Home > PlainsCapital Bank > Total Fiduciary and Related Assets
PlainsCapital 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 | $2,569,667,000 | 160 |
| Managed Assets ($) | $2,513,968,000 | 120 |
| Personal trust and agency accounts, managed assets | $474,021,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,470,000 | 130 |
| Employee benefit-defined benefit accounts, managed assets | $28,339,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $112,384,000 | 185 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $1,793,421,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $62,066,000 | 176 |
| Other fiduciary accounts, managed assets | $14,267,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $112,384,000 | 182 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $55,699,000 | 344 |
| Personal trust and agency accounts, non-managed assets | $1,877,000 | 427 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 356 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $0 | 603 |
| Corporate trust and agency accounts, non-managed assets | $18,649,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $63,000 | 314 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 245 |
| Other fiduciary accounts, non-managed assets | $35,110,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,315,805,000 | 86 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $41,407,000 | 107 |
| 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 | $2,332,258,000 | 163 |
| Managed Assets ($) | $2,287,315,000 | 124 |
| Personal trust and agency accounts, managed assets | $482,180,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,043,000 | 119 |
| Employee benefit-defined benefit accounts, managed assets | $28,252,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $112,035,000 | 168 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,568,798,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $56,896,000 | 168 |
| Other fiduciary accounts, managed assets | $11,111,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $112,035,000 | 163 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $44,943,000 | 276 |
| Personal trust and agency accounts, non-managed assets | $1,877,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 247 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $0 | 324 |
| Corporate trust and agency accounts, non-managed assets | $18,488,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $90,000 | 195 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 192 |
| Other fiduciary accounts, non-managed assets | $24,488,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,232,837,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,341,000 | 90 |
| 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 | $2,397,639,000 | 159 |
| Managed Assets ($) | $2,358,157,000 | 119 |
| Personal trust and agency accounts, managed assets | $476,597,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,459,000 | 134 |
| Employee benefit-defined benefit accounts, managed assets | $29,341,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $107,145,000 | 186 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $1,623,085,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $69,268,000 | 156 |
| Other fiduciary accounts, managed assets | $24,262,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $107,145,000 | 179 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,482,000 | 325 |
| Personal trust and agency accounts, non-managed assets | $1,877,000 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $0 | 379 |
| Corporate trust and agency accounts, non-managed assets | $18,126,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $67,000 | 227 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $19,412,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,334,093,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,067,000 | 93 |
| 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 | $2,418,000,000 | 164 |
| Managed Assets ($) | $2,379,554,000 | 123 |
| Personal trust and agency accounts, managed assets | $490,107,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,136,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $30,274,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $106,070,000 | 180 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $1,638,915,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $67,798,000 | 157 |
| Other fiduciary accounts, managed assets | $17,254,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $106,070,000 | 168 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $38,446,000 | 288 |
| Personal trust and agency accounts, non-managed assets | $1,877,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 229 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $0 | 296 |
| Corporate trust and agency accounts, non-managed assets | $18,071,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $18,498,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,352,276,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $40,830,000 | 91 |
| 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 | $2,220,208,000 | 168 |
| Managed Assets ($) | $2,183,008,000 | 130 |
| Personal trust and agency accounts, managed assets | $480,505,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,994,000 | 139 |
| Employee benefit-defined benefit accounts, managed assets | $30,831,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $105,325,000 | 184 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $1,454,044,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | $66,344,000 | 167 |
| Other fiduciary accounts, managed assets | $16,965,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $105,325,000 | 175 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $37,200,000 | 392 |
| Personal trust and agency accounts, non-managed assets | $1,877,000 | 432 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 360 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $0 | 587 |
| Corporate trust and agency accounts, non-managed assets | $17,873,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 205 |
| Other fiduciary accounts, non-managed assets | $17,450,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,133,259,000 | 90 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $40,929,000 | 110 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,863,414,000 | 179 |
| Managed Assets ($) | $1,830,958,000 | 135 |
| Personal trust and agency accounts, managed assets | $441,443,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,172,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $31,294,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $100,362,000 | 180 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,149,359,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | $63,562,000 | 161 |
| Other fiduciary accounts, managed assets | $16,766,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $100,362,000 | 172 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $32,456,000 | 306 |
| Personal trust and agency accounts, non-managed assets | $1,877,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 246 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $0 | 309 |
| Corporate trust and agency accounts, non-managed assets | $15,155,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $15,424,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,812,374,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,271,000 | 100 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,850,440,000 | 149 |
| Managed Assets ($) | $1,818,848,000 | 123 |
| Personal trust and agency accounts, managed assets | $421,727,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,102,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $33,061,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $103,857,000 | 176 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,145,276,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $68,626,000 | 150 |
| Other fiduciary accounts, managed assets | $17,199,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $103,857,000 | 170 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $31,592,000 | 319 |
| Personal trust and agency accounts, non-managed assets | $1,877,000 | 280 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 267 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $0 | 345 |
| Corporate trust and agency accounts, non-managed assets | $15,098,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 229 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $14,617,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,744,880,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,839,000 | 98 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,957,434,000 | 154 |
| Managed Assets ($) | $1,925,166,000 | 125 |
| Personal trust and agency accounts, managed assets | $440,664,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,388,000 | 119 |
| Employee benefit-defined benefit accounts, managed assets | $35,967,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $116,854,000 | 174 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $1,208,110,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $74,436,000 | 145 |
| Other fiduciary accounts, managed assets | $17,747,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $116,854,000 | 166 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $32,268,000 | 273 |
| Personal trust and agency accounts, non-managed assets | $1,877,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $0 | 294 |
| Corporate trust and agency accounts, non-managed assets | $15,288,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 136 |
| Other fiduciary accounts, non-managed assets | $15,103,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,731,972,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $41,636,000 | 93 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,968,743,000 | 162 |
| Managed Assets ($) | $1,933,604,000 | 125 |
| Personal trust and agency accounts, managed assets | $434,137,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,954,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $39,205,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $123,237,000 | 178 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $1,201,300,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $79,307,000 | 149 |
| Other fiduciary accounts, managed assets | $18,464,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $123,237,000 | 171 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $35,139,000 | 379 |
| Personal trust and agency accounts, non-managed assets | $1,877,000 | 409 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
| Other retirement accounts, non-managed assets | $0 | 593 |
| Corporate trust and agency accounts, non-managed assets | $17,143,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
| Other fiduciary accounts, non-managed assets | $16,119,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,410,573,000 | 92 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $44,404,000 | 107 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,851,681,000 | 164 |
| Managed Assets ($) | $1,821,948,000 | 128 |
| Personal trust and agency accounts, managed assets | $417,796,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,846,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $38,707,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $112,979,000 | 181 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $1,120,774,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $76,420,000 | 143 |
| Other fiduciary accounts, managed assets | $18,426,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $112,979,000 | 174 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,733,000 | 266 |
| Personal trust and agency accounts, non-managed assets | $1,885,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
| Other retirement accounts, non-managed assets | $0 | 283 |
| Corporate trust and agency accounts, non-managed assets | $8,847,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $1,588,000 | 152 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,000 | 126 |
| Other fiduciary accounts, non-managed assets | $17,405,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,361,102,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,424,000 | 90 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,813,294,000 | 167 |
| Managed Assets ($) | $1,782,674,000 | 132 |
