Home > The National Bank of Indianapolis > Total Fiduciary and Related Assets
The National Bank of Indianapolis, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,399,681,000 | 165 |
| Managed Assets ($) | $1,917,296,000 | 140 |
| Personal trust and agency accounts, managed assets | $461,701,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $297,111,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $11,986,000 | 150 |
| Other employee benefit and retirement-related accounts, managed assets | $154,041,000 | 149 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $905,599,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | $42,331,000 | 207 |
| Other fiduciary accounts, managed assets | $44,527,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $152,557,000 | 150 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $482,385,000 | 155 |
| Personal trust and agency accounts, non-managed assets | $321,233,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $48,478,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $101,406,000 | 54 |
| Other retirement accounts, non-managed assets | $11,209,000 | 233 |
| Corporate trust and agency accounts, non-managed assets | $25,000 | 155 |
| Investment management and advisory agency accounts, non-managed assets | $34,000 | 321 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 245 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $353,931,000 | 156 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,618,000 | 150 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,292,544,000 | 161 |
| Managed Assets ($) | $1,826,554,000 | 139 |
| Personal trust and agency accounts, managed assets | $454,008,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $278,551,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $10,571,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $148,709,000 | 146 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $853,382,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | $41,126,000 | 201 |
| Other fiduciary accounts, managed assets | $40,207,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $147,280,000 | 143 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $465,990,000 | 148 |
| Personal trust and agency accounts, non-managed assets | $306,328,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $48,324,000 | 150 |
| Employee benefit-defined benefit accounts, non-managed Assets | $100,303,000 | 55 |
| Other retirement accounts, non-managed assets | $10,982,000 | 184 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $53,000 | 229 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $309,522,000 | 159 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,473,000 | 125 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,238,342,000 | 170 |
| Managed Assets ($) | $1,791,885,000 | 150 |
| Personal trust and agency accounts, managed assets | $464,225,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $270,439,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $9,168,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $148,252,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $819,707,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $40,952,000 | 187 |
| Other fiduciary accounts, managed assets | $39,142,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $146,837,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $446,457,000 | 156 |
| Personal trust and agency accounts, non-managed assets | $288,533,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $45,650,000 | 141 |
| Employee benefit-defined benefit accounts, non-managed Assets | $101,248,000 | 59 |
| Other retirement accounts, non-managed assets | $10,954,000 | 157 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $72,000 | 194 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $283,663,000 | 161 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,725,000 | 118 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,155,299,000 | 170 |
| Managed Assets ($) | $1,715,164,000 | 150 |
| Personal trust and agency accounts, managed assets | $452,949,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $252,290,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $8,977,000 | 157 |
| Other employee benefit and retirement-related accounts, managed assets | $140,795,000 | 153 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $783,374,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | $40,576,000 | 211 |
| Other fiduciary accounts, managed assets | $36,203,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $139,417,000 | 146 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $440,135,000 | 156 |
| Personal trust and agency accounts, non-managed assets | $284,272,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $43,376,000 | 167 |
| Employee benefit-defined benefit accounts, non-managed Assets | $97,980,000 | 61 |
| Other retirement accounts, non-managed assets | $14,469,000 | 184 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $38,000 | 330 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 205 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $290,688,000 | 174 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,216,000 | 146 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,990,072,000 | 171 |
| Managed Assets ($) | $1,581,064,000 | 151 |
| Personal trust and agency accounts, managed assets | $434,891,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $240,147,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $8,358,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $133,006,000 | 153 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $691,082,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | $39,088,000 | 193 |
| Other fiduciary accounts, managed assets | $34,492,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $131,661,000 | 145 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $409,008,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $253,555,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,453,000 | 151 |
| Employee benefit-defined benefit accounts, non-managed Assets | $93,272,000 | 63 |
| Other retirement accounts, non-managed assets | $14,677,000 | 140 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $51,000 | 195 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $303,071,000 | 162 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,435,000 | 116 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,057,157,000 | 143 |
| Managed Assets ($) | $1,619,822,000 | 128 |
| Personal trust and agency accounts, managed assets | $457,073,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $253,242,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $9,033,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $139,618,000 | 143 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $685,186,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | $40,434,000 | 186 |
| Other fiduciary accounts, managed assets | $35,236,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $138,225,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $437,335,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $278,362,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $49,320,000 | 152 |
| Employee benefit-defined benefit accounts, non-managed Assets | $99,537,000 | 57 |
| Other retirement accounts, non-managed assets | $10,053,000 | 178 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $63,000 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $338,884,000 | 142 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,693,000 | 128 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,244,780,000 | 145 |
| Managed Assets ($) | $1,783,062,000 | 128 |
| Personal trust and agency accounts, managed assets | $513,783,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $286,189,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $8,694,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $163,888,000 | 137 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $726,065,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | $44,137,000 | 175 |
| Other fiduciary accounts, managed assets | $40,306,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $162,401,000 | 132 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $461,718,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $278,744,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $54,184,000 | 144 |
| Employee benefit-defined benefit accounts, non-managed Assets | $115,057,000 | 56 |
| Other retirement accounts, non-managed assets | $13,657,000 | 143 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $76,000 | 175 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 136 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $343,657,000 | 133 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,423,000 | 113 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,294,369,000 | 145 |
| Managed Assets ($) | $1,850,695,000 | 128 |
| Personal trust and agency accounts, managed assets | $516,899,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $297,099,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $9,583,000 | 154 |
| Other employee benefit and retirement-related accounts, managed assets | $174,878,000 | 137 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $765,610,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | $46,584,000 | 192 |
| Other fiduciary accounts, managed assets | $40,042,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $173,310,000 | 130 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $443,674,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $250,011,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,853,000 | 157 |
| Employee benefit-defined benefit accounts, non-managed Assets | $124,368,000 | 58 |
| Other retirement accounts, non-managed assets | $13,406,000 | 196 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $36,000 | 319 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $385,139,000 | 140 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,423,000 | 152 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,160,858,000 | 148 |
| Managed Assets ($) | $1,733,590,000 | 135 |
| Personal trust and agency accounts, managed assets | $487,035,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $296,790,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $10,345,000 | 129 |
| Other employee benefit and retirement-related accounts, managed assets | $160,444,000 | 143 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $697,597,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | $44,807,000 | 176 |
| Other fiduciary accounts, managed assets | $36,572,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $158,879,000 | 137 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $427,268,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $235,697,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,798,000 | 141 |
| Employee benefit-defined benefit accounts, non-managed Assets | $120,819,000 | 58 |
| Other retirement accounts, non-managed assets | $12,903,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $51,000 | 176 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $339,634,000 | 131 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,921,000 | 115 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,159,285,000 | 148 |
| Managed Assets ($) | $1,724,965,000 | 135 |
| Personal trust and agency accounts, managed assets | $482,341,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $295,909,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $10,501,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $162,597,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $691,346,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | $44,881,000 | 187 |
| Other fiduciary accounts, managed assets | $37,390,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $161,031,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $434,320,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $241,623,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $58,476,000 | 152 |
| Employee benefit-defined benefit accounts, non-managed Assets | $121,758,000 | 60 |
