Home > 1st Source Bank > Total Fiduciary and Related Assets
1st Source 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 | $5,292,700,000 | 108 |
| Managed Assets ($) | $4,249,489,000 | 86 |
| Personal trust and agency accounts, managed assets | $1,131,992,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,560,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $191,292,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $523,367,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $2,284,479,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | $87,799,000 | 146 |
| 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 | $522,450,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $1,043,211,000 | 122 |
| Personal trust and agency accounts, non-managed assets | $49,374,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $872,166,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,730,000 | 98 |
| Other retirement accounts, non-managed assets | $10,032,000 | 247 |
| Corporate trust and agency accounts, non-managed assets | $6,157,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | $79,740,000 | 57 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,012,000 | 72 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $170,595,000 | 205 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,032,000 | 272 |
| 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 | $4,797,170,000 | 112 |
| Managed Assets ($) | $3,873,418,000 | 91 |
| Personal trust and agency accounts, managed assets | $1,006,410,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,574,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $177,150,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $477,936,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $2,099,031,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $84,317,000 | 140 |
| 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 | $477,014,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $923,752,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $48,721,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $764,954,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,759,000 | 89 |
| Other retirement accounts, non-managed assets | $9,944,000 | 163 |
| Corporate trust and agency accounts, non-managed assets | $6,154,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | $68,651,000 | 53 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,569,000 | 68 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $166,394,000 | 187 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,944,000 | 178 |
| 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 | $4,853,938,000 | 108 |
| Managed Assets ($) | $3,908,638,000 | 89 |
| Personal trust and agency accounts, managed assets | $1,138,793,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,241,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $183,669,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $484,819,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $1,984,205,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $87,911,000 | 141 |
| Other fiduciary accounts, managed assets | $0 | 152 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $483,886,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $945,300,000 | 121 |
| Personal trust and agency accounts, non-managed assets | $45,401,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $786,521,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,922,000 | 93 |
| Other retirement accounts, non-managed assets | $12,387,000 | 178 |
| Corporate trust and agency accounts, non-managed assets | $6,421,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | $68,660,000 | 57 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,988,000 | 72 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $159,203,000 | 192 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,387,000 | 192 |
| 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 | $4,765,708,000 | 115 |
| Managed Assets ($) | $3,846,167,000 | 94 |
| Personal trust and agency accounts, managed assets | $1,140,402,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,284,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $180,762,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $476,527,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $1,933,819,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $85,373,000 | 143 |
| Other fiduciary accounts, managed assets | $0 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $475,600,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $919,541,000 | 131 |
| Personal trust and agency accounts, non-managed assets | $46,318,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $758,193,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,953,000 | 92 |
| Other retirement accounts, non-managed assets | $12,227,000 | 154 |
| Corporate trust and agency accounts, non-managed assets | $6,336,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | $68,938,000 | 54 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,576,000 | 69 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $142,542,000 | 198 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,227,000 | 170 |
| 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 | $4,725,593,000 | 115 |
| Managed Assets ($) | $3,731,878,000 | 93 |
| Personal trust and agency accounts, managed assets | $1,206,254,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,994,000 | 139 |
| Employee benefit-defined benefit accounts, managed assets | $174,657,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $463,608,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $1,775,149,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $83,216,000 | 153 |
| Other fiduciary accounts, managed assets | $0 | 208 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $462,703,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $993,715,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $47,278,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $817,950,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,232,000 | 96 |
| Other retirement accounts, non-managed assets | $14,193,000 | 187 |
| Corporate trust and agency accounts, non-managed assets | $6,494,000 | 82 |
| Investment management and advisory agency accounts, non-managed assets | $80,423,000 | 57 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,145,000 | 71 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $112,353,000 | 238 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,193,000 | 226 |
| 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 | $4,470,096,000 | 115 |
| Managed Assets ($) | $3,536,708,000 | 93 |
| Personal trust and agency accounts, managed assets | $1,124,261,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,679,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $165,067,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $440,282,000 | 67 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,700,836,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $78,583,000 | 149 |
| Other fiduciary accounts, managed assets | $0 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $439,344,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $933,388,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $45,431,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $769,020,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,627,000 | 93 |
| Other retirement accounts, non-managed assets | $13,524,000 | 147 |
| Corporate trust and agency accounts, non-managed assets | $7,977,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | $72,150,000 | 54 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,659,000 | 70 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $106,411,000 | 207 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,524,000 | 160 |
| 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 | $4,550,419,000 | 93 |
| Managed Assets ($) | $3,582,274,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,152,352,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,221,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $170,958,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $456,936,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,688,899,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $83,908,000 | 137 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $455,888,000 | 55 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $968,145,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $46,863,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $804,173,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,590,000 | 86 |
| Other retirement accounts, non-managed assets | $14,283,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $8,251,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | $67,627,000 | 54 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,358,000 | 61 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $101,725,000 | 206 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,283,000 | 167 |
| 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 | $4,980,305,000 | 92 |
| Managed Assets ($) | $3,869,858,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,241,344,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,894,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $190,237,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $510,405,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $1,752,748,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | $142,230,000 | 103 |
| Other fiduciary accounts, managed assets | $0 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $509,287,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,110,447,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $49,499,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $916,197,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,761,000 | 78 |
| Other retirement accounts, non-managed assets | $15,868,000 | 135 |
| Corporate trust and agency accounts, non-managed assets | $8,169,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $74,737,000 | 47 |
| Foundation and endowment trust and agency accounts, non-managed assets | $26,216,000 | 49 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $111,804,000 | 188 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,868,000 | 152 |
| 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 | $5,215,786,000 | 90 |
| Managed Assets ($) | $4,055,374,000 | 77 |
| Personal trust and agency accounts, managed assets | $1,294,335,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,042,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $200,615,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $539,929,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $1,834,100,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $151,353,000 | 99 |
| Other fiduciary accounts, managed assets | $0 | 216 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $538,777,000 | 55 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $1,160,412,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $49,172,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $958,278,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,217,000 | 84 |
| Other retirement accounts, non-managed assets | $16,699,000 | 176 |
| Corporate trust and agency accounts, non-managed assets | $8,324,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $79,579,000 | 56 |
| Foundation and endowment trust and agency accounts, non-managed assets | $27,143,000 | 54 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $115,279,000 | 224 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,699,000 | 214 |
| 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 | $4,976,013,000 | 93 |
| Managed Assets ($) | $3,850,956,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,238,057,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,566,000 | 116 |
| Employee benefit-defined benefit accounts, managed assets | $192,988,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $521,259,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $1,721,112,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $143,974,000 | 96 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $520,087,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,125,057,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $52,595,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $923,295,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,785,000 | 82 |
| Other retirement accounts, non-managed assets | $15,870,000 | 135 |
