Home > Trustmark National Bank > Total Fiduciary and Related Assets
Trustmark National Bank, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,753,745,000 | 127 |
| Managed Assets ($) | $3,133,603,000 | 101 |
| Personal trust and agency accounts, managed assets | $914,622,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $560,115,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $15,791,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $182,131,000 | 132 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $1,383,842,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $64,453,000 | 174 |
| Other fiduciary accounts, managed assets | $12,649,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $180,846,000 | 131 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $620,142,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $225,996,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $187,695,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $59,799,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $131,000 | 303 |
| Foundation and endowment trust and agency accounts, non-managed assets | $146,503,000 | 32 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,496,605,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $52,698,000 | 84 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,683,465,000 | 127 |
| Managed Assets ($) | $3,060,568,000 | 104 |
| Personal trust and agency accounts, managed assets | $886,705,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $557,735,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $15,019,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $176,344,000 | 129 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,351,043,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $60,596,000 | 166 |
| Other fiduciary accounts, managed assets | $13,126,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $170,538,000 | 127 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $622,897,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $229,614,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $192,431,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $60,306,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $64,000 | 91 |
| Investment management and advisory agency accounts, non-managed assets | $124,000 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $140,358,000 | 30 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,551,277,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $53,474,000 | 71 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,734,621,000 | 124 |
| Managed Assets ($) | $3,059,060,000 | 102 |
| Personal trust and agency accounts, managed assets | $895,544,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $528,562,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $15,556,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $180,454,000 | 126 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $1,363,616,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | $61,883,000 | 169 |
| Other fiduciary accounts, managed assets | $13,445,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $174,615,000 | 121 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $675,561,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $284,126,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $191,685,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $57,544,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $19,000 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $129,000 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $142,058,000 | 30 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,468,034,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $51,232,000 | 82 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,578,762,000 | 131 |
| Managed Assets ($) | $2,903,444,000 | 107 |
| Personal trust and agency accounts, managed assets | $878,751,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $522,526,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $14,711,000 | 121 |
| Other employee benefit and retirement-related accounts, managed assets | $176,762,000 | 134 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $1,244,552,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | $59,618,000 | 169 |
| Other fiduciary accounts, managed assets | $6,524,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $170,651,000 | 127 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $675,318,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $283,368,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $188,237,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $59,195,000 | 70 |
| Corporate trust and agency accounts, non-managed assets | $665,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | $5,224,000 | 130 |
| Foundation and endowment trust and agency accounts, non-managed assets | $138,629,000 | 30 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,868,918,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $53,147,000 | 76 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,475,786,000 | 138 |
| Managed Assets ($) | $2,798,139,000 | 108 |
| Personal trust and agency accounts, managed assets | $863,535,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $519,860,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $15,683,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $177,172,000 | 132 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $1,155,439,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $59,825,000 | 175 |
| Other fiduciary accounts, managed assets | $6,625,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $171,142,000 | 127 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $677,647,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $295,563,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $186,166,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $58,237,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $343,000 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $3,856,000 | 205 |
| Foundation and endowment trust and agency accounts, non-managed assets | $133,482,000 | 27 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,438,350,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $52,950,000 | 88 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,360,784,000 | 135 |
| Managed Assets ($) | $2,642,574,000 | 108 |
| Personal trust and agency accounts, managed assets | $839,277,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $511,364,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $14,679,000 | 127 |
| Other employee benefit and retirement-related accounts, managed assets | $168,905,000 | 133 |
| Corporate trust and agency accounts, managed assets | $29,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $1,044,815,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | $56,264,000 | 170 |
| Other fiduciary accounts, managed assets | $7,241,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $163,039,000 | 125 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $718,210,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $307,241,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $201,893,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $57,111,000 | 70 |
| Corporate trust and agency accounts, non-managed assets | $8,000 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $18,945,000 | 86 |
| Foundation and endowment trust and agency accounts, non-managed assets | $133,012,000 | 27 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,167,076,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $52,486,000 | 75 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,473,424,000 | 113 |
| Managed Assets ($) | $2,648,976,000 | 93 |
| Personal trust and agency accounts, managed assets | $881,822,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $531,566,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $15,383,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $179,023,000 | 124 |
| Corporate trust and agency accounts, managed assets | $15,507,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $959,035,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $59,115,000 | 158 |
| Other fiduciary accounts, managed assets | $7,525,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $172,900,000 | 118 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $824,448,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $288,080,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $203,293,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $59,025,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $118,294,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $15,127,000 | 98 |
| Foundation and endowment trust and agency accounts, non-managed assets | $140,629,000 | 24 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,849,721,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $54,371,000 | 74 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,674,324,000 | 113 |
| Managed Assets ($) | $2,838,722,000 | 95 |
| Personal trust and agency accounts, managed assets | $952,352,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $565,679,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $16,539,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $196,090,000 | 125 |
| Corporate trust and agency accounts, managed assets | $20,380,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $1,016,196,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | $65,296,000 | 154 |
| Other fiduciary accounts, managed assets | $6,190,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $189,067,000 | 120 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $835,602,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $290,973,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $209,387,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $58,397,000 | 71 |
| Corporate trust and agency accounts, non-managed assets | $117,125,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $8,438,000 | 105 |
| Foundation and endowment trust and agency accounts, non-managed assets | $151,282,000 | 23 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,296,461,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $54,584,000 | 71 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,815,301,000 | 112 |
| Managed Assets ($) | $2,989,343,000 | 92 |
| Personal trust and agency accounts, managed assets | $999,582,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $596,226,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $18,226,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $207,299,000 | 126 |
| Corporate trust and agency accounts, managed assets | $26,393,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $1,063,968,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | $71,085,000 | 156 |
| Other fiduciary accounts, managed assets | $6,564,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $196,389,000 | 120 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $825,958,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $286,765,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $205,743,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
| Other retirement accounts, non-managed assets | $57,772,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $114,981,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $3,630,000 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $157,067,000 | 24 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,887,553,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $53,911,000 | 88 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,817,519,000 | 113 |
| Managed Assets ($) | $2,957,513,000 | 94 |
| Personal trust and agency accounts, managed assets | $966,287,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $610,345,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $17,152,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $199,557,000 | 127 |
| Corporate trust and agency accounts, managed assets | $32,619,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $1,055,693,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | $68,733,000 | 150 |
| Other fiduciary accounts, managed assets | $7,127,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $189,284,000 | 123 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $860,006,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $289,690,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $209,816,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
| Other retirement accounts, non-managed assets | $58,965,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $115,249,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $31,215,000 | 62 |
| Foundation and endowment trust and agency accounts, non-managed assets | $155,071,000 | 25 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,628,518,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $55,201,000 | 71 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,866,675,000 | 112 |
| Managed Assets ($) | $2,984,045,000 | 94 |
| Personal trust and agency accounts, managed assets | $975,318,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $600,442,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $18,163,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $200,733,000 | 128 |
| Corporate trust and agency accounts, managed assets | $39,939,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $1,016,965,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $125,630,000 | 111 |
| Other fiduciary accounts, managed assets | $6,855,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $190,142,000 | 125 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $882,630,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $287,870,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $212,003,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $61,895,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $142,148,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $23,313,000 | 82 |
