
| Employee benefit-defined benefit accounts, managed assets | $16,341,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $40,105,000 | 225 |
| Corporate trust and agency accounts, managed assets | $13,667,000 | 26 |
| Investment management and investment advisory agency accounts, managed assets | $19,257,000 | 325 |
| Foundation and endowment trust and agency accounts, managed assets | $31,712,000 | 151 |
| Other fiduciary accounts, managed assets | $4,501,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $39,600,000 | 205 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $79,375,000 | 242 |
| Personal trust and agency accounts, non-managed assets | $14,031,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 293 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,344,000 | 96 |
| Other retirement accounts, non-managed assets | $17,001,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 122 |
| Investment management and advisory agency accounts, non-managed assets | $310,000 | 177 |
| Foundation and endowment trust and agency accounts, non-managed assets | $21,238,000 | 53 |
| Other fiduciary accounts, non-managed assets | $3,433,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $44,976,000 | 246 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,813,000 | 199 |
| 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 | $435,941,000 | 272 |
| Managed Assets ($) | $359,315,000 | 254 |
| Personal trust and agency accounts, managed assets | $213,654,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,065,000 | 159 |
| Employee benefit-defined benefit accounts, managed assets | $15,990,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $37,921,000 | 228 |
| Corporate trust and agency accounts, managed assets | $14,362,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $19,873,000 | 322 |
| Foundation and endowment trust and agency accounts, managed assets | $30,986,000 | 150 |
| Other fiduciary accounts, managed assets | $4,464,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $37,446,000 | 205 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $76,626,000 | 243 |
| Personal trust and agency accounts, non-managed assets | $13,432,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 293 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,334,000 | 97 |
| Other retirement accounts, non-managed assets | $16,871,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $317,000 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,381,000 | 52 |
| Other fiduciary accounts, non-managed assets | $3,273,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $43,780,000 | 248 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,679,000 | 197 |
| 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 | $438,188,000 | 272 |
| Managed Assets ($) | $362,419,000 | 249 |
| Personal trust and agency accounts, managed assets | $214,005,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,266,000 | 162 |
| Employee benefit-defined benefit accounts, managed assets | $16,160,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $39,587,000 | 224 |
| Corporate trust and agency accounts, managed assets | $13,982,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $20,160,000 | 325 |
| Foundation and endowment trust and agency accounts, managed assets | $31,794,000 | 153 |
| Other fiduciary accounts, managed assets | $4,465,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $38,596,000 | 201 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $75,769,000 | 248 |
| Personal trust and agency accounts, non-managed assets | $13,852,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,000 | 297 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,259,000 | 97 |
| Other retirement accounts, non-managed assets | $15,502,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $269,000 | 183 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,460,000 | 52 |
| Other fiduciary accounts, non-managed assets | $3,408,000 | 54 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $42,988,000 | 251 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,404,000 | 201 |
| 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 | $433,783,000 | 273 |
| Managed Assets ($) | $355,122,000 | 250 |
| Personal trust and agency accounts, managed assets | $211,926,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,156,000 | 171 |
| Employee benefit-defined benefit accounts, managed assets | $15,527,000 | 144 |
| Other employee benefit and retirement-related accounts, managed assets | $37,908,000 | 231 |
| Corporate trust and agency accounts, managed assets | $14,259,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $19,756,000 | 494 |
| Foundation and endowment trust and agency accounts, managed assets | $30,141,000 | 159 |
| Other fiduciary accounts, managed assets | $4,449,000 | 77 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $37,116,000 | 204 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $78,661,000 | 264 |
| Personal trust and agency accounts, non-managed assets | $17,335,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,132,000 | 461 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,139,000 | 102 |
| Other retirement accounts, non-managed assets | $15,504,000 | 178 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 231 |
| Investment management and advisory agency accounts, non-managed assets | $261,000 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,497,000 | 51 |
| Other fiduciary accounts, non-managed assets | $3,775,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $41,469,000 | 320 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,536,000 | 301 |
| 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 | $433,495,000 | 272 |
| Managed Assets ($) | $356,924,000 | 244 |
| Personal trust and agency accounts, managed assets | $200,439,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,257,000 | 164 |
| Employee benefit-defined benefit accounts, managed assets | $15,527,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $38,134,000 | 224 |
| Corporate trust and agency accounts, managed assets | $13,818,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $18,573,000 | 315 |
| Foundation and endowment trust and agency accounts, managed assets | $30,144,000 | 150 |
| Other fiduciary accounts, managed assets | $19,032,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $37,420,000 | 199 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $76,571,000 | 238 |
| Personal trust and agency accounts, non-managed assets | $7,642,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,082,000 | 262 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,965,000 | 96 |
| Other retirement accounts, non-managed assets | $11,086,000 | 160 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $238,000 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,263,000 | 50 |
