Home > Amarillo National Bank > Total Fiduciary and Related Assets
Amarillo National 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 | $4,684,344,000 | 113 |
| Managed Assets ($) | $2,439,776,000 | 122 |
| Personal trust and agency accounts, managed assets | $848,301,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,285,000 | 198 |
| Employee benefit-defined benefit accounts, managed assets | $21,549,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $221,573,000 | 115 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $1,048,414,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $287,654,000 | 77 |
| 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 | $221,573,000 | 113 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $2,244,568,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $0 | 630 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,008,562,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $160,000 | 131 |
| Other retirement accounts, non-managed assets | $41,449,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $1,194,275,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 245 |
| Other fiduciary accounts, non-managed assets | $122,000 | 119 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,550,000 | 538 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $41,449,000 | 106 |
| 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 | $4,374,354,000 | 116 |
| Managed Assets ($) | $2,295,190,000 | 123 |
| Personal trust and agency accounts, managed assets | $799,682,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,710,000 | 161 |
| Employee benefit-defined benefit accounts, managed assets | $22,160,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $203,973,000 | 118 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $990,118,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | $267,547,000 | 78 |
| 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 | $203,973,000 | 114 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,079,164,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $0 | 310 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $921,981,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,000 | 116 |
| Other retirement accounts, non-managed assets | $39,481,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $1,117,606,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 192 |
| Other fiduciary accounts, non-managed assets | $88,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,000 | 339 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $39,481,000 | 89 |
| 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 | $4,497,998,000 | 112 |
| Managed Assets ($) | $2,317,215,000 | 120 |
| Personal trust and agency accounts, managed assets | $797,617,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,722,000 | 173 |
| Employee benefit-defined benefit accounts, managed assets | $24,401,000 | 111 |
| Other employee benefit and retirement-related accounts, managed assets | $206,152,000 | 114 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $996,998,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $277,325,000 | 76 |
| 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 | $206,152,000 | 108 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,180,783,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $0 | 364 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $958,116,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $39,656,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $1,182,964,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $47,000 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,000 | 401 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $39,656,000 | 99 |
| 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 | $4,447,375,000 | 117 |
| Managed Assets ($) | $2,333,471,000 | 126 |
| Personal trust and agency accounts, managed assets | $786,124,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,586,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $24,971,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $199,213,000 | 120 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $1,034,304,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $268,273,000 | 78 |
| 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 | $199,213,000 | 111 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,113,904,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $0 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $920,395,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000 | 120 |
| Other retirement accounts, non-managed assets | $39,128,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $1,154,335,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $45,000 | 72 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,000 | 346 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $39,128,000 | 96 |
| 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 | $4,300,314,000 | 118 |
| Managed Assets ($) | $2,228,519,000 | 127 |
| Personal trust and agency accounts, managed assets | $752,471,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,054,000 | 162 |
| Employee benefit-defined benefit accounts, managed assets | $23,037,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $190,376,000 | 124 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $980,675,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | $261,906,000 | 81 |
| 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 | $190,376,000 | 115 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $2,071,795,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $0 | 641 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $862,813,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $38,692,000 | 98 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $1,170,236,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 205 |
| Other fiduciary accounts, non-managed assets | $54,000 | 112 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,000 | 640 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,692,000 | 122 |
| 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 | $3,780,102,000 | 124 |
| Managed Assets ($) | $2,169,253,000 | 125 |
| Personal trust and agency accounts, managed assets | $759,196,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,389,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $22,494,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $182,695,000 | 126 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $940,416,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | $245,063,000 | 82 |
| 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 | $182,695,000 | 116 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,610,849,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $579,000 | 285 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $822,136,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $36,806,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $751,267,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $61,000 | 70 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,211,000 | 340 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $36,806,000 | 102 |
| 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 | $3,940,179,000 | 102 |
| Managed Assets ($) | $2,193,813,000 | 104 |
| Personal trust and agency accounts, managed assets | $762,022,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,784,000 | 149 |
| Employee benefit-defined benefit accounts, managed assets | $24,284,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $192,252,000 | 116 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $947,481,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $247,990,000 | 72 |
| 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 | $192,252,000 | 107 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,746,366,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $0 | 335 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $867,813,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000 | 120 |
| Other retirement accounts, non-managed assets | $37,809,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $840,725,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $18,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,211,000 | 362 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,809,000 | 101 |
| 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 | $4,101,139,000 | 106 |
| Managed Assets ($) | $2,380,080,000 | 106 |
| Personal trust and agency accounts, managed assets | $834,877,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,165,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $32,292,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $212,471,000 | 116 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $999,523,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | $278,752,000 | 68 |
| 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 | $212,471,000 | 108 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,721,059,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $0 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $983,326,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,000 | 113 |
| Other retirement accounts, non-managed assets | $42,719,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $694,986,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 136 |
| Other fiduciary accounts, non-managed assets | $15,000 | 75 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,211,000 | 274 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,719,000 | 92 |
| 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 | $3,802,875,000 | 113 |
| Managed Assets ($) | $2,413,845,000 | 105 |
| Personal trust and agency accounts, managed assets | $874,677,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,240,000 | 155 |
| Employee benefit-defined benefit accounts, managed assets | $33,943,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $216,027,000 | 119 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $978,998,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $285,960,000 | 69 |
| 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 | $216,027,000 | 112 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $1,389,030,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $0 | 617 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,044,565,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
| Other retirement accounts, non-managed assets | $43,278,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $301,142,000 | 25 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
| Other fiduciary accounts, non-managed assets | $45,000 | 112 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,211,000 | 504 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $43,278,000 | 115 |
| 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 | $3,635,965,000 | 115 |
| Managed Assets ($) | $2,297,286,000 | 111 |
| Personal trust and agency accounts, managed assets | $858,910,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,705,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $33,115,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $203,918,000 | 125 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $895,116,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | $280,522,000 | 68 |
| 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 | $203,918,000 | 117 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,338,679,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $0 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,007,071,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $53,000 | 111 |
| Other retirement accounts, non-managed assets | $42,537,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $289,016,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
| Other fiduciary accounts, non-managed assets | $2,000 | 79 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,211,000 | 300 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,537,000 | 88 |
| 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 | $3,419,771,000 | 115 |
| Managed Assets ($) | $2,188,105,000 | 112 |
| Personal trust and agency accounts, managed assets | $869,225,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,848,000 | 141 |
| Employee benefit-defined benefit accounts, managed assets | $33,808,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $202,758,000 | 125 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $715,815,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | $340,651,000 | 60 |
| 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 | $202,758,000 | 119 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,231,666,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $0 | 318 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,028,345,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $37,902,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $165,390,000 | 33 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,000 | 138 |