| Personal trust and agency accounts, managed assets | $414,103,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,422,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $39,721,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $111,125,000 | 189 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,084,342,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $77,543,000 | 149 |
| Other fiduciary accounts, managed assets | $18,418,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $111,125,000 | 183 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,620,000 | 311 |
| Personal trust and agency accounts, non-managed assets | $1,885,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 267 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| Corporate trust and agency accounts, non-managed assets | $9,710,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $1,613,000 | 177 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,000 | 140 |
| Other fiduciary accounts, non-managed assets | $17,404,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,465,586,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $44,668,000 | 96 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,597,817,000 | 173 |
| Managed Assets ($) | $1,565,554,000 | 140 |
| Personal trust and agency accounts, managed assets | $442,009,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,392,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $38,745,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $107,116,000 | 184 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $847,943,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $75,089,000 | 143 |
| Other fiduciary accounts, managed assets | $18,260,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $107,116,000 | 177 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $32,263,000 | 265 |
| Personal trust and agency accounts, non-managed assets | $1,885,000 | 237 |
| 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 | $0 | 288 |
| Corporate trust and agency accounts, non-managed assets | $10,164,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $1,553,000 | 151 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,000 | 122 |
| Other fiduciary accounts, non-managed assets | $18,653,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,395,343,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $41,781,000 | 88 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,548,308,000 | 174 |
| Managed Assets ($) | $1,520,683,000 | 141 |
| Personal trust and agency accounts, managed assets | $444,042,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,378,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $36,037,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $103,633,000 | 190 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $816,220,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $68,114,000 | 153 |
| Other fiduciary accounts, managed assets | $18,259,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $103,633,000 | 184 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $27,625,000 | 399 |
| Personal trust and agency accounts, non-managed assets | $1,885,000 | 404 |
| 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 | $0 | 602 |
| Corporate trust and agency accounts, non-managed assets | $8,115,000 | 84 |
| Investment management and advisory agency accounts, non-managed assets | $1,465,000 | 242 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,000 | 188 |
| Other fiduciary accounts, non-managed assets | $16,152,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,304,144,000 | 88 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,495,000 | 118 |
| 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 | $1,406,368,000 | 175 |
| Managed Assets ($) | $1,378,721,000 | 142 |
| Personal trust and agency accounts, managed assets | $404,338,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,933,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $36,641,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $96,610,000 | 181 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $731,632,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $58,475,000 | 146 |
| Other fiduciary accounts, managed assets | $18,092,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $96,610,000 | 174 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,647,000 | 275 |
| Personal trust and agency accounts, non-managed assets | $1,885,000 | 239 |
| 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 | $0 | 292 |
| Corporate trust and agency accounts, non-managed assets | $8,195,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $1,407,000 | 156 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,000 | 127 |
| Other fiduciary accounts, non-managed assets | $16,152,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,177,972,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,449,000 | 100 |
| 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 | $1,406,246,000 | 174 |
| Managed Assets ($) | $1,385,264,000 | 141 |
| Personal trust and agency accounts, managed assets | $418,432,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,650,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $35,840,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $95,705,000 | 182 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $728,647,000 | 105 |
| Foundation and endowment trust and agency accounts, managed assets | $57,061,000 | 153 |
| Other fiduciary accounts, managed assets | $17,929,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $95,705,000 | 175 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,982,000 | 325 |
| Personal trust and agency accounts, non-managed assets | $1,877,000 | 268 |
| 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 | $0 | 334 |
| Corporate trust and agency accounts, non-managed assets | $575,000 | 89 |
| Investment management and advisory agency accounts, non-managed assets | $374,000 | 192 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,000 | 140 |
| Other fiduciary accounts, non-managed assets | $18,148,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,164,844,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $33,495,000 | 110 |
| 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 | $1,346,934,000 | 171 |
| Managed Assets ($) | $1,318,198,000 | 136 |
| Personal trust and agency accounts, managed assets | $398,621,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,241,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $33,681,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $91,353,000 | 166 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $694,162,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | $52,768,000 | 143 |
| Other fiduciary accounts, managed assets | $17,372,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $91,353,000 | 157 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,736,000 | 269 |
| Personal trust and agency accounts, non-managed assets | $3,326,000 | 223 |
| 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 | $0 | 296 |
| Corporate trust and agency accounts, non-managed assets | $574,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | $307,000 | 171 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,000 | 133 |
| Other fiduciary accounts, non-managed assets | $24,521,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,104,356,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,552,000 | 107 |
| 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 | $1,418,588,000 | 176 |
| Managed Assets ($) | $1,384,061,000 | 142 |
| Personal trust and agency accounts, managed assets | $411,736,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,326,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $36,792,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $99,891,000 | 181 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $724,303,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | $60,392,000 | 150 |
| Other fiduciary accounts, managed assets | $17,621,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $99,891,000 | 172 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $34,527,000 | 366 |
| Personal trust and agency accounts, non-managed assets | $3,974,000 | 351 |
| 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 | $0 | 615 |
| Corporate trust and agency accounts, non-managed assets | $663,000 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $469,000 | 285 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,000 | 192 |
| Other fiduciary accounts, non-managed assets | $29,412,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,180,818,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $36,737,000 | 120 |
| 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 | $1,393,910,000 | 177 |
| Managed Assets ($) | $1,358,489,000 | 141 |
| Personal trust and agency accounts, managed assets | $409,845,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,714,000 | 119 |
| Employee benefit-defined benefit accounts, managed assets | $36,647,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $98,920,000 | 177 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $714,193,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | $48,705,000 | 152 |
| Other fiduciary accounts, managed assets | $17,465,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $98,920,000 | 165 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $35,421,000 | 269 |
| Personal trust and agency accounts, non-managed assets | $3,244,000 | 225 |
| 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 | $0 | 299 |
| Corporate trust and agency accounts, non-managed assets | $2,413,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | $473,000 | 164 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,000 | 136 |
| Other fiduciary accounts, non-managed assets | $29,282,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,206,678,000 | 86 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,257,000 | 100 |
| 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 | $1,320,373,000 | 179 |
| Managed Assets ($) | $1,280,834,000 | 145 |
| Personal trust and agency accounts, managed assets | $367,867,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,857,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $36,841,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $96,961,000 | 180 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $685,526,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | $44,425,000 | 166 |
| Other fiduciary accounts, managed assets | $17,357,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $96,961,000 | 169 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,539,000 | 288 |
| Personal trust and agency accounts, non-managed assets | $3,260,000 | 241 |
| 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 | $5,000 | 128 |
| Other retirement accounts, non-managed assets | $0 | 324 |
| Corporate trust and agency accounts, non-managed assets | $2,716,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | $512,000 | 181 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,000 | 139 |
| Other fiduciary accounts, non-managed assets | $33,033,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,197,199,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,769,000 | 106 |
| 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 | $1,270,389,000 | 182 |
| Managed Assets ($) | $1,220,277,000 | 148 |
| Personal trust and agency accounts, managed assets | $323,216,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,876,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $35,362,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $94,251,000 | 177 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $676,230,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | $43,256,000 | 165 |
| Other fiduciary accounts, managed assets | $17,086,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $94,251,000 | 170 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $50,112,000 | 283 |
| Personal trust and agency accounts, non-managed assets | $3,261,000 | 240 |
| 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 | $815,000 | 120 |
| Other retirement accounts, non-managed assets | $0 | 326 |
| Corporate trust and agency accounts, non-managed assets | $2,700,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | $539,000 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,000 | 142 |
| Other fiduciary accounts, non-managed assets | $42,784,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,227,047,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $33,945,000 | 104 |
| 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 | $1,165,265,000 | 183 |
| Managed Assets ($) | $1,111,914,000 | 150 |