| Corporate trust and agency accounts, non-managed assets | $8,551,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | $77,243,000 | 46 |
| Foundation and endowment trust and agency accounts, non-managed assets | $26,718,000 | 47 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $117,519,000 | 184 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,870,000 | 152 |
| 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 | $4,993,953,000 | 93 |
| Managed Assets ($) | $3,854,061,000 | 76 |
| Personal trust and agency accounts, managed assets | $1,276,400,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,951,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $196,727,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $521,103,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,679,929,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $145,951,000 | 97 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $519,626,000 | 55 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,139,892,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $64,029,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $926,342,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,283,000 | 85 |
| Other retirement accounts, non-managed assets | $17,075,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $6,649,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | $77,347,000 | 49 |
| Foundation and endowment trust and agency accounts, non-managed assets | $27,167,000 | 51 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $116,943,000 | 197 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,075,000 | 167 |
| 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 | $4,780,821,000 | 93 |
| Managed Assets ($) | $3,691,752,000 | 76 |
| Personal trust and agency accounts, managed assets | $1,274,713,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,549,000 | 119 |
| Employee benefit-defined benefit accounts, managed assets | $187,022,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $483,037,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $1,574,965,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $139,466,000 | 100 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $481,395,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,089,069,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $62,291,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $883,243,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,553,000 | 80 |
| Other retirement accounts, non-managed assets | $16,792,000 | 131 |
| Corporate trust and agency accounts, non-managed assets | $2,201,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | $77,574,000 | 40 |
| Foundation and endowment trust and agency accounts, non-managed assets | $26,415,000 | 48 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $115,431,000 | 187 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,792,000 | 150 |
| 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 | $4,620,565,000 | 95 |
| Managed Assets ($) | $3,581,738,000 | 78 |
| Personal trust and agency accounts, managed assets | $1,213,286,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,278,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $182,328,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $472,678,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $1,544,956,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $133,212,000 | 98 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $471,057,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $1,038,827,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $58,186,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $854,587,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,323,000 | 88 |
| Other retirement accounts, non-managed assets | $12,353,000 | 209 |
| Corporate trust and agency accounts, non-managed assets | $324,000 | 147 |
| Investment management and advisory agency accounts, non-managed assets | $69,208,000 | 53 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,846,000 | 55 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $120,755,000 | 210 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,353,000 | 253 |
| 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 | $4,187,473,000 | 96 |
| Managed Assets ($) | $3,239,235,000 | 81 |
| Personal trust and agency accounts, managed assets | $1,081,705,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,017,000 | 114 |
| Employee benefit-defined benefit accounts, managed assets | $120,237,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $431,896,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,452,225,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $122,155,000 | 97 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $430,244,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $948,238,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $55,984,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $771,884,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,655,000 | 81 |
| Other retirement accounts, non-managed assets | $11,809,000 | 151 |
| Corporate trust and agency accounts, non-managed assets | $328,000 | 86 |
| Investment management and advisory agency accounts, non-managed assets | $68,746,000 | 45 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,832,000 | 49 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $114,904,000 | 178 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,658,000 | 172 |
| 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 | $4,089,763,000 | 96 |
| Managed Assets ($) | $3,175,851,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,093,870,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,742,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $113,462,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $408,149,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $1,413,251,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $117,377,000 | 96 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $406,381,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $913,912,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $57,238,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $739,030,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,909,000 | 86 |
| Other retirement accounts, non-managed assets | $11,210,000 | 173 |
| Corporate trust and agency accounts, non-managed assets | $326,000 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $68,051,000 | 49 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,148,000 | 53 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $114,624,000 | 191 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,052,000 | 199 |
| 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 | $3,691,270,000 | 98 |
| Managed Assets ($) | $2,866,389,000 | 82 |
| Personal trust and agency accounts, managed assets | $995,872,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,356,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $99,759,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $364,310,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,273,217,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $105,875,000 | 96 |
| Other fiduciary accounts, managed assets | $0 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $362,672,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $824,881,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $62,517,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $644,730,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,128,000 | 79 |
| Other retirement accounts, non-managed assets | $10,464,000 | 157 |
| Corporate trust and agency accounts, non-managed assets | $434,000 | 86 |
| Investment management and advisory agency accounts, non-managed assets | $65,978,000 | 43 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,630,000 | 54 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $92,297,000 | 186 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,294,000 | 182 |
| 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 | $4,371,833,000 | 94 |
| Managed Assets ($) | $3,370,520,000 | 77 |
| Personal trust and agency accounts, managed assets | $1,264,185,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,297,000 | 136 |
| Employee benefit-defined benefit accounts, managed assets | $105,350,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $414,274,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $1,423,792,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $131,622,000 | 93 |
| Other fiduciary accounts, managed assets | $0 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $412,451,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $1,001,313,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $76,039,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $763,296,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,671,000 | 81 |
| Other retirement accounts, non-managed assets | $12,639,000 | 204 |
| Corporate trust and agency accounts, non-managed assets | $924,000 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $98,826,000 | 40 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,918,000 | 60 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $105,351,000 | 220 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,574,000 | 258 |
| 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 | $4,136,820,000 | 96 |
| Managed Assets ($) | $3,195,045,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,186,981,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,368,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $99,591,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $394,583,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $1,357,621,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $125,901,000 | 93 |
| 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 | $392,729,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $941,775,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $73,494,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $714,663,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,853,000 | 81 |
| Other retirement accounts, non-managed assets | $13,497,000 | 151 |
| Corporate trust and agency accounts, non-managed assets | $1,411,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $91,037,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,820,000 | 54 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $106,110,000 | 187 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,431,000 | 179 |
| 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 | $4,141,876,000 | 93 |
| Managed Assets ($) | $3,188,103,000 | 79 |
| Personal trust and agency accounts, managed assets | $1,198,792,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,769,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $96,939,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $393,844,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,340,737,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $127,022,000 | 93 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $391,849,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $953,773,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $70,785,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $733,994,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,793,000 | 84 |
| Other retirement accounts, non-managed assets | $12,753,000 | 158 |
| Corporate trust and agency accounts, non-managed assets | $1,842,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | $87,947,000 | 42 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,659,000 | 54 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $106,344,000 | 198 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,668,000 | 188 |
| 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 | $4,076,207,000 | 93 |
| Managed Assets ($) | $3,140,378,000 | 79 |
| Personal trust and agency accounts, managed assets | $1,190,342,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,321,000 | 130 |
| Employee benefit-defined benefit accounts, managed assets | $93,424,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $378,249,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,324,670,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $123,372,000 | 92 |
| Other fiduciary accounts, managed assets | $0 | 130 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $376,256,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $935,829,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $71,021,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $714,670,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,907,000 | 85 |
