Home > First Midwest Bank > Total Fiduciary and Related Assets
First Midwest Bank, Total Fiduciary and Related Assets
| 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 | $9,265,265,000 | 64 |
| Managed Assets ($) | $4,068,187,000 | 76 |
| Personal trust and agency accounts, managed assets | $1,467,824,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $132,750,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $72,628,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $490,033,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $1,757,625,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | $147,327,000 | 101 |
| Other fiduciary accounts, managed assets | $0 | 216 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $490,033,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $5,197,078,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $113,539,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $442,376,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,372,806,000 | 22 |
| Other retirement accounts, non-managed assets | $77,087,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $750,000 | 117 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $81,493,000 | 29 |
| Other fiduciary accounts, non-managed assets | $109,027,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,749,854,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $77,087,000 | 66 |
| 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 | $9,287,175,000 | 63 |
| Managed Assets ($) | $4,040,554,000 | 72 |
| Personal trust and agency accounts, managed assets | $1,473,581,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $130,374,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $113,690,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $484,293,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $1,697,294,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | $141,322,000 | 98 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $484,293,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,246,621,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $108,449,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $448,618,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,366,690,000 | 22 |
| Other retirement accounts, non-managed assets | $73,893,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $900,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $47,690,000 | 51 |
| Foundation and endowment trust and agency accounts, non-managed assets | $79,081,000 | 29 |
| Other fiduciary accounts, non-managed assets | $121,300,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,743,798,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $73,893,000 | 55 |
| 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 | $9,301,890,000 | 63 |
| Managed Assets ($) | $4,085,881,000 | 72 |
| Personal trust and agency accounts, managed assets | $1,461,800,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $135,836,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $116,161,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $499,502,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,727,007,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | $145,575,000 | 98 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $499,502,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,216,009,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $110,576,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $433,324,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,342,852,000 | 21 |
| Other retirement accounts, non-managed assets | $89,368,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $1,050,000 | 85 |
| Investment management and advisory agency accounts, non-managed assets | $46,258,000 | 58 |
| Foundation and endowment trust and agency accounts, non-managed assets | $80,306,000 | 30 |
| Other fiduciary accounts, non-managed assets | $112,275,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,790,741,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $89,368,000 | 57 |
| 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 | $8,860,379,000 | 63 |
| Managed Assets ($) | $3,993,233,000 | 72 |
| Personal trust and agency accounts, managed assets | $1,444,186,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $131,321,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $115,305,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $482,375,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $1,675,538,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $144,508,000 | 98 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $482,375,000 | 56 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,867,146,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $111,820,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $400,451,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,071,467,000 | 22 |
| Other retirement accounts, non-managed assets | $98,494,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $1,200,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | $41,224,000 | 53 |
| Foundation and endowment trust and agency accounts, non-managed assets | $76,767,000 | 30 |
| Other fiduciary accounts, non-managed assets | $65,723,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,751,471,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $98,484,000 | 49 |
| 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 | $9,057,298,000 | 65 |
| Managed Assets ($) | $3,989,920,000 | 73 |
| Personal trust and agency accounts, managed assets | $1,421,034,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $131,099,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $112,622,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $481,047,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $1,703,160,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $140,918,000 | 94 |
| Other fiduciary accounts, managed assets | $40,000 | 178 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $481,047,000 | 56 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $5,067,378,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $103,218,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $679,288,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,005,115,000 | 22 |
| Other retirement accounts, non-managed assets | $107,985,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $1,350,000 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $26,697,000 | 78 |
| Foundation and endowment trust and agency accounts, non-managed assets | $75,346,000 | 32 |
| Other fiduciary accounts, non-managed assets | $68,379,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,779,566,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $107,985,000 | 52 |
| 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 | $8,452,903,000 | 64 |
| Managed Assets ($) | $3,875,691,000 | 70 |
| Personal trust and agency accounts, managed assets | $1,345,435,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $144,644,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $107,512,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $449,826,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,698,602,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $129,632,000 | 95 |
| Other fiduciary accounts, managed assets | $40,000 | 90 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $449,826,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,577,212,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $94,173,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $607,561,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,656,347,000 | 23 |
| Other retirement accounts, non-managed assets | $104,680,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $1,500,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | $16,557,000 | 81 |
| Foundation and endowment trust and agency accounts, non-managed assets | $68,935,000 | 32 |
| Other fiduciary accounts, non-managed assets | $27,459,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,687,448,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $104,680,000 | 44 |
| 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 | $8,106,735,000 | 63 |
| Managed Assets ($) | $3,914,928,000 | 70 |
| Personal trust and agency accounts, managed assets | $1,311,117,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $136,388,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $189,936,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $434,058,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $1,718,732,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | $124,657,000 | 94 |
| Other fiduciary accounts, managed assets | $40,000 | 98 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $434,058,000 | 52 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,191,807,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $87,418,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $575,660,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,327,246,000 | 23 |
| Other retirement accounts, non-managed assets | $97,019,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $1,650,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | $13,414,000 | 97 |
| Foundation and endowment trust and agency accounts, non-managed assets | $66,331,000 | 33 |
| Other fiduciary accounts, non-managed assets | $23,069,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,649,911,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $97,019,000 | 50 |
| 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 | $6,995,992,000 | 65 |
| Managed Assets ($) | $3,355,359,000 | 71 |
| Personal trust and agency accounts, managed assets | $1,225,384,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $127,270,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $174,445,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $384,566,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,332,480,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $111,006,000 | 93 |
| Other fiduciary accounts, managed assets | $208,000 | 88 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $384,566,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,640,633,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $81,718,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $492,963,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,881,122,000 | 23 |
| Other retirement accounts, non-managed assets | $85,718,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $1,800,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | $9,284,000 | 94 |
| Foundation and endowment trust and agency accounts, non-managed assets | $59,382,000 | 35 |
| Other fiduciary accounts, non-managed assets | $28,646,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,520,337,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $85,718,000 | 52 |
| 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 | $7,951,953,000 | 63 |
| Managed Assets ($) | $3,808,680,000 | 71 |
| Personal trust and agency accounts, managed assets | $1,332,629,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $135,046,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $302,330,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $432,610,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $1,475,479,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $130,378,000 | 94 |
| Other fiduciary accounts, managed assets | $208,000 | 158 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $432,610,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $4,143,273,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $92,769,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $564,952,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,270,849,000 | 23 |
| Other retirement accounts, non-managed assets | $102,184,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $1,950,000 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $13,804,000 | 114 |
