Home > Webster Bank > Total Fiduciary and Related Assets
Webster Bank, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,773,466,000 | 194 |
| Managed Assets ($) | $1,353,835,000 | 175 |
| Personal trust and agency accounts, managed assets | $456,271,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,505,000 | 283 |
| Employee benefit-defined benefit accounts, managed assets | $104,876,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $101,895,000 | 200 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $591,994,000 | 143 |
| Foundation and endowment trust and agency accounts, managed assets | $95,294,000 | 140 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $99,628,000 | 198 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $419,631,000 | 164 |
| Personal trust and agency accounts, non-managed assets | $0 | 630 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 356 |
| Employee benefit-defined benefit accounts, non-managed Assets | $346,246,000 | 38 |
| Other retirement accounts, non-managed assets | $2,228,000 | 425 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $71,157,000 | 65 |
| 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 | $375,241,000 | 150 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,758,000 | 480 |
| 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 | $1,596,038,000 | 199 |
| Managed Assets ($) | $1,234,766,000 | 179 |
| Personal trust and agency accounts, managed assets | $409,698,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,905,000 | 206 |
| Employee benefit-defined benefit accounts, managed assets | $119,081,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $89,412,000 | 194 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $520,295,000 | 153 |
| Foundation and endowment trust and agency accounts, managed assets | $93,375,000 | 133 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $87,294,000 | 191 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $361,272,000 | 160 |
| Personal trust and agency accounts, non-managed assets | $0 | 310 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 247 |
| Employee benefit-defined benefit accounts, non-managed Assets | $293,726,000 | 40 |
| Other retirement accounts, non-managed assets | $1,884,000 | 262 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $65,662,000 | 56 |
| 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 | $337,272,000 | 149 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,564,000 | 269 |
| 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 | $1,656,658,000 | 191 |
| Managed Assets ($) | $1,289,179,000 | 175 |
| Personal trust and agency accounts, managed assets | $464,585,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,968,000 | 245 |
| Employee benefit-defined benefit accounts, managed assets | $131,887,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $89,376,000 | 206 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $504,925,000 | 151 |
| Foundation and endowment trust and agency accounts, managed assets | $95,127,000 | 134 |
| Other fiduciary accounts, managed assets | $311,000 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $87,327,000 | 203 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $367,479,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $0 | 364 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $297,152,000 | 39 |
| Other retirement accounts, non-managed assets | $2,915,000 | 277 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $67,412,000 | 58 |
| 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 | $340,072,000 | 153 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,475,000 | 304 |
| 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 | $1,613,238,000 | 198 |
| Managed Assets ($) | $1,253,534,000 | 185 |
| Personal trust and agency accounts, managed assets | $451,294,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,822,000 | 196 |
| Employee benefit-defined benefit accounts, managed assets | $126,336,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $89,669,000 | 203 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $490,159,000 | 161 |
| Foundation and endowment trust and agency accounts, managed assets | $92,947,000 | 137 |
| Other fiduciary accounts, managed assets | $307,000 | 83 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $87,724,000 | 194 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $359,704,000 | 163 |
| Personal trust and agency accounts, non-managed assets | $0 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 229 |
| Employee benefit-defined benefit accounts, non-managed Assets | $294,362,000 | 40 |
| Other retirement accounts, non-managed assets | $1,992,000 | 248 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $63,350,000 | 57 |
| 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 | $309,521,000 | 159 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $1,503,000 | 280 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,505,212,000 | 203 |
| Managed Assets ($) | $1,160,184,000 | 191 |
| Personal trust and agency accounts, managed assets | $442,396,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,681,000 | 293 |
| Employee benefit-defined benefit accounts, managed assets | $120,745,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $87,449,000 | 215 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $417,727,000 | 172 |
| Foundation and endowment trust and agency accounts, managed assets | $88,888,000 | 149 |
| Other fiduciary accounts, managed assets | $298,000 | 147 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $85,495,000 | 205 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $345,028,000 | 171 |
| Personal trust and agency accounts, non-managed assets | $0 | 641 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 360 |
| Employee benefit-defined benefit accounts, non-managed Assets | $282,857,000 | 42 |
| Other retirement accounts, non-managed assets | $1,605,000 | 451 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $60,566,000 | 68 |
| 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 | $57,002,000 | 303 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $1,187,000 | 544 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,437,853,000 | 201 |
| Managed Assets ($) | $1,110,709,000 | 190 |
| Personal trust and agency accounts, managed assets | $420,357,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,559,000 | 209 |
| Employee benefit-defined benefit accounts, managed assets | $117,266,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $85,356,000 | 202 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $398,341,000 | 167 |
| Foundation and endowment trust and agency accounts, managed assets | $86,549,000 | 142 |
| Other fiduciary accounts, managed assets | $281,000 | 88 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $83,582,000 | 196 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $327,144,000 | 169 |
| Personal trust and agency accounts, non-managed assets | $0 | 308 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 246 |
| Employee benefit-defined benefit accounts, non-managed Assets | $269,995,000 | 44 |
| Other retirement accounts, non-managed assets | $1,688,000 | 268 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $55,461,000 | 61 |
| 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 | $38,080,000 | 267 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $1,261,000 | 293 |
| 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 | $1,495,050,000 | 169 |
| Managed Assets ($) | $1,155,372,000 | 160 |
| Personal trust and agency accounts, managed assets | $423,322,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,808,000 | 229 |
| Employee benefit-defined benefit accounts, managed assets | $121,455,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $90,833,000 | 190 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $428,627,000 | 149 |
| Foundation and endowment trust and agency accounts, managed assets | $88,032,000 | 130 |
| Other fiduciary accounts, managed assets | $295,000 | 97 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $88,804,000 | 185 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $339,678,000 | 140 |
| Personal trust and agency accounts, non-managed assets | $0 | 335 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 267 |
| Employee benefit-defined benefit accounts, non-managed Assets | $280,533,000 | 41 |
| Other retirement accounts, non-managed assets | $1,640,000 | 294 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $57,505,000 | 57 |
| 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 | $38,349,000 | 276 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $1,245,000 | 330 |
| 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 | $1,830,180,000 | 164 |
| Managed Assets ($) | $1,449,348,000 | 148 |
| Personal trust and agency accounts, managed assets | $482,485,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,161,000 | 202 |
| Employee benefit-defined benefit accounts, managed assets | $258,318,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $99,363,000 | 188 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $504,607,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | $101,080,000 | 125 |
| Other fiduciary accounts, managed assets | $334,000 | 81 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $97,116,000 | 183 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $380,832,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $0 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $315,653,000 | 41 |
| Other retirement accounts, non-managed assets | $2,105,000 | 246 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $63,074,000 | 48 |
| 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 | $48,710,000 | 240 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $1,585,000 | 276 |
| 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 | $1,938,646,000 | 164 |
| Managed Assets ($) | $1,530,722,000 | 147 |
| Personal trust and agency accounts, managed assets | $498,829,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,195,000 | 278 |
| Employee benefit-defined benefit accounts, managed assets | $276,747,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $102,980,000 | 197 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $540,528,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | $107,086,000 | 125 |
| Other fiduciary accounts, managed assets | $357,000 | 153 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $100,590,000 | 191 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $407,924,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $0 | 617 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
| Employee benefit-defined benefit accounts, non-managed Assets | $339,557,000 | 41 |
| Other retirement accounts, non-managed assets | $2,014,000 | 443 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $66,353,000 | 59 |
| 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 | $44,549,000 | 319 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $1,611,000 | 525 |
| 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 | $1,833,080,000 | 167 |
| Managed Assets ($) | $1,438,534,000 | 152 |
| Personal trust and agency accounts, managed assets | $450,005,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,615,000 | 201 |
| Employee benefit-defined benefit accounts, managed assets | $262,209,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $95,838,000 | 197 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $522,253,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | $104,271,000 | 120 |
| Other fiduciary accounts, managed assets | $343,000 | 75 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $93,609,000 | 191 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $394,546,000 | 140 |
| Personal trust and agency accounts, non-managed assets | $0 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $329,539,000 | 42 |
| Other retirement accounts, non-managed assets | $1,759,000 | 251 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $63,248,000 | 48 |
| 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 | $43,100,000 | 240 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $1,285,000 | 275 |
| 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 | $1,830,115,000 | 166 |
| Managed Assets ($) | $1,441,487,000 | 152 |
| Personal trust and agency accounts, managed assets | $450,662,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,627,000 | 233 |