| Other fiduciary accounts, non-managed assets | $20,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,211,000 | 348 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,902,000 | 110 |
| 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 | $3,266,709,000 | 115 |
| Managed Assets ($) | $2,096,318,000 | 114 |
| Personal trust and agency accounts, managed assets | $837,199,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,697,000 | 130 |
| Employee benefit-defined benefit accounts, managed assets | $35,921,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $193,292,000 | 128 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $678,333,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | $326,876,000 | 60 |
| 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 | $193,292,000 | 121 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,170,391,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $0 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $976,691,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000 | 117 |
| Other retirement accounts, non-managed assets | $35,913,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $3,010,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | $154,766,000 | 31 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,000 | 121 |
| Other fiduciary accounts, non-managed assets | $1,000 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,211,000 | 303 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $35,913,000 | 101 |
| 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 | $3,132,473,000 | 119 |
| Managed Assets ($) | $1,990,030,000 | 118 |
| Personal trust and agency accounts, managed assets | $796,901,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,069,000 | 154 |
| Employee benefit-defined benefit accounts, managed assets | $37,188,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $172,790,000 | 131 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $641,162,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | $317,920,000 | 58 |
| 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 | $172,790,000 | 124 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $1,142,443,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $5,871,000 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $937,473,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000 | 145 |
| Other retirement accounts, non-managed assets | $39,940,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $2,838,000 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $156,307,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,000 | 186 |
| Other fiduciary accounts, non-managed assets | $4,000 | 136 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,236,000 | 516 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $39,940,000 | 111 |
| 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 | $2,806,619,000 | 116 |
| Managed Assets ($) | $1,758,053,000 | 120 |
| Personal trust and agency accounts, managed assets | $654,723,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,320,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $34,511,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $156,417,000 | 133 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $596,455,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | $293,627,000 | 58 |
| 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 | $156,417,000 | 125 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,048,566,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $3,483,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $852,974,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000 | 119 |
| Other retirement accounts, non-managed assets | $38,566,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $2,566,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | $150,963,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,000 | 125 |
| Other fiduciary accounts, non-managed assets | $3,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,591,000 | 298 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,566,000 | 92 |
| 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 | $2,723,843,000 | 115 |
| Managed Assets ($) | $1,690,984,000 | 121 |
| Personal trust and agency accounts, managed assets | $640,169,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,463,000 | 151 |
| Employee benefit-defined benefit accounts, managed assets | $31,421,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $148,525,000 | 137 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $575,129,000 | 125 |
| Foundation and endowment trust and agency accounts, managed assets | $274,277,000 | 58 |
| 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 | $148,525,000 | 130 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,032,859,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $5,650,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $839,366,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,000 | 130 |
| Other retirement accounts, non-managed assets | $37,469,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $3,120,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | $147,237,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,000 | 138 |
| Other fiduciary accounts, non-managed assets | $1,000 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,592,000 | 343 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,469,000 | 101 |
| 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 | $2,431,222,000 | 118 |
| Managed Assets ($) | $1,551,065,000 | 118 |
| Personal trust and agency accounts, managed assets | $617,259,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,160,000 | 143 |
| Employee benefit-defined benefit accounts, managed assets | $28,608,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $134,596,000 | 131 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $501,499,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | $250,943,000 | 58 |
| 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 | $134,596,000 | 124 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $880,157,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $0 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $717,361,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000 | 124 |
| Other retirement accounts, non-managed assets | $35,297,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $2,832,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | $124,651,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,000 | 130 |
| Other fiduciary accounts, non-managed assets | $2,000 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,600,000 | 302 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $35,297,000 | 98 |
| 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 | $2,585,151,000 | 122 |
| Managed Assets ($) | $1,701,217,000 | 122 |
| Personal trust and agency accounts, managed assets | $677,249,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,956,000 | 155 |
| Employee benefit-defined benefit accounts, managed assets | $33,377,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $148,936,000 | 136 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $530,216,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | $286,483,000 | 58 |
| 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 | $148,936,000 | 129 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $883,934,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $0 | 664 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $721,999,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000 | 152 |
| Other retirement accounts, non-managed assets | $25,007,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $2,681,000 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $134,236,000 | 35 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,000 | 195 |
| Other fiduciary accounts, non-managed assets | $2,000 | 155 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,260,000 | 521 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,007,000 | 151 |
| 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 | $3,418,136,000 | 104 |
| Managed Assets ($) | $2,430,563,000 | 99 |
| Personal trust and agency accounts, managed assets | $662,202,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $800,028,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $31,294,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $140,771,000 | 134 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $516,797,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | $279,471,000 | 60 |
| 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 | $140,771,000 | 127 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $987,573,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $0 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $817,472,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 124 |
| Other retirement accounts, non-managed assets | $34,665,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $2,380,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | $133,042,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,000 | 135 |
| Other fiduciary accounts, non-managed assets | $4,000 | 84 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,692,000 | 304 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $35,774,000 | 99 |
| 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 | $3,376,430,000 | 105 |
| Managed Assets ($) | $2,418,422,000 | 96 |
| Personal trust and agency accounts, managed assets | $657,541,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $811,487,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $31,559,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $134,341,000 | 137 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $504,272,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | $279,222,000 | 60 |
| 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 | $134,341,000 | 129 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $958,008,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $0 | 308 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $806,471,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000 | 129 |
| Other retirement accounts, non-managed assets | $22,160,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $2,914,000 | 72 |
| Investment management and advisory agency accounts, non-managed assets | $126,446,000 | 35 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,000 | 140 |
| Other fiduciary accounts, non-managed assets | $6,000 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,483,000 | 293 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $35,840,000 | 104 |
| 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 | $3,182,689,000 | 106 |
| Managed Assets ($) | $2,384,066,000 | 97 |
| Personal trust and agency accounts, managed assets | $656,343,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $799,348,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $31,246,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $127,400,000 | 135 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $497,023,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | $272,706,000 | 59 |
| 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 | $127,400,000 | 130 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $798,623,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $5,064,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $642,736,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $22,413,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $2,649,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | $125,753,000 | 36 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,000 | 143 |
| Other fiduciary accounts, non-managed assets | $1,000 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,729,000 | 288 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $36,033,000 | 100 |
| 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 | $2,216,426,000 | 121 |
| Managed Assets ($) | $1,497,272,000 | 121 |
| Personal trust and agency accounts, managed assets | $615,243,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,203,000 | 171 |
| Employee benefit-defined benefit accounts, managed assets | $29,245,000 | 111 |
| Other employee benefit and retirement-related accounts, managed assets | $115,673,000 | 135 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $469,595,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | $249,313,000 | 59 |
| 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 | $115,673,000 | 128 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $719,154,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $0 | 678 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $577,568,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,000 | 163 |
| Other retirement accounts, non-managed assets | $22,023,000 | 133 |