| Foundation and endowment trust and agency accounts, non-managed assets | $69,468,000 | 36 |
| Other fiduciary accounts, non-managed assets | $27,297,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,657,818,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $102,184,000 | 54 |
| 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 | $7,705,093,000 | 65 |
| Managed Assets ($) | $3,766,301,000 | 70 |
| Personal trust and agency accounts, managed assets | $1,401,484,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $135,656,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $285,894,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $424,031,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $1,394,074,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $124,694,000 | 94 |
| Other fiduciary accounts, managed assets | $468,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $424,031,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,938,792,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $88,476,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $522,205,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,125,222,000 | 24 |
| Other retirement accounts, non-managed assets | $96,481,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $2,100,000 | 73 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $66,415,000 | 34 |
| Other fiduciary accounts, non-managed assets | $37,893,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,568,184,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $96,481,000 | 49 |
| 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 | $7,578,084,000 | 65 |
| Managed Assets ($) | $3,703,714,000 | 69 |
| Personal trust and agency accounts, managed assets | $1,369,639,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $127,720,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $298,462,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $417,995,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,358,505,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $131,003,000 | 91 |
| Other fiduciary accounts, managed assets | $390,000 | 98 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $417,995,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,874,370,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $90,903,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $531,554,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,054,745,000 | 24 |
| Other retirement accounts, non-managed assets | $99,327,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $2,250,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $66,948,000 | 35 |
| Other fiduciary accounts, non-managed assets | $28,643,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,564,006,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $99,327,000 | 50 |
| 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 | $7,444,021,000 | 64 |
| Managed Assets ($) | $3,659,923,000 | 67 |
| Personal trust and agency accounts, managed assets | $1,341,348,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $122,152,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $331,032,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $400,163,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,335,145,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $128,852,000 | 89 |
| Other fiduciary accounts, managed assets | $1,231,000 | 85 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $400,163,000 | 55 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,784,098,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $89,803,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $514,011,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,987,843,000 | 23 |
| Other retirement accounts, non-managed assets | $96,411,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $2,400,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $66,739,000 | 36 |
| Other fiduciary accounts, non-managed assets | $26,891,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,541,939,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $96,411,000 | 49 |
| 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 | $6,933,903,000 | 66 |
| Managed Assets ($) | $3,387,958,000 | 69 |
| Personal trust and agency accounts, managed assets | $1,274,137,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $115,295,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $237,005,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $368,799,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $1,262,927,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $128,994,000 | 86 |
| Other fiduciary accounts, managed assets | $801,000 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $368,799,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $3,545,945,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $86,201,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $463,563,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,812,455,000 | 23 |
| Other retirement accounts, non-managed assets | $90,070,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $2,550,000 | 100 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, non-managed assets | $62,591,000 | 37 |
| Other fiduciary accounts, non-managed assets | $28,515,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,416,537,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $90,070,000 | 51 |
| 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 | $7,659,710,000 | 64 |
| Managed Assets ($) | $3,723,900,000 | 67 |
| Personal trust and agency accounts, managed assets | $1,428,049,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $122,938,000 | 70 |
| Employee benefit-defined benefit accounts, managed assets | $269,484,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $407,569,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $1,347,153,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $147,662,000 | 85 |
| Other fiduciary accounts, managed assets | $1,045,000 | 88 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $407,569,000 | 52 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,935,810,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $95,820,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $525,369,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,094,614,000 | 23 |
| Other retirement accounts, non-managed assets | $105,171,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $5,917,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $68,916,000 | 36 |
| Other fiduciary accounts, non-managed assets | $40,003,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,543,088,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $105,171,000 | 46 |
| 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 | $7,261,328,000 | 64 |
| Managed Assets ($) | $3,577,382,000 | 67 |
| Personal trust and agency accounts, managed assets | $1,381,234,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $112,658,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $243,409,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $400,083,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $1,293,973,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $146,025,000 | 85 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $400,083,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,683,946,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $96,957,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $506,923,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,849,990,000 | 24 |
| Other retirement accounts, non-managed assets | $107,430,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $6,366,000 | 73 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $66,969,000 | 35 |
| Other fiduciary accounts, non-managed assets | $49,311,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,449,096,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $107,430,000 | 44 |
| 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 | $7,162,787,000 | 66 |
| Managed Assets ($) | $3,578,241,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,367,533,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $118,609,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $249,082,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $391,790,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $1,304,750,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $146,182,000 | 82 |
| Other fiduciary accounts, managed assets | $295,000 | 97 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $391,790,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,584,546,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $94,855,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $486,500,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,838,583,000 | 24 |
| Other retirement accounts, non-managed assets | $110,554,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $6,904,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,035,000 | 77 |
| Other fiduciary accounts, non-managed assets | $38,115,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,426,728,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $110,554,000 | 45 |
| 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 | $7,184,642,000 | 66 |
| Managed Assets ($) | $3,558,999,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,354,084,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $119,681,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $266,262,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $393,160,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $1,278,414,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $147,110,000 | 83 |
| Other fiduciary accounts, managed assets | $288,000 | 164 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $393,160,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $3,625,643,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $95,571,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $471,874,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,873,663,000 | 25 |
| Other retirement accounts, non-managed assets | $108,431,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $7,361,000 | 94 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,054,000 | 84 |
| Other fiduciary accounts, non-managed assets | $59,689,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,542,760,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $108,431,000 | 49 |
| 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 | $7,025,617,000 | 66 |
| Managed Assets ($) | $3,521,841,000 | 65 |
| Personal trust and agency accounts, managed assets | $1,324,516,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $115,670,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $269,834,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $388,888,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,249,795,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $172,742,000 | 74 |
| Other fiduciary accounts, managed assets | $396,000 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $388,888,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,503,776,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $97,776,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $467,747,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,771,960,000 | 25 |
| Other retirement accounts, non-managed assets | $92,506,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $7,529,000 | 73 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,907,000 | 78 |
| Other fiduciary accounts, non-managed assets | $57,351,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,297,917,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $92,506,000 | 49 |
| 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 | $6,845,799,000 | 64 |
| Managed Assets ($) | $3,410,469,000 | 66 |
