Home > WesBanco Bank, Inc. > Total Fiduciary and Related Assets
WesBanco Bank, Inc., Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,727,065,000 | 105 |
| Managed Assets ($) | $4,338,901,000 | 83 |
| Personal trust and agency accounts, managed assets | $1,726,151,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $192,130,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $208,841,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $508,099,000 | 64 |
| Corporate trust and agency accounts, managed assets | $3,985,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $1,140,663,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | $558,690,000 | 58 |
| Other fiduciary accounts, managed assets | $342,000 | 145 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $442,678,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $760,205,000 | 23 |
| Non-managed Assets ($) | $1,388,164,000 | 107 |
| Personal trust and agency accounts, non-managed assets | $16,263,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,130,000 | 193 |
| Employee benefit-defined benefit accounts, non-managed Assets | $72,797,000 | 62 |
| Other retirement accounts, non-managed assets | $51,324,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $140,825,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $920,511,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $164,314,000 | 29 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $292,984,000 | 163 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $45,758,000 | 99 |
| 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 | $5,310,923,000 | 107 |
| Managed Assets ($) | $4,035,719,000 | 87 |
| Personal trust and agency accounts, managed assets | $1,648,028,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $173,271,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $191,723,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $475,430,000 | 65 |
| Corporate trust and agency accounts, managed assets | $4,004,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $1,042,276,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | $500,649,000 | 59 |
| Other fiduciary accounts, managed assets | $338,000 | 80 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $415,608,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,275,204,000 | 107 |
| Personal trust and agency accounts, non-managed assets | $16,321,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,979,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $67,963,000 | 59 |
| Other retirement accounts, non-managed assets | $47,688,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $103,875,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $870,873,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $150,505,000 | 28 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $287,789,000 | 156 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,714,000 | 83 |
| 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 | $5,461,485,000 | 103 |
| Managed Assets ($) | $4,122,907,000 | 84 |
| Personal trust and agency accounts, managed assets | $1,661,391,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $181,613,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $201,480,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $486,674,000 | 62 |
| Corporate trust and agency accounts, managed assets | $3,778,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $1,076,472,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $511,165,000 | 57 |
| Other fiduciary accounts, managed assets | $334,000 | 92 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $425,090,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,338,578,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $17,653,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $27,402,000 | 169 |
| Employee benefit-defined benefit accounts, non-managed Assets | $81,921,000 | 61 |
| Other retirement accounts, non-managed assets | $51,168,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $95,834,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $913,863,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $150,737,000 | 28 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $314,136,000 | 158 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $46,041,000 | 87 |
| 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 | $5,348,570,000 | 111 |
| Managed Assets ($) | $4,018,203,000 | 89 |
| Personal trust and agency accounts, managed assets | $1,664,761,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $175,819,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $198,271,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $472,652,000 | 67 |
| Corporate trust and agency accounts, managed assets | $3,570,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $1,003,862,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $498,936,000 | 61 |
| Other fiduciary accounts, managed assets | $332,000 | 81 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $414,342,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,330,367,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $16,560,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,843,000 | 154 |
| Employee benefit-defined benefit accounts, non-managed Assets | $81,437,000 | 63 |
| Other retirement accounts, non-managed assets | $48,856,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $108,983,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $898,260,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $150,428,000 | 28 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $324,259,000 | 156 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $44,146,000 | 84 |
| 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 | $5,199,882,000 | 111 |
| Managed Assets ($) | $3,877,855,000 | 90 |
| Personal trust and agency accounts, managed assets | $1,633,948,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $156,161,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $189,387,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $455,798,000 | 69 |
| Corporate trust and agency accounts, managed assets | $3,516,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $956,415,000 | 105 |
| Foundation and endowment trust and agency accounts, managed assets | $482,301,000 | 62 |
| Other fiduciary accounts, managed assets | $329,000 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $400,650,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $730,516,000 | 24 |
| Non-managed Assets ($) | $1,322,027,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $25,146,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,208,000 | 198 |
| Employee benefit-defined benefit accounts, non-managed Assets | $79,134,000 | 67 |
| Other retirement accounts, non-managed assets | $46,870,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $107,503,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | $891,457,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $147,709,000 | 26 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $318,663,000 | 172 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,633,000 | 105 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,967,695,000 | 113 |
| Managed Assets ($) | $3,679,038,000 | 89 |
| Personal trust and agency accounts, managed assets | $1,540,511,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $150,002,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $182,021,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $439,955,000 | 68 |
| Corporate trust and agency accounts, managed assets | $3,488,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $902,273,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $460,462,000 | 63 |
| Other fiduciary accounts, managed assets | $326,000 | 82 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $387,564,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,288,657,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $22,968,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,450,000 | 172 |
| Employee benefit-defined benefit accounts, non-managed Assets | $76,675,000 | 69 |
| Other retirement accounts, non-managed assets | $44,769,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $100,655,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $882,051,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $139,089,000 | 26 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $288,769,000 | 163 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $40,715,000 | 94 |
| 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 | $5,284,962,000 | 89 |
| Managed Assets ($) | $3,853,921,000 | 75 |
| Personal trust and agency accounts, managed assets | $1,626,907,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $159,187,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $192,987,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $462,757,000 | 59 |
| Corporate trust and agency accounts, managed assets | $3,408,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $922,607,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | $485,743,000 | 53 |
| Other fiduciary accounts, managed assets | $325,000 | 93 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $407,700,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,431,041,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $22,587,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,263,000 | 176 |
| Employee benefit-defined benefit accounts, non-managed Assets | $147,844,000 | 49 |
| Other retirement accounts, non-managed assets | $47,351,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $96,552,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $945,466,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $147,978,000 | 23 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $238,882,000 | 156 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $43,103,000 | 89 |
| 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 | $5,954,402,000 | 88 |
| Managed Assets ($) | $4,341,363,000 | 73 |
| Personal trust and agency accounts, managed assets | $1,824,310,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $189,127,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $216,709,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $524,972,000 | 59 |
| Corporate trust and agency accounts, managed assets | $3,456,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $1,037,038,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $545,426,000 | 51 |
| Other fiduciary accounts, managed assets | $325,000 | 83 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $461,567,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,613,039,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $24,301,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,368,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $166,462,000 | 47 |
| Other retirement accounts, non-managed assets | $55,149,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $106,128,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $1,075,189,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $159,442,000 | 22 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $255,108,000 | 151 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $50,073,000 | 80 |
| 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 | $6,235,087,000 | 85 |
| Managed Assets ($) | $4,539,708,000 | 69 |
| Personal trust and agency accounts, managed assets | $1,903,459,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $199,521,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $232,741,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $551,794,000 | 59 |
| Corporate trust and agency accounts, managed assets | $3,600,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $1,078,491,000 | 92 |
| Foundation and endowment trust and agency accounts, managed assets | $569,776,000 | 49 |
| Other fiduciary accounts, managed assets | $326,000 | 155 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $486,755,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $949,211,000 | 17 |
| Non-managed Assets ($) | $1,695,379,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $25,946,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $27,218,000 | 195 |
| Employee benefit-defined benefit accounts, non-managed Assets | $177,049,000 | 48 |
| Other retirement accounts, non-managed assets | $54,687,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $96,530,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $1,148,463,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $165,486,000 | 22 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $264,619,000 | 163 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $49,385,000 | 97 |
| 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 | $6,042,128,000 | 84 |
| Managed Assets ($) | $4,350,528,000 | 67 |
| Personal trust and agency accounts, managed assets | $1,816,072,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $201,441,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $225,718,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $533,619,000 | 57 |
| Corporate trust and agency accounts, managed assets | $3,628,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $1,016,478,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | $553,246,000 | 45 |
| Other fiduciary accounts, managed assets | $326,000 | 76 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $471,598,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,691,600,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $21,133,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,900,000 | 160 |
