Home > First Business Bank > Total Fiduciary and Related Assets
First Business Bank, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,790,567,000 | 151 |
| Managed Assets ($) | $1,846,560,000 | 146 |
| Personal trust and agency accounts, managed assets | $878,910,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,731,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 271 |
| Other employee benefit and retirement-related accounts, managed assets | $241,276,000 | 109 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $660,086,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | $25,689,000 | 248 |
| Other fiduciary accounts, managed assets | $6,868,000 | 69 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $241,276,000 | 106 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $944,007,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $0 | 630 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $362,131,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $1,954,000 | 438 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $579,922,000 | 21 |
| 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 | $107,950,000 | 244 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,954,000 | 468 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,610,764,000 | 152 |
| Managed Assets ($) | $1,739,279,000 | 143 |
| Personal trust and agency accounts, managed assets | $827,066,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,342,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 208 |
| Other employee benefit and retirement-related accounts, managed assets | $226,836,000 | 109 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $623,801,000 | 136 |
| Foundation and endowment trust and agency accounts, managed assets | $25,001,000 | 209 |
| Other fiduciary accounts, managed assets | $4,233,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $226,836,000 | 105 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $871,485,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $0 | 310 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $329,069,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $1,901,000 | 261 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $540,515,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 192 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $105,037,000 | 216 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,900,000 | 263 |
| 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 | $2,601,640,000 | 147 |
| Managed Assets ($) | $1,713,778,000 | 143 |
| Personal trust and agency accounts, managed assets | $802,324,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,682,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $228,635,000 | 105 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $604,966,000 | 137 |
| Foundation and endowment trust and agency accounts, managed assets | $26,413,000 | 229 |
| Other fiduciary accounts, managed assets | $3,758,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $228,635,000 | 100 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $887,862,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $0 | 364 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $339,514,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $1,927,000 | 302 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $546,421,000 | 21 |
| 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 | $105,750,000 | 223 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,927,000 | 315 |
| 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 | $2,510,671,000 | 159 |
| Managed Assets ($) | $1,670,100,000 | 152 |
| Personal trust and agency accounts, managed assets | $771,177,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,738,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 170 |
| Other employee benefit and retirement-related accounts, managed assets | $225,033,000 | 113 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $591,551,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | $42,310,000 | 186 |
| Other fiduciary accounts, managed assets | $3,291,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $225,033,000 | 105 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $840,571,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $0 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $313,164,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $1,916,000 | 253 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $525,491,000 | 23 |
| 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 | $105,000,000 | 216 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,916,000 | 274 |
| 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 | $2,384,196,000 | 162 |
| Managed Assets ($) | $1,595,282,000 | 155 |
| Personal trust and agency accounts, managed assets | $744,964,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,007,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 236 |
| Other employee benefit and retirement-related accounts, managed assets | $222,454,000 | 114 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $549,823,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | $38,684,000 | 215 |
| Other fiduciary accounts, managed assets | $3,350,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $222,454,000 | 105 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $788,914,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $0 | 641 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $288,593,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $1,908,000 | 430 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $498,413,000 | 21 |
| 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 | $99,615,000 | 249 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,908,000 | 493 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,231,886,000 | 163 |
| Managed Assets ($) | $1,481,349,000 | 158 |
| Personal trust and agency accounts, managed assets | $692,762,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,210,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 180 |
| Other employee benefit and retirement-related accounts, managed assets | $205,522,000 | 115 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $507,955,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | $36,587,000 | 196 |
| Other fiduciary accounts, managed assets | $3,313,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $205,522,000 | 107 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $750,537,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $0 | 308 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $270,771,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $1,662,000 | 271 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $478,104,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $100,562,000 | 211 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,662,000 | 288 |
| 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 | $2,285,945,000 | 133 |
| Managed Assets ($) | $1,504,507,000 | 136 |
| Personal trust and agency accounts, managed assets | $718,089,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,428,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $217,012,000 | 105 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $489,455,000 | 137 |
| Foundation and endowment trust and agency accounts, managed assets | $38,647,000 | 190 |
| Other fiduciary accounts, managed assets | $3,876,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $217,012,000 | 98 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $781,438,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $0 | 335 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $279,323,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $1,734,000 | 291 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $500,381,000 | 20 |
| 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 | $100,693,000 | 207 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,734,000 | 320 |
| 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 | $2,535,902,000 | 136 |
| Managed Assets ($) | $1,650,868,000 | 140 |
| Personal trust and agency accounts, managed assets | $745,891,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,177,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $15,000 | 172 |
| Other employee benefit and retirement-related accounts, managed assets | $240,439,000 | 107 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $565,843,000 | 136 |
| Foundation and endowment trust and agency accounts, managed assets | $44,160,000 | 174 |
| Other fiduciary accounts, managed assets | $4,343,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $240,439,000 | 100 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $885,034,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $0 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $323,074,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $1,869,000 | 253 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $560,091,000 | 22 |
| 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 | $100,993,000 | 194 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,869,000 | 273 |
| 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 | $2,611,160,000 | 136 |
| Managed Assets ($) | $1,705,917,000 | 140 |
| Personal trust and agency accounts, managed assets | $776,832,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,099,000 | 143 |
| Employee benefit-defined benefit accounts, managed assets | $15,000 | 234 |
| Other employee benefit and retirement-related accounts, managed assets | $252,640,000 | 108 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $598,597,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | $46,115,000 | 193 |
| Other fiduciary accounts, managed assets | $3,619,000 | 81 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $252,639,000 | 101 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $905,243,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $0 | 617 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $335,645,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
| Other retirement accounts, non-managed assets | $1,922,000 | 448 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $567,676,000 | 20 |
| 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 | $100,600,000 | 240 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,922,000 | 513 |
| 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 | $2,452,008,000 | 139 |