| Other retirement accounts, non-managed assets | $12,400,000 | 166 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $63,000 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $343,552,000 | 134 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,424,000 | 132 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,084,868,000 | 149 |
| Managed Assets ($) | $1,662,079,000 | 134 |
| Personal trust and agency accounts, managed assets | $463,636,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $289,321,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $9,904,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $153,109,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $668,768,000 | 125 |
| Foundation and endowment trust and agency accounts, managed assets | $43,862,000 | 173 |
| Other fiduciary accounts, managed assets | $33,479,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $151,584,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $422,789,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $232,726,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,320,000 | 140 |
| Employee benefit-defined benefit accounts, non-managed Assets | $114,646,000 | 59 |
| Other retirement accounts, non-managed assets | $12,026,000 | 150 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $71,000 | 178 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $313,842,000 | 131 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,537,000 | 121 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,025,080,000 | 149 |
| Managed Assets ($) | $1,621,531,000 | 133 |
| Personal trust and agency accounts, managed assets | $454,164,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $279,874,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $9,786,000 | 154 |
| Other employee benefit and retirement-related accounts, managed assets | $149,318,000 | 144 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $652,488,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | $43,347,000 | 191 |
| Other fiduciary accounts, managed assets | $32,554,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $147,785,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $403,549,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $214,226,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $62,684,000 | 155 |
| Employee benefit-defined benefit accounts, non-managed Assets | $113,981,000 | 63 |
| Other retirement accounts, non-managed assets | $11,399,000 | 219 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $1,259,000 | 249 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $329,529,000 | 143 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $30,070,000 | 148 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,906,106,000 | 144 |
| Managed Assets ($) | $1,515,290,000 | 131 |
| Personal trust and agency accounts, managed assets | $431,239,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $264,564,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $9,131,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $133,820,000 | 144 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $605,507,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | $42,125,000 | 166 |
| Other fiduciary accounts, managed assets | $28,904,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $132,330,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $390,816,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $211,568,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $64,234,000 | 135 |
| Employee benefit-defined benefit accounts, non-managed Assets | $102,783,000 | 61 |
| Other retirement accounts, non-managed assets | $11,049,000 | 155 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $1,182,000 | 157 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $295,022,000 | 131 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $27,720,000 | 119 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,837,642,000 | 146 |
| Managed Assets ($) | $1,465,238,000 | 132 |
| Personal trust and agency accounts, managed assets | $432,939,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $252,003,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $9,019,000 | 141 |
| Other employee benefit and retirement-related accounts, managed assets | $127,636,000 | 148 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $575,725,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | $40,942,000 | 181 |
| Other fiduciary accounts, managed assets | $26,974,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $126,190,000 | 141 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $372,404,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $200,694,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $61,563,000 | 144 |
| Employee benefit-defined benefit accounts, non-managed Assets | $97,730,000 | 64 |
| Other retirement accounts, non-managed assets | $11,249,000 | 170 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $1,168,000 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $338,886,000 | 127 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $26,290,000 | 128 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,666,070,000 | 144 |
| Managed Assets ($) | $1,337,882,000 | 132 |
| Personal trust and agency accounts, managed assets | $383,319,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $231,151,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $8,189,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $114,889,000 | 142 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $537,902,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | $38,372,000 | 165 |
| Other fiduciary accounts, managed assets | $24,060,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $113,562,000 | 135 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $328,188,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $174,589,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,088,000 | 133 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,264,000 | 62 |
| Other retirement accounts, non-managed assets | $9,161,000 | 167 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $1,086,000 | 151 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $300,184,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $14,318,000 | 158 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,911,707,000 | 143 |
| Managed Assets ($) | $1,507,621,000 | 130 |
| Personal trust and agency accounts, managed assets | $445,639,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $257,805,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $9,709,000 | 161 |
| Other employee benefit and retirement-related accounts, managed assets | $131,326,000 | 144 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $596,746,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | $41,584,000 | 186 |
| Other fiduciary accounts, managed assets | $24,812,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $129,874,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $404,086,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $207,527,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $65,411,000 | 145 |
| Employee benefit-defined benefit accounts, non-managed Assets | $105,707,000 | 62 |
| Other retirement accounts, non-managed assets | $10,766,000 | 222 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $1,220,000 | 249 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,455,000 | 73 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $341,017,000 | 146 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $14,880,000 | 219 |
| 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 | $1,812,361,000 | 144 |
| Managed Assets ($) | $1,432,606,000 | 132 |
| Personal trust and agency accounts, managed assets | $401,695,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $247,972,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $9,245,000 | 138 |
| Other employee benefit and retirement-related accounts, managed assets | $126,802,000 | 144 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $583,635,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | $40,625,000 | 168 |
| Other fiduciary accounts, managed assets | $22,632,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $125,368,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $379,755,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $193,322,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $62,131,000 | 137 |
| Employee benefit-defined benefit accounts, non-managed Assets | $100,977,000 | 62 |
| Other retirement accounts, non-managed assets | $9,810,000 | 167 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $1,189,000 | 151 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,326,000 | 67 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $308,005,000 | 140 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,424,000 | 173 |
| 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 | $1,868,021,000 | 141 |
| Managed Assets ($) | $1,401,363,000 | 136 |
| Personal trust and agency accounts, managed assets | $396,071,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $246,018,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $9,607,000 | 144 |
| Other employee benefit and retirement-related accounts, managed assets | $120,782,000 | 146 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $568,670,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | $38,492,000 | 180 |
| Other fiduciary accounts, managed assets | $21,723,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $119,369,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $466,658,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $208,974,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $62,215,000 | 144 |
| Employee benefit-defined benefit accounts, non-managed Assets | $100,945,000 | 65 |
| Other retirement accounts, non-managed assets | $9,772,000 | 176 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $1,223,000 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $83,529,000 | 33 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $297,981,000 | 143 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,335,000 | 185 |
| 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 | $1,814,806,000 | 144 |
| Managed Assets ($) | $1,353,083,000 | 138 |
| Personal trust and agency accounts, managed assets | $390,965,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $240,287,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $9,437,000 | 145 |
| Other employee benefit and retirement-related accounts, managed assets | $116,839,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $536,667,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | $37,909,000 | 181 |
| Other fiduciary accounts, managed assets | $20,979,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $115,463,000 | 141 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $461,723,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $208,604,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $59,527,000 | 148 |
| Employee benefit-defined benefit accounts, non-managed Assets | $98,931,000 | 65 |
| Other retirement accounts, non-managed assets | $9,734,000 | 181 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $1,232,000 | 169 |
| Foundation and endowment trust and agency accounts, non-managed assets | $83,695,000 | 33 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $247,425,000 | 153 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,213,000 | 184 |
| 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 | $1,698,873,000 | 144 |
| Managed Assets ($) | $1,277,416,000 | 134 |
| Personal trust and agency accounts, managed assets | $359,117,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $220,819,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $8,656,000 | 166 |
| Other employee benefit and retirement-related accounts, managed assets | $108,646,000 | 144 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $506,101,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | $54,984,000 | 141 |
| Other fiduciary accounts, managed assets | $19,093,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $107,348,000 | 137 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $421,457,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $189,748,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,912,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $91,612,000 | 66 |