| Employee benefit-defined benefit accounts, non-managed Assets | $171,437,000 | 49 |
| Other retirement accounts, non-managed assets | $50,725,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $123,363,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $1,135,820,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $163,222,000 | 23 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $271,108,000 | 140 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $45,753,000 | 83 |
| 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 | $6,128,969,000 | 83 |
| Managed Assets ($) | $4,402,688,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,850,134,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $202,184,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $227,181,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $536,960,000 | 58 |
| Corporate trust and agency accounts, managed assets | $3,623,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $1,045,275,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | $537,005,000 | 46 |
| Other fiduciary accounts, managed assets | $326,000 | 88 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $474,768,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,726,281,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $21,064,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $28,171,000 | 178 |
| Employee benefit-defined benefit accounts, non-managed Assets | $173,722,000 | 50 |
| Other retirement accounts, non-managed assets | $52,655,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $96,907,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $1,178,429,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $175,333,000 | 23 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $215,308,000 | 164 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $47,642,000 | 92 |
| 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 | $5,866,010,000 | 83 |
| Managed Assets ($) | $4,237,044,000 | 69 |
| Personal trust and agency accounts, managed assets | $1,804,369,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $189,033,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $251,000,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $507,192,000 | 58 |
| Corporate trust and agency accounts, managed assets | $3,602,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $970,706,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | $510,816,000 | 45 |
| Other fiduciary accounts, managed assets | $326,000 | 79 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $448,021,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,628,966,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $19,371,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $27,623,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $133,646,000 | 52 |
| Other retirement accounts, non-managed assets | $50,880,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $94,393,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $1,133,048,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $170,005,000 | 24 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $211,014,000 | 156 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $46,075,000 | 83 |
| 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 | $5,647,382,000 | 86 |
| Managed Assets ($) | $4,088,658,000 | 71 |
| Personal trust and agency accounts, managed assets | $1,745,664,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $183,893,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $247,596,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $486,078,000 | 60 |
| Corporate trust and agency accounts, managed assets | $3,636,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $928,163,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | $493,302,000 | 47 |
| Other fiduciary accounts, managed assets | $326,000 | 145 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $429,182,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $902,416,000 | 19 |
| Non-managed Assets ($) | $1,558,724,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $19,317,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,374,000 | 197 |
| Employee benefit-defined benefit accounts, non-managed Assets | $125,823,000 | 59 |
| Other retirement accounts, non-managed assets | $49,539,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $91,276,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $1,069,644,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $176,751,000 | 25 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $206,590,000 | 170 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $44,995,000 | 99 |
| 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 | $5,230,415,000 | 85 |
| Managed Assets ($) | $3,779,022,000 | 71 |
| Personal trust and agency accounts, managed assets | $1,619,268,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $167,641,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $246,753,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $451,194,000 | 57 |
| Corporate trust and agency accounts, managed assets | $3,626,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $835,541,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | $454,673,000 | 46 |
| Other fiduciary accounts, managed assets | $326,000 | 77 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $393,650,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,451,393,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $18,206,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,366,000 | 165 |
| Employee benefit-defined benefit accounts, non-managed Assets | $114,540,000 | 58 |
| Other retirement accounts, non-managed assets | $50,264,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $64,246,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $1,017,043,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $162,728,000 | 24 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $199,294,000 | 148 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,234,000 | 86 |
| 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 | $5,047,571,000 | 84 |
| Managed Assets ($) | $3,638,626,000 | 71 |
| Personal trust and agency accounts, managed assets | $1,557,214,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $151,102,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $234,903,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $424,904,000 | 61 |
| Corporate trust and agency accounts, managed assets | $3,625,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $833,319,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | $433,236,000 | 47 |
| Other fiduciary accounts, managed assets | $323,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $371,542,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,408,945,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $17,477,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,485,000 | 187 |
| Employee benefit-defined benefit accounts, non-managed Assets | $111,725,000 | 60 |
| Other retirement accounts, non-managed assets | $58,525,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $56,561,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $978,009,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $164,163,000 | 25 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $195,898,000 | 153 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $40,655,000 | 92 |
| 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 | $4,562,214,000 | 86 |
| Managed Assets ($) | $3,279,027,000 | 72 |
| Personal trust and agency accounts, managed assets | $1,422,817,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $121,623,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $208,887,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $379,183,000 | 62 |
| Corporate trust and agency accounts, managed assets | $3,614,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $754,504,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $388,003,000 | 46 |
| Other fiduciary accounts, managed assets | $396,000 | 85 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $333,259,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,283,187,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $17,345,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,278,000 | 168 |
| Employee benefit-defined benefit accounts, non-managed Assets | $98,762,000 | 58 |
| Other retirement accounts, non-managed assets | $53,605,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $53,015,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | $891,067,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $150,115,000 | 26 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $191,933,000 | 149 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $36,149,000 | 96 |
| 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 | $5,290,787,000 | 82 |
| Managed Assets ($) | $3,821,290,000 | 70 |
| Personal trust and agency accounts, managed assets | $1,692,938,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $144,963,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $237,268,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $433,936,000 | 58 |
| Corporate trust and agency accounts, managed assets | $3,589,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $840,400,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $467,799,000 | 43 |
| Other fiduciary accounts, managed assets | $397,000 | 148 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $380,729,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $849,407,000 | 20 |
| Non-managed Assets ($) | $1,469,497,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $19,234,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,887,000 | 208 |
| Employee benefit-defined benefit accounts, non-managed Assets | $114,889,000 | 60 |
| Other retirement accounts, non-managed assets | $72,345,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $53,861,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $1,010,210,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $176,071,000 | 27 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $204,872,000 | 172 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $44,524,000 | 99 |
| 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 | $5,088,045,000 | 86 |
| Managed Assets ($) | $3,649,944,000 | 71 |
| Personal trust and agency accounts, managed assets | $1,645,112,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $157,759,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $226,987,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $405,504,000 | 64 |
| Corporate trust and agency accounts, managed assets | $3,567,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $772,275,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | $438,225,000 | 45 |
| Other fiduciary accounts, managed assets | $515,000 | 84 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $353,771,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,438,101,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $18,856,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,341,000 | 171 |
| Employee benefit-defined benefit accounts, non-managed Assets | $108,107,000 | 60 |
| Other retirement accounts, non-managed assets | $71,470,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $57,711,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | $988,783,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $171,833,000 | 27 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $221,620,000 | 153 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $44,059,000 | 84 |
| 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 | $5,095,830,000 | 83 |
| Managed Assets ($) | $3,640,996,000 | 70 |
| Personal trust and agency accounts, managed assets | $1,652,481,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $156,297,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $225,683,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $403,823,000 | 63 |
| Corporate trust and agency accounts, managed assets | $3,553,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $761,864,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | $436,779,000 | 43 |
| Other fiduciary accounts, managed assets | $516,000 | 93 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $350,624,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,454,834,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $19,243,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,759,000 | 182 |
| Employee benefit-defined benefit accounts, non-managed Assets | $109,828,000 | 62 |
| Other retirement accounts, non-managed assets | $76,052,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $64,270,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | $1,002,031,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $160,651,000 | 25 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $220,235,000 | 156 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $47,975,000 | 85 |
| 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 | $5,359,833,000 | 76 |
| Managed Assets ($) | $3,871,677,000 | 64 |
| Personal trust and agency accounts, managed assets | $1,774,731,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $161,171,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $217,583,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $452,170,000 | 52 |
| Corporate trust and agency accounts, managed assets | $3,596,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $823,036,000 | 92 |
| Foundation and endowment trust and agency accounts, managed assets | $438,874,000 | 44 |
