Home > The Bank of Edwardsville > Total Fiduciary and Related Assets
The Bank of Edwardsville, Total Fiduciary and Related Assets
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,236,731,000 | 186 |
| Managed Assets ($) | $968,965,000 | 168 |
| Personal trust and agency accounts, managed assets | $141,707,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,730,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $264,689,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $101,062,000 | 168 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $372,656,000 | 157 |
| Foundation and endowment trust and agency accounts, managed assets | $43,121,000 | 164 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $89,831,000 | 178 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $267,766,000 | 154 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,614,000 | 149 |
| Employee benefit-defined benefit accounts, non-managed Assets | $195,793,000 | 48 |
| Other retirement accounts, non-managed assets | $24,245,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $113,000 | 91 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $42,694,000 | 234 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,288,000 | 132 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,261,453,000 | 183 |
| Managed Assets ($) | $949,998,000 | 167 |
| Personal trust and agency accounts, managed assets | $143,776,000 | 255 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $56,737,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $259,670,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $89,238,000 | 190 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $357,857,000 | 157 |
| Foundation and endowment trust and agency accounts, managed assets | $42,720,000 | 173 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $89,238,000 | 181 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $311,455,000 | 145 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 306 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $75,274,000 | 137 |
| Employee benefit-defined benefit accounts, non-managed Assets | $212,710,000 | 47 |
| Other retirement accounts, non-managed assets | $23,450,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $20,000 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $41,858,000 | 255 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,451,000 | 134 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,274,492,000 | 181 |
| Managed Assets ($) | $940,888,000 | 166 |
| Personal trust and agency accounts, managed assets | $146,777,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,400,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $274,658,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $86,820,000 | 187 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $333,603,000 | 161 |
| Foundation and endowment trust and agency accounts, managed assets | $41,630,000 | 173 |
| Other fiduciary accounts, managed assets | $0 | 130 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $86,820,000 | 179 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $333,604,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 303 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $105,692,000 | 120 |
| Employee benefit-defined benefit accounts, non-managed Assets | $208,432,000 | 47 |
| Other retirement accounts, non-managed assets | $19,479,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $39,800,000 | 260 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,479,000 | 141 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,172,420,000 | 182 |
| Managed Assets ($) | $861,597,000 | 168 |
| Personal trust and agency accounts, managed assets | $141,704,000 | 256 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,959,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $255,829,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $80,345,000 | 186 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $289,365,000 | 168 |
| Foundation and endowment trust and agency accounts, managed assets | $40,395,000 | 168 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $80,345,000 | 176 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $310,823,000 | 145 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 666 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $98,089,000 | 121 |
| Employee benefit-defined benefit accounts, non-managed Assets | $194,092,000 | 48 |
| Other retirement accounts, non-managed assets | $18,641,000 | 154 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $39,147,000 | 301 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,641,000 | 184 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,239,029,000 | 183 |
| Managed Assets ($) | $905,538,000 | 169 |
| Personal trust and agency accounts, managed assets | $140,893,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,275,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $269,042,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $88,443,000 | 183 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $305,440,000 | 167 |
| Foundation and endowment trust and agency accounts, managed assets | $43,445,000 | 162 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $88,443,000 | 175 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $333,491,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 309 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $111,183,000 | 123 |
| Employee benefit-defined benefit accounts, non-managed Assets | $203,679,000 | 49 |
| Other retirement accounts, non-managed assets | $18,594,000 | 132 |
| Corporate trust and agency accounts, non-managed assets | $34,000 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $41,552,000 | 256 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,594,000 | 148 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,192,457,000 | 184 |
| Managed Assets ($) | $878,827,000 | 169 |
| Personal trust and agency accounts, managed assets | $139,125,000 | 260 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,632,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $258,868,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $87,067,000 | 183 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $293,432,000 | 169 |
| Foundation and endowment trust and agency accounts, managed assets | $42,703,000 | 160 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $87,067,000 | 175 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $313,630,000 | 151 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $105,414,000 | 123 |
| Employee benefit-defined benefit accounts, non-managed Assets | $190,236,000 | 54 |
| Other retirement accounts, non-managed assets | $17,979,000 | 131 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $41,945,000 | 251 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,979,000 | 146 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,191,293,000 | 183 |
| Managed Assets ($) | $871,609,000 | 166 |
| Personal trust and agency accounts, managed assets | $140,277,000 | 256 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $63,191,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $254,305,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $85,925,000 | 182 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $284,907,000 | 169 |
| Foundation and endowment trust and agency accounts, managed assets | $43,004,000 | 159 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $85,925,000 | 171 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $319,684,000 | 152 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $111,381,000 | 124 |
| Employee benefit-defined benefit accounts, non-managed Assets | $192,895,000 | 52 |
| Other retirement accounts, non-managed assets | $15,407,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $41,510,000 | 249 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,407,000 | 161 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,227,301,000 | 183 |
| Managed Assets ($) | $864,513,000 | 170 |
| Personal trust and agency accounts, managed assets | $133,724,000 | 276 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $64,028,000 | 97 |
| Employee benefit-defined benefit accounts, managed assets | $248,309,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $87,434,000 | 183 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $216,317,000 | 200 |
| Foundation and endowment trust and agency accounts, managed assets | $114,701,000 | 96 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $87,434,000 | 173 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $362,788,000 | 144 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 697 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $112,629,000 | 125 |
| Employee benefit-defined benefit accounts, non-managed Assets | $234,170,000 | 48 |
| Other retirement accounts, non-managed assets | $15,933,000 | 182 |
| Corporate trust and agency accounts, non-managed assets | $55,000 | 192 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $40,544,000 | 302 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,933,000 | 212 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,170,327,000 | 184 |
| Managed Assets ($) | $816,700,000 | 174 |