| Personal trust and agency accounts, managed assets | $1,295,972,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $107,341,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $270,520,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $374,563,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,194,300,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $167,773,000 | 75 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $374,563,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,435,330,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $112,490,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $456,418,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,696,462,000 | 25 |
| Other retirement accounts, non-managed assets | $94,357,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $8,653,000 | 73 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,765,000 | 78 |
| Other fiduciary accounts, non-managed assets | $58,185,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,273,191,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $94,357,000 | 49 |
| 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 | $6,659,924,000 | 64 |
| Managed Assets ($) | $3,306,519,000 | 65 |
| Personal trust and agency accounts, managed assets | $1,295,621,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $103,387,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $269,326,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $363,636,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $1,108,440,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $166,109,000 | 74 |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $363,636,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,353,405,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $119,748,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $451,953,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,621,346,000 | 25 |
| Other retirement accounts, non-managed assets | $101,499,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $8,944,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,000,000 | 77 |
| Other fiduciary accounts, non-managed assets | $40,915,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,252,447,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $101,499,000 | 47 |
| 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 | $6,366,639,000 | 65 |
| Managed Assets ($) | $3,163,138,000 | 66 |
| Personal trust and agency accounts, managed assets | $1,241,038,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $101,520,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $267,838,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $336,395,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $1,052,285,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $164,062,000 | 74 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $336,395,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $3,203,501,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $97,492,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $456,089,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,533,429,000 | 25 |
| Other retirement accounts, non-managed assets | $52,179,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $5,753,000 | 100 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,846,000 | 80 |
| Other fiduciary accounts, non-managed assets | $49,713,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,119,250,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $52,179,000 | 77 |
| 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 | $6,285,821,000 | 66 |
| Managed Assets ($) | $3,110,059,000 | 66 |
| Personal trust and agency accounts, managed assets | $1,228,963,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $98,094,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $268,655,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $336,315,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,013,534,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $164,498,000 | 74 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $336,315,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,175,762,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $93,486,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $454,013,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,517,951,000 | 24 |
| Other retirement accounts, non-managed assets | $51,428,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $5,509,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,732,000 | 77 |
| Other fiduciary accounts, non-managed assets | $44,643,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,144,208,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $51,428,000 | 73 |
| 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 | $6,115,744,000 | 66 |
| Managed Assets ($) | $3,042,634,000 | 66 |
| Personal trust and agency accounts, managed assets | $1,187,493,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $97,291,000 | 76 |
| Employee benefit-defined benefit accounts, managed assets | $273,668,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $328,880,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $981,931,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $173,371,000 | 69 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $328,880,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,073,110,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $99,125,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $437,677,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,407,816,000 | 24 |
| Other retirement accounts, non-managed assets | $51,008,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $8,784,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,943,000 | 78 |
| Other fiduciary accounts, non-managed assets | $59,757,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,113,848,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $51,008,000 | 70 |
| 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 | $5,987,177,000 | 67 |
| Managed Assets ($) | $2,990,487,000 | 66 |
| Personal trust and agency accounts, managed assets | $1,172,371,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $95,149,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $268,745,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $323,168,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $956,801,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $173,881,000 | 69 |
| Other fiduciary accounts, managed assets | $372,000 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $323,168,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,996,690,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $92,429,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $402,744,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,373,249,000 | 24 |
| Other retirement accounts, non-managed assets | $58,117,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $9,946,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,545,000 | 80 |
| Other fiduciary accounts, non-managed assets | $51,660,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,088,364,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $58,117,000 | 65 |
| 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 | $5,311,879,000 | 72 |
| Managed Assets ($) | $2,422,699,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,023,470,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $85,764,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $269,226,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $239,546,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $701,420,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | $103,273,000 | 91 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $239,546,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $2,889,180,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $92,030,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $339,804,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,353,739,000 | 24 |
| Other retirement accounts, non-managed assets | $41,411,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $10,375,000 | 90 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,486,000 | 105 |
| Other fiduciary accounts, non-managed assets | $48,335,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,097,079,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $41,411,000 | 89 |
| 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 | $5,186,789,000 | 72 |
| Managed Assets ($) | $2,396,695,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,001,784,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $106,639,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $260,203,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $235,233,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $691,264,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | $101,572,000 | 88 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $235,233,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,790,094,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $89,890,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $327,311,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,254,841,000 | 23 |
| Other retirement accounts, non-managed assets | $39,012,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $8,465,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,573,000 | 96 |
| Other fiduciary accounts, non-managed assets | $67,002,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,004,119,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $39,012,000 | 87 |
| 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 | $5,433,589,000 | 72 |
| Managed Assets ($) | $2,472,241,000 | 79 |
| Personal trust and agency accounts, managed assets | $1,028,431,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $114,222,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $272,481,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $242,297,000 | 67 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $704,850,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | $109,960,000 | 90 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $242,297,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,961,348,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $93,068,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $348,775,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,339,744,000 | 23 |
| Other retirement accounts, non-managed assets | $39,550,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $8,466,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,601,000 | 98 |
| Other fiduciary accounts, non-managed assets | $128,144,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,055,295,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $39,550,000 | 89 |
| 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 | $5,263,523,000 | 73 |
| Managed Assets ($) | $2,483,305,000 | 77 |
| Personal trust and agency accounts, managed assets | $1,014,739,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $115,165,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $287,916,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $245,103,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $709,564,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | $110,818,000 | 85 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $245,103,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,780,218,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $94,937,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $354,451,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,191,512,000 | 24 |
| Other retirement accounts, non-managed assets | $38,653,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $8,916,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,729,000 | 105 |