| Employee benefit-defined benefit accounts, managed assets | $263,797,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $96,905,000 | 206 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $522,733,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | $103,415,000 | 125 |
| Other fiduciary accounts, managed assets | $348,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $94,579,000 | 200 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $388,628,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $0 | 318 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 267 |
| Employee benefit-defined benefit accounts, non-managed Assets | $324,580,000 | 42 |
| Other retirement accounts, non-managed assets | $571,000 | 309 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $63,477,000 | 53 |
| 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 | $43,983,000 | 268 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 352 |
| 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 | $1,754,124,000 | 167 |
| Managed Assets ($) | $1,394,100,000 | 150 |
| Personal trust and agency accounts, managed assets | $424,112,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,410,000 | 211 |
| Employee benefit-defined benefit accounts, managed assets | $251,272,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $89,230,000 | 203 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $525,142,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | $100,601,000 | 123 |
| Other fiduciary accounts, managed assets | $333,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $86,982,000 | 198 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $360,024,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $0 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $292,481,000 | 42 |
| Other retirement accounts, non-managed assets | $1,157,000 | 255 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $60,300,000 | 45 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,086,000 | 72 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,724,000 | 269 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 298 |
| 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 | $1,726,261,000 | 165 |
| Managed Assets ($) | $1,367,127,000 | 153 |
| Personal trust and agency accounts, managed assets | $405,885,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,380,000 | 298 |
| Employee benefit-defined benefit accounts, managed assets | $249,082,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $89,453,000 | 210 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $521,146,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | $97,855,000 | 126 |
| Other fiduciary accounts, managed assets | $326,000 | 145 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $87,078,000 | 206 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $359,134,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $0 | 640 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 365 |
| Employee benefit-defined benefit accounts, non-managed Assets | $290,282,000 | 44 |
| Other retirement accounts, non-managed assets | $951,000 | 496 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $62,051,000 | 57 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,850,000 | 84 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,105,000 | 373 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 640 |
| 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 | $1,565,528,000 | 162 |
| Managed Assets ($) | $1,237,970,000 | 151 |
| Personal trust and agency accounts, managed assets | $368,675,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,811,000 | 215 |
| Employee benefit-defined benefit accounts, managed assets | $228,815,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $79,255,000 | 202 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $466,804,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | $91,313,000 | 120 |
| Other fiduciary accounts, managed assets | $297,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $76,847,000 | 198 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $327,558,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $0 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $263,889,000 | 44 |
| Other retirement accounts, non-managed assets | $548,000 | 274 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $57,840,000 | 47 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,281,000 | 77 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,229,000 | 265 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $132,000 | 300 |
| 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 | $1,492,171,000 | 166 |
| Managed Assets ($) | $1,182,692,000 | 155 |
| Personal trust and agency accounts, managed assets | $336,628,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,639,000 | 244 |
| Employee benefit-defined benefit accounts, managed assets | $215,978,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $73,946,000 | 211 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $467,002,000 | 141 |
| Foundation and endowment trust and agency accounts, managed assets | $86,220,000 | 124 |
| Other fiduciary accounts, managed assets | $279,000 | 89 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $71,700,000 | 203 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $309,479,000 | 151 |
| Personal trust and agency accounts, non-managed assets | $0 | 316 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 264 |
| Employee benefit-defined benefit accounts, non-managed Assets | $246,950,000 | 45 |
| Other retirement accounts, non-managed assets | $533,000 | 312 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $57,003,000 | 54 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,993,000 | 81 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,702,000 | 297 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $147,000 | 346 |
| 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 | $1,349,481,000 | 170 |
| Managed Assets ($) | $1,064,619,000 | 156 |
| Personal trust and agency accounts, managed assets | $300,463,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,402,000 | 218 |
| Employee benefit-defined benefit accounts, managed assets | $187,039,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $64,855,000 | 204 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $432,889,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | $76,437,000 | 119 |
| Other fiduciary accounts, managed assets | $534,000 | 79 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $62,848,000 | 197 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $284,862,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $0 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $223,464,000 | 45 |
| Other retirement accounts, non-managed assets | $70,000 | 292 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $57,064,000 | 48 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,264,000 | 83 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,895,000 | 272 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 309 |
| 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 | $1,582,226,000 | 165 |
| Managed Assets ($) | $1,257,427,000 | 155 |
| Personal trust and agency accounts, managed assets | $371,135,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,888,000 | 312 |
| Employee benefit-defined benefit accounts, managed assets | $220,605,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $75,746,000 | 215 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $497,287,000 | 137 |
| Foundation and endowment trust and agency accounts, managed assets | $89,190,000 | 120 |
| Other fiduciary accounts, managed assets | $576,000 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $73,376,000 | 208 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $324,799,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $0 | 664 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 378 |
| Employee benefit-defined benefit accounts, non-managed Assets | $253,529,000 | 44 |
| Other retirement accounts, non-managed assets | $126,000 | 587 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $65,889,000 | 54 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,255,000 | 94 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,681,000 | 399 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 659 |
| 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 | $1,500,476,000 | 167 |
| Managed Assets ($) | $1,189,364,000 | 156 |
| Personal trust and agency accounts, managed assets | $351,255,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,360,000 | 227 |
| Employee benefit-defined benefit accounts, managed assets | $209,339,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $70,378,000 | 206 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $470,217,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | $85,258,000 | 119 |
| Other fiduciary accounts, managed assets | $557,000 | 82 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $62,018,000 | 210 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $311,112,000 | 145 |
| Personal trust and agency accounts, non-managed assets | $0 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 241 |
| Employee benefit-defined benefit accounts, non-managed Assets | $242,787,000 | 45 |
| Other retirement accounts, non-managed assets | $33,000 | 297 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $63,381,000 | 48 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,911,000 | 86 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,401,000 | 275 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 312 |
| 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 | $1,477,470,000 | 167 |
| Managed Assets ($) | $1,178,697,000 | 154 |
| Personal trust and agency accounts, managed assets | $350,759,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,354,000 | 247 |
| Employee benefit-defined benefit accounts, managed assets | $212,321,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $64,325,000 | 216 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $459,509,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | $88,867,000 | 113 |
| Other fiduciary accounts, managed assets | $562,000 | 92 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $62,018,000 | 212 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $298,773,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $0 | 308 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 263 |
| Employee benefit-defined benefit accounts, non-managed Assets | $233,792,000 | 44 |
| Other retirement accounts, non-managed assets | $186,000 | 316 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $59,923,000 | 51 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,872,000 | 86 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,320,000 | 307 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $160,000 | 339 |
| 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 | $1,434,114,000 | 170 |
| Managed Assets ($) | $1,143,487,000 | 154 |
| Personal trust and agency accounts, managed assets | $335,367,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,269,000 | 246 |
| Employee benefit-defined benefit accounts, managed assets | $212,876,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $60,888,000 | 217 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $440,811,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | $90,720,000 | 108 |
| Other fiduciary accounts, managed assets | $556,000 | 97 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $58,784,000 | 217 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $290,627,000 | 148 |
| Personal trust and agency accounts, non-managed assets | $0 | 306 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $227,920,000 | 46 |
| Other retirement accounts, non-managed assets | $217,000 | 317 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $57,659,000 | 53 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,831,000 | 86 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,930,000 | 307 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $159,000 | 342 |
| 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 | $1,341,757,000 | 168 |
| Managed Assets ($) | $1,068,916,000 | 153 |
| Personal trust and agency accounts, managed assets | $307,292,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,081,000 | 330 |
