Home > The First National Bank of Hutchinson > Total Fiduciary and Related Assets
The First National Bank of Hutchinson, 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 | $1,499,654,000 | 208 |
| Managed Assets ($) | $1,219,120,000 | 185 |
| Personal trust and agency accounts, managed assets | $507,944,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 407 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 271 |
| Other employee benefit and retirement-related accounts, managed assets | $107,583,000 | 189 |
| Corporate trust and agency accounts, managed assets | $508,000 | 111 |
| Investment management and investment advisory agency accounts, managed assets | $375,144,000 | 189 |
| Foundation and endowment trust and agency accounts, managed assets | $227,941,000 | 89 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $105,790,000 | 188 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $280,534,000 | 191 |
| Personal trust and agency accounts, non-managed assets | $26,612,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $228,270,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $12,328,000 | 222 |
| Corporate trust and agency accounts, non-managed assets | $12,000 | 162 |
| Investment management and advisory agency accounts, non-managed assets | $7,398,000 | 157 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,914,000 | 102 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $46,881,000 | 320 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,328,000 | 242 |
| 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 | $1,378,973,000 | 210 |
| Managed Assets ($) | $1,119,772,000 | 190 |
| Personal trust and agency accounts, managed assets | $468,695,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 280 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 208 |
| Other employee benefit and retirement-related accounts, managed assets | $101,290,000 | 181 |
| Corporate trust and agency accounts, managed assets | $747,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $337,137,000 | 191 |
| Foundation and endowment trust and agency accounts, managed assets | $211,903,000 | 92 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $99,622,000 | 177 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $259,201,000 | 182 |
| Personal trust and agency accounts, non-managed assets | $24,864,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $209,108,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $11,907,000 | 156 |
| Corporate trust and agency accounts, non-managed assets | $89,000 | 89 |
| Investment management and advisory agency accounts, non-managed assets | $7,442,000 | 112 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,791,000 | 97 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $45,246,000 | 254 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,907,000 | 169 |
| 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 | $1,346,119,000 | 208 |
| Managed Assets ($) | $1,075,117,000 | 193 |
| Personal trust and agency accounts, managed assets | $471,105,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 326 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $102,603,000 | 191 |
| Corporate trust and agency accounts, managed assets | $488,000 | 73 |
| Investment management and investment advisory agency accounts, managed assets | $299,381,000 | 204 |
| Foundation and endowment trust and agency accounts, managed assets | $201,540,000 | 94 |
| Other fiduciary accounts, managed assets | $0 | 152 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $100,876,000 | 187 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $271,002,000 | 184 |
| Personal trust and agency accounts, non-managed assets | $25,304,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $219,134,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $12,983,000 | 172 |
| Corporate trust and agency accounts, non-managed assets | $12,000 | 108 |
| Investment management and advisory agency accounts, non-managed assets | $7,689,000 | 134 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,880,000 | 107 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $40,989,000 | 285 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,983,000 | 187 |
| 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 | $1,339,783,000 | 217 |
| Managed Assets ($) | $1,079,468,000 | 197 |
| Personal trust and agency accounts, managed assets | $481,184,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 244 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 170 |
| Other employee benefit and retirement-related accounts, managed assets | $98,331,000 | 194 |
| Corporate trust and agency accounts, managed assets | $472,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $298,429,000 | 203 |
| Foundation and endowment trust and agency accounts, managed assets | $201,052,000 | 98 |
| Other fiduciary accounts, managed assets | $0 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $96,650,000 | 187 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $260,315,000 | 186 |
| Personal trust and agency accounts, non-managed assets | $25,127,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $208,646,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $12,645,000 | 153 |
| Corporate trust and agency accounts, non-managed assets | $49,000 | 89 |
| Investment management and advisory agency accounts, non-managed assets | $7,475,000 | 123 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,373,000 | 88 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $36,300,000 | 267 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,645,000 | 168 |
| 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 | $1,300,626,000 | 220 |
| Managed Assets ($) | $1,051,325,000 | 199 |
| Personal trust and agency accounts, managed assets | $559,820,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 385 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 236 |
| Other employee benefit and retirement-related accounts, managed assets | $90,882,000 | 207 |
| Corporate trust and agency accounts, managed assets | $450,000 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $292,944,000 | 211 |
| Foundation and endowment trust and agency accounts, managed assets | $107,229,000 | 133 |
| Other fiduciary accounts, managed assets | $0 | 208 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $89,310,000 | 199 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $249,301,000 | 197 |
| Personal trust and agency accounts, non-managed assets | $33,939,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $196,914,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $10,885,000 | 225 |
| Corporate trust and agency accounts, non-managed assets | $12,000 | 164 |
| Investment management and advisory agency accounts, non-managed assets | $7,551,000 | 171 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 205 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,266,000 | 382 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,885,000 | 269 |
| 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 | $1,233,251,000 | 220 |
| Managed Assets ($) | $997,566,000 | 196 |
| Personal trust and agency accounts, managed assets | $544,601,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 260 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 180 |
| Other employee benefit and retirement-related accounts, managed assets | $85,745,000 | 201 |
| Corporate trust and agency accounts, managed assets | $671,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $273,544,000 | 209 |
| Foundation and endowment trust and agency accounts, managed assets | $93,005,000 | 135 |
| Other fiduciary accounts, managed assets | $0 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $84,204,000 | 192 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $235,685,000 | 193 |
| Personal trust and agency accounts, non-managed assets | $31,962,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $185,873,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $10,726,000 | 163 |
| Corporate trust and agency accounts, non-managed assets | $89,000 | 91 |
| Investment management and advisory agency accounts, non-managed assets | $7,035,000 | 124 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,127,000 | 303 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,668,000 | 177 |
| 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 | $1,252,368,000 | 187 |
| Managed Assets ($) | $1,005,025,000 | 169 |
| Personal trust and agency accounts, managed assets | $570,747,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 284 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $85,734,000 | 199 |
| Corporate trust and agency accounts, managed assets | $436,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $251,722,000 | 204 |
| Foundation and endowment trust and agency accounts, managed assets | $96,386,000 | 118 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $84,123,000 | 194 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $247,343,000 | 167 |
| Personal trust and agency accounts, non-managed assets | $33,616,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $195,728,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $10,580,000 | 175 |
| Corporate trust and agency accounts, non-managed assets | $12,000 | 108 |
| Investment management and advisory agency accounts, non-managed assets | $7,407,000 | 128 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,546,000 | 341 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,580,000 | 195 |
| 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 | $1,371,430,000 | 186 |
| Managed Assets ($) | $1,087,442,000 | 175 |
| Personal trust and agency accounts, managed assets | $633,422,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 250 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $94,817,000 | 192 |
| Corporate trust and agency accounts, managed assets | $407,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $260,540,000 | 198 |
| Foundation and endowment trust and agency accounts, managed assets | $98,256,000 | 128 |
| Other fiduciary accounts, managed assets | $0 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $92,997,000 | 190 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $283,988,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $37,758,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $226,320,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $11,686,000 | 153 |
| Corporate trust and agency accounts, non-managed assets | $59,000 | 85 |
| Investment management and advisory agency accounts, non-managed assets | $8,165,000 | 107 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 136 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,922,000 | 296 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,686,000 | 172 |
| 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 | $1,426,108,000 | 190 |
| Managed Assets ($) | $1,121,808,000 | 175 |
| Personal trust and agency accounts, managed assets | $645,514,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 387 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 237 |
| Other employee benefit and retirement-related accounts, managed assets | $101,590,000 | 200 |
| Corporate trust and agency accounts, managed assets | $346,000 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $273,646,000 | 205 |
| Foundation and endowment trust and agency accounts, managed assets | $100,712,000 | 132 |
| Other fiduciary accounts, managed assets | $0 | 216 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $99,703,000 | 193 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $304,300,000 | 168 |
| Personal trust and agency accounts, non-managed assets | $39,495,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $244,880,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
| Other retirement accounts, non-managed assets | $11,430,000 | 222 |
| Corporate trust and agency accounts, non-managed assets | $101,000 | 148 |
| Investment management and advisory agency accounts, non-managed assets | $8,394,000 | 150 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,121,000 | 454 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,192,000 | 271 |
| 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 | $1,405,957,000 | 189 |
| Managed Assets ($) | $1,101,854,000 | 174 |
| Personal trust and agency accounts, managed assets | $635,842,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 249 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $97,410,000 | 196 |
| Corporate trust and agency accounts, managed assets | $331,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $268,935,000 | 194 |