| Other retirement accounts, non-managed assets | $9,572,000 | 229 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $1,145,000 | 252 |
| Foundation and endowment trust and agency accounts, non-managed assets | $78,468,000 | 33 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $244,558,000 | 157 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,879,000 | 244 |
| 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 | $1,875,769,000 | 139 |
| Managed Assets ($) | $1,369,579,000 | 136 |
| Personal trust and agency accounts, managed assets | $386,425,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $221,332,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $9,824,000 | 144 |
| Other employee benefit and retirement-related accounts, managed assets | $118,501,000 | 143 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $553,606,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | $58,836,000 | 140 |
| Other fiduciary accounts, managed assets | $21,055,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $117,149,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $506,190,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $231,028,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $73,025,000 | 143 |
| Employee benefit-defined benefit accounts, non-managed Assets | $117,945,000 | 62 |
| Other retirement accounts, non-managed assets | $10,042,000 | 170 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $1,221,000 | 173 |
| Foundation and endowment trust and agency accounts, non-managed assets | $72,929,000 | 34 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $247,410,000 | 150 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,485,000 | 183 |
| 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 | $1,853,358,000 | 138 |
| Managed Assets ($) | $1,336,263,000 | 134 |
| Personal trust and agency accounts, managed assets | $368,555,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $213,610,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $9,828,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $112,770,000 | 148 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $553,704,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | $57,354,000 | 142 |
| Other fiduciary accounts, managed assets | $20,442,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $111,424,000 | 142 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $517,095,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $236,200,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $72,927,000 | 142 |
| Employee benefit-defined benefit accounts, non-managed Assets | $116,014,000 | 64 |
| Other retirement accounts, non-managed assets | $6,533,000 | 197 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $1,244,000 | 171 |
| Foundation and endowment trust and agency accounts, non-managed assets | $84,177,000 | 33 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $238,298,000 | 152 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $8,769,000 | 210 |
| 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 | $1,855,636,000 | 140 |
| Managed Assets ($) | $1,326,950,000 | 133 |
| Personal trust and agency accounts, managed assets | $379,579,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $214,015,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $9,947,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $112,781,000 | 146 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $532,609,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | $58,435,000 | 144 |
| Other fiduciary accounts, managed assets | $19,584,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $111,444,000 | 136 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $528,686,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $235,530,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $85,890,000 | 135 |
| Employee benefit-defined benefit accounts, non-managed Assets | $116,190,000 | 62 |
| Other retirement accounts, non-managed assets | $5,907,000 | 210 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $1,284,000 | 171 |
| Foundation and endowment trust and agency accounts, non-managed assets | $83,885,000 | 33 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $242,538,000 | 146 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $8,126,000 | 216 |
| 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 | $1,912,427,000 | 139 |
| Managed Assets ($) | $1,342,404,000 | 132 |
| Personal trust and agency accounts, managed assets | $392,644,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $213,426,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $10,137,000 | 165 |
| Other employee benefit and retirement-related accounts, managed assets | $114,830,000 | 144 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $533,035,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | $59,229,000 | 141 |
| Other fiduciary accounts, managed assets | $19,103,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $113,476,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $570,023,000 | 120 |
| Personal trust and agency accounts, non-managed assets | $274,076,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $86,093,000 | 133 |
| Employee benefit-defined benefit accounts, non-managed Assets | $118,469,000 | 61 |
| Other retirement accounts, non-managed assets | $5,903,000 | 318 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $2,916,000 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $82,566,000 | 34 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $300,924,000 | 144 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $6,383,000 | 363 |
| 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 | $1,735,145,000 | 144 |
| Managed Assets ($) | $1,283,424,000 | 131 |
| Personal trust and agency accounts, managed assets | $384,301,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $205,000,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $9,812,000 | 148 |
| Other employee benefit and retirement-related accounts, managed assets | $111,124,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $495,629,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | $59,355,000 | 136 |
| Other fiduciary accounts, managed assets | $18,203,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $109,783,000 | 136 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $451,721,000 | 131 |
| Personal trust and agency accounts, non-managed assets | $165,338,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $82,040,000 | 133 |
| Employee benefit-defined benefit accounts, non-managed Assets | $115,324,000 | 61 |
| Other retirement accounts, non-managed assets | $5,839,000 | 211 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $2,804,000 | 150 |
| Foundation and endowment trust and agency accounts, non-managed assets | $80,376,000 | 34 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $298,277,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $6,271,000 | 238 |
| 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 | $1,701,594,000 | 141 |
| Managed Assets ($) | $1,265,584,000 | 127 |
| Personal trust and agency accounts, managed assets | $384,989,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $199,615,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $9,985,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $106,369,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $494,213,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | $53,305,000 | 138 |
| Other fiduciary accounts, managed assets | $17,108,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $105,048,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $436,010,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $159,889,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $78,221,000 | 134 |
| Employee benefit-defined benefit accounts, non-managed Assets | $112,875,000 | 59 |
| Other retirement accounts, non-managed assets | $5,580,000 | 213 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $1,250,000 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $78,195,000 | 35 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $285,647,000 | 134 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $5,802,000 | 242 |
| 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 | $1,683,932,000 | 138 |
| Managed Assets ($) | $1,231,906,000 | 125 |
| Personal trust and agency accounts, managed assets | $377,146,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $194,784,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $9,931,000 | 151 |
| Other employee benefit and retirement-related accounts, managed assets | $103,822,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $477,390,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | $52,881,000 | 141 |
| Other fiduciary accounts, managed assets | $15,952,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $102,527,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $452,026,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $166,820,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $83,933,000 | 131 |
| Employee benefit-defined benefit accounts, non-managed Assets | $119,856,000 | 58 |
| Other retirement accounts, non-managed assets | $5,939,000 | 211 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $1,241,000 | 162 |
| Foundation and endowment trust and agency accounts, non-managed assets | $74,237,000 | 33 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $284,620,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $6,153,000 | 236 |
| 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 | $1,548,252,000 | 142 |
| Managed Assets ($) | $1,180,142,000 | 125 |
| Personal trust and agency accounts, managed assets | $334,735,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $184,368,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $9,756,000 | 173 |
| Other employee benefit and retirement-related accounts, managed assets | $98,741,000 | 146 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $484,436,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | $53,243,000 | 138 |
| Other fiduciary accounts, managed assets | $14,863,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $97,473,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $368,110,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $161,839,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $80,253,000 | 132 |
| Employee benefit-defined benefit accounts, non-managed Assets | $117,117,000 | 59 |
| Other retirement accounts, non-managed assets | $5,637,000 | 325 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $123,000 | 326 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,141,000 | 110 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $370,263,000 | 131 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $5,637,000 | 375 |
| 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 | $1,531,819,000 | 142 |
| Managed Assets ($) | $1,191,443,000 | 126 |
| Personal trust and agency accounts, managed assets | $324,004,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $182,734,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $9,588,000 | 153 |
| Other employee benefit and retirement-related accounts, managed assets | $94,744,000 | 149 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $512,804,000 | 111 |
| Foundation and endowment trust and agency accounts, managed assets | $53,446,000 | 134 |
| Other fiduciary accounts, managed assets | $14,123,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $93,448,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $340,376,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $135,671,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $78,259,000 | 130 |
| Employee benefit-defined benefit accounts, non-managed Assets | $118,381,000 | 60 |
| Other retirement accounts, non-managed assets | $4,795,000 | 226 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $131,000 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,139,000 | 97 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $260,368,000 | 137 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $4,795,000 | 248 |
| 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 | $1,495,819,000 | 140 |