| Personal trust and agency accounts, managed assets | $130,350,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $61,707,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $224,682,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $85,328,000 | 181 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $208,595,000 | 203 |
| Foundation and endowment trust and agency accounts, managed assets | $106,038,000 | 93 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $85,328,000 | 171 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $353,627,000 | 146 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $108,691,000 | 122 |
| Employee benefit-defined benefit accounts, non-managed Assets | $229,302,000 | 49 |
| Other retirement accounts, non-managed assets | $15,585,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $48,000 | 112 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $101,876,000 | 199 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,585,000 | 159 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,131,647,000 | 182 |
| Managed Assets ($) | $806,878,000 | 168 |
| Personal trust and agency accounts, managed assets | $118,975,000 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,956,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $236,886,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $77,815,000 | 185 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $207,544,000 | 199 |
| Foundation and endowment trust and agency accounts, managed assets | $102,702,000 | 96 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $77,815,000 | 175 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $324,769,000 | 148 |
| Personal trust and agency accounts, non-managed assets | $2,000 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $106,022,000 | 122 |
| Employee benefit-defined benefit accounts, non-managed Assets | $198,545,000 | 53 |
| Other retirement accounts, non-managed assets | $20,188,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $12,000 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $103,027,000 | 197 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,188,000 | 135 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,105,516,000 | 184 |
| Managed Assets ($) | $790,224,000 | 171 |
| Personal trust and agency accounts, managed assets | $118,999,000 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $61,303,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $230,477,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $75,900,000 | 186 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $202,110,000 | 197 |
| Foundation and endowment trust and agency accounts, managed assets | $101,435,000 | 97 |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $75,900,000 | 176 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $315,292,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $342,000 | 294 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $102,408,000 | 123 |
| Employee benefit-defined benefit accounts, non-managed Assets | $192,842,000 | 52 |
| Other retirement accounts, non-managed assets | $19,672,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $28,000 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $101,486,000 | 196 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,672,000 | 136 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,066,346,000 | 183 |
| Managed Assets ($) | $763,660,000 | 172 |
| Personal trust and agency accounts, managed assets | $114,748,000 | 295 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $59,621,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $220,424,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $75,423,000 | 183 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $196,419,000 | 195 |
| Foundation and endowment trust and agency accounts, managed assets | $97,025,000 | 98 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $75,423,000 | 171 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $302,686,000 | 145 |
| Personal trust and agency accounts, non-managed assets | $342,000 | 574 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $97,667,000 | 120 |
| Employee benefit-defined benefit accounts, non-managed Assets | $184,195,000 | 52 |
| Other retirement accounts, non-managed assets | $20,454,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $28,000 | 199 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $103,468,000 | 213 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,454,000 | 171 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,097,620,000 | 174 |
| Managed Assets ($) | $805,129,000 | 167 |
| Personal trust and agency accounts, managed assets | $117,312,000 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $98,252,000 | 76 |
| Employee benefit-defined benefit accounts, managed assets | $219,129,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $75,200,000 | 183 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $195,123,000 | 194 |
| Foundation and endowment trust and agency accounts, managed assets | $100,113,000 | 96 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $75,200,000 | 170 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $292,491,000 | 146 |
| Personal trust and agency accounts, non-managed assets | $342,000 | 302 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $83,623,000 | 125 |
| Employee benefit-defined benefit accounts, non-managed Assets | $187,077,000 | 53 |
| Other retirement accounts, non-managed assets | $20,643,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $806,000 | 95 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 153 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $108,292,000 | 192 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,643,000 | 136 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,062,577,000 | 179 |
| Managed Assets ($) | $781,030,000 | 169 |
| Personal trust and agency accounts, managed assets | $115,776,000 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $96,903,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $211,101,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $73,470,000 | 183 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $186,993,000 | 196 |
| Foundation and endowment trust and agency accounts, managed assets | $96,787,000 | 98 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $73,470,000 | 172 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $281,547,000 | 148 |
| Personal trust and agency accounts, non-managed assets | $974,000 | 288 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $79,105,000 | 128 |
| Employee benefit-defined benefit accounts, non-managed Assets | $181,031,000 | 54 |
| Other retirement accounts, non-managed assets | $19,771,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $666,000 | 100 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $104,976,000 | 193 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,771,000 | 138 |
| 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 | $987,622,000 | 186 |
| Managed Assets ($) | $723,697,000 | 175 |
| Personal trust and agency accounts, managed assets | $112,324,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $92,885,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $178,882,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $69,361,000 | 186 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $180,016,000 | 202 |
| Foundation and endowment trust and agency accounts, managed assets | $90,229,000 | 98 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $69,361,000 | 174 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $263,925,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $912,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $72,209,000 | 131 |
| Employee benefit-defined benefit accounts, non-managed Assets | $170,976,000 | 54 |
| Other retirement accounts, non-managed assets | $19,131,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $697,000 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $99,621,000 | 194 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,131,000 | 134 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,023,510,000 | 182 |
| Managed Assets ($) | $762,602,000 | 169 |
| Personal trust and agency accounts, managed assets | $117,945,000 | 285 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $113,078,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $182,631,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $71,905,000 | 179 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $185,322,000 | 195 |
| Foundation and endowment trust and agency accounts, managed assets | $91,721,000 | 97 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $71,905,000 | 164 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $260,908,000 | 149 |
| Personal trust and agency accounts, non-managed assets | $909,000 | 503 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $58,620,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $180,926,000 | 54 |
| Other retirement accounts, non-managed assets | $19,756,000 | 144 |
| Corporate trust and agency accounts, non-managed assets | $697,000 | 153 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $96,345,000 | 222 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,756,000 | 171 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,002,032,000 | 184 |
| Managed Assets ($) | $746,238,000 | 168 |