| Other fiduciary accounts, non-managed assets | $89,020,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,058,634,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $38,653,000 | 94 |
| 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 | $5,183,390,000 | 73 |
| Managed Assets ($) | $2,459,717,000 | 75 |
| Personal trust and agency accounts, managed assets | $999,312,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $118,250,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $285,771,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $239,480,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $708,617,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | $108,287,000 | 84 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $239,480,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $2,723,673,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $94,090,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $338,850,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,154,875,000 | 24 |
| Other retirement accounts, non-managed assets | $36,487,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $10,687,000 | 92 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,764,000 | 117 |
| Other fiduciary accounts, non-managed assets | $85,920,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,041,562,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $36,487,000 | 107 |
| 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 | $5,060,821,000 | 73 |
| Managed Assets ($) | $2,418,455,000 | 73 |
| Personal trust and agency accounts, managed assets | $984,997,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $114,901,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $284,730,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $235,019,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $692,438,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | $106,370,000 | 84 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $235,019,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,642,366,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $98,435,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $332,762,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,082,508,000 | 25 |
| Other retirement accounts, non-managed assets | $37,836,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $11,466,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,697,000 | 103 |
| Other fiduciary accounts, non-managed assets | $76,662,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,155,262,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $37,836,000 | 94 |
| 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 | $5,160,049,000 | 70 |
| Managed Assets ($) | $2,478,935,000 | 74 |
| Personal trust and agency accounts, managed assets | $997,152,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $125,882,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $333,850,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $240,472,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $685,010,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | $96,569,000 | 90 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $240,472,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,681,114,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $96,182,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $340,248,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,082,304,000 | 25 |
| Other retirement accounts, non-managed assets | $34,958,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $11,760,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,688,000 | 101 |
| Other fiduciary accounts, non-managed assets | $112,974,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,176,527,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $34,958,000 | 99 |
| 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 | $5,062,078,000 | 71 |
| Managed Assets ($) | $2,373,415,000 | 78 |
| Personal trust and agency accounts, managed assets | $972,340,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $123,975,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $347,872,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $236,568,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $597,835,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | $94,825,000 | 87 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $236,568,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,688,663,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $91,905,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $337,247,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,098,396,000 | 26 |
| Other retirement accounts, non-managed assets | $33,819,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $12,089,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,693,000 | 100 |
| Other fiduciary accounts, non-managed assets | $112,514,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,147,790,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $33,819,000 | 98 |
| 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 | $4,706,162,000 | 72 |
| Managed Assets ($) | $2,222,447,000 | 81 |
| Personal trust and agency accounts, managed assets | $868,406,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $124,417,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $349,873,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $233,414,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $551,790,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | $94,547,000 | 85 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $233,414,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $2,483,715,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $92,063,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $335,715,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,931,337,000 | 26 |
| Other retirement accounts, non-managed assets | $33,150,000 | 111 |
| Corporate trust and agency accounts, non-managed assets | $12,376,000 | 91 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,640,000 | 116 |
| Other fiduciary accounts, non-managed assets | $76,434,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,151,914,000 | 86 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $33,149,000 | 121 |
| 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 | $4,580,301,000 | 73 |
| Managed Assets ($) | $2,192,318,000 | 81 |
| Personal trust and agency accounts, managed assets | $858,222,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $119,664,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $357,350,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $227,818,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $536,071,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | $93,193,000 | 82 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $227,818,000 | 52 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,387,983,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $90,859,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $326,055,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,890,860,000 | 26 |
| Other retirement accounts, non-managed assets | $32,305,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $12,316,000 | 67 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,521,000 | 97 |
| Other fiduciary accounts, non-managed assets | $33,067,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,092,346,000 | 86 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $32,305,000 | 108 |
| 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 | $4,497,448,000 | 72 |
| Managed Assets ($) | $2,130,283,000 | 82 |
| Personal trust and agency accounts, managed assets | $836,320,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $124,351,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $348,460,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $222,584,000 | 56 |
| Corporate trust and agency accounts, managed assets | $1,632,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $506,407,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | $90,529,000 | 83 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $222,584,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,367,165,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $89,726,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $316,697,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,740,904,000 | 26 |
| Other retirement accounts, non-managed assets | $31,157,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $12,584,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,645,000 | 97 |
| Other fiduciary accounts, non-managed assets | $173,452,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,016,270,000 | 88 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $31,157,000 | 109 |
| 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 | $4,512,402,000 | 71 |
| Managed Assets ($) | $2,160,087,000 | 81 |
| Personal trust and agency accounts, managed assets | $843,082,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $125,904,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $371,341,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $221,480,000 | 56 |
| Corporate trust and agency accounts, managed assets | $1,645,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $504,324,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | $92,311,000 | 84 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $221,480,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,352,315,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $83,689,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $316,597,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,733,001,000 | 26 |
| Other retirement accounts, non-managed assets | $31,240,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $13,003,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,597,000 | 100 |
| Other fiduciary accounts, non-managed assets | $172,188,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,022,497,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $31,240,000 | 110 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,687,682,000 | 77 |
| Managed Assets ($) | $2,080,538,000 | 81 |
| Personal trust and agency accounts, managed assets | $809,540,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $125,708,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $369,949,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $203,485,000 | 58 |
| Corporate trust and agency accounts, managed assets | $1,272,000 | 102 |
| Investment management and investment advisory agency accounts, managed assets | $465,318,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | $105,064,000 | 73 |
| Other fiduciary accounts, managed assets | $202,000 | 171 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $203,484,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $1,607,144,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $72,764,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $304,842,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $967,072,000 | 32 |
| Other retirement accounts, non-managed assets | $33,122,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $13,206,000 | 94 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,505,000 | 114 |
| Other fiduciary accounts, non-managed assets | $213,633,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,330,717,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $33,121,000 | 119 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,615,701,000 | 76 |
| Managed Assets ($) | $2,074,988,000 | 79 |
| Personal trust and agency accounts, managed assets | $796,717,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $127,832,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $374,689,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $207,701,000 | 55 |
| Corporate trust and agency accounts, managed assets | $1,274,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $463,598,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | $102,784,000 | 72 |