| Managed Assets ($) | $1,621,199,000 | 143 |
| Personal trust and agency accounts, managed assets | $729,188,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,940,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $46,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $241,914,000 | 111 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $577,192,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | $43,468,000 | 177 |
| Other fiduciary accounts, managed assets | $1,451,000 | 66 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $241,914,000 | 104 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $830,809,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $0 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $319,644,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
| Other retirement accounts, non-managed assets | $1,802,000 | 250 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $509,363,000 | 20 |
| 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 | $93,082,000 | 199 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,802,000 | 272 |
| 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 | $2,356,417,000 | 142 |
| Managed Assets ($) | $1,525,169,000 | 145 |
| Personal trust and agency accounts, managed assets | $680,801,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,765,000 | 223 |
| Employee benefit-defined benefit accounts, managed assets | $66,000 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $236,755,000 | 112 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $555,070,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | $46,250,000 | 184 |
| Other fiduciary accounts, managed assets | $1,462,000 | 75 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $236,755,000 | 104 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $831,248,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $0 | 318 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $322,420,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $1,902,000 | 286 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $506,926,000 | 20 |
| 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 | $5,841,000 | 344 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,902,000 | 316 |
| 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 | $2,190,100,000 | 145 |
| Managed Assets ($) | $2,188,020,000 | 108 |
| Personal trust and agency accounts, managed assets | $615,418,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $313,460,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $81,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $226,944,000 | 112 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $980,602,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $39,638,000 | 181 |
| Other fiduciary accounts, managed assets | $11,877,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $226,944,000 | 104 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,080,000 | 320 |
| Personal trust and agency accounts, non-managed assets | $0 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $2,080,000 | 244 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,704,000 | 300 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,080,000 | 270 |
| 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 | $2,056,228,000 | 147 |
| Managed Assets ($) | $2,054,199,000 | 113 |
| Personal trust and agency accounts, managed assets | $489,994,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $303,997,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $112,000 | 237 |
| Other employee benefit and retirement-related accounts, managed assets | $220,028,000 | 112 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $989,473,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | $40,698,000 | 199 |
| Other fiduciary accounts, managed assets | $9,897,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $220,028,000 | 102 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $2,029,000 | 664 |
| Personal trust and agency accounts, non-managed assets | $0 | 640 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 365 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 148 |
| Other retirement accounts, non-managed assets | $2,029,000 | 432 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 352 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,543,000 | 490 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,029,000 | 497 |
| 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 | $1,837,272,000 | 148 |
| Managed Assets ($) | $1,835,239,000 | 117 |
| Personal trust and agency accounts, managed assets | $446,583,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $270,457,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $141,000 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $202,422,000 | 114 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $876,535,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | $37,440,000 | 174 |
| Other fiduciary accounts, managed assets | $1,661,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $202,422,000 | 103 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,033,000 | 322 |
| Personal trust and agency accounts, non-managed assets | $0 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 122 |
| Other retirement accounts, non-managed assets | $2,033,000 | 243 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 192 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,715,000 | 294 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,033,000 | 268 |
| 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 | $1,698,075,000 | 154 |
| Managed Assets ($) | $1,696,092,000 | 120 |
| Personal trust and agency accounts, managed assets | $426,252,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $269,206,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $201,000 | 195 |
| Other employee benefit and retirement-related accounts, managed assets | $188,993,000 | 117 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $773,124,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | $35,788,000 | 188 |
| Other fiduciary accounts, managed assets | $2,528,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $188,993,000 | 104 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,983,000 | 376 |
| Personal trust and agency accounts, non-managed assets | $0 | 316 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 264 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $1,983,000 | 273 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,941,000 | 337 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,983,000 | 299 |
| 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 | $1,514,329,000 | 156 |
| Managed Assets ($) | $1,512,483,000 | 122 |
| Personal trust and agency accounts, managed assets | $377,577,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $227,382,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $261,000 | 177 |
| Other employee benefit and retirement-related accounts, managed assets | $172,799,000 | 112 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $695,091,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | $31,695,000 | 172 |
| Other fiduciary accounts, managed assets | $7,678,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $172,799,000 | 99 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,846,000 | 327 |
| Personal trust and agency accounts, non-managed assets | $0 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $1,846,000 | 246 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,289,000 | 298 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,846,000 | 269 |
| 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 | $1,718,254,000 | 153 |
| Managed Assets ($) | $1,714,891,000 | 121 |
| Personal trust and agency accounts, managed assets | $430,133,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $265,026,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $195,000 | 249 |
| Other employee benefit and retirement-related accounts, managed assets | $200,246,000 | 115 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $774,032,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | $37,607,000 | 191 |
| Other fiduciary accounts, managed assets | $7,652,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $200,246,000 | 102 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $3,363,000 | 638 |
| Personal trust and agency accounts, non-managed assets | $0 | 664 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 378 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $3,363,000 | 384 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 361 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,353,000 | 462 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,363,000 | 443 |
| 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 | $1,643,937,000 | 156 |
| Managed Assets ($) | $1,640,593,000 | 123 |
| Personal trust and agency accounts, managed assets | $406,508,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $254,974,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $1,786,000 | 169 |
| Other employee benefit and retirement-related accounts, managed assets | $190,563,000 | 114 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $722,765,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $34,595,000 | 176 |
| Other fiduciary accounts, managed assets | $29,402,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $190,563,000 | 102 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,344,000 | 326 |
| Personal trust and agency accounts, non-managed assets | $0 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 241 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 124 |
| Other retirement accounts, non-managed assets | $3,344,000 | 233 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,872,000 | 295 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,344,000 | 251 |
| 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 | $1,585,195,000 | 159 |
| Managed Assets ($) | $1,581,788,000 | 123 |
| Personal trust and agency accounts, managed assets | $391,870,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $236,786,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $1,812,000 | 175 |
| Other employee benefit and retirement-related accounts, managed assets | $183,884,000 | 115 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $703,765,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | $33,697,000 | 187 |