| Other fiduciary accounts, non-managed assets | $16,277,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $41,400,000 | 247 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,677,000 | 192 |
| 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 | $421,652,000 | 272 |
| Managed Assets ($) | $369,432,000 | 229 |
| Personal trust and agency accounts, managed assets | $197,482,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,373,000 | 166 |
| Employee benefit-defined benefit accounts, managed assets | $35,147,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $35,689,000 | 228 |
| Corporate trust and agency accounts, managed assets | $14,739,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $18,216,000 | 315 |
| Foundation and endowment trust and agency accounts, managed assets | $29,131,000 | 147 |
| Other fiduciary accounts, managed assets | $18,655,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $35,014,000 | 202 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $52,220,000 | 264 |
| Personal trust and agency accounts, non-managed assets | $7,062,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,005,000 | 261 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $10,486,000 | 164 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 122 |
| Investment management and advisory agency accounts, non-managed assets | $242,000 | 178 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,554,000 | 49 |
| Other fiduciary accounts, non-managed assets | $14,853,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $39,947,000 | 252 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,086,000 | 196 |
| 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 | $434,304,000 | 266 |
| Managed Assets ($) | $401,577,000 | 223 |
| Personal trust and agency accounts, managed assets | $201,324,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,421,000 | 163 |
| Employee benefit-defined benefit accounts, managed assets | $36,119,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $36,304,000 | 222 |
| Corporate trust and agency accounts, managed assets | $14,446,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $27,333,000 | 306 |
| Foundation and endowment trust and agency accounts, managed assets | $47,395,000 | 118 |
| Other fiduciary accounts, managed assets | $18,235,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $35,618,000 | 198 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $32,727,000 | 296 |
| Personal trust and agency accounts, non-managed assets | $6,836,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,028,000 | 261 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 149 |
| Other retirement accounts, non-managed assets | $10,407,000 | 163 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $252,000 | 174 |
| Foundation and endowment trust and agency accounts, non-managed assets | $727,000 | 113 |
| Other fiduciary accounts, non-managed assets | $13,459,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $63,103,000 | 219 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,001,000 | 199 |
| 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 | $414,449,000 | 269 |
| Managed Assets ($) | $384,974,000 | 225 |
| Personal trust and agency accounts, managed assets | $197,107,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,929,000 | 179 |
| Employee benefit-defined benefit accounts, managed assets | $33,758,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $35,120,000 | 226 |
| Corporate trust and agency accounts, managed assets | $14,707,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $24,925,000 | 452 |
| Foundation and endowment trust and agency accounts, managed assets | $44,129,000 | 114 |
| Other fiduciary accounts, managed assets | $17,299,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $34,347,000 | 205 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $29,475,000 | 414 |
| Personal trust and agency accounts, non-managed assets | $6,476,000 | 308 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $863,000 | 479 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 200 |
| Other retirement accounts, non-managed assets | $9,755,000 | 239 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 256 |
| Investment management and advisory agency accounts, non-managed assets | $202,000 | 347 |
| Foundation and endowment trust and agency accounts, non-managed assets | $682,000 | 143 |
| Other fiduciary accounts, non-managed assets | $11,479,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,758,000 | 274 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,480,000 | 303 |
| 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 | $411,068,000 | 258 |
| Managed Assets ($) | $383,385,000 | 220 |
| Personal trust and agency accounts, managed assets | $202,693,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,919,000 | 169 |
| Employee benefit-defined benefit accounts, managed assets | $32,328,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $33,836,000 | 218 |
| Corporate trust and agency accounts, managed assets | $14,207,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $24,079,000 | 313 |
| Foundation and endowment trust and agency accounts, managed assets | $42,552,000 | 111 |
| Other fiduciary accounts, managed assets | $16,771,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $33,158,000 | 195 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,683,000 | 301 |
| Personal trust and agency accounts, non-managed assets | $5,863,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $766,000 | 266 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $9,019,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 130 |
| Investment management and advisory agency accounts, non-managed assets | $182,000 | 166 |
| Foundation and endowment trust and agency accounts, non-managed assets | $640,000 | 115 |
| Other fiduciary accounts, non-managed assets | $11,195,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $59,915,000 | 226 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,747,000 | 192 |
| 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 | $448,515,000 | 254 |
| Managed Assets ($) | $420,464,000 | 217 |
| Personal trust and agency accounts, managed assets | $224,207,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,934,000 | 169 |
| Employee benefit-defined benefit accounts, managed assets | $35,828,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $36,419,000 | 219 |
| Corporate trust and agency accounts, managed assets | $16,189,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $26,286,000 | 317 |
| Foundation and endowment trust and agency accounts, managed assets | $45,837,000 | 111 |
| Other fiduciary accounts, managed assets | $16,764,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $35,687,000 | 194 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,051,000 | 304 |