| Foundation and endowment trust and agency accounts, managed assets | $99,336,000 | 125 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $95,497,000 | 189 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $304,103,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $38,558,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $245,472,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
| Other retirement accounts, non-managed assets | $11,829,000 | 153 |
| Corporate trust and agency accounts, non-managed assets | $330,000 | 85 |
| Investment management and advisory agency accounts, non-managed assets | $7,914,000 | 103 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,420,000 | 287 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,505,000 | 174 |
| 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 | $1,400,184,000 | 189 |
| Managed Assets ($) | $1,095,010,000 | 173 |
| Personal trust and agency accounts, managed assets | $642,764,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 291 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $97,410,000 | 205 |
| Corporate trust and agency accounts, managed assets | $316,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $260,413,000 | 205 |
| Foundation and endowment trust and agency accounts, managed assets | $94,107,000 | 135 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $95,474,000 | 199 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $305,174,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $38,543,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $246,098,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $12,134,000 | 167 |
| Corporate trust and agency accounts, non-managed assets | $360,000 | 95 |
| Investment management and advisory agency accounts, non-managed assets | $8,039,000 | 124 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,855,000 | 327 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,866,000 | 196 |
| 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 | $1,363,037,000 | 189 |
| Managed Assets ($) | $1,065,155,000 | 172 |
| Personal trust and agency accounts, managed assets | $617,789,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 256 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $94,242,000 | 198 |
| Corporate trust and agency accounts, managed assets | $302,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $257,924,000 | 198 |
| Foundation and endowment trust and agency accounts, managed assets | $94,898,000 | 131 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $92,395,000 | 192 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $297,882,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $46,497,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $232,021,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $11,810,000 | 152 |
| Corporate trust and agency accounts, non-managed assets | $357,000 | 85 |
| Investment management and advisory agency accounts, non-managed assets | $7,197,000 | 108 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,528,000 | 287 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,543,000 | 174 |
| 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 | $1,333,846,000 | 190 |
| Managed Assets ($) | $1,049,448,000 | 173 |
| Personal trust and agency accounts, managed assets | $607,331,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 398 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 245 |
| Other employee benefit and retirement-related accounts, managed assets | $90,108,000 | 207 |
| Corporate trust and agency accounts, managed assets | $285,000 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $257,255,000 | 204 |
| Foundation and endowment trust and agency accounts, managed assets | $94,469,000 | 132 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $88,320,000 | 203 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $284,398,000 | 167 |
| Personal trust and agency accounts, non-managed assets | $31,429,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $232,029,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 148 |
| Other retirement accounts, non-managed assets | $11,082,000 | 227 |
| Corporate trust and agency accounts, non-managed assets | $336,000 | 145 |
| Investment management and advisory agency accounts, non-managed assets | $9,522,000 | 137 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,394,000 | 438 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,814,000 | 282 |
| 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 | $1,237,754,000 | 187 |
| Managed Assets ($) | $981,490,000 | 171 |
| Personal trust and agency accounts, managed assets | $562,245,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 256 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $82,757,000 | 197 |
| Corporate trust and agency accounts, managed assets | $271,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $247,376,000 | 192 |
| Foundation and endowment trust and agency accounts, managed assets | $88,841,000 | 123 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $81,119,000 | 193 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $256,264,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $30,711,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $208,507,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 122 |
| Other retirement accounts, non-managed assets | $11,867,000 | 150 |
| Corporate trust and agency accounts, non-managed assets | $437,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | $4,742,000 | 125 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,938,000 | 276 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,513,000 | 173 |
| 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 | $1,190,496,000 | 190 |
| Managed Assets ($) | $951,019,000 | 170 |
| Personal trust and agency accounts, managed assets | $541,690,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 291 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $82,699,000 | 200 |
| Corporate trust and agency accounts, managed assets | $258,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $238,646,000 | 199 |
| Foundation and endowment trust and agency accounts, managed assets | $87,726,000 | 121 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $81,144,000 | 195 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $239,477,000 | 171 |
| Personal trust and agency accounts, non-managed assets | $25,190,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $201,584,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $8,056,000 | 194 |
| Corporate trust and agency accounts, non-managed assets | $152,000 | 102 |
| Investment management and advisory agency accounts, non-managed assets | $4,495,000 | 140 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,384,000 | 311 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,757,000 | 225 |
| 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 | $1,075,427,000 | 188 |
| Managed Assets ($) | $849,399,000 | 173 |
| Personal trust and agency accounts, managed assets | $466,063,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $276,000 | 247 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 179 |
| Other employee benefit and retirement-related accounts, managed assets | $75,091,000 | 194 |
| Corporate trust and agency accounts, managed assets | $243,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $222,427,000 | 188 |
| Foundation and endowment trust and agency accounts, managed assets | $85,299,000 | 114 |
| Other fiduciary accounts, managed assets | $0 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $73,732,000 | 189 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $226,028,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $36,353,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $169,890,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $9,289,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $916,000 | 79 |
| Investment management and advisory agency accounts, non-managed assets | $9,580,000 | 92 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,534,000 | 283 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,993,000 | 194 |
| 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 | $1,171,477,000 | 193 |
| Managed Assets ($) | $947,340,000 | 173 |
| Personal trust and agency accounts, managed assets | $570,064,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $258,000 | 389 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $87,427,000 | 201 |
| Corporate trust and agency accounts, managed assets | $227,000 | 120 |
| Investment management and investment advisory agency accounts, managed assets | $227,551,000 | 204 |
| Foundation and endowment trust and agency accounts, managed assets | $61,813,000 | 148 |
| Other fiduciary accounts, managed assets | $0 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $85,922,000 | 194 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $224,137,000 | 171 |
| Personal trust and agency accounts, non-managed assets | $11,178,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $199,887,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $7,347,000 | 272 |
| Corporate trust and agency accounts, non-managed assets | $929,000 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $4,796,000 | 185 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,364,000 | 426 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,053,000 | 333 |
| 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 | $1,179,545,000 | 190 |
| Managed Assets ($) | $924,094,000 | 172 |
| Personal trust and agency accounts, managed assets | $554,719,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $258,000 | 252 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $85,009,000 | 193 |
| Corporate trust and agency accounts, managed assets | $211,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $222,084,000 | 202 |
| Foundation and endowment trust and agency accounts, managed assets | $61,813,000 | 138 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $83,389,000 | 187 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $255,451,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $11,745,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $225,778,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 124 |
| Other retirement accounts, non-managed assets | $7,262,000 | 184 |
| Corporate trust and agency accounts, non-managed assets | $1,288,000 | 78 |
| Investment management and advisory agency accounts, non-managed assets | $9,378,000 | 98 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,606,000 | 281 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,938,000 | 209 |
| 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 | $1,137,324,000 | 193 |
| Managed Assets ($) | $929,516,000 | 169 |
| Personal trust and agency accounts, managed assets | $549,484,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $249,000 | 276 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 196 |
| Other employee benefit and retirement-related accounts, managed assets | $84,771,000 | 196 |
| Corporate trust and agency accounts, managed assets | $197,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $233,041,000 | 201 |
| Foundation and endowment trust and agency accounts, managed assets | $61,774,000 | 141 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $83,150,000 | 188 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $207,808,000 | 172 |
| Personal trust and agency accounts, non-managed assets | $11,534,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $187,539,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 132 |
| Other retirement accounts, non-managed assets | $7,227,000 | 195 |
| Corporate trust and agency accounts, non-managed assets | $1,036,000 | 86 |
| Investment management and advisory agency accounts, non-managed assets | $472,000 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,340,000 | 325 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,905,000 | 226 |
| 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 | $1,128,633,000 | 192 |
| Managed Assets ($) | $935,966,000 | 168 |
| Personal trust and agency accounts, managed assets | $557,452,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $233,000 | 275 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $85,522,000 | 190 |
| Corporate trust and agency accounts, managed assets | $182,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $229,646,000 | 198 |
| Foundation and endowment trust and agency accounts, managed assets | $62,931,000 | 136 |
| Other fiduciary accounts, managed assets | $0 | 130 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $83,953,000 | 184 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $192,667,000 | 177 |
| Personal trust and agency accounts, non-managed assets | $4,575,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $182,089,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $4,352,000 | 228 |
| Corporate trust and agency accounts, non-managed assets | $1,181,000 | 84 |
| Investment management and advisory agency accounts, non-managed assets | $470,000 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,345,000 | 315 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,035,000 | 261 |
| 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 | $1,097,698,000 | 191 |
| Managed Assets ($) | $898,342,000 | 164 |
| Personal trust and agency accounts, managed assets | $530,903,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $207,000 | 406 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 267 |
| Other employee benefit and retirement-related accounts, managed assets | $76,944,000 | 191 |
| Corporate trust and agency accounts, managed assets | $166,000 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $227,251,000 | 194 |
| Foundation and endowment trust and agency accounts, managed assets | $62,871,000 | 130 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $75,536,000 | 181 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $199,356,000 | 175 |
| Personal trust and agency accounts, non-managed assets | $4,464,000 | 324 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $188,901,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $4,990,000 | 322 |
| Corporate trust and agency accounts, non-managed assets | $1,001,000 | 127 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,984,000 | 420 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,675,000 | 393 |
| 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 | $1,138,988,000 | 192 |
| Managed Assets ($) | $937,618,000 | 165 |
| Personal trust and agency accounts, managed assets | $561,771,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $226,000 | 282 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 200 |
| Other employee benefit and retirement-related accounts, managed assets | $81,566,000 | 191 |
| Corporate trust and agency accounts, managed assets | $149,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $231,771,000 | 197 |
| Foundation and endowment trust and agency accounts, managed assets | $62,135,000 | 136 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $79,949,000 | 185 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $201,370,000 | 180 |
| Personal trust and agency accounts, non-managed assets | $4,496,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $189,493,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $5,937,000 | 207 |
| Corporate trust and agency accounts, non-managed assets | $1,444,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,884,000 | 312 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,592,000 | 240 |
| 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 | $1,119,059,000 | 188 |
| Managed Assets ($) | $923,604,000 | 165 |
| Personal trust and agency accounts, managed assets | $558,336,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $219,000 | 286 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $73,161,000 | 200 |
| Corporate trust and agency accounts, managed assets | $130,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $229,870,000 | 193 |
| Foundation and endowment trust and agency accounts, managed assets | $61,888,000 | 136 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $71,586,000 | 196 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $195,455,000 | 184 |
| Personal trust and agency accounts, non-managed assets | $4,368,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $183,889,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $5,927,000 | 203 |
| Corporate trust and agency accounts, non-managed assets | $1,271,000 | 89 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,695,000 | 311 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,546,000 | 239 |
| 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 | $1,101,580,000 | 193 |
| Managed Assets ($) | $908,035,000 | 164 |
| Personal trust and agency accounts, managed assets | $541,643,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $216,000 | 288 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 204 |
| Other employee benefit and retirement-related accounts, managed assets | $71,976,000 | 199 |
| Corporate trust and agency accounts, managed assets | $119,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $233,558,000 | 190 |
| Foundation and endowment trust and agency accounts, managed assets | $60,523,000 | 139 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $70,413,000 | 190 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $193,545,000 | 186 |
| Personal trust and agency accounts, non-managed assets | $4,564,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $181,372,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $6,277,000 | 204 |
| Corporate trust and agency accounts, non-managed assets | $1,332,000 | 85 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,167,000 | 312 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,900,000 | 241 |
| 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 | $1,115,827,000 | 192 |
| Managed Assets ($) | $919,773,000 | 165 |
| Personal trust and agency accounts, managed assets | $546,363,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $220,000 | 423 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 275 |
| Other employee benefit and retirement-related accounts, managed assets | $71,801,000 | 202 |
| Corporate trust and agency accounts, managed assets | $104,000 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $241,020,000 | 188 |
| Foundation and endowment trust and agency accounts, managed assets | $60,265,000 | 138 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $70,260,000 | 194 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $196,054,000 | 186 |
| Personal trust and agency accounts, non-managed assets | $4,867,000 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $184,120,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 163 |
| Other retirement accounts, non-managed assets | $6,956,000 | 292 |
| Corporate trust and agency accounts, non-managed assets | $111,000 | 181 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,640,000 | 423 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,580,000 | 358 |
| 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 | $1,101,706,000 | 190 |
| Managed Assets ($) | $907,366,000 | 165 |
| Personal trust and agency accounts, managed assets | $533,777,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $212,000 | 285 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 206 |
| Other employee benefit and retirement-related accounts, managed assets | $72,416,000 | 193 |
| Corporate trust and agency accounts, managed assets | $89,000 | 74 |
| Investment management and investment advisory agency accounts, managed assets | $241,184,000 | 183 |
| Foundation and endowment trust and agency accounts, managed assets | $59,688,000 | 134 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $70,857,000 | 185 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $194,340,000 | 188 |
| Personal trust and agency accounts, non-managed assets | $3,900,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $178,654,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $7,370,000 | 197 |
| Corporate trust and agency accounts, non-managed assets | $4,416,000 | 78 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,011,000 | 320 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,958,000 | 230 |
| 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 | $1,135,974,000 | 180 |
| Managed Assets ($) | $896,273,000 | 162 |
| Personal trust and agency accounts, managed assets | $528,170,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $206,000 | 291 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $77,250,000 | 186 |
| Corporate trust and agency accounts, managed assets | $75,000 | 75 |
| Investment management and investment advisory agency accounts, managed assets | $240,884,000 | 175 |
| Foundation and endowment trust and agency accounts, managed assets | $49,688,000 | 146 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $75,738,000 | 179 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $239,701,000 | 170 |
| Personal trust and agency accounts, non-managed assets | $3,829,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $171,079,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $4,069,000 | 231 |
| Corporate trust and agency accounts, non-managed assets | $60,724,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,594,000 | 331 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,660,000 | 268 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,124,286,000 | 179 |
| Managed Assets ($) | $899,154,000 | 158 |
| Personal trust and agency accounts, managed assets | $522,074,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $203,000 | 295 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 207 |
| Other employee benefit and retirement-related accounts, managed assets | $76,284,000 | 185 |
| Corporate trust and agency accounts, managed assets | $60,000 | 75 |
| Investment management and investment advisory agency accounts, managed assets | $239,087,000 | 175 |
| Foundation and endowment trust and agency accounts, managed assets | $61,446,000 | 131 |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $74,811,000 | 178 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $225,132,000 | 170 |
| Personal trust and agency accounts, non-managed assets | $3,310,000 | 250 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $156,956,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $4,065,000 | 231 |
| Corporate trust and agency accounts, non-managed assets | $60,801,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,769,000 | 335 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,662,000 | 267 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,098,082,000 | 179 |
| Managed Assets ($) | $883,789,000 | 157 |
| Personal trust and agency accounts, managed assets | $516,538,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $165,000 | 443 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 280 |
| Other employee benefit and retirement-related accounts, managed assets | $76,238,000 | 180 |
| Corporate trust and agency accounts, managed assets | $45,000 | 156 |
| Investment management and investment advisory agency accounts, managed assets | $229,970,000 | 179 |
| Foundation and endowment trust and agency accounts, managed assets | $60,833,000 | 127 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $74,849,000 | 172 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $214,293,000 | 166 |
| Personal trust and agency accounts, non-managed assets | $2,718,000 | 404 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $156,090,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $3,808,000 | 382 |
| Corporate trust and agency accounts, non-managed assets | $51,677,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,868,000 | 495 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,407,000 | 453 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,091,320,000 | 177 |
| Managed Assets ($) | $886,851,000 | 155 |
| Personal trust and agency accounts, managed assets | $522,517,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $161,000 | 297 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
| Other employee benefit and retirement-related accounts, managed assets | $78,348,000 | 176 |
| Corporate trust and agency accounts, managed assets | $30,000 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $224,707,000 | 180 |
| Foundation and endowment trust and agency accounts, managed assets | $61,050,000 | 124 |
| Other fiduciary accounts, managed assets | $38,000 | 104 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $76,901,000 | 163 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $204,469,000 | 171 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 321 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $152,654,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 137 |
| Other retirement accounts, non-managed assets | $3,816,000 | 241 |
| Corporate trust and agency accounts, non-managed assets | $47,998,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 153 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,882,000 | 333 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,377,000 | 272 |
| 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 | $1,061,523,000 | 180 |
| Managed Assets ($) | $748,045,000 | 175 |
| Personal trust and agency accounts, managed assets | $398,673,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $156,000 | 303 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $69,643,000 | 187 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $218,827,000 | 180 |
| Foundation and endowment trust and agency accounts, managed assets | $60,746,000 | 126 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $67,887,000 | 179 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $313,478,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $97,405,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $152,301,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 138 |
| Other retirement accounts, non-managed assets | $11,407,000 | 170 |
| Corporate trust and agency accounts, non-managed assets | $48,404,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $3,961,000 | 133 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,219,000 | 328 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,970,000 | 189 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,055,127,000 | 179 |
| Managed Assets ($) | $740,899,000 | 172 |
| Personal trust and agency accounts, managed assets | $389,407,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $132,000 | 305 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $68,578,000 | 188 |
| Corporate trust and agency accounts, managed assets | $1,060,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $220,185,000 | 180 |
| Foundation and endowment trust and agency accounts, managed assets | $61,537,000 | 124 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $66,864,000 | 176 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $314,228,000 | 140 |
| Personal trust and agency accounts, non-managed assets | $100,902,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $149,586,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 136 |
| Other retirement accounts, non-managed assets | $11,478,000 | 167 |
| Corporate trust and agency accounts, non-managed assets | $48,343,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $3,919,000 | 131 |
| 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 | $7,047,000 | 337 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,045,000 | 189 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,034,116,000 | 181 |
| Managed Assets ($) | $739,535,000 | 173 |
| Personal trust and agency accounts, managed assets | $383,473,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $131,000 | 463 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 298 |
| Other employee benefit and retirement-related accounts, managed assets | $69,818,000 | 185 |
| Corporate trust and agency accounts, managed assets | $18,000 | 169 |
| Investment management and investment advisory agency accounts, managed assets | $224,341,000 | 174 |
| Foundation and endowment trust and agency accounts, managed assets | $61,754,000 | 124 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $68,139,000 | 175 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $294,581,000 | 144 |
| Personal trust and agency accounts, non-managed assets | $101,211,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $150,347,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 174 |
| Other retirement accounts, non-managed assets | $12,013,000 | 218 |
| Corporate trust and agency accounts, non-managed assets | $26,871,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | $3,923,000 | 196 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $216,000 | 123 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,021,000 | 506 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,580,000 | 263 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,034,130,000 | 179 |
| Managed Assets ($) | $736,359,000 | 170 |
| Personal trust and agency accounts, managed assets | $381,600,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $129,000 | 303 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $70,012,000 | 179 |
| Corporate trust and agency accounts, managed assets | $496,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $223,090,000 | 170 |
| Foundation and endowment trust and agency accounts, managed assets | $61,032,000 | 120 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $68,315,000 | 165 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $297,771,000 | 145 |
| Personal trust and agency accounts, non-managed assets | $102,102,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $150,544,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $11,827,000 | 159 |
| Corporate trust and agency accounts, non-managed assets | $27,654,000 | 63 |
| Investment management and advisory agency accounts, non-managed assets | $5,644,000 | 117 |
| 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 | $3,911,000 | 351 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,351,000 | 179 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,072,376,000 | 182 |
| Managed Assets ($) | $758,238,000 | 170 |
| Personal trust and agency accounts, managed assets | $403,325,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $135,000 | 308 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $72,755,000 | 180 |
| Corporate trust and agency accounts, managed assets | $479,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $221,350,000 | 177 |
| Foundation and endowment trust and agency accounts, managed assets | $60,194,000 | 124 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $70,961,000 | 167 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $314,138,000 | 146 |
| Personal trust and agency accounts, non-managed assets | $109,439,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $157,324,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $13,121,000 | 156 |
| Corporate trust and agency accounts, non-managed assets | $28,261,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | $5,891,000 | 118 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $102,000 | 84 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,825,000 | 353 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,642,000 | 177 |
| 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 | $1,110,247,000 | 177 |
| Managed Assets ($) | $863,141,000 | 159 |
| Personal trust and agency accounts, managed assets | $282,565,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $115,000 | 303 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $76,353,000 | 171 |
| Corporate trust and agency accounts, managed assets | $497,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $396,706,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | $106,905,000 | 88 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $70,475,000 | 166 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $247,106,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $19,348,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $155,744,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 139 |
| Other retirement accounts, non-managed assets | $12,889,000 | 158 |
| Corporate trust and agency accounts, non-managed assets | $41,834,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | $12,456,000 | 98 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,835,000 | 92 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,490,000 | 349 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,417,000 | 183 |
| 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 | $1,053,230,000 | 182 |
| Managed Assets ($) | $821,450,000 | 160 |
| Personal trust and agency accounts, managed assets | $281,836,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $113,000 | 478 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 307 |
| Other employee benefit and retirement-related accounts, managed assets | $75,812,000 | 171 |
| Corporate trust and agency accounts, managed assets | $482,000 | 120 |
| Investment management and investment advisory agency accounts, managed assets | $356,309,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | $106,898,000 | 85 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $69,705,000 | 164 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $231,780,000 | 165 |
| Personal trust and agency accounts, non-managed assets | $17,680,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $152,714,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 180 |
| Other retirement accounts, non-managed assets | $12,635,000 | 220 |
| Corporate trust and agency accounts, non-managed assets | $33,159,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $10,641,000 | 125 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,951,000 | 101 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,043,000 | 529 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,168,000 | 263 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,027,278,000 | 180 |
| Managed Assets ($) | $792,473,000 | 159 |
| Personal trust and agency accounts, managed assets | $265,162,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $113,000 | 303 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 224 |
| Other employee benefit and retirement-related accounts, managed assets | $76,283,000 | 165 |
| Corporate trust and agency accounts, managed assets | $498,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $342,798,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | $107,619,000 | 82 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $69,600,000 | 161 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $234,805,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $19,957,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $152,554,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $13,082,000 | 154 |
| Corporate trust and agency accounts, non-managed assets | $33,778,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | $10,553,000 | 101 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,881,000 | 91 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,967,000 | 344 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,201,000 | 185 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,021,595,000 | 176 |
| Managed Assets ($) | $794,450,000 | 160 |
| Personal trust and agency accounts, managed assets | $259,300,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,156,000 | 221 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 225 |
| Other employee benefit and retirement-related accounts, managed assets | $70,615,000 | 178 |
| Corporate trust and agency accounts, managed assets | $484,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $347,335,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | $109,560,000 | 80 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $64,069,000 | 168 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $227,145,000 | 164 |
| Personal trust and agency accounts, non-managed assets | $16,376,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $154,950,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $13,151,000 | 152 |
| Corporate trust and agency accounts, non-managed assets | $27,340,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $10,341,000 | 99 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,987,000 | 88 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,249,000 | 348 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,271,000 | 184 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,024,687,000 | 174 |
| Managed Assets ($) | $812,345,000 | 155 |
| Personal trust and agency accounts, managed assets | $261,090,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,062,000 | 221 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $69,039,000 | 174 |
| Corporate trust and agency accounts, managed assets | $505,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $367,723,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | $106,926,000 | 79 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $61,913,000 | 169 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $212,342,000 | 168 |
| Personal trust and agency accounts, non-managed assets | $15,453,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $142,939,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 144 |
| Other retirement accounts, non-managed assets | $13,024,000 | 155 |
| Corporate trust and agency accounts, non-managed assets | $27,465,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $8,700,000 | 108 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,761,000 | 86 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,072,000 | 349 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,851,000 | 187 |
| 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 | $999,463,000 | 177 |
| Managed Assets ($) | $795,618,000 | 156 |
| Personal trust and agency accounts, managed assets | $244,685,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,126,000 | 272 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 318 |
| Other employee benefit and retirement-related accounts, managed assets | $68,520,000 | 174 |
| Corporate trust and agency accounts, managed assets | $487,000 | 122 |
| Investment management and investment advisory agency accounts, managed assets | $367,951,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | $106,849,000 | 78 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $62,562,000 | 168 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $203,845,000 | 172 |
| Personal trust and agency accounts, non-managed assets | $14,885,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $136,352,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 186 |
| Other retirement accounts, non-managed assets | $13,601,000 | 207 |
| Corporate trust and agency accounts, non-managed assets | $27,751,000 | 72 |
| Investment management and advisory agency accounts, non-managed assets | $6,409,000 | 151 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,847,000 | 99 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,349,000 | 550 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,331,000 | 281 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,001,195,000 | 166 |
| Managed Assets ($) | $794,079,000 | 150 |
| Personal trust and agency accounts, managed assets | $240,392,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,947,000 | 215 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $67,169,000 | 165 |
| Corporate trust and agency accounts, managed assets | $236,000 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $374,696,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | $104,639,000 | 77 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $60,830,000 | 158 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $207,116,000 | 167 |
| Personal trust and agency accounts, non-managed assets | $14,942,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $138,123,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $14,650,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $28,380,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | $6,371,000 | 105 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,650,000 | 85 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,183,000 | 318 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,675,000 | 201 |
| 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 | $963,165,000 | 165 |
| Managed Assets ($) | $767,285,000 | 151 |
| Personal trust and agency accounts, managed assets | $219,805,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,699,000 | 216 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $60,818,000 | 170 |
| Corporate trust and agency accounts, managed assets | $8,734,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $368,956,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | $102,273,000 | 77 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $55,170,000 | 162 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $195,880,000 | 173 |
| Personal trust and agency accounts, non-managed assets | $15,085,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $130,419,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $14,181,000 | 148 |
| Corporate trust and agency accounts, non-managed assets | $25,270,000 | 63 |
| Investment management and advisory agency accounts, non-managed assets | $6,236,000 | 106 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,689,000 | 86 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,147,000 | 318 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,183,000 | 201 |
| 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 | $953,727,000 | 169 |
| Managed Assets ($) | $757,134,000 | 154 |
| Personal trust and agency accounts, managed assets | $219,489,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,774,000 | 214 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $62,428,000 | 167 |
| Corporate trust and agency accounts, managed assets | $8,905,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $360,766,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | $98,772,000 | 80 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $55,949,000 | 158 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $196,593,000 | 172 |
| Personal trust and agency accounts, non-managed assets | $15,946,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $130,864,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $13,610,000 | 153 |
| Corporate trust and agency accounts, non-managed assets | $25,610,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $5,844,000 | 112 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,719,000 | 86 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,441,000 | 318 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,715,000 | 207 |
| 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 | $905,755,000 | 173 |
| Managed Assets ($) | $731,182,000 | 154 |
| Personal trust and agency accounts, managed assets | $210,117,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,609,000 | 276 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
| Other employee benefit and retirement-related accounts, managed assets | $60,155,000 | 166 |
| Corporate trust and agency accounts, managed assets | $9,006,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $352,782,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | $92,513,000 | 82 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $54,102,000 | 159 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $174,573,000 | 186 |
| Personal trust and agency accounts, non-managed assets | $14,751,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $120,890,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
| Other retirement accounts, non-managed assets | $12,745,000 | 208 |
| Corporate trust and agency accounts, non-managed assets | $16,179,000 | 88 |
| Investment management and advisory agency accounts, non-managed assets | $5,602,000 | 158 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,406,000 | 96 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,012,000 | 527 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,101,000 | 330 |
| 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 | $912,716,000 | 169 |
| Managed Assets ($) | $762,088,000 | 149 |
| Personal trust and agency accounts, managed assets | $244,549,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,326,000 | 216 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 212 |
| Other employee benefit and retirement-related accounts, managed assets | $59,922,000 | 164 |
| Corporate trust and agency accounts, managed assets | $9,453,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $349,550,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | $92,288,000 | 80 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $53,990,000 | 154 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $150,628,000 | 189 |
| Personal trust and agency accounts, non-managed assets | $5,413,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $120,256,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $12,668,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $3,095,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | $4,701,000 | 119 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,495,000 | 84 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,096,000 | 308 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,075,000 | 206 |
| 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 | $810,327,000 | 175 |
| Managed Assets ($) | $668,343,000 | 152 |
| Personal trust and agency accounts, managed assets | $223,170,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,029,000 | 213 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
| Other employee benefit and retirement-related accounts, managed assets | $57,873,000 | 162 |
| Corporate trust and agency accounts, managed assets | $9,690,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $282,408,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | $88,173,000 | 79 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $50,893,000 | 158 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $141,984,000 | 197 |
| Personal trust and agency accounts, non-managed assets | $5,255,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $117,098,000 | 109 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $12,257,000 | 144 |
| Corporate trust and agency accounts, non-managed assets | $10,000 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $2,958,000 | 124 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,406,000 | 84 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,722,000 | 312 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,794,000 | 202 |
| 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 | $815,858,000 | 176 |
| Managed Assets ($) | $668,435,000 | 154 |
| Personal trust and agency accounts, managed assets | $226,492,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,162,000 | 200 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 213 |
| Other employee benefit and retirement-related accounts, managed assets | $58,745,000 | 161 |
| Corporate trust and agency accounts, managed assets | $1,156,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $282,318,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | $89,562,000 | 77 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $49,281,000 | 158 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $147,423,000 | 186 |
| Personal trust and agency accounts, non-managed assets | $6,613,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $120,723,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 149 |
| Other retirement accounts, non-managed assets | $12,433,000 | 143 |
| Corporate trust and agency accounts, non-managed assets | $41,000 | 122 |
| Investment management and advisory agency accounts, non-managed assets | $3,256,000 | 118 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,357,000 | 81 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,677,000 | 317 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,942,000 | 206 |
| 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 | $790,976,000 | 174 |
| Managed Assets ($) | $481,886,000 | 187 |
| Personal trust and agency accounts, managed assets | $221,993,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,776,000 | 244 |
| Employee benefit-defined benefit accounts, managed assets | $3,000 | 329 |
| Other employee benefit and retirement-related accounts, managed assets | $56,366,000 | 154 |
| Corporate trust and agency accounts, managed assets | $1,158,000 | 117 |
| Investment management and investment advisory agency accounts, managed assets | $152,686,000 | 196 |
| Foundation and endowment trust and agency accounts, managed assets | $39,904,000 | 122 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $47,205,000 | 159 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $309,090,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $7,483,000 | 293 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $123,463,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 200 |
| Other retirement accounts, non-managed assets | $11,322,000 | 208 |
| Corporate trust and agency accounts, non-managed assets | $17,000 | 259 |
| Investment management and advisory agency accounts, non-managed assets | $118,649,000 | 24 |
| Foundation and endowment trust and agency accounts, non-managed assets | $48,156,000 | 34 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $48,827,000 | 297 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,045,000 | 336 |
| 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 | $761,692,000 | 174 |
| Managed Assets ($) | $621,282,000 | 157 |
| Personal trust and agency accounts, managed assets | $224,445,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,313,000 | 195 |
| Employee benefit-defined benefit accounts, managed assets | $1,116,000 | 204 |
| Other employee benefit and retirement-related accounts, managed assets | $55,450,000 | 156 |
| Corporate trust and agency accounts, managed assets | $1,267,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $248,188,000 | 136 |
| Foundation and endowment trust and agency accounts, managed assets | $81,503,000 | 77 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $47,870,000 | 151 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $140,410,000 | 184 |
| Personal trust and agency accounts, non-managed assets | $5,854,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $116,297,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $10,910,000 | 150 |
| Corporate trust and agency accounts, non-managed assets | $43,000 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $3,368,000 | 109 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,938,000 | 82 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,802,000 | 301 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,795,000 | 201 |
| 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 | $839,246,000 | 170 |
| Managed Assets ($) | $683,366,000 | 154 |
| Personal trust and agency accounts, managed assets | $270,800,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,234,000 | 202 |
| Employee benefit-defined benefit accounts, managed assets | $1,216,000 | 206 |
| Other employee benefit and retirement-related accounts, managed assets | $59,573,000 | 155 |
| Corporate trust and agency accounts, managed assets | $1,150,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $255,097,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | $85,296,000 | 76 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $50,959,000 | 152 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $155,880,000 | 179 |
| Personal trust and agency accounts, non-managed assets | $6,242,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $130,292,000 | 109 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $11,666,000 | 155 |
| Corporate trust and agency accounts, non-managed assets | $9,000 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $3,330,000 | 106 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,341,000 | 82 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,503,000 | 304 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,253,000 | 202 |
| 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 | $840,062,000 | 172 |
| Managed Assets ($) | $680,370,000 | 153 |
| Personal trust and agency accounts, managed assets | $267,495,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,245,000 | 203 |
| Employee benefit-defined benefit accounts, managed assets | $1,211,000 | 207 |
| Other employee benefit and retirement-related accounts, managed assets | $58,086,000 | 154 |
| Corporate trust and agency accounts, managed assets | $988,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $255,663,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | $86,682,000 | 73 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $49,966,000 | 149 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $159,692,000 | 179 |
| Personal trust and agency accounts, non-managed assets | $11,904,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $129,780,000 | 111 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $10,873,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $38,000 | 133 |
| Investment management and advisory agency accounts, non-managed assets | $2,742,000 | 112 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,355,000 | 81 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,969,000 | 312 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,514,000 | 203 |
| 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 | $746,260,000 | 187 |
| Managed Assets ($) | $595,345,000 | 161 |
| Personal trust and agency accounts, managed assets | $225,593,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,219,000 | 263 |
| Employee benefit-defined benefit accounts, managed assets | $1,084,000 | 309 |
| Other employee benefit and retirement-related accounts, managed assets | $54,535,000 | 158 |
| Corporate trust and agency accounts, managed assets | $1,009,000 | 129 |
| Investment management and investment advisory agency accounts, managed assets | $226,362,000 | 148 |
| Foundation and endowment trust and agency accounts, managed assets | $77,543,000 | 75 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $46,977,000 | 152 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $150,915,000 | 189 |
| Personal trust and agency accounts, non-managed assets | $11,375,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $125,080,000 | 110 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
| Other retirement accounts, non-managed assets | $10,288,000 | 240 |
| Corporate trust and agency accounts, non-managed assets | $14,000 | 283 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,158,000 | 96 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,599,000 | 315 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,920,000 | 362 |
| 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 | $771,326,000 | 181 |
| Managed Assets ($) | $625,498,000 | 156 |
| Personal trust and agency accounts, managed assets | $249,103,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,694,000 | 209 |
| Employee benefit-defined benefit accounts, managed assets | $1,047,000 | 211 |
| Other employee benefit and retirement-related accounts, managed assets | $55,600,000 | 150 |
| Corporate trust and agency accounts, managed assets | $868,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $233,534,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | $76,652,000 | 74 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $47,509,000 | 141 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $145,828,000 | 187 |
| Personal trust and agency accounts, non-managed assets | $11,040,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $117,738,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
| Other retirement accounts, non-managed assets | $9,908,000 | 162 |
| Corporate trust and agency accounts, non-managed assets | $42,000 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $2,948,000 | 106 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,152,000 | 80 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $45,198,000 | 248 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,677,000 | 207 |
| 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 | $756,504,000 | 172 |
| Managed Assets ($) | $617,286,000 | 149 |
| Personal trust and agency accounts, managed assets | $250,447,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,254,000 | 209 |
| Employee benefit-defined benefit accounts, managed assets | $882,000 | 211 |
| Other employee benefit and retirement-related accounts, managed assets | $51,126,000 | 149 |
| Corporate trust and agency accounts, managed assets | $1,040,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $224,466,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | $81,071,000 | 68 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $43,144,000 | 145 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $139,218,000 | 188 |
| Personal trust and agency accounts, non-managed assets | $10,584,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $107,020,000 | 109 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $9,549,000 | 162 |
| Corporate trust and agency accounts, non-managed assets | $5,668,000 | 94 |
| Investment management and advisory agency accounts, non-managed assets | $2,429,000 | 105 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,968,000 | 80 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $40,993,000 | 252 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,594,000 | 206 |
| 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 | $784,857,000 | 177 |
| Managed Assets ($) | $634,792,000 | 155 |
| Personal trust and agency accounts, managed assets | $260,648,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,521,000 | 209 |
| Employee benefit-defined benefit accounts, managed assets | $1,400,000 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $51,965,000 | 154 |
| Corporate trust and agency accounts, managed assets | $896,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $226,862,000 | 144 |
| Foundation and endowment trust and agency accounts, managed assets | $84,500,000 | 70 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $42,535,000 | 150 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $150,065,000 | 186 |
| Personal trust and agency accounts, non-managed assets | $12,294,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $115,446,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $9,854,000 | 161 |
| Corporate trust and agency accounts, non-managed assets | $5,690,000 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $2,640,000 | 99 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,141,000 | 87 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,264,000 | 287 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,045,000 | 209 |
| 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 | $796,424,000 | 177 |
| Managed Assets ($) | $643,756,000 | 152 |
| Personal trust and agency accounts, managed assets | $261,021,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,787,000 | 268 |
| Employee benefit-defined benefit accounts, managed assets | $1,287,000 | 310 |
| Other employee benefit and retirement-related accounts, managed assets | $51,153,000 | 150 |
| Corporate trust and agency accounts, managed assets | $1,209,000 | 115 |
| Investment management and investment advisory agency accounts, managed assets | $236,361,000 | 137 |
| Foundation and endowment trust and agency accounts, managed assets | $83,938,000 | 68 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $41,775,000 | 149 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $152,668,000 | 188 |
| Personal trust and agency accounts, non-managed assets | $12,439,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $111,632,000 | 110 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
| Other retirement accounts, non-managed assets | $10,729,000 | 222 |
| Corporate trust and agency accounts, non-managed assets | $5,874,000 | 133 |
| Investment management and advisory agency accounts, non-managed assets | $7,998,000 | 102 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,996,000 | 98 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,101,000 | 415 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,143,000 | 358 |
| 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 | $780,061,000 | 177 |
| Managed Assets ($) | $645,351,000 | 155 |
| Personal trust and agency accounts, managed assets | $280,637,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,623,000 | 204 |
| Employee benefit-defined benefit accounts, managed assets | $1,156,000 | 202 |
| Other employee benefit and retirement-related accounts, managed assets | $45,888,000 | 162 |
| Corporate trust and agency accounts, managed assets | $946,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $308,101,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $134,710,000 | 193 |
| Personal trust and agency accounts, non-managed assets | $12,177,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $106,539,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $10,141,000 | 161 |
| Corporate trust and agency accounts, non-managed assets | $5,853,000 | 97 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,698,000 | 280 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $753,232,000 | 174 |
| Managed Assets ($) | $630,026,000 | 151 |
| Personal trust and agency accounts, managed assets | $274,010,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,983,000 | 208 |
| Employee benefit-defined benefit accounts, managed assets | $1,065,000 | 201 |
| Other employee benefit and retirement-related accounts, managed assets | $42,427,000 | 164 |
| Corporate trust and agency accounts, managed assets | $1,473,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $303,068,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $123,206,000 | 195 |
| Personal trust and agency accounts, non-managed assets | $11,775,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $96,264,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $8,626,000 | 170 |
| Corporate trust and agency accounts, non-managed assets | $6,541,000 | 96 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,274,000 | 276 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $700,320,000 | 176 |
| Managed Assets ($) | $588,665,000 | 152 |
| Personal trust and agency accounts, managed assets | $267,900,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,430,000 | 212 |
| Employee benefit-defined benefit accounts, managed assets | $984,000 | 202 |
| Other employee benefit and retirement-related accounts, managed assets | $39,923,000 | 160 |
| Corporate trust and agency accounts, managed assets | $1,566,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $270,862,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $111,655,000 | 193 |
| Personal trust and agency accounts, non-managed assets | $12,055,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $85,919,000 | 111 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $7,493,000 | 174 |
| Corporate trust and agency accounts, non-managed assets | $6,188,000 | 95 |
| 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 | $37,421,000 | 271 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $733,505,000 | 181 |
| Managed Assets ($) | $613,477,000 | 153 |
| Personal trust and agency accounts, managed assets | $272,448,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,944,000 | 289 |
| Employee benefit-defined benefit accounts, managed assets | $963,000 | 321 |
| Other employee benefit and retirement-related accounts, managed assets | $42,193,000 | 161 |
| Corporate trust and agency accounts, managed assets | $1,179,000 | 134 |
| Investment management and investment advisory agency accounts, managed assets | $288,750,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $120,028,000 | 207 |
| Personal trust and agency accounts, non-managed assets | $14,362,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $91,606,000 | 113 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $7,664,000 | 295 |
| Corporate trust and agency accounts, non-managed assets | $6,396,000 | 130 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $163,816,000 | 189 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $772,442,000 | 183 |
| Managed Assets ($) | $645,505,000 | 154 |
| Personal trust and agency accounts, managed assets | $269,176,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,894,000 | 222 |
| Employee benefit-defined benefit accounts, managed assets | $1,039,000 | 211 |
| Other employee benefit and retirement-related accounts, managed assets | $45,015,000 | 165 |
| Corporate trust and agency accounts, managed assets | $997,000 | 72 |
| Investment management and investment advisory agency accounts, managed assets | $320,384,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $126,937,000 | 202 |
| Personal trust and agency accounts, non-managed assets | $15,428,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $103,303,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $8,137,000 | 192 |
| Corporate trust and agency accounts, non-managed assets | $69,000 | 153 |
| 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 | $46,134,000 | 279 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $807,185,000 | 191 |
| Managed Assets ($) | $671,009,000 | 158 |
| Personal trust and agency accounts, managed assets | $289,885,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,175,000 | 221 |
| Employee benefit-defined benefit accounts, managed assets | $1,117,000 | 214 |
| Other employee benefit and retirement-related accounts, managed assets | $47,017,000 | 169 |
| Corporate trust and agency accounts, managed assets | $1,486,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $321,329,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $136,176,000 | 206 |
| Personal trust and agency accounts, non-managed assets | $15,863,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $110,617,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $9,506,000 | 186 |
| Corporate trust and agency accounts, non-managed assets | $190,000 | 148 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $48,034,000 | 279 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $812,525,000 | 197 |
| Managed Assets ($) | $683,710,000 | 162 |
| Personal trust and agency accounts, managed assets | $300,628,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,923,000 | 217 |
| Employee benefit-defined benefit accounts, managed assets | $999,000 | 214 |
| Other employee benefit and retirement-related accounts, managed assets | $46,549,000 | 165 |
| Corporate trust and agency accounts, managed assets | $1,115,000 | 72 |
| Investment management and investment advisory agency accounts, managed assets | $323,496,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $128,815,000 | 208 |
| Personal trust and agency accounts, non-managed assets | $6,149,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $113,647,000 | 115 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $8,915,000 | 187 |
| Corporate trust and agency accounts, non-managed assets | $104,000 | 153 |
| 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 | $57,060,000 | 274 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $832,083,000 | 197 |
| Managed Assets ($) | $699,836,000 | 160 |
| Personal trust and agency accounts, managed assets | $305,748,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,603,000 | 281 |
| Employee benefit-defined benefit accounts, managed assets | $2,250,000 | 302 |
| Other employee benefit and retirement-related accounts, managed assets | $47,864,000 | 165 |
| Corporate trust and agency accounts, managed assets | $1,045,000 | 146 |
| Investment management and investment advisory agency accounts, managed assets | $330,326,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $132,247,000 | 223 |
| Personal trust and agency accounts, non-managed assets | $6,235,000 | 369 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $116,970,000 | 116 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $8,952,000 | 291 |
| Corporate trust and agency accounts, non-managed assets | $90,000 | 289 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $65,785,000 | 320 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $832,806,000 | 193 |
| Managed Assets ($) | $686,972,000 | 163 |
| Personal trust and agency accounts, managed assets | $286,201,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,353,000 | 220 |
| Employee benefit-defined benefit accounts, managed assets | $3,167,000 | 185 |
| Other employee benefit and retirement-related accounts, managed assets | $47,877,000 | 167 |
| Corporate trust and agency accounts, managed assets | $1,162,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $335,212,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $145,834,000 | 201 |
| Personal trust and agency accounts, non-managed assets | $20,681,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $115,027,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
| Other retirement accounts, non-managed assets | $10,054,000 | 169 |
| Corporate trust and agency accounts, non-managed assets | $72,000 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $74,658,000 | 259 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $809,454,000 | 203 |
| Managed Assets ($) | $681,323,000 | 168 |
| Personal trust and agency accounts, managed assets | $292,612,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,612,000 | 228 |
| Employee benefit-defined benefit accounts, managed assets | $3,109,000 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $46,950,000 | 166 |
| Corporate trust and agency accounts, managed assets | $1,360,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $325,680,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $128,131,000 | 216 |
| Personal trust and agency accounts, non-managed assets | $6,175,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $112,213,000 | 118 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $9,553,000 | 183 |
| Corporate trust and agency accounts, non-managed assets | $190,000 | 157 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $89,074,000 | 252 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $808,906,000 | 201 |
| Managed Assets ($) | $685,421,000 | 165 |
| Personal trust and agency accounts, managed assets | $294,638,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,279,000 | 226 |
| Employee benefit-defined benefit accounts, managed assets | $3,061,000 | 195 |
| Other employee benefit and retirement-related accounts, managed assets | $47,595,000 | 157 |
| Corporate trust and agency accounts, managed assets | $1,216,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $327,632,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $123,485,000 | 218 |
| Personal trust and agency accounts, non-managed assets | $6,063,000 | 242 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $108,670,000 | 119 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $8,644,000 | 186 |
| Corporate trust and agency accounts, non-managed assets | $108,000 | 159 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $81,213,000 | 257 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $806,880,000 | 200 |
| Managed Assets ($) | $686,890,000 | 169 |
| Personal trust and agency accounts, managed assets | $303,902,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,178,000 | 300 |
| Employee benefit-defined benefit accounts, managed assets | $3,075,000 | 288 |
| Other employee benefit and retirement-related accounts, managed assets | $45,607,000 | 157 |
| Corporate trust and agency accounts, managed assets | $1,179,000 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $321,949,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $119,990,000 | 231 |
| Personal trust and agency accounts, non-managed assets | $6,290,000 | 359 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $105,895,000 | 115 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $7,735,000 | 311 |
| Corporate trust and agency accounts, non-managed assets | $70,000 | 308 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $80,947,000 | 293 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $795,001,000 | 205 |
| Managed Assets ($) | $683,825,000 | 171 |
| Personal trust and agency accounts, managed assets | $292,294,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,285,000 | 196 |
| Employee benefit-defined benefit accounts, managed assets | $3,053,000 | 199 |
| Other employee benefit and retirement-related accounts, managed assets | $42,198,000 | 164 |
| Corporate trust and agency accounts, managed assets | $1,879,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $325,116,000 | 132 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $111,176,000 | 232 |
| Personal trust and agency accounts, non-managed assets | $6,007,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $97,711,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $7,428,000 | 205 |
| Corporate trust and agency accounts, non-managed assets | $30,000 | 169 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $74,708,000 | 258 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $777,918,000 | 213 |
| Managed Assets ($) | $670,628,000 | 176 |
| Personal trust and agency accounts, managed assets | $287,781,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,619,000 | 203 |
| Employee benefit-defined benefit accounts, managed assets | $2,992,000 | 204 |
| Other employee benefit and retirement-related accounts, managed assets | $40,361,000 | 168 |
| Corporate trust and agency accounts, managed assets | $2,845,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $318,030,000 | 137 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $107,290,000 | 241 |
| Personal trust and agency accounts, non-managed assets | $5,546,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $94,236,000 | 125 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $7,339,000 | 207 |
| Corporate trust and agency accounts, non-managed assets | $169,000 | 162 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $74,708,000 | 260 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $785,206,000 | 215 |
| Managed Assets ($) | $677,182,000 | 175 |
| Personal trust and agency accounts, managed assets | $293,435,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,103,000 | 210 |
| Employee benefit-defined benefit accounts, managed assets | $3,006,000 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $39,565,000 | 168 |
| Corporate trust and agency accounts, managed assets | $4,346,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $317,727,000 | 137 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $108,024,000 | 242 |
| Personal trust and agency accounts, non-managed assets | $5,280,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $95,391,000 | 126 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $7,258,000 | 210 |
| Corporate trust and agency accounts, non-managed assets | $95,000 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $75,777,000 | 266 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $762,301,000 | 218 |
| Managed Assets ($) | $659,926,000 | 177 |
| Personal trust and agency accounts, managed assets | $288,405,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,259,000 | 249 |
| Employee benefit-defined benefit accounts, managed assets | $2,895,000 | 300 |
| Other employee benefit and retirement-related accounts, managed assets | $38,597,000 | 163 |
| Corporate trust and agency accounts, managed assets | $5,102,000 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $306,668,000 | 136 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $102,375,000 | 256 |
| Personal trust and agency accounts, non-managed assets | $4,808,000 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $91,178,000 | 128 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $6,318,000 | 344 |
| Corporate trust and agency accounts, non-managed assets | $71,000 | 322 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $78,733,000 | 298 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $734,130,000 | 217 |
| Managed Assets ($) | $632,853,000 | 177 |
| Personal trust and agency accounts, managed assets | $270,586,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,542,000 | 233 |
| Employee benefit-defined benefit accounts, managed assets | $2,290,000 | 215 |
| Other employee benefit and retirement-related accounts, managed assets | $36,679,000 | 167 |
| Corporate trust and agency accounts, managed assets | $5,973,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $306,783,000 | 132 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $101,277,000 | 233 |
| Personal trust and agency accounts, non-managed assets | $4,435,000 | 246 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $91,067,000 | 124 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
| Other retirement accounts, non-managed assets | $5,711,000 | 218 |
| Corporate trust and agency accounts, non-managed assets | $64,000 | 170 |
| 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 | $67,191,000 | 258 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $729,473,000 | 215 |
| Managed Assets ($) | $630,976,000 | 177 |
| Personal trust and agency accounts, managed assets | $257,441,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,590,000 | 238 |
| Employee benefit-defined benefit accounts, managed assets | $2,292,000 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $35,523,000 | 167 |
| Corporate trust and agency accounts, managed assets | $12,598,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $312,532,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $98,497,000 | 233 |
| Personal trust and agency accounts, non-managed assets | $4,377,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $88,128,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $5,804,000 | 220 |
| Corporate trust and agency accounts, non-managed assets | $188,000 | 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 | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $71,399,000 | 260 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $750,484,000 | 218 |
| Managed Assets ($) | $697,892,000 | 169 |
| Personal trust and agency accounts, managed assets | $282,282,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,066,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $1,565,000 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $33,808,000 | 170 |
| Corporate trust and agency accounts, managed assets | $8,851,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $313,320,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $52,592,000 | 284 |
| Personal trust and agency accounts, non-managed assets | $4,521,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $42,293,000 | 166 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $5,743,000 | 222 |
| Corporate trust and agency accounts, non-managed assets | $35,000 | 177 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $65,656,000 | 268 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $766,575,000 | 215 |
| Managed Assets ($) | $711,138,000 | 161 |
| Personal trust and agency accounts, managed assets | $286,469,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,496,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $2,069,000 | 330 |
| Other employee benefit and retirement-related accounts, managed assets | $36,211,000 | 167 |
| Corporate trust and agency accounts, managed assets | $5,999,000 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $321,894,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $55,437,000 | 324 |
| Personal trust and agency accounts, non-managed assets | $4,235,000 | 407 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $44,619,000 | 181 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $6,548,000 | 338 |
| Corporate trust and agency accounts, non-managed assets | $35,000 | 336 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $64,671,000 | 311 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $751,540,000 | 205 |
| Managed Assets ($) | $700,376,000 | 154 |
| Personal trust and agency accounts, managed assets | $285,374,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,942,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 243 |
| Other employee benefit and retirement-related accounts, managed assets | $34,460,000 | 165 |
| Corporate trust and agency accounts, managed assets | $8,678,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $313,922,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $51,164,000 | 281 |
| Personal trust and agency accounts, non-managed assets | $4,310,000 | 251 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $40,040,000 | 170 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $6,768,000 | 210 |
| Corporate trust and agency accounts, non-managed assets | $46,000 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $63,311,000 | 268 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $732,690,000 | 212 |
| Managed Assets ($) | $682,134,000 | 157 |
| Personal trust and agency accounts, managed assets | $283,871,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,656,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $33,647,000 | 168 |
| Corporate trust and agency accounts, managed assets | $1,915,000 | 73 |
| Investment management and investment advisory agency accounts, managed assets | $309,045,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $50,556,000 | 292 |
| Personal trust and agency accounts, non-managed assets | $4,418,000 | 260 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $39,581,000 | 170 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $6,423,000 | 217 |
| Corporate trust and agency accounts, non-managed assets | $134,000 | 170 |
| 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 | $63,549,000 | 271 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $726,658,000 | 213 |
| Managed Assets ($) | $675,476,000 | 161 |
| Personal trust and agency accounts, managed assets | $289,306,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,758,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $31,895,000 | 172 |
| Corporate trust and agency accounts, managed assets | $2,337,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $298,180,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $51,182,000 | 290 |
| Personal trust and agency accounts, non-managed assets | $5,477,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $40,824,000 | 168 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $4,832,000 | 236 |
| Corporate trust and agency accounts, non-managed assets | $49,000 | 180 |
| 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 | $64,148,000 | 276 |
| 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 | $721,777,000 | 216 |
| Managed Assets ($) | $670,751,000 | 163 |
| Personal trust and agency accounts, managed assets | $286,409,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,497,000 | 143 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 448 |
| Other employee benefit and retirement-related accounts, managed assets | $29,949,000 | 185 |
| Corporate trust and agency accounts, managed assets | $2,682,000 | 140 |
| Investment management and investment advisory agency accounts, managed assets | $301,214,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $51,026,000 | 354 |
| Personal trust and agency accounts, non-managed assets | $5,289,000 | 394 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $40,592,000 | 190 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $5,119,000 | 390 |
| Corporate trust and agency accounts, non-managed assets | $26,000 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $66,118,000 | 326 |
| 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 | $736,814,000 | 213 |
| Managed Assets ($) | $688,378,000 | 164 |
| Personal trust and agency accounts, managed assets | $317,215,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,810,000 | 142 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 256 |
| Other employee benefit and retirement-related accounts, managed assets | $28,940,000 | 182 |
| Corporate trust and agency accounts, managed assets | $5,789,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $288,624,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $48,436,000 | 303 |
| Personal trust and agency accounts, non-managed assets | $5,386,000 | 262 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,826,000 | 182 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $5,164,000 | 242 |
| Corporate trust and agency accounts, non-managed assets | $60,000 | 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 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $64,863,000 | 285 |
| 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 | $695,279,000 | 229 |
| Managed Assets ($) | $648,176,000 | 169 |
| Personal trust and agency accounts, managed assets | $283,070,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,718,000 | 148 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $28,286,000 | 179 |
| Corporate trust and agency accounts, managed assets | $2,396,000 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $287,706,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $47,103,000 | 303 |
| Personal trust and agency accounts, non-managed assets | $5,429,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,054,000 | 182 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $5,363,000 | 238 |
| Corporate trust and agency accounts, non-managed assets | $257,000 | 176 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $65,504,000 | 292 |
| 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 | $772,190,000 | 212 |
| Managed Assets ($) | $727,796,000 | 155 |
| Personal trust and agency accounts, managed assets | $396,167,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,423,000 | 155 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 261 |
| Other employee benefit and retirement-related accounts, managed assets | $26,820,000 | 179 |
| Corporate trust and agency accounts, managed assets | $2,338,000 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $260,048,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $44,394,000 | 307 |
| Personal trust and agency accounts, non-managed assets | $6,454,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $32,422,000 | 190 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $5,286,000 | 231 |
| Corporate trust and agency accounts, non-managed assets | $232,000 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $64,641,000 | 289 |
| 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 | $669,406,000 | 231 |
| Managed Assets ($) | $625,499,000 | 172 |
| Personal trust and agency accounts, managed assets | $305,923,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,028,000 | 163 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 476 |
| Other employee benefit and retirement-related accounts, managed assets | $26,180,000 | 192 |
| Corporate trust and agency accounts, managed assets | $2,604,000 | 165 |
| Investment management and investment advisory agency accounts, managed assets | $248,764,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $43,907,000 | 372 |
| Personal trust and agency accounts, non-managed assets | $6,404,000 | 381 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,863,000 | 202 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $5,335,000 | 347 |
| Corporate trust and agency accounts, non-managed assets | $305,000 | 315 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $67,094,000 | 333 |
| 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 | $643,775,000 | 217 |
| Managed Assets ($) | $573,546,000 | 173 |
| Personal trust and agency accounts, managed assets | $306,158,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,656,000 | 272 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $24,567,000 | 189 |
| Corporate trust and agency accounts, managed assets | $1,940,000 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $224,225,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $70,229,000 | 284 |
| Personal trust and agency accounts, non-managed assets | $6,634,000 | 368 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $56,008,000 | 139 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $7,131,000 | 305 |
| Corporate trust and agency accounts, non-managed assets | $456,000 | 292 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $86,695,000 | 284 |
| 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 |