| Corporate trust and agency accounts, non-managed assets | $2,534,000 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $117,009,000 | 37 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,000 | 197 |
| Other fiduciary accounts, non-managed assets | $2,000 | 152 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,188,000 | 564 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,023,000 | 164 |
| 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 | $2,420,394,000 | 120 |
| Managed Assets ($) | $1,605,341,000 | 122 |
| Personal trust and agency accounts, managed assets | $658,853,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,166,000 | 156 |
| Employee benefit-defined benefit accounts, managed assets | $30,839,000 | 111 |
| Other employee benefit and retirement-related accounts, managed assets | $124,094,000 | 137 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $496,087,000 | 132 |
| Foundation and endowment trust and agency accounts, managed assets | $275,302,000 | 58 |
| 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 | $124,094,000 | 129 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $815,053,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $0 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $656,845,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000 | 132 |
| Other retirement accounts, non-managed assets | $24,979,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $2,267,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $130,951,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,000 | 146 |
| Other fiduciary accounts, non-managed assets | $1,000 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,986,000 | 353 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,979,000 | 123 |
| 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 | $2,332,203,000 | 121 |
| Managed Assets ($) | $1,533,442,000 | 123 |
| Personal trust and agency accounts, managed assets | $646,592,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,465,000 | 155 |
| Employee benefit-defined benefit accounts, managed assets | $30,380,000 | 111 |
| Other employee benefit and retirement-related accounts, managed assets | $118,599,000 | 140 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $468,156,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | $248,250,000 | 61 |
| 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 | $118,599,000 | 133 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $798,761,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $0 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $646,609,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000 | 133 |
| Other retirement accounts, non-managed assets | $24,347,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $2,818,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | $124,974,000 | 36 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,000 | 146 |
| Other fiduciary accounts, non-managed assets | $2,000 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,622,000 | 358 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,346,000 | 121 |
| 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 | $2,379,374,000 | 119 |
| Managed Assets ($) | $1,578,207,000 | 119 |
| Personal trust and agency accounts, managed assets | $655,176,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,030,000 | 157 |
| Employee benefit-defined benefit accounts, managed assets | $30,495,000 | 113 |
| Other employee benefit and retirement-related accounts, managed assets | $116,145,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $500,589,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | $254,772,000 | 61 |
| 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 | $116,145,000 | 135 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $801,167,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $0 | 317 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $646,537,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $22,725,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $2,555,000 | 79 |
| Investment management and advisory agency accounts, non-managed assets | $128,386,000 | 35 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,000 | 143 |
| Other fiduciary accounts, non-managed assets | $953,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,000 | 376 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,725,000 | 123 |
| 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 | $2,375,694,000 | 118 |
| Managed Assets ($) | $1,589,452,000 | 121 |
| Personal trust and agency accounts, managed assets | $669,253,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,444,000 | 177 |
| Employee benefit-defined benefit accounts, managed assets | $31,377,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $113,774,000 | 146 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $502,526,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | $252,078,000 | 61 |
| 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 | $113,774,000 | 137 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $786,242,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $0 | 711 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $636,127,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 163 |
| Other retirement accounts, non-managed assets | $23,231,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $2,449,000 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $124,427,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,000 | 200 |
| Other fiduciary accounts, non-managed assets | $1,000 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,000 | 681 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,231,000 | 154 |
| 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 | $2,373,209,000 | 115 |
| Managed Assets ($) | $1,616,116,000 | 116 |
| Personal trust and agency accounts, managed assets | $646,915,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,070,000 | 158 |
| Employee benefit-defined benefit accounts, managed assets | $29,131,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $111,340,000 | 144 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $564,136,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | $244,524,000 | 61 |
| 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 | $111,340,000 | 134 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $757,093,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $0 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $614,022,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $22,832,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $2,208,000 | 85 |
| Investment management and advisory agency accounts, non-managed assets | $118,021,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,000 | 147 |
| Other fiduciary accounts, non-managed assets | $2,000 | 92 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,000 | 372 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,832,000 | 125 |
| 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 | $2,315,491,000 | 117 |
| Managed Assets ($) | $1,576,002,000 | 116 |
| Personal trust and agency accounts, managed assets | $641,608,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,558,000 | 158 |
| Employee benefit-defined benefit accounts, managed assets | $29,021,000 | 114 |
| Other employee benefit and retirement-related accounts, managed assets | $107,401,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $538,245,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | $240,169,000 | 63 |
| 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 | $107,401,000 | 136 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $739,489,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $0 | 316 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $591,977,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000 | 127 |
| Other retirement accounts, non-managed assets | $30,019,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $2,759,000 | 84 |
| Investment management and advisory agency accounts, non-managed assets | $114,723,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,000 | 147 |
| Other fiduciary accounts, non-managed assets | $1,000 | 92 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,000 | 376 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,019,000 | 111 |
| 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 | $2,312,399,000 | 116 |
| Managed Assets ($) | $1,546,824,000 | 114 |
| Personal trust and agency accounts, managed assets | $643,497,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,901,000 | 168 |
| Employee benefit-defined benefit accounts, managed assets | $31,107,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $102,780,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $514,323,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | $238,216,000 | 63 |
| 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 | $102,780,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $765,575,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $0 | 316 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $572,690,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,292,000 | 78 |
| Other retirement accounts, non-managed assets | $23,785,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $2,504,000 | 85 |
| Investment management and advisory agency accounts, non-managed assets | $116,292,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,000 | 149 |
| Other fiduciary accounts, non-managed assets | $2,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,000 | 379 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,785,000 | 119 |
| 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 | $2,265,617,000 | 116 |
| Managed Assets ($) | $1,532,042,000 | 113 |
| Personal trust and agency accounts, managed assets | $645,060,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,317,000 | 191 |
| Employee benefit-defined benefit accounts, managed assets | $30,606,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $97,415,000 | 149 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $514,705,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | $227,939,000 | 64 |
| 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 | $97,415,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $733,575,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $0 | 726 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $543,706,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,058,000 | 80 |
| Other retirement accounts, non-managed assets | $25,347,000 | 123 |
| Corporate trust and agency accounts, non-managed assets | $2,404,000 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $113,047,000 | 35 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,000 | 196 |
| Other fiduciary accounts, non-managed assets | $2,000 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,000 | 720 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,347,000 | 139 |
| 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 | $2,261,916,000 | 114 |
| Managed Assets ($) | $1,534,148,000 | 111 |
| Personal trust and agency accounts, managed assets | $657,837,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,157,000 | 166 |
| Employee benefit-defined benefit accounts, managed assets | $28,958,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $97,089,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $507,052,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | $227,055,000 | 63 |
| 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 | $97,089,000 | 137 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $727,768,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $0 | 323 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $539,592,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,165,000 | 79 |
| Other retirement accounts, non-managed assets | $25,296,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $2,254,000 | 86 |
| Investment management and advisory agency accounts, non-managed assets | $111,448,000 | 36 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,000 | 148 |
| Other fiduciary accounts, non-managed assets | $1,000 | 92 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,000 | 380 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,296,000 | 119 |
| 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 | $2,223,434,000 | 114 |
| Managed Assets ($) | $1,517,188,000 | 110 |
| Personal trust and agency accounts, managed assets | $656,822,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,413,000 | 169 |
| Employee benefit-defined benefit accounts, managed assets | $28,935,000 | 111 |
| Other employee benefit and retirement-related accounts, managed assets | $95,612,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $497,031,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | $222,375,000 | 62 |