| Employee benefit-defined benefit accounts, managed assets | $193,947,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $62,991,000 | 210 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $416,711,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | $85,369,000 | 109 |
| Other fiduciary accounts, managed assets | $525,000 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $60,950,000 | 204 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $272,841,000 | 152 |
| Personal trust and agency accounts, non-managed assets | $0 | 678 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 398 |
| Employee benefit-defined benefit accounts, non-managed Assets | $211,893,000 | 47 |
| Other retirement accounts, non-managed assets | $270,000 | 579 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $56,306,000 | 57 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,372,000 | 99 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,643,000 | 400 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $158,000 | 640 |
| 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 | $1,498,120,000 | 162 |
| Managed Assets ($) | $1,206,369,000 | 147 |
| Personal trust and agency accounts, managed assets | $343,777,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,272,000 | 253 |
| Employee benefit-defined benefit accounts, managed assets | $215,195,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $70,220,000 | 207 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $472,289,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | $102,040,000 | 100 |
| Other fiduciary accounts, managed assets | $576,000 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $67,968,000 | 202 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $291,751,000 | 155 |
| Personal trust and agency accounts, non-managed assets | $0 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $227,484,000 | 48 |
| Other retirement accounts, non-managed assets | $358,000 | 314 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $58,779,000 | 53 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,130,000 | 85 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,723,000 | 302 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $163,000 | 344 |
| 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 | $1,442,289,000 | 164 |
| Managed Assets ($) | $1,163,332,000 | 146 |
| Personal trust and agency accounts, managed assets | $330,428,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,191,000 | 257 |
| Employee benefit-defined benefit accounts, managed assets | $205,922,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $69,535,000 | 207 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $453,607,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | $101,081,000 | 100 |
| Other fiduciary accounts, managed assets | $568,000 | 89 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $67,252,000 | 202 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $278,957,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $0 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 269 |
| Employee benefit-defined benefit accounts, non-managed Assets | $216,812,000 | 50 |
| Other retirement accounts, non-managed assets | $431,000 | 312 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $57,043,000 | 56 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,671,000 | 86 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,874,000 | 309 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $163,000 | 346 |
| 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 | $1,445,801,000 | 162 |
| Managed Assets ($) | $1,165,165,000 | 145 |
| Personal trust and agency accounts, managed assets | $320,393,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,235,000 | 258 |
| Employee benefit-defined benefit accounts, managed assets | $199,488,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $70,243,000 | 203 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $467,561,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | $104,671,000 | 98 |
| Other fiduciary accounts, managed assets | $574,000 | 92 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $67,879,000 | 193 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $280,636,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $504,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 274 |
| Employee benefit-defined benefit accounts, non-managed Assets | $217,189,000 | 49 |
| Other retirement accounts, non-managed assets | $342,000 | 318 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $58,007,000 | 53 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,594,000 | 84 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,697,000 | 311 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $162,000 | 349 |
| 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 | $1,457,889,000 | 162 |
| Managed Assets ($) | $1,169,072,000 | 143 |
| Personal trust and agency accounts, managed assets | $324,976,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,234,000 | 346 |
| Employee benefit-defined benefit accounts, managed assets | $206,044,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $71,211,000 | 203 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $460,528,000 | 132 |
| Foundation and endowment trust and agency accounts, managed assets | $103,360,000 | 101 |
| Other fiduciary accounts, managed assets | $719,000 | 148 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $68,802,000 | 196 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $288,817,000 | 156 |
| Personal trust and agency accounts, non-managed assets | $605,000 | 517 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 412 |
| Employee benefit-defined benefit accounts, non-managed Assets | $219,993,000 | 49 |
| Other retirement accounts, non-managed assets | $346,000 | 588 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $63,245,000 | 53 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,628,000 | 96 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,951,000 | 354 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $162,000 | 658 |
| 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 | $1,424,985,000 | 162 |
| Managed Assets ($) | $1,145,048,000 | 144 |
| Personal trust and agency accounts, managed assets | $323,145,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,832,000 | 263 |
| Employee benefit-defined benefit accounts, managed assets | $197,608,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $65,360,000 | 205 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $455,201,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | $101,197,000 | 97 |
| Other fiduciary accounts, managed assets | $705,000 | 91 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $63,040,000 | 196 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $279,937,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $611,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 272 |
| Employee benefit-defined benefit accounts, non-managed Assets | $212,686,000 | 52 |
| Other retirement accounts, non-managed assets | $358,000 | 309 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $61,837,000 | 53 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,445,000 | 88 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,074,000 | 263 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $167,000 | 342 |
| 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 | $1,386,563,000 | 159 |
| Managed Assets ($) | $1,121,148,000 | 141 |
| Personal trust and agency accounts, managed assets | $319,895,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,762,000 | 263 |
| Employee benefit-defined benefit accounts, managed assets | $191,591,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $63,147,000 | 208 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $444,621,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | $99,434,000 | 99 |
| Other fiduciary accounts, managed assets | $698,000 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $60,806,000 | 200 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $265,415,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $505,000 | 286 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 273 |
| Employee benefit-defined benefit accounts, non-managed Assets | $200,517,000 | 51 |
| Other retirement accounts, non-managed assets | $476,000 | 312 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $59,623,000 | 53 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,294,000 | 92 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,026,000 | 261 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $334,000 | 338 |
| 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 | $1,356,011,000 | 158 |
| Managed Assets ($) | $1,092,716,000 | 140 |
| Personal trust and agency accounts, managed assets | $315,598,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,732,000 | 267 |
| Employee benefit-defined benefit accounts, managed assets | $187,358,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $61,316,000 | 208 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $428,288,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | $97,723,000 | 100 |
| Other fiduciary accounts, managed assets | $701,000 | 89 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $58,945,000 | 201 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $263,295,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $506,000 | 290 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 273 |
| Employee benefit-defined benefit accounts, non-managed Assets | $197,616,000 | 50 |
| Other retirement accounts, non-managed assets | $562,000 | 310 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $60,241,000 | 50 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,370,000 | 92 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,026,000 | 275 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $501,000 | 337 |
| 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 | $1,302,655,000 | 158 |
| Managed Assets ($) | $1,107,228,000 | 132 |
| Personal trust and agency accounts, managed assets | $359,586,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,662,000 | 372 |
| Employee benefit-defined benefit accounts, managed assets | $177,800,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $61,370,000 | 202 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $411,699,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | $94,434,000 | 101 |
| Other fiduciary accounts, managed assets | $677,000 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $59,112,000 | 193 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $195,427,000 | 174 |
| Personal trust and agency accounts, non-managed assets | $1,134,000 | 470 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 433 |
| Employee benefit-defined benefit accounts, non-managed Assets | $190,006,000 | 50 |
| Other retirement accounts, non-managed assets | $75,000 | 657 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,212,000 | 98 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,232,000 | 357 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 706 |
| 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 | $1,326,233,000 | 155 |
| Managed Assets ($) | $1,134,677,000 | 130 |
| Personal trust and agency accounts, managed assets | $392,515,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,069,000 | 263 |
| Employee benefit-defined benefit accounts, managed assets | $176,573,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $58,216,000 | 206 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $409,391,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | $93,886,000 | 99 |
| Other fiduciary accounts, managed assets | $2,027,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $55,604,000 | 197 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $191,556,000 | 177 |
| Personal trust and agency accounts, non-managed assets | $2,208,000 | 265 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 276 |
| Employee benefit-defined benefit accounts, non-managed Assets | $185,070,000 | 54 |
| Other retirement accounts, non-managed assets | $153,000 | 323 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,125,000 | 90 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,726,000 | 267 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 347 |
| 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 | $1,354,820,000 | 152 |
| Managed Assets ($) | $1,115,985,000 | 130 |