| Foundation and endowment trust and agency accounts, non-managed assets | $155,401,000 | 25 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,487,952,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $56,107,000 | 77 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,791,374,000 | 110 |
| Managed Assets ($) | $2,969,742,000 | 92 |
| Personal trust and agency accounts, managed assets | $966,221,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $561,267,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $16,737,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $198,105,000 | 124 |
| Corporate trust and agency accounts, managed assets | $47,870,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $1,051,634,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $121,848,000 | 107 |
| Other fiduciary accounts, managed assets | $6,060,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $187,652,000 | 123 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $821,632,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $274,828,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $181,694,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $58,642,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $140,730,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $18,269,000 | 81 |
| Foundation and endowment trust and agency accounts, non-managed assets | $147,469,000 | 25 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,494,538,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $52,381,000 | 75 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,877,311,000 | 105 |
| Managed Assets ($) | $2,926,941,000 | 93 |
| Personal trust and agency accounts, managed assets | $954,223,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $544,170,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $16,782,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $191,626,000 | 121 |
| Corporate trust and agency accounts, managed assets | $52,888,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $1,035,043,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | $122,594,000 | 104 |
| Other fiduciary accounts, managed assets | $9,615,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $181,290,000 | 120 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $950,370,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $276,668,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $188,934,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $138,450,000 | 55 |
| Other retirement accounts, non-managed assets | $56,365,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $138,729,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $8,472,000 | 150 |
| Foundation and endowment trust and agency accounts, non-managed assets | $142,752,000 | 27 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,585,301,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $50,572,000 | 89 |
| 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 | $3,670,764,000 | 101 |
| Managed Assets ($) | $2,759,428,000 | 88 |
| Personal trust and agency accounts, managed assets | $885,500,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $529,449,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $15,810,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $180,519,000 | 120 |
| Corporate trust and agency accounts, managed assets | $68,422,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $954,508,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $114,994,000 | 100 |
| Other fiduciary accounts, managed assets | $10,226,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $171,418,000 | 118 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $911,336,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $249,921,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $183,977,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $127,493,000 | 53 |
| Other retirement accounts, non-managed assets | $53,436,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $137,816,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $22,327,000 | 69 |
| Foundation and endowment trust and agency accounts, non-managed assets | $136,366,000 | 28 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,960,592,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $47,383,000 | 75 |
| 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 | $3,647,333,000 | 101 |
| Managed Assets ($) | $2,739,227,000 | 88 |
| Personal trust and agency accounts, managed assets | $859,538,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $488,671,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $15,353,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $213,414,000 | 107 |
| Corporate trust and agency accounts, managed assets | $78,132,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $963,398,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $113,252,000 | 100 |
| Other fiduciary accounts, managed assets | $7,469,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $167,278,000 | 113 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $908,106,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $264,964,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $186,235,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $120,467,000 | 58 |
| Other retirement accounts, non-managed assets | $50,273,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $144,233,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $12,555,000 | 102 |
| Foundation and endowment trust and agency accounts, non-managed assets | $129,379,000 | 29 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,104,329,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $43,995,000 | 85 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,482,818,000 | 100 |
| Managed Assets ($) | $2,605,451,000 | 86 |
| Personal trust and agency accounts, managed assets | $776,567,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $495,042,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $13,888,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $196,364,000 | 105 |
| Corporate trust and agency accounts, managed assets | $90,016,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $925,263,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | $101,950,000 | 100 |
| Other fiduciary accounts, managed assets | $6,361,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $152,379,000 | 110 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $877,367,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $266,962,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $194,443,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $112,073,000 | 56 |
| Other retirement accounts, non-managed assets | $48,472,000 | 71 |
| Corporate trust and agency accounts, non-managed assets | $129,791,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $4,580,000 | 114 |
| Foundation and endowment trust and agency accounts, non-managed assets | $121,046,000 | 30 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,157,721,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,457,000 | 81 |
| 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 | $3,730,191,000 | 102 |
| Managed Assets ($) | $3,086,901,000 | 84 |
| Personal trust and agency accounts, managed assets | $891,660,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $668,534,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $16,822,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $230,059,000 | 105 |
| Corporate trust and agency accounts, managed assets | $105,739,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $1,047,020,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $120,235,000 | 98 |
| Other fiduciary accounts, managed assets | $6,832,000 | 72 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $181,892,000 | 110 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $643,290,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $253,691,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $38,252,000 | 175 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,394,000 | 91 |
| Other retirement accounts, non-managed assets | $49,731,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $143,041,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $9,473,000 | 142 |
| Foundation and endowment trust and agency accounts, non-managed assets | $134,708,000 | 32 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,051,582,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $47,991,000 | 93 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,719,586,000 | 102 |
| Managed Assets ($) | $3,037,368,000 | 83 |
| Personal trust and agency accounts, managed assets | $876,930,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $621,909,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $16,862,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $223,067,000 | 102 |
| Corporate trust and agency accounts, managed assets | $113,206,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $1,058,380,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $120,064,000 | 96 |
| Other fiduciary accounts, managed assets | $6,950,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $175,687,000 | 110 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $682,218,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $243,886,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $40,006,000 | 155 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,949,000 | 87 |
| Other retirement accounts, non-managed assets | $45,823,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $195,645,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $11,658,000 | 86 |
| Foundation and endowment trust and agency accounts, non-managed assets | $131,251,000 | 30 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,188,479,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $43,935,000 | 86 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,739,398,000 | 101 |
| Managed Assets ($) | $3,033,510,000 | 84 |
| Personal trust and agency accounts, managed assets | $861,281,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $615,963,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $16,830,000 | 129 |
| Other employee benefit and retirement-related accounts, managed assets | $219,408,000 | 102 |
| Corporate trust and agency accounts, managed assets | $128,728,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $1,062,947,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $118,778,000 | 95 |
| Other fiduciary accounts, managed assets | $9,575,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $170,652,000 | 109 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $705,888,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $236,245,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,966,000 | 163 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,766,000 | 89 |
| Other retirement accounts, non-managed assets | $50,532,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $228,968,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $3,293,000 | 143 |
| Foundation and endowment trust and agency accounts, non-managed assets | $132,118,000 | 28 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,458,759,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $48,649,000 | 83 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,553,479,000 | 101 |
| Managed Assets ($) | $2,906,660,000 | 85 |
| Personal trust and agency accounts, managed assets | $776,797,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $610,475,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $16,389,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $211,534,000 | 98 |
| Corporate trust and agency accounts, managed assets | $136,971,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $1,028,147,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $116,561,000 | 95 |
| Other fiduciary accounts, managed assets | $9,786,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $163,038,000 | 109 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $646,819,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $72,532,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $127,871,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,408,000 | 90 |
| Other retirement accounts, non-managed assets | $48,690,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $254,155,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $348,000 | 189 |
| Foundation and endowment trust and agency accounts, non-managed assets | $126,815,000 | 27 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,827,612,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $46,784,000 | 82 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,737,897,000 | 93 |
| Managed Assets ($) | $2,700,800,000 | 83 |
| Personal trust and agency accounts, managed assets | $729,797,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $559,102,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $15,785,000 | 141 |
| Other employee benefit and retirement-related accounts, managed assets | $234,181,000 | 84 |
| Corporate trust and agency accounts, managed assets | $140,663,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $895,973,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $109,316,000 | 93 |
| Other fiduciary accounts, managed assets | $15,983,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $151,777,000 | 104 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $1,037,097,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $70,907,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $179,993,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $178,413,000 | 50 |
| Other retirement accounts, non-managed assets | $233,073,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $254,390,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $338,000 | 287 |