| Other fiduciary accounts, managed assets | $393,000 | 91 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $207,701,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,540,713,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $73,811,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $297,455,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $921,606,000 | 33 |
| Other retirement accounts, non-managed assets | $31,885,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $11,784,000 | 73 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,517,000 | 94 |
| Other fiduciary accounts, non-managed assets | $201,655,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,316,581,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $31,886,000 | 103 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,440,910,000 | 79 |
| Managed Assets ($) | $2,005,658,000 | 81 |
| Personal trust and agency accounts, managed assets | $771,169,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $129,741,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $364,134,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $202,059,000 | 54 |
| Corporate trust and agency accounts, managed assets | $1,278,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $436,750,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | $100,149,000 | 74 |
| Other fiduciary accounts, managed assets | $378,000 | 90 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $202,059,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,435,252,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $72,404,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $284,699,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $895,722,000 | 33 |
| Other retirement accounts, non-managed assets | $31,581,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $11,993,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $721,000 | 114 |
| Other fiduciary accounts, non-managed assets | $138,132,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,211,013,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $31,581,000 | 98 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,404,188,000 | 79 |
| Managed Assets ($) | $2,016,246,000 | 81 |
| Personal trust and agency accounts, managed assets | $770,197,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $130,140,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $375,182,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $196,906,000 | 55 |
| Corporate trust and agency accounts, managed assets | $1,280,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $438,973,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | $103,182,000 | 72 |
| Other fiduciary accounts, managed assets | $386,000 | 92 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $196,906,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,387,942,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $83,017,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $292,611,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $838,250,000 | 32 |
| Other retirement accounts, non-managed assets | $37,801,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $12,327,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $719,000 | 114 |
| Other fiduciary accounts, non-managed assets | $123,217,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,210,806,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $37,802,000 | 81 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,235,177,000 | 81 |
| Managed Assets ($) | $2,052,486,000 | 76 |
| Personal trust and agency accounts, managed assets | $730,079,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $266,523,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $359,429,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $186,290,000 | 53 |
| Corporate trust and agency accounts, managed assets | $1,284,000 | 112 |
| Investment management and investment advisory agency accounts, managed assets | $419,326,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | $89,195,000 | 75 |
| Other fiduciary accounts, managed assets | $360,000 | 147 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $186,290,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $1,182,691,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $66,855,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $131,876,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $810,053,000 | 32 |
| Other retirement accounts, non-managed assets | $34,662,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $12,577,000 | 93 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $715,000 | 141 |
| Other fiduciary accounts, non-managed assets | $125,953,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,139,165,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $34,662,000 | 103 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,231,030,000 | 82 |
| Managed Assets ($) | $1,991,106,000 | 79 |
| Personal trust and agency accounts, managed assets | $712,404,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $264,097,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $325,993,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $180,379,000 | 54 |
| Corporate trust and agency accounts, managed assets | $117,000 | 72 |
| Investment management and investment advisory agency accounts, managed assets | $392,366,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | $87,255,000 | 72 |
| Other fiduciary accounts, managed assets | $28,495,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $180,379,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,239,924,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $69,270,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $124,565,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $818,720,000 | 34 |
| Other retirement accounts, non-managed assets | $36,972,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $11,248,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,000 | 136 |
| Other fiduciary accounts, non-managed assets | $179,116,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,078,793,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $36,972,000 | 81 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,449,011,000 | 81 |
| Managed Assets ($) | $2,168,584,000 | 80 |
| Personal trust and agency accounts, managed assets | $778,121,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $302,714,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $340,484,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $195,356,000 | 54 |
| Corporate trust and agency accounts, managed assets | $117,000 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $423,502,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | $113,987,000 | 65 |
| Other fiduciary accounts, managed assets | $14,303,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $195,356,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,280,427,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $65,459,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $139,613,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $851,624,000 | 35 |
| Other retirement accounts, non-managed assets | $40,249,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $12,037,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,000 | 132 |
| Other fiduciary accounts, non-managed assets | $171,407,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,049,417,000 | 88 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $40,249,000 | 75 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,428,465,000 | 79 |
| Managed Assets ($) | $2,171,687,000 | 78 |
| Personal trust and agency accounts, managed assets | $785,766,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $302,710,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $342,494,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $191,861,000 | 52 |
| Corporate trust and agency accounts, managed assets | $118,000 | 80 |
| Investment management and investment advisory agency accounts, managed assets | $418,266,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | $116,202,000 | 64 |
| Other fiduciary accounts, managed assets | $14,270,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $191,860,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,256,778,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $71,653,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $141,841,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $844,038,000 | 34 |
| Other retirement accounts, non-managed assets | $40,277,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $17,312,000 | 73 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,000 | 129 |
| Other fiduciary accounts, non-managed assets | $141,619,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,169,056,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $40,278,000 | 78 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,322,675,000 | 81 |
| Managed Assets ($) | $2,101,867,000 | 77 |
| Personal trust and agency accounts, managed assets | $772,464,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $288,091,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $332,345,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $184,796,000 | 50 |
| Corporate trust and agency accounts, managed assets | $118,000 | 197 |
| Investment management and investment advisory agency accounts, managed assets | $412,645,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | $111,408,000 | 61 |
| 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 | $181,430,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $1,220,808,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $62,725,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $139,739,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $868,651,000 | 34 |
| Other retirement accounts, non-managed assets | $45,783,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $18,241,000 | 94 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $85,669,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,145,242,000 | 88 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,576,000 | 86 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,173,470,000 | 82 |
| Managed Assets ($) | $2,031,495,000 | 77 |
| Personal trust and agency accounts, managed assets | $760,314,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $281,779,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $316,947,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $185,333,000 | 50 |
| Corporate trust and agency accounts, managed assets | $119,000 | 80 |
| Investment management and investment advisory agency accounts, managed assets | $381,224,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | $105,545,000 | 63 |
| Other fiduciary accounts, managed assets | $234,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $15,360,000 | 235 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,141,975,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $60,758,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $129,237,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $835,391,000 | 32 |
| Other retirement accounts, non-managed assets | $40,574,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $16,926,000 | 79 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $59,089,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,083,914,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,891,000 | 237 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,982,274,000 | 83 |
| Managed Assets ($) | $1,910,045,000 | 77 |
| Personal trust and agency accounts, managed assets | $708,339,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $258,606,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $308,503,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $158,871,000 | 55 |