| 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 | $95,612,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $706,246,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $0 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $516,095,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,455,000 | 79 |
| Other retirement accounts, non-managed assets | $24,629,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $2,814,000 | 87 |
| Investment management and advisory agency accounts, non-managed assets | $113,244,000 | 37 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,000 | 156 |
| Other fiduciary accounts, non-managed assets | $1,000 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,000 | 382 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,629,000 | 121 |
| 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 | $2,201,551,000 | 114 |
| Managed Assets ($) | $1,500,873,000 | 113 |
| Personal trust and agency accounts, managed assets | $654,361,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,296,000 | 190 |
| Employee benefit-defined benefit accounts, managed assets | $28,349,000 | 111 |
| Other employee benefit and retirement-related accounts, managed assets | $92,797,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $491,500,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | $222,570,000 | 63 |
| 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 | $92,797,000 | 136 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $700,678,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $0 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $513,451,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,208,000 | 78 |
| Other retirement accounts, non-managed assets | $24,113,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $2,471,000 | 85 |
| Investment management and advisory agency accounts, non-managed assets | $110,424,000 | 35 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,000 | 155 |
| Other fiduciary accounts, non-managed assets | $2,000 | 90 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,000 | 384 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,113,000 | 119 |
| 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 | $2,176,412,000 | 114 |
| Managed Assets ($) | $1,479,596,000 | 113 |
| Personal trust and agency accounts, managed assets | $652,617,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,232,000 | 223 |
| Employee benefit-defined benefit accounts, managed assets | $29,616,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $91,598,000 | 143 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $478,331,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | $216,202,000 | 62 |
| 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 | $91,598,000 | 132 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $696,816,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $0 | 747 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $508,121,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $48,707,000 | 78 |
| Other retirement accounts, non-managed assets | $24,419,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $2,353,000 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $113,199,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,000 | 205 |
| Other fiduciary accounts, non-managed assets | $7,000 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $75,000 | 719 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,419,000 | 138 |
| 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 | $2,316,929,000 | 111 |
| Managed Assets ($) | $1,635,425,000 | 102 |
| Personal trust and agency accounts, managed assets | $655,110,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,733,000 | 192 |
| Employee benefit-defined benefit accounts, managed assets | $28,357,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $90,665,000 | 143 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $639,189,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | $211,371,000 | 61 |
| 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 | $90,665,000 | 132 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $681,504,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $0 | 321 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $495,690,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $48,916,000 | 77 |
| Other retirement accounts, non-managed assets | $23,396,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $2,184,000 | 83 |
| Investment management and advisory agency accounts, non-managed assets | $111,306,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,000 | 152 |
| Other fiduciary accounts, non-managed assets | $1,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 383 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,396,000 | 121 |
| 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 | $2,249,968,000 | 115 |
| Managed Assets ($) | $1,527,845,000 | 114 |
| Personal trust and agency accounts, managed assets | $674,813,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,956,000 | 198 |
| Employee benefit-defined benefit accounts, managed assets | $30,241,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $92,348,000 | 148 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $498,494,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | $220,993,000 | 60 |
| 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 | $92,348,000 | 134 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $722,123,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $0 | 324 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $532,319,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,676,000 | 78 |
| Other retirement accounts, non-managed assets | $26,166,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $2,281,000 | 87 |
| Investment management and advisory agency accounts, non-managed assets | $111,673,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,000 | 153 |
| Other fiduciary accounts, non-managed assets | $1,000 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,000 | 386 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,166,000 | 116 |
| 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 | $2,262,452,000 | 115 |
| Managed Assets ($) | $1,536,051,000 | 110 |
| Personal trust and agency accounts, managed assets | $688,257,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,422,000 | 207 |
| Employee benefit-defined benefit accounts, managed assets | $31,065,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $91,583,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $491,352,000 | 111 |
| Foundation and endowment trust and agency accounts, managed assets | $224,372,000 | 60 |
| 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 | $91,583,000 | 131 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $726,401,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $0 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $533,259,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,958,000 | 74 |
| Other retirement accounts, non-managed assets | $26,176,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $2,464,000 | 85 |
| Investment management and advisory agency accounts, non-managed assets | $113,535,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,000 | 150 |
| Other fiduciary accounts, non-managed assets | $1,000 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,000 | 382 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,176,000 | 117 |
| 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 | $2,228,804,000 | 116 |
| Managed Assets ($) | $1,520,249,000 | 109 |
| Personal trust and agency accounts, managed assets | $692,102,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,567,000 | 243 |
| Employee benefit-defined benefit accounts, managed assets | $31,182,000 | 111 |
| Other employee benefit and retirement-related accounts, managed assets | $91,335,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $477,748,000 | 113 |
| Foundation and endowment trust and agency accounts, managed assets | $218,315,000 | 61 |
| 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 | $91,335,000 | 130 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $708,555,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $0 | 782 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $516,900,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,675,000 | 76 |
| Other retirement accounts, non-managed assets | $26,070,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $2,286,000 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $112,614,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,000 | 210 |
| Other fiduciary accounts, non-managed assets | $1,000 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,000 | 741 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,070,000 | 139 |
| 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 | $2,202,015,000 | 113 |
| Managed Assets ($) | $1,505,821,000 | 108 |
| Personal trust and agency accounts, managed assets | $702,330,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,513,000 | 204 |
| Employee benefit-defined benefit accounts, managed assets | $29,370,000 | 112 |
| Other employee benefit and retirement-related accounts, managed assets | $91,986,000 | 142 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $460,237,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | $212,385,000 | 60 |
| 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 | $91,986,000 | 126 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $696,194,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $0 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $507,134,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,301,000 | 81 |
| Other retirement accounts, non-managed assets | $26,190,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $1,998,000 | 87 |
| Investment management and advisory agency accounts, non-managed assets | $111,560,000 | 33 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,000 | 153 |
| Other fiduciary accounts, non-managed assets | $1,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,000 | 379 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,190,000 | 114 |
| 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 | $2,209,496,000 | 114 |
| Managed Assets ($) | $1,501,794,000 | 107 |
| Personal trust and agency accounts, managed assets | $717,334,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,951,000 | 201 |
| Employee benefit-defined benefit accounts, managed assets | $30,247,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $93,585,000 | 137 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $459,522,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | $191,155,000 | 62 |
| 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 | $93,585,000 | 122 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $707,702,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $0 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $516,440,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $48,868,000 | 78 |
| Other retirement accounts, non-managed assets | $26,344,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $2,203,000 | 88 |
| Investment management and advisory agency accounts, non-managed assets | $113,840,000 | 33 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,000 | 151 |
| Other fiduciary accounts, non-managed assets | $1,000 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $53,000 | 380 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,344,000 | 115 |
| 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 | $2,120,763,000 | 116 |
| Managed Assets ($) | $1,435,525,000 | 109 |
| Personal trust and agency accounts, managed assets | $693,636,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,262,000 | 178 |
| Employee benefit-defined benefit accounts, managed assets | $30,112,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $87,438,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $427,788,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | $180,289,000 | 62 |
| 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 | $87,438,000 | 128 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $685,238,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $0 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $499,906,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $48,867,000 | 80 |
| Other retirement accounts, non-managed assets | $23,598,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $2,350,000 | 89 |
| Investment management and advisory agency accounts, non-managed assets | $110,508,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,000 | 151 |
| Other fiduciary accounts, non-managed assets | $1,000 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,000 | 384 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,598,000 | 123 |
| 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 | $2,076,710,000 | 117 |
| Managed Assets ($) | $1,345,888,000 | 114 |