| Personal trust and agency accounts, managed assets | $396,826,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,008,000 | 265 |
| Employee benefit-defined benefit accounts, managed assets | $170,373,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $55,323,000 | 209 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $397,375,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | $92,108,000 | 100 |
| Other fiduciary accounts, managed assets | $1,972,000 | 83 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $52,731,000 | 203 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $238,835,000 | 163 |
| Personal trust and agency accounts, non-managed assets | $2,873,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 280 |
| Employee benefit-defined benefit accounts, non-managed Assets | $178,767,000 | 55 |
| Other retirement accounts, non-managed assets | $169,000 | 323 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $53,032,000 | 58 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,994,000 | 93 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,739,000 | 268 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 351 |
| 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 | $1,322,842,000 | 155 |
| Managed Assets ($) | $1,086,828,000 | 132 |
| Personal trust and agency accounts, managed assets | $387,976,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,999,000 | 265 |
| Employee benefit-defined benefit accounts, managed assets | $167,878,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $56,056,000 | 208 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $379,114,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | $92,319,000 | 97 |
| Other fiduciary accounts, managed assets | $1,486,000 | 84 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $51,995,000 | 199 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $236,014,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $2,923,000 | 256 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $176,580,000 | 53 |
| Other retirement accounts, non-managed assets | $74,000 | 332 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $52,328,000 | 53 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,109,000 | 91 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $32,380,000 | 269 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 348 |
| 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 | $1,289,193,000 | 156 |
| Managed Assets ($) | $1,071,613,000 | 133 |
| Personal trust and agency accounts, managed assets | $376,243,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,847,000 | 353 |
| Employee benefit-defined benefit accounts, managed assets | $168,010,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $55,248,000 | 210 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $375,491,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | $92,228,000 | 96 |
| Other fiduciary accounts, managed assets | $1,546,000 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $50,647,000 | 199 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $217,580,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $1,123,000 | 488 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 461 |
| Employee benefit-defined benefit accounts, non-managed Assets | $175,073,000 | 56 |
| Other retirement accounts, non-managed assets | $69,000 | 679 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $30,225,000 | 71 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,090,000 | 76 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,385,000 | 418 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 728 |
| 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 | $1,208,105,000 | 163 |
| Managed Assets ($) | $1,000,621,000 | 136 |
| Personal trust and agency accounts, managed assets | $344,404,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,146,000 | 253 |
| Employee benefit-defined benefit accounts, managed assets | $162,783,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $53,567,000 | 208 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $346,595,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | $88,641,000 | 96 |
| Other fiduciary accounts, managed assets | $1,485,000 | 88 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $49,038,000 | 203 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $207,484,000 | 170 |
| Personal trust and agency accounts, non-managed assets | $1,123,000 | 277 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 284 |
| Employee benefit-defined benefit accounts, non-managed Assets | $173,211,000 | 54 |
| Other retirement accounts, non-managed assets | $91,000 | 323 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $22,025,000 | 72 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,034,000 | 75 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,929,000 | 301 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 346 |
| 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 | $1,261,229,000 | 161 |
| Managed Assets ($) | $1,060,014,000 | 134 |
| Personal trust and agency accounts, managed assets | $373,554,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,266,000 | 221 |
| Employee benefit-defined benefit accounts, managed assets | $171,764,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $55,761,000 | 214 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $354,145,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | $95,923,000 | 96 |
| Other fiduciary accounts, managed assets | $1,601,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $50,832,000 | 201 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $201,215,000 | 172 |
| Personal trust and agency accounts, non-managed assets | $1,123,000 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 289 |
| Employee benefit-defined benefit accounts, non-managed Assets | $178,727,000 | 55 |
| Other retirement accounts, non-managed assets | $108,000 | 324 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $21,257,000 | 57 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,067,000 | 304 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 344 |
| 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 | $1,282,185,000 | 159 |
| Managed Assets ($) | $1,076,432,000 | 133 |
| Personal trust and agency accounts, managed assets | $376,877,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,539,000 | 219 |
| Employee benefit-defined benefit accounts, managed assets | $172,184,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $54,327,000 | 216 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $367,969,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | $95,929,000 | 96 |
| Other fiduciary accounts, managed assets | $1,607,000 | 88 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $49,127,000 | 205 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $205,753,000 | 172 |
| Personal trust and agency accounts, non-managed assets | $1,124,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 287 |
| Employee benefit-defined benefit accounts, non-managed Assets | $179,642,000 | 55 |
| Other retirement accounts, non-managed assets | $119,000 | 324 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,868,000 | 53 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,717,000 | 282 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 346 |
| 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 | $1,266,113,000 | 160 |
| Managed Assets ($) | $1,073,108,000 | 133 |
| Personal trust and agency accounts, managed assets | $389,560,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,781,000 | 272 |
| Employee benefit-defined benefit accounts, managed assets | $170,076,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $51,762,000 | 222 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $358,587,000 | 136 |
| Foundation and endowment trust and agency accounts, managed assets | $93,694,000 | 91 |
| Other fiduciary accounts, managed assets | $1,648,000 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $46,362,000 | 213 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $193,005,000 | 177 |
| Personal trust and agency accounts, non-managed assets | $1,138,000 | 500 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 494 |
| Employee benefit-defined benefit accounts, non-managed Assets | $169,022,000 | 56 |
| Other retirement accounts, non-managed assets | $182,000 | 677 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,663,000 | 59 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,662,000 | 396 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 750 |
| 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 | $1,272,320,000 | 155 |
| Managed Assets ($) | $1,071,094,000 | 128 |
| Personal trust and agency accounts, managed assets | $393,870,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,499,000 | 217 |
| Employee benefit-defined benefit accounts, managed assets | $166,654,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $53,081,000 | 214 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $350,617,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | $97,782,000 | 89 |
| Other fiduciary accounts, managed assets | $1,591,000 | 84 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $47,830,000 | 203 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $201,226,000 | 172 |
| Personal trust and agency accounts, non-managed assets | $1,138,000 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 292 |
| Employee benefit-defined benefit accounts, non-managed Assets | $175,449,000 | 55 |
| Other retirement accounts, non-managed assets | $202,000 | 318 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,437,000 | 54 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,827,000 | 293 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 343 |
| 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 | $1,331,983,000 | 151 |
| Managed Assets ($) | $1,129,978,000 | 126 |
| Personal trust and agency accounts, managed assets | $425,292,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,694,000 | 215 |
| Employee benefit-defined benefit accounts, managed assets | $167,007,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $57,709,000 | 208 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $369,868,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | $100,802,000 | 87 |
| Other fiduciary accounts, managed assets | $1,606,000 | 81 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $52,309,000 | 193 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $202,005,000 | 173 |
| Personal trust and agency accounts, non-managed assets | $1,139,000 | 282 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $175,374,000 | 52 |
| Other retirement accounts, non-managed assets | $219,000 | 316 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,273,000 | 53 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,205,000 | 292 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 343 |
| 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 | $1,605,705,000 | 133 |
| Managed Assets ($) | $1,406,905,000 | 110 |
| Personal trust and agency accounts, managed assets | $500,976,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,472,000 | 213 |
| Employee benefit-defined benefit accounts, managed assets | $164,683,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $90,456,000 | 140 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $542,002,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | $98,476,000 | 81 |
| Other fiduciary accounts, managed assets | $2,840,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $85,194,000 | 129 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $198,800,000 | 173 |
| Personal trust and agency accounts, non-managed assets | $1,141,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 298 |
| Employee benefit-defined benefit accounts, non-managed Assets | $172,179,000 | 55 |
| Other retirement accounts, non-managed assets | $215,000 | 321 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,265,000 | 51 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,921,000 | 294 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 345 |
| 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 | $1,586,087,000 | 134 |
| Managed Assets ($) | $1,380,616,000 | 113 |
| Personal trust and agency accounts, managed assets | $500,721,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,343,000 | 246 |