| Other fiduciary accounts, managed assets | $29,974,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $183,884,000 | 103 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,407,000 | 363 |
| Personal trust and agency accounts, non-managed assets | $0 | 308 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 263 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 132 |
| Other retirement accounts, non-managed assets | $3,407,000 | 244 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,312,000 | 337 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,407,000 | 267 |
| 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 | $1,559,571,000 | 160 |
| Managed Assets ($) | $1,553,266,000 | 125 |
| Personal trust and agency accounts, managed assets | $380,981,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $228,262,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $1,796,000 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $170,166,000 | 114 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $709,341,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | $32,800,000 | 190 |
| Other fiduciary accounts, managed assets | $29,920,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $170,166,000 | 104 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,305,000 | 359 |
| Personal trust and agency accounts, non-managed assets | $0 | 306 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $6,305,000 | 206 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,249,000 | 340 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,305,000 | 235 |
| 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 | $1,448,106,000 | 157 |
| Managed Assets ($) | $1,442,200,000 | 123 |
| Personal trust and agency accounts, managed assets | $354,006,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $211,315,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $1,718,000 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $153,262,000 | 113 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $664,161,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | $30,355,000 | 195 |
| Other fiduciary accounts, managed assets | $27,383,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 591 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $5,906,000 | 605 |
| Personal trust and agency accounts, non-managed assets | $0 | 678 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 398 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $5,906,000 | 294 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,804,000 | 519 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 671 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,514,670,000 | 161 |
| Managed Assets ($) | $1,508,155,000 | 126 |
| Personal trust and agency accounts, managed assets | $364,129,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $223,277,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $1,862,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $168,458,000 | 110 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $685,417,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | $32,785,000 | 183 |
| Other fiduciary accounts, managed assets | $32,227,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $168,350,000 | 100 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,515,000 | 358 |
| Personal trust and agency accounts, non-managed assets | $102,000 | 296 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $6,413,000 | 201 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,747,000 | 300 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,413,000 | 234 |
| 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 | $1,460,152,000 | 163 |
| Managed Assets ($) | $1,453,856,000 | 126 |
| Personal trust and agency accounts, managed assets | $349,987,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $218,231,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $1,700,000 | 175 |
| Other employee benefit and retirement-related accounts, managed assets | $160,610,000 | 111 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $660,417,000 | 105 |
| Foundation and endowment trust and agency accounts, managed assets | $31,677,000 | 186 |
| Other fiduciary accounts, managed assets | $31,234,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $160,505,000 | 103 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,296,000 | 361 |
| Personal trust and agency accounts, non-managed assets | $102,000 | 297 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 269 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $6,194,000 | 200 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,949,000 | 339 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,194,000 | 234 |
| 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 | $1,389,624,000 | 168 |
| Managed Assets ($) | $1,383,074,000 | 128 |
| Personal trust and agency accounts, managed assets | $337,620,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $204,818,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $1,688,000 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $154,976,000 | 111 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $623,430,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | $29,421,000 | 191 |
| Other fiduciary accounts, managed assets | $31,121,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $154,871,000 | 102 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,550,000 | 364 |
| Personal trust and agency accounts, non-managed assets | $518,000 | 288 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 274 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $6,032,000 | 208 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,904,000 | 340 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,032,000 | 240 |
| 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 | $1,345,914,000 | 168 |
| Managed Assets ($) | $1,339,185,000 | 133 |
| Personal trust and agency accounts, managed assets | $330,175,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $200,033,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $1,737,000 | 229 |
| Other employee benefit and retirement-related accounts, managed assets | $152,174,000 | 112 |
| Corporate trust and agency accounts, managed assets | $31,164,000 | 26 |
| Investment management and investment advisory agency accounts, managed assets | $598,366,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | $24,767,000 | 219 |
| Other fiduciary accounts, managed assets | $769,000 | 145 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $152,068,000 | 103 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $6,729,000 | 619 |
| Personal trust and agency accounts, non-managed assets | $518,000 | 532 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 412 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 163 |
| Other retirement accounts, non-managed assets | $6,211,000 | 309 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,093,000 | 540 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,211,000 | 368 |
| 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 | $1,237,448,000 | 176 |
| Managed Assets ($) | $1,230,839,000 | 137 |
| Personal trust and agency accounts, managed assets | $310,913,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $191,783,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $1,693,000 | 180 |
| Other employee benefit and retirement-related accounts, managed assets | $145,978,000 | 113 |
| Corporate trust and agency accounts, managed assets | $943,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $556,311,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | $23,212,000 | 204 |
| Other fiduciary accounts, managed assets | $6,000 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $145,876,000 | 105 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,609,000 | 358 |
| Personal trust and agency accounts, non-managed assets | $618,000 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 272 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $5,991,000 | 210 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,567,000 | 351 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,991,000 | 241 |
| 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 | $1,161,984,000 | 176 |
| Managed Assets ($) | $1,155,240,000 | 137 |
| Personal trust and agency accounts, managed assets | $293,826,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $189,954,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $1,539,000 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $136,584,000 | 116 |
| Corporate trust and agency accounts, managed assets | $4,288,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $509,363,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $19,682,000 | 209 |
| Other fiduciary accounts, managed assets | $4,000 | 118 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $136,386,000 | 106 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,744,000 | 358 |
| Personal trust and agency accounts, non-managed assets | $920,000 | 276 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 273 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $5,824,000 | 210 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,448,000 | 350 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,824,000 | 240 |
| 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 | $1,124,477,000 | 178 |
| Managed Assets ($) | $1,117,805,000 | 135 |
| Personal trust and agency accounts, managed assets | $288,053,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $181,317,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $1,540,000 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $131,485,000 | 114 |
| Corporate trust and agency accounts, managed assets | $787,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $495,212,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $19,408,000 | 212 |
| Other fiduciary accounts, managed assets | $3,000 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $130,924,000 | 105 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,672,000 | 364 |
| Personal trust and agency accounts, non-managed assets | $1,021,000 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 273 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $5,651,000 | 215 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,358,000 | 357 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,651,000 | 241 |
| 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 | $971,795,000 | 194 |