| Personal trust and agency accounts, managed assets | $115,287,000 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $110,985,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $176,152,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $72,066,000 | 175 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $182,434,000 | 197 |
| Foundation and endowment trust and agency accounts, managed assets | $89,314,000 | 95 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $72,066,000 | 159 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $255,794,000 | 154 |
| Personal trust and agency accounts, non-managed assets | $909,000 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $56,441,000 | 144 |
| Employee benefit-defined benefit accounts, non-managed Assets | $178,189,000 | 53 |
| Other retirement accounts, non-managed assets | $19,447,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $808,000 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $101,749,000 | 196 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,447,000 | 135 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,059,814,000 | 184 |
| Managed Assets ($) | $786,862,000 | 168 |
| Personal trust and agency accounts, managed assets | $123,913,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $117,900,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $183,929,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $76,516,000 | 171 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $193,462,000 | 192 |
| Foundation and endowment trust and agency accounts, managed assets | $91,142,000 | 99 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $76,516,000 | 157 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $272,952,000 | 151 |
| Personal trust and agency accounts, non-managed assets | $914,000 | 286 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $59,816,000 | 142 |
| Employee benefit-defined benefit accounts, non-managed Assets | $191,546,000 | 52 |
| Other retirement accounts, non-managed assets | $19,935,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $741,000 | 97 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $101,988,000 | 202 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,935,000 | 138 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,056,339,000 | 183 |
| Managed Assets ($) | $781,057,000 | 168 |
| Personal trust and agency accounts, managed assets | $130,288,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $119,501,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $185,418,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $74,491,000 | 174 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $180,187,000 | 200 |
| Foundation and endowment trust and agency accounts, managed assets | $91,172,000 | 100 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $74,491,000 | 157 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $275,282,000 | 152 |
| Personal trust and agency accounts, non-managed assets | $919,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $59,108,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $193,293,000 | 52 |
| Other retirement accounts, non-managed assets | $20,144,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $1,818,000 | 92 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $103,570,000 | 203 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,144,000 | 141 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,054,805,000 | 181 |
| Managed Assets ($) | $787,371,000 | 164 |
| Personal trust and agency accounts, managed assets | $138,830,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $122,961,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $181,747,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $74,604,000 | 172 |
| Corporate trust and agency accounts, managed assets | $651,000 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $178,447,000 | 203 |
| Foundation and endowment trust and agency accounts, managed assets | $90,131,000 | 98 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $74,604,000 | 157 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $267,434,000 | 153 |
| Personal trust and agency accounts, non-managed assets | $914,000 | 520 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,177,000 | 154 |
| Employee benefit-defined benefit accounts, non-managed Assets | $187,510,000 | 54 |
| Other retirement accounts, non-managed assets | $20,590,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $1,243,000 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $103,205,000 | 227 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,590,000 | 167 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,041,952,000 | 178 |
| Managed Assets ($) | $773,029,000 | 163 |
| Personal trust and agency accounts, managed assets | $137,953,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $124,984,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $170,954,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $70,966,000 | 176 |
| Corporate trust and agency accounts, managed assets | $650,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $179,569,000 | 196 |
| Foundation and endowment trust and agency accounts, managed assets | $87,953,000 | 97 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $70,966,000 | 158 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $268,923,000 | 152 |
| Personal trust and agency accounts, non-managed assets | $909,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,261,000 | 150 |
| Employee benefit-defined benefit accounts, non-managed Assets | $190,320,000 | 54 |
| Other retirement accounts, non-managed assets | $20,702,000 | 123 |
| Corporate trust and agency accounts, non-managed assets | $1,731,000 | 91 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $106,879,000 | 202 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,702,000 | 133 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,018,501,000 | 177 |
| Managed Assets ($) | $745,374,000 | 165 |
| Personal trust and agency accounts, managed assets | $133,903,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $134,232,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $138,292,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $69,566,000 | 182 |
| Corporate trust and agency accounts, managed assets | $658,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $183,252,000 | 195 |
| Foundation and endowment trust and agency accounts, managed assets | $85,471,000 | 98 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $69,566,000 | 159 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $273,127,000 | 148 |
| Personal trust and agency accounts, non-managed assets | $903,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,092,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $194,516,000 | 51 |
| Other retirement accounts, non-managed assets | $20,800,000 | 123 |
| Corporate trust and agency accounts, non-managed assets | $1,816,000 | 91 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $105,116,000 | 201 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,800,000 | 137 |
| 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 | $984,329,000 | 178 |
| Managed Assets ($) | $717,251,000 | 165 |
| Personal trust and agency accounts, managed assets | $125,715,000 | 264 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $101,333,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $160,581,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $67,635,000 | 180 |
| Corporate trust and agency accounts, managed assets | $657,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $179,584,000 | 197 |
| Foundation and endowment trust and agency accounts, managed assets | $81,746,000 | 101 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $67,635,000 | 156 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $267,078,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $902,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $52,042,000 | 150 |
| Employee benefit-defined benefit accounts, non-managed Assets | $190,276,000 | 52 |
| Other retirement accounts, non-managed assets | $21,382,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $2,476,000 | 87 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $103,521,000 | 197 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,382,000 | 134 |
| 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 | $964,556,000 | 179 |
| Managed Assets ($) | $701,915,000 | 167 |
| Personal trust and agency accounts, managed assets | $129,586,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $90,543,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $168,297,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $65,597,000 | 184 |
| Corporate trust and agency accounts, managed assets | $656,000 | 117 |
| Investment management and investment advisory agency accounts, managed assets | $171,899,000 | 200 |
| Foundation and endowment trust and agency accounts, managed assets | $75,337,000 | 108 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $65,597,000 | 161 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $262,641,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $904,000 | 541 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $51,187,000 | 157 |
| Employee benefit-defined benefit accounts, non-managed Assets | $186,700,000 | 51 |
| Other retirement accounts, non-managed assets | $21,406,000 | 144 |
| Corporate trust and agency accounts, non-managed assets | $2,444,000 | 124 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $109,678,000 | 212 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,406,000 | 168 |