| Managed Assets ($) | $1,161,753,000 | 127 |
| Personal trust and agency accounts, managed assets | $326,485,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $181,049,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $9,896,000 | 152 |
| Other employee benefit and retirement-related accounts, managed assets | $92,165,000 | 148 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $486,572,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $51,464,000 | 134 |
| Other fiduciary accounts, managed assets | $14,122,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $90,890,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $334,066,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $136,124,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $74,333,000 | 131 |
| Employee benefit-defined benefit accounts, non-managed Assets | $115,700,000 | 61 |
| Other retirement accounts, non-managed assets | $4,652,000 | 235 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $120,000 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,137,000 | 100 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $243,844,000 | 137 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $4,652,000 | 260 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,467,223,000 | 141 |
| Managed Assets ($) | $1,130,049,000 | 130 |
| Personal trust and agency accounts, managed assets | $320,399,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $174,168,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $9,921,000 | 151 |
| Other employee benefit and retirement-related accounts, managed assets | $88,120,000 | 150 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $469,747,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $50,559,000 | 132 |
| Other fiduciary accounts, managed assets | $17,135,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $88,120,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $337,174,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $137,782,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $75,697,000 | 129 |
| Employee benefit-defined benefit accounts, non-managed Assets | $113,885,000 | 61 |
| Other retirement accounts, non-managed assets | $6,452,000 | 210 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $223,000 | 203 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,135,000 | 97 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $243,908,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $4,628,000 | 260 |
| 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 | $1,429,302,000 | 144 |
| Managed Assets ($) | $1,091,673,000 | 130 |
| Personal trust and agency accounts, managed assets | $313,363,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $175,984,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $10,111,000 | 175 |
| Other employee benefit and retirement-related accounts, managed assets | $88,574,000 | 146 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $438,389,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | $49,996,000 | 135 |
| Other fiduciary accounts, managed assets | $15,256,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $88,574,000 | 136 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $337,629,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $147,028,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $74,866,000 | 133 |
| Employee benefit-defined benefit accounts, non-managed Assets | $106,181,000 | 64 |
| Other retirement accounts, non-managed assets | $6,126,000 | 314 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $287,000 | 322 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,141,000 | 109 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $419,143,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $4,233,000 | 440 |
| 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 | $1,409,716,000 | 145 |
| Managed Assets ($) | $1,065,633,000 | 131 |
| Personal trust and agency accounts, managed assets | $308,180,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $171,176,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $9,843,000 | 152 |
| Other employee benefit and retirement-related accounts, managed assets | $84,495,000 | 150 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $428,568,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | $48,711,000 | 132 |
| Other fiduciary accounts, managed assets | $14,660,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $84,495,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $344,083,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $150,269,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $72,750,000 | 132 |
| Employee benefit-defined benefit accounts, non-managed Assets | $106,893,000 | 63 |
| Other retirement accounts, non-managed assets | $5,932,000 | 211 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $136,000 | 199 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,103,000 | 84 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $415,336,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $4,002,000 | 261 |
| 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 | $1,680,075,000 | 138 |
| Managed Assets ($) | $1,109,160,000 | 132 |
| Personal trust and agency accounts, managed assets | $329,560,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $178,871,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $11,088,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $89,601,000 | 154 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $434,371,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | $50,317,000 | 137 |
| Other fiduciary accounts, managed assets | $15,352,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $89,601,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $570,915,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $160,113,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $283,413,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $112,637,000 | 64 |
| Other retirement accounts, non-managed assets | $6,278,000 | 209 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $122,000 | 196 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,352,000 | 84 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $216,186,000 | 152 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $4,198,000 | 262 |
| 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 | $1,678,105,000 | 136 |
| Managed Assets ($) | $1,107,235,000 | 132 |
| Personal trust and agency accounts, managed assets | $334,717,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $180,326,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $11,246,000 | 148 |
| Other employee benefit and retirement-related accounts, managed assets | $82,395,000 | 159 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $432,889,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | $50,922,000 | 134 |
| Other fiduciary accounts, managed assets | $14,740,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $82,395,000 | 144 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $570,870,000 | 117 |
| Personal trust and agency accounts, non-managed assets | $161,110,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $280,109,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $114,371,000 | 63 |
| Other retirement accounts, non-managed assets | $6,100,000 | 219 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $1,253,000 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,927,000 | 85 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $209,134,000 | 155 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $3,990,000 | 268 |
| 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 | $1,620,865,000 | 138 |
| Managed Assets ($) | $1,075,622,000 | 131 |
| Personal trust and agency accounts, managed assets | $313,479,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $175,640,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $11,290,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $78,698,000 | 161 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $432,404,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | $50,190,000 | 132 |
| Other fiduciary accounts, managed assets | $13,921,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $78,698,000 | 145 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $545,243,000 | 117 |
| Personal trust and agency accounts, non-managed assets | $162,744,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $251,130,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $111,919,000 | 63 |
| Other retirement accounts, non-managed assets | $6,807,000 | 313 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $1,275,000 | 251 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,368,000 | 81 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $233,495,000 | 161 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $4,661,000 | 434 |
| 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 | $1,580,949,000 | 137 |
| Managed Assets ($) | $1,038,979,000 | 130 |
| Personal trust and agency accounts, managed assets | $295,675,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $173,540,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $11,468,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $76,961,000 | 162 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $418,020,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | $48,790,000 | 129 |
| Other fiduciary accounts, managed assets | $14,525,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $76,961,000 | 144 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $541,970,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $163,746,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $249,036,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $109,711,000 | 62 |
| Other retirement accounts, non-managed assets | $6,426,000 | 217 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $1,832,000 | 151 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,219,000 | 74 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $216,160,000 | 150 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $4,258,000 | 268 |
| 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 | $1,562,743,000 | 137 |
| Managed Assets ($) | $1,039,385,000 | 129 |
| Personal trust and agency accounts, managed assets | $309,176,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $173,752,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $12,393,000 | 144 |
| Other employee benefit and retirement-related accounts, managed assets | $75,495,000 | 165 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $406,611,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | $48,303,000 | 131 |
| Other fiduciary accounts, managed assets | $13,655,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $75,495,000 | 146 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $523,358,000 | 115 |
| Personal trust and agency accounts, non-managed assets | $150,640,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $249,839,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $103,290,000 | 62 |
| Other retirement accounts, non-managed assets | $6,445,000 | 218 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $1,823,000 | 152 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,321,000 | 73 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $222,612,000 | 150 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $4,267,000 | 275 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,501,665,000 | 139 |
| Managed Assets ($) | $988,403,000 | 133 |
| Personal trust and agency accounts, managed assets | $288,273,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $170,130,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $12,090,000 | 141 |
| Other employee benefit and retirement-related accounts, managed assets | $69,580,000 | 171 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $389,677,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | $47,183,000 | 131 |
| Other fiduciary accounts, managed assets | $11,470,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $69,580,000 | 151 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $513,262,000 | 115 |