| Other fiduciary accounts, managed assets | $516,000 | 98 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $372,689,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,488,156,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $18,889,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $46,916,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $106,797,000 | 62 |
| Other retirement accounts, non-managed assets | $92,309,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $75,876,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | $991,838,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $155,531,000 | 24 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $341,510,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $66,277,000 | 63 |
| 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 | $4,680,150,000 | 83 |
| Managed Assets ($) | $3,399,698,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,510,930,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $158,684,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $202,160,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $363,662,000 | 61 |
| Corporate trust and agency accounts, managed assets | $3,561,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $701,765,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | $458,422,000 | 44 |
| Other fiduciary accounts, managed assets | $514,000 | 144 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $292,655,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $763,470,000 | 18 |
| Non-managed Assets ($) | $1,280,452,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $23,491,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $43,808,000 | 169 |
| Employee benefit-defined benefit accounts, non-managed Assets | $97,598,000 | 63 |
| Other retirement accounts, non-managed assets | $39,735,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $73,873,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | $851,008,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $150,939,000 | 24 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $289,180,000 | 147 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $39,854,000 | 100 |
| 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 | $5,255,971,000 | 75 |
| Managed Assets ($) | $3,725,791,000 | 66 |
| Personal trust and agency accounts, managed assets | $1,667,495,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $185,988,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $225,839,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $387,116,000 | 60 |
| Corporate trust and agency accounts, managed assets | $3,513,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $757,650,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $498,175,000 | 42 |
| Other fiduciary accounts, managed assets | $15,000 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $317,429,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,530,180,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $24,622,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $117,610,000 | 122 |
| Employee benefit-defined benefit accounts, non-managed Assets | $131,244,000 | 59 |
| Other retirement accounts, non-managed assets | $45,715,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $74,473,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | $976,541,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $159,975,000 | 24 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $301,114,000 | 140 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $44,853,000 | 86 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,681,233,000 | 86 |
| Managed Assets ($) | $3,327,522,000 | 72 |
| Personal trust and agency accounts, managed assets | $1,456,016,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $175,561,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $217,616,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $320,714,000 | 69 |
| Corporate trust and agency accounts, managed assets | $3,428,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $678,206,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | $474,871,000 | 42 |
| Other fiduciary accounts, managed assets | $1,110,000 | 82 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $273,704,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,353,711,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $29,038,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,366,000 | 190 |
| Employee benefit-defined benefit accounts, non-managed Assets | $128,560,000 | 61 |
| Other retirement accounts, non-managed assets | $28,222,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $41,924,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $946,769,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $158,832,000 | 24 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $166,681,000 | 172 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,803,000 | 120 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,710,375,000 | 83 |
| Managed Assets ($) | $3,305,959,000 | 71 |
| Personal trust and agency accounts, managed assets | $1,469,110,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $178,600,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $214,500,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $308,268,000 | 72 |
| Corporate trust and agency accounts, managed assets | $3,418,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $656,139,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | $470,373,000 | 45 |
| Other fiduciary accounts, managed assets | $5,551,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $261,145,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,404,416,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $29,818,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,852,000 | 190 |
| Employee benefit-defined benefit accounts, non-managed Assets | $126,375,000 | 60 |
| Other retirement accounts, non-managed assets | $28,068,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $47,640,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | $970,500,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $182,163,000 | 24 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $167,265,000 | 170 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,377,000 | 118 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,775,143,000 | 80 |
| Managed Assets ($) | $3,354,359,000 | 69 |
| Personal trust and agency accounts, managed assets | $1,504,316,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $179,119,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $213,103,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $306,735,000 | 71 |
| Corporate trust and agency accounts, managed assets | $3,426,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $675,377,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | $468,245,000 | 44 |
| Other fiduciary accounts, managed assets | $4,038,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $260,308,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $874,379,000 | 18 |
| Non-managed Assets ($) | $1,420,784,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $29,043,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,957,000 | 211 |
| Employee benefit-defined benefit accounts, non-managed Assets | $128,020,000 | 60 |
| Other retirement accounts, non-managed assets | $28,757,000 | 111 |
| Corporate trust and agency accounts, non-managed assets | $35,107,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | $994,605,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $185,295,000 | 25 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $134,235,000 | 194 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,119,000 | 144 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,646,448,000 | 81 |
| Managed Assets ($) | $3,264,679,000 | 70 |
| Personal trust and agency accounts, managed assets | $1,482,585,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $176,454,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $203,848,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $303,789,000 | 71 |
| Corporate trust and agency accounts, managed assets | $3,433,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $642,706,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $448,070,000 | 46 |
| Other fiduciary accounts, managed assets | $3,794,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $253,282,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,381,769,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $21,944,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,202,000 | 185 |
| Employee benefit-defined benefit accounts, non-managed Assets | $123,038,000 | 59 |
| Other retirement accounts, non-managed assets | $26,239,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $45,296,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $980,052,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $165,998,000 | 25 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $107,438,000 | 197 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,288,000 | 130 |
| 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 | $4,523,297,000 | 79 |
| Managed Assets ($) | $3,201,219,000 | 69 |
| Personal trust and agency accounts, managed assets | $1,446,432,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $170,860,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $223,967,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $293,460,000 | 71 |
| Corporate trust and agency accounts, managed assets | $3,433,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $626,927,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | $436,140,000 | 48 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $244,566,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,322,078,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $21,924,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,987,000 | 186 |
| Employee benefit-defined benefit accounts, non-managed Assets | $95,286,000 | 68 |
| Other retirement accounts, non-managed assets | $25,398,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $47,202,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | $969,469,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $142,812,000 | 26 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $103,870,000 | 196 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,604,000 | 134 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,297,090,000 | 83 |
| Managed Assets ($) | $3,115,106,000 | 67 |
| Personal trust and agency accounts, managed assets | $1,454,500,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $192,327,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $197,566,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $270,079,000 | 70 |
| Corporate trust and agency accounts, managed assets | $25,130,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $385,069,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | $590,435,000 | 38 |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $112,053,000 | 124 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,181,984,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $21,943,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $27,909,000 | 177 |
| Employee benefit-defined benefit accounts, non-managed Assets | $84,656,000 | 69 |
| Other retirement accounts, non-managed assets | $6,468,000 | 205 |
| Corporate trust and agency accounts, non-managed assets | $58,389,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $916,304,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $66,315,000 | 34 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $178,935,000 | 160 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $444,000 | 340 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,164,538,000 | 83 |
| Managed Assets ($) | $3,032,400,000 | 67 |
| Personal trust and agency accounts, managed assets | $1,427,566,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $181,911,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $190,195,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $261,620,000 | 69 |
| Corporate trust and agency accounts, managed assets | $22,976,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $372,368,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | $575,162,000 | 38 |
| Other fiduciary accounts, managed assets | $602,000 | 144 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $106,866,000 | 126 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $804,175,000 | 18 |
| Non-managed Assets ($) | $1,132,138,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $21,699,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,003,000 | 189 |
| Employee benefit-defined benefit accounts, non-managed Assets | $81,811,000 | 71 |
| Other retirement accounts, non-managed assets | $6,259,000 | 303 |
| Corporate trust and agency accounts, non-managed assets | $43,092,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | $894,290,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $58,984,000 | 35 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $188,601,000 | 166 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $440,000 | 651 |
| 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 | $4,145,038,000 | 82 |
| Managed Assets ($) | $3,005,620,000 | 67 |
| Personal trust and agency accounts, managed assets | $1,398,207,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $182,768,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $191,258,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $258,132,000 | 66 |