| Personal trust and agency accounts, non-managed assets | $5,317,000 | 214 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $870,000 | 265 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $9,228,000 | 172 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $1,922,000 | 121 |
| Foundation and endowment trust and agency accounts, non-managed assets | $715,000 | 110 |
| Other fiduciary accounts, non-managed assets | $9,981,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,168,000 | 228 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,952,000 | 194 |
| 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 | $333,132,000 | 296 |
| Managed Assets ($) | $307,494,000 | 261 |
| Personal trust and agency accounts, managed assets | $114,526,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,024,000 | 168 |
| Employee benefit-defined benefit accounts, managed assets | $35,280,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $37,381,000 | 210 |
| Corporate trust and agency accounts, managed assets | $14,650,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $26,109,000 | 316 |
| Foundation and endowment trust and agency accounts, managed assets | $44,723,000 | 110 |
| Other fiduciary accounts, managed assets | $15,801,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $34,628,000 | 187 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,638,000 | 304 |
| Personal trust and agency accounts, non-managed assets | $5,300,000 | 214 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,189,000 | 259 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $7,427,000 | 191 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $177,000 | 161 |
| Foundation and endowment trust and agency accounts, non-managed assets | $707,000 | 108 |
| Other fiduciary accounts, non-managed assets | $10,820,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $54,195,000 | 236 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,151,000 | 207 |
| 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 | $327,991,000 | 301 |
| Managed Assets ($) | $302,492,000 | 263 |
| Personal trust and agency accounts, managed assets | $113,935,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,722,000 | 200 |
| Employee benefit-defined benefit accounts, managed assets | $34,526,000 | 111 |
| Other employee benefit and retirement-related accounts, managed assets | $36,775,000 | 210 |
| Corporate trust and agency accounts, managed assets | $15,051,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $25,805,000 | 448 |
| Foundation and endowment trust and agency accounts, managed assets | $43,200,000 | 112 |
| Other fiduciary accounts, managed assets | $15,478,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $34,112,000 | 190 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $25,499,000 | 447 |
| Personal trust and agency accounts, non-managed assets | $5,567,000 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,109,000 | 473 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
| Other retirement accounts, non-managed assets | $7,166,000 | 298 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 279 |
| Investment management and advisory agency accounts, non-managed assets | $180,000 | 343 |
| Foundation and endowment trust and agency accounts, non-managed assets | $699,000 | 139 |
| Other fiduciary accounts, non-managed assets | $10,760,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $52,630,000 | 306 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,896,000 | 363 |
| 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 | $310,312,000 | 297 |
| Managed Assets ($) | $287,207,000 | 259 |
| Personal trust and agency accounts, managed assets | $124,047,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,996,000 | 176 |
| Employee benefit-defined benefit accounts, managed assets | $33,160,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $36,572,000 | 199 |
| Corporate trust and agency accounts, managed assets | $3,292,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $10,634,000 | 325 |
| Foundation and endowment trust and agency accounts, managed assets | $42,442,000 | 108 |
| Other fiduciary accounts, managed assets | $20,064,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $33,958,000 | 175 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,105,000 | 306 |
| Personal trust and agency accounts, non-managed assets | $5,154,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,001,000 | 259 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
| Other retirement accounts, non-managed assets | $6,357,000 | 188 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 145 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $653,000 | 109 |
| Other fiduciary accounts, non-managed assets | $9,922,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $50,168,000 | 241 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,089,000 | 217 |
| 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 | $294,138,000 | 300 |
| Managed Assets ($) | $271,892,000 | 260 |
| Personal trust and agency accounts, managed assets | $121,165,000 | 214 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,922,000 | 175 |
| Employee benefit-defined benefit accounts, managed assets | $31,231,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $35,060,000 | 194 |
| Corporate trust and agency accounts, managed assets | $3,258,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $10,332,000 | 327 |
| Foundation and endowment trust and agency accounts, managed assets | $39,403,000 | 104 |
| Other fiduciary accounts, managed assets | $15,521,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $32,607,000 | 170 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,246,000 | 306 |
| Personal trust and agency accounts, non-managed assets | $4,803,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $879,000 | 259 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $5,740,000 | 193 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 144 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $690,000 | 107 |
| Other fiduciary accounts, non-managed assets | $10,116,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $47,446,000 | 242 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,476,000 | 222 |
| 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 | $303,369,000 | 306 |
| Managed Assets ($) | $280,417,000 | 267 |
| Personal trust and agency accounts, managed assets | $125,126,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,520,000 | 181 |
| Employee benefit-defined benefit accounts, managed assets | $32,375,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $36,063,000 | 196 |
| Corporate trust and agency accounts, managed assets | $3,164,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $11,065,000 | 328 |
| Foundation and endowment trust and agency accounts, managed assets | $40,487,000 | 106 |