| 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 | $926,653,000 | 176 |
| Managed Assets ($) | $674,461,000 | 167 |
| Personal trust and agency accounts, managed assets | $123,117,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $86,862,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $158,573,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $65,602,000 | 167 |
| Corporate trust and agency accounts, managed assets | $656,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $168,322,000 | 192 |
| Foundation and endowment trust and agency accounts, managed assets | $71,329,000 | 106 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $65,602,000 | 147 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $252,192,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $901,000 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,979,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $179,525,000 | 53 |
| Other retirement accounts, non-managed assets | $20,879,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $2,908,000 | 83 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $109,321,000 | 185 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,879,000 | 135 |
| 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 | $883,849,000 | 176 |
| Managed Assets ($) | $640,626,000 | 166 |
| Personal trust and agency accounts, managed assets | $115,093,000 | 256 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $83,879,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $139,172,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $64,107,000 | 164 |
| Corporate trust and agency accounts, managed assets | $3,168,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $169,010,000 | 189 |
| Foundation and endowment trust and agency accounts, managed assets | $66,197,000 | 109 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $64,107,000 | 145 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $243,223,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $904,000 | 285 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $44,729,000 | 149 |
| Employee benefit-defined benefit accounts, non-managed Assets | $177,187,000 | 51 |
| Other retirement accounts, non-managed assets | $20,403,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $107,352,000 | 186 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,403,000 | 137 |
| 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 | $884,573,000 | 178 |
| Managed Assets ($) | $642,082,000 | 168 |
| Personal trust and agency accounts, managed assets | $110,478,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $85,154,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $151,409,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $63,147,000 | 166 |
| Corporate trust and agency accounts, managed assets | $3,169,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $175,013,000 | 189 |
| Foundation and endowment trust and agency accounts, managed assets | $53,712,000 | 117 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $63,147,000 | 143 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $242,491,000 | 151 |
| Personal trust and agency accounts, non-managed assets | $904,000 | 290 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $41,942,000 | 153 |
| Employee benefit-defined benefit accounts, non-managed Assets | $180,644,000 | 48 |
| Other retirement accounts, non-managed assets | $18,937,000 | 123 |
| Corporate trust and agency accounts, non-managed assets | $64,000 | 117 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $109,317,000 | 188 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,937,000 | 136 |
| 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 | $814,597,000 | 182 |
| Managed Assets ($) | $614,330,000 | 170 |
| Personal trust and agency accounts, managed assets | $103,211,000 | 282 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $81,549,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $140,999,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $61,253,000 | 164 |
| Corporate trust and agency accounts, managed assets | $3,170,000 | 80 |
| Investment management and investment advisory agency accounts, managed assets | $167,388,000 | 192 |
| Foundation and endowment trust and agency accounts, managed assets | $56,760,000 | 113 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $61,253,000 | 141 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $200,267,000 | 168 |
| Personal trust and agency accounts, non-managed assets | $899,000 | 553 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $40,919,000 | 170 |
| Employee benefit-defined benefit accounts, non-managed Assets | $138,960,000 | 52 |
| Other retirement accounts, non-managed assets | $19,487,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $2,000 | 247 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $116,250,000 | 203 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,487,000 | 177 |
| 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 | $798,628,000 | 184 |
| Managed Assets ($) | $611,498,000 | 169 |
| Personal trust and agency accounts, managed assets | $105,141,000 | 251 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $82,482,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $138,964,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $62,016,000 | 161 |
| Corporate trust and agency accounts, managed assets | $3,169,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $163,540,000 | 193 |
| Foundation and endowment trust and agency accounts, managed assets | $56,186,000 | 111 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $62,016,000 | 137 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $187,130,000 | 170 |
| Personal trust and agency accounts, non-managed assets | $903,000 | 265 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $38,436,000 | 153 |
| Employee benefit-defined benefit accounts, non-managed Assets | $127,516,000 | 56 |
| Other retirement accounts, non-managed assets | $19,884,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $391,000 | 100 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $122,420,000 | 181 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,884,000 | 130 |
| 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 | $775,387,000 | 179 |
| Managed Assets ($) | $595,128,000 | 163 |
| Personal trust and agency accounts, managed assets | $103,833,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $79,686,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $130,152,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $59,632,000 | 160 |
| Corporate trust and agency accounts, managed assets | $3,167,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $163,309,000 | 190 |
| Foundation and endowment trust and agency accounts, managed assets | $55,349,000 | 106 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $59,632,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $180,259,000 | 173 |
| Personal trust and agency accounts, non-managed assets | $1,174,000 | 265 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,080,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $123,162,000 | 55 |
| Other retirement accounts, non-managed assets | $19,841,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $2,000 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $119,292,000 | 181 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,841,000 | 129 |
| 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 | $789,642,000 | 179 |
| Managed Assets ($) | $603,190,000 | 165 |
| Personal trust and agency accounts, managed assets | $104,641,000 | 250 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $83,082,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $132,911,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $59,042,000 | 160 |
| Corporate trust and agency accounts, managed assets | $3,398,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $159,982,000 | 194 |
| Foundation and endowment trust and agency accounts, managed assets | $60,134,000 | 102 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $59,042,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $186,452,000 | 165 |
| Personal trust and agency accounts, non-managed assets | $1,173,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,471,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $126,043,000 | 55 |
| Other retirement accounts, non-managed assets | $22,763,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $2,000 | 130 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $123,361,000 | 182 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,763,000 | 124 |
| 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 | $750,039,000 | 181 |
| Managed Assets ($) | $574,689,000 | 166 |
| Personal trust and agency accounts, managed assets | $112,289,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $78,087,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $124,305,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $54,585,000 | 160 |
| Corporate trust and agency accounts, managed assets | $3,423,000 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $149,205,000 | 199 |
| Foundation and endowment trust and agency accounts, managed assets | $52,795,000 | 103 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $54,584,000 | 141 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $175,350,000 | 172 |