| Corporate trust and agency accounts, managed assets | $22,934,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $376,675,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | $573,199,000 | 35 |
| Other fiduciary accounts, managed assets | $2,447,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $100,191,000 | 135 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,139,418,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $22,775,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,321,000 | 175 |
| Employee benefit-defined benefit accounts, non-managed Assets | $78,452,000 | 69 |
| Other retirement accounts, non-managed assets | $6,148,000 | 210 |
| Corporate trust and agency accounts, non-managed assets | $41,424,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $908,037,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $58,261,000 | 36 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $195,728,000 | 154 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $434,000 | 340 |
| 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 | $4,108,968,000 | 82 |
| Managed Assets ($) | $2,961,162,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,387,689,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $178,918,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $187,742,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $254,985,000 | 67 |
| Corporate trust and agency accounts, managed assets | $24,064,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $366,306,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | $559,154,000 | 35 |
| Other fiduciary accounts, managed assets | $2,304,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $97,668,000 | 136 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,147,806,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $27,138,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,206,000 | 178 |
| Employee benefit-defined benefit accounts, non-managed Assets | $77,108,000 | 70 |
| Other retirement accounts, non-managed assets | $6,008,000 | 214 |
| Corporate trust and agency accounts, non-managed assets | $52,273,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $904,787,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $57,286,000 | 35 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $208,324,000 | 145 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $429,000 | 342 |
| 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 | $4,065,586,000 | 81 |
| Managed Assets ($) | $2,919,655,000 | 67 |
| Personal trust and agency accounts, managed assets | $1,360,824,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $177,346,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $183,633,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $254,117,000 | 67 |
| Corporate trust and agency accounts, managed assets | $23,623,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $360,552,000 | 137 |
| Foundation and endowment trust and agency accounts, managed assets | $558,482,000 | 34 |
| Other fiduciary accounts, managed assets | $1,078,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $96,861,000 | 132 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,145,931,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $27,818,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,448,000 | 180 |
| Employee benefit-defined benefit accounts, non-managed Assets | $76,239,000 | 69 |
| Other retirement accounts, non-managed assets | $5,631,000 | 221 |
| Corporate trust and agency accounts, non-managed assets | $54,126,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | $902,767,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $56,902,000 | 35 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $243,748,000 | 137 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $125,000 | 345 |
| 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 | $4,106,629,000 | 77 |
| Managed Assets ($) | $2,923,550,000 | 65 |
| Personal trust and agency accounts, managed assets | $1,361,841,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $168,629,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $186,353,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $257,647,000 | 61 |
| Corporate trust and agency accounts, managed assets | $19,176,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $362,281,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | $566,642,000 | 32 |
| Other fiduciary accounts, managed assets | $981,000 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $95,507,000 | 128 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $824,932,000 | 18 |
| Non-managed Assets ($) | $1,183,079,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $29,803,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $27,488,000 | 193 |
| Employee benefit-defined benefit accounts, non-managed Assets | $75,815,000 | 71 |
| Other retirement accounts, non-managed assets | $5,050,000 | 348 |
| Corporate trust and agency accounts, non-managed assets | $61,585,000 | 55 |
| Investment management and advisory agency accounts, non-managed assets | $921,911,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $61,427,000 | 33 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $231,549,000 | 153 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $639,000 | 653 |
| 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 | $3,295,818,000 | 92 |
| Managed Assets ($) | $2,991,691,000 | 62 |
| Personal trust and agency accounts, managed assets | $1,645,999,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $161,710,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $186,323,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $234,154,000 | 67 |
| Corporate trust and agency accounts, managed assets | $21,746,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $343,127,000 | 136 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 296 |
| Other fiduciary accounts, managed assets | $398,632,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $92,487,000 | 127 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $304,127,000 | 144 |
| Personal trust and agency accounts, non-managed assets | $61,875,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,467,000 | 186 |
| Employee benefit-defined benefit accounts, non-managed Assets | $78,670,000 | 68 |
| Other retirement accounts, non-managed assets | $23,436,000 | 111 |
| Corporate trust and agency accounts, non-managed assets | $68,306,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $51,373,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $354,224,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $606,000 | 332 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,514,547,000 | 91 |
| Managed Assets ($) | $3,171,421,000 | 65 |
| Personal trust and agency accounts, managed assets | $1,756,641,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $173,959,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $200,369,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $241,683,000 | 68 |
| Corporate trust and agency accounts, managed assets | $15,720,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $360,558,000 | 136 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 295 |
| Other fiduciary accounts, managed assets | $422,491,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $87,647,000 | 141 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $343,126,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $65,360,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,023,000 | 184 |
| Employee benefit-defined benefit accounts, non-managed Assets | $83,128,000 | 68 |
| Other retirement accounts, non-managed assets | $24,835,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $76,989,000 | 55 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $70,791,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $329,244,000 | 131 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $653,000 | 332 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,510,659,000 | 90 |
| Managed Assets ($) | $3,188,055,000 | 63 |
| Personal trust and agency accounts, managed assets | $1,753,668,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $179,138,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $198,558,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $235,492,000 | 68 |
| Corporate trust and agency accounts, managed assets | $21,963,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $359,295,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 292 |
| Other fiduciary accounts, managed assets | $439,941,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $84,479,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $322,604,000 | 146 |
| Personal trust and agency accounts, non-managed assets | $71,572,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,858,000 | 184 |
| Employee benefit-defined benefit accounts, non-managed Assets | $82,679,000 | 66 |
| Other retirement accounts, non-managed assets | $24,766,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $52,444,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $70,285,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $341,505,000 | 131 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $591,000 | 335 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,493,007,000 | 90 |
| Managed Assets ($) | $3,158,070,000 | 62 |
| Personal trust and agency accounts, managed assets | $1,761,927,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $171,550,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $194,651,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $235,643,000 | 67 |
| Corporate trust and agency accounts, managed assets | $13,446,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $354,757,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other fiduciary accounts, managed assets | $426,096,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $80,795,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $867,232,000 | 18 |
| Non-managed Assets ($) | $334,937,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $68,945,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,143,000 | 217 |
| Employee benefit-defined benefit accounts, non-managed Assets | $81,606,000 | 67 |
| Other retirement accounts, non-managed assets | $26,386,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $67,306,000 | 55 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $70,551,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $347,533,000 | 141 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,201,000 | 551 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,402,537,000 | 91 |
| Managed Assets ($) | $3,048,055,000 | 65 |
| Personal trust and agency accounts, managed assets | $1,678,915,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $170,908,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $189,331,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $218,928,000 | 68 |
| Corporate trust and agency accounts, managed assets | $13,186,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $355,700,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 293 |
| Other fiduciary accounts, managed assets | $421,087,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $75,129,000 | 149 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $354,482,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $85,331,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,186,000 | 191 |
| Employee benefit-defined benefit accounts, non-managed Assets | $78,826,000 | 66 |
| Other retirement accounts, non-managed assets | $38,126,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $63,206,000 | 55 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $69,807,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $381,237,000 | 124 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,933,000 | 296 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,441,151,000 | 88 |
| Managed Assets ($) | $3,059,797,000 | 65 |
| Personal trust and agency accounts, managed assets | $1,695,573,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $175,933,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $191,023,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $219,015,000 | 66 |
| Corporate trust and agency accounts, managed assets | $12,993,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $347,557,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
| Other fiduciary accounts, managed assets | $417,703,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $70,250,000 | 158 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $381,354,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $90,431,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,037,000 | 194 |
| Employee benefit-defined benefit accounts, non-managed Assets | $79,343,000 | 65 |
| Other retirement accounts, non-managed assets | $39,189,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $82,937,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $69,417,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $402,964,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,027,000 | 294 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,365,793,000 | 89 |
| Managed Assets ($) | $2,986,273,000 | 66 |
| Personal trust and agency accounts, managed assets | $1,664,852,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $168,477,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $184,619,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $211,090,000 | 67 |
| Corporate trust and agency accounts, managed assets | $12,774,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $346,006,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 290 |