| Other retirement accounts, non-managed assets | $12,711,000 | 160 |
| Corporate trust and agency accounts, non-managed assets | $1,886,000 | 78 |
| Investment management and advisory agency accounts, non-managed assets | $91,073,000 | 40 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,561,000 | 58 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $104,631,000 | 195 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,619,000 | 189 |
| 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 | $3,841,945,000 | 92 |
| Managed Assets ($) | $2,920,605,000 | 76 |
| Personal trust and agency accounts, managed assets | $1,092,856,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,380,000 | 145 |
| Employee benefit-defined benefit accounts, managed assets | $86,523,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $350,514,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $1,251,257,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $113,075,000 | 90 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $348,549,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $921,340,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $68,277,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $674,775,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $64,421,000 | 72 |
| Other retirement accounts, non-managed assets | $13,577,000 | 191 |
| Corporate trust and agency accounts, non-managed assets | $1,767,000 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $82,386,000 | 45 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,137,000 | 66 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $98,427,000 | 214 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,484,000 | 240 |
| 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 | $4,571,089,000 | 88 |
| Managed Assets ($) | $3,325,413,000 | 73 |
| Personal trust and agency accounts, managed assets | $1,329,069,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,840,000 | 133 |
| Employee benefit-defined benefit accounts, managed assets | $92,165,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $381,308,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $1,366,792,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $127,239,000 | 88 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $379,326,000 | 56 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,245,676,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $73,019,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $766,549,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $260,270,000 | 47 |
| Other retirement accounts, non-managed assets | $25,687,000 | 111 |
| Corporate trust and agency accounts, non-managed assets | $235,000 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $102,055,000 | 41 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,861,000 | 63 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $105,510,000 | 192 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,549,000 | 136 |
| 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 | $4,546,908,000 | 89 |
| Managed Assets ($) | $3,341,064,000 | 71 |
| Personal trust and agency accounts, managed assets | $1,374,026,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,444,000 | 136 |
| Employee benefit-defined benefit accounts, managed assets | $89,264,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $366,646,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $1,359,382,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $123,302,000 | 89 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $364,675,000 | 56 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,205,844,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $72,635,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $716,019,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $264,210,000 | 47 |
| Other retirement accounts, non-managed assets | $23,671,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $8,359,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | $103,028,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,922,000 | 61 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $104,553,000 | 193 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,713,000 | 140 |
| 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 | $4,515,486,000 | 88 |
| Managed Assets ($) | $3,302,182,000 | 72 |
| Personal trust and agency accounts, managed assets | $1,365,462,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,391,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $72,896,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $375,060,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $1,337,907,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $122,466,000 | 91 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $373,100,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,213,304,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $76,261,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $716,641,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $273,289,000 | 44 |
| Other retirement accounts, non-managed assets | $24,425,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $1,854,000 | 83 |
| Investment management and advisory agency accounts, non-managed assets | $98,667,000 | 40 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,167,000 | 57 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $107,857,000 | 193 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,484,000 | 135 |
| 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 | $4,520,980,000 | 87 |
| Managed Assets ($) | $3,285,974,000 | 71 |
| Personal trust and agency accounts, managed assets | $1,379,482,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,494,000 | 146 |
| Employee benefit-defined benefit accounts, managed assets | $72,268,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $380,188,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $1,303,528,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $122,014,000 | 91 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $377,941,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $60,117,000 | 34 |
| Non-managed Assets ($) | $1,235,006,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $73,860,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $727,519,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $289,560,000 | 44 |
| Other retirement accounts, non-managed assets | $25,841,000 | 122 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $96,030,000 | 41 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,196,000 | 60 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $110,159,000 | 208 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,785,000 | 162 |
| 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 | $4,444,109,000 | 83 |
| Managed Assets ($) | $3,286,913,000 | 69 |
| Personal trust and agency accounts, managed assets | $1,399,658,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,714,000 | 140 |
| Employee benefit-defined benefit accounts, managed assets | $101,490,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $373,836,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,265,897,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $118,318,000 | 90 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $371,540,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,157,196,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $66,084,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $710,371,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $232,904,000 | 48 |
| Other retirement accounts, non-managed assets | $26,189,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $162,000 | 108 |
| Investment management and advisory agency accounts, non-managed assets | $100,307,000 | 41 |
| Foundation and endowment trust and agency accounts, non-managed assets | $21,179,000 | 57 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $109,433,000 | 195 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,261,000 | 126 |
| 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 | $4,388,015,000 | 82 |
| Managed Assets ($) | $3,228,386,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,388,351,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,176,000 | 138 |
| Employee benefit-defined benefit accounts, managed assets | $99,144,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $365,192,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,266,900,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $81,623,000 | 112 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $362,903,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,159,629,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $57,448,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $692,473,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $225,510,000 | 47 |
| Other retirement accounts, non-managed assets | $26,019,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $98,202,000 | 37 |
| Foundation and endowment trust and agency accounts, non-managed assets | $59,977,000 | 36 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $104,142,000 | 195 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,194,000 | 127 |
| 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 | $4,303,297,000 | 82 |
| Managed Assets ($) | $3,102,947,000 | 69 |
| Personal trust and agency accounts, managed assets | $1,278,367,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,930,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $96,386,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $357,894,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $1,260,373,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $79,997,000 | 113 |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $355,699,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,200,350,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $56,259,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $680,737,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $280,091,000 | 43 |
| Other retirement accounts, non-managed assets | $25,411,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $98,750,000 | 35 |
| Foundation and endowment trust and agency accounts, non-managed assets | $59,102,000 | 36 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $98,719,000 | 197 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,680,000 | 127 |
| 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 | $4,102,882,000 | 87 |
| Managed Assets ($) | $2,938,003,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,218,010,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,677,000 | 139 |
| Employee benefit-defined benefit accounts, managed assets | $92,348,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $345,271,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $1,175,403,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $77,294,000 | 114 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $342,993,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $61,507,000 | 36 |
| Non-managed Assets ($) | $1,164,879,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $55,049,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $652,069,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $274,626,000 | 42 |
| Other retirement accounts, non-managed assets | $26,174,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $100,156,000 | 36 |
| Foundation and endowment trust and agency accounts, non-managed assets | $56,805,000 | 36 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $91,361,000 | 228 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,376,000 | 164 |
| 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 | $3,985,370,000 | 86 |
| Managed Assets ($) | $2,853,976,000 | 69 |
| Personal trust and agency accounts, managed assets | $1,140,210,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,090,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $90,778,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $342,564,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,172,101,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $77,233,000 | 112 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $340,089,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,131,394,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $55,333,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $629,597,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $280,853,000 | 42 |