| Managed Assets ($) | $966,339,000 | 145 |
| Personal trust and agency accounts, managed assets | $264,086,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $164,025,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $1,528,000 | 244 |
| Other employee benefit and retirement-related accounts, managed assets | $124,763,000 | 114 |
| Corporate trust and agency accounts, managed assets | $1,090,000 | 95 |
| Investment management and investment advisory agency accounts, managed assets | $391,989,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | $18,856,000 | 224 |
| Other fiduciary accounts, managed assets | $2,000 | 204 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $124,220,000 | 103 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $5,456,000 | 658 |
| Personal trust and agency accounts, non-managed assets | $0 | 726 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 433 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $5,456,000 | 332 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,978,000 | 525 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,456,000 | 383 |
| 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 | $933,291,000 | 197 |
| Managed Assets ($) | $927,702,000 | 152 |
| Personal trust and agency accounts, managed assets | $250,740,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $161,472,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $1,553,000 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $116,787,000 | 123 |
| Corporate trust and agency accounts, managed assets | $955,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $377,664,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | $18,522,000 | 204 |
| Other fiduciary accounts, managed assets | $9,000 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $116,246,000 | 109 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,589,000 | 369 |
| Personal trust and agency accounts, non-managed assets | $0 | 323 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 276 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 137 |
| Other retirement accounts, non-managed assets | $5,589,000 | 219 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 153 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,293,000 | 357 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,589,000 | 242 |
| 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 | $904,603,000 | 200 |
| Managed Assets ($) | $899,379,000 | 155 |
| Personal trust and agency accounts, managed assets | $242,082,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $154,387,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $1,445,000 | 194 |
| Other employee benefit and retirement-related accounts, managed assets | $110,786,000 | 128 |
| Corporate trust and agency accounts, managed assets | $303,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $373,156,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | $17,215,000 | 207 |
| Other fiduciary accounts, managed assets | $5,000 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $110,258,000 | 117 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,224,000 | 371 |
| Personal trust and agency accounts, non-managed assets | $0 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 280 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 138 |
| Other retirement accounts, non-managed assets | $5,224,000 | 229 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,636,000 | 360 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,224,000 | 253 |
| 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 | $847,454,000 | 201 |
| Managed Assets ($) | $842,246,000 | 161 |
| Personal trust and agency accounts, managed assets | $235,025,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $144,203,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $1,439,000 | 195 |
| Other employee benefit and retirement-related accounts, managed assets | $107,532,000 | 129 |
| Corporate trust and agency accounts, managed assets | $303,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $337,341,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | $16,399,000 | 209 |
| Other fiduciary accounts, managed assets | $4,000 | 120 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $107,012,000 | 116 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,208,000 | 368 |
| Personal trust and agency accounts, non-managed assets | $0 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 136 |
| Other retirement accounts, non-managed assets | $5,208,000 | 231 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $760,000 | 367 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,208,000 | 255 |
| 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 | $817,183,000 | 205 |
| Managed Assets ($) | $812,057,000 | 161 |
| Personal trust and agency accounts, managed assets | $223,220,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $140,241,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $1,924,000 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $101,285,000 | 132 |
| Corporate trust and agency accounts, managed assets | $613,000 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $328,545,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | $16,220,000 | 239 |
| Other fiduciary accounts, managed assets | $9,000 | 222 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $100,759,000 | 120 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $5,126,000 | 672 |
| Personal trust and agency accounts, non-managed assets | $0 | 747 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 461 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 174 |
| Other retirement accounts, non-managed assets | $5,060,000 | 347 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $66,000 | 356 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $743,000 | 665 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,060,000 | 405 |
| 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 | $790,431,000 | 208 |
| Managed Assets ($) | $785,543,000 | 162 |
| Personal trust and agency accounts, managed assets | $214,666,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $123,967,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $1,928,000 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $99,042,000 | 131 |
| Corporate trust and agency accounts, managed assets | $854,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $331,732,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | $13,346,000 | 229 |
| Other fiduciary accounts, managed assets | $8,000 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $98,542,000 | 119 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,888,000 | 368 |
| Personal trust and agency accounts, non-managed assets | $0 | 321 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 284 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $4,888,000 | 220 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $719,000 | 368 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,888,000 | 248 |
| 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 | $799,855,000 | 212 |
| Managed Assets ($) | $795,192,000 | 167 |
| Personal trust and agency accounts, managed assets | $217,778,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $130,244,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $1,879,000 | 193 |
| Other employee benefit and retirement-related accounts, managed assets | $101,480,000 | 135 |
| Corporate trust and agency accounts, managed assets | $853,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $329,445,000 | 144 |
| Foundation and endowment trust and agency accounts, managed assets | $13,506,000 | 230 |
| Other fiduciary accounts, managed assets | $7,000 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $100,960,000 | 122 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,663,000 | 371 |
| Personal trust and agency accounts, non-managed assets | $0 | 324 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 289 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $4,663,000 | 230 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $760,000 | 373 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,663,000 | 255 |
| 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 | $790,616,000 | 212 |
| Managed Assets ($) | $785,040,000 | 167 |
| Personal trust and agency accounts, managed assets | $219,797,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $133,203,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $1,909,000 | 194 |
| Other employee benefit and retirement-related accounts, managed assets | $97,376,000 | 140 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $320,001,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | $12,747,000 | 232 |
| Other fiduciary accounts, managed assets | $7,000 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $96,850,000 | 125 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,576,000 | 367 |
| Personal trust and agency accounts, non-managed assets | $0 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 287 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 139 |
| Other retirement accounts, non-managed assets | $4,724,000 | 236 |
| Corporate trust and agency accounts, non-managed assets | $852,000 | 100 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,610,000 | 290 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,724,000 | 260 |
| 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 | $750,021,000 | 217 |
| Managed Assets ($) | $744,150,000 | 171 |
| Personal trust and agency accounts, managed assets | $212,773,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $125,223,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $1,887,000 | 261 |
| Other employee benefit and retirement-related accounts, managed assets | $95,848,000 | 139 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $298,020,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | $10,388,000 | 285 |
| Other fiduciary accounts, managed assets | $11,000 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $95,327,000 | 126 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $5,871,000 | 682 |
| Personal trust and agency accounts, non-managed assets | $0 | 782 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 494 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 180 |
| Other retirement accounts, non-managed assets | $4,719,000 | 388 |