| Foundation and endowment trust and agency accounts, non-managed assets | $119,983,000 | 27 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,854,580,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $45,070,000 | 87 |
| 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 | $3,721,185,000 | 96 |
| Managed Assets ($) | $2,612,287,000 | 88 |
| Personal trust and agency accounts, managed assets | $781,171,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $535,320,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $25,349,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $214,681,000 | 92 |
| Corporate trust and agency accounts, managed assets | $140,360,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $872,155,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | $24,103,000 | 207 |
| Other fiduciary accounts, managed assets | $19,148,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $168,723,000 | 99 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,108,898,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $69,966,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $242,303,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $188,931,000 | 51 |
| Other retirement accounts, non-managed assets | $231,935,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $245,973,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $92,000 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $129,698,000 | 26 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,198,752,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $46,192,000 | 82 |
| 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 | $3,703,220,000 | 97 |
| Managed Assets ($) | $2,522,671,000 | 89 |
| Personal trust and agency accounts, managed assets | $842,361,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $499,076,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $25,566,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $208,119,000 | 90 |
| Corporate trust and agency accounts, managed assets | $39,634,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $794,844,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | $111,867,000 | 97 |
| Other fiduciary accounts, managed assets | $1,204,000 | 80 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $162,647,000 | 100 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,180,549,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $164,724,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $245,495,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $123,885,000 | 62 |
| Other retirement accounts, non-managed assets | $21,128,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $216,648,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | $61,451,000 | 53 |
| Foundation and endowment trust and agency accounts, non-managed assets | $136,735,000 | 26 |
| Other fiduciary accounts, non-managed assets | $210,483,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,403,244,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,576,000 | 165 |
| 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 | $3,646,500,000 | 98 |
| Managed Assets ($) | $2,440,347,000 | 89 |
| Personal trust and agency accounts, managed assets | $819,126,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $481,698,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $25,101,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $206,329,000 | 90 |
| Corporate trust and agency accounts, managed assets | $35,178,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $759,843,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $111,799,000 | 96 |
| Other fiduciary accounts, managed assets | $1,273,000 | 83 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $160,214,000 | 100 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,206,153,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $166,336,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $244,445,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $127,517,000 | 59 |
| Other retirement accounts, non-managed assets | $21,074,000 | 122 |
| Corporate trust and agency accounts, non-managed assets | $240,046,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $61,178,000 | 52 |
| Foundation and endowment trust and agency accounts, non-managed assets | $134,071,000 | 27 |
| Other fiduciary accounts, non-managed assets | $211,486,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,670,053,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,570,000 | 160 |
| 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 | $3,819,801,000 | 94 |
| Managed Assets ($) | $2,132,573,000 | 101 |
| Personal trust and agency accounts, managed assets | $833,357,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $144,012,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $26,161,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $207,857,000 | 90 |
| Corporate trust and agency accounts, managed assets | $34,770,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $767,133,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $117,929,000 | 94 |
| Other fiduciary accounts, managed assets | $1,354,000 | 131 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $161,469,000 | 98 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $1,687,228,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $177,336,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $582,985,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $132,372,000 | 59 |
| Other retirement accounts, non-managed assets | $21,457,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $257,565,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $60,850,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $137,113,000 | 28 |
| Other fiduciary accounts, non-managed assets | $317,550,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,820,377,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,021,000 | 211 |
| 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 | $3,685,555,000 | 94 |
| Managed Assets ($) | $2,085,004,000 | 101 |
| Personal trust and agency accounts, managed assets | $840,308,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $151,127,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $25,848,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $202,659,000 | 87 |
| Corporate trust and agency accounts, managed assets | $32,630,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $733,227,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $97,848,000 | 102 |
| Other fiduciary accounts, managed assets | $1,357,000 | 82 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $158,919,000 | 95 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,600,551,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $173,814,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $561,765,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $229,172,000 | 50 |
| Other retirement accounts, non-managed assets | $21,845,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $161,193,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | $59,110,000 | 54 |
| Foundation and endowment trust and agency accounts, non-managed assets | $132,569,000 | 28 |
| Other fiduciary accounts, non-managed assets | $261,083,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,720,324,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,486,000 | 155 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,049,244,000 | 87 |
| Managed Assets ($) | $2,167,245,000 | 94 |
| Personal trust and agency accounts, managed assets | $856,571,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $155,351,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $66,411,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $196,943,000 | 85 |
| Corporate trust and agency accounts, managed assets | $31,169,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $762,338,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | $97,089,000 | 103 |
| Other fiduciary accounts, managed assets | $1,373,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $153,663,000 | 94 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,881,999,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $164,919,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $855,813,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $226,347,000 | 46 |
| Other retirement accounts, non-managed assets | $24,864,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $164,362,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | $65,755,000 | 50 |
| Foundation and endowment trust and agency accounts, non-managed assets | $130,542,000 | 28 |
| Other fiduciary accounts, non-managed assets | $249,397,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,065,440,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,306,000 | 143 |
| 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 | $3,999,000,000 | 89 |
| Managed Assets ($) | $2,099,615,000 | 95 |
| Personal trust and agency accounts, managed assets | $843,601,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $169,352,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $118,912,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $190,477,000 | 84 |
| Corporate trust and agency accounts, managed assets | $30,217,000 | 26 |
| Investment management and investment advisory agency accounts, managed assets | $645,843,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $98,468,000 | 99 |
| Other fiduciary accounts, managed assets | $2,745,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $146,645,000 | 94 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,899,385,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $166,743,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $814,119,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $222,955,000 | 46 |
| Other retirement accounts, non-managed assets | $26,005,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $195,326,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $65,977,000 | 45 |
| Foundation and endowment trust and agency accounts, non-managed assets | $128,228,000 | 27 |
| Other fiduciary accounts, non-managed assets | $280,032,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,695,393,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,457,000 | 132 |
| 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 | $3,870,367,000 | 89 |
| Managed Assets ($) | $2,056,323,000 | 94 |
| Personal trust and agency accounts, managed assets | $828,145,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $169,201,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $116,565,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $178,881,000 | 85 |
| Corporate trust and agency accounts, managed assets | $29,175,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $630,406,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $99,063,000 | 96 |
| Other fiduciary accounts, managed assets | $4,887,000 | 80 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $135,418,000 | 98 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $1,814,044,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $165,625,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $781,276,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $236,099,000 | 45 |
| Other retirement accounts, non-managed assets | $26,651,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $130,472,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $67,432,000 | 48 |
| Foundation and endowment trust and agency accounts, non-managed assets | $126,446,000 | 27 |
| Other fiduciary accounts, non-managed assets | $280,043,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,384,545,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,432,000 | 163 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,882,004,000 | 89 |
| Managed Assets ($) | $2,075,507,000 | 89 |
| Personal trust and agency accounts, managed assets | $828,857,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $171,077,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $121,748,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $180,850,000 | 84 |
| Corporate trust and agency accounts, managed assets | $27,017,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $643,572,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | $97,413,000 | 97 |
| Other fiduciary accounts, managed assets | $4,973,000 | 60 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $137,810,000 | 96 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,806,497,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $127,542,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $791,190,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $236,553,000 | 46 |
| Other retirement accounts, non-managed assets | $26,951,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $154,630,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | $64,921,000 | 46 |
| Foundation and endowment trust and agency accounts, non-managed assets | $117,561,000 | 27 |
| Other fiduciary accounts, non-managed assets | $287,149,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,894,859,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,772,000 | 132 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,895,628,000 | 88 |
| Managed Assets ($) | $2,068,809,000 | 90 |
| Personal trust and agency accounts, managed assets | $821,799,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $176,097,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $126,613,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $176,882,000 | 85 |
| Corporate trust and agency accounts, managed assets | $25,439,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $640,177,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | $96,805,000 | 97 |