| Personal trust and agency accounts, non-managed assets | $911,000 | 552 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $33,073,000 | 174 |
| Employee benefit-defined benefit accounts, non-managed Assets | $118,299,000 | 56 |
| Other retirement accounts, non-managed assets | $23,065,000 | 125 |
| Corporate trust and agency accounts, non-managed assets | $2,000 | 275 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $129,502,000 | 199 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,065,000 | 154 |
| 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 | $727,568,000 | 180 |
| Managed Assets ($) | $557,402,000 | 165 |
| Personal trust and agency accounts, managed assets | $112,439,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $75,789,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $115,988,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $52,132,000 | 166 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $146,799,000 | 194 |
| Foundation and endowment trust and agency accounts, managed assets | $54,255,000 | 97 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $52,132,000 | 142 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $170,166,000 | 172 |
| Personal trust and agency accounts, non-managed assets | $1,033,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,958,000 | 162 |
| Employee benefit-defined benefit accounts, non-managed Assets | $113,423,000 | 56 |
| Other retirement accounts, non-managed assets | $23,371,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $381,000 | 111 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $131,443,000 | 177 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,371,000 | 116 |
| 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 | $794,013,000 | 178 |
| Managed Assets ($) | $605,935,000 | 162 |
| Personal trust and agency accounts, managed assets | $121,999,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $85,404,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $125,317,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $56,094,000 | 163 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $153,966,000 | 197 |
| Foundation and endowment trust and agency accounts, managed assets | $63,155,000 | 88 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $56,094,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $188,078,000 | 168 |
| Personal trust and agency accounts, non-managed assets | $1,036,000 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,349,000 | 157 |
| Employee benefit-defined benefit accounts, non-managed Assets | $124,977,000 | 56 |
| Other retirement accounts, non-managed assets | $25,714,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $2,000 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $137,346,000 | 181 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,714,000 | 113 |
| 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 | $790,532,000 | 181 |
| Managed Assets ($) | $603,262,000 | 162 |
| Personal trust and agency accounts, managed assets | $118,322,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $84,940,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $120,005,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $56,496,000 | 157 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $160,838,000 | 187 |
| Foundation and endowment trust and agency accounts, managed assets | $62,661,000 | 87 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $56,496,000 | 129 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $187,270,000 | 168 |
| Personal trust and agency accounts, non-managed assets | $1,034,000 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $35,883,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $124,367,000 | 56 |
| Other retirement accounts, non-managed assets | $25,910,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $76,000 | 129 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $140,093,000 | 180 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,910,000 | 114 |
| 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 | $739,087,000 | 188 |
| Managed Assets ($) | $592,770,000 | 162 |
| Personal trust and agency accounts, managed assets | $113,961,000 | 251 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $81,082,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $122,787,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $55,499,000 | 155 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $158,734,000 | 186 |
| Foundation and endowment trust and agency accounts, managed assets | $60,707,000 | 90 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $55,499,000 | 130 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $146,317,000 | 194 |
| Personal trust and agency accounts, non-managed assets | $1,028,000 | 559 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $34,926,000 | 179 |
| Employee benefit-defined benefit accounts, non-managed Assets | $84,231,000 | 64 |
| Other retirement accounts, non-managed assets | $26,130,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $2,000 | 300 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $142,943,000 | 194 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,130,000 | 132 |
| 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 | $672,216,000 | 194 |
| Managed Assets ($) | $559,205,000 | 163 |
| Personal trust and agency accounts, managed assets | $108,968,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $76,752,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $113,261,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $54,345,000 | 151 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $148,399,000 | 186 |
| Foundation and endowment trust and agency accounts, managed assets | $57,480,000 | 88 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $54,345,000 | 126 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $113,011,000 | 203 |
| Personal trust and agency accounts, non-managed assets | $1,025,000 | 273 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $32,242,000 | 164 |
| Employee benefit-defined benefit accounts, non-managed Assets | $53,667,000 | 72 |
| Other retirement accounts, non-managed assets | $25,697,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $380,000 | 128 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $139,334,000 | 172 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,697,000 | 104 |
| 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 | $638,258,000 | 191 |
| Managed Assets ($) | $533,320,000 | 161 |
| Personal trust and agency accounts, managed assets | $104,121,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $71,137,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $105,686,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $53,003,000 | 144 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $145,251,000 | 187 |
| Foundation and endowment trust and agency accounts, managed assets | $54,122,000 | 81 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $53,003,000 | 121 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $104,938,000 | 208 |
| Personal trust and agency accounts, non-managed assets | $1,740,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $29,659,000 | 166 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,099,000 | 76 |
| Other retirement accounts, non-managed assets | $24,438,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $2,000 | 151 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $133,669,000 | 171 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,438,000 | 106 |
| 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 | $641,146,000 | 200 |
| Managed Assets ($) | $556,582,000 | 165 |
| Personal trust and agency accounts, managed assets | $112,653,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $76,529,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $107,871,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $55,340,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $150,506,000 | 190 |
| Foundation and endowment trust and agency accounts, managed assets | $53,683,000 | 86 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $55,340,000 | 115 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $84,564,000 | 229 |
| Personal trust and agency accounts, non-managed assets | $1,796,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,984,000 | 167 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,360,000 | 89 |
| Other retirement accounts, non-managed assets | $25,344,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $80,000 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $162,166,000 | 169 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,344,000 | 99 |
| 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 | $619,181,000 | 205 |
| Managed Assets ($) | $540,405,000 | 173 |
| Personal trust and agency accounts, managed assets | $113,295,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,958,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $104,717,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $52,607,000 | 146 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $147,136,000 | 198 |
| Foundation and endowment trust and agency accounts, managed assets | $47,692,000 | 91 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $52,607,000 | 117 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $78,776,000 | 256 |