| Personal trust and agency accounts, managed assets | $311,663,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,674,000 | 135 |
| Employee benefit-defined benefit accounts, managed assets | $34,459,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $89,753,000 | 173 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $586,607,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | $43,029,000 | 163 |
| Other fiduciary accounts, managed assets | $16,729,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $89,753,000 | 165 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $53,351,000 | 329 |
| Personal trust and agency accounts, non-managed assets | $5,902,000 | 297 |
| 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 | $1,625,000 | 134 |
| Other retirement accounts, non-managed assets | $0 | 632 |
| Corporate trust and agency accounts, non-managed assets | $2,809,000 | 97 |
| Investment management and advisory agency accounts, non-managed assets | $455,000 | 277 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,000 | 196 |
| Other fiduciary accounts, non-managed assets | $42,547,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,202,286,000 | 86 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,443,000 | 120 |
| 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 | $1,385,236,000 | 170 |
| Managed Assets ($) | $1,331,058,000 | 137 |
| Personal trust and agency accounts, managed assets | $321,785,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,465,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $33,873,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $95,241,000 | 174 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $781,081,000 | 92 |
| Foundation and endowment trust and agency accounts, managed assets | $45,848,000 | 156 |
| Other fiduciary accounts, managed assets | $16,765,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $95,241,000 | 167 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $54,178,000 | 281 |
| Personal trust and agency accounts, non-managed assets | $5,983,000 | 215 |
| 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 | $3,995,000 | 108 |
| Other retirement accounts, non-managed assets | $0 | 328 |
| Corporate trust and agency accounts, non-managed assets | $1,288,000 | 86 |
| Investment management and advisory agency accounts, non-managed assets | $565,000 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,000 | 145 |
| Other fiduciary accounts, non-managed assets | $42,334,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,231,265,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $35,160,000 | 105 |
| 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 | $1,340,473,000 | 172 |
| Managed Assets ($) | $1,285,090,000 | 138 |
| Personal trust and agency accounts, managed assets | $295,873,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,908,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $33,038,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $96,498,000 | 174 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $762,552,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | $43,423,000 | 158 |
| Other fiduciary accounts, managed assets | $16,798,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $96,498,000 | 166 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $55,383,000 | 282 |
| Personal trust and agency accounts, non-managed assets | $5,976,000 | 217 |
| 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 | $3,982,000 | 110 |
| Other retirement accounts, non-managed assets | $0 | 328 |
| Corporate trust and agency accounts, non-managed assets | $2,719,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | $550,000 | 185 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,000 | 145 |
| Other fiduciary accounts, non-managed assets | $42,143,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $577,897,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $33,128,000 | 105 |
| 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 | $1,242,297,000 | 179 |
| Managed Assets ($) | $1,131,134,000 | 146 |
| Personal trust and agency accounts, managed assets | $274,109,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,723,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $33,299,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $90,242,000 | 177 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $635,827,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $43,964,000 | 157 |
| Other fiduciary accounts, managed assets | $16,970,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $90,242,000 | 167 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $111,163,000 | 233 |
| Personal trust and agency accounts, non-managed assets | $6,803,000 | 213 |
| 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 | $58,788,000 | 78 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| Corporate trust and agency accounts, non-managed assets | $3,084,000 | 78 |
| Investment management and advisory agency accounts, non-managed assets | $495,000 | 189 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,000 | 142 |
| Other fiduciary accounts, non-managed assets | $41,980,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,189,130,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $33,588,000 | 104 |
| 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 | $1,221,655,000 | 184 |
| Managed Assets ($) | $1,109,455,000 | 147 |
| Personal trust and agency accounts, managed assets | $265,634,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,487,000 | 133 |
| Employee benefit-defined benefit accounts, managed assets | $34,668,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $90,026,000 | 178 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $621,199,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | $44,406,000 | 159 |
| Other fiduciary accounts, managed assets | $17,035,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $90,026,000 | 168 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $112,200,000 | 234 |
| Personal trust and agency accounts, non-managed assets | $6,844,000 | 290 |
| 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 | $59,360,000 | 80 |
| Other retirement accounts, non-managed assets | $0 | 646 |
| Corporate trust and agency accounts, non-managed assets | $3,569,000 | 108 |
| Investment management and advisory agency accounts, non-managed assets | $555,000 | 284 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,000 | 197 |
| Other fiduciary accounts, non-managed assets | $41,858,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,146,022,000 | 86 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $35,478,000 | 117 |
| 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 | $1,125,109,000 | 188 |
| Managed Assets ($) | $1,014,198,000 | 154 |
| Personal trust and agency accounts, managed assets | $259,830,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,001,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $34,316,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $89,267,000 | 175 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $534,034,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | $43,774,000 | 156 |
| Other fiduciary accounts, managed assets | $16,976,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $89,267,000 | 166 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $110,911,000 | 229 |
| Personal trust and agency accounts, non-managed assets | $6,316,000 | 216 |
| 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 | $59,128,000 | 75 |
| Other retirement accounts, non-managed assets | $0 | 323 |
| Corporate trust and agency accounts, non-managed assets | $4,236,000 | 79 |
| Investment management and advisory agency accounts, non-managed assets | $544,000 | 181 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $40,687,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,122,251,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,974,000 | 104 |
| 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 | $1,121,336,000 | 185 |
| Managed Assets ($) | $1,014,598,000 | 147 |
| Personal trust and agency accounts, managed assets | $250,636,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,297,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $34,982,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $84,760,000 | 176 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $546,577,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | $44,417,000 | 153 |
| Other fiduciary accounts, managed assets | $16,929,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $84,760,000 | 166 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $106,738,000 | 229 |
| Personal trust and agency accounts, non-managed assets | $3,496,000 | 248 |
| 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 | $56,687,000 | 75 |
| Other retirement accounts, non-managed assets | $0 | 326 |
| Corporate trust and agency accounts, non-managed assets | $5,418,000 | 79 |
| Investment management and advisory agency accounts, non-managed assets | $540,000 | 180 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $40,597,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,135,018,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,687,000 | 103 |
| 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 | $992,794,000 | 194 |
| Managed Assets ($) | $884,456,000 | 161 |
| Personal trust and agency accounts, managed assets | $246,985,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,078,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $34,135,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $77,931,000 | 183 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $425,148,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | $44,345,000 | 154 |
| Other fiduciary accounts, managed assets | $16,834,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $77,931,000 | 171 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $108,338,000 | 225 |
| Personal trust and agency accounts, non-managed assets | $3,498,000 | 247 |
| 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 | $55,698,000 | 76 |
| Other retirement accounts, non-managed assets | $0 | 329 |
| Corporate trust and agency accounts, non-managed assets | $8,061,000 | 78 |
| Investment management and advisory agency accounts, non-managed assets | $548,000 | 185 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $40,533,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $517,872,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $36,651,000 | 97 |
| 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 | $993,884,000 | 190 |
| Managed Assets ($) | $881,897,000 | 158 |
| Personal trust and agency accounts, managed assets | $243,936,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,895,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $33,688,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $76,485,000 | 178 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $434,609,000 | 125 |
| Foundation and endowment trust and agency accounts, managed assets | $38,571,000 | 161 |
| Other fiduciary accounts, managed assets | $16,713,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $76,485,000 | 166 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $111,987,000 | 231 |
| Personal trust and agency accounts, non-managed assets | $4,032,000 | 352 |
| 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 | $53,911,000 | 77 |
| Other retirement accounts, non-managed assets | $0 | 684 |
| Corporate trust and agency accounts, non-managed assets | $13,065,000 | 88 |
| Investment management and advisory agency accounts, non-managed assets | $649,000 | 269 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
| Other fiduciary accounts, non-managed assets | $40,330,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $414,274,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,980,000 | 109 |
| 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 | $977,699,000 | 193 |
| Managed Assets ($) | $867,195,000 | 158 |
| Personal trust and agency accounts, managed assets | $237,500,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,801,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $34,100,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $76,027,000 | 179 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $426,885,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | $38,064,000 | 157 |
| Other fiduciary accounts, managed assets | $16,818,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $76,027,000 | 165 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $110,504,000 | 223 |
| Personal trust and agency accounts, non-managed assets | $3,824,000 | 245 |