| Other fiduciary accounts, managed assets | $4,997,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $133,164,000 | 96 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,826,819,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $127,461,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $793,790,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $221,704,000 | 48 |
| Other retirement accounts, non-managed assets | $28,939,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $174,032,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $66,382,000 | 49 |
| Foundation and endowment trust and agency accounts, non-managed assets | $115,815,000 | 26 |
| Other fiduciary accounts, non-managed assets | $298,696,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,185,175,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,377,000 | 127 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,990,050,000 | 85 |
| Managed Assets ($) | $2,037,278,000 | 92 |
| Personal trust and agency accounts, managed assets | $794,034,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $183,484,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $131,248,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $169,404,000 | 88 |
| Corporate trust and agency accounts, managed assets | $24,417,000 | 26 |
| Investment management and investment advisory agency accounts, managed assets | $641,283,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | $88,491,000 | 100 |
| Other fiduciary accounts, managed assets | $4,917,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $125,522,000 | 99 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,952,772,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $127,121,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $929,513,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $217,548,000 | 47 |
| Other retirement accounts, non-managed assets | $29,750,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $189,748,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | $64,136,000 | 47 |
| Foundation and endowment trust and agency accounts, non-managed assets | $112,553,000 | 26 |
| Other fiduciary accounts, non-managed assets | $282,403,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,721,955,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,654,000 | 122 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,955,933,000 | 82 |
| Managed Assets ($) | $2,053,247,000 | 88 |
| Personal trust and agency accounts, managed assets | $812,686,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $182,006,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $132,890,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $169,666,000 | 85 |
| Corporate trust and agency accounts, managed assets | $22,780,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $640,677,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | $87,008,000 | 100 |
| Other fiduciary accounts, managed assets | $5,534,000 | 81 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $124,986,000 | 96 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $1,902,686,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $139,023,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $895,362,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $219,796,000 | 48 |
| Other retirement accounts, non-managed assets | $29,634,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $165,376,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | $66,254,000 | 44 |
| Foundation and endowment trust and agency accounts, non-managed assets | $111,708,000 | 26 |
| Other fiduciary accounts, non-managed assets | $275,533,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,741,465,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,233,000 | 140 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,906,960,000 | 79 |
| Managed Assets ($) | $2,071,830,000 | 84 |
| Personal trust and agency accounts, managed assets | $840,519,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $182,759,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $133,271,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $171,203,000 | 83 |
| Corporate trust and agency accounts, managed assets | $20,546,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $634,985,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | $82,949,000 | 101 |
| Other fiduciary accounts, managed assets | $5,598,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $120,574,000 | 98 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,835,130,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $139,062,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $883,840,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $216,957,000 | 45 |
| Other retirement accounts, non-managed assets | $31,939,000 | 98 |
| Corporate trust and agency accounts, non-managed assets | $193,629,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | $66,424,000 | 42 |
| Foundation and endowment trust and agency accounts, non-managed assets | $108,683,000 | 26 |
| Other fiduciary accounts, non-managed assets | $194,596,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,377,876,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,887,000 | 116 |
| 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 | $4,043,372,000 | 80 |
| Managed Assets ($) | $2,110,158,000 | 88 |
| Personal trust and agency accounts, managed assets | $871,670,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $171,081,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $139,778,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $181,772,000 | 83 |
| Corporate trust and agency accounts, managed assets | $19,144,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $635,439,000 | 92 |
| Foundation and endowment trust and agency accounts, managed assets | $85,531,000 | 102 |
| Other fiduciary accounts, managed assets | $5,743,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $124,631,000 | 101 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,933,214,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $147,848,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,014,810,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $222,385,000 | 46 |
| Other retirement accounts, non-managed assets | $28,537,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $153,419,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $70,148,000 | 41 |
| Foundation and endowment trust and agency accounts, non-managed assets | $117,360,000 | 27 |
| Other fiduciary accounts, non-managed assets | $178,707,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,038,887,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,541,000 | 129 |
| 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 | $4,145,038,000 | 80 |
| Managed Assets ($) | $2,151,631,000 | 86 |
| Personal trust and agency accounts, managed assets | $886,747,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $175,123,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $152,239,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $184,864,000 | 82 |
| Corporate trust and agency accounts, managed assets | $18,320,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $638,013,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $88,132,000 | 101 |
| Other fiduciary accounts, managed assets | $8,193,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $124,385,000 | 100 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,993,407,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $160,582,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,020,372,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $226,160,000 | 46 |
| Other retirement accounts, non-managed assets | $31,203,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $208,787,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $72,392,000 | 42 |
| Foundation and endowment trust and agency accounts, non-managed assets | $118,107,000 | 28 |
| Other fiduciary accounts, non-managed assets | $155,804,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,735,656,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,772,000 | 118 |
| 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 | $4,091,654,000 | 79 |
| Managed Assets ($) | $2,186,345,000 | 85 |
| Personal trust and agency accounts, managed assets | $890,826,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $176,830,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $157,227,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $180,627,000 | 80 |
| Corporate trust and agency accounts, managed assets | $16,692,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $668,651,000 | 92 |
| Foundation and endowment trust and agency accounts, managed assets | $87,676,000 | 101 |
| Other fiduciary accounts, managed assets | $7,816,000 | 74 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $117,531,000 | 103 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $1,905,309,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $170,779,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,024,767,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $224,218,000 | 46 |
| Other retirement accounts, non-managed assets | $41,065,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $133,984,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | $71,153,000 | 40 |
| Foundation and endowment trust and agency accounts, non-managed assets | $117,273,000 | 27 |
| Other fiduciary accounts, non-managed assets | $122,070,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,069,430,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,437,000 | 102 |
| 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 | $4,139,043,000 | 79 |
| Managed Assets ($) | $2,212,830,000 | 83 |
| Personal trust and agency accounts, managed assets | $906,133,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $182,990,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $176,041,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $174,478,000 | 79 |
| Corporate trust and agency accounts, managed assets | $13,603,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $561,897,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $192,560,000 | 63 |
| Other fiduciary accounts, managed assets | $5,128,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $107,574,000 | 109 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,926,213,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $187,215,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,014,386,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $225,540,000 | 45 |
| Other retirement accounts, non-managed assets | $46,702,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $138,806,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $84,921,000 | 38 |
| Foundation and endowment trust and agency accounts, non-managed assets | $113,453,000 | 27 |
| Other fiduciary accounts, non-managed assets | $115,190,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,496,214,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,961,000 | 87 |
| 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 | $4,506,220,000 | 75 |
| Managed Assets ($) | $2,428,858,000 | 77 |
| Personal trust and agency accounts, managed assets | $1,130,385,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $186,483,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $192,521,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $174,261,000 | 78 |
| Corporate trust and agency accounts, managed assets | $15,252,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $541,575,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $183,420,000 | 65 |
| Other fiduciary accounts, managed assets | $4,961,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $104,500,000 | 113 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,077,362,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $194,033,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,075,884,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $249,697,000 | 44 |
| Other retirement accounts, non-managed assets | $69,838,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $170,215,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $90,938,000 | 40 |
| Foundation and endowment trust and agency accounts, non-managed assets | $117,117,000 | 27 |
| Other fiduciary accounts, non-managed assets | $109,640,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,926,781,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $41,651,000 | 88 |
| 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 | $4,507,246,000 | 73 |
| Managed Assets ($) | $2,399,405,000 | 76 |
| Personal trust and agency accounts, managed assets | $1,133,781,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $185,850,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $195,993,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $194,577,000 | 71 |
| Corporate trust and agency accounts, managed assets | $12,686,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $541,154,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $130,426,000 | 70 |
| Other fiduciary accounts, managed assets | $4,938,000 | 60 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $98,506,000 | 113 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,107,841,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $208,673,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,056,186,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $241,848,000 | 44 |
| Other retirement accounts, non-managed assets | $95,766,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $187,718,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $94,114,000 | 37 |
| Foundation and endowment trust and agency accounts, non-managed assets | $113,236,000 | 26 |
| Other fiduciary accounts, non-managed assets | $110,300,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,631,132,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,503,000 | 116 |