| Personal trust and agency accounts, managed assets | $650,999,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,103,000 | 201 |
| Employee benefit-defined benefit accounts, managed assets | $30,603,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $85,107,000 | 148 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $385,610,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | $177,466,000 | 62 |
| 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 | $85,107,000 | 131 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $730,822,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $0 | 811 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $489,783,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,490,000 | 79 |
| Other retirement accounts, non-managed assets | $24,075,000 | 136 |
| Corporate trust and agency accounts, non-managed assets | $2,258,000 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $165,159,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,000 | 208 |
| Other fiduciary accounts, non-managed assets | $48,000 | 143 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $554,000 | 705 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,075,000 | 151 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,941,687,000 | 118 |
| Managed Assets ($) | $1,295,991,000 | 110 |
| Personal trust and agency accounts, managed assets | $633,231,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,443,000 | 172 |
| Employee benefit-defined benefit accounts, managed assets | $27,872,000 | 113 |
| Other employee benefit and retirement-related accounts, managed assets | $82,906,000 | 143 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $364,240,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | $171,299,000 | 60 |
| 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 | $82,906,000 | 129 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $645,696,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $0 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $462,570,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $47,646,000 | 81 |
| Other retirement accounts, non-managed assets | $22,705,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $2,019,000 | 87 |
| Investment management and advisory agency accounts, non-managed assets | $110,705,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,000 | 145 |
| Other fiduciary accounts, non-managed assets | $41,000 | 82 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $552,000 | 360 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,705,000 | 131 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,909,861,000 | 119 |
| Managed Assets ($) | $1,295,351,000 | 108 |
| Personal trust and agency accounts, managed assets | $643,374,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,099,000 | 173 |
| Employee benefit-defined benefit accounts, managed assets | $27,312,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $77,799,000 | 143 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $357,778,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | $172,989,000 | 59 |
| 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 | $77,799,000 | 129 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $614,510,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $231,000 | 307 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $441,630,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $46,052,000 | 82 |
| Other retirement accounts, non-managed assets | $22,364,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $2,133,000 | 83 |
| Investment management and advisory agency accounts, non-managed assets | $102,081,000 | 31 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,000 | 148 |
| Other fiduciary accounts, non-managed assets | $8,000 | 85 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $550,000 | 361 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,364,000 | 134 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,926,141,000 | 119 |
| Managed Assets ($) | $1,311,681,000 | 110 |
| Personal trust and agency accounts, managed assets | $639,851,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,023,000 | 174 |
| Employee benefit-defined benefit accounts, managed assets | $28,051,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $75,908,000 | 143 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $370,113,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | $180,735,000 | 59 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $75,908,000 | 129 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $614,460,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $237,000 | 310 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $438,905,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $46,268,000 | 80 |
| Other retirement accounts, non-managed assets | $23,402,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $2,349,000 | 86 |
| Investment management and advisory agency accounts, non-managed assets | $103,273,000 | 31 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,000 | 151 |
| Other fiduciary accounts, non-managed assets | $14,000 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,000 | 370 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,402,000 | 130 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,970,595,000 | 114 |
| Managed Assets ($) | $1,269,064,000 | 109 |
| Personal trust and agency accounts, managed assets | $619,026,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,842,000 | 198 |
| Employee benefit-defined benefit accounts, managed assets | $28,024,000 | 121 |
| Other employee benefit and retirement-related accounts, managed assets | $67,624,000 | 153 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $364,181,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | $174,367,000 | 56 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $67,624,000 | 134 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $701,531,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $263,000 | 684 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $525,042,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $45,211,000 | 82 |
| Other retirement accounts, non-managed assets | $22,262,000 | 138 |
| Corporate trust and agency accounts, non-managed assets | $2,301,000 | 133 |
| Investment management and advisory agency accounts, non-managed assets | $106,372,000 | 28 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,000 | 209 |
| Other fiduciary accounts, non-managed assets | $72,000 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,250,000 | 583 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,262,000 | 161 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,933,125,000 | 114 |
| Managed Assets ($) | $1,231,467,000 | 111 |
| Personal trust and agency accounts, managed assets | $601,539,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,185,000 | 176 |
| Employee benefit-defined benefit accounts, managed assets | $26,625,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $64,111,000 | 154 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $349,977,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | $173,030,000 | 56 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $64,111,000 | 134 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $701,658,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $346,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $514,039,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $47,213,000 | 79 |
| Other retirement accounts, non-managed assets | $23,370,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $2,052,000 | 83 |
| Investment management and advisory agency accounts, non-managed assets | $114,629,000 | 27 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $9,000 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,250,000 | 323 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,370,000 | 125 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,861,460,000 | 115 |
| Managed Assets ($) | $1,190,150,000 | 110 |
| Personal trust and agency accounts, managed assets | $578,054,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,162,000 | 174 |
| Employee benefit-defined benefit accounts, managed assets | $26,117,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $59,961,000 | 157 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $339,187,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $169,669,000 | 55 |
| 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 | $59,961,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $671,310,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $324,000 | 293 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $490,875,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $45,295,000 | 78 |
| Other retirement accounts, non-managed assets | $22,008,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $2,440,000 | 88 |
| Investment management and advisory agency accounts, non-managed assets | $110,360,000 | 27 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $8,000 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,000,000 | 331 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,008,000 | 123 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,880,845,000 | 116 |
| Managed Assets ($) | $1,195,317,000 | 111 |
| Personal trust and agency accounts, managed assets | $577,566,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,581,000 | 168 |
| Employee benefit-defined benefit accounts, managed assets | $27,482,000 | 121 |
| Other employee benefit and retirement-related accounts, managed assets | $60,063,000 | 156 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $341,017,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $171,608,000 | 56 |
| 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 | $0 | 318 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $685,528,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $346,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $502,419,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $46,236,000 | 79 |
| Other retirement accounts, non-managed assets | $22,298,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $2,169,000 | 89 |
| Investment management and advisory agency accounts, non-managed assets | $112,036,000 | 25 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $24,000 | 90 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,091,000 | 336 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 322 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,750,861,000 | 115 |
| Managed Assets ($) | $1,118,409,000 | 113 |
| Personal trust and agency accounts, managed assets | $546,327,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,461,000 | 189 |
| Employee benefit-defined benefit accounts, managed assets | $26,173,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $55,702,000 | 158 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $321,212,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $152,534,000 | 57 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $55,701,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $632,452,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $281,000 | 667 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $452,707,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $44,635,000 | 82 |
| Other retirement accounts, non-managed assets | $21,943,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $2,597,000 | 134 |
| Investment management and advisory agency accounts, non-managed assets | $110,288,000 | 25 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $1,000 | 204 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,824,000 | 608 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,943,000 | 158 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,703,039,000 | 117 |
| Managed Assets ($) | $1,099,903,000 | 112 |
| Personal trust and agency accounts, managed assets | $534,706,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,892,000 | 170 |
| Employee benefit-defined benefit accounts, managed assets | $23,712,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $55,231,000 | 157 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $332,028,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | $137,334,000 | 60 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $55,231,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $603,136,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $265,000 | 297 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $431,766,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,508,000 | 79 |
| Other retirement accounts, non-managed assets | $20,386,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $2,482,000 | 87 |
| Investment management and advisory agency accounts, non-managed assets | $105,723,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $6,000 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,547,000 | 337 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,386,000 | 125 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,776,389,000 | 117 |