| Corporate trust and agency accounts, non-managed assets | $1,152,000 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,171,000 | 384 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,719,000 | 430 |
| 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 | $717,928,000 | 222 |
| Managed Assets ($) | $712,482,000 | 172 |
| Personal trust and agency accounts, managed assets | $206,011,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $115,115,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $1,886,000 | 198 |
| Other employee benefit and retirement-related accounts, managed assets | $90,210,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $289,583,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | $9,673,000 | 237 |
| Other fiduciary accounts, managed assets | $4,000 | 120 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $90,210,000 | 128 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,446,000 | 366 |
| Personal trust and agency accounts, non-managed assets | $0 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 292 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $4,545,000 | 236 |
| Corporate trust and agency accounts, non-managed assets | $901,000 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,282,000 | 288 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,545,000 | 264 |
| 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 | $679,258,000 | 229 |
| Managed Assets ($) | $673,666,000 | 175 |
| Personal trust and agency accounts, managed assets | $175,403,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $116,753,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $1,842,000 | 199 |
| Other employee benefit and retirement-related accounts, managed assets | $86,471,000 | 150 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $283,358,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | $9,836,000 | 237 |
| Other fiduciary accounts, managed assets | $3,000 | 118 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $86,471,000 | 131 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,592,000 | 366 |
| Personal trust and agency accounts, non-managed assets | $0 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $4,595,000 | 237 |
| Corporate trust and agency accounts, non-managed assets | $997,000 | 100 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,328,000 | 285 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,595,000 | 268 |
| 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 | $764,274,000 | 206 |
| Managed Assets ($) | $657,903,000 | 176 |
| Personal trust and agency accounts, managed assets | $177,182,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $110,029,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $1,844,000 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $83,769,000 | 150 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $275,421,000 | 156 |
| Foundation and endowment trust and agency accounts, managed assets | $9,656,000 | 234 |
| Other fiduciary accounts, managed assets | $2,000 | 118 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $83,769,000 | 133 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $106,371,000 | 217 |
| Personal trust and agency accounts, non-managed assets | $0 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 298 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 144 |
| Other retirement accounts, non-managed assets | $105,375,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $996,000 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,330,000 | 287 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $105,375,000 | 54 |
| 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 | $741,016,000 | 205 |
| Managed Assets ($) | $644,531,000 | 177 |
| Personal trust and agency accounts, managed assets | $163,294,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $107,133,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $2,514,000 | 245 |
| Other employee benefit and retirement-related accounts, managed assets | $77,819,000 | 157 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $284,736,000 | 154 |
| Foundation and endowment trust and agency accounts, managed assets | $9,029,000 | 292 |
| Other fiduciary accounts, managed assets | $6,000 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $77,819,000 | 141 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $96,485,000 | 239 |
| Personal trust and agency accounts, non-managed assets | $0 | 811 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 514 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 186 |
| Other retirement accounts, non-managed assets | $96,295,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $190,000 | 190 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,896,000 | 387 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $96,295,000 | 59 |
| 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 | $708,914,000 | 208 |
| Managed Assets ($) | $621,562,000 | 172 |
| Personal trust and agency accounts, managed assets | $148,966,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $105,865,000 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $2,517,000 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $72,584,000 | 155 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $284,194,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | $7,432,000 | 232 |
| Other fiduciary accounts, managed assets | $4,000 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $72,584,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $87,352,000 | 235 |
| Personal trust and agency accounts, non-managed assets | $0 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 293 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $87,162,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $190,000 | 111 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,162,000 | 284 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $87,162,000 | 57 |
| 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 | $675,330,000 | 206 |
| Managed Assets ($) | $596,498,000 | 172 |
| Personal trust and agency accounts, managed assets | $140,951,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $98,017,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $2,518,000 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $68,227,000 | 156 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $279,537,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | $7,245,000 | 230 |
| Other fiduciary accounts, managed assets | $3,000 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $68,227,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $78,832,000 | 242 |
| Personal trust and agency accounts, non-managed assets | $0 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 293 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $78,832,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,523,000 | 356 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $78,832,000 | 62 |
| 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 | $659,047,000 | 206 |
| Managed Assets ($) | $585,951,000 | 179 |
| Personal trust and agency accounts, managed assets | $135,519,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $96,067,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $2,590,000 | 185 |
| Other employee benefit and retirement-related accounts, managed assets | $65,994,000 | 160 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $278,994,000 | 143 |
| Foundation and endowment trust and agency accounts, managed assets | $6,786,000 | 235 |
| Other fiduciary accounts, managed assets | $1,000 | 112 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $65,994,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $73,096,000 | 250 |
| Personal trust and agency accounts, non-managed assets | $0 | 329 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 298 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $73,096,000 | 61 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,481,000 | 359 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $73,096,000 | 61 |
| 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 | $608,348,000 | 222 |
| Managed Assets ($) | $544,515,000 | 183 |
| Personal trust and agency accounts, managed assets | $115,856,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $87,981,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $2,584,000 | 249 |
| Other employee benefit and retirement-related accounts, managed assets | $60,029,000 | 167 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $271,711,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | $6,345,000 | 305 |
| Other fiduciary accounts, managed assets | $9,000 | 219 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $60,029,000 | 142 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $63,833,000 | 299 |
| Personal trust and agency accounts, non-managed assets | $0 | 842 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 547 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
| Other retirement accounts, non-managed assets | $63,833,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,158,000 | 564 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $63,833,000 | 73 |
| 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 | $576,495,000 | 234 |
| Managed Assets ($) | $513,029,000 | 190 |
| Personal trust and agency accounts, managed assets | $114,793,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $86,592,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $2,976,000 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $54,716,000 | 182 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $248,113,000 | 149 |
| Foundation and endowment trust and agency accounts, managed assets | $5,831,000 | 232 |
| Other fiduciary accounts, managed assets | $8,000 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $54,716,000 | 152 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $63,466,000 | 252 |
| Personal trust and agency accounts, non-managed assets | $0 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 289 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $62,004,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $1,462,000 | 151 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,258,000 | 319 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $62,004,000 | 61 |
| 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 | $602,400,000 | 213 |
| Managed Assets ($) | $540,346,000 | 173 |