| 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 | $4,482,587,000 | 74 |
| Managed Assets ($) | $2,431,423,000 | 76 |
| Personal trust and agency accounts, managed assets | $1,128,385,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $173,748,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $195,396,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $193,919,000 | 70 |
| Corporate trust and agency accounts, managed assets | $10,899,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $596,123,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | $129,157,000 | 70 |
| Other fiduciary accounts, managed assets | $3,796,000 | 91 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $98,180,000 | 112 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $2,051,164,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $202,704,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,042,958,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $245,393,000 | 44 |
| Other retirement accounts, non-managed assets | $95,632,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $197,425,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $50,030,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $113,146,000 | 27 |
| Other fiduciary accounts, non-managed assets | $103,876,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,604,894,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $25,464,000 | 144 |
| 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 | $4,495,460,000 | 74 |
| Managed Assets ($) | $2,462,890,000 | 75 |
| Personal trust and agency accounts, managed assets | $1,170,449,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $173,968,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $183,933,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $187,563,000 | 67 |
| Corporate trust and agency accounts, managed assets | $8,027,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $602,092,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | $126,654,000 | 68 |
| Other fiduciary accounts, managed assets | $10,204,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $92,342,000 | 112 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,032,570,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $240,695,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $971,603,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $232,649,000 | 48 |
| Other retirement accounts, non-managed assets | $105,998,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $217,355,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $35,921,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $107,340,000 | 25 |
| Other fiduciary accounts, non-managed assets | $121,009,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,951,633,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $28,358,000 | 112 |
| 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 | $4,354,209,000 | 74 |
| Managed Assets ($) | $2,265,659,000 | 78 |
| Personal trust and agency accounts, managed assets | $984,268,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $173,705,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $178,337,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $179,239,000 | 69 |
| Corporate trust and agency accounts, managed assets | $7,698,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $599,441,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | $133,813,000 | 66 |
| Other fiduciary accounts, managed assets | $9,158,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $83,243,000 | 122 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,088,550,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $261,485,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $952,846,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $212,476,000 | 47 |
| Other retirement accounts, non-managed assets | $110,810,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $281,815,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $33,446,000 | 58 |
| Foundation and endowment trust and agency accounts, non-managed assets | $103,749,000 | 25 |
| Other fiduciary accounts, non-managed assets | $131,923,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,311,284,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $29,311,000 | 113 |
| 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 | $4,288,794,000 | 74 |
| Managed Assets ($) | $2,492,970,000 | 74 |
| Personal trust and agency accounts, managed assets | $906,946,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $188,072,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $184,208,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $182,674,000 | 67 |
| Corporate trust and agency accounts, managed assets | $6,748,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $853,402,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $161,763,000 | 63 |
| Other fiduciary accounts, managed assets | $9,157,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $103,018,000 | 92 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,795,824,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $156,276,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $951,051,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $93,976,000 | 60 |
| Other retirement accounts, non-managed assets | $114,587,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $188,506,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $28,174,000 | 62 |
| Foundation and endowment trust and agency accounts, non-managed assets | $103,151,000 | 26 |
| Other fiduciary accounts, non-managed assets | $160,103,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,226,671,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $87,286,000 | 56 |
| 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 | $3,508,903,000 | 80 |
| Managed Assets ($) | $2,001,729,000 | 82 |
| Personal trust and agency accounts, managed assets | $587,752,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $182,590,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $133,913,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $160,632,000 | 70 |
| Corporate trust and agency accounts, managed assets | $6,462,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $796,362,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $124,870,000 | 67 |
| Other fiduciary accounts, managed assets | $9,148,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $81,164,000 | 110 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $1,507,174,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $167,147,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $758,155,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $79,365,000 | 67 |
| Other retirement accounts, non-managed assets | $57,131,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $207,695,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $24,886,000 | 70 |
| Foundation and endowment trust and agency accounts, non-managed assets | $98,329,000 | 24 |
| Other fiduciary accounts, non-managed assets | $114,466,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,101,484,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $29,880,000 | 129 |
| 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 | $3,588,085,000 | 78 |
| Managed Assets ($) | $2,056,982,000 | 81 |
| Personal trust and agency accounts, managed assets | $599,393,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $182,451,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $132,503,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $160,117,000 | 69 |
| Corporate trust and agency accounts, managed assets | $5,265,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $850,954,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $126,102,000 | 67 |
| Other fiduciary accounts, managed assets | $197,000 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $78,604,000 | 111 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,531,103,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $164,252,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $746,836,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $80,248,000 | 67 |
| Other retirement accounts, non-managed assets | $57,304,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $251,160,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $23,980,000 | 68 |
| Foundation and endowment trust and agency accounts, non-managed assets | $97,535,000 | 22 |
| Other fiduciary accounts, non-managed assets | $109,788,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,344,292,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $30,108,000 | 105 |
| 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 | $3,566,965,000 | 75 |
| Managed Assets ($) | $2,056,490,000 | 78 |
| Personal trust and agency accounts, managed assets | $594,186,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $210,571,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $127,919,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $155,082,000 | 67 |
| Corporate trust and agency accounts, managed assets | $3,356,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $837,916,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $123,713,000 | 66 |
| Other fiduciary accounts, managed assets | $3,747,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $77,015,000 | 109 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,510,475,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $143,342,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $723,433,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,142,000 | 69 |
| Other retirement accounts, non-managed assets | $55,413,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $258,508,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $17,354,000 | 75 |
| Foundation and endowment trust and agency accounts, non-managed assets | $95,692,000 | 22 |
| Other fiduciary accounts, non-managed assets | $146,591,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,947,053,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $105,885,000 | 49 |
| 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 | $3,653,140,000 | 75 |
| Managed Assets ($) | $2,098,894,000 | 80 |
| Personal trust and agency accounts, managed assets | $610,372,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $203,912,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $132,597,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $157,043,000 | 67 |
| Corporate trust and agency accounts, managed assets | $11,001,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $857,686,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $122,693,000 | 66 |
| Other fiduciary accounts, managed assets | $3,590,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $77,957,000 | 107 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,554,246,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $151,301,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $750,737,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $71,337,000 | 70 |
| Other retirement accounts, non-managed assets | $55,338,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $257,538,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $17,767,000 | 73 |
| Foundation and endowment trust and agency accounts, non-managed assets | $97,603,000 | 22 |
| Other fiduciary accounts, non-managed assets | $152,625,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,899,529,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $108,975,000 | 47 |
| 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 | $3,623,918,000 | 73 |
| Managed Assets ($) | $2,038,527,000 | 77 |
| Personal trust and agency accounts, managed assets | $591,264,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $203,108,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $126,087,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $152,041,000 | 63 |
| Corporate trust and agency accounts, managed assets | $12,455,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $834,348,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $118,428,000 | 65 |
| Other fiduciary accounts, managed assets | $796,000 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $72,769,000 | 106 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $388,836,000 | 30 |
| Non-managed Assets ($) | $1,585,391,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $146,046,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $706,888,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $100,795,000 | 60 |
| Other retirement accounts, non-managed assets | $51,956,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $285,766,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $18,263,000 | 76 |
| Foundation and endowment trust and agency accounts, non-managed assets | $92,758,000 | 21 |
| Other fiduciary accounts, non-managed assets | $182,919,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,668,492,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $29,305,000 | 121 |
| 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 | $3,685,405,000 | 74 |
| Managed Assets ($) | $2,155,062,000 | 72 |
| Personal trust and agency accounts, managed assets | $654,254,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $201,633,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $115,780,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $149,144,000 | 64 |
| Corporate trust and agency accounts, managed assets | $12,356,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $827,197,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $193,949,000 | 52 |
| Other fiduciary accounts, managed assets | $749,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $69,681,000 | 107 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,530,343,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $153,716,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $660,347,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $99,933,000 | 58 |