| Managed Assets ($) | $1,107,408,000 | 119 |
| Personal trust and agency accounts, managed assets | $543,126,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,869,000 | 174 |
| Employee benefit-defined benefit accounts, managed assets | $26,097,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $55,975,000 | 165 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $337,613,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $126,728,000 | 63 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $55,975,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $668,981,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $374,000 | 298 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $481,961,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,999,000 | 79 |
| Other retirement accounts, non-managed assets | $21,771,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $2,478,000 | 90 |
| Investment management and advisory agency accounts, non-managed assets | $119,291,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $107,000 | 84 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $100,000 | 370 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,771,000 | 122 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,780,103,000 | 115 |
| Managed Assets ($) | $1,092,521,000 | 115 |
| Personal trust and agency accounts, managed assets | $537,720,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,977,000 | 173 |
| Employee benefit-defined benefit accounts, managed assets | $24,755,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $53,755,000 | 162 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $332,103,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | $126,211,000 | 62 |
| 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 | $53,755,000 | 134 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $687,582,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $389,000 | 300 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $479,360,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,443,000 | 80 |
| Other retirement accounts, non-managed assets | $21,298,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $2,493,000 | 91 |
| Investment management and advisory agency accounts, non-managed assets | $131,618,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $9,981,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $106,000 | 373 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,298,000 | 128 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,707,170,000 | 116 |
| Managed Assets ($) | $1,057,896,000 | 115 |
| Personal trust and agency accounts, managed assets | $519,158,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,649,000 | 191 |
| Employee benefit-defined benefit accounts, managed assets | $24,764,000 | 129 |
| Other employee benefit and retirement-related accounts, managed assets | $49,363,000 | 174 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $323,935,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | $122,027,000 | 59 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $49,363,000 | 146 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $649,274,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $265,000 | 715 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $448,194,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,976,000 | 85 |
| Other retirement accounts, non-managed assets | $20,964,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $2,511,000 | 147 |
| Investment management and advisory agency accounts, non-managed assets | $126,011,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $9,353,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $104,000 | 829 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,964,000 | 164 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,675,099,000 | 116 |
| Managed Assets ($) | $1,052,119,000 | 111 |
| Personal trust and agency accounts, managed assets | $509,393,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,480,000 | 166 |
| Employee benefit-defined benefit accounts, managed assets | $23,836,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $47,560,000 | 168 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $320,929,000 | 111 |
| Foundation and endowment trust and agency accounts, managed assets | $130,921,000 | 60 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $47,560,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $622,980,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $6,084,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $417,557,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,101,000 | 82 |
| Other retirement accounts, non-managed assets | $19,814,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $2,337,000 | 102 |
| Investment management and advisory agency accounts, non-managed assets | $124,141,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $12,946,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $102,000 | 366 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,814,000 | 123 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,590,489,000 | 113 |
| Managed Assets ($) | $1,011,234,000 | 109 |
| Personal trust and agency accounts, managed assets | $490,523,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,741,000 | 163 |
| Employee benefit-defined benefit accounts, managed assets | $19,741,000 | 129 |
| Other employee benefit and retirement-related accounts, managed assets | $45,344,000 | 162 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $310,923,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | $125,962,000 | 56 |
| 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 | $45,344,000 | 134 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $579,255,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $1,713,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $383,872,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $37,710,000 | 83 |
| Other retirement accounts, non-managed assets | $18,698,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $2,683,000 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $122,630,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $11,949,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $99,000 | 366 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,698,000 | 125 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,544,835,000 | 123 |
| Managed Assets ($) | $1,019,840,000 | 111 |
| Personal trust and agency accounts, managed assets | $491,856,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,436,000 | 170 |
| Employee benefit-defined benefit accounts, managed assets | $19,270,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $46,318,000 | 170 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $313,603,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $129,357,000 | 57 |
| 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 | $46,318,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $524,995,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $1,724,000 | 269 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $315,931,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,424,000 | 80 |
| Other retirement accounts, non-managed assets | $20,313,000 | 111 |
| Corporate trust and agency accounts, non-managed assets | $2,406,000 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $127,808,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $16,389,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $106,000 | 372 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,313,000 | 118 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,517,504,000 | 123 |
| Managed Assets ($) | $1,014,060,000 | 112 |
| Personal trust and agency accounts, managed assets | $487,081,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,898,000 | 193 |
| Employee benefit-defined benefit accounts, managed assets | $19,165,000 | 140 |
| Other employee benefit and retirement-related accounts, managed assets | $45,008,000 | 170 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $312,892,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | $131,016,000 | 56 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $45,008,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $503,444,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $1,725,000 | 504 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $298,346,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $39,838,000 | 83 |
| Other retirement accounts, non-managed assets | $19,931,000 | 144 |
| Corporate trust and agency accounts, non-managed assets | $2,311,000 | 162 |
| Investment management and advisory agency accounts, non-managed assets | $122,192,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $19,101,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $104,000 | 833 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,931,000 | 173 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,378,707,000 | 130 |
| Managed Assets ($) | $1,013,720,000 | 111 |
| Personal trust and agency accounts, managed assets | $547,300,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,135,000 | 174 |
| Employee benefit-defined benefit accounts, managed assets | $19,014,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $41,947,000 | 171 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $387,324,000 | 105 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $364,987,000 | 122 |
| Personal trust and agency accounts, non-managed assets | $1,710,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $284,301,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,283,000 | 84 |
| Other retirement accounts, non-managed assets | $18,386,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $2,155,000 | 107 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $20,152,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $123,401,000 | 183 |
| 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 | $1,301,986,000 | 131 |
| Managed Assets ($) | $971,965,000 | 113 |
| Personal trust and agency accounts, managed assets | $521,228,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,278,000 | 180 |
| Employee benefit-defined benefit accounts, managed assets | $18,078,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $37,219,000 | 178 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $377,659,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $503,000 | 89 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $330,021,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $2,687,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $254,286,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,699,000 | 85 |
| Other retirement accounts, non-managed assets | $16,710,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $2,496,000 | 105 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $18,143,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $125,570,000 | 188 |
| 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 | $1,235,066,000 | 131 |
| Managed Assets ($) | $938,115,000 | 113 |
| Personal trust and agency accounts, managed assets | $497,894,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,231,000 | 183 |
| Employee benefit-defined benefit accounts, managed assets | $16,042,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $33,932,000 | 179 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $374,549,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $467,000 | 93 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $296,951,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $1,670,000 | 269 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $224,008,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $34,364,000 | 82 |
| Other retirement accounts, non-managed assets | $15,339,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $2,397,000 | 105 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $19,173,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $118,785,000 | 191 |
| 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 | $1,276,210,000 | 132 |
| Managed Assets ($) | $954,163,000 | 115 |
| Personal trust and agency accounts, managed assets | $513,097,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,705,000 | 212 |
| Employee benefit-defined benefit accounts, managed assets | $17,732,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $32,326,000 | 190 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $375,303,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $322,047,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $1,673,000 | 516 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $246,713,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $34,685,000 | 94 |
| Other retirement accounts, non-managed assets | $14,661,000 | 193 |