| Other retirement accounts, non-managed assets | $24,626,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $87,387,000 | 41 |
| Foundation and endowment trust and agency accounts, non-managed assets | $53,598,000 | 37 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $93,418,000 | 202 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,829,000 | 139 |
| 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 | $3,836,512,000 | 90 |
| Managed Assets ($) | $2,764,803,000 | 70 |
| Personal trust and agency accounts, managed assets | $1,083,765,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,261,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $92,463,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $332,453,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,151,575,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $75,286,000 | 113 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $328,434,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,071,709,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $43,737,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $602,373,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $274,070,000 | 43 |
| Other retirement accounts, non-managed assets | $23,389,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $77,022,000 | 43 |
| Foundation and endowment trust and agency accounts, non-managed assets | $51,118,000 | 36 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $91,410,000 | 202 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,615,000 | 143 |
| 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 | $3,800,254,000 | 88 |
| Managed Assets ($) | $2,734,947,000 | 70 |
| Personal trust and agency accounts, managed assets | $1,055,330,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,224,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $91,383,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $326,714,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $1,155,375,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $76,921,000 | 112 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $322,064,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,065,307,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $43,899,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $600,160,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $270,221,000 | 41 |
| Other retirement accounts, non-managed assets | $23,323,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $77,267,000 | 41 |
| Foundation and endowment trust and agency accounts, non-managed assets | $50,437,000 | 36 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $85,842,000 | 206 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,361,000 | 137 |
| 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 | $3,696,565,000 | 87 |
| Managed Assets ($) | $2,631,721,000 | 71 |
| Personal trust and agency accounts, managed assets | $1,057,092,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,314,000 | 147 |
| Employee benefit-defined benefit accounts, managed assets | $91,889,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $327,381,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $1,049,786,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $77,259,000 | 111 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $321,829,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $52,613,000 | 38 |
| Non-managed Assets ($) | $1,064,844,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $38,446,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $613,568,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $266,446,000 | 43 |
| Other retirement accounts, non-managed assets | $23,134,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $72,311,000 | 41 |
| Foundation and endowment trust and agency accounts, non-managed assets | $50,939,000 | 35 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $84,951,000 | 234 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,133,000 | 181 |
| 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 | $3,659,912,000 | 85 |
| Managed Assets ($) | $2,594,628,000 | 71 |
| Personal trust and agency accounts, managed assets | $1,028,957,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,106,000 | 136 |
| Employee benefit-defined benefit accounts, managed assets | $96,267,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $316,340,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,050,992,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $73,966,000 | 110 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $311,502,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,065,284,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $40,555,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $614,572,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $261,766,000 | 42 |
| Other retirement accounts, non-managed assets | $23,626,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $75,066,000 | 38 |
| Foundation and endowment trust and agency accounts, non-managed assets | $49,699,000 | 38 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $85,798,000 | 207 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,624,000 | 141 |
| 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 | $3,892,765,000 | 85 |
| Managed Assets ($) | $2,753,391,000 | 71 |
| Personal trust and agency accounts, managed assets | $1,062,156,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,821,000 | 141 |
| Employee benefit-defined benefit accounts, managed assets | $102,563,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $328,771,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $1,152,094,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $78,986,000 | 111 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $323,687,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,139,374,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $42,706,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $669,649,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $275,148,000 | 42 |
| Other retirement accounts, non-managed assets | $24,740,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $75,258,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $51,873,000 | 39 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $100,747,000 | 206 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,454,000 | 142 |
| 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 | $3,870,575,000 | 85 |
| Managed Assets ($) | $2,718,375,000 | 71 |
| Personal trust and agency accounts, managed assets | $1,069,145,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,192,000 | 142 |
| Employee benefit-defined benefit accounts, managed assets | $104,125,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $337,258,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $1,093,972,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $84,683,000 | 107 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $329,221,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,152,200,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $43,430,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $675,904,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $284,415,000 | 41 |
| Other retirement accounts, non-managed assets | $24,552,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $72,829,000 | 41 |
| Foundation and endowment trust and agency accounts, non-managed assets | $51,070,000 | 40 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $103,311,000 | 204 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,191,000 | 145 |
| 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 | $3,840,953,000 | 84 |
| Managed Assets ($) | $2,685,749,000 | 70 |
| Personal trust and agency accounts, managed assets | $1,071,671,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,158,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $102,802,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $326,590,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $1,066,230,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $80,298,000 | 107 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $326,590,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $47,402,000 | 40 |
| Non-managed Assets ($) | $1,155,204,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $42,016,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $672,409,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $283,150,000 | 41 |
| Other retirement accounts, non-managed assets | $19,164,000 | 155 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $83,361,000 | 37 |
| Foundation and endowment trust and agency accounts, non-managed assets | $55,104,000 | 40 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $108,237,000 | 226 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,164,000 | 177 |
| 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 | $3,756,236,000 | 84 |
| Managed Assets ($) | $2,637,463,000 | 70 |
| Personal trust and agency accounts, managed assets | $1,021,995,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,214,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $101,476,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $322,662,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,073,657,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $79,459,000 | 107 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $322,662,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,118,773,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $36,942,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $655,897,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $278,684,000 | 41 |
| Other retirement accounts, non-managed assets | $20,709,000 | 122 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $74,411,000 | 43 |
| Foundation and endowment trust and agency accounts, non-managed assets | $52,130,000 | 41 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $100,464,000 | 206 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,709,000 | 132 |
| 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 | $3,787,811,000 | 81 |
| Managed Assets ($) | $2,659,292,000 | 69 |
| Personal trust and agency accounts, managed assets | $1,032,172,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,411,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $99,988,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $325,655,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,081,439,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $79,627,000 | 104 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $325,655,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,128,519,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $37,076,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $657,276,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $282,949,000 | 40 |
| Other retirement accounts, non-managed assets | $20,806,000 | 122 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $77,645,000 | 42 |
| Foundation and endowment trust and agency accounts, non-managed assets | $52,767,000 | 39 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $105,588,000 | 200 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,806,000 | 136 |
| 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 | $3,740,631,000 | 82 |
| Managed Assets ($) | $2,628,976,000 | 70 |
| Personal trust and agency accounts, managed assets | $1,041,535,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,974,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $85,985,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $321,051,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,057,996,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | $82,435,000 | 100 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $321,051,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,111,655,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $35,733,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $647,759,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $275,448,000 | 41 |
| Other retirement accounts, non-managed assets | $23,045,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $76,154,000 | 43 |
| Foundation and endowment trust and agency accounts, non-managed assets | $53,516,000 | 39 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $110,461,000 | 193 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,045,000 | 129 |
| 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 | $3,695,809,000 | 83 |
| Managed Assets ($) | $2,615,979,000 | 71 |