| 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 | $52,667,000 | 76 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| Corporate trust and agency accounts, non-managed assets | $14,437,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | $625,000 | 180 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 153 |
| Other fiduciary accounts, non-managed assets | $38,951,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $438,956,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $33,155,000 | 102 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,053,689,000 | 182 |
| Managed Assets ($) | $943,212,000 | 150 |
| Personal trust and agency accounts, managed assets | $232,742,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,339,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $34,371,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $73,516,000 | 182 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $509,524,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | $38,103,000 | 156 |
| Other fiduciary accounts, managed assets | $17,617,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $73,516,000 | 171 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $110,477,000 | 225 |
| Personal trust and agency accounts, non-managed assets | $3,363,000 | 248 |
| 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 | $54,770,000 | 75 |
| Other retirement accounts, non-managed assets | $75,000 | 330 |
| Corporate trust and agency accounts, non-managed assets | $16,211,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | $663,000 | 181 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
| Other fiduciary accounts, non-managed assets | $35,395,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $443,902,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $33,522,000 | 97 |
| 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 | $991,102,000 | 185 |
| Managed Assets ($) | $920,658,000 | 152 |
| Personal trust and agency accounts, managed assets | $236,059,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,467,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $32,910,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $70,904,000 | 184 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $489,402,000 | 111 |
| Foundation and endowment trust and agency accounts, managed assets | $37,415,000 | 155 |
| Other fiduciary accounts, managed assets | $17,501,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $70,904,000 | 171 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $70,444,000 | 250 |
| Personal trust and agency accounts, non-managed assets | $405,000 | 301 |
| 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 | $52,394,000 | 75 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $17,053,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | $592,000 | 183 |
| 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 | $444,806,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,932,000 | 93 |
| 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 | $972,839,000 | 191 |
| Managed Assets ($) | $904,416,000 | 153 |
| Personal trust and agency accounts, managed assets | $235,967,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,737,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $32,522,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $69,614,000 | 187 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $477,643,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | $36,613,000 | 164 |
| Other fiduciary accounts, managed assets | $17,320,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $69,396,000 | 172 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $68,423,000 | 269 |
| Personal trust and agency accounts, non-managed assets | $363,000 | 584 |
| 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 | $50,491,000 | 77 |
| Other retirement accounts, non-managed assets | $0 | 700 |
| Corporate trust and agency accounts, non-managed assets | $17,569,000 | 78 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $452,466,000 | 112 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $36,226,000 | 101 |
| 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 | $960,932,000 | 191 |
| Managed Assets ($) | $899,806,000 | 151 |
| Personal trust and agency accounts, managed assets | $226,398,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,674,000 | 119 |
| Employee benefit-defined benefit accounts, managed assets | $32,459,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $64,661,000 | 190 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $487,054,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | $36,425,000 | 155 |
| Other fiduciary accounts, managed assets | $17,135,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $64,661,000 | 175 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $61,126,000 | 262 |
| Personal trust and agency accounts, non-managed assets | $358,000 | 298 |
| 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 | $49,245,000 | 76 |
| Other retirement accounts, non-managed assets | $0 | 330 |
| Corporate trust and agency accounts, non-managed assets | $11,523,000 | 75 |
| 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 | $445,723,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $36,386,000 | 92 |
| 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 | $963,951,000 | 196 |
| Managed Assets ($) | $909,566,000 | 157 |
| Personal trust and agency accounts, managed assets | $214,150,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,835,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $34,037,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $68,688,000 | 189 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $499,543,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | $38,115,000 | 157 |
| Other fiduciary accounts, managed assets | $17,198,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $68,688,000 | 172 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $54,385,000 | 275 |
| Personal trust and agency accounts, non-managed assets | $623,000 | 294 |
| 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 | $51,916,000 | 76 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| Corporate trust and agency accounts, non-managed assets | $1,846,000 | 89 |
| 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 | $400,846,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $39,282,000 | 90 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,004,987,000 | 191 |
| Managed Assets ($) | $940,633,000 | 151 |
| Personal trust and agency accounts, managed assets | $220,201,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,710,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $34,163,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $66,866,000 | 190 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $524,337,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $38,327,000 | 156 |
| Other fiduciary accounts, managed assets | $18,029,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $66,866,000 | 170 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $64,354,000 | 266 |
| Personal trust and agency accounts, non-managed assets | $1,188,000 | 282 |
| 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 | $60,951,000 | 70 |
| Other retirement accounts, non-managed assets | $0 | 335 |
| Corporate trust and agency accounts, non-managed assets | $2,215,000 | 87 |
| 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 | $369,912,000 | 127 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,842,000 | 92 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,006,958,000 | 187 |
| Managed Assets ($) | $915,622,000 | 153 |
| Personal trust and agency accounts, managed assets | $215,496,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,246,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $34,062,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $65,403,000 | 191 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $506,773,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | $37,661,000 | 155 |
| Other fiduciary accounts, managed assets | $17,981,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $65,403,000 | 171 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $91,336,000 | 248 |
| Personal trust and agency accounts, non-managed assets | $1,220,000 | 488 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,028,000 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,872,000 | 71 |
| Other retirement accounts, non-managed assets | $0 | 732 |
| Corporate trust and agency accounts, non-managed assets | $2,215,000 | 128 |
| 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 | $1,000 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $371,709,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $43,604,000 | 91 |
| 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 | $999,839,000 | 182 |
| Managed Assets ($) | $909,917,000 | 149 |
| Personal trust and agency accounts, managed assets | $216,348,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,057,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $33,852,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $59,193,000 | 202 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $507,710,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | $36,824,000 | 149 |
| Other fiduciary accounts, managed assets | $17,933,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $59,193,000 | 179 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $89,922,000 | 237 |
| Personal trust and agency accounts, non-managed assets | $1,362,000 | 276 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,019,000 | 198 |
| Employee benefit-defined benefit accounts, non-managed Assets | $69,307,000 | 70 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $2,233,000 | 84 |
| 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 | $1,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $418,199,000 | 119 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $45,910,000 | 79 |
| 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 | $961,823,000 | 183 |
| Managed Assets ($) | $870,015,000 | 154 |
| Personal trust and agency accounts, managed assets | $220,987,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,509,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $34,669,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $59,320,000 | 202 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $460,313,000 | 113 |
| Foundation and endowment trust and agency accounts, managed assets | $38,233,000 | 145 |
| Other fiduciary accounts, managed assets | $17,984,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $59,320,000 | 178 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $91,808,000 | 236 |
| Personal trust and agency accounts, non-managed assets | $1,381,000 | 276 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,009,000 | 202 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,099,000 | 70 |
| Other retirement accounts, non-managed assets | $92,000 | 328 |
| Corporate trust and agency accounts, non-managed assets | $3,226,000 | 83 |
| 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 | $1,000 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $417,293,000 | 119 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $49,219,000 | 78 |
| 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 | $975,115,000 | 180 |
| Managed Assets ($) | $886,383,000 | 147 |
| Personal trust and agency accounts, managed assets | $225,413,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,701,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $32,932,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $55,679,000 | 205 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $480,093,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | $37,827,000 | 147 |
| Other fiduciary accounts, managed assets | $17,738,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $55,679,000 | 182 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $88,732,000 | 239 |
| Personal trust and agency accounts, non-managed assets | $1,150,000 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,112,000 | 205 |
| Employee benefit-defined benefit accounts, non-managed Assets | $66,868,000 | 73 |
| Other retirement accounts, non-managed assets | $92,000 | 332 |
| Corporate trust and agency accounts, non-managed assets | $3,243,000 | 84 |
| Investment management and advisory agency accounts, non-managed assets | $267,000 | 185 |
| 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 | $396,309,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $54,098,000 | 72 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,007,225,000 | 176 |