| Other fiduciary accounts, managed assets | $15,617,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $33,518,000 | 172 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,952,000 | 306 |
| Personal trust and agency accounts, non-managed assets | $4,749,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $924,000 | 262 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $6,064,000 | 190 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $730,000 | 107 |
| Other fiduciary accounts, non-managed assets | $10,467,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,109,000 | 247 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,802,000 | 213 |
| 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 | $295,958,000 | 313 |
| Managed Assets ($) | $273,246,000 | 267 |
| Personal trust and agency accounts, managed assets | $122,075,000 | 235 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,496,000 | 179 |
| Employee benefit-defined benefit accounts, managed assets | $25,261,000 | 129 |
| Other employee benefit and retirement-related accounts, managed assets | $35,071,000 | 197 |
| Corporate trust and agency accounts, managed assets | $3,501,000 | 80 |
| Investment management and investment advisory agency accounts, managed assets | $11,027,000 | 585 |
| Foundation and endowment trust and agency accounts, managed assets | $39,087,000 | 106 |
| Other fiduciary accounts, managed assets | $15,728,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 654 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $22,712,000 | 473 |
| Personal trust and agency accounts, non-managed assets | $4,656,000 | 358 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $839,000 | 494 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
| Other retirement accounts, non-managed assets | $5,931,000 | 329 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $811,000 | 131 |
| Other fiduciary accounts, non-managed assets | $10,457,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $47,244,000 | 322 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 794 |
| 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 | $295,472,000 | 304 |
| Managed Assets ($) | $270,157,000 | 264 |
| Personal trust and agency accounts, managed assets | $141,946,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,582,000 | 168 |
| Employee benefit-defined benefit accounts, managed assets | $24,162,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $34,579,000 | 186 |
| Corporate trust and agency accounts, managed assets | $3,408,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $11,348,000 | 328 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $34,132,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,315,000 | 284 |
| Personal trust and agency accounts, non-managed assets | $7,324,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $839,000 | 259 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $5,718,000 | 198 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 148 |
| 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 | $11,416,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $45,364,000 | 256 |
| 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 | $279,762,000 | 307 |
| Managed Assets ($) | $255,352,000 | 264 |
| Personal trust and agency accounts, managed assets | $134,808,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,009,000 | 175 |
| Employee benefit-defined benefit accounts, managed assets | $21,978,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $32,848,000 | 188 |
| Corporate trust and agency accounts, managed assets | $3,988,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $11,098,000 | 336 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $31,623,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,410,000 | 288 |
| Personal trust and agency accounts, non-managed assets | $6,949,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $725,000 | 266 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $5,312,000 | 203 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 148 |
| 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 | $11,406,000 | 62 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,753,000 | 269 |
| 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 | $267,649,000 | 306 |
| Managed Assets ($) | $240,962,000 | 271 |
| Personal trust and agency accounts, managed assets | $128,492,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,443,000 | 173 |
| Employee benefit-defined benefit accounts, managed assets | $20,401,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $30,426,000 | 186 |
| Corporate trust and agency accounts, managed assets | $4,005,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $11,322,000 | 334 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $28,873,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $26,687,000 | 286 |
| Personal trust and agency accounts, non-managed assets | $6,790,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $612,000 | 271 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $4,898,000 | 205 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 149 |
| 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 | $14,369,000 | 62 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,919,000 | 278 |
| 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 | $284,033,000 | 303 |
| Managed Assets ($) | $251,791,000 | 272 |
| Personal trust and agency accounts, managed assets | $133,020,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,980,000 | 199 |
| Employee benefit-defined benefit accounts, managed assets | $20,987,000 | 127 |
| Other employee benefit and retirement-related accounts, managed assets | $33,667,000 | 182 |
| Corporate trust and agency accounts, managed assets | $4,370,000 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $11,723,000 | 606 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $30,044,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $32,242,000 | 384 |
| Personal trust and agency accounts, non-managed assets | $8,740,000 | 309 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $657,000 | 523 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $5,571,000 | 348 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 308 |
| 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 | $17,256,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $36,400,000 | 364 |
| 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 | $311,502,000 | 302 |
| Managed Assets ($) | $267,052,000 | 268 |
| Personal trust and agency accounts, managed assets | $141,813,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,315,000 | 185 |
| Employee benefit-defined benefit accounts, managed assets | $22,458,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $35,177,000 | 186 |
| Corporate trust and agency accounts, managed assets | $5,010,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $13,817,000 | 354 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $29,462,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $44,450,000 | 285 |