| Personal trust and agency accounts, non-managed assets | $1,778,000 | 500 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $29,779,000 | 191 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,856,000 | 97 |
| Other retirement accounts, non-managed assets | $25,309,000 | 126 |
| Corporate trust and agency accounts, non-managed assets | $54,000 | 283 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $177,601,000 | 179 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,309,000 | 138 |
| 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 | $604,859,000 | 205 |
| Managed Assets ($) | $528,840,000 | 175 |
| Personal trust and agency accounts, managed assets | $113,600,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,524,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $101,378,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $51,015,000 | 148 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $188,323,000 | 178 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $76,019,000 | 222 |
| Personal trust and agency accounts, non-managed assets | $2,359,000 | 260 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,406,000 | 175 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,344,000 | 97 |
| Other retirement accounts, non-managed assets | $25,910,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $185,621,000 | 165 |
| 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 | $568,586,000 | 208 |
| Managed Assets ($) | $494,564,000 | 174 |
| Personal trust and agency accounts, managed assets | $109,350,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $69,650,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $92,184,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $47,866,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $175,514,000 | 178 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $74,022,000 | 219 |
| Personal trust and agency accounts, non-managed assets | $2,311,000 | 262 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,423,000 | 172 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,829,000 | 98 |
| Other retirement accounts, non-managed assets | $25,459,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $0 | 161 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $145,399,000 | 178 |
| 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 | $536,725,000 | 209 |
| Managed Assets ($) | $467,809,000 | 175 |
| Personal trust and agency accounts, managed assets | $108,090,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,813,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $83,820,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $43,309,000 | 150 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $169,777,000 | 180 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $68,916,000 | 221 |
| Personal trust and agency accounts, non-managed assets | $1,708,000 | 267 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,159,000 | 176 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,085,000 | 97 |
| Other retirement accounts, non-managed assets | $24,964,000 | 98 |
| Corporate trust and agency accounts, non-managed assets | $0 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $144,559,000 | 181 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | 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 | $559,174,000 | 211 |
| Managed Assets ($) | $486,121,000 | 174 |
| Personal trust and agency accounts, managed assets | $111,387,000 | 250 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $67,584,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $88,472,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $44,031,000 | 154 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $174,647,000 | 182 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $73,053,000 | 256 |
| Personal trust and agency accounts, non-managed assets | $1,776,000 | 504 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,353,000 | 200 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,025,000 | 107 |
| Other retirement accounts, non-managed assets | $25,898,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 328 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $154,333,000 | 196 |
| 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 | $626,876,000 | 207 |
| Managed Assets ($) | $540,700,000 | 171 |
| Personal trust and agency accounts, managed assets | $124,128,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $78,185,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $95,913,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $48,027,000 | 155 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $194,447,000 | 178 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $86,176,000 | 222 |
| Personal trust and agency accounts, non-managed assets | $1,829,000 | 288 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,600,000 | 176 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,360,000 | 100 |
| Other retirement accounts, non-managed assets | $27,475,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $912,000 | 132 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $163,967,000 | 182 |
| 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 | $656,532,000 | 211 |
| Managed Assets ($) | $567,597,000 | 176 |
| Personal trust and agency accounts, managed assets | $122,894,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $91,327,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $98,314,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $49,676,000 | 161 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $205,386,000 | 177 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $88,935,000 | 230 |
| Personal trust and agency accounts, non-managed assets | $1,265,000 | 300 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,461,000 | 175 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,784,000 | 104 |
| Other retirement accounts, non-managed assets | $25,754,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $671,000 | 137 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $157,971,000 | 185 |
| 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 | $661,249,000 | 214 |
| Managed Assets ($) | $567,533,000 | 178 |
| Personal trust and agency accounts, managed assets | $115,334,000 | 259 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $93,123,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $97,687,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $47,656,000 | 163 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $213,733,000 | 177 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $93,716,000 | 232 |
| Personal trust and agency accounts, non-managed assets | $1,272,000 | 302 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,823,000 | 180 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,640,000 | 110 |
| Other retirement accounts, non-managed assets | $29,404,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $577,000 | 134 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $169,818,000 | 183 |
| 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 | $699,916,000 | 212 |
| Managed Assets ($) | $601,681,000 | 172 |
| Personal trust and agency accounts, managed assets | $116,062,000 | 276 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $98,556,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $103,337,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $49,744,000 | 162 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $233,982,000 | 168 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $98,235,000 | 250 |
| Personal trust and agency accounts, non-managed assets | $1,312,000 | 579 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $38,544,000 | 193 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,433,000 | 113 |
| Other retirement accounts, non-managed assets | $31,357,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $589,000 | 230 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $171,937,000 | 196 |
| 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 | $722,723,000 | 210 |
| Managed Assets ($) | $620,424,000 | 175 |
| Personal trust and agency accounts, managed assets | $120,892,000 | 253 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $97,278,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $102,580,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $49,502,000 | 162 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $250,172,000 | 161 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $102,299,000 | 227 |
| Personal trust and agency accounts, non-managed assets | $1,317,000 | 294 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $39,531,000 | 173 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,622,000 | 111 |
| Other retirement accounts, non-managed assets | $31,753,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $2,076,000 | 120 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $173,696,000 | 185 |
| 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 | $672,461,000 | 222 |
| Managed Assets ($) | $577,637,000 | 187 |
| Personal trust and agency accounts, managed assets | $121,036,000 | 255 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $99,013,000 | 76 |