| Personal trust and agency accounts, managed assets | $1,026,066,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,525,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $99,673,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $316,463,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $1,051,773,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $81,479,000 | 97 |
| 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 | $316,463,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $53,648,000 | 42 |
| Non-managed Assets ($) | $1,079,830,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $33,397,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $627,704,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $267,431,000 | 41 |
| Other retirement accounts, non-managed assets | $24,022,000 | 137 |
| Corporate trust and agency accounts, non-managed assets | $11,000 | 235 |
| Investment management and advisory agency accounts, non-managed assets | $75,123,000 | 44 |
| Foundation and endowment trust and agency accounts, non-managed assets | $52,142,000 | 40 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $105,952,000 | 216 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,022,000 | 152 |
| 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 | $3,622,461,000 | 81 |
| Managed Assets ($) | $2,497,349,000 | 73 |
| Personal trust and agency accounts, managed assets | $979,874,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,046,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $63,708,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $308,174,000 | 47 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $1,028,079,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $78,468,000 | 95 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $301,454,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,125,112,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $32,215,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $590,780,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $358,569,000 | 42 |
| Other retirement accounts, non-managed assets | $27,063,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $66,840,000 | 40 |
| Foundation and endowment trust and agency accounts, non-managed assets | $49,645,000 | 38 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $98,896,000 | 192 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,085,000 | 127 |
| 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 | $3,713,456,000 | 81 |
| Managed Assets ($) | $2,413,165,000 | 74 |
| Personal trust and agency accounts, managed assets | $922,120,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,138,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $61,554,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $292,214,000 | 48 |
| Corporate trust and agency accounts, managed assets | $800,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $1,008,102,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $77,279,000 | 95 |
| Other fiduciary accounts, managed assets | $12,958,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $285,667,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,300,291,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $33,722,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $692,561,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $436,900,000 | 41 |
| Other retirement accounts, non-managed assets | $29,322,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $61,520,000 | 43 |
| Foundation and endowment trust and agency accounts, non-managed assets | $46,266,000 | 40 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $94,307,000 | 196 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,814,000 | 128 |
| 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 | $3,497,956,000 | 82 |
| Managed Assets ($) | $2,418,073,000 | 75 |
| Personal trust and agency accounts, managed assets | $924,200,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,127,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $62,006,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $292,355,000 | 47 |
| Corporate trust and agency accounts, managed assets | $801,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $1,010,706,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | $77,077,000 | 95 |
| Other fiduciary accounts, managed assets | $12,801,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $285,543,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,079,883,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $33,841,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $564,863,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $345,513,000 | 42 |
| Other retirement accounts, non-managed assets | $27,680,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $61,603,000 | 44 |
| Foundation and endowment trust and agency accounts, non-managed assets | $46,383,000 | 38 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $100,565,000 | 192 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,787,000 | 124 |
| 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 | $3,324,997,000 | 81 |
| Managed Assets ($) | $2,294,331,000 | 75 |
| Personal trust and agency accounts, managed assets | $865,012,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,936,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $58,944,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $274,080,000 | 47 |
| Corporate trust and agency accounts, managed assets | $801,000 | 111 |
| Investment management and investment advisory agency accounts, managed assets | $962,133,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $82,281,000 | 87 |
| Other fiduciary accounts, managed assets | $14,144,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $267,548,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $173,967,000 | 40 |
| Non-managed Assets ($) | $1,030,666,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $33,876,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $540,884,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $326,783,000 | 42 |
| Other retirement accounts, non-managed assets | $27,905,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $57,053,000 | 47 |
| Foundation and endowment trust and agency accounts, non-managed assets | $44,165,000 | 36 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $100,466,000 | 221 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,828,000 | 146 |
| 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 | $3,300,389,000 | 81 |
| Managed Assets ($) | $2,310,433,000 | 75 |
| Personal trust and agency accounts, managed assets | $861,316,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,651,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $58,848,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $273,899,000 | 46 |
| Corporate trust and agency accounts, managed assets | $803,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $980,641,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | $82,510,000 | 85 |
| Other fiduciary accounts, managed assets | $13,765,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $267,263,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $989,956,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $30,573,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $528,757,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $310,948,000 | 44 |
| Other retirement accounts, non-managed assets | $29,196,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $45,054,000 | 48 |
| Foundation and endowment trust and agency accounts, non-managed assets | $45,428,000 | 33 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $103,749,000 | 187 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,105,000 | 115 |
| 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 | $3,220,017,000 | 82 |
| Managed Assets ($) | $2,257,600,000 | 73 |
| Personal trust and agency accounts, managed assets | $850,419,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,378,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $57,452,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $263,721,000 | 45 |
| Corporate trust and agency accounts, managed assets | $806,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $945,777,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $87,155,000 | 80 |
| Other fiduciary accounts, managed assets | $13,892,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $257,289,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $962,417,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $33,441,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $519,913,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $289,368,000 | 44 |
| Other retirement accounts, non-managed assets | $28,717,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $47,613,000 | 43 |
| Foundation and endowment trust and agency accounts, non-managed assets | $43,365,000 | 34 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $99,825,000 | 187 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,730,000 | 113 |
| 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 | $3,298,407,000 | 80 |
| Managed Assets ($) | $2,300,389,000 | 72 |
| Personal trust and agency accounts, managed assets | $883,624,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,358,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $60,403,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $263,646,000 | 44 |
| Corporate trust and agency accounts, managed assets | $809,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $945,568,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | $92,567,000 | 76 |
| Other fiduciary accounts, managed assets | $14,414,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $257,198,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $998,018,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $34,738,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $535,387,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $308,117,000 | 45 |
| Other retirement accounts, non-managed assets | $31,413,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $49,062,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $39,301,000 | 35 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $102,233,000 | 189 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,520,000 | 107 |
| 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 | $3,186,052,000 | 82 |
| Managed Assets ($) | $2,238,463,000 | 72 |
| Personal trust and agency accounts, managed assets | $863,017,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,358,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $56,599,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $254,220,000 | 42 |
| Corporate trust and agency accounts, managed assets | $811,000 | 126 |
| Investment management and investment advisory agency accounts, managed assets | $923,450,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $83,919,000 | 77 |
| Other fiduciary accounts, managed assets | $15,089,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $247,419,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $182,616,000 | 40 |
| Non-managed Assets ($) | $947,589,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $32,760,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $504,644,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $288,928,000 | 43 |
| Other retirement accounts, non-managed assets | $32,048,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $49,354,000 | 43 |
| Foundation and endowment trust and agency accounts, non-managed assets | $39,855,000 | 37 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $103,469,000 | 212 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,346,000 | 123 |
| 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 | $3,136,254,000 | 83 |
| Managed Assets ($) | $2,246,172,000 | 68 |
| Personal trust and agency accounts, managed assets | $796,021,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,672,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $58,373,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $245,582,000 | 44 |
| Corporate trust and agency accounts, managed assets | $813,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $989,491,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $95,798,000 | 70 |
| Other fiduciary accounts, managed assets | $14,422,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $238,678,000 | 39 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $890,082,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $32,302,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $470,675,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $273,170,000 | 44 |