| Personal trust and agency accounts, non-managed assets | $9,286,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $748,000 | 289 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $6,256,000 | 212 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 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 | $28,142,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $35,815,000 | 292 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | 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 | $330,329,000 | 305 |
| Managed Assets ($) | $285,704,000 | 265 |
| Personal trust and agency accounts, managed assets | $151,688,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,931,000 | 187 |
| Employee benefit-defined benefit accounts, managed assets | $24,200,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $38,011,000 | 186 |
| Corporate trust and agency accounts, managed assets | $5,353,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $14,263,000 | 358 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $31,258,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $44,625,000 | 290 |
| Personal trust and agency accounts, non-managed assets | $9,610,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $784,000 | 297 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $6,732,000 | 209 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 161 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $27,481,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,158,000 | 295 |
| 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 | $330,414,000 | 313 |
| Managed Assets ($) | $287,245,000 | 272 |
| Personal trust and agency accounts, managed assets | $154,533,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,060,000 | 186 |
| Employee benefit-defined benefit accounts, managed assets | $24,121,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $37,437,000 | 189 |
| Corporate trust and agency accounts, managed assets | $6,005,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $14,915,000 | 363 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $29,174,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $43,169,000 | 294 |
| Personal trust and agency accounts, non-managed assets | $9,626,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $741,000 | 304 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $7,006,000 | 205 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 161 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $25,778,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,453,000 | 301 |
| 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 | $328,709,000 | 321 |
| Managed Assets ($) | $286,492,000 | 276 |
| Personal trust and agency accounts, managed assets | $155,922,000 | 238 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,943,000 | 213 |
| Employee benefit-defined benefit accounts, managed assets | $25,327,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $38,905,000 | 186 |
| Corporate trust and agency accounts, managed assets | $7,278,000 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $14,704,000 | 601 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $22,413,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $42,217,000 | 379 |
| Personal trust and agency accounts, non-managed assets | $9,533,000 | 315 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $735,000 | 562 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $7,133,000 | 330 |
| Corporate trust and agency accounts, non-managed assets | $17,000 | 317 |
| 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 | $24,799,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $40,747,000 | 371 |
| 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 | $335,647,000 | 315 |
| Managed Assets ($) | $293,388,000 | 274 |
| Personal trust and agency accounts, managed assets | $160,385,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,359,000 | 188 |
| Employee benefit-defined benefit accounts, managed assets | $24,818,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $40,046,000 | 180 |
| Corporate trust and agency accounts, managed assets | $5,255,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $16,704,000 | 342 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $23,821,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $42,259,000 | 284 |
| Personal trust and agency accounts, non-managed assets | $9,741,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $715,000 | 301 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
| Other retirement accounts, non-managed assets | $7,205,000 | 198 |
| Corporate trust and agency accounts, non-managed assets | $17,000 | 165 |
| 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 | $24,581,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $40,062,000 | 291 |
| 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 | $329,590,000 | 324 |
| Managed Assets ($) | $289,706,000 | 278 |
| Personal trust and agency accounts, managed assets | $158,016,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,978,000 | 188 |
| Employee benefit-defined benefit accounts, managed assets | $23,926,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $38,933,000 | 182 |
| Corporate trust and agency accounts, managed assets | $7,374,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $15,731,000 | 345 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $23,748,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,884,000 | 298 |
| Personal trust and agency accounts, non-managed assets | $9,617,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $727,000 | 309 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $8,913,000 | 188 |
| Corporate trust and agency accounts, non-managed assets | $17,000 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $20,610,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,427,000 | 297 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | 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 | $323,313,000 | 325 |
| Managed Assets ($) | $286,192,000 | 278 |
| Personal trust and agency accounts, managed assets | $154,305,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,491,000 | 191 |
| Employee benefit-defined benefit accounts, managed assets | $25,727,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $38,307,000 | 179 |
| Corporate trust and agency accounts, managed assets | $7,599,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $15,580,000 | 347 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $23,183,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $37,121,000 | 304 |
| Personal trust and agency accounts, non-managed assets | $7,287,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $654,000 | 313 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $8,614,000 | 188 |