| Other retirement accounts, non-managed assets | $50,989,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $289,421,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $17,040,000 | 61 |
| Foundation and endowment trust and agency accounts, non-managed assets | $87,159,000 | 22 |
| Other fiduciary accounts, non-managed assets | $171,738,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,525,649,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $28,317,000 | 98 |
| 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 | $3,975,983,000 | 76 |
| Managed Assets ($) | $2,264,016,000 | 75 |
| Personal trust and agency accounts, managed assets | $704,260,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $205,764,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $133,248,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $157,963,000 | 67 |
| Corporate trust and agency accounts, managed assets | $14,640,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $847,691,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $199,623,000 | 49 |
| Other fiduciary accounts, managed assets | $827,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $78,688,000 | 107 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,711,967,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $170,119,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $725,531,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $227,222,000 | 48 |
| Other retirement accounts, non-managed assets | $54,853,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $287,395,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $18,366,000 | 60 |
| Foundation and endowment trust and agency accounts, non-managed assets | $99,506,000 | 19 |
| Other fiduciary accounts, non-managed assets | $128,975,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,650,203,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $30,917,000 | 93 |
| 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 | $3,954,236,000 | 75 |
| Managed Assets ($) | $2,186,230,000 | 77 |
| Personal trust and agency accounts, managed assets | $714,573,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $186,353,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $133,457,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $158,253,000 | 63 |
| Corporate trust and agency accounts, managed assets | $9,146,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $825,164,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $158,415,000 | 54 |
| Other fiduciary accounts, managed assets | $869,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $79,574,000 | 100 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,768,006,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $235,218,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $708,389,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $242,914,000 | 48 |
| Other retirement accounts, non-managed assets | $58,671,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $275,435,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $18,509,000 | 57 |
| Foundation and endowment trust and agency accounts, non-managed assets | $98,924,000 | 20 |
| Other fiduciary accounts, non-managed assets | $129,946,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,672,542,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $34,107,000 | 88 |
| 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 | $3,899,898,000 | 76 |
| Managed Assets ($) | $2,143,936,000 | 76 |
| Personal trust and agency accounts, managed assets | $700,550,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $186,098,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $127,648,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $158,356,000 | 61 |
| Corporate trust and agency accounts, managed assets | $9,153,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $806,451,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $154,823,000 | 52 |
| Other fiduciary accounts, managed assets | $857,000 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $78,408,000 | 100 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $383,641,000 | 34 |
| Non-managed Assets ($) | $1,755,962,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $229,261,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $671,603,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $239,538,000 | 47 |
| Other retirement accounts, non-managed assets | $59,729,000 | 71 |
| Corporate trust and agency accounts, non-managed assets | $301,302,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $20,150,000 | 59 |
| Foundation and endowment trust and agency accounts, non-managed assets | $97,410,000 | 21 |
| Other fiduciary accounts, non-managed assets | $136,969,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,642,297,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $35,099,000 | 106 |
| 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 | $3,716,441,000 | 77 |
| Managed Assets ($) | $2,083,895,000 | 76 |
| Personal trust and agency accounts, managed assets | $683,346,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $197,985,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $122,066,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $157,370,000 | 62 |
| Corporate trust and agency accounts, managed assets | $9,156,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $762,675,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $151,278,000 | 54 |
| Other fiduciary accounts, managed assets | $19,000 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $76,619,000 | 96 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,632,546,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $220,386,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $623,313,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $176,336,000 | 51 |
| Other retirement accounts, non-managed assets | $59,864,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $300,389,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $42,402,000 | 36 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,304,000 | 36 |
| Other fiduciary accounts, non-managed assets | $174,552,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,577,960,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $35,550,000 | 83 |
| 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 | $3,627,530,000 | 76 |
| Managed Assets ($) | $2,006,231,000 | 75 |
| Personal trust and agency accounts, managed assets | $670,575,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $194,490,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $111,793,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $150,850,000 | 60 |
| Corporate trust and agency accounts, managed assets | $9,244,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $723,465,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $145,768,000 | 50 |
| Other fiduciary accounts, managed assets | $46,000 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $71,339,000 | 92 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,621,299,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $207,204,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $597,729,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $154,013,000 | 53 |
| Other retirement accounts, non-managed assets | $57,989,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $336,528,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | $42,664,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,152,000 | 35 |
| Other fiduciary accounts, non-managed assets | $189,020,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,441,192,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $33,786,000 | 80 |
| 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 | $3,739,583,000 | 76 |
| Managed Assets ($) | $2,033,226,000 | 76 |
| Personal trust and agency accounts, managed assets | $686,777,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $179,622,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $120,477,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $156,852,000 | 59 |
| Corporate trust and agency accounts, managed assets | $9,246,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $730,755,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $149,449,000 | 50 |
| Other fiduciary accounts, managed assets | $48,000 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $73,019,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,706,357,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $224,843,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $638,475,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $167,458,000 | 53 |
| Other retirement accounts, non-managed assets | $60,748,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $334,307,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $47,959,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,330,000 | 39 |
| Other fiduciary accounts, non-managed assets | $197,237,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,562,750,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $35,370,000 | 76 |
| 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 | $3,734,061,000 | 76 |
| Managed Assets ($) | $1,998,791,000 | 77 |
| Personal trust and agency accounts, managed assets | $668,543,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $181,622,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $120,254,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $149,241,000 | 59 |
| Corporate trust and agency accounts, managed assets | $9,246,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $722,987,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $146,843,000 | 50 |
| Other fiduciary accounts, managed assets | $55,000 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $70,528,000 | 92 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $351,234,000 | 36 |
| Non-managed Assets ($) | $1,735,270,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $215,082,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $586,329,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $162,758,000 | 55 |
| Other retirement accounts, non-managed assets | $63,247,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $348,707,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $49,952,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,136,000 | 37 |
| Other fiduciary accounts, non-managed assets | $273,059,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,424,004,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $34,767,000 | 106 |
| 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 | $4,867,974,000 | 69 |
| Managed Assets ($) | $3,200,300,000 | 60 |
| Personal trust and agency accounts, managed assets | $746,576,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $171,249,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $108,859,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $76,024,000 | 102 |
| Corporate trust and agency accounts, managed assets | $9,245,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $2,006,552,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $81,795,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,667,674,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $214,126,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $528,958,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $150,812,000 | 54 |
| Other retirement accounts, non-managed assets | $33,082,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $416,075,000 | 44 |
| 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 | $324,621,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,185,066,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,677,090,000 | 68 |
| Managed Assets ($) | $3,070,738,000 | 60 |
| Personal trust and agency accounts, managed assets | $722,342,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $168,201,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $101,387,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $72,357,000 | 102 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $1,922,413,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $84,038,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,606,352,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $230,555,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $536,185,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $128,124,000 | 56 |
| Other retirement accounts, non-managed assets | $32,536,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $344,405,000 | 44 |
| 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 | $334,547,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,020,686,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,710,774,000 | 68 |
| Managed Assets ($) | $3,144,410,000 | 58 |
| Personal trust and agency accounts, managed assets | $730,009,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $193,083,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $96,596,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $70,370,000 | 97 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $1,963,011,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $91,341,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,566,364,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $194,534,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $457,256,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $109,664,000 | 56 |
| Other retirement accounts, non-managed assets | $30,747,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $421,938,000 | 43 |
| 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 | $352,225,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,889,794,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,885,282,000 | 70 |
| Managed Assets ($) | $3,258,625,000 | 57 |