| Other retirement accounts, non-managed assets | $30,757,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $46,344,000 | 37 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,834,000 | 36 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $97,727,000 | 187 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,236,000 | 100 |
| 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 | $3,339,881,000 | 83 |
| Managed Assets ($) | $2,382,707,000 | 72 |
| Personal trust and agency accounts, managed assets | $836,585,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $48,992,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $65,599,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $264,454,000 | 45 |
| Corporate trust and agency accounts, managed assets | $799,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $1,043,583,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $107,446,000 | 68 |
| Other fiduciary accounts, managed assets | $15,249,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $257,280,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $957,174,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $34,681,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $510,384,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $291,816,000 | 46 |
| Other retirement accounts, non-managed assets | $32,495,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $45,623,000 | 36 |
| Foundation and endowment trust and agency accounts, non-managed assets | $42,175,000 | 34 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $98,805,000 | 196 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,785,000 | 97 |
| 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 | $3,225,270,000 | 81 |
| Managed Assets ($) | $2,407,117,000 | 69 |
| Personal trust and agency accounts, managed assets | $829,994,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $180,694,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $66,453,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $263,390,000 | 44 |
| Corporate trust and agency accounts, managed assets | $806,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $938,920,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $109,323,000 | 67 |
| Other fiduciary accounts, managed assets | $17,537,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $256,201,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $818,153,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $36,697,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $369,043,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $289,128,000 | 46 |
| Other retirement accounts, non-managed assets | $32,957,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $48,304,000 | 33 |
| Foundation and endowment trust and agency accounts, non-managed assets | $42,024,000 | 34 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $65,600,000 | 225 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,076,000 | 101 |
| 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 | $3,129,213,000 | 82 |
| Managed Assets ($) | $2,331,938,000 | 69 |
| Personal trust and agency accounts, managed assets | $816,974,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $172,455,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $64,547,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $256,381,000 | 44 |
| Corporate trust and agency accounts, managed assets | $820,000 | 133 |
| Investment management and investment advisory agency accounts, managed assets | $899,137,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $105,996,000 | 63 |
| Other fiduciary accounts, managed assets | $15,628,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $249,316,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $240,982,000 | 37 |
| Non-managed Assets ($) | $797,275,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $36,390,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $354,331,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $280,109,000 | 46 |
| Other retirement accounts, non-managed assets | $33,629,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $51,796,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,020,000 | 37 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $69,300,000 | 268 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,983,000 | 116 |
| 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 | $3,014,288,000 | 83 |
| Managed Assets ($) | $2,252,148,000 | 69 |
| Personal trust and agency accounts, managed assets | $778,129,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $158,303,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $62,033,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $246,820,000 | 43 |
| Corporate trust and agency accounts, managed assets | $831,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $891,012,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $101,501,000 | 64 |
| Other fiduciary accounts, managed assets | $13,519,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $239,766,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $762,140,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $34,937,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $335,958,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $270,105,000 | 45 |
| Other retirement accounts, non-managed assets | $32,431,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $443,000 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $50,089,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,177,000 | 35 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $69,362,000 | 222 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,813,000 | 95 |
| 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 | $2,865,839,000 | 84 |
| Managed Assets ($) | $2,135,346,000 | 70 |
| Personal trust and agency accounts, managed assets | $733,426,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $149,205,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $58,412,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $222,635,000 | 44 |
| Corporate trust and agency accounts, managed assets | $844,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $862,949,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $95,185,000 | 62 |
| Other fiduciary accounts, managed assets | $12,690,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $215,813,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $730,493,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $32,047,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $317,147,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $253,070,000 | 46 |
| Other retirement accounts, non-managed assets | $31,014,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $11,955,000 | 87 |
| Investment management and advisory agency accounts, non-managed assets | $48,901,000 | 28 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,359,000 | 34 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $64,210,000 | 225 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,690,000 | 95 |
| 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 | $2,984,340,000 | 85 |
| Managed Assets ($) | $2,226,094,000 | 69 |
| Personal trust and agency accounts, managed assets | $766,555,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $157,275,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $62,265,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $231,067,000 | 44 |
| Corporate trust and agency accounts, managed assets | $819,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $897,607,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $99,294,000 | 62 |
| Other fiduciary accounts, managed assets | $11,212,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $224,058,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $758,246,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $32,255,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $328,984,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $263,390,000 | 46 |
| Other retirement accounts, non-managed assets | $33,649,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $11,230,000 | 90 |
| Investment management and advisory agency accounts, non-managed assets | $51,713,000 | 27 |
| Foundation and endowment trust and agency accounts, non-managed assets | $37,025,000 | 37 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $66,674,000 | 232 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,096,000 | 86 |
| 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 | $2,722,336,000 | 89 |
| Managed Assets ($) | $1,996,347,000 | 78 |
| Personal trust and agency accounts, managed assets | $750,504,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $145,769,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $61,237,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $228,550,000 | 43 |
| Corporate trust and agency accounts, managed assets | $830,000 | 122 |
| Investment management and investment advisory agency accounts, managed assets | $700,208,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $98,016,000 | 60 |
| Other fiduciary accounts, managed assets | $11,233,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $220,393,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $72,027,000 | 46 |
| Non-managed Assets ($) | $725,989,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $31,969,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $308,433,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $250,546,000 | 48 |
| Other retirement accounts, non-managed assets | $38,676,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $11,584,000 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $49,800,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $34,981,000 | 39 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $70,121,000 | 263 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,557,000 | 115 |
| 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 | $2,690,699,000 | 92 |
| Managed Assets ($) | $1,993,380,000 | 78 |
| Personal trust and agency accounts, managed assets | $808,971,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $183,038,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $21,022,000 | 127 |
| Other employee benefit and retirement-related accounts, managed assets | $221,359,000 | 44 |
| Corporate trust and agency accounts, managed assets | $855,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $758,135,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $697,319,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $103,855,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $305,241,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $241,840,000 | 47 |
| Other retirement accounts, non-managed assets | $36,740,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $9,643,000 | 93 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $70,518,000 | 230 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,547,748,000 | 95 |
| Managed Assets ($) | $1,892,727,000 | 77 |
| Personal trust and agency accounts, managed assets | $792,361,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $171,464,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $19,315,000 | 129 |
| Other employee benefit and retirement-related accounts, managed assets | $205,283,000 | 46 |
| Corporate trust and agency accounts, managed assets | $852,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $703,452,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $655,021,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $98,847,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $279,010,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $218,551,000 | 48 |
| Other retirement accounts, non-managed assets | $37,748,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $20,865,000 | 84 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $69,665,000 | 239 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,445,081,000 | 93 |
| Managed Assets ($) | $1,855,030,000 | 75 |
| Personal trust and agency accounts, managed assets | $783,293,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $163,064,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $18,751,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $190,358,000 | 47 |
| Corporate trust and agency accounts, managed assets | $856,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $698,708,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $590,051,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $97,299,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $246,494,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $193,190,000 | 49 |