| Personal trust and agency accounts, non-managed assets | $154,915,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $237,802,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $102,585,000 | 62 |
| Other retirement accounts, non-managed assets | $4,196,000 | 237 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $2,595,000 | 137 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,169,000 | 72 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $211,659,000 | 151 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $4,196,000 | 271 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,554,348,000 | 136 |
| Managed Assets ($) | $951,375,000 | 137 |
| Personal trust and agency accounts, managed assets | $282,081,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $157,258,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $12,322,000 | 160 |
| Other employee benefit and retirement-related accounts, managed assets | $70,215,000 | 170 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $372,360,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | $46,404,000 | 136 |
| Other fiduciary accounts, managed assets | $10,735,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $70,215,000 | 151 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $602,973,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $154,505,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $329,404,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $100,757,000 | 61 |
| Other retirement accounts, non-managed assets | $3,992,000 | 404 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $3,157,000 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,158,000 | 73 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $218,425,000 | 161 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $3,992,000 | 471 |
| 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 | $1,495,254,000 | 134 |
| Managed Assets ($) | $929,577,000 | 130 |
| Personal trust and agency accounts, managed assets | $265,950,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $174,884,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $11,768,000 | 141 |
| Other employee benefit and retirement-related accounts, managed assets | $65,322,000 | 170 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $357,891,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | $43,794,000 | 130 |
| Other fiduciary accounts, managed assets | $9,968,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $65,322,000 | 148 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $565,677,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $155,310,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $297,107,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $95,912,000 | 63 |
| Other retirement accounts, non-managed assets | $3,994,000 | 236 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $2,454,000 | 127 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,900,000 | 70 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $219,383,000 | 151 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $3,994,000 | 275 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,434,454,000 | 136 |
| Managed Assets ($) | $891,737,000 | 133 |
| Personal trust and agency accounts, managed assets | $253,854,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $166,111,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $13,409,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $63,074,000 | 167 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $343,871,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | $42,818,000 | 128 |
| Other fiduciary accounts, managed assets | $8,600,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $63,074,000 | 147 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $542,717,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $152,326,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $281,937,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $92,102,000 | 61 |
| Other retirement accounts, non-managed assets | $4,135,000 | 233 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $1,413,000 | 155 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,804,000 | 66 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $225,808,000 | 145 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $4,135,000 | 272 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,413,967,000 | 138 |
| Managed Assets ($) | $872,102,000 | 137 |
| Personal trust and agency accounts, managed assets | $241,353,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $164,813,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $17,477,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $61,271,000 | 169 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $336,095,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | $42,768,000 | 129 |
| Other fiduciary accounts, managed assets | $8,325,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $60,662,000 | 149 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $541,865,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $154,516,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $279,188,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $92,235,000 | 62 |
| Other retirement accounts, non-managed assets | $3,594,000 | 237 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $1,555,000 | 156 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,777,000 | 67 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $193,379,000 | 154 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $3,594,000 | 278 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,350,562,000 | 141 |
| Managed Assets ($) | $830,192,000 | 140 |
| Personal trust and agency accounts, managed assets | $236,212,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $153,828,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $17,462,000 | 140 |
| Other employee benefit and retirement-related accounts, managed assets | $58,969,000 | 169 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $314,275,000 | 132 |
| Foundation and endowment trust and agency accounts, managed assets | $42,008,000 | 130 |
| Other fiduciary accounts, managed assets | $7,438,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $58,404,000 | 144 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $520,370,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $144,655,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $272,236,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $87,918,000 | 61 |
| Other retirement accounts, non-managed assets | $3,414,000 | 425 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $1,647,000 | 244 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,500,000 | 72 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $247,898,000 | 154 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $3,414,000 | 500 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,321,242,000 | 140 |
| Managed Assets ($) | $806,221,000 | 141 |
| Personal trust and agency accounts, managed assets | $219,468,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $153,197,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $16,996,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $58,523,000 | 168 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $309,485,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | $42,110,000 | 124 |
| Other fiduciary accounts, managed assets | $6,442,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $57,963,000 | 144 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $515,021,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $144,272,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $264,910,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $90,017,000 | 59 |
| Other retirement accounts, non-managed assets | $3,479,000 | 231 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $1,858,000 | 144 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,485,000 | 68 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $232,557,000 | 146 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $3,479,000 | 267 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,267,341,000 | 142 |
| Managed Assets ($) | $772,459,000 | 137 |
| Personal trust and agency accounts, managed assets | $207,153,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $146,457,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $16,748,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $56,859,000 | 165 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $298,212,000 | 125 |
| Foundation and endowment trust and agency accounts, managed assets | $41,426,000 | 122 |
| Other fiduciary accounts, managed assets | $5,604,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $56,327,000 | 143 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $494,882,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $142,050,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $252,709,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $84,278,000 | 62 |
| Other retirement accounts, non-managed assets | $3,418,000 | 232 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $2,104,000 | 140 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,323,000 | 66 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $223,718,000 | 152 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $3,418,000 | 263 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,259,351,000 | 142 |
| Managed Assets ($) | $762,569,000 | 141 |
| Personal trust and agency accounts, managed assets | $205,532,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $153,856,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $19,286,000 | 129 |
| Other employee benefit and retirement-related accounts, managed assets | $59,132,000 | 159 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $278,952,000 | 136 |
| Foundation and endowment trust and agency accounts, managed assets | $42,159,000 | 123 |
| Other fiduciary accounts, managed assets | $3,652,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $58,587,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $496,782,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $145,167,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $249,967,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,256,000 | 61 |
| Other retirement accounts, non-managed assets | $3,431,000 | 232 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $1,602,000 | 141 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,359,000 | 64 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $220,921,000 | 152 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $3,431,000 | 264 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,208,174,000 | 140 |
| Managed Assets ($) | $739,058,000 | 144 |
| Personal trust and agency accounts, managed assets | $195,413,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $139,257,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $19,610,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $55,875,000 | 157 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $284,818,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | $44,085,000 | 115 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $55,385,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $469,116,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $137,881,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $235,418,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $80,386,000 | 64 |
| Other retirement accounts, non-managed assets | $3,433,000 | 420 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $1,778,000 | 230 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,220,000 | 69 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $231,123,000 | 161 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $3,433,000 | 486 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,165,712,000 | 140 |
| Managed Assets ($) | $721,511,000 | 142 |
| Personal trust and agency accounts, managed assets | $187,761,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $129,011,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $25,490,000 | 121 |