| Corporate trust and agency accounts, non-managed assets | $17,000 | 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 | $20,549,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,771,000 | 296 |
| 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 | $338,876,000 | 317 |
| Managed Assets ($) | $290,844,000 | 275 |
| Personal trust and agency accounts, managed assets | $160,300,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,995,000 | 222 |
| Employee benefit-defined benefit accounts, managed assets | $24,914,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $38,310,000 | 178 |
| Corporate trust and agency accounts, managed assets | $8,120,000 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $14,871,000 | 586 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $23,334,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $48,032,000 | 357 |
| Personal trust and agency accounts, non-managed assets | $19,760,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $637,000 | 583 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $8,873,000 | 294 |
| Corporate trust and agency accounts, non-managed assets | $17,000 | 334 |
| 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 | $18,745,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,121,000 | 386 |
| 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 | $332,871,000 | 319 |
| Managed Assets ($) | $284,599,000 | 279 |
| Personal trust and agency accounts, managed assets | $157,291,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,139,000 | 191 |
| Employee benefit-defined benefit accounts, managed assets | $24,146,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $37,912,000 | 177 |
| Corporate trust and agency accounts, managed assets | $7,992,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $14,217,000 | 336 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $22,902,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $48,272,000 | 282 |
| Personal trust and agency accounts, non-managed assets | $18,716,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $593,000 | 308 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $8,704,000 | 194 |
| Corporate trust and agency accounts, non-managed assets | $16,000 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $20,243,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,829,000 | 294 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | 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 | $316,000,000 | 330 |
| Managed Assets ($) | $267,935,000 | 285 |
| Personal trust and agency accounts, managed assets | $148,997,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,378,000 | 201 |
| Employee benefit-defined benefit accounts, managed assets | $22,882,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $37,671,000 | 177 |
| Corporate trust and agency accounts, managed assets | $8,158,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $9,029,000 | 348 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $21,820,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $48,065,000 | 286 |
| Personal trust and agency accounts, non-managed assets | $18,096,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $553,000 | 310 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $8,999,000 | 191 |
| Corporate trust and agency accounts, non-managed assets | $16,000 | 176 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $20,401,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $44,852,000 | 286 |
| 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 | $703,342,000 | 225 |
| Managed Assets ($) | $462,061,000 | 211 |
| Personal trust and agency accounts, managed assets | $150,219,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,809,000 | 208 |
| Employee benefit-defined benefit accounts, managed assets | $23,592,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $39,092,000 | 170 |
| Corporate trust and agency accounts, managed assets | $3,320,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $9,419,000 | 358 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $216,610,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $241,281,000 | 181 |
| Personal trust and agency accounts, non-managed assets | $18,288,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $535,000 | 316 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $9,195,000 | 191 |
| Corporate trust and agency accounts, non-managed assets | $93,000 | 172 |
| 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 | $213,170,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $453,290,000 | 143 |
| 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 | $308,458,000 | 335 |
| Managed Assets ($) | $262,353,000 | 287 |
| Personal trust and agency accounts, managed assets | $147,064,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,504,000 | 238 |
| Employee benefit-defined benefit accounts, managed assets | $22,660,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $38,495,000 | 165 |
| Corporate trust and agency accounts, managed assets | $3,570,000 | 120 |
| Investment management and investment advisory agency accounts, managed assets | $9,833,000 | 652 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $21,227,000 | 66 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $46,105,000 | 354 |
| Personal trust and agency accounts, non-managed assets | $17,552,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $488,000 | 627 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $8,905,000 | 277 |
| Corporate trust and agency accounts, non-managed assets | $92,000 | 316 |
| 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 | $19,068,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $44,160,000 | 371 |
| 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 | $306,024,000 | 327 |
| Managed Assets ($) | $258,727,000 | 280 |
| Personal trust and agency accounts, managed assets | $142,752,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,605,000 | 204 |
| Employee benefit-defined benefit accounts, managed assets | $22,320,000 | 140 |
| Other employee benefit and retirement-related accounts, managed assets | $38,656,000 | 157 |
| Corporate trust and agency accounts, managed assets | $3,427,000 | 75 |
| Investment management and investment advisory agency accounts, managed assets | $9,984,000 | 345 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $22,983,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $47,297,000 | 284 |
| Personal trust and agency accounts, non-managed assets | $17,296,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $459,000 | 319 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
| Other retirement accounts, non-managed assets | $9,035,000 | 184 |
| Corporate trust and agency accounts, non-managed assets | $91,000 | 169 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $20,416,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $43,252,000 | 283 |