| Corporate trust and agency accounts, non-managed assets | $2,318,000 | 170 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $21,997,000 | 66 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $119,518,000 | 219 |
| 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 | $1,352,353,000 | 135 |
| Managed Assets ($) | $985,137,000 | 116 |
| Personal trust and agency accounts, managed assets | $536,102,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,675,000 | 183 |
| Employee benefit-defined benefit accounts, managed assets | $20,872,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $34,761,000 | 188 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $373,727,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $367,216,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $1,726,000 | 291 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $289,300,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $37,190,000 | 92 |
| Other retirement accounts, non-managed assets | $16,049,000 | 147 |
| Corporate trust and agency accounts, non-managed assets | $2,035,000 | 115 |
| 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 | $20,916,000 | 62 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $128,404,000 | 204 |
| 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 | $1,396,193,000 | 142 |
| Managed Assets ($) | $984,406,000 | 125 |
| Personal trust and agency accounts, managed assets | $534,646,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,469,000 | 183 |
| Employee benefit-defined benefit accounts, managed assets | $22,933,000 | 127 |
| Other employee benefit and retirement-related accounts, managed assets | $36,780,000 | 191 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $368,578,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $411,787,000 | 131 |
| Personal trust and agency accounts, non-managed assets | $1,747,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $330,687,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,371,000 | 94 |
| Other retirement accounts, non-managed assets | $17,068,000 | 147 |
| Corporate trust and agency accounts, non-managed assets | $2,181,000 | 116 |
| 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 | $21,733,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $140,514,000 | 196 |
| 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 | $1,402,463,000 | 146 |
| Managed Assets ($) | $996,850,000 | 130 |
| Personal trust and agency accounts, managed assets | $537,169,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,163,000 | 181 |
| Employee benefit-defined benefit accounts, managed assets | $22,265,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $35,611,000 | 194 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $378,642,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $405,613,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $1,681,000 | 293 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $327,373,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $39,247,000 | 98 |
| Other retirement accounts, non-managed assets | $17,449,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $2,233,000 | 114 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $17,630,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $135,459,000 | 209 |
| 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 | $1,408,156,000 | 145 |
| Managed Assets ($) | $981,138,000 | 134 |
| Personal trust and agency accounts, managed assets | $524,776,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,107,000 | 201 |
| Employee benefit-defined benefit accounts, managed assets | $24,117,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $36,314,000 | 194 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $371,824,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $427,018,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $1,683,000 | 544 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $344,463,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,945,000 | 100 |
| Other retirement accounts, non-managed assets | $17,929,000 | 181 |
| Corporate trust and agency accounts, non-managed assets | $2,181,000 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $19,817,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $126,412,000 | 236 |
| 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 | $1,389,057,000 | 148 |
| Managed Assets ($) | $977,787,000 | 137 |
| Personal trust and agency accounts, managed assets | $524,762,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,096,000 | 184 |
| Employee benefit-defined benefit accounts, managed assets | $25,284,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $36,511,000 | 190 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $367,134,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $411,270,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $2,025,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $331,792,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,793,000 | 103 |
| Other retirement accounts, non-managed assets | $16,103,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $1,986,000 | 122 |
| 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 | $17,571,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $117,988,000 | 222 |
| 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 | $1,383,910,000 | 154 |
| Managed Assets ($) | $967,871,000 | 140 |
| Personal trust and agency accounts, managed assets | $514,736,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,453,000 | 186 |
| Employee benefit-defined benefit accounts, managed assets | $26,603,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $37,426,000 | 185 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $365,653,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $416,039,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $2,322,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $337,595,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,025,000 | 104 |
| Other retirement accounts, non-managed assets | $13,996,000 | 159 |
| Corporate trust and agency accounts, non-managed assets | $2,293,000 | 120 |
| 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 | $18,808,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $121,554,000 | 226 |
| 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 | $1,337,824,000 | 154 |
| Managed Assets ($) | $944,460,000 | 140 |
| Personal trust and agency accounts, managed assets | $504,756,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,190,000 | 188 |
| Employee benefit-defined benefit accounts, managed assets | $24,510,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $36,108,000 | 183 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $356,896,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $393,364,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $3,501,000 | 269 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $314,892,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,822,000 | 99 |
| Other retirement accounts, non-managed assets | $13,521,000 | 156 |
| Corporate trust and agency accounts, non-managed assets | $2,085,000 | 123 |
| 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 | $17,543,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $117,712,000 | 225 |
| 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 | $1,294,455,000 | 156 |
| Managed Assets ($) | $905,003,000 | 142 |
| Personal trust and agency accounts, managed assets | $473,818,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,889,000 | 217 |
| Employee benefit-defined benefit accounts, managed assets | $25,237,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $35,389,000 | 185 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $348,670,000 | 125 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $389,452,000 | 140 |
| Personal trust and agency accounts, non-managed assets | $7,469,000 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $307,542,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,939,000 | 99 |
| Other retirement accounts, non-managed assets | $12,781,000 | 227 |
| Corporate trust and agency accounts, non-managed assets | $2,128,000 | 185 |
| 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 | $17,593,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $110,214,000 | 258 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | 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 | $1,249,750,000 | 161 |
| Managed Assets ($) | $884,963,000 | 146 |
| Personal trust and agency accounts, managed assets | $445,732,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,195,000 | 181 |
| Employee benefit-defined benefit accounts, managed assets | $24,797,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $32,477,000 | 188 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $358,762,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $364,787,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $8,238,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $284,759,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,256,000 | 101 |
| Other retirement accounts, non-managed assets | $12,304,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $1,904,000 | 135 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $16,326,000 | 62 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $109,949,000 | 226 |
| 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 | $1,248,433,000 | 164 |
| Managed Assets ($) | $867,557,000 | 149 |
| Personal trust and agency accounts, managed assets | $438,545,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,006,000 | 186 |
| Employee benefit-defined benefit accounts, managed assets | $24,701,000 | 129 |
| Other employee benefit and retirement-related accounts, managed assets | $31,580,000 | 194 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $349,364,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $361,000 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $380,876,000 | 149 |
| Personal trust and agency accounts, non-managed assets | $9,242,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $283,175,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $60,612,000 | 99 |
| Other retirement accounts, non-managed assets | $11,441,000 | 171 |
| Corporate trust and agency accounts, non-managed assets | $2,084,000 | 133 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $14,322,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $111,294,000 | 233 |
| 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 | $1,260,776,000 | 164 |
| Managed Assets ($) | $881,274,000 | 146 |
| Personal trust and agency accounts, managed assets | $440,211,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,658,000 | 184 |
| Employee benefit-defined benefit accounts, managed assets | $24,321,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $31,481,000 | 194 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $360,239,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $364,000 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $379,502,000 | 149 |
| Personal trust and agency accounts, non-managed assets | $9,522,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $280,400,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $63,541,000 | 97 |
| Other retirement accounts, non-managed assets | $13,506,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $1,926,000 | 130 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $10,607,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $107,642,000 | 239 |
| 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 | $1,258,924,000 | 164 |
| Managed Assets ($) | $896,714,000 | 142 |
| Personal trust and agency accounts, managed assets | $427,231,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,742,000 | 219 |
| Employee benefit-defined benefit accounts, managed assets | $30,637,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $30,913,000 | 190 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $384,191,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $362,210,000 | 153 |
| Personal trust and agency accounts, non-managed assets | $9,688,000 | 301 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $265,147,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $60,337,000 | 100 |
| Other retirement accounts, non-managed assets | $12,765,000 | 223 |
| Corporate trust and agency accounts, non-managed assets | $2,573,000 | 190 |
| 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 | $11,700,000 | 77 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $109,230,000 | 265 |
| 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 | $1,292,868,000 | 159 |
| Managed Assets ($) | $910,494,000 | 136 |
| Personal trust and agency accounts, managed assets | $426,413,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,518,000 | 184 |