| Other employee benefit and retirement-related accounts, managed assets | $54,507,000 | 158 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $281,397,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | $43,345,000 | 109 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $54,061,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $444,201,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $134,254,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $220,303,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $75,142,000 | 64 |
| Other retirement accounts, non-managed assets | $3,395,000 | 233 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $1,014,000 | 136 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,093,000 | 63 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $201,841,000 | 154 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $3,395,000 | 250 |
| 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 | $1,249,722,000 | 143 |
| Managed Assets ($) | $772,426,000 | 141 |
| Personal trust and agency accounts, managed assets | $210,145,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $141,479,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $28,482,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $55,990,000 | 164 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $289,981,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | $46,349,000 | 110 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $55,464,000 | 142 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $477,296,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $138,524,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $239,073,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $84,297,000 | 62 |
| Other retirement accounts, non-managed assets | $3,697,000 | 237 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $1,308,000 | 131 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,397,000 | 66 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $207,297,000 | 161 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $3,697,000 | 251 |
| 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 | $1,250,390,000 | 142 |
| Managed Assets ($) | $769,124,000 | 144 |
| Personal trust and agency accounts, managed assets | $203,271,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $146,241,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $28,705,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $55,653,000 | 159 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $289,035,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | $46,219,000 | 108 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $55,128,000 | 131 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $481,266,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $144,569,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $233,511,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $87,922,000 | 59 |
| Other retirement accounts, non-managed assets | $3,802,000 | 231 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $1,099,000 | 131 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,363,000 | 65 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $200,129,000 | 159 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $3,802,000 | 247 |
| 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 | $1,206,798,000 | 146 |
| Managed Assets ($) | $739,705,000 | 146 |
| Personal trust and agency accounts, managed assets | $186,168,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $140,394,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $27,941,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $51,541,000 | 168 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $287,194,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | $46,467,000 | 108 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $51,541,000 | 141 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $467,093,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $140,521,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $227,040,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $84,270,000 | 63 |
| Other retirement accounts, non-managed assets | $3,553,000 | 422 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $1,473,000 | 235 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,236,000 | 74 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $216,631,000 | 172 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $3,553,000 | 487 |
| 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 | $1,151,031,000 | 147 |
| Managed Assets ($) | $707,010,000 | 148 |
| Personal trust and agency accounts, managed assets | $181,100,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $127,433,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $19,677,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $49,281,000 | 163 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $283,688,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | $45,831,000 | 104 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $49,281,000 | 134 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $444,021,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $121,672,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $222,678,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $83,973,000 | 62 |
| Other retirement accounts, non-managed assets | $3,798,000 | 222 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $1,713,000 | 115 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,187,000 | 64 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $180,928,000 | 161 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $3,798,000 | 248 |
| 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 | $1,118,252,000 | 141 |
| Managed Assets ($) | $701,999,000 | 140 |
| Personal trust and agency accounts, managed assets | $176,787,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $132,386,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $18,517,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $45,186,000 | 165 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $282,727,000 | 125 |
| Foundation and endowment trust and agency accounts, managed assets | $46,396,000 | 95 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $45,186,000 | 137 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $416,253,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $117,217,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $204,900,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $76,653,000 | 64 |
| Other retirement accounts, non-managed assets | $3,740,000 | 224 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $1,413,000 | 117 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,330,000 | 58 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $180,839,000 | 157 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $3,740,000 | 244 |
| 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 | $1,160,198,000 | 145 |
| Managed Assets ($) | $724,483,000 | 142 |
| Personal trust and agency accounts, managed assets | $184,871,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $137,411,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $20,127,000 | 129 |
| Other employee benefit and retirement-related accounts, managed assets | $46,950,000 | 168 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $287,735,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | $47,389,000 | 99 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $46,950,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $435,715,000 | 116 |
| Personal trust and agency accounts, non-managed assets | $116,269,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $221,311,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $80,506,000 | 65 |
| Other retirement accounts, non-managed assets | $3,992,000 | 219 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $986,000 | 119 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,651,000 | 62 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $179,559,000 | 163 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $3,992,000 | 239 |
| 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 | $1,143,667,000 | 145 |
| Managed Assets ($) | $719,957,000 | 142 |
| Personal trust and agency accounts, managed assets | $185,103,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $134,650,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $18,922,000 | 141 |
| Other employee benefit and retirement-related accounts, managed assets | $45,803,000 | 167 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $285,258,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | $50,221,000 | 86 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $45,803,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $423,710,000 | 118 |
| Personal trust and agency accounts, non-managed assets | $114,954,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $216,416,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $76,310,000 | 69 |
| Other retirement accounts, non-managed assets | $3,690,000 | 408 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,340,000 | 68 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $180,255,000 | 178 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $3,690,000 | 475 |
| 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 | $1,089,633,000 | 148 |
| Managed Assets ($) | $702,503,000 | 146 |
| Personal trust and agency accounts, managed assets | $176,317,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $131,671,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $18,332,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $44,248,000 | 164 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $331,935,000 | 117 |
| 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 | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $387,130,000 | 120 |
| Personal trust and agency accounts, non-managed assets | $95,912,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $215,921,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $71,624,000 | 68 |
| Other retirement accounts, non-managed assets | $3,673,000 | 218 |
| 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 | $180,140,000 | 166 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| 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 | $1,001,872,000 | 153 |
| Managed Assets ($) | $643,418,000 | 148 |
| Personal trust and agency accounts, managed assets | $160,734,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $122,803,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $17,076,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $44,846,000 | 159 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $297,959,000 | 122 |
| 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 | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $358,454,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $90,657,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $201,421,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $62,925,000 | 67 |
| Other retirement accounts, non-managed assets | $3,451,000 | 222 |
| 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 | $190,855,000 | 162 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| 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 | $952,306,000 | 154 |
| Managed Assets ($) | $551,801,000 | 158 |
| Personal trust and agency accounts, managed assets | $144,595,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,412,000 | 97 |
| Employee benefit-defined benefit accounts, managed assets | $16,748,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $42,751,000 | 151 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $294,295,000 | 123 |
| 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 | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $400,505,000 | 120 |
| Personal trust and agency accounts, non-managed assets | $85,143,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $256,476,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $55,516,000 | 70 |
| Other retirement accounts, non-managed assets | $3,370,000 | 221 |
| 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 | $195,915,000 | 163 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| 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 | $943,229,000 | 162 |
| Managed Assets ($) | $581,527,000 | 158 |
| Personal trust and agency accounts, managed assets | $152,476,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $56,259,000 | 102 |