| Corporate trust and agency accounts, managed assets | $119,000 | 80 |
| Investment management and investment advisory agency accounts, managed assets | $367,278,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | $108,329,000 | 60 |
| 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 | $233,000 | 301 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,072,229,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $67,467,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $119,461,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $793,201,000 | 32 |
| Other retirement accounts, non-managed assets | $39,293,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $17,222,000 | 79 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $35,585,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,000,194,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,000 | 300 |
| 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 | $3,010,673,000 | 84 |
| Managed Assets ($) | $1,912,605,000 | 78 |
| Personal trust and agency accounts, managed assets | $674,170,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $273,322,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $326,907,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $163,530,000 | 54 |
| Corporate trust and agency accounts, managed assets | $120,000 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $359,586,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $114,970,000 | 60 |
| 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 | $236,000 | 307 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,098,068,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $73,088,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $129,915,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $786,321,000 | 32 |
| Other retirement accounts, non-managed assets | $41,752,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $30,128,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $36,864,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $984,009,000 | 86 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $40,000 | 301 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,890,627,000 | 85 |
| Managed Assets ($) | $1,841,738,000 | 81 |
| Personal trust and agency accounts, managed assets | $633,211,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $245,470,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $325,947,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $157,569,000 | 54 |
| Corporate trust and agency accounts, managed assets | $120,000 | 192 |
| Investment management and investment advisory agency accounts, managed assets | $366,695,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | $112,726,000 | 59 |
| 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 | $229,000 | 619 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $1,048,889,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $68,224,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $128,934,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $747,645,000 | 33 |
| Other retirement accounts, non-managed assets | $41,054,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $31,060,000 | 87 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $31,972,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $910,982,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,000 | 784 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,842,659,000 | 88 |
| Managed Assets ($) | $1,793,988,000 | 82 |
| Personal trust and agency accounts, managed assets | $686,231,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $232,966,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $289,419,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $157,571,000 | 55 |
| Corporate trust and agency accounts, managed assets | $121,000 | 84 |
| Investment management and investment advisory agency accounts, managed assets | $427,680,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,048,671,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $65,945,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $125,682,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $763,520,000 | 34 |
| Other retirement accounts, non-managed assets | $38,749,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $30,287,000 | 78 |
| 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 | $24,488,000 | 54 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,036,645,000 | 88 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,671,743,000 | 89 |
| Managed Assets ($) | $1,707,548,000 | 82 |
| Personal trust and agency accounts, managed assets | $650,113,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $193,356,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $270,069,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $143,179,000 | 58 |
| Corporate trust and agency accounts, managed assets | $147,000 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $450,684,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $964,195,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $58,771,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $115,606,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $706,154,000 | 34 |
| Other retirement accounts, non-managed assets | $36,199,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $30,804,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $16,661,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $963,360,000 | 92 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,477,570,000 | 92 |
| Managed Assets ($) | $1,557,570,000 | 84 |
| Personal trust and agency accounts, managed assets | $627,488,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $173,442,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $227,786,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $135,027,000 | 56 |
| Corporate trust and agency accounts, managed assets | $148,000 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $393,679,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $920,000,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $55,007,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $105,827,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $673,506,000 | 32 |
| Other retirement accounts, non-managed assets | $35,021,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $31,025,000 | 79 |
| 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 | $19,614,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $896,723,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,587,806,000 | 96 |
| Managed Assets ($) | $1,669,508,000 | 85 |
| Personal trust and agency accounts, managed assets | $664,881,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $201,765,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $258,777,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $145,886,000 | 56 |
| Corporate trust and agency accounts, managed assets | $148,000 | 202 |
| Investment management and investment advisory agency accounts, managed assets | $398,051,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $918,298,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $77,583,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $112,478,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $612,207,000 | 38 |
| Other retirement accounts, non-managed assets | $40,126,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $42,271,000 | 79 |
| 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 | $33,633,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $939,222,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,795,561,000 | 93 |
| Managed Assets ($) | $1,782,675,000 | 87 |
| Personal trust and agency accounts, managed assets | $695,574,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $215,452,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $268,535,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $159,310,000 | 58 |
| Corporate trust and agency accounts, managed assets | $148,000 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $443,656,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,012,886,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $80,871,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $128,105,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $679,924,000 | 38 |
| Other retirement accounts, non-managed assets | $41,427,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $41,399,000 | 77 |
| 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 | $41,160,000 | 50 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,010,783,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,900,041,000 | 96 |
| Managed Assets ($) | $1,822,990,000 | 90 |
| Personal trust and agency accounts, managed assets | $717,296,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $198,207,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $273,036,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $169,957,000 | 61 |
| Corporate trust and agency accounts, managed assets | $147,000 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $464,347,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,077,051,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $75,096,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $145,489,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $732,049,000 | 41 |
| Other retirement accounts, non-managed assets | $41,774,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $43,603,000 | 78 |
| 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 | $39,040,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,038,443,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,899,584,000 | 100 |
| Managed Assets ($) | $1,825,647,000 | 92 |
| Personal trust and agency accounts, managed assets | $729,013,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $178,826,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $281,186,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $175,041,000 | 57 |
| Corporate trust and agency accounts, managed assets | $147,000 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $461,434,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,073,937,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $71,175,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $153,778,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $714,859,000 | 41 |
| Other retirement accounts, non-managed assets | $42,927,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $42,372,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $48,826,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,073,113,000 | 100 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,547,522,000 | 107 |
| Managed Assets ($) | $1,808,119,000 | 95 |
| Personal trust and agency accounts, managed assets | $730,319,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $96,780,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $280,459,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $184,839,000 | 51 |
| Corporate trust and agency accounts, managed assets | $146,000 | 211 |
| Investment management and investment advisory agency accounts, managed assets | $515,576,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $739,403,000 | 115 |
| Personal trust and agency accounts, non-managed assets | $61,955,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $163,324,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $384,050,000 | 50 |
| Other retirement accounts, non-managed assets | $42,344,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $48,283,000 | 81 |
| 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 | $39,447,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,118,525,000 | 102 |
| 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 | $2,607,861,000 | 106 |
| Managed Assets ($) | $1,805,271,000 | 95 |