| Other fiduciary accounts, managed assets | $398,455,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $65,841,000 | 159 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $379,520,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $96,810,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,185,000 | 197 |
| Employee benefit-defined benefit accounts, non-managed Assets | $73,547,000 | 68 |
| Other retirement accounts, non-managed assets | $38,036,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $84,083,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $67,859,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $386,349,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,828,000 | 301 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,312,030,000 | 88 |
| Managed Assets ($) | $2,947,230,000 | 66 |
| Personal trust and agency accounts, managed assets | $1,643,086,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $166,186,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $182,324,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $205,655,000 | 68 |
| Corporate trust and agency accounts, managed assets | $12,434,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $353,601,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 488 |
| Other fiduciary accounts, managed assets | $383,944,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $62,179,000 | 169 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $821,990,000 | 21 |
| Non-managed Assets ($) | $364,800,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $95,921,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,234,000 | 236 |
| Employee benefit-defined benefit accounts, non-managed Assets | $77,339,000 | 69 |
| Other retirement accounts, non-managed assets | $37,747,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $69,137,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $66,422,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $377,155,000 | 131 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,822,000 | 530 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,134,476,000 | 87 |
| Managed Assets ($) | $2,783,413,000 | 66 |
| Personal trust and agency accounts, managed assets | $1,550,306,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $156,841,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $169,600,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $193,440,000 | 66 |
| Corporate trust and agency accounts, managed assets | $12,388,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $342,123,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other fiduciary accounts, managed assets | $358,715,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $55,565,000 | 168 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $351,063,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $93,229,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,191,000 | 193 |
| Employee benefit-defined benefit accounts, non-managed Assets | $72,682,000 | 70 |
| Other retirement accounts, non-managed assets | $36,635,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $67,201,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $64,125,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $367,397,000 | 124 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,747,000 | 290 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,072,013,000 | 85 |
| Managed Assets ($) | $2,712,231,000 | 66 |
| Personal trust and agency accounts, managed assets | $1,505,567,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $150,623,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $163,617,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $187,062,000 | 66 |
| Corporate trust and agency accounts, managed assets | $11,798,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $346,069,000 | 125 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other fiduciary accounts, managed assets | $347,495,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $49,552,000 | 172 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $359,782,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $90,103,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,272,000 | 193 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,561,000 | 70 |
| Other retirement accounts, non-managed assets | $32,826,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $81,837,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $68,183,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $368,652,000 | 119 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,664,000 | 287 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,075,596,000 | 86 |
| Managed Assets ($) | $2,724,177,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,506,126,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $148,334,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $163,966,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $186,098,000 | 63 |
| Corporate trust and agency accounts, managed assets | $11,471,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $357,662,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
| Other fiduciary accounts, managed assets | $350,520,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $44,904,000 | 184 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $351,419,000 | 131 |
| Personal trust and agency accounts, non-managed assets | $93,122,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,687,000 | 199 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,150,000 | 70 |
| Other retirement accounts, non-managed assets | $35,729,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $69,287,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $67,444,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $375,527,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,732,000 | 291 |
| 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 | $2,878,773,000 | 89 |
| Managed Assets ($) | $2,552,300,000 | 69 |
| Personal trust and agency accounts, managed assets | $1,407,008,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $137,888,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $147,360,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $174,535,000 | 65 |
| Corporate trust and agency accounts, managed assets | $12,127,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $340,141,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 479 |
| Other fiduciary accounts, managed assets | $333,241,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $41,248,000 | 188 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $723,764,000 | 21 |
| Non-managed Assets ($) | $326,473,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $89,459,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,126,000 | 247 |
| Employee benefit-defined benefit accounts, non-managed Assets | $66,596,000 | 72 |
| Other retirement accounts, non-managed assets | $35,235,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $55,379,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $64,678,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $359,782,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,719,000 | 527 |
| 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 | $2,870,362,000 | 88 |
| Managed Assets ($) | $2,544,580,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,409,429,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $136,267,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $139,610,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $176,958,000 | 61 |
| Corporate trust and agency accounts, managed assets | $10,451,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $348,603,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $323,262,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $38,860,000 | 193 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $325,782,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $87,324,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,922,000 | 189 |
| Employee benefit-defined benefit accounts, non-managed Assets | $66,218,000 | 73 |
| Other retirement accounts, non-managed assets | $37,613,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $55,723,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $63,982,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $366,256,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,612,000 | 280 |
| 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 | $2,788,815,000 | 88 |
| Managed Assets ($) | $2,469,903,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,355,161,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $130,523,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $108,417,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $169,151,000 | 62 |
| Corporate trust and agency accounts, managed assets | $23,719,000 | 26 |
| Investment management and investment advisory agency accounts, managed assets | $373,011,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $309,921,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $34,024,000 | 206 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $318,912,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $87,146,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,871,000 | 193 |
| Employee benefit-defined benefit accounts, non-managed Assets | $63,643,000 | 73 |
| Other retirement accounts, non-managed assets | $37,479,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $54,007,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $62,766,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $344,925,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,125,000 | 268 |
| 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 | $2,808,650,000 | 87 |
| Managed Assets ($) | $2,498,888,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,370,050,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $141,891,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $112,130,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $170,755,000 | 62 |
| Corporate trust and agency accounts, managed assets | $11,123,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $375,932,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other fiduciary accounts, managed assets | $317,007,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $29,854,000 | 209 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $309,762,000 | 131 |
| Personal trust and agency accounts, non-managed assets | $91,156,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,180,000 | 193 |
| Employee benefit-defined benefit accounts, non-managed Assets | $65,455,000 | 73 |
| Other retirement accounts, non-managed assets | $38,016,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $36,344,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $64,611,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $355,584,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,568,000 | 277 |
| 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 | $2,652,569,000 | 88 |
| Managed Assets ($) | $2,355,700,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,267,270,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $124,405,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $104,285,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $163,832,000 | 59 |
| Corporate trust and agency accounts, managed assets | $10,466,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $383,901,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 471 |
| Other fiduciary accounts, managed assets | $301,541,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $26,820,000 | 229 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $691,687,000 | 25 |
| Non-managed Assets ($) | $296,869,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $86,231,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,789,000 | 247 |
| Employee benefit-defined benefit accounts, non-managed Assets | $59,203,000 | 75 |
| Other retirement accounts, non-managed assets | $34,074,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $41,427,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $62,145,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $320,782,000 | 140 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,502,000 | 538 |
| 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 | $2,488,054,000 | 92 |
| Managed Assets ($) | $2,212,308,000 | 69 |
| Personal trust and agency accounts, managed assets | $1,173,275,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $116,733,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $93,724,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $159,825,000 | 62 |
| Corporate trust and agency accounts, managed assets | $14,659,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $378,401,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
| Other fiduciary accounts, managed assets | $275,691,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $24,297,000 | 218 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $275,746,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $79,268,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,948,000 | 188 |
| Employee benefit-defined benefit accounts, non-managed Assets | $55,755,000 | 75 |
| Other retirement accounts, non-managed assets | $31,868,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $34,046,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $60,861,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $301,164,000 | 131 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,343,000 | 271 |
| 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 | $2,703,575,000 | 91 |