| Personal trust and agency accounts, managed assets | $752,581,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $190,098,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $103,902,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $75,930,000 | 94 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $2,044,762,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $91,352,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,626,657,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $212,290,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $467,101,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $123,979,000 | 58 |
| Other retirement accounts, non-managed assets | $25,915,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $415,352,000 | 47 |
| 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 | $382,020,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,964,350,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,177,496,000 | 71 |
| Managed Assets ($) | $3,418,589,000 | 58 |
| Personal trust and agency accounts, managed assets | $755,749,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $203,379,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $100,954,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $85,056,000 | 93 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $2,176,325,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $97,126,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,758,907,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $265,313,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $552,012,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $138,196,000 | 60 |
| Other retirement accounts, non-managed assets | $29,183,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $365,748,000 | 45 |
| 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 | $408,455,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,163,038,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,271,699,000 | 75 |
| Managed Assets ($) | $3,476,333,000 | 62 |
| Personal trust and agency accounts, managed assets | $732,344,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $204,050,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $109,773,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $84,479,000 | 101 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $2,241,613,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $104,074,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,795,366,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $258,601,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $571,255,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $151,100,000 | 59 |
| Other retirement accounts, non-managed assets | $28,014,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $362,181,000 | 47 |
| 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 | $424,215,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,285,071,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,117,699,000 | 76 |
| Managed Assets ($) | $3,346,948,000 | 63 |
| Personal trust and agency accounts, managed assets | $739,682,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $203,041,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $109,492,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $83,067,000 | 102 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $2,101,260,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $110,406,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,770,751,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $273,461,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $526,700,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $152,902,000 | 62 |
| Other retirement accounts, non-managed assets | $29,593,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $362,199,000 | 48 |
| 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 | $425,896,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,305,812,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,905,164,000 | 77 |
| Managed Assets ($) | $2,808,305,000 | 67 |
| Personal trust and agency accounts, managed assets | $771,524,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $208,783,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $120,147,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $92,147,000 | 91 |
| Corporate trust and agency accounts, managed assets | $611,000 | 160 |
| Investment management and investment advisory agency accounts, managed assets | $1,495,225,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $119,868,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,096,859,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $258,714,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $546,498,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $166,222,000 | 63 |
| Other retirement accounts, non-managed assets | $29,309,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $656,859,000 | 38 |
| 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 | $439,257,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,352,610,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,040,256,000 | 76 |
| Managed Assets ($) | $2,883,470,000 | 67 |
| Personal trust and agency accounts, managed assets | $773,448,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $208,836,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $131,593,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $92,313,000 | 91 |
| Corporate trust and agency accounts, managed assets | $603,000 | 74 |
| Investment management and investment advisory agency accounts, managed assets | $1,542,865,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $133,812,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,156,786,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $264,428,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $541,833,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $192,542,000 | 58 |
| Other retirement accounts, non-managed assets | $29,348,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $670,112,000 | 38 |
| 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 | $458,523,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,347,936,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,886,230,000 | 80 |
| Managed Assets ($) | $2,665,552,000 | 69 |
| Personal trust and agency accounts, managed assets | $765,224,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $209,316,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $131,739,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $89,110,000 | 96 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $1,341,036,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $129,127,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,220,678,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $234,280,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $562,017,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $192,701,000 | 61 |
| Other retirement accounts, non-managed assets | $28,801,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $719,286,000 | 41 |
| 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 | $483,593,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,353,886,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,694,301,000 | 79 |
| Managed Assets ($) | $2,545,863,000 | 71 |
| Personal trust and agency accounts, managed assets | $721,190,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $155,572,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $126,408,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $85,363,000 | 91 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $1,328,675,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $128,655,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,148,438,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $269,961,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $525,419,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $190,234,000 | 61 |
| Other retirement accounts, non-managed assets | $29,108,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $675,388,000 | 41 |
| 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 | $458,328,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,251,503,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,627,360,000 | 79 |
| Managed Assets ($) | $2,568,721,000 | 69 |
| Personal trust and agency accounts, managed assets | $745,841,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $165,088,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $130,386,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $89,274,000 | 90 |
| Corporate trust and agency accounts, managed assets | $1,000 | 266 |
| Investment management and investment advisory agency accounts, managed assets | $1,342,657,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $95,474,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,058,639,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $235,898,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $450,458,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $197,348,000 | 60 |
| Other retirement accounts, non-managed assets | $30,407,000 | 126 |
| Corporate trust and agency accounts, non-managed assets | $678,605,000 | 44 |
| 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 | $465,923,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,336,600,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,470,143,000 | 83 |
| Managed Assets ($) | $2,520,522,000 | 75 |
| Personal trust and agency accounts, managed assets | $735,796,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $125,106,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $125,446,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $85,040,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $1,353,444,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $95,690,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,949,621,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $223,838,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $431,492,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $233,900,000 | 60 |
| Other retirement accounts, non-managed assets | $25,900,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $613,217,000 | 46 |
| 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 | $421,274,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,242,456,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,459,665,000 | 87 |
| Managed Assets ($) | $2,539,157,000 | 76 |
| Personal trust and agency accounts, managed assets | $716,118,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $132,942,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $127,092,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $82,997,000 | 95 |
| Corporate trust and agency accounts, managed assets | $1,000 | 102 |
| Investment management and investment advisory agency accounts, managed assets | $1,389,700,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $90,307,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,920,508,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $213,570,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $422,898,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $222,812,000 | 65 |
| Other retirement accounts, non-managed assets | $25,057,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $636,000,000 | 49 |
| 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 | $400,171,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,209,627,000 | 81 |
| 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 | $4,374,229,000 | 88 |
| Managed Assets ($) | $2,411,834,000 | 80 |
| Personal trust and agency accounts, managed assets | $730,049,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $78,115,000 | 90 |
| Employee benefit-defined benefit accounts, managed assets | $126,190,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $78,357,000 | 99 |
| Corporate trust and agency accounts, managed assets | $1,267,000 | 80 |
| Investment management and investment advisory agency accounts, managed assets | $1,311,773,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $86,083,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,962,395,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $254,188,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $497,624,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $225,483,000 | 65 |
| Other retirement accounts, non-managed assets | $24,959,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $641,519,000 | 50 |
| 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 | $318,622,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,198,073,000 | 82 |
| 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 | $4,491,708,000 | 86 |
| Managed Assets ($) | $2,484,185,000 | 77 |
| Personal trust and agency accounts, managed assets | $707,909,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,228,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $118,275,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $68,698,000 | 105 |
| Corporate trust and agency accounts, managed assets | $4,094,000 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $1,425,989,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $84,992,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,007,523,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $275,913,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $505,917,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $217,455,000 | 64 |
| Other retirement accounts, non-managed assets | $28,087,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $672,610,000 | 49 |
| 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 | $307,541,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,154,961,000 | 81 |
| 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 | $4,202,861,000 | 88 |
| Managed Assets ($) | $2,350,775,000 | 80 |