| Employee benefit-defined benefit accounts, managed assets | $17,525,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $45,112,000 | 151 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $310,155,000 | 124 |
| 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 | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $361,702,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $93,728,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $206,150,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $58,165,000 | 81 |
| Other retirement accounts, non-managed assets | $3,659,000 | 422 |
| Corporate trust and agency accounts, non-managed assets | $0 | 351 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $194,632,000 | 172 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| 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 | $1,044,152,000 | 161 |
| Managed Assets ($) | $627,521,000 | 159 |
| Personal trust and agency accounts, managed assets | $169,149,000 | 199 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $61,920,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $20,424,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $52,278,000 | 146 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $323,750,000 | 125 |
| 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 | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $416,631,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $106,721,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $242,243,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $62,423,000 | 80 |
| Other retirement accounts, non-managed assets | $5,244,000 | 230 |
| Corporate trust and agency accounts, non-managed assets | $0 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $168,608,000 | 180 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| 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 | $1,087,652,000 | 166 |
| Managed Assets ($) | $645,668,000 | 161 |
| Personal trust and agency accounts, managed assets | $177,455,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $64,741,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $23,803,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $47,557,000 | 167 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $332,112,000 | 126 |
| 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 | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $441,984,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $107,843,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $260,750,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $67,929,000 | 80 |
| Other retirement accounts, non-managed assets | $5,462,000 | 226 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $171,572,000 | 178 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| 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 | $1,083,166,000 | 173 |
| Managed Assets ($) | $651,645,000 | 167 |
| Personal trust and agency accounts, managed assets | $176,410,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $64,672,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $24,583,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $46,559,000 | 164 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $339,421,000 | 126 |
| 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 | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $431,521,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $99,147,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $259,941,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $68,237,000 | 84 |
| Other retirement accounts, non-managed assets | $4,196,000 | 239 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $166,354,000 | 186 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| 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 | $1,113,771,000 | 170 |
| Managed Assets ($) | $670,809,000 | 164 |
| Personal trust and agency accounts, managed assets | $189,740,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $66,387,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $25,648,000 | 129 |
| Other employee benefit and retirement-related accounts, managed assets | $46,789,000 | 170 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $342,245,000 | 128 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $442,962,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $97,947,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $269,054,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $71,543,000 | 89 |
| Other retirement accounts, non-managed assets | $4,418,000 | 413 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $187,172,000 | 186 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| 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 | $1,065,607,000 | 174 |
| Managed Assets ($) | $630,661,000 | 173 |
| Personal trust and agency accounts, managed assets | $182,828,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $66,006,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $25,897,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $48,313,000 | 165 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $307,617,000 | 136 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $434,946,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $100,435,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $268,172,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $62,581,000 | 91 |
| Other retirement accounts, non-managed assets | $3,758,000 | 233 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $199,207,000 | 176 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| 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 | $1,049,296,000 | 183 |
| Managed Assets ($) | $614,810,000 | 181 |
| Personal trust and agency accounts, managed assets | $180,360,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $66,923,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $25,830,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $47,621,000 | 164 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $294,076,000 | 143 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $434,486,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $90,814,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $278,419,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $61,369,000 | 94 |
| Other retirement accounts, non-managed assets | $3,884,000 | 241 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $229,629,000 | 172 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| 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 | $1,010,645,000 | 184 |
| Managed Assets ($) | $600,219,000 | 181 |
| Personal trust and agency accounts, managed assets | $177,166,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $63,692,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $25,511,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $46,414,000 | 162 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $287,436,000 | 138 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $410,426,000 | 140 |
| Personal trust and agency accounts, non-managed assets | $86,836,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $260,615,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $59,272,000 | 93 |
| Other retirement accounts, non-managed assets | $3,703,000 | 245 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $222,527,000 | 170 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| 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 | $970,415,000 | 185 |
| Managed Assets ($) | $588,996,000 | 181 |
| Personal trust and agency accounts, managed assets | $168,286,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $59,470,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $24,780,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $48,297,000 | 153 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $288,163,000 | 140 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $381,419,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $86,035,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $237,324,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $54,290,000 | 95 |
| Other retirement accounts, non-managed assets | $3,770,000 | 428 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $228,998,000 | 176 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| 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 | $901,436,000 | 194 |
| Managed Assets ($) | $541,365,000 | 189 |
| Personal trust and agency accounts, managed assets | $137,533,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,345,000 | 119 |
| Employee benefit-defined benefit accounts, managed assets | $21,314,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $47,250,000 | 153 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $277,923,000 | 146 |
| 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 | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $360,071,000 | 144 |
| Personal trust and agency accounts, non-managed assets | $81,586,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $223,539,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $51,284,000 | 97 |
| Other retirement accounts, non-managed assets | $3,662,000 | 241 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $221,643,000 | 170 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| 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 | $863,629,000 | 204 |
| Managed Assets ($) | $513,646,000 | 195 |
| Personal trust and agency accounts, managed assets | $131,930,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,363,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $20,684,000 | 143 |
| Other employee benefit and retirement-related accounts, managed assets | $45,454,000 | 158 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $264,215,000 | 152 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $349,983,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $79,207,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $217,890,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,111,000 | 103 |
| Other retirement accounts, non-managed assets | $3,775,000 | 243 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $215,929,000 | 171 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| 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 | $852,845,000 | 208 |
| Managed Assets ($) | $512,710,000 | 197 |
| Personal trust and agency accounts, managed assets | $136,891,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,264,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $21,377,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $47,899,000 | 149 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $255,279,000 | 155 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $340,135,000 | 155 |
| Personal trust and agency accounts, non-managed assets | $76,034,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $210,693,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,065,000 | 102 |
| Other retirement accounts, non-managed assets | $3,343,000 | 253 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $223,713,000 | 174 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| 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 | $786,109,000 | 213 |
| Managed Assets ($) | $491,895,000 | 199 |
| Personal trust and agency accounts, managed assets | $132,698,000 | 255 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,393,000 | 138 |
| Employee benefit-defined benefit accounts, managed assets | $17,514,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $46,940,000 | 144 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $243,350,000 | 159 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $294,214,000 | 165 |
| Personal trust and agency accounts, non-managed assets | $69,313,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $173,184,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $48,290,000 | 103 |
| Other retirement accounts, non-managed assets | $3,427,000 | 459 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $228,438,000 | 175 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| 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 | $770,568,000 | 212 |
| Managed Assets ($) | $470,735,000 | 203 |