| Employee benefit-defined benefit accounts, managed assets | $163,129,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $87,693,000 | 144 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $516,487,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | $100,377,000 | 81 |
| Other fiduciary accounts, managed assets | $2,866,000 | 101 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $81,606,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $205,471,000 | 170 |
| Personal trust and agency accounts, non-managed assets | $1,893,000 | 451 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $97,000 | 498 |
| Employee benefit-defined benefit accounts, non-managed Assets | $177,640,000 | 53 |
| Other retirement accounts, non-managed assets | $411,000 | 662 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,430,000 | 52 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,753,000 | 388 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $65,000 | 761 |
| 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 | $1,482,846,000 | 135 |
| Managed Assets ($) | $1,285,090,000 | 111 |
| Personal trust and agency accounts, managed assets | $469,420,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,673,000 | 204 |
| Employee benefit-defined benefit accounts, managed assets | $152,798,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $83,427,000 | 142 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $474,051,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $95,300,000 | 81 |
| Other fiduciary accounts, managed assets | $1,421,000 | 81 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $77,751,000 | 134 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $197,756,000 | 168 |
| Personal trust and agency accounts, non-managed assets | $1,894,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $97,000 | 285 |
| Employee benefit-defined benefit accounts, non-managed Assets | $170,683,000 | 55 |
| Other retirement accounts, non-managed assets | $372,000 | 303 |
| 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 | $24,710,000 | 50 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,482,000 | 282 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $65,000 | 329 |
| 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 | $1,614,063,000 | 128 |
| Managed Assets ($) | $1,425,823,000 | 105 |
| Personal trust and agency accounts, managed assets | $473,599,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,320,000 | 206 |
| Employee benefit-defined benefit accounts, managed assets | $151,142,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $78,291,000 | 142 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $624,372,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $88,705,000 | 86 |
| Other fiduciary accounts, managed assets | $1,394,000 | 80 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $72,857,000 | 133 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $188,240,000 | 175 |
| Personal trust and agency accounts, non-managed assets | $3,125,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $97,000 | 284 |
| Employee benefit-defined benefit accounts, non-managed Assets | $161,068,000 | 53 |
| Other retirement accounts, non-managed assets | $304,000 | 302 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,646,000 | 50 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $39,859,000 | 254 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $65,000 | 329 |
| 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 | $1,620,978,000 | 131 |
| Managed Assets ($) | $1,427,279,000 | 105 |
| Personal trust and agency accounts, managed assets | $476,264,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,330,000 | 207 |
| Employee benefit-defined benefit accounts, managed assets | $152,412,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $79,073,000 | 140 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $607,920,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | $101,884,000 | 77 |
| Other fiduciary accounts, managed assets | $1,396,000 | 82 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $63,817,000 | 141 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $193,699,000 | 173 |
| Personal trust and agency accounts, non-managed assets | $3,127,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $97,000 | 287 |
| Employee benefit-defined benefit accounts, non-managed Assets | $163,824,000 | 52 |
| Other retirement accounts, non-managed assets | $249,000 | 309 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $26,402,000 | 47 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,791,000 | 256 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $65,000 | 333 |
| 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 | $1,525,924,000 | 133 |
| Managed Assets ($) | $1,344,045,000 | 105 |
| Personal trust and agency accounts, managed assets | $452,076,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,863,000 | 261 |
| Employee benefit-defined benefit accounts, managed assets | $144,171,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $72,536,000 | 144 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $541,738,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | $124,345,000 | 68 |
| Other fiduciary accounts, managed assets | $1,316,000 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $65,545,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $181,879,000 | 179 |
| Personal trust and agency accounts, non-managed assets | $3,454,000 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $97,000 | 528 |
| Employee benefit-defined benefit accounts, non-managed Assets | $152,497,000 | 51 |
| Other retirement accounts, non-managed assets | $278,000 | 684 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,553,000 | 47 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $102,235,000 | 218 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $65,000 | 764 |
| 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 | $1,544,897,000 | 128 |
| Managed Assets ($) | $1,364,493,000 | 104 |
| Personal trust and agency accounts, managed assets | $462,428,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,748,000 | 210 |
| Employee benefit-defined benefit accounts, managed assets | $143,355,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $72,299,000 | 141 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $551,096,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | $126,213,000 | 66 |
| Other fiduciary accounts, managed assets | $1,354,000 | 76 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $65,377,000 | 132 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $180,404,000 | 174 |
| Personal trust and agency accounts, non-managed assets | $4,651,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $97,000 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $150,030,000 | 51 |
| Other retirement accounts, non-managed assets | $274,000 | 292 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,352,000 | 44 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $102,906,000 | 188 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $65,000 | 315 |
| 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 | $1,463,906,000 | 130 |
| Managed Assets ($) | $1,300,609,000 | 102 |
| Personal trust and agency accounts, managed assets | $447,542,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,243,000 | 212 |
| Employee benefit-defined benefit accounts, managed assets | $136,157,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $68,677,000 | 143 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $501,851,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $137,838,000 | 63 |
| Other fiduciary accounts, managed assets | $1,301,000 | 76 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $62,092,000 | 137 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $163,297,000 | 184 |
| Personal trust and agency accounts, non-managed assets | $4,775,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $97,000 | 281 |
| Employee benefit-defined benefit accounts, non-managed Assets | $133,412,000 | 54 |
| Other retirement accounts, non-managed assets | $268,000 | 295 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,745,000 | 42 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $103,974,000 | 185 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $65,000 | 316 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,620,926,000 | 127 |
| Managed Assets ($) | $1,334,569,000 | 104 |
| Personal trust and agency accounts, managed assets | $463,192,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,443,000 | 212 |
| Employee benefit-defined benefit accounts, managed assets | $147,161,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $70,560,000 | 140 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $502,208,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $142,662,000 | 63 |
| Other fiduciary accounts, managed assets | $1,343,000 | 75 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $63,817,000 | 133 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $286,357,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $7,328,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $97,000 | 280 |
| Employee benefit-defined benefit accounts, non-managed Assets | $254,518,000 | 46 |
| Other retirement accounts, non-managed assets | $293,000 | 295 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,121,000 | 42 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $104,806,000 | 186 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $65,000 | 318 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,467,770,000 | 128 |
| Managed Assets ($) | $1,222,879,000 | 105 |
| Personal trust and agency accounts, managed assets | $431,823,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,815,000 | 279 |
| Employee benefit-defined benefit accounts, managed assets | $120,923,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $66,547,000 | 137 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $465,000,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $130,524,000 | 63 |
| Other fiduciary accounts, managed assets | $1,247,000 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $60,605,000 | 132 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $244,891,000 | 146 |
| Personal trust and agency accounts, non-managed assets | $10,319,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $97,000 | 534 |
| Employee benefit-defined benefit accounts, non-managed Assets | $214,091,000 | 48 |
| Other retirement accounts, non-managed assets | $303,000 | 693 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,081,000 | 48 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $104,147,000 | 211 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $65,000 | 768 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,333,608,000 | 130 |
| Managed Assets ($) | $1,113,593,000 | 110 |
| Personal trust and agency accounts, managed assets | $400,019,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,376,000 | 211 |
| Employee benefit-defined benefit accounts, managed assets | $113,941,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $61,656,000 | 142 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $408,560,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | $121,859,000 | 65 |
| Other fiduciary accounts, managed assets | $1,182,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $56,355,000 | 136 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $220,015,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $7,790,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $97,000 | 288 |
| Employee benefit-defined benefit accounts, non-managed Assets | $190,954,000 | 49 |
| Other retirement accounts, non-managed assets | $279,000 | 306 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,895,000 | 44 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $97,403,000 | 188 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $65,000 | 317 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,535,814,000 | 127 |
| Managed Assets ($) | $1,318,091,000 | 108 |
| Personal trust and agency accounts, managed assets | $423,299,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,284,000 | 213 |
| Employee benefit-defined benefit accounts, managed assets | $245,991,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $68,682,000 | 136 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $435,315,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | $136,157,000 | 61 |