| Personal trust and agency accounts, managed assets | $698,188,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $67,419,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $125,665,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $66,141,000 | 103 |
| Corporate trust and agency accounts, managed assets | $8,250,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $1,300,336,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $84,776,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,852,086,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $284,059,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $494,372,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $212,584,000 | 65 |
| Other retirement accounts, non-managed assets | $27,570,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $532,321,000 | 51 |
| 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 | $301,180,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,996,964,000 | 81 |
| 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 | $4,116,545,000 | 87 |
| Managed Assets ($) | $2,281,954,000 | 78 |
| Personal trust and agency accounts, managed assets | $679,324,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $65,365,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $124,705,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $62,643,000 | 104 |
| Corporate trust and agency accounts, managed assets | $12,132,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $1,254,032,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $83,753,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,834,591,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $276,458,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $497,943,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $205,960,000 | 59 |
| Other retirement accounts, non-managed assets | $27,755,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $541,075,000 | 51 |
| 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 | $285,400,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,982,118,000 | 80 |
| 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 | $4,010,852,000 | 91 |
| Managed Assets ($) | $2,246,218,000 | 82 |
| Personal trust and agency accounts, managed assets | $664,294,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $64,413,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $121,915,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $53,392,000 | 121 |
| Corporate trust and agency accounts, managed assets | $19,966,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $1,241,882,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $80,356,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,764,634,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $277,495,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $471,868,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $202,051,000 | 63 |
| Other retirement accounts, non-managed assets | $31,260,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $533,188,000 | 52 |
| 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 | $248,772,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,184,712,000 | 81 |
| 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 | $4,071,720,000 | 92 |
| Managed Assets ($) | $2,108,573,000 | 84 |
| Personal trust and agency accounts, managed assets | $519,637,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $66,618,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $125,295,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $52,584,000 | 121 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $1,268,829,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $75,610,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,963,147,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $424,987,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $470,752,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $206,371,000 | 63 |
| Other retirement accounts, non-managed assets | $29,043,000 | 132 |
| Corporate trust and agency accounts, non-managed assets | $593,768,000 | 48 |
| 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 | $238,226,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,162,256,000 | 85 |
| 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 | $4,004,844,000 | 88 |
| Managed Assets ($) | $2,027,020,000 | 87 |
| Personal trust and agency accounts, managed assets | $508,415,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,123,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $107,205,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $48,856,000 | 124 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $1,224,192,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $76,229,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,977,824,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $424,537,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $464,334,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $194,990,000 | 64 |
| Other retirement accounts, non-managed assets | $29,877,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $628,750,000 | 50 |
| 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 | $235,336,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,066,188,000 | 92 |
| 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 | $4,600,424,000 | 87 |
| Managed Assets ($) | $1,943,388,000 | 90 |
| Personal trust and agency accounts, managed assets | $509,545,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,474,000 | 116 |
| Employee benefit-defined benefit accounts, managed assets | $108,534,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $48,468,000 | 120 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $1,147,494,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $66,873,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,657,036,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $420,151,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $456,611,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $193,674,000 | 65 |
| Other retirement accounts, non-managed assets | $31,470,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $501,507,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,053,623,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,224,075,000 | 89 |
| 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 | $4,606,452,000 | 86 |
| Managed Assets ($) | $1,927,589,000 | 93 |
| Personal trust and agency accounts, managed assets | $515,359,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,902,000 | 119 |
| Employee benefit-defined benefit accounts, managed assets | $105,695,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $49,748,000 | 117 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $1,131,267,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $62,618,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,678,863,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $428,997,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $457,370,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $197,052,000 | 67 |
| Other retirement accounts, non-managed assets | $29,402,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $509,151,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,056,891,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,279,019,000 | 90 |
| 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 | $4,632,803,000 | 91 |
| Managed Assets ($) | $1,911,511,000 | 95 |
| Personal trust and agency accounts, managed assets | $506,895,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $68,945,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $107,092,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $47,302,000 | 124 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $1,120,022,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $61,255,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,721,292,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $422,675,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $467,424,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $193,149,000 | 69 |
| Other retirement accounts, non-managed assets | $28,647,000 | 140 |
| Corporate trust and agency accounts, non-managed assets | $550,141,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,059,256,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,229,097,000 | 90 |
| 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 | $4,775,520,000 | 90 |
| Managed Assets ($) | $1,952,467,000 | 91 |
| Personal trust and agency accounts, managed assets | $491,207,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $68,293,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $103,515,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $45,260,000 | 126 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $1,184,808,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $59,384,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,823,053,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $409,933,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $420,874,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $209,595,000 | 73 |
| Other retirement accounts, non-managed assets | $28,629,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $692,950,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,061,072,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,112,208,000 | 91 |
| 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 | $4,905,319,000 | 89 |
| Managed Assets ($) | $1,988,861,000 | 90 |
| Personal trust and agency accounts, managed assets | $489,249,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $65,118,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $134,943,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $45,233,000 | 126 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $1,194,781,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $59,537,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,916,458,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $404,853,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $446,597,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $198,213,000 | 74 |
| Other retirement accounts, non-managed assets | $25,004,000 | 139 |
| Corporate trust and agency accounts, non-managed assets | $731,981,000 | 63 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,109,810,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,183,913,000 | 92 |
| 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 | $4,363,310,000 | 94 |
| Managed Assets ($) | $2,007,717,000 | 91 |
| Personal trust and agency accounts, managed assets | $466,313,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,419,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $130,685,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $98,764,000 | 81 |
| Corporate trust and agency accounts, managed assets | $786,000 | 103 |
| Investment management and investment advisory agency accounts, managed assets | $1,117,256,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $131,494,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,355,593,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $128,520,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $405,016,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $168,058,000 | 77 |
| Other retirement accounts, non-managed assets | $53,059,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $1,568,058,000 | 50 |
| 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 | $32,882,000 | 73 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,208,977,000 | 90 |
| 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 | $4,461,866,000 | 91 |
| Managed Assets ($) | $2,073,215,000 | 92 |
| Personal trust and agency accounts, managed assets | $477,698,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $64,639,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $132,546,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $113,620,000 | 71 |
| Corporate trust and agency accounts, managed assets | $2,695,000 | 159 |
| Investment management and investment advisory agency accounts, managed assets | $1,144,356,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $137,661,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,388,651,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $132,040,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $406,795,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $175,697,000 | 78 |
| Other retirement accounts, non-managed assets | $39,832,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $1,601,012,000 | 49 |
| 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 | $33,275,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,184,503,000 | 94 |
| 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 | $4,948,245,000 | 85 |
| Managed Assets ($) | $2,615,758,000 | 80 |
| Personal trust and agency accounts, managed assets | $705,091,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $103,157,000 | 96 |
| Employee benefit-defined benefit accounts, managed assets | $150,107,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $125,552,000 | 72 |
| Corporate trust and agency accounts, managed assets | $113,000 | 277 |
| Investment management and investment advisory agency accounts, managed assets | $1,393,078,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $138,660,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,332,487,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $139,847,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $150,090,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $319,822,000 | 58 |
| Other retirement accounts, non-managed assets | $38,658,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $1,653,981,000 | 45 |
| 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 | $30,089,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,239,951,000 | 82 |
| 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 |