| Managed Assets ($) | $2,407,271,000 | 70 |
| Personal trust and agency accounts, managed assets | $1,276,124,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $124,867,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $105,814,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $176,895,000 | 60 |
| Corporate trust and agency accounts, managed assets | $12,343,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $412,450,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 261 |
| Other fiduciary accounts, managed assets | $298,778,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $24,153,000 | 228 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $296,304,000 | 131 |
| Personal trust and agency accounts, non-managed assets | $86,218,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,520,000 | 192 |
| Employee benefit-defined benefit accounts, non-managed Assets | $60,732,000 | 74 |
| Other retirement accounts, non-managed assets | $36,559,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $31,425,000 | 63 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $65,850,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $325,745,000 | 127 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,401,000 | 274 |
| 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 | $2,709,515,000 | 89 |
| Managed Assets ($) | $2,416,656,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,275,108,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $131,934,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $108,947,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $179,332,000 | 57 |
| Corporate trust and agency accounts, managed assets | $12,227,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $407,033,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other fiduciary accounts, managed assets | $302,075,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $21,017,000 | 229 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $292,859,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $88,743,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,511,000 | 193 |
| Employee benefit-defined benefit accounts, non-managed Assets | $60,842,000 | 73 |
| Other retirement accounts, non-managed assets | $35,708,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $41,658,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $50,397,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $352,391,000 | 125 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $504,000 | 312 |
| 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 | $2,603,572,000 | 91 |
| Managed Assets ($) | $2,320,820,000 | 70 |
| Personal trust and agency accounts, managed assets | $1,217,617,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $123,412,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $107,619,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $172,447,000 | 58 |
| Corporate trust and agency accounts, managed assets | $10,528,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $396,561,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
| Other fiduciary accounts, managed assets | $292,636,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $17,494,000 | 283 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $693,902,000 | 26 |
| Non-managed Assets ($) | $282,752,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $86,770,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,697,000 | 249 |
| Employee benefit-defined benefit accounts, non-managed Assets | $57,080,000 | 76 |
| Other retirement accounts, non-managed assets | $34,888,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $39,281,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $50,036,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $234,503,000 | 162 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $491,000 | 715 |
| 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 | $2,457,183,000 | 94 |
| Managed Assets ($) | $2,214,756,000 | 70 |
| Personal trust and agency accounts, managed assets | $1,132,209,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $115,602,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $98,730,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $166,210,000 | 59 |
| Corporate trust and agency accounts, managed assets | $10,180,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $403,836,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $287,989,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $14,692,000 | 240 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $242,427,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $67,970,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,718,000 | 199 |
| Employee benefit-defined benefit accounts, non-managed Assets | $53,723,000 | 71 |
| Other retirement accounts, non-managed assets | $33,989,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $26,569,000 | 67 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $46,458,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $340,751,000 | 127 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $523,000 | 296 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,294,754,000 | 96 |
| Managed Assets ($) | $2,068,846,000 | 71 |
| Personal trust and agency accounts, managed assets | $1,048,937,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $106,890,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $90,955,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $156,736,000 | 56 |
| Corporate trust and agency accounts, managed assets | $9,273,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $385,004,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $271,051,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $10,617,000 | 249 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $225,908,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $63,720,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,444,000 | 199 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,868,000 | 72 |
| Other retirement accounts, non-managed assets | $31,970,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $20,885,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $46,021,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $319,530,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $491,000 | 290 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,429,226,000 | 96 |
| Managed Assets ($) | $2,182,909,000 | 70 |
| Personal trust and agency accounts, managed assets | $1,113,931,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $114,027,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $99,182,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $164,819,000 | 53 |
| Corporate trust and agency accounts, managed assets | $9,103,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $400,642,000 | 92 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 259 |
| Other fiduciary accounts, managed assets | $281,205,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $7,913,000 | 264 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $246,317,000 | 151 |
| Personal trust and agency accounts, non-managed assets | $66,780,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,353,000 | 196 |
| Employee benefit-defined benefit accounts, non-managed Assets | $54,155,000 | 76 |
| Other retirement accounts, non-managed assets | $33,948,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $28,634,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $49,447,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $349,461,000 | 125 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $145,000 | 296 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,342,325,000 | 99 |
| Managed Assets ($) | $2,100,431,000 | 74 |
| Personal trust and agency accounts, managed assets | $1,074,753,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $109,446,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $96,312,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $156,259,000 | 55 |
| Corporate trust and agency accounts, managed assets | $9,636,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $384,296,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 453 |
| Other fiduciary accounts, managed assets | $269,729,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $869,000 | 568 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $241,894,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $65,693,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,831,000 | 263 |
| Employee benefit-defined benefit accounts, non-managed Assets | $51,821,000 | 78 |
| Other retirement accounts, non-managed assets | $32,666,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $24,604,000 | 93 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $55,279,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $233,648,000 | 164 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 794 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,251,813,000 | 102 |
| Managed Assets ($) | $2,008,743,000 | 76 |
| Personal trust and agency accounts, managed assets | $1,049,734,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $107,020,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $89,312,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $153,361,000 | 56 |
| Corporate trust and agency accounts, managed assets | $9,250,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $339,650,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $260,416,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $243,070,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $67,501,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,577,000 | 199 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,189,000 | 76 |
| Other retirement accounts, non-managed assets | $31,706,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $27,949,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $55,148,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $327,570,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,073,687,000 | 105 |
| Managed Assets ($) | $1,837,348,000 | 79 |
| Personal trust and agency accounts, managed assets | $959,126,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $96,755,000 | 70 |
| Employee benefit-defined benefit accounts, managed assets | $81,399,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $140,110,000 | 59 |
| Corporate trust and agency accounts, managed assets | $8,395,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $311,635,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $239,928,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $236,339,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $71,537,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,555,000 | 205 |
| Employee benefit-defined benefit accounts, non-managed Assets | $45,140,000 | 75 |
| Other retirement accounts, non-managed assets | $27,165,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $30,648,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $51,294,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $294,890,000 | 145 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,981,093,000 | 105 |
| Managed Assets ($) | $1,736,932,000 | 78 |
| Personal trust and agency accounts, managed assets | $907,018,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $86,567,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $74,071,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $127,613,000 | 57 |
| Corporate trust and agency accounts, managed assets | $5,315,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $287,911,000 | 125 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $248,437,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $244,161,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $69,210,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,960,000 | 209 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,896,000 | 74 |
| Other retirement accounts, non-managed assets | $25,258,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $53,589,000 | 67 |
| 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 | $45,248,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $278,893,000 | 144 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,107,164,000 | 108 |
| Managed Assets ($) | $1,852,053,000 | 80 |
| Personal trust and agency accounts, managed assets | $975,322,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $88,298,000 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $79,619,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $135,531,000 | 59 |
| Corporate trust and agency accounts, managed assets | $5,629,000 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $297,717,000 | 125 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $269,937,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $255,111,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $76,881,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,719,000 | 291 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,397,000 | 86 |
| Other retirement accounts, non-managed assets | $27,684,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $53,503,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $46,927,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $293,046,000 | 150 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,244,507,000 | 106 |
| Managed Assets ($) | $1,946,369,000 | 81 |
| Personal trust and agency accounts, managed assets | $1,094,054,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $102,881,000 | 70 |
| Employee benefit-defined benefit accounts, managed assets | $84,043,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $152,844,000 | 60 |