| Personal trust and agency accounts, managed assets | $737,386,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $102,889,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $282,712,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $186,276,000 | 53 |
| Corporate trust and agency accounts, managed assets | $528,000 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $494,097,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,383,000 | 89 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $802,590,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $45,986,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $246,900,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $370,541,000 | 50 |
| Other retirement accounts, non-managed assets | $45,480,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $43,943,000 | 74 |
| 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 | $49,740,000 | 50 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,165,393,000 | 101 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,628,749,000 | 110 |
| Managed Assets ($) | $1,791,806,000 | 97 |
| Personal trust and agency accounts, managed assets | $730,190,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $99,449,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $269,415,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $183,664,000 | 54 |
| Corporate trust and agency accounts, managed assets | $504,000 | 75 |
| Investment management and investment advisory agency accounts, managed assets | $504,782,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,802,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $836,943,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $61,143,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $247,348,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $363,029,000 | 52 |
| Other retirement accounts, non-managed assets | $44,992,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $48,961,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $71,470,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,121,735,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,552,557,000 | 109 |
| Managed Assets ($) | $1,803,942,000 | 92 |
| Personal trust and agency accounts, managed assets | $740,990,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $93,362,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $277,973,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $182,275,000 | 51 |
| Corporate trust and agency accounts, managed assets | $507,000 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $505,210,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,625,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $748,615,000 | 119 |
| Personal trust and agency accounts, non-managed assets | $53,276,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $240,616,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $330,742,000 | 53 |
| Other retirement accounts, non-managed assets | $45,755,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $44,574,000 | 77 |
| 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 | $33,652,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,074,583,000 | 109 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,517,779,000 | 105 |
| Managed Assets ($) | $1,796,219,000 | 88 |
| Personal trust and agency accounts, managed assets | $741,845,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $89,771,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $275,779,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $179,481,000 | 51 |
| Corporate trust and agency accounts, managed assets | $471,000 | 181 |
| Investment management and investment advisory agency accounts, managed assets | $504,719,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,153,000 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $721,560,000 | 117 |
| Personal trust and agency accounts, non-managed assets | $51,554,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $247,396,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $296,030,000 | 53 |
| Other retirement accounts, non-managed assets | $39,485,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $49,284,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $37,811,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,117,497,000 | 105 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,537,992,000 | 109 |
| Managed Assets ($) | $1,865,092,000 | 87 |
| Personal trust and agency accounts, managed assets | $763,619,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $132,387,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $283,139,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $171,793,000 | 55 |
| Corporate trust and agency accounts, managed assets | $816,000 | 80 |
| Investment management and investment advisory agency accounts, managed assets | $509,353,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,985,000 | 80 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $672,900,000 | 122 |
| Personal trust and agency accounts, non-managed assets | $53,313,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $231,880,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $268,278,000 | 57 |
| Other retirement accounts, non-managed assets | $36,289,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $52,211,000 | 75 |
| 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 | $30,929,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,133,321,000 | 105 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,784,748,000 | 108 |
| Managed Assets ($) | $1,809,787,000 | 92 |
| Personal trust and agency accounts, managed assets | $750,993,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $192,015,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $224,501,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $161,670,000 | 62 |
| Corporate trust and agency accounts, managed assets | $505,000 | 80 |
| Investment management and investment advisory agency accounts, managed assets | $477,061,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,042,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $974,961,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $61,956,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $610,196,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $170,747,000 | 70 |
| Other retirement accounts, non-managed assets | $38,699,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $58,238,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $35,125,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $712,596,000 | 124 |
| 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 | $1,918,928,000 | 126 |
| Managed Assets ($) | $1,370,897,000 | 107 |
| Personal trust and agency accounts, managed assets | $586,129,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $64,304,000 | 116 |
| Employee benefit-defined benefit accounts, managed assets | $208,228,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $123,979,000 | 68 |
| Corporate trust and agency accounts, managed assets | $575,000 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $384,572,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,110,000 | 88 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $548,031,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $48,283,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $229,166,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $181,505,000 | 69 |
| Other retirement accounts, non-managed assets | $35,890,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $13,871,000 | 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 | $39,316,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $723,830,000 | 123 |
| 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 | $1,863,601,000 | 129 |
| Managed Assets ($) | $1,381,299,000 | 106 |
| Personal trust and agency accounts, managed assets | $606,439,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,963,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $223,169,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $122,917,000 | 67 |
| Corporate trust and agency accounts, managed assets | $526,000 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $361,113,000 | 125 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,172,000 | 104 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $482,302,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $49,467,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $211,560,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $146,447,000 | 74 |
| Other retirement accounts, non-managed assets | $33,861,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $14,380,000 | 118 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $26,587,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $657,171,000 | 125 |
| 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 | $1,903,748,000 | 129 |
| Managed Assets ($) | $1,399,799,000 | 105 |
| Personal trust and agency accounts, managed assets | $620,912,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $67,326,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $219,266,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $129,641,000 | 67 |
| Corporate trust and agency accounts, managed assets | $609,000 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $356,501,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,544,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $503,949,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $47,500,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $204,123,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $156,600,000 | 71 |
| Other retirement accounts, non-managed assets | $35,458,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $14,232,000 | 99 |
| 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 | $46,036,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $660,472,000 | 122 |
| 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 | $1,896,392,000 | 123 |
| Managed Assets ($) | $1,388,319,000 | 103 |
| Personal trust and agency accounts, managed assets | $619,774,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $69,094,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $209,284,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $129,969,000 | 64 |
| Corporate trust and agency accounts, managed assets | $606,000 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $352,947,000 | 113 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,645,000 | 72 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $508,073,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $45,533,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $193,614,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $155,121,000 | 69 |
| Other retirement accounts, non-managed assets | $37,813,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $15,719,000 | 99 |
| 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 | $60,273,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $666,288,000 | 116 |
| 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 | $1,867,660,000 | 129 |
| Managed Assets ($) | $1,392,264,000 | 107 |
| Personal trust and agency accounts, managed assets | $602,586,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $73,161,000 | 102 |
| Employee benefit-defined benefit accounts, managed assets | $207,646,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $127,382,000 | 68 |
| Corporate trust and agency accounts, managed assets | $785,000 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $374,052,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,652,000 | 71 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $475,396,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $50,487,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $185,345,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $146,700,000 | 76 |