| Other fiduciary accounts, managed assets | $1,363,000 | 72 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $62,745,000 | 132 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $217,723,000 | 152 |
| Personal trust and agency accounts, non-managed assets | $6,776,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $143,000 | 288 |
| Employee benefit-defined benefit accounts, non-managed Assets | $187,397,000 | 50 |
| Other retirement accounts, non-managed assets | $325,000 | 306 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,082,000 | 42 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $97,090,000 | 197 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $65,000 | 319 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,513,498,000 | 128 |
| Managed Assets ($) | $1,293,705,000 | 105 |
| Personal trust and agency accounts, managed assets | $436,511,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,489,000 | 211 |
| Employee benefit-defined benefit accounts, managed assets | $244,839,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $60,336,000 | 148 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $407,765,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | $134,148,000 | 60 |
| Other fiduciary accounts, managed assets | $1,617,000 | 72 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $52,774,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $219,793,000 | 156 |
| Personal trust and agency accounts, non-managed assets | $7,510,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $144,000 | 284 |
| Employee benefit-defined benefit accounts, non-managed Assets | $188,330,000 | 51 |
| Other retirement accounts, non-managed assets | $348,000 | 310 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,393,000 | 42 |
| Other fiduciary accounts, non-managed assets | $68,000 | 90 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $92,032,000 | 196 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $65,000 | 321 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,456,275,000 | 134 |
| Managed Assets ($) | $1,240,396,000 | 106 |
| Personal trust and agency accounts, managed assets | $410,372,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,793,000 | 283 |
| Employee benefit-defined benefit accounts, managed assets | $238,499,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $58,867,000 | 152 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $392,739,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $130,540,000 | 58 |
| Other fiduciary accounts, managed assets | $1,586,000 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $51,650,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $215,879,000 | 160 |
| Personal trust and agency accounts, non-managed assets | $7,660,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $145,000 | 547 |
| Employee benefit-defined benefit accounts, non-managed Assets | $181,920,000 | 52 |
| Other retirement accounts, non-managed assets | $371,000 | 699 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,729,000 | 43 |
| Other fiduciary accounts, non-managed assets | $54,000 | 178 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $93,569,000 | 230 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $65,000 | 769 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,385,129,000 | 134 |
| Managed Assets ($) | $1,179,481,000 | 104 |
| Personal trust and agency accounts, managed assets | $377,831,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,171,000 | 215 |
| Employee benefit-defined benefit accounts, managed assets | $229,127,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $52,694,000 | 153 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $386,146,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | $124,993,000 | 61 |
| Other fiduciary accounts, managed assets | $1,519,000 | 71 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $45,935,000 | 145 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $205,648,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $5,126,000 | 214 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $145,000 | 283 |
| Employee benefit-defined benefit accounts, non-managed Assets | $173,810,000 | 52 |
| Other retirement accounts, non-managed assets | $696,000 | 280 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,818,000 | 41 |
| Other fiduciary accounts, non-managed assets | $53,000 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $103,331,000 | 186 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $65,000 | 304 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,277,757,000 | 132 |
| Managed Assets ($) | $1,095,099,000 | 105 |
| Personal trust and agency accounts, managed assets | $355,365,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,754,000 | 242 |
| Employee benefit-defined benefit accounts, managed assets | $205,624,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $50,429,000 | 151 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $355,744,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | $122,749,000 | 57 |
| Other fiduciary accounts, managed assets | $1,434,000 | 75 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $43,960,000 | 142 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $182,658,000 | 167 |
| Personal trust and agency accounts, non-managed assets | $7,236,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $146,000 | 284 |
| Employee benefit-defined benefit accounts, non-managed Assets | $157,542,000 | 52 |
| Other retirement accounts, non-managed assets | $1,038,000 | 272 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,645,000 | 46 |
| Other fiduciary accounts, non-managed assets | $51,000 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $104,929,000 | 184 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $65,000 | 299 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,393,205,000 | 132 |
| Managed Assets ($) | $1,196,210,000 | 101 |
| Personal trust and agency accounts, managed assets | $394,794,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,039,000 | 241 |
| Employee benefit-defined benefit accounts, managed assets | $219,849,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $52,179,000 | 152 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $388,553,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | $135,230,000 | 55 |
| Other fiduciary accounts, managed assets | $1,566,000 | 71 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $45,504,000 | 142 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $196,995,000 | 169 |
| Personal trust and agency accounts, non-managed assets | $10,515,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $146,000 | 284 |
| Employee benefit-defined benefit accounts, non-managed Assets | $166,629,000 | 54 |
| Other retirement accounts, non-managed assets | $1,476,000 | 264 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,187,000 | 48 |
| Other fiduciary accounts, non-managed assets | $42,000 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $107,352,000 | 193 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $65,000 | 299 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,369,869,000 | 132 |
| Managed Assets ($) | $1,175,578,000 | 102 |
| Personal trust and agency accounts, managed assets | $403,000,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,996,000 | 359 |
| Employee benefit-defined benefit accounts, managed assets | $212,408,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $49,625,000 | 155 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $372,908,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $132,111,000 | 54 |
| Other fiduciary accounts, managed assets | $1,530,000 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $43,290,000 | 142 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $194,291,000 | 166 |
| Personal trust and agency accounts, non-managed assets | $11,219,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $147,000 | 559 |
| Employee benefit-defined benefit accounts, non-managed Assets | $161,994,000 | 56 |
| Other retirement accounts, non-managed assets | $2,255,000 | 491 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,602,000 | 54 |
| Other fiduciary accounts, non-managed assets | $74,000 | 160 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $114,887,000 | 210 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $65,000 | 775 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,327,875,000 | 134 |
| Managed Assets ($) | $1,155,599,000 | 102 |
| Personal trust and agency accounts, managed assets | $455,822,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,429,000 | 231 |
| Employee benefit-defined benefit accounts, managed assets | $206,445,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $43,494,000 | 167 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $443,896,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,513,000 | 75 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $172,276,000 | 166 |
| Personal trust and agency accounts, non-managed assets | $12,297,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $148,000 | 280 |
| Employee benefit-defined benefit accounts, non-managed Assets | $157,096,000 | 53 |
| Other retirement accounts, non-managed assets | $2,601,000 | 234 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $134,000 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $132,253,000 | 178 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,206,752,000 | 139 |
| Managed Assets ($) | $1,068,901,000 | 106 |
| Personal trust and agency accounts, managed assets | $429,199,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,642,000 | 232 |
| Employee benefit-defined benefit accounts, managed assets | $180,954,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $41,161,000 | 166 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $411,537,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,408,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $137,851,000 | 185 |
| Personal trust and agency accounts, non-managed assets | $12,330,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $148,000 | 287 |
| Employee benefit-defined benefit accounts, non-managed Assets | $124,182,000 | 58 |
| Other retirement accounts, non-managed assets | $1,137,000 | 269 |
| Corporate trust and agency accounts, non-managed assets | $0 | 161 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $54,000 | 109 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $135,550,000 | 182 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,102,108,000 | 140 |
| Managed Assets ($) | $981,507,000 | 106 |
| Personal trust and agency accounts, managed assets | $399,473,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,215,000 | 234 |
| Employee benefit-defined benefit accounts, managed assets | $146,040,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $36,918,000 | 168 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $393,559,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,302,000 | 81 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $120,601,000 | 189 |
| Personal trust and agency accounts, non-managed assets | $5,890,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $189,000 | 286 |
| Employee benefit-defined benefit accounts, non-managed Assets | $109,943,000 | 55 |
| Other retirement accounts, non-managed assets | $4,511,000 | 207 |
| Corporate trust and agency accounts, non-managed assets | $0 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $68,000 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $126,485,000 | 188 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,240,287,000 | 136 |
| Managed Assets ($) | $1,111,056,000 | 102 |
| Personal trust and agency accounts, managed assets | $446,651,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,511,000 | 305 |
| Employee benefit-defined benefit accounts, managed assets | $155,757,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $39,522,000 | 168 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $461,221,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,394,000 | 136 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $129,231,000 | 201 |
| Personal trust and agency accounts, non-managed assets | $7,156,000 | 335 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,674,000 | 446 |
| Employee benefit-defined benefit accounts, non-managed Assets | $115,776,000 | 61 |
| Other retirement accounts, non-managed assets | $4,578,000 | 379 |
