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Associated Bank, Total Fiduciary and Related Assets

2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$14,845,997,00053
Managed Assets ($)$11,561,041,00036
Personal trust and agency accounts, managed assets$3,396,969,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,058,401,0006
Employee benefit-defined benefit accounts, managed assets$413,869,00027
Other employee benefit and retirement-related accounts, managed assets$1,081,487,00029
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$2,089,300,00059
Foundation and endowment trust and agency accounts, managed assets$521,015,00050
Other fiduciary accounts, managed assets$0122
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$1,069,323,00026
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,284,956,00060
Personal trust and agency accounts, non-managed assets$494,931,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,378,466,00037
Employee benefit-defined benefit accounts, non-managed Assets$110,014,00054
Other retirement accounts, non-managed assets$21,570,000123
Corporate trust and agency accounts, non-managed assets$1,094,479,00028
Investment management and advisory agency accounts, non-managed assets$120,231,00037
Foundation and endowment trust and agency accounts, non-managed assets$65,265,00032
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$10,815,724,00049
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$21,570,000138
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$16,626,323,00051
Managed Assets ($)$12,937,120,00036
Personal trust and agency accounts, managed assets$3,730,859,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,747,873,0006
Employee benefit-defined benefit accounts, managed assets$474,760,00027
Other employee benefit and retirement-related accounts, managed assets$1,193,633,00029
Corporate trust and agency accounts, managed assets$068
Investment management and investment advisory agency accounts, managed assets$2,242,183,00058
Foundation and endowment trust and agency accounts, managed assets$547,812,00050
Other fiduciary accounts, managed assets$0100
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$1,180,501,00026
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,689,203,00059
Personal trust and agency accounts, non-managed assets$526,492,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,573,897,00037
Employee benefit-defined benefit accounts, non-managed Assets$119,855,00053
Other retirement accounts, non-managed assets$23,174,000116
Corporate trust and agency accounts, non-managed assets$1,234,957,00028
Investment management and advisory agency accounts, non-managed assets$140,978,00034
Foundation and endowment trust and agency accounts, non-managed assets$69,850,00033
Other fiduciary accounts, non-managed assets$087
Memoranda
Custody and safekeeping accounts, non-managed assets$12,386,937,00047
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$23,174,000131
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$17,526,310,00048
Managed Assets ($)$13,679,176,00036
Personal trust and agency accounts, managed assets$3,915,465,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,071,002,0005
Employee benefit-defined benefit accounts, managed assets$509,739,00028
Other employee benefit and retirement-related accounts, managed assets$1,264,258,00028
Corporate trust and agency accounts, managed assets$0151
Investment management and investment advisory agency accounts, managed assets$2,343,085,00056
Foundation and endowment trust and agency accounts, managed assets$575,627,00048
Other fiduciary accounts, managed assets$0216
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$1,249,912,00024
Investments of managed fiduciary accts in advised or sponsored mutual funds$040
Non-managed Assets ($)$3,847,134,00058
Personal trust and agency accounts, non-managed assets$528,964,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,975,211,00032
Employee benefit-defined benefit accounts, non-managed Assets$130,381,00055
Other retirement accounts, non-managed assets$23,925,000138
Corporate trust and agency accounts, non-managed assets$963,753,00030
Investment management and advisory agency accounts, non-managed assets$150,207,00035
Foundation and endowment trust and agency accounts, non-managed assets$74,693,00031
Other fiduciary accounts, non-managed assets$0161
Memoranda
Custody and safekeeping accounts, non-managed assets$12,625,583,00048
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$23,925,000174
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$16,907,905,00047
Managed Assets ($)$13,291,596,00036
Personal trust and agency accounts, managed assets$3,810,757,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,044,997,0004
Employee benefit-defined benefit accounts, managed assets$499,808,00028
Other employee benefit and retirement-related accounts, managed assets$1,209,074,00028
Corporate trust and agency accounts, managed assets$068
Investment management and investment advisory agency accounts, managed assets$2,176,043,00060
Foundation and endowment trust and agency accounts, managed assets$550,917,00046
Other fiduciary accounts, managed assets$094
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$1,203,084,00023
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,616,309,00057
Personal trust and agency accounts, non-managed assets$524,525,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,907,507,00033
Employee benefit-defined benefit accounts, non-managed Assets$128,351,00056
Other retirement accounts, non-managed assets$24,043,000114
Corporate trust and agency accounts, non-managed assets$957,600,00030
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$74,283,00030
Other fiduciary accounts, non-managed assets$086
Memoranda
Custody and safekeeping accounts, non-managed assets$11,813,742,00045
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$24,043,000128
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$16,847,858,00049
Managed Assets ($)$13,264,365,00036
Personal trust and agency accounts, managed assets$3,783,746,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,106,036,0004