| Managed Assets ($) | $918,781,000 | 143 |
| Personal trust and agency accounts, managed assets | $224,284,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,035,000 | 142 |
| Employee benefit-defined benefit accounts, managed assets | $32,840,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $50,525,000 | 214 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $520,986,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $38,627,000 | 147 |
| Other fiduciary accounts, managed assets | $17,484,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $50,525,000 | 190 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $88,444,000 | 252 |
| Personal trust and agency accounts, non-managed assets | $995,000 | 525 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,292,000 | 245 |
| Employee benefit-defined benefit accounts, non-managed Assets | $66,244,000 | 75 |
| Other retirement accounts, non-managed assets | $94,000 | 726 |
| Corporate trust and agency accounts, non-managed assets | $4,543,000 | 111 |
| Investment management and advisory agency accounts, non-managed assets | $275,000 | 321 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $1,000 | 180 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $374,561,000 | 133 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $55,400,000 | 79 |
| 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 | $998,249,000 | 167 |
| Managed Assets ($) | $878,537,000 | 140 |
| Personal trust and agency accounts, managed assets | $223,826,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,537,000 | 140 |
| Employee benefit-defined benefit accounts, managed assets | $1,434,000 | 195 |
| Other employee benefit and retirement-related accounts, managed assets | $44,510,000 | 213 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $521,706,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | $37,592,000 | 138 |
| Other fiduciary accounts, managed assets | $17,932,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $44,178,000 | 192 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $119,712,000 | 206 |
| Personal trust and agency accounts, non-managed assets | $3,581,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,276,000 | 192 |
| Employee benefit-defined benefit accounts, non-managed Assets | $93,143,000 | 65 |
| Other retirement accounts, non-managed assets | $98,000 | 316 |
| Corporate trust and agency accounts, non-managed assets | $5,370,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | $243,000 | 183 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $1,000 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $358,754,000 | 127 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $54,984,000 | 75 |
| 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 | $674,906,000 | 207 |
| Managed Assets ($) | $561,605,000 | 180 |
| Personal trust and agency accounts, managed assets | $167,966,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,154,000 | 136 |
| Employee benefit-defined benefit accounts, managed assets | $1,340,000 | 196 |
| Other employee benefit and retirement-related accounts, managed assets | $43,155,000 | 214 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $276,545,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | $22,649,000 | 171 |
| Other fiduciary accounts, managed assets | $19,796,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $43,155,000 | 188 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $113,301,000 | 211 |
| Personal trust and agency accounts, non-managed assets | $2,518,000 | 259 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,080,000 | 186 |
| Employee benefit-defined benefit accounts, non-managed Assets | $90,460,000 | 63 |
| Other retirement accounts, non-managed assets | $29,000 | 320 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $1,213,000 | 159 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $1,000 | 92 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $241,567,000 | 140 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,826,000 | 111 |
| 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 | $707,952,000 | 199 |
| Managed Assets ($) | $595,386,000 | 175 |
| Personal trust and agency accounts, managed assets | $205,035,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,148,000 | 144 |
| Employee benefit-defined benefit accounts, managed assets | $1,321,000 | 196 |
| Other employee benefit and retirement-related accounts, managed assets | $41,838,000 | 219 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $275,642,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | $22,688,000 | 175 |
| Other fiduciary accounts, managed assets | $19,714,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $41,838,000 | 193 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $112,566,000 | 215 |
| Personal trust and agency accounts, non-managed assets | $2,484,000 | 262 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,121,000 | 190 |
| Employee benefit-defined benefit accounts, non-managed Assets | $89,816,000 | 64 |
| Other retirement accounts, non-managed assets | $29,000 | 319 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $1,116,000 | 162 |
| 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 | $245,225,000 | 141 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,708,000 | 108 |
| 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 | $668,325,000 | 207 |
| Managed Assets ($) | $558,962,000 | 180 |
| Personal trust and agency accounts, managed assets | $204,656,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,922,000 | 152 |
| Employee benefit-defined benefit accounts, managed assets | $1,221,000 | 286 |
| Other employee benefit and retirement-related accounts, managed assets | $33,020,000 | 248 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $252,260,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | $22,599,000 | 184 |
| Other fiduciary accounts, managed assets | $19,284,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $33,020,000 | 219 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $109,363,000 | 230 |
| Personal trust and agency accounts, non-managed assets | $2,188,000 | 444 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,516,000 | 213 |
| Employee benefit-defined benefit accounts, non-managed Assets | $84,382,000 | 65 |
| Other retirement accounts, non-managed assets | $28,000 | 751 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $248,000 | 343 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $1,000 | 187 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $243,208,000 | 155 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $41,659,000 | 95 |
| 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 | $654,088,000 | 206 |
| Managed Assets ($) | $542,432,000 | 181 |
| Personal trust and agency accounts, managed assets | $193,215,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,702,000 | 147 |
| Employee benefit-defined benefit accounts, managed assets | $11,021,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $30,169,000 | 242 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $240,825,000 | 152 |
| Foundation and endowment trust and agency accounts, managed assets | $22,405,000 | 166 |
| Other fiduciary accounts, managed assets | $19,095,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $30,169,000 | 214 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $111,656,000 | 207 |
| Personal trust and agency accounts, non-managed assets | $4,300,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,319,000 | 179 |
| Employee benefit-defined benefit accounts, non-managed Assets | $84,735,000 | 64 |
| Other retirement accounts, non-managed assets | $30,000 | 309 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $271,000 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $1,000 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $251,076,000 | 143 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $40,194,000 | 86 |
| 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 | $634,289,000 | 203 |
| Managed Assets ($) | $525,155,000 | 177 |
| Personal trust and agency accounts, managed assets | $188,142,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,618,000 | 150 |
| Employee benefit-defined benefit accounts, managed assets | $10,639,000 | 143 |
| Other employee benefit and retirement-related accounts, managed assets | $29,519,000 | 239 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $231,276,000 | 151 |
| Foundation and endowment trust and agency accounts, managed assets | $22,183,000 | 165 |
| Other fiduciary accounts, managed assets | $18,778,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $29,519,000 | 213 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $109,134,000 | 207 |
| Personal trust and agency accounts, non-managed assets | $4,165,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,160,000 | 182 |
| Employee benefit-defined benefit accounts, non-managed Assets | $82,526,000 | 63 |
| Other retirement accounts, non-managed assets | $29,000 | 313 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $253,000 | 177 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $1,000 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $236,734,000 | 148 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $39,608,000 | 84 |
| 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 | $630,530,000 | 204 |
| Managed Assets ($) | $518,711,000 | 182 |
| Personal trust and agency accounts, managed assets | $198,539,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,615,000 | 204 |
| Employee benefit-defined benefit accounts, managed assets | $11,093,000 | 143 |
| Other employee benefit and retirement-related accounts, managed assets | $29,872,000 | 240 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $228,247,000 | 154 |
| Foundation and endowment trust and agency accounts, managed assets | $22,460,000 | 167 |
| Other fiduciary accounts, managed assets | $18,885,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $29,872,000 | 208 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $111,819,000 | 201 |
| Personal trust and agency accounts, non-managed assets | $4,316,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,998,000 | 179 |
| Employee benefit-defined benefit accounts, non-managed Assets | $82,825,000 | 64 |
| Other retirement accounts, non-managed assets | $377,000 | 290 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $302,000 | 169 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $1,000 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $239,804,000 | 145 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $40,227,000 | 80 |
| 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 | $605,716,000 | 204 |
| Managed Assets ($) | $495,137,000 | 183 |
| Personal trust and agency accounts, managed assets | $193,471,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,932,000 | 250 |
| Employee benefit-defined benefit accounts, managed assets | $8,468,000 | 180 |
| Other employee benefit and retirement-related accounts, managed assets | $26,010,000 | 260 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $217,719,000 | 154 |
| Foundation and endowment trust and agency accounts, managed assets | $22,088,000 | 176 |
| Other fiduciary accounts, managed assets | $18,449,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $26,010,000 | 236 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $110,579,000 | 215 |
| Personal trust and agency accounts, non-managed assets | $4,013,000 | 369 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,995,000 | 192 |
| Employee benefit-defined benefit accounts, non-managed Assets | $78,908,000 | 65 |
| Other retirement accounts, non-managed assets | $368,000 | 678 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $294,000 | 332 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $1,000 | 204 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $218,380,000 | 166 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $36,649,000 | 97 |
| 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 | $523,946,000 | 226 |
| Managed Assets ($) | $415,522,000 | 209 |
| Personal trust and agency accounts, managed assets | $190,368,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,624,000 | 198 |
| Employee benefit-defined benefit accounts, managed assets | $8,008,000 | 158 |
| Other employee benefit and retirement-related accounts, managed assets | $24,850,000 | 246 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $143,853,000 | 195 |
| Foundation and endowment trust and agency accounts, managed assets | $21,739,000 | 157 |