| Corporate trust and agency accounts, non-managed assets | $0 | 351 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $47,000 | 220 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $130,675,000 | 207 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,403,743,000 | 130 |
| Managed Assets ($) | $1,258,586,000 | 102 |
| Personal trust and agency accounts, managed assets | $491,512,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,778,000 | 227 |
| Employee benefit-defined benefit accounts, managed assets | $169,291,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $47,630,000 | 156 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $540,749,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,626,000 | 88 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $145,157,000 | 192 |
| Personal trust and agency accounts, non-managed assets | $7,863,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,915,000 | 278 |
| Employee benefit-defined benefit accounts, non-managed Assets | $129,918,000 | 62 |
| Other retirement accounts, non-managed assets | $5,425,000 | 226 |
| Corporate trust and agency accounts, non-managed assets | $0 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $36,000 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $143,807,000 | 192 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,496,915,000 | 134 |
| Managed Assets ($) | $1,340,525,000 | 102 |
| Personal trust and agency accounts, managed assets | $536,831,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,782,000 | 230 |
| Employee benefit-defined benefit accounts, managed assets | $186,408,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $52,354,000 | 155 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $554,347,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,803,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $156,390,000 | 192 |
| Personal trust and agency accounts, non-managed assets | $13,159,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,045,000 | 287 |
| Employee benefit-defined benefit accounts, non-managed Assets | $134,764,000 | 64 |
| Other retirement accounts, non-managed assets | $6,382,000 | 213 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $40,000 | 122 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $145,195,000 | 193 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,553,322,000 | 138 |
| Managed Assets ($) | $1,372,139,000 | 105 |
| Personal trust and agency accounts, managed assets | $545,991,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,803,000 | 222 |
| Employee benefit-defined benefit accounts, managed assets | $190,914,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $56,764,000 | 143 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $566,814,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,853,000 | 92 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $181,183,000 | 182 |
| Personal trust and agency accounts, non-managed assets | $35,712,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,156,000 | 292 |
| Employee benefit-defined benefit accounts, non-managed Assets | $136,183,000 | 67 |
| Other retirement accounts, non-managed assets | $7,085,000 | 204 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $47,000 | 119 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $151,606,000 | 195 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,649,218,000 | 134 |
| Managed Assets ($) | $1,456,968,000 | 103 |
| Personal trust and agency accounts, managed assets | $583,460,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,915,000 | 296 |
| Employee benefit-defined benefit accounts, managed assets | $202,424,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $62,763,000 | 139 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $595,430,000 | 92 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,976,000 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $192,250,000 | 185 |
| Personal trust and agency accounts, non-managed assets | $36,145,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,264,000 | 378 |
| Employee benefit-defined benefit accounts, non-managed Assets | $142,599,000 | 69 |
| Other retirement accounts, non-managed assets | $7,204,000 | 328 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $38,000 | 222 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $185,128,000 | 189 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,724,693,000 | 131 |
| Managed Assets ($) | $1,510,040,000 | 101 |
| Personal trust and agency accounts, managed assets | $598,077,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,092,000 | 203 |
| Employee benefit-defined benefit accounts, managed assets | $206,991,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $63,529,000 | 137 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $622,293,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,058,000 | 83 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $214,653,000 | 175 |
| Personal trust and agency accounts, non-managed assets | $39,224,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,164,000 | 230 |
| Employee benefit-defined benefit accounts, non-managed Assets | $141,065,000 | 68 |
| Other retirement accounts, non-managed assets | $23,162,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $38,000 | 111 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $173,580,000 | 186 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,708,445,000 | 136 |
| Managed Assets ($) | $1,493,377,000 | 104 |
| Personal trust and agency accounts, managed assets | $580,716,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,063,000 | 205 |
| Employee benefit-defined benefit accounts, managed assets | $195,628,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $62,194,000 | 135 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $635,742,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,034,000 | 84 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $215,068,000 | 180 |
| Personal trust and agency accounts, non-managed assets | $40,860,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,796,000 | 243 |
| Employee benefit-defined benefit accounts, non-managed Assets | $139,649,000 | 71 |
| Other retirement accounts, non-managed assets | $23,531,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $232,000 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $172,985,000 | 198 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,654,620,000 | 138 |
| Managed Assets ($) | $1,466,968,000 | 104 |
| Personal trust and agency accounts, managed assets | $573,824,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,202,000 | 204 |
| Employee benefit-defined benefit accounts, managed assets | $189,876,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $60,531,000 | 131 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $623,528,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,007,000 | 82 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $187,652,000 | 188 |
| Personal trust and agency accounts, non-managed assets | $20,150,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,706,000 | 243 |
| Employee benefit-defined benefit accounts, non-managed Assets | $133,394,000 | 72 |
| Other retirement accounts, non-managed assets | $23,348,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $54,000 | 111 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $177,845,000 | 191 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,654,619,000 | 134 |
| Managed Assets ($) | $1,469,873,000 | 102 |
| Personal trust and agency accounts, managed assets | $582,584,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,548,000 | 241 |
| Employee benefit-defined benefit accounts, managed assets | $188,413,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $54,920,000 | 138 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $626,125,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $283,000 | 196 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $184,746,000 | 190 |
| Personal trust and agency accounts, non-managed assets | $20,445,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,962,000 | 339 |
| Employee benefit-defined benefit accounts, non-managed Assets | $129,547,000 | 73 |
| Other retirement accounts, non-managed assets | $24,727,000 | 135 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $65,000 | 211 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $181,083,000 | 202 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,552,635,000 | 141 |
| Managed Assets ($) | $1,378,255,000 | 105 |
| Personal trust and agency accounts, managed assets | $515,705,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,087,000 | 213 |
| Employee benefit-defined benefit accounts, managed assets | $173,748,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $51,232,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $623,199,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $284,000 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $174,380,000 | 195 |
| Personal trust and agency accounts, non-managed assets | $17,310,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,446,000 | 240 |
| Employee benefit-defined benefit accounts, non-managed Assets | $122,873,000 | 77 |
| Other retirement accounts, non-managed assets | $24,701,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $50,000 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $184,884,000 | 187 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,550,164,000 | 145 |
| Managed Assets ($) | $1,382,417,000 | 107 |
| Personal trust and agency accounts, managed assets | $519,784,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,170,000 | 213 |
| Employee benefit-defined benefit accounts, managed assets | $168,511,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $49,716,000 | 148 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $628,964,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $272,000 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $167,747,000 | 204 |
| Personal trust and agency accounts, non-managed assets | $16,500,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,181,000 | 240 |
| Employee benefit-defined benefit accounts, non-managed Assets | $118,550,000 | 80 |
| Other retirement accounts, non-managed assets | $23,464,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $52,000 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $185,492,000 | 186 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,581,983,000 | 146 |
| Managed Assets ($) | $1,410,091,000 | 105 |
| Personal trust and agency accounts, managed assets | $532,093,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,179,000 | 222 |
| Employee benefit-defined benefit accounts, managed assets | $171,907,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $50,476,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $640,147,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $289,000 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $171,892,000 | 203 |
| Personal trust and agency accounts, non-managed assets | $20,281,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,040,000 | 246 |
| Employee benefit-defined benefit accounts, non-managed Assets | $119,545,000 | 79 |
| Other retirement accounts, non-managed assets | $22,978,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $48,000 | 109 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $194,886,000 | 185 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,914,609,000 | 128 |
| Managed Assets ($) | $1,363,602,000 | 108 |
| Personal trust and agency accounts, managed assets | $500,751,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,810,000 | 272 |
| Employee benefit-defined benefit accounts, managed assets | $167,732,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $49,857,000 | 139 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $630,179,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $273,000 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $551,007,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $20,079,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,952,000 | 347 |
| Employee benefit-defined benefit accounts, non-managed Assets | $499,052,000 | 51 |
| Other retirement accounts, non-managed assets | $22,818,000 | 148 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $106,000 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $180,678,000 | 199 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,026,104,000 | 125 |