| Personal trust and agency accounts, managed assets | $156,247,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $83,419,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $3,055,000 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $52,000,000 | 181 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $240,043,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | $5,575,000 | 230 |
| Other fiduciary accounts, managed assets | $7,000 | 107 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $52,000,000 | 155 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $62,054,000 | 252 |
| Personal trust and agency accounts, non-managed assets | $0 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 288 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $57,770,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $4,284,000 | 114 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,310,000 | 319 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $57,769,000 | 67 |
| 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 | $589,327,000 | 218 |
| Managed Assets ($) | $528,207,000 | 175 |
| Personal trust and agency accounts, managed assets | $145,326,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $84,541,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $3,331,000 | 184 |
| Other employee benefit and retirement-related accounts, managed assets | $51,907,000 | 181 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $237,409,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | $5,687,000 | 234 |
| Other fiduciary accounts, managed assets | $6,000 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $51,907,000 | 153 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $61,120,000 | 247 |
| Personal trust and agency accounts, non-managed assets | $0 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 286 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 149 |
| Other retirement accounts, non-managed assets | $56,490,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $4,630,000 | 112 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,612,000 | 323 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $56,490,000 | 66 |
| 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 | $534,083,000 | 232 |
| Managed Assets ($) | $485,036,000 | 184 |
| Personal trust and agency accounts, managed assets | $125,307,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,497,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $3,298,000 | 240 |
| Other employee benefit and retirement-related accounts, managed assets | $48,181,000 | 180 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $225,335,000 | 149 |
| Foundation and endowment trust and agency accounts, managed assets | $5,414,000 | 304 |
| Other fiduciary accounts, managed assets | $4,000 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $48,181,000 | 153 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $49,047,000 | 323 |
| Personal trust and agency accounts, non-managed assets | $0 | 854 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 559 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 200 |
| Other retirement accounts, non-managed assets | $47,730,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $1,317,000 | 256 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,055,000 | 571 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $47,730,000 | 83 |
| 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 | $452,441,000 | 243 |
| Managed Assets ($) | $408,461,000 | 213 |
| Personal trust and agency accounts, managed assets | $70,988,000 | 280 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,687,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $3,217,000 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $45,379,000 | 184 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $210,938,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | $5,249,000 | 224 |
| Other fiduciary accounts, managed assets | $3,000 | 102 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $45,379,000 | 161 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $43,980,000 | 263 |
| Personal trust and agency accounts, non-managed assets | $0 | 323 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $42,779,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $1,201,000 | 135 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,538,000 | 330 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,778,000 | 75 |
| 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 | $447,998,000 | 256 |
| Managed Assets ($) | $396,354,000 | 224 |
| Personal trust and agency accounts, managed assets | $73,882,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $83,610,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $3,854,000 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $44,799,000 | 189 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $186,588,000 | 170 |
| Foundation and endowment trust and agency accounts, managed assets | $3,618,000 | 234 |
| Other fiduciary accounts, managed assets | $3,000 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $44,799,000 | 167 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $51,644,000 | 261 |
| Personal trust and agency accounts, non-managed assets | $0 | 327 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $50,317,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $1,327,000 | 130 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,019,000 | 316 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $50,316,000 | 68 |
| 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 | $419,345,000 | 265 |
| Managed Assets ($) | $369,780,000 | 230 |
| Personal trust and agency accounts, managed assets | $75,074,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $84,212,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $3,976,000 | 182 |
| Other employee benefit and retirement-related accounts, managed assets | $42,746,000 | 192 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $160,047,000 | 188 |
| Foundation and endowment trust and agency accounts, managed assets | $3,724,000 | 237 |
| Other fiduciary accounts, managed assets | $1,000 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $42,746,000 | 162 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $49,565,000 | 260 |
| Personal trust and agency accounts, non-managed assets | $0 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 294 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $48,185,000 | 77 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $1,380,000 | 127 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,378,000 | 330 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $48,185,000 | 70 |
| 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 | $393,150,000 | 274 |
| Managed Assets ($) | $350,381,000 | 235 |
| Personal trust and agency accounts, managed assets | $73,135,000 | 345 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,699,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $1,830,000 | 285 |
| Other employee benefit and retirement-related accounts, managed assets | $39,906,000 | 197 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $154,175,000 | 193 |
| Foundation and endowment trust and agency accounts, managed assets | $3,636,000 | 353 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $39,906,000 | 166 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $42,769,000 | 345 |
| Personal trust and agency accounts, non-managed assets | $1,360,000 | 520 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 577 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
| Other retirement accounts, non-managed assets | $41,409,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,155,000 | 592 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $41,409,000 | 91 |
| 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 | $368,369,000 | 271 |
| Managed Assets ($) | $330,728,000 | 236 |
| Personal trust and agency accounts, managed assets | $67,044,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,645,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $1,626,000 | 201 |
| Other employee benefit and retirement-related accounts, managed assets | $37,700,000 | 192 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $146,064,000 | 190 |
| Foundation and endowment trust and agency accounts, managed assets | $3,649,000 | 234 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $37,700,000 | 165 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $37,641,000 | 277 |
| Personal trust and agency accounts, non-managed assets | $1,289,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
| Other retirement accounts, non-managed assets | $36,352,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,694,000 | 327 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $36,352,000 | 82 |
| 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 | $318,571,000 | 284 |
| Managed Assets ($) | $284,592,000 | 251 |
| Personal trust and agency accounts, managed assets | $66,177,000 | 276 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $68,203,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $1,543,000 | 200 |
| Other employee benefit and retirement-related accounts, managed assets | $34,681,000 | 196 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $110,705,000 | 216 |
| Foundation and endowment trust and agency accounts, managed assets | $3,283,000 | 233 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $34,681,000 | 164 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $33,979,000 | 281 |
| Personal trust and agency accounts, non-managed assets | $1,211,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $32,768,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,330,000 | 328 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,768,000 | 82 |
| 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 | $351,011,000 | 276 |
| Managed Assets ($) | $316,617,000 | 239 |
| Personal trust and agency accounts, managed assets | $64,490,000 | 286 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,666,000 | 90 |
| Employee benefit-defined benefit accounts, managed assets | $1,578,000 | 200 |
| Other employee benefit and retirement-related accounts, managed assets | $36,862,000 | 192 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $137,048,000 | 200 |
| Foundation and endowment trust and agency accounts, managed assets | $3,973,000 | 229 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $36,862,000 | 163 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,394,000 | 287 |