Employee benefit-defined benefit accounts, managed assets$502,280,00029
Other employee benefit and retirement-related accounts, managed assets$1,192,695,00027
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$2,116,709,00060
Foundation and endowment trust and agency accounts, managed assets$562,899,00044
Other fiduciary accounts, managed assets$0110
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$1,186,685,00022
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,583,493,00058
Personal trust and agency accounts, non-managed assets$528,858,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,916,446,00032
Employee benefit-defined benefit accounts, non-managed Assets$130,236,00058
Other retirement accounts, non-managed assets$25,900,000120
Corporate trust and agency accounts, non-managed assets$906,969,00031
Investment management and advisory agency accounts, non-managed assets$0215
Foundation and endowment trust and agency accounts, non-managed assets$75,084,00032
Other fiduciary accounts, non-managed assets$094
Memoranda
Custody and safekeeping accounts, non-managed assets$11,105,829,00047
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$25,900,000137
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$16,363,288,00050
Managed Assets ($)$12,666,011,00036
Personal trust and agency accounts, managed assets$3,605,772,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,880,220,0004
Employee benefit-defined benefit accounts, managed assets$482,506,00028
Other employee benefit and retirement-related accounts, managed assets$1,115,098,00028
Corporate trust and agency accounts, managed assets$065
Investment management and investment advisory agency accounts, managed assets$2,025,181,00059
Foundation and endowment trust and agency accounts, managed assets$557,234,00044
Other fiduciary accounts, managed assets$095
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$1,109,459,00024
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,697,277,00059
Personal trust and agency accounts, non-managed assets$519,435,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,817,045,00032
Employee benefit-defined benefit accounts, non-managed Assets$126,266,00055
Other retirement accounts, non-managed assets$24,918,000113
Corporate trust and agency accounts, non-managed assets$1,138,450,00029
Investment management and advisory agency accounts, non-managed assets$0186
Foundation and endowment trust and agency accounts, non-managed assets$71,163,00032
Other fiduciary accounts, non-managed assets$081
Memoranda
Custody and safekeeping accounts, non-managed assets$10,986,260,00045
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$24,918,000126
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$15,480,896,00051
Managed Assets ($)$12,186,550,00036
Personal trust and agency accounts, managed assets$3,459,427,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,739,880,0004
Employee benefit-defined benefit accounts, managed assets$482,372,00028
Other employee benefit and retirement-related accounts, managed assets$1,082,219,00028
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$1,872,951,00064
Foundation and endowment trust and agency accounts, managed assets$549,701,00044
Other fiduciary accounts, managed assets$0209
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$1,069,967,00024
Investments of managed fiduciary accts in advised or sponsored mutual funds$044
Non-managed Assets ($)$3,294,346,00060
Personal trust and agency accounts, non-managed assets$500,677,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,759,292,00033
Employee benefit-defined benefit accounts, non-managed Assets$126,485,00058
Other retirement accounts, non-managed assets$23,612,000134
Corporate trust and agency accounts, non-managed assets$816,271,00031
Investment management and advisory agency accounts, non-managed assets$0352
Foundation and endowment trust and agency accounts, non-managed assets$68,009,00034
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$10,919,303,00046
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$23,612,000168
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$14,172,460,00051
Managed Assets ($)$11,177,984,00035
Personal trust and agency accounts, managed assets$3,270,260,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,237,369,0004
Employee benefit-defined benefit accounts, managed assets$448,787,00028
Other employee benefit and retirement-related accounts, managed assets$989,328,00027
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$1,778,345,00062
Foundation and endowment trust and agency accounts, managed assets$453,895,00047
Other fiduciary accounts, managed assets$099
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$977,635,00023
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,994,476,00060
Personal trust and agency accounts, non-managed assets$482,968,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,584,783,00035
Employee benefit-defined benefit accounts, non-managed Assets$119,450,00056
Other retirement accounts, non-managed assets$25,013,000107
Corporate trust and agency accounts, non-managed assets$721,761,00032
Investment management and advisory agency accounts, non-managed assets$0192
Foundation and endowment trust and agency accounts, non-managed assets$60,501,00034
Other fiduciary accounts, non-managed assets$080
Memoranda
Custody and safekeeping accounts, non-managed assets$10,890,162,00043
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$25,013,000124
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$13,510,961,00050
Managed Assets ($)$10,784,142,00035
Personal trust and agency accounts, managed assets$3,217,731,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,991,218,0004
Employee benefit-defined benefit accounts, managed assets$432,298,00028
Other employee benefit and retirement-related accounts, managed assets$929,617,00027
Corporate trust and agency accounts, managed assets$077
Investment management and investment advisory agency accounts, managed assets$1,770,790,00061
Foundation and endowment trust and agency accounts, managed assets$442,488,00044