| Employee benefit-defined benefit accounts, managed assets | $38,753,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $31,963,000 | 182 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $386,846,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,000 | 130 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $382,374,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $9,950,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $266,246,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $58,520,000 | 98 |
| Other retirement accounts, non-managed assets | $12,401,000 | 161 |
| Corporate trust and agency accounts, non-managed assets | $24,372,000 | 89 |
| 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 | $10,885,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $111,678,000 | 227 |
| 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 | $1,252,099,000 | 153 |
| Managed Assets ($) | $881,821,000 | 135 |
| Personal trust and agency accounts, managed assets | $427,611,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,195,000 | 186 |
| Employee benefit-defined benefit accounts, managed assets | $38,271,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $31,293,000 | 178 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $358,451,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $370,278,000 | 146 |
| Personal trust and agency accounts, non-managed assets | $10,504,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $251,015,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $60,916,000 | 94 |
| Other retirement accounts, non-managed assets | $12,274,000 | 161 |
| Corporate trust and agency accounts, non-managed assets | $24,698,000 | 91 |
| 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 | $10,871,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $110,955,000 | 232 |
| 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 | $1,226,650,000 | 165 |
| Managed Assets ($) | $891,014,000 | 136 |
| Personal trust and agency accounts, managed assets | $427,826,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,079,000 | 151 |
| Employee benefit-defined benefit accounts, managed assets | $38,822,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $32,329,000 | 176 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $350,958,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $335,636,000 | 156 |
| Personal trust and agency accounts, non-managed assets | $4,344,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $232,733,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $56,270,000 | 99 |
| Other retirement accounts, non-managed assets | $10,814,000 | 175 |
| Corporate trust and agency accounts, non-managed assets | $24,403,000 | 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 | $7,072,000 | 77 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $147,942,000 | 202 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | 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 | $1,238,692,000 | 162 |
| Managed Assets ($) | $904,002,000 | 133 |
| Personal trust and agency accounts, managed assets | $433,792,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,064,000 | 172 |
| Employee benefit-defined benefit accounts, managed assets | $40,533,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $32,716,000 | 179 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $356,897,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $334,690,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $4,671,000 | 395 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $230,374,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $56,717,000 | 102 |
| Other retirement accounts, non-managed assets | $10,834,000 | 247 |
| Corporate trust and agency accounts, non-managed assets | $24,468,000 | 114 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $7,626,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $162,571,000 | 215 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,209,770,000 | 160 |
| Managed Assets ($) | $899,614,000 | 133 |
| Personal trust and agency accounts, managed assets | $429,376,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,510,000 | 165 |
| Employee benefit-defined benefit accounts, managed assets | $39,379,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $33,066,000 | 168 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $360,283,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $310,156,000 | 163 |
| Personal trust and agency accounts, non-managed assets | $5,815,000 | 235 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $210,500,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $52,513,000 | 101 |
| Other retirement accounts, non-managed assets | $11,034,000 | 170 |
| Corporate trust and agency accounts, non-managed assets | $24,242,000 | 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 | $6,052,000 | 79 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $174,015,000 | 192 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,212,678,000 | 160 |
| Managed Assets ($) | $908,096,000 | 131 |
| Personal trust and agency accounts, managed assets | $434,689,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,365,000 | 165 |
| Employee benefit-defined benefit accounts, managed assets | $40,497,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $33,040,000 | 172 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $362,505,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $304,582,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $5,536,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $205,314,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $52,169,000 | 99 |
| Other retirement accounts, non-managed assets | $10,937,000 | 174 |
| Corporate trust and agency accounts, non-managed assets | $24,557,000 | 94 |
| 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 | $6,069,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $151,889,000 | 205 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,235,345,000 | 159 |
| Managed Assets ($) | $928,861,000 | 127 |
| Personal trust and agency accounts, managed assets | $432,730,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,452,000 | 146 |
| Employee benefit-defined benefit accounts, managed assets | $39,710,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $33,498,000 | 166 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $377,471,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $306,484,000 | 164 |
| Personal trust and agency accounts, non-managed assets | $4,921,000 | 262 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $209,037,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $52,288,000 | 102 |
| Other retirement accounts, non-managed assets | $12,386,000 | 163 |
| Corporate trust and agency accounts, non-managed assets | $24,361,000 | 97 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $3,491,000 | 84 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $148,704,000 | 209 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,175,063,000 | 166 |
| Managed Assets ($) | $889,499,000 | 138 |
| Personal trust and agency accounts, managed assets | $423,919,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,738,000 | 197 |
| Employee benefit-defined benefit accounts, managed assets | $39,448,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $32,840,000 | 172 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $361,554,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $285,564,000 | 172 |
| Personal trust and agency accounts, non-managed assets | $4,608,000 | 412 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $197,999,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $44,378,000 | 110 |
| Other retirement accounts, non-managed assets | $10,960,000 | 253 |
| Corporate trust and agency accounts, non-managed assets | $24,418,000 | 124 |
| 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 | $3,201,000 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $145,599,000 | 235 |
| 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 | $1,138,220,000 | 172 |
| Managed Assets ($) | $870,728,000 | 141 |
| Personal trust and agency accounts, managed assets | $411,373,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,406,000 | 188 |
| Employee benefit-defined benefit accounts, managed assets | $38,187,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $32,595,000 | 167 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $358,167,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $267,492,000 | 174 |
| Personal trust and agency accounts, non-managed assets | $3,780,000 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $183,842,000 | 109 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,221,000 | 111 |
| Other retirement accounts, non-managed assets | $10,850,000 | 186 |
| Corporate trust and agency accounts, non-managed assets | $24,200,000 | 107 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $2,599,000 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $145,061,000 | 220 |
| 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 | $1,116,632,000 | 175 |
| Managed Assets ($) | $859,182,000 | 140 |
| Personal trust and agency accounts, managed assets | $394,928,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,049,000 | 185 |
| Employee benefit-defined benefit accounts, managed assets | $38,208,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $32,263,000 | 167 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $362,734,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $257,450,000 | 181 |
| Personal trust and agency accounts, non-managed assets | $3,586,000 | 286 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $175,990,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,501,000 | 113 |
| Other retirement accounts, non-managed assets | $10,053,000 | 192 |
| Corporate trust and agency accounts, non-managed assets | $24,299,000 | 110 |
| 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 | $3,021,000 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $143,663,000 | 224 |
| 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 | $1,058,764,000 | 180 |
| Managed Assets ($) | $822,998,000 | 141 |
| Personal trust and agency accounts, managed assets | $376,257,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,563,000 | 193 |
| Employee benefit-defined benefit accounts, managed assets | $31,761,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $30,056,000 | 166 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $356,361,000 | 105 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $235,766,000 | 191 |
| Personal trust and agency accounts, non-managed assets | $3,582,000 | 297 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $158,087,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,800,000 | 115 |
| Other retirement accounts, non-managed assets | $9,742,000 | 192 |
| Corporate trust and agency accounts, non-managed assets | $24,271,000 | 114 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,284,000 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $137,628,000 | 228 |
| 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 | $1,062,300,000 | 181 |
| Managed Assets ($) | $823,599,000 | 143 |
| Personal trust and agency accounts, managed assets | $372,848,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,402,000 | 204 |
| Employee benefit-defined benefit accounts, managed assets | $33,066,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $29,124,000 | 175 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $360,159,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $238,701,000 | 192 |
| Personal trust and agency accounts, non-managed assets | $3,478,000 | 455 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $160,938,000 | 111 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,456,000 | 115 |
| Other retirement accounts, non-managed assets | $9,850,000 | 260 |
| Corporate trust and agency accounts, non-managed assets | $24,354,000 | 131 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,625,000 | 146 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $141,969,000 | 245 |
| 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 | $1,154,875,000 | 163 |
| Managed Assets ($) | $911,684,000 | 130 |
| Personal trust and agency accounts, managed assets | $416,725,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,968,000 | 194 |
| Employee benefit-defined benefit accounts, managed assets | $37,553,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $31,079,000 | 166 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $394,360,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $243,191,000 | 179 |
| Personal trust and agency accounts, non-managed assets | $3,401,000 | 453 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $160,536,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,988,000 | 106 |
| Other retirement accounts, non-managed assets | $11,668,000 | 226 |
| Corporate trust and agency accounts, non-managed assets | $24,230,000 | 143 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,368,000 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $143,399,000 | 222 |
| 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 |