| Other fiduciary accounts, managed assets | $18,080,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $24,850,000 | 217 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $108,424,000 | 201 |
| Personal trust and agency accounts, non-managed assets | $7,342,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $27,179,000 | 170 |
| Employee benefit-defined benefit accounts, non-managed Assets | $73,611,000 | 65 |
| Other retirement accounts, non-managed assets | $30,000 | 319 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $261,000 | 162 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $1,000 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $207,062,000 | 151 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $36,587,000 | 82 |
| 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 | $549,459,000 | 225 |
| Managed Assets ($) | $434,187,000 | 208 |
| Personal trust and agency accounts, managed assets | $198,957,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,507,000 | 204 |
| Employee benefit-defined benefit accounts, managed assets | $9,376,000 | 155 |
| Other employee benefit and retirement-related accounts, managed assets | $26,599,000 | 245 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $149,040,000 | 202 |
| Foundation and endowment trust and agency accounts, managed assets | $22,016,000 | 157 |
| Other fiduciary accounts, managed assets | $18,692,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $26,599,000 | 218 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $115,272,000 | 203 |
| Personal trust and agency accounts, non-managed assets | $8,100,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $27,632,000 | 171 |
| Employee benefit-defined benefit accounts, non-managed Assets | $79,214,000 | 66 |
| Other retirement accounts, non-managed assets | $29,000 | 322 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $296,000 | 159 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $1,000 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $207,440,000 | 160 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $37,382,000 | 80 |
| 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 | $539,142,000 | 227 |
| Managed Assets ($) | $424,874,000 | 211 |
| Personal trust and agency accounts, managed assets | $195,870,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,257,000 | 208 |
| Employee benefit-defined benefit accounts, managed assets | $9,254,000 | 156 |
| Other employee benefit and retirement-related accounts, managed assets | $27,060,000 | 242 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $143,234,000 | 206 |
| Foundation and endowment trust and agency accounts, managed assets | $21,604,000 | 159 |
| Other fiduciary accounts, managed assets | $18,595,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $27,060,000 | 207 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $114,268,000 | 203 |
| Personal trust and agency accounts, non-managed assets | $8,423,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $27,146,000 | 174 |
| Employee benefit-defined benefit accounts, non-managed Assets | $77,457,000 | 66 |
| Other retirement accounts, non-managed assets | $28,000 | 327 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $1,213,000 | 128 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $1,000 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $209,983,000 | 156 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $37,641,000 | 83 |
| 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 | $495,792,000 | 241 |
| Managed Assets ($) | $388,864,000 | 227 |
| Personal trust and agency accounts, managed assets | $194,714,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,561,000 | 272 |
| Employee benefit-defined benefit accounts, managed assets | $8,003,000 | 190 |
| Other employee benefit and retirement-related accounts, managed assets | $25,066,000 | 265 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $111,390,000 | 236 |
| Foundation and endowment trust and agency accounts, managed assets | $21,342,000 | 178 |
| Other fiduciary accounts, managed assets | $19,788,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $25,066,000 | 230 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $106,928,000 | 225 |
| Personal trust and agency accounts, non-managed assets | $4,073,000 | 365 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $27,130,000 | 202 |
| Employee benefit-defined benefit accounts, non-managed Assets | $74,551,000 | 68 |
| Other retirement accounts, non-managed assets | $0 | 797 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $1,173,000 | 250 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $1,000 | 218 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $216,280,000 | 173 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $37,203,000 | 97 |
| 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 | $482,593,000 | 241 |
| Managed Assets ($) | $402,907,000 | 207 |
| Personal trust and agency accounts, managed assets | $193,125,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,016,000 | 213 |
| Employee benefit-defined benefit accounts, managed assets | $30,568,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $24,942,000 | 233 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $104,651,000 | 219 |
| Foundation and endowment trust and agency accounts, managed assets | $21,392,000 | 155 |
| Other fiduciary accounts, managed assets | $20,213,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $24,942,000 | 201 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $79,686,000 | 226 |
| Personal trust and agency accounts, non-managed assets | $4,120,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,818,000 | 174 |
| Employee benefit-defined benefit accounts, non-managed Assets | $46,879,000 | 77 |
| Other retirement accounts, non-managed assets | $0 | 311 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $1,868,000 | 113 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $1,000 | 104 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $213,918,000 | 154 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $37,028,000 | 80 |
| 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 | $493,720,000 | 229 |
| Managed Assets ($) | $421,504,000 | 191 |
| Personal trust and agency accounts, managed assets | $212,901,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,843,000 | 214 |
| Employee benefit-defined benefit accounts, managed assets | $28,878,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $24,987,000 | 225 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $107,683,000 | 220 |
| Foundation and endowment trust and agency accounts, managed assets | $20,312,000 | 152 |
| Other fiduciary accounts, managed assets | $19,900,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $24,987,000 | 188 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $72,216,000 | 233 |
| Personal trust and agency accounts, non-managed assets | $4,169,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,484,000 | 182 |
| Employee benefit-defined benefit accounts, non-managed Assets | $43,342,000 | 78 |
| Other retirement accounts, non-managed assets | $0 | 312 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $2,220,000 | 107 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $1,000 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $261,754,000 | 143 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $38,124,000 | 75 |
| 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 | $183,996,000 | 360 |
| Managed Assets ($) | $171,086,000 | 316 |
| Personal trust and agency accounts, managed assets | $72,707,000 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,799,000 | 214 |
| Employee benefit-defined benefit accounts, managed assets | $24,536,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $9,214,000 | 294 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $17,235,000 | 318 |
| Foundation and endowment trust and agency accounts, managed assets | $20,508,000 | 155 |
| Other fiduciary accounts, managed assets | $19,087,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $9,214,000 | 256 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,910,000 | 334 |
| Personal trust and agency accounts, non-managed assets | $3,641,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,269,000 | 212 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $0 | 313 |
| 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 | $44,063,000 | 252 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $18,418,000 | 122 |
| 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 | $517,091,000 | 230 |
| Managed Assets ($) | $439,987,000 | 193 |
| Personal trust and agency accounts, managed assets | $228,027,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,421,000 | 288 |
| Employee benefit-defined benefit accounts, managed assets | $29,274,000 | 117 |
| Other employee benefit and retirement-related accounts, managed assets | $25,259,000 | 240 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $109,458,000 | 237 |
| Foundation and endowment trust and agency accounts, managed assets | $20,181,000 | 158 |
| Other fiduciary accounts, managed assets | $20,367,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $25,259,000 | 200 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $77,104,000 | 262 |
| Personal trust and agency accounts, non-managed assets | $6,108,000 | 324 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,373,000 | 223 |
| Employee benefit-defined benefit accounts, non-managed Assets | $46,918,000 | 80 |
| Other retirement accounts, non-managed assets | $0 | 806 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $4,704,000 | 131 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $1,000 | 206 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $284,963,000 | 146 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $43,641,000 | 92 |
| 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 | $521,317,000 | 225 |
| Managed Assets ($) | $450,250,000 | 191 |
| Personal trust and agency accounts, managed assets | $224,073,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,673,000 | 207 |
| Employee benefit-defined benefit accounts, managed assets | $27,494,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $25,308,000 | 215 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $127,127,000 | 218 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $38,575,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $71,067,000 | 223 |
| Personal trust and agency accounts, non-managed assets | $6,804,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $60,978,000 | 134 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,678,000 | 127 |
| Other retirement accounts, non-managed assets | $606,000 | 281 |
| 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 | $1,000 | 111 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $290,950,000 | 143 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $479,003,000 | 228 |
| Managed Assets ($) | $412,145,000 | 198 |
| Personal trust and agency accounts, managed assets | $210,163,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,713,000 | 217 |
| Employee benefit-defined benefit accounts, managed assets | $25,225,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $23,394,000 | 220 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $109,391,000 | 224 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $37,259,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $66,858,000 | 222 |
| Personal trust and agency accounts, non-managed assets | $6,838,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $56,884,000 | 133 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,539,000 | 128 |
| Other retirement accounts, non-managed assets | $594,000 | 285 |
| Corporate trust and agency accounts, non-managed assets | $2,000 | 154 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,000 | 114 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $282,044,000 | 149 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $457,828,000 | 225 |
| Managed Assets ($) | $397,701,000 | 193 |
| Personal trust and agency accounts, managed assets | $201,764,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,842,000 | 223 |
| Employee benefit-defined benefit accounts, managed assets | $22,718,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $24,270,000 | 205 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $107,165,000 | 224 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $35,942,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $60,127,000 | 225 |