| 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 | $302,594,000 | 328 |
| Managed Assets ($) | $254,460,000 | 282 |
| Personal trust and agency accounts, managed assets | $141,514,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,347,000 | 207 |
| Employee benefit-defined benefit accounts, managed assets | $21,989,000 | 138 |
| Other employee benefit and retirement-related accounts, managed assets | $36,267,000 | 164 |
| Corporate trust and agency accounts, managed assets | $3,373,000 | 74 |
| Investment management and investment advisory agency accounts, managed assets | $9,980,000 | 358 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $22,990,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $48,134,000 | 286 |
| Personal trust and agency accounts, non-managed assets | $16,891,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $416,000 | 331 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $11,117,000 | 167 |
| Corporate trust and agency accounts, non-managed assets | $91,000 | 172 |
| 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 | $19,619,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $42,450,000 | 294 |
| 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 | $298,038,000 | 331 |
| Managed Assets ($) | $252,139,000 | 284 |
| Personal trust and agency accounts, managed assets | $139,406,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,920,000 | 214 |
| Employee benefit-defined benefit accounts, managed assets | $21,558,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $36,895,000 | 158 |
| Corporate trust and agency accounts, managed assets | $3,240,000 | 75 |
| Investment management and investment advisory agency accounts, managed assets | $9,662,000 | 357 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $23,458,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $45,899,000 | 291 |
| Personal trust and agency accounts, non-managed assets | $16,481,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $371,000 | 328 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $10,369,000 | 177 |
| Corporate trust and agency accounts, non-managed assets | $90,000 | 167 |
| 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 | $18,588,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $41,784,000 | 299 |
| 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 | $296,739,000 | 337 |
| Managed Assets ($) | $252,895,000 | 284 |
| Personal trust and agency accounts, managed assets | $140,642,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,765,000 | 255 |
| Employee benefit-defined benefit accounts, managed assets | $21,348,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $37,489,000 | 159 |
| Corporate trust and agency accounts, managed assets | $3,452,000 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $8,666,000 | 658 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $23,533,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $43,844,000 | 361 |
| Personal trust and agency accounts, non-managed assets | $16,562,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $330,000 | 646 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $11,099,000 | 242 |
| Corporate trust and agency accounts, non-managed assets | $90,000 | 311 |
| 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 | $15,763,000 | 79 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $42,870,000 | 369 |
| 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 | $290,236,000 | 330 |
| Managed Assets ($) | $246,323,000 | 280 |
| Personal trust and agency accounts, managed assets | $139,607,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,960,000 | 209 |
| Employee benefit-defined benefit accounts, managed assets | $19,994,000 | 140 |
| Other employee benefit and retirement-related accounts, managed assets | $35,945,000 | 157 |
| Corporate trust and agency accounts, managed assets | $3,551,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $8,165,000 | 349 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $22,101,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $43,913,000 | 288 |
| Personal trust and agency accounts, non-managed assets | $14,933,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $289,000 | 322 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $11,639,000 | 167 |
| Corporate trust and agency accounts, non-managed assets | $89,000 | 165 |
| 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 | $16,963,000 | 70 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $40,457,000 | 301 |
| 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 | $285,460,000 | 331 |
| Managed Assets ($) | $241,260,000 | 287 |
| Personal trust and agency accounts, managed assets | $135,238,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,774,000 | 214 |
| Employee benefit-defined benefit accounts, managed assets | $19,457,000 | 141 |
| Other employee benefit and retirement-related accounts, managed assets | $35,069,000 | 159 |
| Corporate trust and agency accounts, managed assets | $3,729,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $8,317,000 | 350 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $22,676,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $44,200,000 | 297 |
| Personal trust and agency accounts, non-managed assets | $15,123,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $275,000 | 333 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $11,387,000 | 171 |
| Corporate trust and agency accounts, non-managed assets | $89,000 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $17,326,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $40,168,000 | 300 |
| 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 | $267,072,000 | 353 |
| Managed Assets ($) | $239,620,000 | 296 |
| Personal trust and agency accounts, managed assets | $137,300,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,200,000 | 217 |
| Employee benefit-defined benefit accounts, managed assets | $19,995,000 | 141 |
| Other employee benefit and retirement-related accounts, managed assets | $36,043,000 | 160 |
| Corporate trust and agency accounts, managed assets | $3,731,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $8,602,000 | 351 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $16,749,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,452,000 | 325 |
| Personal trust and agency accounts, non-managed assets | $15,069,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $259,000 | 337 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $12,035,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $89,000 | 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 | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $40,658,000 | 304 |
| 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 | $286,980,000 | 346 |
| Managed Assets ($) | $244,084,000 | 291 |