| Employee benefit-defined benefit accounts, managed assets | $102,825,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $46,796,000 | 167 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $207,967,000 | 180 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $94,824,000 | 233 |
| Personal trust and agency accounts, non-managed assets | $1,322,000 | 301 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $38,781,000 | 180 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,645,000 | 115 |
| Other retirement accounts, non-managed assets | $26,458,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $1,618,000 | 128 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $165,803,000 | 201 |
| 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 | $637,743,000 | 227 |
| Managed Assets ($) | $542,305,000 | 188 |
| Personal trust and agency accounts, managed assets | $118,013,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $95,384,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $98,436,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $44,082,000 | 166 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $186,390,000 | 187 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $95,438,000 | 235 |
| Personal trust and agency accounts, non-managed assets | $1,295,000 | 302 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $35,950,000 | 181 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,579,000 | 112 |
| Other retirement accounts, non-managed assets | $24,629,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $5,985,000 | 105 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $165,220,000 | 200 |
| 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 | $623,682,000 | 227 |
| Managed Assets ($) | $529,238,000 | 192 |
| Personal trust and agency accounts, managed assets | $117,297,000 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $93,808,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $97,125,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $42,156,000 | 169 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $178,852,000 | 190 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $94,444,000 | 257 |
| Personal trust and agency accounts, non-managed assets | $1,852,000 | 535 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $33,604,000 | 213 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,669,000 | 115 |
| Other retirement accounts, non-managed assets | $25,355,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $5,964,000 | 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 | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $168,186,000 | 208 |
| 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 | $602,523,000 | 231 |
| Managed Assets ($) | $510,360,000 | 194 |
| Personal trust and agency accounts, managed assets | $118,552,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $89,420,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $92,835,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $41,760,000 | 166 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $167,793,000 | 199 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $92,163,000 | 241 |
| Personal trust and agency accounts, non-managed assets | $1,767,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,646,000 | 184 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,660,000 | 115 |
| Other retirement accounts, non-managed assets | $25,022,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $6,068,000 | 109 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $163,312,000 | 195 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | 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 | $581,687,000 | 242 |
| Managed Assets ($) | $495,233,000 | 199 |
| Personal trust and agency accounts, managed assets | $115,416,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $86,657,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $88,962,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $41,035,000 | 165 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $163,163,000 | 203 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $86,454,000 | 249 |
| Personal trust and agency accounts, non-managed assets | $1,756,000 | 290 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $29,264,000 | 189 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,389,000 | 119 |
| Other retirement accounts, non-managed assets | $23,395,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $5,650,000 | 114 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $153,695,000 | 200 |
| 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 | $585,130,000 | 242 |
| Managed Assets ($) | $497,254,000 | 199 |
| Personal trust and agency accounts, managed assets | $116,440,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $87,323,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $90,816,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $40,726,000 | 162 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $161,931,000 | 202 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $18,000 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $87,876,000 | 250 |
| Personal trust and agency accounts, non-managed assets | $1,244,000 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $29,442,000 | 193 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,822,000 | 118 |
| Other retirement accounts, non-managed assets | $24,321,000 | 125 |
| Corporate trust and agency accounts, non-managed assets | $6,047,000 | 108 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $170,917,000 | 197 |
| 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 | $574,198,000 | 241 |
| Managed Assets ($) | $482,622,000 | 203 |
| Personal trust and agency accounts, managed assets | $113,836,000 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $138,610,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $32,713,000 | 129 |
| Other employee benefit and retirement-related accounts, managed assets | $37,742,000 | 169 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $159,721,000 | 200 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $91,576,000 | 266 |
| Personal trust and agency accounts, non-managed assets | $1,219,000 | 592 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $35,198,000 | 207 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,927,000 | 127 |
| Other retirement accounts, non-managed assets | $26,075,000 | 139 |
| Corporate trust and agency accounts, non-managed assets | $9,157,000 | 137 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $163,604,000 | 205 |
| 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 | $572,591,000 | 238 |
| Managed Assets ($) | $481,662,000 | 202 |
| Personal trust and agency accounts, managed assets | $119,695,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $154,698,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $13,655,000 | 163 |
| Other employee benefit and retirement-related accounts, managed assets | $37,259,000 | 165 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $156,355,000 | 197 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $90,929,000 | 242 |
| Personal trust and agency accounts, non-managed assets | $1,181,000 | 293 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $53,772,000 | 162 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
| Other retirement accounts, non-managed assets | $26,341,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $9,635,000 | 108 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $162,065,000 | 189 |
| 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 | $541,937,000 | 240 |
| Managed Assets ($) | $453,438,000 | 204 |
| Personal trust and agency accounts, managed assets | $117,671,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $148,484,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $12,412,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $35,937,000 | 166 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $138,934,000 | 214 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $88,499,000 | 241 |
| Personal trust and agency accounts, non-managed assets | $1,184,000 | 302 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $51,963,000 | 158 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $26,417,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $8,935,000 | 113 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $161,072,000 | 190 |
| 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 | $521,667,000 | 247 |
| Managed Assets ($) | $428,921,000 | 215 |
| Personal trust and agency accounts, managed assets | $109,514,000 | 255 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $140,955,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $12,305,000 | 160 |
| Other employee benefit and retirement-related accounts, managed assets | $34,232,000 | 169 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $131,915,000 | 215 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $92,746,000 | 237 |
| Personal trust and agency accounts, non-managed assets | $1,163,000 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,783,000 | 145 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $26,447,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $9,353,000 | 108 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $159,479,000 | 193 |
| 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 | $511,263,000 | 249 |
| Managed Assets ($) | $421,489,000 | 213 |