| Personal trust and agency accounts, non-managed assets | $7,244,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,433,000 | 134 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,438,000 | 126 |
| Other retirement accounts, non-managed assets | $11,000 | 307 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 154 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $276,162,000 | 146 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $482,213,000 | 226 |
| Managed Assets ($) | $421,827,000 | 192 |
| Personal trust and agency accounts, managed assets | $209,700,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,069,000 | 314 |
| Employee benefit-defined benefit accounts, managed assets | $23,583,000 | 121 |
| Other employee benefit and retirement-related accounts, managed assets | $25,682,000 | 217 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $120,042,000 | 226 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $36,751,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $60,386,000 | 276 |
| Personal trust and agency accounts, non-managed assets | $4,872,000 | 378 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $53,149,000 | 145 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,363,000 | 168 |
| Other retirement accounts, non-managed assets | $0 | 811 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 328 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,000 | 246 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $280,855,000 | 151 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $557,982,000 | 219 |
| Managed Assets ($) | $490,250,000 | 184 |
| Personal trust and agency accounts, managed assets | $217,151,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,383,000 | 235 |
| Employee benefit-defined benefit accounts, managed assets | $26,925,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $27,860,000 | 211 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $174,311,000 | 191 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $37,620,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $67,732,000 | 243 |
| Personal trust and agency accounts, non-managed assets | $4,610,000 | 255 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $60,060,000 | 136 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,060,000 | 133 |
| Other retirement accounts, non-managed assets | $0 | 330 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 163 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,000 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $260,067,000 | 158 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $574,204,000 | 231 |
| Managed Assets ($) | $505,792,000 | 188 |
| Personal trust and agency accounts, managed assets | $223,146,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,872,000 | 238 |
| Employee benefit-defined benefit accounts, managed assets | $28,838,000 | 114 |
| Other employee benefit and retirement-related accounts, managed assets | $29,587,000 | 211 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $178,546,000 | 197 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $38,803,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $68,412,000 | 252 |
| Personal trust and agency accounts, non-managed assets | $4,656,000 | 255 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $60,475,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,279,000 | 136 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 167 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,000 | 132 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $246,560,000 | 162 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $595,970,000 | 232 |
| Managed Assets ($) | $527,425,000 | 188 |
| Personal trust and agency accounts, managed assets | $228,631,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,849,000 | 241 |
| Employee benefit-defined benefit accounts, managed assets | $28,984,000 | 114 |
| Other employee benefit and retirement-related accounts, managed assets | $29,175,000 | 212 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $193,053,000 | 189 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $40,733,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $68,545,000 | 254 |
| Personal trust and agency accounts, non-managed assets | $4,224,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $60,879,000 | 149 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,226,000 | 139 |
| Other retirement accounts, non-managed assets | $216,000 | 326 |
| 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 | $247,133,000 | 161 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $568,900,000 | 243 |
| Managed Assets ($) | $497,182,000 | 199 |
| Personal trust and agency accounts, managed assets | $237,143,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,309,000 | 341 |
| Employee benefit-defined benefit accounts, managed assets | $30,362,000 | 121 |
| Other employee benefit and retirement-related accounts, managed assets | $26,486,000 | 235 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $153,720,000 | 217 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $42,162,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $71,718,000 | 292 |
| Personal trust and agency accounts, non-managed assets | $4,043,000 | 431 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,942,000 | 157 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,509,000 | 173 |
| Other retirement accounts, non-managed assets | $222,000 | 776 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 344 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,000 | 248 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $235,205,000 | 170 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $539,615,000 | 244 |
| Managed Assets ($) | $469,678,000 | 212 |
| Personal trust and agency accounts, managed assets | $229,912,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,144,000 | 234 |
| Employee benefit-defined benefit accounts, managed assets | $30,920,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $27,564,000 | 215 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $130,597,000 | 230 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $41,541,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $69,937,000 | 248 |
| Personal trust and agency accounts, non-managed assets | $4,052,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $62,213,000 | 149 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,439,000 | 139 |
| Other retirement accounts, non-managed assets | $231,000 | 313 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,000 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $231,631,000 | 163 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $526,705,000 | 258 |
| Managed Assets ($) | $459,041,000 | 221 |
| Personal trust and agency accounts, managed assets | $229,188,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,936,000 | 239 |
| Employee benefit-defined benefit accounts, managed assets | $30,862,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $27,308,000 | 217 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $121,287,000 | 239 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $41,460,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $67,664,000 | 258 |
| Personal trust and agency accounts, non-managed assets | $4,083,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $60,103,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,242,000 | 143 |
| Other retirement accounts, non-managed assets | $235,000 | 325 |
| 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 | $1,000 | 119 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $223,353,000 | 174 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $487,920,000 | 267 |
| Managed Assets ($) | $427,038,000 | 218 |
| Personal trust and agency accounts, managed assets | $209,860,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,456,000 | 241 |
| Employee benefit-defined benefit accounts, managed assets | $28,843,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $25,226,000 | 215 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $114,215,000 | 243 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $40,438,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $60,882,000 | 264 |
| Personal trust and agency accounts, non-managed assets | $4,240,000 | 260 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,706,000 | 158 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $936,000 | 298 |
| 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 | $215,766,000 | 175 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $464,047,000 | 273 |
| Managed Assets ($) | $445,456,000 | 211 |
| Personal trust and agency accounts, managed assets | $215,787,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,083,000 | 336 |
| Employee benefit-defined benefit accounts, managed assets | $28,340,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $25,347,000 | 219 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $128,384,000 | 234 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $39,515,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,591,000 | 536 |
| Personal trust and agency accounts, non-managed assets | $5,336,000 | 381 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,876,000 | 316 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $1,378,000 | 597 |
| 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 | $1,000 | 242 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $212,760,000 | 186 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $436,201,000 | 280 |
| Managed Assets ($) | $410,769,000 | 224 |
| Personal trust and agency accounts, managed assets | $190,609,000 | 199 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,091,000 | 236 |
| Employee benefit-defined benefit accounts, managed assets | $27,000,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $23,658,000 | 211 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $122,954,000 | 228 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $38,457,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,432,000 | 312 |
| Personal trust and agency accounts, non-managed assets | $9,689,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,041,000 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,115,000 | 148 |
| Other retirement accounts, non-managed assets | $1,557,000 | 276 |
| 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 | $30,000 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $179,990,000 | 192 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $364,731,000 | 308 |
| Managed Assets ($) | $333,159,000 | 255 |
| Personal trust and agency accounts, managed assets | $123,840,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,106,000 | 243 |
| Employee benefit-defined benefit accounts, managed assets | $26,725,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $21,998,000 | 221 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $115,084,000 | 233 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $37,406,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $31,572,000 | 312 |
| Personal trust and agency accounts, non-managed assets | $9,486,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,921,000 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,792,000 | 142 |
| Other retirement accounts, non-managed assets | $1,343,000 | 288 |
| 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 | $30,000 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $129,891,000 | 221 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $334,297,000 | 318 |
| Managed Assets ($) | $304,079,000 | 268 |
| Personal trust and agency accounts, managed assets | $100,216,000 | 276 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,109,000 | 251 |
| Employee benefit-defined benefit accounts, managed assets | $24,202,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $20,685,000 | 227 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $113,888,000 | 231 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $36,979,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,218,000 | 316 |
| Personal trust and agency accounts, non-managed assets | $9,047,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,679,000 | 238 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,715,000 | 137 |
| Other retirement accounts, non-managed assets | $777,000 | 300 |
| 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 | $90,466,000 | 255 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $319,337,000 | 328 |
| Managed Assets ($) | $299,258,000 | 268 |
| Personal trust and agency accounts, managed assets | $100,544,000 | 298 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,142,000 | 352 |