| Corporate trust and agency accounts, managed assets | $4,647,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $322,698,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $185,202,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $298,138,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $82,035,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,239,000 | 224 |
| Employee benefit-defined benefit accounts, non-managed Assets | $47,666,000 | 86 |
| Other retirement accounts, non-managed assets | $33,756,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $47,088,000 | 73 |
| 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 | $77,354,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $488,007,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,419,905,000 | 105 |
| Managed Assets ($) | $2,206,127,000 | 81 |
| Personal trust and agency accounts, managed assets | $1,260,512,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $126,051,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $90,931,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $164,731,000 | 62 |
| Corporate trust and agency accounts, managed assets | $4,912,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $447,995,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $110,995,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $213,778,000 | 170 |
| Personal trust and agency accounts, non-managed assets | $42,092,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,064,000 | 226 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,532,000 | 88 |
| Other retirement accounts, non-managed assets | $32,591,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $51,843,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $25,656,000 | 62 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $501,863,000 | 122 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,429,169,000 | 109 |
| Managed Assets ($) | $2,214,135,000 | 82 |
| Personal trust and agency accounts, managed assets | $1,280,819,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $109,252,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $92,691,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $169,654,000 | 60 |
| Corporate trust and agency accounts, managed assets | $10,536,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $438,792,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $112,391,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $215,034,000 | 173 |
| Personal trust and agency accounts, non-managed assets | $44,143,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,041,000 | 237 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,123,000 | 93 |
| Other retirement accounts, non-managed assets | $28,668,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $56,340,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $24,719,000 | 66 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $521,883,000 | 125 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,524,119,000 | 108 |
| Managed Assets ($) | $2,330,739,000 | 79 |
| Personal trust and agency accounts, managed assets | $1,359,718,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $116,396,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $97,826,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $179,882,000 | 55 |
| Corporate trust and agency accounts, managed assets | $9,871,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $447,760,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $119,286,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $193,380,000 | 184 |
| Personal trust and agency accounts, non-managed assets | $40,977,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,423,000 | 312 |
| Employee benefit-defined benefit accounts, non-managed Assets | $52,475,000 | 95 |
| Other retirement accounts, non-managed assets | $30,463,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $55,336,000 | 78 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $2,706,000 | 112 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $560,026,000 | 124 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,567,690,000 | 107 |
| Managed Assets ($) | $2,188,879,000 | 81 |
| Personal trust and agency accounts, managed assets | $1,490,902,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,093,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $91,933,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $140,019,000 | 64 |
| Corporate trust and agency accounts, managed assets | $4,620,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $367,403,000 | 125 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $16,909,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $378,811,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $51,062,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $71,679,000 | 139 |
| Employee benefit-defined benefit accounts, non-managed Assets | $48,850,000 | 97 |
| Other retirement accounts, non-managed assets | $158,485,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $48,046,000 | 70 |
| 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 | $689,000 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $561,488,000 | 122 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,498,293,000 | 112 |
| Managed Assets ($) | $2,133,129,000 | 82 |
| Personal trust and agency accounts, managed assets | $1,460,290,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $81,312,000 | 97 |
| Employee benefit-defined benefit accounts, managed assets | $89,352,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $136,618,000 | 65 |
| Corporate trust and agency accounts, managed assets | $6,439,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $344,283,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $14,835,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $365,164,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $52,609,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $69,711,000 | 145 |
| Employee benefit-defined benefit accounts, non-managed Assets | $48,590,000 | 97 |
| Other retirement accounts, non-managed assets | $157,831,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $35,760,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $663,000 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $543,170,000 | 129 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,428,223,000 | 110 |
| Managed Assets ($) | $2,053,218,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,399,553,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $78,549,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $87,640,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $133,467,000 | 62 |
| Corporate trust and agency accounts, managed assets | $6,131,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $330,938,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $16,940,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $375,005,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $54,669,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $65,974,000 | 149 |
| Employee benefit-defined benefit accounts, non-managed Assets | $46,631,000 | 96 |
| Other retirement accounts, non-managed assets | $163,481,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $43,601,000 | 78 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $649,000 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $543,820,000 | 129 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,431,015,000 | 106 |
| Managed Assets ($) | $2,063,645,000 | 79 |
| Personal trust and agency accounts, managed assets | $1,404,871,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,211,000 | 102 |
| Employee benefit-defined benefit accounts, managed assets | $88,737,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $137,680,000 | 60 |
| Corporate trust and agency accounts, managed assets | $6,125,000 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $332,448,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $16,573,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $367,370,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $54,728,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $66,244,000 | 148 |
| Employee benefit-defined benefit accounts, non-managed Assets | $46,192,000 | 97 |
| Other retirement accounts, non-managed assets | $152,272,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $47,272,000 | 82 |
| 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 | $662,000 | 145 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $545,605,000 | 131 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,343,819,000 | 113 |
| Managed Assets ($) | $1,993,552,000 | 83 |
| Personal trust and agency accounts, managed assets | $1,358,676,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,469,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $81,618,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $134,463,000 | 65 |
| Corporate trust and agency accounts, managed assets | $5,831,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $322,758,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $15,737,000 | 60 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $350,267,000 | 145 |
| Personal trust and agency accounts, non-managed assets | $51,828,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,780,000 | 143 |
| Employee benefit-defined benefit accounts, non-managed Assets | $43,231,000 | 99 |
| Other retirement accounts, non-managed assets | $142,524,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $48,278,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $626,000 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $504,622,000 | 134 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,278,874,000 | 115 |
| Managed Assets ($) | $1,934,134,000 | 90 |
| Personal trust and agency accounts, managed assets | $1,316,940,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $73,790,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $79,471,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $132,569,000 | 67 |
| Corporate trust and agency accounts, managed assets | $5,664,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $312,342,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $13,358,000 | 66 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $344,740,000 | 151 |
| Personal trust and agency accounts, non-managed assets | $52,117,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,897,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,487,000 | 105 |
| Other retirement accounts, non-managed assets | $143,925,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $41,711,000 | 82 |
| 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 | $603,000 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $518,447,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,351,850,000 | 115 |
| Managed Assets ($) | $1,997,038,000 | 88 |
| Personal trust and agency accounts, managed assets | $1,358,242,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,806,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $81,968,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $139,172,000 | 64 |
| Corporate trust and agency accounts, managed assets | $10,132,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $319,001,000 | 136 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $13,717,000 | 70 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $354,812,000 | 153 |
| Personal trust and agency accounts, non-managed assets | $53,739,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,187,000 | 153 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,673,000 | 105 |
| Other retirement accounts, non-managed assets | $139,465,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $55,140,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $608,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $519,279,000 | 137 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,289,093,000 | 117 |
| Managed Assets ($) | $1,981,004,000 | 87 |
| Personal trust and agency accounts, managed assets | $1,338,812,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,025,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $79,938,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $133,240,000 | 64 |
| Corporate trust and agency accounts, managed assets | $5,505,000 | 103 |
| Investment management and investment advisory agency accounts, managed assets | $337,523,000 | 132 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $13,961,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $308,089,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $48,094,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $60,129,000 | 162 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,801,000 | 109 |
| Other retirement accounts, non-managed assets | $97,686,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $60,803,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $576,000 | 154 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $310,370,000 | 161 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,295,180,000 | 114 |
| Managed Assets ($) | $1,963,556,000 | 87 |
| Personal trust and agency accounts, managed assets | $1,333,061,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $70,706,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $73,665,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $135,359,000 | 64 |
| Corporate trust and agency accounts, managed assets | $5,546,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $330,991,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $14,228,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $331,624,000 | 156 |