| Personal trust and agency accounts, managed assets | $135,051,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,358,000 | 272 |
| Employee benefit-defined benefit accounts, managed assets | $18,976,000 | 157 |
| Other employee benefit and retirement-related accounts, managed assets | $35,656,000 | 161 |
| Corporate trust and agency accounts, managed assets | $3,993,000 | 117 |
| Investment management and investment advisory agency accounts, managed assets | $7,640,000 | 669 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $26,410,000 | 70 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $42,896,000 | 377 |
| Personal trust and agency accounts, non-managed assets | $14,608,000 | 256 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $297,000 | 672 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $12,232,000 | 231 |
| Corporate trust and agency accounts, non-managed assets | $89,000 | 351 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $15,670,000 | 85 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $40,494,000 | 388 |
| 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 | $281,852,000 | 342 |
| Managed Assets ($) | $234,800,000 | 293 |
| Personal trust and agency accounts, managed assets | $131,822,000 | 242 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,998,000 | 239 |
| Employee benefit-defined benefit accounts, managed assets | $17,334,000 | 155 |
| Other employee benefit and retirement-related accounts, managed assets | $34,118,000 | 161 |
| Corporate trust and agency accounts, managed assets | $3,878,000 | 75 |
| Investment management and investment advisory agency accounts, managed assets | $7,018,000 | 359 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $25,632,000 | 72 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $47,052,000 | 306 |
| Personal trust and agency accounts, non-managed assets | $13,813,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $260,000 | 338 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $15,030,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $89,000 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $17,860,000 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,689,000 | 315 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | 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 | $276,133,000 | 351 |
| Managed Assets ($) | $231,326,000 | 292 |
| Personal trust and agency accounts, managed assets | $128,020,000 | 251 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,793,000 | 236 |
| Employee benefit-defined benefit accounts, managed assets | $16,864,000 | 159 |
| Other employee benefit and retirement-related accounts, managed assets | $34,138,000 | 159 |
| Corporate trust and agency accounts, managed assets | $5,120,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $6,557,000 | 367 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $25,834,000 | 71 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $44,807,000 | 306 |
| Personal trust and agency accounts, non-managed assets | $13,891,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $238,000 | 337 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $14,612,000 | 166 |
| Corporate trust and agency accounts, non-managed assets | $15,000 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $16,051,000 | 84 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,160,000 | 322 |
| 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 | $265,841,000 | 355 |
| Managed Assets ($) | $222,678,000 | 296 |
| Personal trust and agency accounts, managed assets | $122,698,000 | 260 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,949,000 | 246 |
| Employee benefit-defined benefit accounts, managed assets | $15,571,000 | 160 |
| Other employee benefit and retirement-related accounts, managed assets | $32,294,000 | 157 |
| Corporate trust and agency accounts, managed assets | $6,032,000 | 72 |
| Investment management and investment advisory agency accounts, managed assets | $6,022,000 | 370 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $26,112,000 | 70 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $43,163,000 | 313 |
| Personal trust and agency accounts, non-managed assets | $12,230,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $199,000 | 346 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $13,919,000 | 169 |
| Corporate trust and agency accounts, non-managed assets | $15,000 | 197 |
| 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 | $16,800,000 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $35,503,000 | 329 |
| 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 | $269,458,000 | 356 |
| Managed Assets ($) | $224,045,000 | 298 |
| Personal trust and agency accounts, managed assets | $120,771,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,697,000 | 304 |
| Employee benefit-defined benefit accounts, managed assets | $15,685,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $32,692,000 | 164 |
| Corporate trust and agency accounts, managed assets | $11,426,000 | 84 |
| Investment management and investment advisory agency accounts, managed assets | $6,157,000 | 688 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $23,617,000 | 75 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $45,413,000 | 365 |
| Personal trust and agency accounts, non-managed assets | $12,124,000 | 290 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $196,000 | 712 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $13,944,000 | 207 |
| Corporate trust and agency accounts, non-managed assets | $15,000 | 386 |
| 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 | $19,134,000 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $35,909,000 | 418 |
| 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 | $281,378,000 | 335 |
| Managed Assets ($) | $226,768,000 | 305 |
| Personal trust and agency accounts, managed assets | $124,031,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,689,000 | 271 |
| Employee benefit-defined benefit accounts, managed assets | $16,020,000 | 169 |
| Other employee benefit and retirement-related accounts, managed assets | $33,241,000 | 156 |
| Corporate trust and agency accounts, managed assets | $3,702,000 | 139 |
| Investment management and investment advisory agency accounts, managed assets | $6,103,000 | 630 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $26,982,000 | 71 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $54,610,000 | 326 |
| Personal trust and agency accounts, non-managed assets | $12,681,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $169,000 | 686 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $14,351,000 | 195 |
| Corporate trust and agency accounts, non-managed assets | $8,314,000 | 188 |
| 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 | $19,095,000 | 82 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,428,000 | 374 |
| 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 |