| Personal trust and agency accounts, managed assets | $129,063,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,395,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $15,579,000 | 155 |
| Other employee benefit and retirement-related accounts, managed assets | $45,552,000 | 142 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $230,146,000 | 159 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $299,833,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $79,928,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $169,498,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $47,713,000 | 102 |
| Other retirement accounts, non-managed assets | $2,694,000 | 257 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $215,105,000 | 172 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| 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 | $699,496,000 | 221 |
| Managed Assets ($) | $433,749,000 | 212 |
| Personal trust and agency accounts, managed assets | $119,928,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $48,197,000 | 133 |
| Employee benefit-defined benefit accounts, managed assets | $6,170,000 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $45,341,000 | 141 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $214,113,000 | 162 |
| 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 | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $265,747,000 | 163 |
| Personal trust and agency accounts, non-managed assets | $54,685,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $162,399,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $46,038,000 | 100 |
| Other retirement accounts, non-managed assets | $2,625,000 | 268 |
| Corporate trust and agency accounts, non-managed assets | $0 | 195 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $209,374,000 | 173 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| 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 | $693,281,000 | 225 |
| Managed Assets ($) | $425,566,000 | 216 |
| Personal trust and agency accounts, managed assets | $117,395,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,104,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $6,132,000 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $42,684,000 | 146 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $206,251,000 | 162 |
| 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 | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $267,715,000 | 167 |
| Personal trust and agency accounts, non-managed assets | $54,650,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $165,233,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $45,208,000 | 104 |
| Other retirement accounts, non-managed assets | $2,624,000 | 266 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $202,162,000 | 178 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
| 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 | $658,921,000 | 228 |
| Managed Assets ($) | $414,746,000 | 214 |
| Personal trust and agency accounts, managed assets | $114,839,000 | 269 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,439,000 | 140 |
| Employee benefit-defined benefit accounts, managed assets | $6,143,000 | 230 |
| Other employee benefit and retirement-related accounts, managed assets | $42,661,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $199,664,000 | 164 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $244,175,000 | 180 |
| Personal trust and agency accounts, non-managed assets | $31,812,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $162,372,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $46,329,000 | 110 |
| Other retirement accounts, non-managed assets | $3,662,000 | 437 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $203,457,000 | 191 |
| 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 | $626,690,000 | 225 |
| Managed Assets ($) | $397,221,000 | 213 |
| Personal trust and agency accounts, managed assets | $111,083,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,497,000 | 152 |
| Employee benefit-defined benefit accounts, managed assets | $4,419,000 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $40,995,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $197,227,000 | 157 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $229,469,000 | 184 |
| Personal trust and agency accounts, non-managed assets | $27,783,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $154,710,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $43,425,000 | 107 |
| Other retirement accounts, non-managed assets | $3,551,000 | 247 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $198,397,000 | 181 |
| 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 | $619,651,000 | 230 |
| Managed Assets ($) | $388,130,000 | 216 |
| Personal trust and agency accounts, managed assets | $106,731,000 | 264 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,366,000 | 153 |
| Employee benefit-defined benefit accounts, managed assets | $4,507,000 | 200 |
| Other employee benefit and retirement-related accounts, managed assets | $39,770,000 | 146 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $193,756,000 | 159 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $231,521,000 | 181 |
| Personal trust and agency accounts, non-managed assets | $27,729,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $157,090,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $43,230,000 | 106 |
| Other retirement accounts, non-managed assets | $3,472,000 | 253 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $207,900,000 | 184 |
| 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 | $613,369,000 | 234 |
| Managed Assets ($) | $388,851,000 | 221 |
| Personal trust and agency accounts, managed assets | $102,911,000 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,063,000 | 154 |
| Employee benefit-defined benefit accounts, managed assets | $4,650,000 | 198 |
| Other employee benefit and retirement-related accounts, managed assets | $40,486,000 | 144 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $197,741,000 | 159 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $224,518,000 | 187 |
| Personal trust and agency accounts, non-managed assets | $16,776,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $160,884,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $43,464,000 | 108 |
| Other retirement accounts, non-managed assets | $3,394,000 | 256 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $185,910,000 | 197 |
| 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 | $580,093,000 | 244 |
| Managed Assets ($) | $371,341,000 | 233 |
| Personal trust and agency accounts, managed assets | $96,712,000 | 302 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,492,000 | 171 |
| Employee benefit-defined benefit accounts, managed assets | $4,647,000 | 260 |
| Other employee benefit and retirement-related accounts, managed assets | $37,204,000 | 153 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $192,286,000 | 157 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $208,752,000 | 202 |
| Personal trust and agency accounts, non-managed assets | $22,206,000 | 214 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $140,563,000 | 113 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,596,000 | 113 |
| Other retirement accounts, non-managed assets | $3,387,000 | 468 |
| Corporate trust and agency accounts, non-managed assets | $0 | 431 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $185,908,000 | 208 |
| 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 | $555,598,000 | 250 |
| Managed Assets ($) | $354,262,000 | 237 |
| Personal trust and agency accounts, managed assets | $92,989,000 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,756,000 | 170 |
| Employee benefit-defined benefit accounts, managed assets | $4,484,000 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $32,865,000 | 165 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $186,168,000 | 158 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $201,336,000 | 200 |
| Personal trust and agency accounts, non-managed assets | $20,541,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $137,857,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $39,551,000 | 116 |
| Other retirement accounts, non-managed assets | $3,387,000 | 268 |
| Corporate trust and agency accounts, non-managed assets | $0 | 201 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $166,060,000 | 210 |
| 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 | $545,157,000 | 252 |
| Managed Assets ($) | $350,403,000 | 238 |
| Personal trust and agency accounts, managed assets | $91,621,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,925,000 | 166 |
| Employee benefit-defined benefit accounts, managed assets | $4,501,000 | 204 |
| Other employee benefit and retirement-related accounts, managed assets | $32,189,000 | 168 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $183,167,000 | 159 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $194,754,000 | 201 |
| Personal trust and agency accounts, non-managed assets | $19,954,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $132,746,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,759,000 | 115 |
| Other retirement accounts, non-managed assets | $3,295,000 | 268 |
| Corporate trust and agency accounts, non-managed assets | $0 | 205 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $140,574,000 | 225 |
| 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 | $508,151,000 | 259 |
| Managed Assets ($) | $336,954,000 | 243 |
| Personal trust and agency accounts, managed assets | $98,080,000 | 285 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,015,000 | 175 |
| Employee benefit-defined benefit accounts, managed assets | $4,371,000 | 210 |
| Other employee benefit and retirement-related accounts, managed assets | $28,081,000 | 176 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $171,407,000 | 159 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $171,197,000 | 216 |
| Personal trust and agency accounts, non-managed assets | $18,498,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $114,541,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $34,945,000 | 118 |
| Other retirement accounts, non-managed assets | $3,213,000 | 269 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $142,708,000 | 225 |
| 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 | $522,026,000 | 257 |
| Managed Assets ($) | $340,182,000 | 241 |
| Personal trust and agency accounts, managed assets | $97,505,000 | 309 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,271,000 | 187 |
| Employee benefit-defined benefit accounts, managed assets | $4,481,000 | 270 |
| Other employee benefit and retirement-related accounts, managed assets | $28,660,000 | 179 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $175,265,000 | 159 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $181,844,000 | 216 |
| Personal trust and agency accounts, non-managed assets | $19,248,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $123,375,000 | 119 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,869,000 | 119 |
| Other retirement accounts, non-managed assets | $3,352,000 | 442 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $156,090,000 | 232 |
| 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 | $536,793,000 | 236 |
| Managed Assets ($) | $329,567,000 | 245 |
| Personal trust and agency accounts, managed assets | $86,434,000 | 332 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,914,000 | 165 |
| Employee benefit-defined benefit accounts, managed assets | $4,919,000 | 252 |
| Other employee benefit and retirement-related accounts, managed assets | $27,599,000 | 177 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $168,701,000 | 153 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $207,226,000 | 190 |
| Personal trust and agency accounts, non-managed assets | $18,734,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $146,253,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,761,000 | 111 |
| Other retirement accounts, non-managed assets | $3,478,000 | 426 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $203,398,000 | 195 |
| 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 |