| Personal trust and agency accounts, non-managed assets | $45,956,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $59,236,000 | 150 |
| Employee benefit-defined benefit accounts, non-managed Assets | $39,750,000 | 105 |
| Other retirement accounts, non-managed assets | $127,472,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $58,621,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $589,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $303,812,000 | 153 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,261,239,000 | 112 |
| Managed Assets ($) | $1,946,216,000 | 85 |
| Personal trust and agency accounts, managed assets | $1,309,032,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $70,109,000 | 102 |
| Employee benefit-defined benefit accounts, managed assets | $72,707,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $134,859,000 | 60 |
| Corporate trust and agency accounts, managed assets | $5,477,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $339,784,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $14,248,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $315,023,000 | 153 |
| Personal trust and agency accounts, non-managed assets | $46,446,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $58,534,000 | 142 |
| Employee benefit-defined benefit accounts, non-managed Assets | $39,219,000 | 104 |
| Other retirement accounts, non-managed assets | $124,812,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $45,438,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $574,000 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $296,675,000 | 153 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,298,951,000 | 115 |
| Managed Assets ($) | $1,914,119,000 | 90 |
| Personal trust and agency accounts, managed assets | $1,280,816,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $69,152,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $72,050,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $134,977,000 | 66 |
| Corporate trust and agency accounts, managed assets | $5,389,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $337,358,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $14,377,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $384,832,000 | 148 |
| Personal trust and agency accounts, non-managed assets | $42,256,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,448,000 | 141 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,302,000 | 106 |
| Other retirement accounts, non-managed assets | $184,403,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $61,864,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $559,000 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $290,678,000 | 157 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,357,376,000 | 116 |
| Managed Assets ($) | $1,925,898,000 | 92 |
| Personal trust and agency accounts, managed assets | $1,296,454,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $69,524,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $75,514,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $140,211,000 | 67 |
| Corporate trust and agency accounts, managed assets | $5,453,000 | 97 |
| Investment management and investment advisory agency accounts, managed assets | $338,169,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $573,000 | 192 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $431,478,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $44,222,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,389,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $37,642,000 | 114 |
| Other retirement accounts, non-managed assets | $213,182,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $80,470,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $573,000 | 168 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $307,418,000 | 166 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,253,304,000 | 120 |
| Managed Assets ($) | $1,851,207,000 | 89 |
| Personal trust and agency accounts, managed assets | $1,247,863,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $66,608,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $67,983,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $140,180,000 | 63 |
| Corporate trust and agency accounts, managed assets | $5,273,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $322,500,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $800,000 | 97 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $402,097,000 | 151 |
| Personal trust and agency accounts, non-managed assets | $44,104,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $52,061,000 | 146 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,367,000 | 110 |
| Other retirement accounts, non-managed assets | $179,208,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $90,824,000 | 70 |
| 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 | $533,000 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $340,920,000 | 156 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,236,067,000 | 121 |
| Managed Assets ($) | $1,862,492,000 | 92 |
| Personal trust and agency accounts, managed assets | $1,276,320,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $68,775,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $69,770,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $144,956,000 | 63 |
| Corporate trust and agency accounts, managed assets | $5,154,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $297,322,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $195,000 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $373,575,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $44,516,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $67,258,000 | 132 |
| Employee benefit-defined benefit accounts, non-managed Assets | $34,933,000 | 108 |
| Other retirement accounts, non-managed assets | $136,984,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $89,361,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $523,000 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $341,917,000 | 159 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,240,571,000 | 120 |
| Managed Assets ($) | $1,852,414,000 | 95 |
| Personal trust and agency accounts, managed assets | $1,281,206,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $70,049,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $69,804,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $144,069,000 | 63 |
| Corporate trust and agency accounts, managed assets | $2,525,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $284,510,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $251,000 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $388,157,000 | 151 |
| Personal trust and agency accounts, non-managed assets | $38,503,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $68,871,000 | 132 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,486,000 | 110 |
| Other retirement accounts, non-managed assets | $141,298,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $103,472,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $527,000 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $487,747,000 | 141 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,313,386,000 | 124 |
| Managed Assets ($) | $2,016,740,000 | 89 |
| Personal trust and agency accounts, managed assets | $1,284,406,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $68,471,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $70,778,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $237,690,000 | 48 |
| Corporate trust and agency accounts, managed assets | $2,225,000 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $353,170,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $296,646,000 | 169 |
| Personal trust and agency accounts, non-managed assets | $37,707,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $66,474,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $34,302,000 | 116 |
| Other retirement accounts, non-managed assets | $55,281,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $102,361,000 | 83 |
| 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 | $521,000 | 175 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,043,128,000 | 113 |
| 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 | $2,078,262,000 | 130 |
| Managed Assets ($) | $1,785,616,000 | 98 |
| Personal trust and agency accounts, managed assets | $1,198,907,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,893,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $65,245,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $126,757,000 | 67 |
| Corporate trust and agency accounts, managed assets | $2,082,000 | 82 |
| Investment management and investment advisory agency accounts, managed assets | $329,732,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $292,646,000 | 172 |
| Personal trust and agency accounts, non-managed assets | $36,975,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $60,588,000 | 151 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,545,000 | 120 |
| Other retirement accounts, non-managed assets | $50,756,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $112,303,000 | 83 |
| 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 | $479,000 | 122 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $958,279,000 | 117 |
| 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 | $2,016,869,000 | 135 |
| Managed Assets ($) | $1,738,394,000 | 99 |
| Personal trust and agency accounts, managed assets | $1,166,727,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $61,681,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $64,512,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $123,911,000 | 69 |
| Corporate trust and agency accounts, managed assets | $2,089,000 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $319,474,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $278,475,000 | 176 |
| Personal trust and agency accounts, non-managed assets | $34,072,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,277,000 | 152 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,587,000 | 121 |
| Other retirement accounts, non-managed assets | $49,196,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $105,870,000 | 90 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $473,000 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $918,599,000 | 119 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,868,129,000 | 137 |
| Managed Assets ($) | $1,601,880,000 | 106 |
| Personal trust and agency accounts, managed assets | $1,077,831,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $56,541,000 | 136 |
| Employee benefit-defined benefit accounts, managed assets | $58,367,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $112,422,000 | 72 |
| Corporate trust and agency accounts, managed assets | $1,902,000 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $294,817,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $266,249,000 | 183 |
| Personal trust and agency accounts, non-managed assets | $31,484,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $49,011,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,500,000 | 123 |
| Other retirement accounts, non-managed assets | $44,974,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $111,844,000 | 95 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $436,000 | 122 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $857,807,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,874,286,000 | 136 |
| Managed Assets ($) | $1,655,155,000 | 105 |
| Personal trust and agency accounts, managed assets | $1,097,365,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $59,384,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $59,808,000 | 95 |
| Other employee benefit and retirement-related accounts, managed assets | $113,196,000 | 72 |
| Corporate trust and agency accounts, managed assets | $1,947,000 | 180 |
| Investment management and investment advisory agency accounts, managed assets | $323,454,000 | 111 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $219,131,000 | 198 |
| Personal trust and agency accounts, non-managed assets | $31,993,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $48,525,000 | 162 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,963,000 | 125 |
| Other retirement accounts, non-managed assets | $46,969,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $63,228,000 | 105 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $453,000 | 186 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $869,186,000 | 124 |
| 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 | $2,303,534,000 | 114 |
| Managed Assets ($) | $2,214,833,000 | 87 |
| Personal trust and agency accounts, managed assets | $1,303,629,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $147,083,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $70,442,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $180,492,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $513,187,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $88,701,000 | 259 |
| Personal trust and agency accounts, non-managed assets | $29,526,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,459,000 | 547 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $10,892,000 | 235 |
| Corporate trust and agency accounts, non-managed assets | $46,311,000 | 123 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $513,000 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,011,735,000 | 108 |
| 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 |