| Personal trust and agency accounts, non-managed assets | $1,331,000 | 277 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 299 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $33,063,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,813,000 | 332 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $33,663,000 | 77 |
| 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 | $316,683,000 | 299 |
| Managed Assets ($) | $286,722,000 | 259 |
| Personal trust and agency accounts, managed assets | $58,624,000 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $69,626,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $1,537,000 | 301 |
| Other employee benefit and retirement-related accounts, managed assets | $36,041,000 | 191 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $116,650,000 | 228 |
| Foundation and endowment trust and agency accounts, managed assets | $4,244,000 | 305 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $36,041,000 | 160 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $29,961,000 | 416 |
| Personal trust and agency accounts, non-managed assets | $1,225,000 | 563 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 594 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
| Other retirement accounts, non-managed assets | $28,736,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,554,000 | 579 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,736,000 | 125 |
| 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 | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Personal trust and agency accounts, managed assets | $0 | 376 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 342 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 353 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 385 |
| Personal trust and agency accounts, non-managed assets | $0 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 288 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $0 | 306 |
| 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 | $0 | 361 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Personal trust and agency accounts, managed assets | $0 | 383 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 304 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 225 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 346 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 360 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 391 |
| Personal trust and agency accounts, non-managed assets | $0 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $0 | 311 |
| 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 | $0 | 373 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Personal trust and agency accounts, managed assets | $0 | 385 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 306 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 226 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 348 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 362 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 392 |
| Personal trust and agency accounts, non-managed assets | $0 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $0 | 312 |
| 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 | $0 | 377 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $249,903,000 | 331 |
| Managed Assets ($) | $233,369,000 | 282 |
| Personal trust and agency accounts, managed assets | $44,361,000 | 459 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,525,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 370 |
| Other employee benefit and retirement-related accounts, managed assets | $26,689,000 | 207 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $106,794,000 | 243 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,534,000 | 512 |
| Personal trust and agency accounts, non-managed assets | $1,031,000 | 589 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 603 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $15,503,000 | 185 |
| 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 | $5,511,000 | 599 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $257,729,000 | 334 |
| Managed Assets ($) | $236,278,000 | 293 |
| Personal trust and agency accounts, managed assets | $47,442,000 | 332 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $69,493,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $399,000 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $28,281,000 | 206 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $90,663,000 | 260 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,451,000 | 319 |
| Personal trust and agency accounts, non-managed assets | $1,244,000 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 313 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $20,207,000 | 128 |
| 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 | $6,742,000 | 351 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $284,232,000 | 329 |
| Managed Assets ($) | $259,575,000 | 284 |
| Personal trust and agency accounts, managed assets | $49,555,000 | 335 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,944,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $423,000 | 226 |
| Other employee benefit and retirement-related accounts, managed assets | $29,589,000 | 210 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $105,064,000 | 256 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,657,000 | 318 |
| Personal trust and agency accounts, non-managed assets | $1,140,000 | 303 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 320 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $23,517,000 | 123 |
| 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 | $7,142,000 | 349 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $275,612,000 | 340 |
| Managed Assets ($) | $254,040,000 | 296 |
| Personal trust and agency accounts, managed assets | $50,001,000 | 341 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $73,370,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $411,000 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $29,126,000 | 213 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $101,132,000 | 266 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,572,000 | 330 |
| Personal trust and agency accounts, non-managed assets | $1,270,000 | 303 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 327 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $20,302,000 | 129 |
| 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 | $7,407,000 | 357 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $283,002,000 | 343 |
| Managed Assets ($) | $260,295,000 | 299 |
| Personal trust and agency accounts, managed assets | $51,285,000 | 462 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,913,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $423,000 | 369 |
| Other employee benefit and retirement-related accounts, managed assets | $28,068,000 | 227 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $102,606,000 | 278 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,707,000 | 480 |
| Personal trust and agency accounts, non-managed assets | $1,547,000 | 557 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 633 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $21,160,000 | 153 |
| 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 | $8,136,000 | 584 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Personal trust and agency accounts, managed assets | $0 | 406 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 317 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 368 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 380 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 416 |
| Personal trust and agency accounts, non-managed assets | $0 | 344 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| 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 | $0 | 392 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Personal trust and agency accounts, managed assets | $0 | 414 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 323 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 384 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 421 |
| Personal trust and agency accounts, non-managed assets | $0 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| 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 | $0 | 401 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Personal trust and agency accounts, managed assets | $0 | 415 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 324 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 244 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 374 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 424 |
| Personal trust and agency accounts, non-managed assets | $0 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| 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 | $0 | 401 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $191,116,000 | 444 |
| Managed Assets ($) | $178,435,000 | 380 |
| Personal trust and agency accounts, managed assets | $31,509,000 | 592 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $56,208,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $344,000 | 397 |
| Other employee benefit and retirement-related accounts, managed assets | $21,970,000 | 242 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $68,404,000 | 342 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,681,000 | 607 |
| Personal trust and agency accounts, non-managed assets | $0 | 983 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 653 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $12,681,000 | 229 |
| 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 | $13,136,000 | 545 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Personal trust and agency accounts, managed assets | $0 | 398 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 320 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 365 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 408 |
| Personal trust and agency accounts, non-managed assets | $0 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $0 | 326 |
| 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 | $0 | 388 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Personal trust and agency accounts, managed assets | $0 | 402 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 328 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 248 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 358 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 411 |