| Managed Assets ($) | $1,353,923,000 | 107 |
| Personal trust and agency accounts, managed assets | $514,573,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,657,000 | 218 |
| Employee benefit-defined benefit accounts, managed assets | $166,429,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $47,667,000 | 138 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $610,316,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $281,000 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $672,181,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $27,696,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,985,000 | 251 |
| Employee benefit-defined benefit accounts, non-managed Assets | $482,730,000 | 52 |
| Other retirement accounts, non-managed assets | $152,727,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $43,000 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $189,230,000 | 179 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,867,590,000 | 125 |
| Managed Assets ($) | $1,267,261,000 | 107 |
| Personal trust and agency accounts, managed assets | $479,290,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,457,000 | 223 |
| Employee benefit-defined benefit accounts, managed assets | $158,990,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $46,667,000 | 136 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $567,588,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $269,000 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $600,329,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $27,424,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,615,000 | 273 |
| Employee benefit-defined benefit accounts, non-managed Assets | $414,931,000 | 49 |
| Other retirement accounts, non-managed assets | $152,277,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $0 | 195 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $82,000 | 111 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $125,051,000 | 218 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,683,611,000 | 135 |
| Managed Assets ($) | $1,040,959,000 | 122 |
| Personal trust and agency accounts, managed assets | $476,111,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,718,000 | 227 |
| Employee benefit-defined benefit accounts, managed assets | $148,843,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $47,390,000 | 135 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $354,617,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $280,000 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $642,652,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $20,032,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,502,000 | 273 |
| Employee benefit-defined benefit accounts, non-managed Assets | $464,506,000 | 51 |
| Other retirement accounts, non-managed assets | $152,541,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $71,000 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $112,583,000 | 232 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,686,957,000 | 139 |
| Managed Assets ($) | $1,091,263,000 | 118 |
| Personal trust and agency accounts, managed assets | $475,432,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $54,859,000 | 134 |
| Employee benefit-defined benefit accounts, managed assets | $150,585,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $45,905,000 | 139 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $364,200,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $282,000 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $595,694,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $21,354,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,135,000 | 415 |
| Employee benefit-defined benefit accounts, non-managed Assets | $433,847,000 | 51 |
| Other retirement accounts, non-managed assets | $135,292,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $66,000 | 217 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $177,929,000 | 202 |
| 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 | $1,577,270,000 | 142 |
| Managed Assets ($) | $988,417,000 | 125 |
| Personal trust and agency accounts, managed assets | $471,082,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,633,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $136,558,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $44,436,000 | 135 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $289,441,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $267,000 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $588,853,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $26,800,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,754,000 | 279 |
| Employee benefit-defined benefit accounts, non-managed Assets | $421,118,000 | 52 |
| Other retirement accounts, non-managed assets | $136,102,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $79,000 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $177,743,000 | 189 |
| 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 | $1,609,632,000 | 138 |
| Managed Assets ($) | $1,021,083,000 | 120 |
| Personal trust and agency accounts, managed assets | $474,837,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,014,000 | 151 |
| Employee benefit-defined benefit accounts, managed assets | $137,782,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $44,339,000 | 135 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $319,843,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $268,000 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $588,549,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $28,065,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,952,000 | 286 |
| Employee benefit-defined benefit accounts, non-managed Assets | $420,309,000 | 52 |
| Other retirement accounts, non-managed assets | $134,785,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $438,000 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $174,663,000 | 196 |
| 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 | $1,592,736,000 | 144 |
| Managed Assets ($) | $996,395,000 | 122 |
| Personal trust and agency accounts, managed assets | $461,912,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,556,000 | 143 |
| Employee benefit-defined benefit accounts, managed assets | $139,617,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $45,952,000 | 129 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $301,081,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $277,000 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $596,341,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $24,434,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,900,000 | 289 |
| Employee benefit-defined benefit accounts, non-managed Assets | $434,903,000 | 53 |
| Other retirement accounts, non-managed assets | $132,061,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $43,000 | 119 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $188,657,000 | 196 |
| 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 | $1,100,779,000 | 173 |
| Managed Assets ($) | $903,976,000 | 134 |
| Personal trust and agency accounts, managed assets | $433,131,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,722,000 | 164 |
| Employee benefit-defined benefit accounts, managed assets | $133,543,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $34,042,000 | 167 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $260,269,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $269,000 | 243 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $196,803,000 | 208 |
| Personal trust and agency accounts, non-managed assets | $19,190,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,569,000 | 439 |
| Employee benefit-defined benefit accounts, non-managed Assets | $55,353,000 | 103 |
| Other retirement accounts, non-managed assets | $117,639,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $0 | 431 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $52,000 | 243 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $179,747,000 | 213 |
| 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 | $1,056,153,000 | 177 |
| Managed Assets ($) | $853,370,000 | 143 |
| Personal trust and agency accounts, managed assets | $405,707,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,129,000 | 167 |
| Employee benefit-defined benefit accounts, managed assets | $83,179,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $30,651,000 | 174 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $295,452,000 | 125 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $252,000 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $202,783,000 | 197 |
| Personal trust and agency accounts, non-managed assets | $10,579,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,157,000 | 302 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,566,000 | 92 |
| Other retirement accounts, non-managed assets | $101,424,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $0 | 201 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $57,000 | 136 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $172,393,000 | 207 |
| 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 | $1,042,402,000 | 178 |
| Managed Assets ($) | $843,881,000 | 143 |
| Personal trust and agency accounts, managed assets | $397,254,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,240,000 | 171 |
| Employee benefit-defined benefit accounts, managed assets | $85,167,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $29,999,000 | 174 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $294,977,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $244,000 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $198,521,000 | 198 |
| Personal trust and agency accounts, non-managed assets | $11,499,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,884,000 | 304 |
| Employee benefit-defined benefit accounts, non-managed Assets | $81,310,000 | 93 |
| Other retirement accounts, non-managed assets | $101,765,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $0 | 205 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $63,000 | 144 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $134,824,000 | 230 |
| 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 | $983,081,000 | 187 |
| Managed Assets ($) | $793,686,000 | 149 |
| Personal trust and agency accounts, managed assets | $377,735,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,720,000 | 176 |
| Employee benefit-defined benefit accounts, managed assets | $80,505,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $25,926,000 | 182 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $274,572,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $228,000 | 141 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $189,395,000 | 209 |
| Personal trust and agency accounts, non-managed assets | $12,080,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,653,000 | 314 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,960,000 | 98 |
| Other retirement accounts, non-managed assets | $102,637,000 | 70 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $65,000 | 141 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $132,322,000 | 233 |
| 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 | $998,184,000 | 185 |
| Managed Assets ($) | $796,951,000 | 147 |
| Personal trust and agency accounts, managed assets | $379,886,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,219,000 | 182 |
| Employee benefit-defined benefit accounts, managed assets | $81,715,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $25,476,000 | 196 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $274,419,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $236,000 | 263 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $201,233,000 | 207 |
| Personal trust and agency accounts, non-managed assets | $4,317,000 | 425 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,764,000 | 461 |
| Employee benefit-defined benefit accounts, non-managed Assets | $73,051,000 | 96 |
| Other retirement accounts, non-managed assets | $120,028,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $73,000 | 246 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $132,985,000 | 251 |
| 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 | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | 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 |
| 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 |