| Other retirement accounts, non-managed assets | $41,478,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $11,590,000 | 90 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $68,954,000 | 236 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,602,491,000 | 95 |
| Managed Assets ($) | $1,948,241,000 | 78 |
| Personal trust and agency accounts, managed assets | $855,998,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $171,440,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $20,693,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $199,380,000 | 48 |
| Corporate trust and agency accounts, managed assets | $858,000 | 142 |
| Investment management and investment advisory agency accounts, managed assets | $699,872,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $654,250,000 | 107 |
| Personal trust and agency accounts, non-managed assets | $103,630,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $255,058,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $203,653,000 | 53 |
| Other retirement accounts, non-managed assets | $67,231,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $24,678,000 | 95 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $83,318,000 | 264 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,815,317,000 | 92 |
| Managed Assets ($) | $2,089,929,000 | 78 |
| Personal trust and agency accounts, managed assets | $910,451,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $190,493,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $23,768,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $217,209,000 | 48 |
| Corporate trust and agency accounts, managed assets | $870,000 | 74 |
| Investment management and investment advisory agency accounts, managed assets | $747,138,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $725,388,000 | 107 |
| Personal trust and agency accounts, non-managed assets | $98,753,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $294,752,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $238,210,000 | 51 |
| Other retirement accounts, non-managed assets | $71,592,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $22,081,000 | 84 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $104,322,000 | 225 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,867,738,000 | 98 |
| Managed Assets ($) | $2,065,562,000 | 84 |
| Personal trust and agency accounts, managed assets | $866,438,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $196,641,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $25,167,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $227,133,000 | 51 |
| Corporate trust and agency accounts, managed assets | $1,029,000 | 75 |
| Investment management and investment advisory agency accounts, managed assets | $749,154,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $802,176,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $96,224,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $318,155,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $265,470,000 | 52 |
| Other retirement accounts, non-managed assets | $75,834,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $46,493,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $115,611,000 | 215 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,873,753,000 | 102 |
| Managed Assets ($) | $2,123,866,000 | 83 |
| Personal trust and agency accounts, managed assets | $918,147,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $201,872,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $25,933,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $225,913,000 | 49 |
| Corporate trust and agency accounts, managed assets | $45,870,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $706,131,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $749,887,000 | 116 |
| Personal trust and agency accounts, non-managed assets | $84,751,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $315,794,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $270,333,000 | 54 |
| Other retirement accounts, non-managed assets | $78,978,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $31,000 | 159 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $141,360,000 | 202 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,911,630,000 | 98 |
| Managed Assets ($) | $2,129,763,000 | 82 |
| Personal trust and agency accounts, managed assets | $921,411,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $198,726,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $25,870,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $232,294,000 | 46 |
| Corporate trust and agency accounts, managed assets | $47,519,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $703,943,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $781,867,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $78,452,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $333,018,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $285,576,000 | 54 |
| Other retirement accounts, non-managed assets | $84,790,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $31,000 | 308 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $157,178,000 | 206 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,080,616,000 | 97 |
| Managed Assets ($) | $2,286,765,000 | 79 |
| Personal trust and agency accounts, managed assets | $975,387,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $211,903,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $31,102,000 | 114 |
| Other employee benefit and retirement-related accounts, managed assets | $222,712,000 | 46 |
| Corporate trust and agency accounts, managed assets | $49,055,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $796,606,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $793,851,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $85,281,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $335,684,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $280,474,000 | 53 |
| Other retirement accounts, non-managed assets | $92,411,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $162,712,000 | 191 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,764,193,000 | 107 |
| Managed Assets ($) | $1,900,456,000 | 92 |
| Personal trust and agency accounts, managed assets | $948,361,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $219,925,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $42,844,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $198,008,000 | 51 |
| Corporate trust and agency accounts, managed assets | $910,000 | 72 |
| Investment management and investment advisory agency accounts, managed assets | $490,408,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $863,737,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $85,785,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $332,485,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $263,719,000 | 58 |
| Other retirement accounts, non-managed assets | $181,748,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $91,881,000 | 251 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,875,398,000 | 98 |
| Managed Assets ($) | $1,812,073,000 | 91 |
| Personal trust and agency accounts, managed assets | $946,853,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $207,687,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $41,379,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $176,689,000 | 54 |
| Corporate trust and agency accounts, managed assets | $899,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $438,566,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,063,325,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $79,965,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $548,963,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $254,275,000 | 57 |
| Other retirement accounts, non-managed assets | $180,122,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $87,972,000 | 251 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,894,272,000 | 98 |
| Managed Assets ($) | $1,850,073,000 | 83 |
| Personal trust and agency accounts, managed assets | $992,678,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $218,046,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $40,077,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $163,717,000 | 54 |
| Corporate trust and agency accounts, managed assets | $936,000 | 155 |
| Investment management and investment advisory agency accounts, managed assets | $434,619,000 | 111 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,044,199,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $79,904,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $535,917,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $247,632,000 | 56 |
| Other retirement accounts, non-managed assets | $180,746,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $92,236,000 | 279 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,723,671,000 | 105 |
| Managed Assets ($) | $1,646,733,000 | 99 |
| Personal trust and agency accounts, managed assets | $943,657,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $125,588,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $39,580,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $157,461,000 | 60 |
| Corporate trust and agency accounts, managed assets | $1,145,000 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $379,302,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,076,938,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $80,984,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $584,732,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $233,848,000 | 61 |
| Other retirement accounts, non-managed assets | $177,374,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $88,896,000 | 248 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,597,856,000 | 110 |
| Managed Assets ($) | $1,638,355,000 | 103 |
| Personal trust and agency accounts, managed assets | $942,883,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $122,404,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $36,848,000 | 114 |
| Other employee benefit and retirement-related accounts, managed assets | $151,899,000 | 63 |
| Corporate trust and agency accounts, managed assets | $1,332,000 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $382,989,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $959,501,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $88,285,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $562,660,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $129,730,000 | 76 |
| Other retirement accounts, non-managed assets | $178,826,000 | 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 | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $87,278,000 | 254 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,597,297,000 | 111 |
| Managed Assets ($) | $1,630,613,000 | 101 |
| Personal trust and agency accounts, managed assets | $904,186,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $122,356,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $36,829,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $150,709,000 | 61 |
| Corporate trust and agency accounts, managed assets | $892,000 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $415,641,000 | 111 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $966,684,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $86,119,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $564,213,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $134,745,000 | 74 |
| Other retirement accounts, non-managed assets | $181,607,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $181,351,000 | 192 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,486,384,000 | 110 |
| Managed Assets ($) | $1,548,546,000 | 100 |
| Personal trust and agency accounts, managed assets | $850,739,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $109,007,000 | 76 |
| Employee benefit-defined benefit accounts, managed assets | $35,556,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $137,221,000 | 63 |
| Corporate trust and agency accounts, managed assets | $981,000 | 173 |
| Investment management and investment advisory agency accounts, managed assets | $415,042,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $937,838,000 | 116 |
| Personal trust and agency accounts, non-managed assets | $80,315,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $541,929,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $130,409,000 | 77 |