| Personal trust and agency accounts, non-managed assets | $0 | 342 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 325 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $0 | 330 |
| 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 | $0 | 395 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Personal trust and agency accounts, managed assets | $0 | 426 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 337 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 249 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 422 |
| Personal trust and agency accounts, non-managed assets | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 329 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $0 | 333 |
| 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 | $0 | 405 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $130,188,000 | 518 |
| Managed Assets ($) | $123,941,000 | 430 |
| Personal trust and agency accounts, managed assets | $14,782,000 | 799 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,267,000 | 160 |
| Employee benefit-defined benefit accounts, managed assets | $167,000 | 429 |
| Other employee benefit and retirement-related accounts, managed assets | $15,307,000 | 301 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $53,418,000 | 371 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,247,000 | 732 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,012 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 688 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $6,247,000 | 347 |
| 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 | $10,908,000 | 576 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Personal trust and agency accounts, managed assets | $0 | 409 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 329 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 246 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 370 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 412 |
| Personal trust and agency accounts, non-managed assets | $0 | 337 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
| Other retirement accounts, non-managed assets | $0 | 324 |
| 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 | $0 | 396 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Personal trust and agency accounts, managed assets | $0 | 423 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 344 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 251 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 373 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 384 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 429 |
| Personal trust and agency accounts, non-managed assets | $0 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 346 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $0 | 334 |
| 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 | $0 | 414 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Personal trust and agency accounts, managed assets | $0 | 424 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 343 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 253 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 383 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 431 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 342 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| 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 | $0 | 414 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $95,920,000 | 593 |
| Managed Assets ($) | $84,535,000 | 531 |
| Personal trust and agency accounts, managed assets | $19,371,000 | 723 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,427,000 | 239 |
| Employee benefit-defined benefit accounts, managed assets | $2,142,000 | 327 |
| Other employee benefit and retirement-related accounts, managed assets | $9,298,000 | 377 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $32,297,000 | 432 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,385,000 | 603 |
| Personal trust and agency accounts, non-managed assets | $11,385,000 | 277 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 699 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $0 | 862 |
| 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 | $45,000 | 943 |
| 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 | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Personal trust and agency accounts, managed assets | $0 | 411 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 338 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 243 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 421 |
| Personal trust and agency accounts, non-managed assets | $0 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 334 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $0 | 327 |
| 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 | $0 | 404 |
| 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 | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Personal trust and agency accounts, managed assets | $0 | 418 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 338 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 372 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 429 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 343 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $0 | 338 |
| 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 | $0 | 409 |
| 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 | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Personal trust and agency accounts, managed assets | $0 | 426 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 344 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 363 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 380 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 436 |
| Personal trust and agency accounts, non-managed assets | $0 | 363 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 347 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| 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 | $0 | 416 |
| 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 | $43,729,000 | 818 |
| Managed Assets ($) | $41,208,000 | 706 |
| Personal trust and agency accounts, managed assets | $24,291,000 | 637 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,694,000 | 333 |
| Employee benefit-defined benefit accounts, managed assets | $1,799,000 | 332 |
| Other employee benefit and retirement-related accounts, managed assets | $4,424,000 | 498 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 932 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,521,000 | 936 |
| Personal trust and agency accounts, non-managed assets | $2,521,000 | 494 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 727 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $0 | 879 |
| 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 | $24,000 | 983 |
| 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 | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Personal trust and agency accounts, managed assets | $0 | 432 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 347 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 256 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 364 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 445 |
| Personal trust and agency accounts, non-managed assets | $0 | 370 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 350 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $0 | 350 |
| 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 | $0 | 430 |
| 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 | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Personal trust and agency accounts, managed assets | $0 | 436 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 353 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 387 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 447 |
| Personal trust and agency accounts, non-managed assets | $0 | 377 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $0 | 349 |
| 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 | $0 | 431 |
| 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 | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Personal trust and agency accounts, managed assets | $0 | 450 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 360 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 261 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 376 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 391 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 458 |
| Personal trust and agency accounts, non-managed assets | $0 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 359 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $0 | 354 |
| 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 | $0 | 442 |
| 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 | $17,419,000 | 1,068 |
| Managed Assets ($) | $15,445,000 | 975 |
| Personal trust and agency accounts, managed assets | $8,222,000 | 971 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,117,000 | 449 |
| Employee benefit-defined benefit accounts, managed assets | $375,000 | 432 |
| Other employee benefit and retirement-related accounts, managed assets | $1,731,000 | 613 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 941 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,974,000 | 974 |
| Personal trust and agency accounts, non-managed assets | $1,974,000 | 548 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 762 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $0 | 883 |
| 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 | $6,000 | 1,027 |
| 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 | $0 | 1,876 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Personal trust and agency accounts, managed assets | $0 | 1,716 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 814 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 769 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 857 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,377 |
| Personal trust and agency accounts, non-managed assets | $0 | 992 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 725 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $0 | 833 |
| 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 | $0 | 969 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |