Home > Univest Bank and Trust Co. > Total Fiduciary and Related Assets
Univest Bank and Trust Co., 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 | $1,103,026,000 | 234 |
| Managed Assets ($) | $1,077,760,000 | 199 |
| Personal trust and agency accounts, managed assets | $332,391,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,000 | 404 |
| Employee benefit-defined benefit accounts, managed assets | $67,944,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $74,835,000 | 237 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $543,884,000 | 158 |
| Foundation and endowment trust and agency accounts, managed assets | $56,389,000 | 183 |
| Other fiduciary accounts, managed assets | $2,302,000 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $73,021,000 | 243 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $25,266,000 | 431 |
| Personal trust and agency accounts, non-managed assets | $1,307,000 | 464 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $854,000 | 310 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,618,000 | 84 |
| Other retirement accounts, non-managed assets | $3,567,000 | 378 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $920,000 | 253 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 245 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $208,753,000 | 194 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,533,000 | 414 |
| 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 | $1,018,719,000 | 239 |
| Managed Assets ($) | $995,261,000 | 202 |
| Personal trust and agency accounts, managed assets | $307,434,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,000 | 276 |
| Employee benefit-defined benefit accounts, managed assets | $63,019,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $67,655,000 | 219 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $503,393,000 | 156 |
| Foundation and endowment trust and agency accounts, managed assets | $51,595,000 | 174 |
| Other fiduciary accounts, managed assets | $2,151,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $65,974,000 | 217 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,458,000 | 300 |
| Personal trust and agency accounts, non-managed assets | $1,198,000 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $843,000 | 217 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,071,000 | 79 |
| Other retirement accounts, non-managed assets | $3,485,000 | 227 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $861,000 | 172 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 192 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $174,649,000 | 186 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,452,000 | 239 |
| 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 | $1,051,045,000 | 233 |
| Managed Assets ($) | $1,026,501,000 | 197 |
| Personal trust and agency accounts, managed assets | $313,424,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,000 | 323 |
| Employee benefit-defined benefit accounts, managed assets | $90,177,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $69,014,000 | 236 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $497,323,000 | 153 |
| Foundation and endowment trust and agency accounts, managed assets | $54,283,000 | 178 |
| Other fiduciary accounts, managed assets | $2,266,000 | 69 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $67,278,000 | 237 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,544,000 | 353 |
| Personal trust and agency accounts, non-managed assets | $1,237,000 | 326 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $833,000 | 250 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,830,000 | 82 |
| Other retirement accounts, non-managed assets | $3,758,000 | 261 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $886,000 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $169,528,000 | 189 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,725,000 | 279 |
| 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 | $1,024,886,000 | 242 |
| Managed Assets ($) | $1,000,649,000 | 207 |
| Personal trust and agency accounts, managed assets | $309,912,000 | 199 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,000 | 241 |
| Employee benefit-defined benefit accounts, managed assets | $87,903,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $67,753,000 | 223 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $479,130,000 | 165 |
| Foundation and endowment trust and agency accounts, managed assets | $53,697,000 | 175 |
| Other fiduciary accounts, managed assets | $2,237,000 | 60 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $66,066,000 | 220 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,237,000 | 307 |
| Personal trust and agency accounts, non-managed assets | $1,195,000 | 276 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $823,000 | 215 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,330,000 | 83 |
| Other retirement accounts, non-managed assets | $4,008,000 | 221 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $881,000 | 175 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $161,841,000 | 188 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,957,000 | 245 |
| 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 | $991,336,000 | 244 |
| Managed Assets ($) | $968,482,000 | 209 |
| Personal trust and agency accounts, managed assets | $299,719,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,811,000 | 316 |
| Employee benefit-defined benefit accounts, managed assets | $85,343,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $69,227,000 | 240 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $457,961,000 | 164 |
| Foundation and endowment trust and agency accounts, managed assets | $52,041,000 | 189 |
| Other fiduciary accounts, managed assets | $2,380,000 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $67,518,000 | 233 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $22,854,000 | 450 |
| Personal trust and agency accounts, non-managed assets | $1,195,000 | 463 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $814,000 | 325 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,767,000 | 87 |
| Other retirement accounts, non-managed assets | $3,181,000 | 379 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $897,000 | 264 |
| 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 | $142,829,000 | 221 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,148,000 | 444 |
| 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 | $962,202,000 | 238 |
| Managed Assets ($) | $940,602,000 | 203 |
| Personal trust and agency accounts, managed assets | $287,523,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,598,000 | 225 |
| Employee benefit-defined benefit accounts, managed assets | $91,041,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $68,639,000 | 222 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $442,584,000 | 159 |
| Foundation and endowment trust and agency accounts, managed assets | $47,087,000 | 181 |
| Other fiduciary accounts, managed assets | $2,130,000 | 66 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $67,035,000 | 217 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,600,000 | 323 |
| Personal trust and agency accounts, non-managed assets | $1,074,000 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $882,000 | 229 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,736,000 | 86 |
| Other retirement accounts, non-managed assets | $3,095,000 | 241 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $813,000 | 178 |
| 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 | $81,917,000 | 226 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,991,000 | 262 |
| 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 | $1,013,320,000 | 203 |
| Managed Assets ($) | $990,383,000 | 173 |
| Personal trust and agency accounts, managed assets | $300,926,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,530,000 | 250 |
| Employee benefit-defined benefit accounts, managed assets | $96,780,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $71,870,000 | 218 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $466,400,000 | 143 |
| Foundation and endowment trust and agency accounts, managed assets | $50,599,000 | 174 |
| Other fiduciary accounts, managed assets | $2,278,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $70,169,000 | 213 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,937,000 | 333 |
| Personal trust and agency accounts, non-managed assets | $1,162,000 | 295 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $878,000 | 249 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,836,000 | 78 |
| Other retirement accounts, non-managed assets | $3,178,000 | 257 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $883,000 | 185 |
| 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 | $87,416,000 | 217 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,072,000 | 289 |
| 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 | $1,129,951,000 | 203 |
| Managed Assets ($) | $1,103,689,000 | 171 |
| Personal trust and agency accounts, managed assets | $345,095,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,683,000 | 223 |
| Employee benefit-defined benefit accounts, managed assets | $109,419,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $83,290,000 | 210 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $503,400,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | $58,248,000 | 158 |
| Other fiduciary accounts, managed assets | $2,554,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $81,384,000 | 205 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $26,262,000 | 283 |
| Personal trust and agency accounts, non-managed assets | $1,300,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $881,000 | 218 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,379,000 | 79 |
| Other retirement accounts, non-managed assets | $3,686,000 | 221 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $1,016,000 | 156 |
| 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 | $87,588,000 | 203 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,554,000 | 249 |
| 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 | $1,193,190,000 | 205 |
| Managed Assets ($) | $1,166,071,000 | 171 |
| Personal trust and agency accounts, managed assets | $354,781,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,787,000 | 327 |
| Employee benefit-defined benefit accounts, managed assets | $116,792,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $95,346,000 | 211 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $532,425,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | $62,374,000 | 166 |
| Other fiduciary accounts, managed assets | $2,566,000 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $93,342,000 | 204 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $27,119,000 | 412 |
| Personal trust and agency accounts, non-managed assets | $1,315,000 | 435 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $875,000 | 323 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,454,000 | 86 |
| Other retirement accounts, non-managed assets | $4,475,000 | 348 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $111,161,000 | 229 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,341,000 | 413 |
| 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 | $1,160,557,000 | 204 |
| Managed Assets ($) | $1,131,898,000 | 171 |
| Personal trust and agency accounts, managed assets | $335,741,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,704,000 | 225 |
| Employee benefit-defined benefit accounts, managed assets | $111,714,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $95,574,000 | 198 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $526,859,000 | 144 |
| Foundation and endowment trust and agency accounts, managed assets | $57,979,000 | 158 |
| Other fiduciary accounts, managed assets | $2,327,000 | 60 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $93,646,000 | 190 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,659,000 | 269 |
| Personal trust and agency accounts, non-managed assets | $1,241,000 | 246 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $872,000 | 218 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,730,000 | 83 |
| Other retirement accounts, non-managed assets | $6,816,000 | 190 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| 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 | $92,059,000 | 201 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,686,000 | 211 |
| 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 | $1,175,980,000 | 202 |
| Managed Assets ($) | $1,145,982,000 | 170 |
| Personal trust and agency accounts, managed assets | $337,890,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,736,000 | 260 |
| Employee benefit-defined benefit accounts, managed assets | $113,552,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $101,191,000 | 200 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $530,253,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | $58,909,000 | 163 |
| Other fiduciary accounts, managed assets | $2,451,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $99,248,000 | 195 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,998,000 | 313 |
| Personal trust and agency accounts, non-managed assets | $2,503,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $872,000 | 250 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,885,000 | 86 |
| Other retirement accounts, non-managed assets | $6,738,000 | 213 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| 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 | $93,875,000 | 214 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,607,000 | 245 |
| 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 | $1,168,166,000 | 201 |
| Managed Assets ($) | $1,139,534,000 | 170 |
| Personal trust and agency accounts, managed assets | $313,129,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,579,000 | 231 |
| Employee benefit-defined benefit accounts, managed assets | $109,290,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $105,033,000 | 186 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $550,821,000 | 136 |
| Foundation and endowment trust and agency accounts, managed assets | $57,239,000 | 157 |
| Other fiduciary accounts, managed assets | $2,443,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $103,181,000 | 180 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,632,000 | 269 |
| Personal trust and agency accounts, non-managed assets | $1,351,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $871,000 | 216 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,964,000 | 81 |
| Other retirement accounts, non-managed assets | $7,100,000 | 186 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $346,000 | 167 |
| 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 | $92,298,000 | 199 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,966,000 | 209 |
| 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 | $1,149,478,000 | 201 |
| Managed Assets ($) | $1,121,455,000 | 169 |
| Personal trust and agency accounts, managed assets | $303,406,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,512,000 | 343 |
| Employee benefit-defined benefit accounts, managed assets | $106,405,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $105,828,000 | 187 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $546,838,000 | 136 |
| Foundation and endowment trust and agency accounts, managed assets | $55,161,000 | 165 |
| Other fiduciary accounts, managed assets | $2,305,000 | 97 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $104,006,000 | 183 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $28,023,000 | 395 |
| Personal trust and agency accounts, non-managed assets | $1,269,000 | 428 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $860,000 | 331 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,439,000 | 89 |
| Other retirement accounts, non-managed assets | $7,108,000 | 281 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $327,000 | 290 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,000 | 180 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $96,202,000 | 230 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,004,000 | 336 |
| 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 | $1,078,375,000 | 199 |
| Managed Assets ($) | $1,052,943,000 | 167 |
| Personal trust and agency accounts, managed assets | $283,506,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,388,000 | 232 |
| Employee benefit-defined benefit accounts, managed assets | $96,726,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $100,778,000 | 176 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $518,691,000 | 136 |
| Foundation and endowment trust and agency accounts, managed assets | $49,720,000 | 156 |
| Other fiduciary accounts, managed assets | $2,134,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $99,103,000 | 172 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,432,000 | 278 |
| Personal trust and agency accounts, non-managed assets | $1,031,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $850,000 | 221 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,866,000 | 84 |
| Other retirement accounts, non-managed assets | $6,377,000 | 191 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $307,000 | 170 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,000 | 131 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $94,571,000 | 189 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,284,000 | 215 |
| 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 | $1,098,430,000 | 199 |
| Managed Assets ($) | $1,049,012,000 | 166 |
| Personal trust and agency accounts, managed assets | $268,195,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,224,000 | 144 |
| Employee benefit-defined benefit accounts, managed assets | $93,183,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $98,824,000 | 176 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $516,010,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | $47,577,000 | 168 |
| Other fiduciary accounts, managed assets | $1,999,000 | 72 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $97,185,000 | 171 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $49,418,000 | 287 |
| Personal trust and agency accounts, non-managed assets | $1,004,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,526,000 | 182 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,088,000 | 88 |
| Other retirement accounts, non-managed assets | $7,494,000 | 199 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $306,000 | 198 |
| 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 | $97,949,000 | 202 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,406,000 | 227 |
| 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 | $1,014,612,000 | 196 |
| Managed Assets ($) | $969,986,000 | 161 |
| Personal trust and agency accounts, managed assets | $248,168,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,832,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $83,166,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $92,143,000 | 164 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $479,275,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | $42,595,000 | 157 |
| Other fiduciary accounts, managed assets | $1,807,000 | 70 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $90,695,000 | 160 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $44,626,000 | 256 |
| Personal trust and agency accounts, non-managed assets | $908,000 | 253 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,467,000 | 165 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,295,000 | 85 |
| Other retirement accounts, non-managed assets | $6,647,000 | 182 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $309,000 | 170 |
| 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 | $93,040,000 | 185 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,571,000 | 207 |
| 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 | $1,141,122,000 | 196 |
| Managed Assets ($) | $1,087,501,000 | 164 |
| Personal trust and agency accounts, managed assets | $267,976,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,499,000 | 146 |
| Employee benefit-defined benefit accounts, managed assets | $97,782,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $105,419,000 | 175 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $535,373,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | $51,266,000 | 166 |
| Other fiduciary accounts, managed assets | $2,186,000 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $103,750,000 | 167 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $53,621,000 | 320 |
| Personal trust and agency accounts, non-managed assets | $1,135,000 | 449 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,288,000 | 197 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,717,000 | 88 |
| Other retirement accounts, non-managed assets | $9,198,000 | 247 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $283,000 | 300 |
| 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 | $99,057,000 | 223 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,114,000 | 295 |
| 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 | $1,111,272,000 | 196 |
| Managed Assets ($) | $1,060,126,000 | 163 |
| Personal trust and agency accounts, managed assets | $247,994,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,623,000 | 133 |
| Employee benefit-defined benefit accounts, managed assets | $93,157,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $106,796,000 | 164 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $537,554,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | $36,782,000 | 171 |
| Other fiduciary accounts, managed assets | $12,220,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $105,200,000 | 160 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $51,146,000 | 257 |
| Personal trust and agency accounts, non-managed assets | $1,055,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,218,000 | 169 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,898,000 | 85 |
| Other retirement accounts, non-managed assets | $8,975,000 | 172 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $99,776,000 | 189 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,891,000 | 196 |
| 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 | $1,121,172,000 | 194 |
| Managed Assets ($) | $1,070,976,000 | 159 |
| Personal trust and agency accounts, managed assets | $249,175,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,847,000 | 142 |
| Employee benefit-defined benefit accounts, managed assets | $92,550,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $106,908,000 | 163 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $547,181,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | $37,070,000 | 182 |
| Other fiduciary accounts, managed assets | $13,245,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $105,323,000 | 159 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $50,196,000 | 280 |
| Personal trust and agency accounts, non-managed assets | $1,044,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,167,000 | 180 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,850,000 | 90 |
| Other retirement accounts, non-managed assets | $9,135,000 | 181 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $96,166,000 | 201 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,052,000 | 211 |
| 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 | $1,095,035,000 | 195 |
| Managed Assets ($) | $1,046,018,000 | 159 |
| Personal trust and agency accounts, managed assets | $245,196,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,167,000 | 147 |
| Employee benefit-defined benefit accounts, managed assets | $90,669,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $103,954,000 | 159 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $531,970,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | $38,080,000 | 180 |
| Other fiduciary accounts, managed assets | $12,982,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $102,419,000 | 158 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $49,017,000 | 285 |
| Personal trust and agency accounts, non-managed assets | $1,036,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,477,000 | 187 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,512,000 | 91 |
| Other retirement accounts, non-managed assets | $8,992,000 | 183 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $94,807,000 | 201 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,909,000 | 213 |
| 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 | $1,047,604,000 | 195 |
| Managed Assets ($) | $1,002,950,000 | 158 |
| Personal trust and agency accounts, managed assets | $232,702,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,146,000 | 159 |
| Employee benefit-defined benefit accounts, managed assets | $92,199,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $97,937,000 | 158 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $511,499,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | $35,414,000 | 184 |
| Other fiduciary accounts, managed assets | $12,053,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $96,499,000 | 152 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $44,654,000 | 348 |
| Personal trust and agency accounts, non-managed assets | $963,000 | 456 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,315,000 | 205 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,144,000 | 97 |
| Other retirement accounts, non-managed assets | $8,232,000 | 253 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $92,517,000 | 218 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,167,000 | 308 |
| 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 | $1,112,458,000 | 196 |
| Managed Assets ($) | $1,063,389,000 | 156 |
| Personal trust and agency accounts, managed assets | $248,299,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,543,000 | 149 |
| Employee benefit-defined benefit accounts, managed assets | $101,676,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $108,336,000 | 156 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $529,844,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | $39,105,000 | 171 |
| Other fiduciary accounts, managed assets | $13,586,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $106,791,000 | 153 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $49,069,000 | 288 |
| Personal trust and agency accounts, non-managed assets | $1,052,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,895,000 | 187 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,536,000 | 94 |
| Other retirement accounts, non-managed assets | $9,586,000 | 173 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $84,844,000 | 203 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,512,000 | 208 |
| 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 | $1,093,425,000 | 196 |
| Managed Assets ($) | $1,046,465,000 | 155 |
| Personal trust and agency accounts, managed assets | $244,578,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,295,000 | 156 |
| Employee benefit-defined benefit accounts, managed assets | $95,786,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $108,493,000 | 153 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $524,551,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | $38,503,000 | 172 |
| Other fiduciary accounts, managed assets | $13,259,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $107,000,000 | 149 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $46,960,000 | 288 |
| Personal trust and agency accounts, non-managed assets | $1,014,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,436,000 | 189 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,160,000 | 96 |
| Other retirement accounts, non-managed assets | $9,320,000 | 176 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $30,000 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $84,114,000 | 207 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,250,000 | 206 |
| 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 | $1,113,827,000 | 188 |
| Managed Assets ($) | $1,067,201,000 | 152 |
| Personal trust and agency accounts, managed assets | $245,802,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,221,000 | 162 |
| Employee benefit-defined benefit accounts, managed assets | $116,907,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $107,942,000 | 152 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $524,870,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | $39,203,000 | 168 |
| Other fiduciary accounts, managed assets | $13,256,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $106,477,000 | 145 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $46,626,000 | 288 |
| Personal trust and agency accounts, non-managed assets | $996,000 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,912,000 | 189 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,155,000 | 95 |
| Other retirement accounts, non-managed assets | $9,533,000 | 177 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $30,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $90,446,000 | 207 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,456,000 | 206 |
| 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 | $1,296,570,000 | 173 |
| Managed Assets ($) | $1,104,211,000 | 148 |
| Personal trust and agency accounts, managed assets | $244,963,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,332,000 | 188 |
| Employee benefit-defined benefit accounts, managed assets | $118,305,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $112,633,000 | 147 |
| Corporate trust and agency accounts, managed assets | $14,306,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $542,413,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | $39,910,000 | 171 |
| Other fiduciary accounts, managed assets | $14,349,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $111,076,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $192,359,000 | 187 |
| Personal trust and agency accounts, non-managed assets | $1,024,000 | 464 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,165,000 | 204 |
| Employee benefit-defined benefit accounts, non-managed Assets | $153,283,000 | 55 |
| Other retirement accounts, non-managed assets | $13,857,000 | 205 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
| Other fiduciary accounts, non-managed assets | $30,000 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $90,772,000 | 229 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,994,000 | 233 |
| 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 | $1,264,764,000 | 172 |
| Managed Assets ($) | $1,210,599,000 | 139 |
| Personal trust and agency accounts, managed assets | $244,124,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,552,000 | 168 |
| Employee benefit-defined benefit accounts, managed assets | $113,728,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $110,646,000 | 146 |
| Corporate trust and agency accounts, managed assets | $138,479,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $534,193,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $38,820,000 | 163 |
| Other fiduciary accounts, managed assets | $14,057,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $109,139,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $54,165,000 | 271 |
| Personal trust and agency accounts, non-managed assets | $998,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,195,000 | 184 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,972,000 | 93 |
| Other retirement accounts, non-managed assets | $15,000,000 | 147 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $85,903,000 | 211 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,939,000 | 162 |
| 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 | $1,228,455,000 | 169 |
| Managed Assets ($) | $1,174,905,000 | 134 |
| Personal trust and agency accounts, managed assets | $240,034,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,502,000 | 153 |
| Employee benefit-defined benefit accounts, managed assets | $108,276,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $110,401,000 | 142 |
| Corporate trust and agency accounts, managed assets | $128,869,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $515,047,000 | 113 |
| Foundation and endowment trust and agency accounts, managed assets | $38,058,000 | 163 |
| Other fiduciary accounts, managed assets | $13,718,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $108,599,000 | 134 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $53,550,000 | 272 |
| Personal trust and agency accounts, non-managed assets | $968,000 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,541,000 | 182 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,589,000 | 92 |
| Other retirement accounts, non-managed assets | $14,450,000 | 150 |
| Corporate trust and agency accounts, non-managed assets | $2,000 | 118 |
| 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 | $80,225,000 | 212 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,390,000 | 166 |
| 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 | $1,207,600,000 | 168 |
| Managed Assets ($) | $1,152,721,000 | 132 |
| Personal trust and agency accounts, managed assets | $229,655,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,111,000 | 164 |
| Employee benefit-defined benefit accounts, managed assets | $106,293,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $108,274,000 | 138 |
| Corporate trust and agency accounts, managed assets | $136,149,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $502,503,000 | 113 |
| Foundation and endowment trust and agency accounts, managed assets | $37,193,000 | 165 |
| Other fiduciary accounts, managed assets | $13,543,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $106,538,000 | 133 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $54,879,000 | 267 |
| Personal trust and agency accounts, non-managed assets | $964,000 | 276 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,009,000 | 179 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,441,000 | 92 |
| Other retirement accounts, non-managed assets | $14,455,000 | 148 |
| Corporate trust and agency accounts, non-managed assets | $10,000 | 115 |
| 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 | $77,550,000 | 209 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,394,000 | 162 |
| 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 | $1,190,580,000 | 167 |
| Managed Assets ($) | $1,136,384,000 | 129 |
| Personal trust and agency accounts, managed assets | $232,909,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,188,000 | 182 |
| Employee benefit-defined benefit accounts, managed assets | $103,375,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $108,582,000 | 136 |
| Corporate trust and agency accounts, managed assets | $135,105,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $486,495,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | $37,505,000 | 166 |
| Other fiduciary accounts, managed assets | $13,225,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $106,719,000 | 127 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $54,196,000 | 311 |
| Personal trust and agency accounts, non-managed assets | $953,000 | 485 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,026,000 | 196 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,201,000 | 99 |
| Other retirement accounts, non-managed assets | $14,998,000 | 184 |
| Corporate trust and agency accounts, non-managed assets | $10,000 | 206 |
| 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 | $8,000 | 158 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $102,439,000 | 215 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,958,000 | 212 |
| 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 | $1,338,073,000 | 153 |
| Managed Assets ($) | $1,270,310,000 | 124 |
| Personal trust and agency accounts, managed assets | $261,096,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,884,000 | 169 |
| Employee benefit-defined benefit accounts, managed assets | $104,205,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $106,713,000 | 136 |
| Corporate trust and agency accounts, managed assets | $246,407,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $491,272,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | $24,575,000 | 189 |
| Other fiduciary accounts, managed assets | $20,158,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $104,752,000 | 127 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $67,763,000 | 256 |
| Personal trust and agency accounts, non-managed assets | $11,176,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,173,000 | 174 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,997,000 | 95 |
| Other retirement accounts, non-managed assets | $15,005,000 | 144 |
| Corporate trust and agency accounts, non-managed assets | $11,000 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $9,000 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,384,000 | 101 |
| Other fiduciary accounts, non-managed assets | $8,000 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $72,997,000 | 214 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,967,000 | 155 |
| 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 | $1,288,233,000 | 157 |
| Managed Assets ($) | $1,219,989,000 | 125 |
| Personal trust and agency accounts, managed assets | $260,226,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,729,000 | 174 |
| Employee benefit-defined benefit accounts, managed assets | $100,336,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $105,097,000 | 135 |
| Corporate trust and agency accounts, managed assets | $211,132,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $480,766,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | $24,079,000 | 188 |
| Other fiduciary accounts, managed assets | $23,624,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $103,186,000 | 129 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $68,244,000 | 254 |
| Personal trust and agency accounts, non-managed assets | $11,506,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,322,000 | 176 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,763,000 | 94 |
| Other retirement accounts, non-managed assets | $15,211,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $10,000 | 122 |
| Investment management and advisory agency accounts, non-managed assets | $18,000 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,406,000 | 103 |
| Other fiduciary accounts, non-managed assets | $8,000 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $224,688,000 | 140 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,175,000 | 154 |
| 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 | $1,275,344,000 | 158 |
| Managed Assets ($) | $1,207,281,000 | 127 |
| Personal trust and agency accounts, managed assets | $262,812,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,688,000 | 172 |
| Employee benefit-defined benefit accounts, managed assets | $99,643,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $104,031,000 | 134 |
| Corporate trust and agency accounts, managed assets | $215,541,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $461,592,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | $24,077,000 | 185 |
| Other fiduciary accounts, managed assets | $23,897,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $102,183,000 | 123 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $68,063,000 | 255 |
| Personal trust and agency accounts, non-managed assets | $11,306,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,338,000 | 176 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,708,000 | 97 |
| Other retirement accounts, non-managed assets | $15,510,000 | 139 |
| Corporate trust and agency accounts, non-managed assets | $11,000 | 124 |
| Investment management and advisory agency accounts, non-managed assets | $859,000 | 173 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,323,000 | 100 |
| Other fiduciary accounts, non-managed assets | $8,000 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $221,225,000 | 143 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,466,000 | 153 |
| 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 | $1,282,847,000 | 160 |
| Managed Assets ($) | $1,218,674,000 | 123 |
| Personal trust and agency accounts, managed assets | $257,219,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,855,000 | 194 |
| Employee benefit-defined benefit accounts, managed assets | $99,424,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $103,161,000 | 130 |
| Corporate trust and agency accounts, managed assets | $232,757,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $461,800,000 | 113 |
| Foundation and endowment trust and agency accounts, managed assets | $24,325,000 | 199 |
| Other fiduciary accounts, managed assets | $24,133,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $101,376,000 | 119 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $64,173,000 | 283 |
| Personal trust and agency accounts, non-managed assets | $8,886,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,393,000 | 207 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,710,000 | 101 |
| Other retirement accounts, non-managed assets | $15,862,000 | 176 |
| Corporate trust and agency accounts, non-managed assets | $66,000 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $942,000 | 271 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,306,000 | 120 |
| Other fiduciary accounts, non-managed assets | $8,000 | 158 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $212,447,000 | 160 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,826,000 | 207 |
| 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 | $1,260,956,000 | 156 |
| Managed Assets ($) | $1,201,079,000 | 121 |
| Personal trust and agency accounts, managed assets | $256,757,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,528,000 | 174 |
| Employee benefit-defined benefit accounts, managed assets | $95,777,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $101,434,000 | 129 |
| Corporate trust and agency accounts, managed assets | $223,283,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $458,637,000 | 111 |
| Foundation and endowment trust and agency accounts, managed assets | $25,699,000 | 182 |
| Other fiduciary accounts, managed assets | $23,964,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $99,678,000 | 117 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $59,877,000 | 264 |
| Personal trust and agency accounts, non-managed assets | $8,289,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,963,000 | 185 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,528,000 | 99 |
| Other retirement accounts, non-managed assets | $14,780,000 | 141 |
| Corporate trust and agency accounts, non-managed assets | $11,000 | 127 |
| Investment management and advisory agency accounts, non-managed assets | $59,000 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,239,000 | 106 |
| Other fiduciary accounts, non-managed assets | $8,000 | 90 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $214,282,000 | 149 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,746,000 | 160 |
| 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 | $1,287,199,000 | 158 |
| Managed Assets ($) | $1,233,375,000 | 124 |
| Personal trust and agency accounts, managed assets | $266,920,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,168,000 | 159 |
| Employee benefit-defined benefit accounts, managed assets | $101,128,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $103,869,000 | 131 |
| Corporate trust and agency accounts, managed assets | $215,006,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $456,782,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $28,355,000 | 179 |
| Other fiduciary accounts, managed assets | $38,147,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $102,036,000 | 120 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $53,824,000 | 277 |
| Personal trust and agency accounts, non-managed assets | $1,845,000 | 267 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,555,000 | 186 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,508,000 | 101 |
| Other retirement accounts, non-managed assets | $15,070,000 | 144 |
| Corporate trust and agency accounts, non-managed assets | $42,000 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $796,000 | 122 |
| Other fiduciary accounts, non-managed assets | $8,000 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $214,940,000 | 153 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,034,000 | 166 |
| 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 | $1,368,884,000 | 155 |
| Managed Assets ($) | $1,296,938,000 | 120 |
| Personal trust and agency accounts, managed assets | $265,304,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,581,000 | 159 |
| Employee benefit-defined benefit accounts, managed assets | $99,843,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $104,421,000 | 131 |
| Corporate trust and agency accounts, managed assets | $189,450,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $547,375,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $28,173,000 | 180 |
| Other fiduciary accounts, managed assets | $38,791,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $101,217,000 | 121 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $71,946,000 | 257 |
| Personal trust and agency accounts, non-managed assets | $1,709,000 | 269 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,813,000 | 182 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,633,000 | 100 |
| Other retirement accounts, non-managed assets | $15,104,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $17,904,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $775,000 | 123 |
| Other fiduciary accounts, non-managed assets | $8,000 | 90 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $224,048,000 | 149 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,059,000 | 166 |
| 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 | $1,344,644,000 | 152 |
| Managed Assets ($) | $1,272,696,000 | 120 |
| Personal trust and agency accounts, managed assets | $265,721,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,614,000 | 181 |
| Employee benefit-defined benefit accounts, managed assets | $98,915,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $102,549,000 | 131 |
| Corporate trust and agency accounts, managed assets | $182,555,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $535,047,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | $27,906,000 | 186 |
| Other fiduciary accounts, managed assets | $38,389,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $99,404,000 | 120 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $71,948,000 | 277 |
| Personal trust and agency accounts, non-managed assets | $982,000 | 514 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,626,000 | 207 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,546,000 | 106 |
| Other retirement accounts, non-managed assets | $15,145,000 | 188 |
| Corporate trust and agency accounts, non-managed assets | $17,870,000 | 79 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $771,000 | 151 |
| Other fiduciary accounts, non-managed assets | $8,000 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $218,921,000 | 165 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,110,000 | 224 |
| 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 | $1,337,439,000 | 151 |
| Managed Assets ($) | $1,266,129,000 | 119 |
| Personal trust and agency accounts, managed assets | $264,263,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,196,000 | 161 |
| Employee benefit-defined benefit accounts, managed assets | $95,790,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $97,470,000 | 134 |
| Corporate trust and agency accounts, managed assets | $190,716,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $532,833,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $27,336,000 | 175 |
| Other fiduciary accounts, managed assets | $35,525,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $94,618,000 | 122 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $71,310,000 | 260 |
| Personal trust and agency accounts, non-managed assets | $970,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,849,000 | 185 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,165,000 | 103 |
| Other retirement accounts, non-managed assets | $14,685,000 | 147 |
| Corporate trust and agency accounts, non-managed assets | $18,907,000 | 67 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $726,000 | 122 |
| Other fiduciary accounts, non-managed assets | $8,000 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $209,721,000 | 154 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,652,000 | 165 |
| 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 | $1,336,395,000 | 150 |
| Managed Assets ($) | $1,264,855,000 | 118 |
| Personal trust and agency accounts, managed assets | $250,391,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,104,000 | 162 |
| Employee benefit-defined benefit accounts, managed assets | $97,296,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $98,649,000 | 132 |
| Corporate trust and agency accounts, managed assets | $189,793,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $542,222,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | $27,448,000 | 178 |
| Other fiduciary accounts, managed assets | $35,952,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $95,788,000 | 119 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $71,540,000 | 254 |
| Personal trust and agency accounts, non-managed assets | $994,000 | 285 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,594,000 | 188 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,364,000 | 101 |
| Other retirement accounts, non-managed assets | $14,966,000 | 147 |
| Corporate trust and agency accounts, non-managed assets | $18,907,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $707,000 | 121 |
| Other fiduciary accounts, non-managed assets | $8,000 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $210,594,000 | 152 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,932,000 | 167 |
| 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 | $1,308,653,000 | 152 |
| Managed Assets ($) | $1,246,432,000 | 120 |
| Personal trust and agency accounts, managed assets | $246,089,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,395,000 | 159 |
| Employee benefit-defined benefit accounts, managed assets | $94,137,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $92,951,000 | 136 |
| Corporate trust and agency accounts, managed assets | $195,429,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $532,479,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | $26,665,000 | 175 |
| Other fiduciary accounts, managed assets | $35,287,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $90,170,000 | 123 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $62,221,000 | 263 |
| Personal trust and agency accounts, non-managed assets | $968,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,773,000 | 195 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,885,000 | 103 |
| Other retirement accounts, non-managed assets | $15,378,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $10,476,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $733,000 | 122 |
| Other fiduciary accounts, non-managed assets | $8,000 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $203,597,000 | 153 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,337,000 | 163 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,283,021,000 | 152 |
| Managed Assets ($) | $1,230,710,000 | 122 |
| Personal trust and agency accounts, managed assets | $242,583,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,216,000 | 174 |
| Employee benefit-defined benefit accounts, managed assets | $93,686,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $91,707,000 | 137 |
| Corporate trust and agency accounts, managed assets | $192,751,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $525,123,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $26,615,000 | 186 |
| Other fiduciary accounts, managed assets | $35,029,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $88,958,000 | 126 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $52,311,000 | 318 |
| Personal trust and agency accounts, non-managed assets | $965,000 | 529 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,796,000 | 224 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,616,000 | 106 |
| Other retirement accounts, non-managed assets | $16,253,000 | 177 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 252 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $672,000 | 154 |
| Other fiduciary accounts, non-managed assets | $8,000 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $196,347,000 | 165 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,217,000 | 211 |
| 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 | $1,284,319,000 | 146 |
| Managed Assets ($) | $1,218,958,000 | 116 |
| Personal trust and agency accounts, managed assets | $237,919,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,795,000 | 164 |
| Employee benefit-defined benefit accounts, managed assets | $87,769,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $88,794,000 | 132 |
| Corporate trust and agency accounts, managed assets | $205,767,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $516,809,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | $26,901,000 | 163 |
| Other fiduciary accounts, managed assets | $34,204,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $86,066,000 | 124 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $65,361,000 | 257 |
| Personal trust and agency accounts, non-managed assets | $0 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,164,000 | 185 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,719,000 | 92 |
| Other retirement accounts, non-managed assets | $15,827,000 | 136 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $643,000 | 122 |
| Other fiduciary accounts, non-managed assets | $8,000 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $203,837,000 | 154 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,792,000 | 154 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,284,085,000 | 144 |
| Managed Assets ($) | $1,202,607,000 | 114 |
| Personal trust and agency accounts, managed assets | $228,526,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,147,000 | 161 |
| Employee benefit-defined benefit accounts, managed assets | $81,329,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $83,463,000 | 134 |
| Corporate trust and agency accounts, managed assets | $205,318,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $524,911,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | $26,168,000 | 162 |
| Other fiduciary accounts, managed assets | $31,745,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $79,789,000 | 126 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $81,478,000 | 240 |
| Personal trust and agency accounts, non-managed assets | $0 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,276,000 | 185 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,371,000 | 94 |
| Other retirement accounts, non-managed assets | $16,988,000 | 133 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $17,196,000 | 75 |
| Foundation and endowment trust and agency accounts, non-managed assets | $639,000 | 123 |
| Other fiduciary accounts, non-managed assets | $8,000 | 85 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $206,180,000 | 152 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,907,000 | 152 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,287,753,000 | 146 |
| Managed Assets ($) | $1,209,515,000 | 114 |
| Personal trust and agency accounts, managed assets | $228,269,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,788,000 | 169 |
| Employee benefit-defined benefit accounts, managed assets | $81,774,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $84,973,000 | 132 |
| Corporate trust and agency accounts, managed assets | $218,347,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $515,306,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | $25,954,000 | 166 |
| Other fiduciary accounts, managed assets | $35,104,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $81,301,000 | 123 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $78,238,000 | 246 |
| Personal trust and agency accounts, non-managed assets | $0 | 329 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,266,000 | 186 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,286,000 | 96 |
| Other retirement accounts, non-managed assets | $16,760,000 | 131 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $17,300,000 | 77 |
| Foundation and endowment trust and agency accounts, non-managed assets | $623,000 | 125 |
| Other fiduciary accounts, non-managed assets | $3,000 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $216,109,000 | 149 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,671,000 | 152 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,253,067,000 | 145 |
| Managed Assets ($) | $1,173,514,000 | 114 |
| Personal trust and agency accounts, managed assets | $212,343,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,145,000 | 209 |
| Employee benefit-defined benefit accounts, managed assets | $78,228,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $78,381,000 | 136 |
| Corporate trust and agency accounts, managed assets | $226,879,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $505,887,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | $24,691,000 | 177 |
| Other fiduciary accounts, managed assets | $32,960,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $74,835,000 | 125 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $79,553,000 | 261 |
| Personal trust and agency accounts, non-managed assets | $0 | 842 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,051,000 | 209 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,957,000 | 101 |
| Other retirement accounts, non-managed assets | $16,758,000 | 163 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $17,235,000 | 85 |
| Foundation and endowment trust and agency accounts, non-managed assets | $549,000 | 157 |
| Other fiduciary accounts, non-managed assets | $3,000 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $216,109,000 | 162 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,681,000 | 201 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,243,572,000 | 144 |
| Managed Assets ($) | $1,161,792,000 | 116 |
| Personal trust and agency accounts, managed assets | $198,902,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,154,000 | 185 |
| Employee benefit-defined benefit accounts, managed assets | $76,107,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $79,433,000 | 133 |
| Corporate trust and agency accounts, managed assets | $240,226,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $496,294,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | $24,133,000 | 161 |
| Other fiduciary accounts, managed assets | $32,543,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $75,875,000 | 118 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $81,780,000 | 229 |
| Personal trust and agency accounts, non-managed assets | $0 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,980,000 | 177 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,690,000 | 103 |
| Other retirement accounts, non-managed assets | $19,436,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $26,038,000 | 67 |
| Foundation and endowment trust and agency accounts, non-managed assets | $633,000 | 122 |
| Other fiduciary accounts, non-managed assets | $3,000 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $213,614,000 | 152 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,349,000 | 135 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,173,337,000 | 145 |
| Managed Assets ($) | $1,092,826,000 | 115 |
| Personal trust and agency accounts, managed assets | $191,473,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,378,000 | 188 |
| Employee benefit-defined benefit accounts, managed assets | $65,653,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $76,755,000 | 128 |
| Corporate trust and agency accounts, managed assets | $219,738,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $470,825,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $23,302,000 | 162 |
| Other fiduciary accounts, managed assets | $31,702,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $73,176,000 | 119 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $80,511,000 | 231 |
| Personal trust and agency accounts, non-managed assets | $0 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,236,000 | 181 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,174,000 | 102 |
| Other retirement accounts, non-managed assets | $19,043,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $631,000 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $25,801,000 | 59 |
| Foundation and endowment trust and agency accounts, non-managed assets | $623,000 | 118 |
| Other fiduciary accounts, non-managed assets | $3,000 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $222,046,000 | 153 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,956,000 | 132 |
| 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 | $988,598,000 | 153 |
| Managed Assets ($) | $906,172,000 | 129 |
| Personal trust and agency accounts, managed assets | $189,692,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,538,000 | 190 |
| Employee benefit-defined benefit accounts, managed assets | $67,826,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $77,550,000 | 126 |
| Corporate trust and agency accounts, managed assets | $42,099,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $458,825,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $23,715,000 | 163 |
| Other fiduciary accounts, managed assets | $32,927,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $74,015,000 | 117 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $82,426,000 | 221 |
| Personal trust and agency accounts, non-managed assets | $0 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,812,000 | 181 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,443,000 | 100 |
| Other retirement accounts, non-managed assets | $19,250,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $1,206,000 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $26,077,000 | 60 |
| Foundation and endowment trust and agency accounts, non-managed assets | $635,000 | 118 |
| Other fiduciary accounts, non-managed assets | $3,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $215,920,000 | 154 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,164,000 | 136 |
| 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 | $957,026,000 | 151 |
| Managed Assets ($) | $879,392,000 | 128 |
| Personal trust and agency accounts, managed assets | $182,882,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,189,000 | 225 |
| Employee benefit-defined benefit accounts, managed assets | $64,028,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $71,259,000 | 126 |
| Corporate trust and agency accounts, managed assets | $52,549,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $440,807,000 | 92 |
| Foundation and endowment trust and agency accounts, managed assets | $22,348,000 | 174 |
| Other fiduciary accounts, managed assets | $33,330,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $67,878,000 | 116 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $77,634,000 | 254 |
| Personal trust and agency accounts, non-managed assets | $0 | 854 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,687,000 | 210 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,554,000 | 109 |
| Other retirement accounts, non-managed assets | $19,522,000 | 143 |
| Corporate trust and agency accounts, non-managed assets | $799,000 | 170 |
| Investment management and advisory agency accounts, non-managed assets | $24,516,000 | 65 |
| Foundation and endowment trust and agency accounts, non-managed assets | $553,000 | 152 |
| Other fiduciary accounts, non-managed assets | $3,000 | 193 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $197,266,000 | 171 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,424,000 | 173 |
| 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 | $923,964,000 | 154 |
| Managed Assets ($) | $849,797,000 | 128 |
| Personal trust and agency accounts, managed assets | $171,802,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,357,000 | 190 |
| Employee benefit-defined benefit accounts, managed assets | $57,336,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $71,763,000 | 124 |
| Corporate trust and agency accounts, managed assets | $47,462,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $435,538,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $21,204,000 | 159 |
| Other fiduciary accounts, managed assets | $33,335,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $68,342,000 | 109 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $74,167,000 | 227 |
| Personal trust and agency accounts, non-managed assets | $4,000 | 318 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,412,000 | 181 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,890,000 | 100 |
| Other retirement accounts, non-managed assets | $18,557,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $626,000 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $24,110,000 | 51 |
| Foundation and endowment trust and agency accounts, non-managed assets | $565,000 | 118 |
| Other fiduciary accounts, non-managed assets | $3,000 | 92 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $189,237,000 | 158 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,454,000 | 130 |
| 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 | $971,889,000 | 157 |
| Managed Assets ($) | $894,509,000 | 131 |
| Personal trust and agency accounts, managed assets | $186,945,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,552,000 | 192 |
| Employee benefit-defined benefit accounts, managed assets | $63,942,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $77,522,000 | 126 |
| Corporate trust and agency accounts, managed assets | $40,968,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $454,093,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | $23,228,000 | 153 |
| Other fiduciary accounts, managed assets | $35,259,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $73,930,000 | 110 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $77,380,000 | 230 |
| Personal trust and agency accounts, non-managed assets | $0 | 327 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,019,000 | 180 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,373,000 | 101 |
| Other retirement accounts, non-managed assets | $18,486,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $597,000 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $24,899,000 | 49 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,000 | 135 |
| Other fiduciary accounts, non-managed assets | $3,000 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $177,409,000 | 166 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,316,000 | 130 |
| 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 | $968,908,000 | 159 |
| Managed Assets ($) | $896,561,000 | 127 |
| Personal trust and agency accounts, managed assets | $191,979,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,363,000 | 171 |
| Employee benefit-defined benefit accounts, managed assets | $63,925,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $77,433,000 | 121 |
| Corporate trust and agency accounts, managed assets | $44,513,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $442,001,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $23,021,000 | 153 |
| Other fiduciary accounts, managed assets | $35,326,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 324 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $72,347,000 | 230 |
| Personal trust and agency accounts, non-managed assets | $0 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,397,000 | 194 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,414,000 | 102 |
| Other retirement accounts, non-managed assets | $18,424,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $987,000 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $25,042,000 | 47 |
| Foundation and endowment trust and agency accounts, non-managed assets | $80,000 | 126 |
| Other fiduciary accounts, non-managed assets | $3,000 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $175,605,000 | 165 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 324 |
| 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 | $960,282,000 | 160 |
| Managed Assets ($) | $888,249,000 | 131 |
| Personal trust and agency accounts, managed assets | $188,356,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,939,000 | 178 |
| Employee benefit-defined benefit accounts, managed assets | $61,877,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $73,985,000 | 120 |
| Corporate trust and agency accounts, managed assets | $41,528,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $430,596,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $22,678,000 | 171 |
| Other fiduciary accounts, managed assets | $48,290,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 654 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $72,033,000 | 267 |
| Personal trust and agency accounts, non-managed assets | $0 | 894 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,767,000 | 236 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,838,000 | 114 |
| Other retirement accounts, non-managed assets | $17,780,000 | 161 |
| Corporate trust and agency accounts, non-managed assets | $742,000 | 191 |
| Investment management and advisory agency accounts, non-managed assets | $24,826,000 | 53 |
| Foundation and endowment trust and agency accounts, non-managed assets | $80,000 | 183 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $172,005,000 | 181 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 793 |
| 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 | $908,412,000 | 161 |
| Managed Assets ($) | $838,371,000 | 133 |
| Personal trust and agency accounts, managed assets | $185,914,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,740,000 | 193 |
| Employee benefit-defined benefit accounts, managed assets | $55,990,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $71,494,000 | 120 |
| Corporate trust and agency accounts, managed assets | $17,588,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $426,485,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | $17,093,000 | 166 |
| Other fiduciary accounts, managed assets | $51,067,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 312 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $70,041,000 | 232 |
| Personal trust and agency accounts, non-managed assets | $0 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,589,000 | 194 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,968,000 | 102 |
| Other retirement accounts, non-managed assets | $17,148,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $614,000 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $25,647,000 | 42 |
| Foundation and endowment trust and agency accounts, non-managed assets | $75,000 | 129 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $157,782,000 | 167 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 306 |
| 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 | $865,425,000 | 157 |
| Managed Assets ($) | $799,109,000 | 128 |
| Personal trust and agency accounts, managed assets | $174,877,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,229,000 | 192 |
| Employee benefit-defined benefit accounts, managed assets | $51,641,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $66,969,000 | 118 |
| Corporate trust and agency accounts, managed assets | $16,094,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $410,992,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | $15,976,000 | 165 |
| Other fiduciary accounts, managed assets | $50,331,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 306 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $66,316,000 | 239 |
| Personal trust and agency accounts, non-managed assets | $0 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,022,000 | 194 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,526,000 | 105 |
| Other retirement accounts, non-managed assets | $15,748,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $533,000 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $25,399,000 | 40 |
| Foundation and endowment trust and agency accounts, non-managed assets | $88,000 | 124 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $151,094,000 | 166 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
| 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 | $888,727,000 | 162 |
| Managed Assets ($) | $818,101,000 | 131 |
| Personal trust and agency accounts, managed assets | $182,402,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,688,000 | 175 |
| Employee benefit-defined benefit accounts, managed assets | $55,728,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $67,973,000 | 121 |
| Corporate trust and agency accounts, managed assets | $17,447,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $408,786,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $16,790,000 | 167 |
| Other fiduciary accounts, managed assets | $51,287,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 310 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $70,626,000 | 242 |
| Personal trust and agency accounts, non-managed assets | $0 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,043,000 | 191 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,416,000 | 103 |
| Other retirement accounts, non-managed assets | $16,297,000 | 122 |
| Corporate trust and agency accounts, non-managed assets | $947,000 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $26,839,000 | 36 |
| Foundation and endowment trust and agency accounts, non-managed assets | $84,000 | 124 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $145,280,000 | 175 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
| 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 | $864,665,000 | 163 |
| Managed Assets ($) | $797,467,000 | 134 |
| Personal trust and agency accounts, managed assets | $179,020,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,693,000 | 203 |
| Employee benefit-defined benefit accounts, managed assets | $54,389,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $65,635,000 | 119 |
| Corporate trust and agency accounts, managed assets | $18,646,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $396,173,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | $16,315,000 | 181 |
| Other fiduciary accounts, managed assets | $50,596,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 654 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $67,198,000 | 277 |
| Personal trust and agency accounts, non-managed assets | $0 | 920 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,674,000 | 242 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,879,000 | 114 |
| Other retirement accounts, non-managed assets | $15,798,000 | 168 |
| Corporate trust and agency accounts, non-managed assets | $799,000 | 208 |
| Investment management and advisory agency accounts, non-managed assets | $25,960,000 | 40 |
| Foundation and endowment trust and agency accounts, non-managed assets | $88,000 | 175 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $150,092,000 | 188 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 794 |
| 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 | $893,487,000 | 163 |
| Managed Assets ($) | $824,485,000 | 128 |
| Personal trust and agency accounts, managed assets | $197,203,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,942,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $21,798,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $63,668,000 | 120 |
| Corporate trust and agency accounts, managed assets | $17,694,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $391,011,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $87,169,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $69,002,000 | 226 |
| Personal trust and agency accounts, non-managed assets | $84,000 | 317 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,760,000 | 193 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,578,000 | 108 |
| Other retirement accounts, non-managed assets | $15,896,000 | 126 |
| Corporate trust and agency accounts, non-managed assets | $1,041,000 | 114 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $28,643,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $119,555,000 | 184 |
| 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 | $852,495,000 | 166 |
| Managed Assets ($) | $786,756,000 | 126 |
| Personal trust and agency accounts, managed assets | $188,139,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,660,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $20,274,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $59,488,000 | 120 |
| Corporate trust and agency accounts, managed assets | $16,446,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $375,662,000 | 105 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $85,087,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $65,739,000 | 224 |
| Personal trust and agency accounts, non-managed assets | $84,000 | 326 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,108,000 | 200 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,411,000 | 110 |
| Other retirement accounts, non-managed assets | $15,208,000 | 136 |
| Corporate trust and agency accounts, non-managed assets | $647,000 | 119 |
| 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 | $29,281,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $119,994,000 | 191 |
| 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 | $816,862,000 | 169 |
| Managed Assets ($) | $754,358,000 | 129 |
| Personal trust and agency accounts, managed assets | $181,399,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,708,000 | 119 |
| Employee benefit-defined benefit accounts, managed assets | $18,634,000 | 129 |
| Other employee benefit and retirement-related accounts, managed assets | $55,066,000 | 120 |
| Corporate trust and agency accounts, managed assets | $17,628,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $358,502,000 | 111 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $86,421,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $62,504,000 | 223 |
| Personal trust and agency accounts, non-managed assets | $95,000 | 321 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,297,000 | 204 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,628,000 | 109 |
| Other retirement accounts, non-managed assets | $14,125,000 | 131 |
| Corporate trust and agency accounts, non-managed assets | $1,097,000 | 114 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $29,262,000 | 50 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $116,538,000 | 194 |
| 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 | $850,204,000 | 172 |
| Managed Assets ($) | $785,613,000 | 130 |
| Personal trust and agency accounts, managed assets | $196,413,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,533,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $19,972,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $58,012,000 | 120 |
| Corporate trust and agency accounts, managed assets | $11,751,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $367,343,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $90,589,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $64,591,000 | 267 |
| Personal trust and agency accounts, non-managed assets | $94,000 | 837 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,264,000 | 279 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,048,000 | 128 |
| Other retirement accounts, non-managed assets | $16,156,000 | 179 |
| Corporate trust and agency accounts, non-managed assets | $913,000 | 211 |
| 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 | $29,116,000 | 62 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $117,777,000 | 222 |
| 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 | $898,069,000 | 177 |
| Managed Assets ($) | $826,217,000 | 139 |
| Personal trust and agency accounts, managed assets | $214,585,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,759,000 | 114 |
| Employee benefit-defined benefit accounts, managed assets | $20,666,000 | 127 |
| Other employee benefit and retirement-related accounts, managed assets | $64,100,000 | 122 |
| Corporate trust and agency accounts, managed assets | $12,730,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $373,002,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $94,375,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $71,852,000 | 235 |
| Personal trust and agency accounts, non-managed assets | $816,000 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,187,000 | 217 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,400,000 | 117 |
| Other retirement accounts, non-managed assets | $18,687,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $808,000 | 134 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $29,954,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $152,924,000 | 186 |
| 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 | $908,797,000 | 184 |
| Managed Assets ($) | $833,719,000 | 143 |
| Personal trust and agency accounts, managed assets | $214,399,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,376,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $22,091,000 | 129 |
| Other employee benefit and retirement-related accounts, managed assets | $66,006,000 | 132 |
| Corporate trust and agency accounts, managed assets | $11,898,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $375,825,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $97,124,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $75,078,000 | 243 |
| Personal trust and agency accounts, non-managed assets | $845,000 | 309 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,548,000 | 222 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,667,000 | 117 |
| Other retirement accounts, non-managed assets | $19,392,000 | 133 |
| Corporate trust and agency accounts, non-managed assets | $701,000 | 136 |
| 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 | $29,925,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $137,466,000 | 202 |
| 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 | $923,321,000 | 183 |
| Managed Assets ($) | $876,255,000 | 143 |
| Personal trust and agency accounts, managed assets | $222,080,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $54,051,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $22,602,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $64,650,000 | 133 |
| Corporate trust and agency accounts, managed assets | $14,131,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $393,669,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $105,072,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $47,066,000 | 289 |
| Personal trust and agency accounts, non-managed assets | $843,000 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,441,000 | 230 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,046,000 | 122 |
| Other retirement accounts, non-managed assets | $20,609,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $1,127,000 | 127 |
| 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 | $221,886,000 | 164 |
| 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 | $938,438,000 | 184 |
| Managed Assets ($) | $888,495,000 | 144 |
| Personal trust and agency accounts, managed assets | $225,597,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $56,324,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $22,914,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $67,995,000 | 128 |
| Corporate trust and agency accounts, managed assets | $15,151,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $392,777,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $107,737,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $49,943,000 | 353 |
| Personal trust and agency accounts, non-managed assets | $860,000 | 642 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,920,000 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,953,000 | 132 |
| Other retirement accounts, non-managed assets | $22,232,000 | 148 |
| Corporate trust and agency accounts, non-managed assets | $978,000 | 218 |
| 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 | $114,710,000 | 248 |
| 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 | $814,046,000 | 198 |
| Managed Assets ($) | $762,202,000 | 157 |
| Personal trust and agency accounts, managed assets | $228,029,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $56,077,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $23,551,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $68,846,000 | 128 |
| Corporate trust and agency accounts, managed assets | $15,120,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $265,244,000 | 152 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $105,335,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $51,844,000 | 273 |
| Personal trust and agency accounts, non-managed assets | $914,000 | 303 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,343,000 | 220 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,356,000 | 120 |
| Other retirement accounts, non-managed assets | $23,300,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $931,000 | 135 |
| 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 | $71,509,000 | 263 |
| 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 | $800,069,000 | 207 |
| Managed Assets ($) | $745,732,000 | 162 |
| Personal trust and agency accounts, managed assets | $227,724,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,096,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $23,345,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $65,055,000 | 128 |
| Corporate trust and agency accounts, managed assets | $20,170,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $260,908,000 | 159 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $93,434,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $54,337,000 | 275 |
| Personal trust and agency accounts, non-managed assets | $2,289,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,183,000 | 229 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,301,000 | 126 |
| Other retirement accounts, non-managed assets | $24,666,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $898,000 | 140 |
| 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 | $66,238,000 | 272 |
| 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 | $788,655,000 | 206 |
| Managed Assets ($) | $736,535,000 | 160 |
| Personal trust and agency accounts, managed assets | $223,934,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,979,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $22,758,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $63,391,000 | 123 |
| Corporate trust and agency accounts, managed assets | $21,173,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $253,849,000 | 157 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $97,451,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $52,120,000 | 277 |
| Personal trust and agency accounts, non-managed assets | $2,278,000 | 286 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,233,000 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,899,000 | 127 |
| Other retirement accounts, non-managed assets | $23,317,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $1,393,000 | 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 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,740,000 | 275 |
| 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 | $797,718,000 | 202 |
| Managed Assets ($) | $739,141,000 | 161 |
| Personal trust and agency accounts, managed assets | $220,582,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,142,000 | 135 |
| Employee benefit-defined benefit accounts, managed assets | $24,829,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $61,122,000 | 127 |
| Corporate trust and agency accounts, managed assets | $21,063,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $254,074,000 | 153 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $104,329,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $58,577,000 | 324 |
| Personal trust and agency accounts, non-managed assets | $2,302,000 | 498 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,691,000 | 319 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,904,000 | 140 |
| Other retirement accounts, non-managed assets | $24,165,000 | 139 |
| Corporate trust and agency accounts, non-managed assets | $8,515,000 | 132 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,794,000 | 333 |
| 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 | $796,217,000 | 204 |
| Managed Assets ($) | $749,778,000 | 160 |
| Personal trust and agency accounts, managed assets | $216,137,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,135,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $22,555,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $62,762,000 | 121 |
| Corporate trust and agency accounts, managed assets | $21,971,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $278,304,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $96,914,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $46,439,000 | 283 |
| Personal trust and agency accounts, non-managed assets | $829,000 | 304 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,951,000 | 235 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,339,000 | 132 |
| Other retirement accounts, non-managed assets | $22,157,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $1,149,000 | 144 |
| 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 | $14,000 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $105,968,000 | 234 |
| 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 | $789,799,000 | 212 |
| Managed Assets ($) | $743,548,000 | 164 |
| Personal trust and agency accounts, managed assets | $211,389,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $49,278,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $22,171,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $60,587,000 | 125 |
| Corporate trust and agency accounts, managed assets | $22,610,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $280,706,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $96,807,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $46,251,000 | 289 |
| Personal trust and agency accounts, non-managed assets | $804,000 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,284,000 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,720,000 | 139 |
| Other retirement accounts, non-managed assets | $22,111,000 | 135 |
| Corporate trust and agency accounts, non-managed assets | $1,318,000 | 141 |
| 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 | $14,000 | 117 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $54,028,000 | 276 |
| 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 | $793,326,000 | 213 |
| Managed Assets ($) | $746,499,000 | 163 |
| Personal trust and agency accounts, managed assets | $216,605,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,897,000 | 143 |
| Employee benefit-defined benefit accounts, managed assets | $22,817,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $61,017,000 | 121 |
| Corporate trust and agency accounts, managed assets | $23,573,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $281,749,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $97,841,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $46,827,000 | 291 |
| Personal trust and agency accounts, non-managed assets | $809,000 | 315 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,795,000 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,401,000 | 133 |
| Other retirement accounts, non-managed assets | $22,064,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $744,000 | 152 |
| 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 | $14,000 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $46,913,000 | 291 |
| 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 | $785,572,000 | 214 |
| Managed Assets ($) | $724,521,000 | 166 |
| Personal trust and agency accounts, managed assets | $213,186,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,577,000 | 157 |
| Employee benefit-defined benefit accounts, managed assets | $22,479,000 | 150 |
| Other employee benefit and retirement-related accounts, managed assets | $55,818,000 | 126 |
| Corporate trust and agency accounts, managed assets | $22,894,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $269,230,000 | 149 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $99,337,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $61,051,000 | 315 |
| Personal trust and agency accounts, non-managed assets | $813,000 | 650 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,712,000 | 323 |
| Employee benefit-defined benefit accounts, non-managed Assets | $447,000 | 248 |
| Other retirement accounts, non-managed assets | $23,023,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $26,055,000 | 106 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,000 | 254 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $48,591,000 | 361 |
| 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 | $800,174,000 | 209 |
| Managed Assets ($) | $734,642,000 | 164 |
| Personal trust and agency accounts, managed assets | $230,687,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,484,000 | 144 |
| Employee benefit-defined benefit accounts, managed assets | $21,558,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $55,255,000 | 123 |
| Corporate trust and agency accounts, managed assets | $23,629,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $273,291,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $86,738,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $65,532,000 | 258 |
| Personal trust and agency accounts, non-managed assets | $392,000 | 317 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,699,000 | 241 |
| Employee benefit-defined benefit accounts, non-managed Assets | $330,000 | 173 |
| Other retirement accounts, non-managed assets | $23,107,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $30,003,000 | 86 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,000 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $46,714,000 | 282 |
| 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 | $809,449,000 | 207 |
| Managed Assets ($) | $741,537,000 | 163 |
| Personal trust and agency accounts, managed assets | $226,964,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $61,138,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $21,249,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $52,875,000 | 125 |
| Corporate trust and agency accounts, managed assets | $25,871,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $264,136,000 | 144 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $89,304,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $67,912,000 | 259 |
| Personal trust and agency accounts, non-managed assets | $10,000 | 348 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,147,000 | 247 |
| Employee benefit-defined benefit accounts, non-managed Assets | $177,000 | 172 |
| Other retirement accounts, non-managed assets | $23,524,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $33,053,000 | 85 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,000 | 126 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $42,739,000 | 293 |
| 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 | $802,195,000 | 207 |
| Managed Assets ($) | $721,825,000 | 165 |
| Personal trust and agency accounts, managed assets | $223,642,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,053,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $21,200,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $48,073,000 | 132 |
| Corporate trust and agency accounts, managed assets | $26,389,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $255,511,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $84,957,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $80,370,000 | 250 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,169,000 | 245 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $23,860,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $44,340,000 | 84 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,000 | 126 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,326,000 | 302 |
| 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 | $799,381,000 | 205 |
| Managed Assets ($) | $712,706,000 | 160 |
| Personal trust and agency accounts, managed assets | $227,522,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $63,760,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $21,811,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $47,296,000 | 136 |
| Corporate trust and agency accounts, managed assets | $20,548,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $243,382,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $88,387,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $86,675,000 | 272 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,010 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,154,000 | 307 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $24,665,000 | 139 |
| Corporate trust and agency accounts, non-managed assets | $49,855,000 | 90 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,000 | 263 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $45,927,000 | 359 |
| 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 | $760,300,000 | 201 |
| Managed Assets ($) | $681,819,000 | 161 |
| Personal trust and agency accounts, managed assets | $219,731,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $59,718,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $21,262,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $45,266,000 | 134 |
| Corporate trust and agency accounts, managed assets | $20,594,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $239,786,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $75,462,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $78,481,000 | 250 |
| Personal trust and agency accounts, non-managed assets | $0 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,530,000 | 251 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $24,359,000 | 123 |
| Corporate trust and agency accounts, non-managed assets | $44,591,000 | 86 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,000 | 121 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $47,792,000 | 290 |
| 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 | $779,856,000 | 202 |
| Managed Assets ($) | $681,439,000 | 158 |
| Personal trust and agency accounts, managed assets | $224,113,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,568,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $19,381,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $45,134,000 | 133 |
| Corporate trust and agency accounts, managed assets | $20,068,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $237,536,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $72,639,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $98,417,000 | 242 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,669,000 | 261 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $24,912,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $63,835,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,000 | 119 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $41,036,000 | 299 |
| 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 | $777,822,000 | 201 |
| Managed Assets ($) | $692,707,000 | 155 |
| Personal trust and agency accounts, managed assets | $224,309,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $69,633,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $19,663,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $45,198,000 | 131 |
| Corporate trust and agency accounts, managed assets | $21,142,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $240,213,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $72,549,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $85,115,000 | 255 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 359 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,531,000 | 264 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $25,401,000 | 125 |
| Corporate trust and agency accounts, non-managed assets | $50,181,000 | 88 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,000 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $42,478,000 | 300 |
| 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 | $757,872,000 | 209 |
| Managed Assets ($) | $681,001,000 | 159 |
| Personal trust and agency accounts, managed assets | $220,624,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $67,082,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $19,573,000 | 154 |
| Other employee benefit and retirement-related accounts, managed assets | $44,585,000 | 131 |
| Corporate trust and agency accounts, managed assets | $27,078,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $231,440,000 | 144 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $70,619,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $76,871,000 | 293 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 1,022 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,888,000 | 354 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $24,594,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $43,388,000 | 104 |
| 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 | $43,397,000 | 378 |
| 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 | $715,039,000 | 222 |
| Managed Assets ($) | $645,940,000 | 173 |
| Personal trust and agency accounts, managed assets | $213,086,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $64,023,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $18,660,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $41,995,000 | 136 |
| Corporate trust and agency accounts, managed assets | $25,012,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $225,246,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $57,918,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $69,099,000 | 273 |
| Personal trust and agency accounts, non-managed assets | $22,000 | 365 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,993,000 | 279 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $23,819,000 | 140 |
| Corporate trust and agency accounts, non-managed assets | $37,265,000 | 104 |
| 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 | $63,506,000 | 290 |
| 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 | $692,163,000 | 232 |
| Managed Assets ($) | $629,019,000 | 172 |
| Personal trust and agency accounts, managed assets | $208,124,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,125,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $18,520,000 | 151 |
| Other employee benefit and retirement-related accounts, managed assets | $42,033,000 | 134 |
| Corporate trust and agency accounts, managed assets | $20,909,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $218,842,000 | 149 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $58,466,000 | 60 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $63,144,000 | 287 |
| Personal trust and agency accounts, non-managed assets | $27,000 | 373 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,572,000 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $21,626,000 | 144 |
| Corporate trust and agency accounts, non-managed assets | $33,918,000 | 105 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,000 | 154 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $60,071,000 | 297 |
| 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 | $687,010,000 | 227 |
| Managed Assets ($) | $623,428,000 | 175 |
| Personal trust and agency accounts, managed assets | $206,178,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $59,119,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $17,746,000 | 154 |
| Other employee benefit and retirement-related accounts, managed assets | $44,351,000 | 124 |
| Corporate trust and agency accounts, managed assets | $22,404,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $214,312,000 | 143 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $59,318,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $63,582,000 | 285 |
| Personal trust and agency accounts, non-managed assets | $28,000 | 384 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,633,000 | 293 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $20,903,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $36,018,000 | 107 |
| 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 | $57,219,000 | 297 |
| 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 | $720,667,000 | 222 |
| Managed Assets ($) | $641,203,000 | 168 |
| Personal trust and agency accounts, managed assets | $202,894,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $59,899,000 | 133 |
| Employee benefit-defined benefit accounts, managed assets | $19,101,000 | 155 |
| Other employee benefit and retirement-related accounts, managed assets | $44,537,000 | 126 |
| Corporate trust and agency accounts, managed assets | $21,086,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $214,218,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $79,468,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $79,464,000 | 289 |
| Personal trust and agency accounts, non-managed assets | $28,000 | 1,014 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,203,000 | 397 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $24,902,000 | 152 |
| Corporate trust and agency accounts, non-managed assets | $48,331,000 | 114 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,897,000 | 348 |
| 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 | $734,477,000 | 203 |
| Managed Assets ($) | $644,066,000 | 160 |
| Personal trust and agency accounts, managed assets | $210,802,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $60,327,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $21,100,000 | 152 |
| Other employee benefit and retirement-related accounts, managed assets | $43,224,000 | 122 |
| Corporate trust and agency accounts, managed assets | $9,867,000 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $228,469,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $70,277,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $90,411,000 | 255 |
| Personal trust and agency accounts, non-managed assets | $61,000 | 901 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,855,000 | 316 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $28,399,000 | 131 |
| Corporate trust and agency accounts, non-managed assets | $51,098,000 | 118 |
| 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 | $998,000 | 162 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,349,000 | 318 |
| 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 |