| Personal trust and agency accounts, managed assets | $100,432,000 | 290 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $141,238,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $12,468,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $33,884,000 | 174 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $133,467,000 | 215 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $89,774,000 | 269 |
| Personal trust and agency accounts, non-managed assets | $1,162,000 | 591 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $51,290,000 | 165 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $27,943,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $9,379,000 | 142 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $164,595,000 | 212 |
| 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 | $498,835,000 | 246 |
| Managed Assets ($) | $412,682,000 | 209 |
| Personal trust and agency accounts, managed assets | $103,063,000 | 262 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $134,020,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $11,083,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $33,880,000 | 167 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $130,636,000 | 201 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $86,153,000 | 244 |
| Personal trust and agency accounts, non-managed assets | $1,100,000 | 300 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $48,520,000 | 152 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $26,920,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $9,613,000 | 110 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $163,459,000 | 201 |
| 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 | $477,772,000 | 254 |
| Managed Assets ($) | $406,351,000 | 211 |
| Personal trust and agency accounts, managed assets | $101,692,000 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $131,999,000 | 70 |
| Employee benefit-defined benefit accounts, managed assets | $11,076,000 | 165 |
| Other employee benefit and retirement-related accounts, managed assets | $34,393,000 | 165 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $127,191,000 | 206 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $71,421,000 | 264 |
| Personal trust and agency accounts, non-managed assets | $1,581,000 | 298 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $33,469,000 | 181 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $27,060,000 | 122 |
| Corporate trust and agency accounts, non-managed assets | $9,311,000 | 117 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $159,515,000 | 202 |
| 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 | $467,994,000 | 259 |
| Managed Assets ($) | $397,041,000 | 217 |
| Personal trust and agency accounts, managed assets | $102,273,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $130,727,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $11,010,000 | 167 |
| Other employee benefit and retirement-related accounts, managed assets | $33,856,000 | 165 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $119,175,000 | 215 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $70,953,000 | 267 |
| Personal trust and agency accounts, non-managed assets | $1,626,000 | 299 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,764,000 | 187 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $27,847,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $9,716,000 | 122 |
| 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 | $166,030,000 | 203 |
| 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 | $456,598,000 | 269 |
| Managed Assets ($) | $385,471,000 | 228 |
| Personal trust and agency accounts, managed assets | $105,061,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $124,048,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $10,899,000 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $31,638,000 | 178 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $113,825,000 | 217 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $71,127,000 | 301 |
| Personal trust and agency accounts, non-managed assets | $1,604,000 | 554 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $30,546,000 | 214 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $29,212,000 | 138 |
| Corporate trust and agency accounts, non-managed assets | $9,765,000 | 163 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $163,809,000 | 219 |
| 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 | $419,106,000 | 279 |
| Managed Assets ($) | $360,048,000 | 235 |
| Personal trust and agency accounts, managed assets | $102,787,000 | 267 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $116,994,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $10,179,000 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $29,301,000 | 178 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $100,787,000 | 223 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $59,058,000 | 287 |
| Personal trust and agency accounts, non-managed assets | $2,443,000 | 292 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $27,872,000 | 202 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $27,839,000 | 132 |
| Corporate trust and agency accounts, non-managed assets | $904,000 | 162 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $159,773,000 | 213 |
| 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 | $406,567,000 | 290 |
| Managed Assets ($) | $351,247,000 | 237 |
| Personal trust and agency accounts, managed assets | $100,694,000 | 276 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $111,478,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $10,602,000 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $29,933,000 | 175 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $98,540,000 | 220 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $55,320,000 | 294 |
| Personal trust and agency accounts, non-managed assets | $1,545,000 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,973,000 | 209 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,751,000 | 178 |
| Other retirement accounts, non-managed assets | $26,426,000 | 137 |
| Corporate trust and agency accounts, non-managed assets | $625,000 | 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 | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $162,711,000 | 213 |
| 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 | $380,813,000 | 299 |
| Managed Assets ($) | $329,259,000 | 248 |
| Personal trust and agency accounts, managed assets | $96,686,000 | 286 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $105,605,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $9,862,000 | 179 |
| Other employee benefit and retirement-related accounts, managed assets | $25,753,000 | 184 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $91,353,000 | 224 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $51,554,000 | 300 |
| Personal trust and agency accounts, non-managed assets | $1,489,000 | 327 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,134,000 | 213 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,894,000 | 179 |
| Other retirement accounts, non-managed assets | $24,334,000 | 138 |
| Corporate trust and agency accounts, non-managed assets | $703,000 | 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 | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $155,952,000 | 220 |
| 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 | $382,887,000 | 299 |
| Managed Assets ($) | $331,134,000 | 247 |
| Personal trust and agency accounts, managed assets | $97,261,000 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $105,145,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $10,051,000 | 195 |
| Other employee benefit and retirement-related accounts, managed assets | $26,555,000 | 189 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $92,122,000 | 231 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $51,753,000 | 350 |
| Personal trust and agency accounts, non-managed assets | $1,497,000 | 593 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,780,000 | 242 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,779,000 | 217 |
| Other retirement accounts, non-managed assets | $24,993,000 | 151 |
| Corporate trust and agency accounts, non-managed assets | $704,000 | 283 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $165,613,000 | 221 |
| 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 | $391,997,000 | 284 |
| Managed Assets ($) | $338,307,000 | 242 |
| Personal trust and agency accounts, managed assets | $96,822,000 | 308 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $114,177,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $13,803,000 | 180 |
| Other employee benefit and retirement-related accounts, managed assets | $28,340,000 | 173 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $85,165,000 | 229 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $53,690,000 | 330 |
| Personal trust and agency accounts, non-managed assets | $898,000 | 643 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,593,000 | 224 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,512,000 | 213 |
| Other retirement accounts, non-managed assets | $28,671,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $1,016,000 | 257 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $161,687,000 | 210 |
| 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 |