| Employee benefit-defined benefit accounts, managed assets | $23,263,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $20,009,000 | 252 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $111,643,000 | 241 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $35,657,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,079,000 | 508 |
| Personal trust and agency accounts, non-managed assets | $9,210,000 | 309 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,112,000 | 330 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $756,000 | 690 |
| 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 | $1,000 | 254 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $88,729,000 | 286 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $333,240,000 | 311 |
| Managed Assets ($) | $314,331,000 | 253 |
| Personal trust and agency accounts, managed assets | $98,975,000 | 269 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,703,000 | 192 |
| Employee benefit-defined benefit accounts, managed assets | $23,280,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $19,989,000 | 220 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $113,509,000 | 229 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $35,875,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,909,000 | 328 |
| Personal trust and agency accounts, non-managed assets | $8,189,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,536,000 | 248 |
| Employee benefit-defined benefit accounts, non-managed Assets | $604,000 | 167 |
| Other retirement accounts, non-managed assets | $579,000 | 298 |
| 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 | $1,000 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $92,654,000 | 237 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $358,787,000 | 299 |
| Managed Assets ($) | $339,032,000 | 239 |
| Personal trust and agency accounts, managed assets | $98,951,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,352,000 | 194 |
| Employee benefit-defined benefit accounts, managed assets | $23,197,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $19,342,000 | 225 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $139,100,000 | 213 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $36,090,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,755,000 | 335 |
| Personal trust and agency accounts, non-managed assets | $8,215,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,357,000 | 248 |
| Employee benefit-defined benefit accounts, non-managed Assets | $607,000 | 163 |
| Other retirement accounts, non-managed assets | $575,000 | 307 |
| 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 | $1,000 | 126 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $90,049,000 | 245 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $349,655,000 | 300 |
| Managed Assets ($) | $330,148,000 | 242 |
| Personal trust and agency accounts, managed assets | $94,552,000 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,560,000 | 204 |
| Employee benefit-defined benefit accounts, managed assets | $22,280,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $18,869,000 | 228 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $142,410,000 | 208 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $31,477,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,507,000 | 338 |
| Personal trust and agency accounts, non-managed assets | $8,109,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,244,000 | 254 |
| Employee benefit-defined benefit accounts, non-managed Assets | $588,000 | 165 |
| Other retirement accounts, non-managed assets | $566,000 | 308 |
| 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 | $90,362,000 | 246 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $346,701,000 | 303 |
| Managed Assets ($) | $322,795,000 | 244 |
| Personal trust and agency accounts, managed assets | $95,403,000 | 301 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,685,000 | 242 |
| Employee benefit-defined benefit accounts, managed assets | $22,450,000 | 143 |
| Other employee benefit and retirement-related accounts, managed assets | $14,658,000 | 288 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $138,574,000 | 209 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $31,025,000 | 60 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,906,000 | 470 |
| Personal trust and agency accounts, non-managed assets | $11,162,000 | 280 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,583,000 | 314 |
| Employee benefit-defined benefit accounts, non-managed Assets | $585,000 | 242 |
| Other retirement accounts, non-managed assets | $575,000 | 707 |
| 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 | $1,000 | 263 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $86,264,000 | 280 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,582 |
| Fiduciary power exercised | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| 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 | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $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 | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,602 |
| Fiduciary power exercised | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| 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 | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $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 | $0 | 17 |
| 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 | $335,168,000 | 307 |
| Managed Assets ($) | $307,714,000 | 244 |
| Personal trust and agency accounts, managed assets | $85,645,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,081,000 | 212 |
| Employee benefit-defined benefit accounts, managed assets | $21,136,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $11,660,000 | 266 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $135,832,000 | 197 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $34,360,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,454,000 | 324 |
| Personal trust and agency accounts, non-managed assets | $11,472,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,793,000 | 235 |
| Employee benefit-defined benefit accounts, non-managed Assets | $628,000 | 180 |
| Other retirement accounts, non-managed assets | $561,000 | 313 |
| 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 | $82,696,000 | 260 |
| 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 | $324,496,000 | 320 |
| Managed Assets ($) | $298,539,000 | 256 |
| Personal trust and agency accounts, managed assets | $82,451,000 | 317 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,348,000 | 249 |
| Employee benefit-defined benefit accounts, managed assets | $19,908,000 | 153 |
| Other employee benefit and retirement-related accounts, managed assets | $11,470,000 | 316 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $132,930,000 | 198 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $32,432,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,957,000 | 460 |
| Personal trust and agency accounts, non-managed assets | $10,530,000 | 300 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,231,000 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $642,000 | 258 |
| Other retirement accounts, non-managed assets | $553,000 | 731 |
| 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 | $1,000 | 274 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $75,720,000 | 314 |
| 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 | $335,701,000 | 310 |
| Managed Assets ($) | $290,978,000 | 259 |
| Personal trust and agency accounts, managed assets | $78,863,000 | 297 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,281,000 | 219 |
| Employee benefit-defined benefit accounts, managed assets | $18,121,000 | 151 |
| Other employee benefit and retirement-related accounts, managed assets | $8,160,000 | 286 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $134,833,000 | 196 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $30,720,000 | 69 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $44,723,000 | 309 |
| Personal trust and agency accounts, non-managed assets | $10,464,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,423,000 | 245 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,835,000 | 133 |
| 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 | $1,000 | 148 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $74,433,000 | 277 |
| 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 | $333,323,000 | 316 |
| Managed Assets ($) | $288,792,000 | 260 |
| Personal trust and agency accounts, managed assets | $76,074,000 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,640,000 | 226 |
| Employee benefit-defined benefit accounts, managed assets | $18,547,000 | 150 |
| Other employee benefit and retirement-related accounts, managed assets | $7,481,000 | 294 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $140,201,000 | 186 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $27,849,000 | 70 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $44,531,000 | 307 |
| Personal trust and agency accounts, non-managed assets | $10,183,000 | 235 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,198,000 | 251 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,149,000 | 131 |
| 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 | $1,000 | 154 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $75,584,000 | 278 |
| 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 | $317,299,000 | 321 |
| Managed Assets ($) | $273,485,000 | 267 |
| Personal trust and agency accounts, managed assets | $70,253,000 | 321 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,902,000 | 237 |
| Employee benefit-defined benefit accounts, managed assets | $17,710,000 | 155 |
| Other employee benefit and retirement-related accounts, managed assets | $6,620,000 | 304 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $134,361,000 | 181 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $27,639,000 | 69 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $43,814,000 | 309 |
| Personal trust and agency accounts, non-managed assets | $10,082,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,106,000 | 259 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,625,000 | 130 |
| 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 | $1,000 | 150 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $72,288,000 | 281 |
| 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 | $314,286,000 | 327 |
| Managed Assets ($) | $269,085,000 | 270 |
| Personal trust and agency accounts, managed assets | $69,679,000 | 373 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,631,000 | 274 |
| Employee benefit-defined benefit accounts, managed assets | $17,961,000 | 163 |
| Other employee benefit and retirement-related accounts, managed assets | $6,654,000 | 402 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $130,588,000 | 186 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $27,572,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $45,201,000 | 366 |
| Personal trust and agency accounts, non-managed assets | $10,282,000 | 318 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,884,000 | 304 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,348,000 | 139 |
| Other retirement accounts, non-managed assets | $686,000 | 692 |
| 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 | $1,000 | 285 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $72,951,000 | 325 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $313,590,000 | 313 |
| Managed Assets ($) | $243,893,000 | 281 |
| Personal trust and agency accounts, managed assets | $66,426,000 | 386 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,969,000 | 281 |
| Employee benefit-defined benefit accounts, managed assets | $18,380,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $3,782,000 | 457 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $112,473,000 | 192 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $26,863,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $69,697,000 | 285 |
| Personal trust and agency accounts, non-managed assets | $14,826,000 | 262 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,987,000 | 183 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,171,000 | 130 |
| Other retirement accounts, non-managed assets | $712,000 | 657 |
| 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 | $1,000 | 282 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $86,207,000 | 286 |
| 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 |