| Other retirement accounts, non-managed assets | $185,185,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $181,052,000 | 198 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,243,345,000 | 118 |
| Managed Assets ($) | $1,468,702,000 | 102 |
| Personal trust and agency accounts, managed assets | $824,929,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $107,726,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $35,263,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $130,545,000 | 66 |
| Corporate trust and agency accounts, managed assets | $919,000 | 84 |
| Investment management and investment advisory agency accounts, managed assets | $369,320,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $774,643,000 | 120 |
| Personal trust and agency accounts, non-managed assets | $78,398,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $529,878,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $123,787,000 | 77 |
| Other retirement accounts, non-managed assets | $42,580,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $174,916,000 | 185 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,193,541,000 | 114 |
| Managed Assets ($) | $1,446,647,000 | 99 |
| Personal trust and agency accounts, managed assets | $827,417,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $107,155,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $33,938,000 | 113 |
| Other employee benefit and retirement-related accounts, managed assets | $126,479,000 | 66 |
| Corporate trust and agency accounts, managed assets | $919,000 | 82 |
| Investment management and investment advisory agency accounts, managed assets | $350,739,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $746,894,000 | 119 |
| Personal trust and agency accounts, non-managed assets | $76,069,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $515,606,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $116,362,000 | 77 |
| Other retirement accounts, non-managed assets | $38,857,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $0 | 195 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $163,878,000 | 188 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,202,709,000 | 119 |
| Managed Assets ($) | $1,435,777,000 | 105 |
| Personal trust and agency accounts, managed assets | $819,284,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $98,991,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $33,481,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $124,304,000 | 69 |
| Corporate trust and agency accounts, managed assets | $902,000 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $358,815,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $766,932,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $81,166,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $528,649,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $121,408,000 | 79 |
| Other retirement accounts, non-managed assets | $35,709,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $162,252,000 | 190 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,263,798,000 | 119 |
| Managed Assets ($) | $1,467,469,000 | 105 |
| Personal trust and agency accounts, managed assets | $853,929,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $100,769,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $57,618,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $122,788,000 | 72 |
| Corporate trust and agency accounts, managed assets | $970,000 | 167 |
| Investment management and investment advisory agency accounts, managed assets | $331,395,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $796,329,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $102,800,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $556,550,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $101,038,000 | 84 |
| Other retirement accounts, non-managed assets | $35,941,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $168,492,000 | 208 |
| 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 | $2,155,441,000 | 122 |
| Managed Assets ($) | $1,418,669,000 | 103 |
| Personal trust and agency accounts, managed assets | $838,657,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $71,653,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $62,518,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $120,747,000 | 71 |
| Corporate trust and agency accounts, managed assets | $910,000 | 82 |
| Investment management and investment advisory agency accounts, managed assets | $324,184,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $736,772,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $79,536,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $533,923,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $89,654,000 | 83 |
| Other retirement accounts, non-managed assets | $33,659,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $152,578,000 | 204 |
| 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 | $2,117,293,000 | 123 |
| Managed Assets ($) | $1,430,480,000 | 101 |
| Personal trust and agency accounts, managed assets | $845,193,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $71,448,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $63,423,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $121,344,000 | 71 |
| Corporate trust and agency accounts, managed assets | $936,000 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $328,136,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $686,813,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $40,445,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $521,705,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $91,288,000 | 82 |
| Other retirement accounts, non-managed assets | $33,375,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $157,942,000 | 203 |
| 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 | $2,109,306,000 | 124 |
| Managed Assets ($) | $1,451,644,000 | 104 |
| Personal trust and agency accounts, managed assets | $867,509,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $70,390,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $64,703,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $125,853,000 | 69 |
| Corporate trust and agency accounts, managed assets | $893,000 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $322,296,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $657,662,000 | 131 |
| Personal trust and agency accounts, non-managed assets | $39,311,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $496,602,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $92,779,000 | 87 |
| Other retirement accounts, non-managed assets | $28,970,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $145,882,000 | 211 |
| 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 | $2,123,293,000 | 127 |
| Managed Assets ($) | $1,420,483,000 | 107 |
| Personal trust and agency accounts, managed assets | $837,423,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $67,824,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $66,847,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $125,383,000 | 68 |
| Corporate trust and agency accounts, managed assets | $977,000 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $322,029,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $702,810,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $35,113,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $547,077,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $90,565,000 | 87 |
| Other retirement accounts, non-managed assets | $30,055,000 | 135 |
| Corporate trust and agency accounts, non-managed assets | $0 | 431 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $138,364,000 | 244 |
| 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 | $1,973,856,000 | 135 |
| Managed Assets ($) | $1,292,050,000 | 112 |
| Personal trust and agency accounts, managed assets | $778,358,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $65,816,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $23,748,000 | 138 |
| Other employee benefit and retirement-related accounts, managed assets | $118,892,000 | 69 |
| Corporate trust and agency accounts, managed assets | $915,000 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $304,321,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $681,806,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $34,877,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $513,677,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $103,082,000 | 86 |
| Other retirement accounts, non-managed assets | $30,170,000 | 122 |
| Corporate trust and agency accounts, non-managed assets | $0 | 201 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $100,843,000 | 251 |
| 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 | $1,881,943,000 | 139 |
| Managed Assets ($) | $1,407,817,000 | 108 |
| Personal trust and agency accounts, managed assets | $761,086,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $237,661,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $24,915,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $109,572,000 | 76 |
| Corporate trust and agency accounts, managed assets | $941,000 | 101 |
| Investment management and investment advisory agency accounts, managed assets | $273,642,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $474,126,000 | 153 |
| Personal trust and agency accounts, non-managed assets | $33,104,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $305,665,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $103,013,000 | 85 |
| Other retirement accounts, non-managed assets | $32,344,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $0 | 205 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $89,074,000 | 267 |
| 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 | $1,659,092,000 | 147 |
| Managed Assets ($) | $1,245,221,000 | 115 |
| Personal trust and agency accounts, managed assets | $679,949,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $224,757,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $23,202,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $106,419,000 | 74 |
| Corporate trust and agency accounts, managed assets | $924,000 | 102 |
| Investment management and investment advisory agency accounts, managed assets | $209,970,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $413,871,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $18,815,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $296,637,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $72,705,000 | 97 |
| Other retirement accounts, non-managed assets | $25,714,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $77,802,000 | 280 |
| 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 | $1,697,554,000 | 144 |
| Managed Assets ($) | $1,293,391,000 | 116 |
| Personal trust and agency accounts, managed assets | $726,528,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $222,879,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $22,826,000 | 144 |
| Other employee benefit and retirement-related accounts, managed assets | $106,613,000 | 76 |
| Corporate trust and agency accounts, managed assets | $1,024,000 | 210 |
| Investment management and investment advisory agency accounts, managed assets | $213,521,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $404,163,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $16,429,000 | 255 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $285,764,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $72,129,000 | 99 |
| Other retirement accounts, non-managed assets | $29,841,000 | 131 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $77,250,000 | 318 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,775,543,000 | 133 |
| Managed Assets ($) | $1,421,514,000 | 107 |
| Personal trust and agency accounts, managed assets | $760,431,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $337,049,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $99,464,000 | 83 |
| Corporate trust and agency accounts, managed assets | $1,620,000 | 171 |
| Investment management and investment advisory agency accounts, managed assets | $222,950,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $354,029,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $14,734,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $323,273,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $16,022,000 | 180 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,277,966,000 | 103 |
| 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 |