| Other retirement accounts, non-managed assets | $40,018,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $17,874,000 | 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 | $34,972,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $526,385,000 | 132 |
| 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 | $1,860,961,000 | 132 |
| Managed Assets ($) | $1,394,379,000 | 107 |
| Personal trust and agency accounts, managed assets | $626,201,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $63,168,000 | 119 |
| Employee benefit-defined benefit accounts, managed assets | $214,077,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $132,645,000 | 68 |
| Corporate trust and agency accounts, managed assets | $1,003,000 | 164 |
| Investment management and investment advisory agency accounts, managed assets | $350,076,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $7,209,000 | 84 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $466,582,000 | 144 |
| Personal trust and agency accounts, non-managed assets | $49,171,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $195,114,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $146,197,000 | 77 |
| Other retirement accounts, non-managed assets | $41,159,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $14,360,000 | 125 |
| 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 | $20,581,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $526,685,000 | 136 |
| 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 | $1,772,986,000 | 132 |
| Managed Assets ($) | $1,323,508,000 | 109 |
| Personal trust and agency accounts, managed assets | $572,425,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,889,000 | 116 |
| Employee benefit-defined benefit accounts, managed assets | $204,301,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $129,274,000 | 68 |
| Corporate trust and agency accounts, managed assets | $1,134,000 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $347,808,000 | 113 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $9,677,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $449,478,000 | 148 |
| Personal trust and agency accounts, non-managed assets | $49,355,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $180,205,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $137,513,000 | 76 |
| Other retirement accounts, non-managed assets | $40,328,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $13,394,000 | 103 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $28,683,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $512,060,000 | 140 |
| 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 | $1,779,804,000 | 132 |
| Managed Assets ($) | $1,345,321,000 | 106 |
| Personal trust and agency accounts, managed assets | $573,018,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $69,071,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $221,188,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $127,833,000 | 67 |
| Corporate trust and agency accounts, managed assets | $452,000 | 84 |
| Investment management and investment advisory agency accounts, managed assets | $342,186,000 | 113 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $11,573,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $434,483,000 | 148 |
| Personal trust and agency accounts, non-managed assets | $52,971,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $178,535,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $134,882,000 | 75 |
| Other retirement accounts, non-managed assets | $38,202,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $9,956,000 | 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 | $19,937,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $489,370,000 | 140 |
| 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 | $1,777,418,000 | 137 |
| Managed Assets ($) | $1,334,386,000 | 112 |
| Personal trust and agency accounts, managed assets | $575,017,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,147,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $216,935,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $124,053,000 | 71 |
| Corporate trust and agency accounts, managed assets | $468,000 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $334,261,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $11,505,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $443,032,000 | 146 |
| Personal trust and agency accounts, non-managed assets | $53,374,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $172,243,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $138,027,000 | 75 |
| Other retirement accounts, non-managed assets | $37,529,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $10,708,000 | 119 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $31,151,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $489,838,000 | 140 |
| 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 | $1,738,892,000 | 139 |
| Managed Assets ($) | $1,306,049,000 | 113 |
| Personal trust and agency accounts, managed assets | $564,127,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $69,559,000 | 114 |
| Employee benefit-defined benefit accounts, managed assets | $210,276,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $117,935,000 | 72 |
| Corporate trust and agency accounts, managed assets | $415,000 | 216 |
| Investment management and investment advisory agency accounts, managed assets | $328,445,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $15,292,000 | 79 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $432,843,000 | 153 |
| Personal trust and agency accounts, non-managed assets | $49,252,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $170,104,000 | 109 |
| Employee benefit-defined benefit accounts, non-managed Assets | $134,135,000 | 77 |
| Other retirement accounts, non-managed assets | $37,041,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $12,639,000 | 153 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $29,672,000 | 70 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $472,192,000 | 148 |
| 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 | $1,668,371,000 | 145 |
| Managed Assets ($) | $1,254,908,000 | 113 |
| Personal trust and agency accounts, managed assets | $535,909,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $64,960,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $200,247,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $112,722,000 | 75 |
| Corporate trust and agency accounts, managed assets | $436,000 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $323,112,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $17,522,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $413,463,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $48,849,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $156,236,000 | 115 |
| Employee benefit-defined benefit accounts, non-managed Assets | $122,559,000 | 81 |
| Other retirement accounts, non-managed assets | $37,184,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $16,375,000 | 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 | $32,260,000 | 70 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $471,259,000 | 148 |
| 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 | $1,635,726,000 | 151 |
| Managed Assets ($) | $1,234,628,000 | 116 |
| Personal trust and agency accounts, managed assets | $526,634,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $59,870,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $197,943,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $111,507,000 | 73 |
| Corporate trust and agency accounts, managed assets | $428,000 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $324,042,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $14,204,000 | 83 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $401,098,000 | 160 |
| Personal trust and agency accounts, non-managed assets | $48,160,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $152,907,000 | 109 |
| Employee benefit-defined benefit accounts, non-managed Assets | $119,727,000 | 80 |
| Other retirement accounts, non-managed assets | $33,576,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $17,143,000 | 114 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $29,585,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $475,850,000 | 147 |
| 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 | $1,520,168,000 | 152 |
| Managed Assets ($) | $1,248,568,000 | 114 |
| Personal trust and agency accounts, managed assets | $502,379,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $152,397,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $187,327,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $100,332,000 | 80 |
| Corporate trust and agency accounts, managed assets | $444,000 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $292,111,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $13,578,000 | 81 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $271,600,000 | 181 |
| Personal trust and agency accounts, non-managed assets | $33,846,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $44,115,000 | 165 |
| Employee benefit-defined benefit accounts, non-managed Assets | $110,686,000 | 84 |
| Other retirement accounts, non-managed assets | $28,247,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $17,376,000 | 117 |
| 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 | $37,330,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $440,196,000 | 153 |
| 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 | $1,442,113,000 | 159 |
| Managed Assets ($) | $1,193,621,000 | 119 |
| Personal trust and agency accounts, managed assets | $505,192,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $105,550,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $176,770,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $98,429,000 | 81 |
| Corporate trust and agency accounts, managed assets | $1,026,000 | 209 |
| Investment management and investment advisory agency accounts, managed assets | $290,122,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $16,532,000 | 85 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $248,492,000 | 189 |
| Personal trust and agency accounts, non-managed assets | $29,581,000 | 199 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $42,821,000 | 174 |
| Employee benefit-defined benefit accounts, non-managed Assets | $106,538,000 | 85 |
| Other retirement accounts, non-managed assets | $28,272,000 | 136 |
| Corporate trust and agency accounts, non-managed assets | $19,530,000 | 138 |
| 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 | $21,750,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $493,681,000 | 148 |
| 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 | $1,486,673,000 | 141 |
| Managed Assets ($) | $1,284,784,000 | 112 |
| Personal trust and agency accounts, managed assets | $550,201,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $97,884,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $262,931,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $108,468,000 | 80 |
| Corporate trust and agency accounts, managed assets | $285,000 | 241 |
| Investment management and investment advisory agency accounts, managed assets | $257,118,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $7,897,000 | 97 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $201,889,000 | 191 |
| Personal trust and agency accounts, non-managed assets | $79,275,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $35,875,000 | 173 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,425,000 | 148 |
| Other retirement accounts, non-managed assets | $30,925,000 | 123 |
| Corporate trust and agency accounts, non-managed assets | $20,049,000 | 150 |
| 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 | $24,340,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $504,947,000 | 132 |
| 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 |