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$919,428,00023
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,726,819,00061
Personal trust and agency accounts, non-managed assets$471,967,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,483,554,00036
Employee benefit-defined benefit accounts, non-managed Assets$115,690,00059
Other retirement accounts, non-managed assets$23,069,000115
Corporate trust and agency accounts, non-managed assets$574,126,00034
Investment management and advisory agency accounts, non-managed assets$0226
Foundation and endowment trust and agency accounts, non-managed assets$58,413,00036
Other fiduciary accounts, non-managed assets$093
Memoranda
Custody and safekeeping accounts, non-managed assets$10,761,485,00044
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$23,069,000134
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$12,241,259,00051
Managed Assets ($)$9,494,156,00037
Personal trust and agency accounts, managed assets$2,921,822,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,317,961,0004
Employee benefit-defined benefit accounts, managed assets$384,990,00028
Other employee benefit and retirement-related accounts, managed assets$809,268,00027
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$1,664,788,00061
Foundation and endowment trust and agency accounts, managed assets$395,327,00045
Other fiduciary accounts, managed assets$0108
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$800,009,00024
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,747,103,00060
Personal trust and agency accounts, non-managed assets$450,866,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,266,971,00037
Employee benefit-defined benefit accounts, non-managed Assets$104,462,00057
Other retirement accounts, non-managed assets$28,698,00092
Corporate trust and agency accounts, non-managed assets$838,535,00031
Investment management and advisory agency accounts, non-managed assets$0191
Foundation and endowment trust and agency accounts, non-managed assets$57,571,00036
Other fiduciary accounts, non-managed assets$088
Memoranda
Custody and safekeeping accounts, non-managed assets$10,282,366,00046
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$28,698,000112
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$13,756,625,00051
Managed Assets ($)$10,940,050,00036
Personal trust and agency accounts, managed assets$3,252,960,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,138,325,0004
Employee benefit-defined benefit accounts, managed assets$441,374,00029
Other employee benefit and retirement-related accounts, managed assets$926,760,00028
Corporate trust and agency accounts, managed assets$0152
Investment management and investment advisory agency accounts, managed assets$1,738,121,00060
Foundation and endowment trust and agency accounts, managed assets$442,510,00045
Other fiduciary accounts, managed assets$0218
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$916,855,00024
Investments of managed fiduciary accts in advised or sponsored mutual funds$049
Non-managed Assets ($)$2,816,575,00061
Personal trust and agency accounts, non-managed assets$480,811,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,530,105,00037
Employee benefit-defined benefit accounts, non-managed Assets$116,226,00058
Other retirement accounts, non-managed assets$33,520,000100
Corporate trust and agency accounts, non-managed assets$589,246,00037
Investment management and advisory agency accounts, non-managed assets$0361
Foundation and endowment trust and agency accounts, non-managed assets$66,667,00037
Other fiduciary accounts, non-managed assets$0165
Memoranda
Custody and safekeeping accounts, non-managed assets$10,540,760,00048
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$33,520,000130
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$13,268,594,00052
Managed Assets ($)$10,497,715,00038
Personal trust and agency accounts, managed assets$3,114,128,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,967,023,0004
Employee benefit-defined benefit accounts, managed assets$427,114,00029
Other employee benefit and retirement-related accounts, managed assets$869,347,00030
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$1,702,675,00060
Foundation and endowment trust and agency accounts, managed assets$417,428,00048
Other fiduciary accounts, managed assets$0109
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$859,736,00026
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,770,879,00062
Personal trust and agency accounts, non-managed assets$464,662,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,435,157,00039
Employee benefit-defined benefit accounts, non-managed Assets$113,549,00058
Other retirement accounts, non-managed assets$32,663,00092
Corporate trust and agency accounts, non-managed assets$661,027,00037
Investment management and advisory agency accounts, non-managed assets$0188
Foundation and endowment trust and agency accounts, non-managed assets$63,821,00035
Other fiduciary accounts, non-managed assets$089
Memoranda
Custody and safekeeping accounts, non-managed assets$10,438,055,00047
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$32,663,000104
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$13,001,701,00051
Managed Assets ($)$10,389,402,00037
Personal trust and agency accounts, managed assets$3,042,903,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,987,013,0003
Employee benefit-defined benefit accounts, managed assets$429,029,00028
Other employee benefit and retirement-related accounts, managed assets$850,946,00028
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$1,660,403,00062
Foundation and endowment trust and agency accounts, managed assets$419,108,00047
Other fiduciary accounts, managed assets$0122
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$840,941,00023
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,612,299,00063
Personal trust and agency accounts, non-managed assets$468,436,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,430,771,00037
Employee benefit-defined benefit accounts, non-managed Assets$112,559,00060
Other retirement accounts, non-managed assets$33,689,00095
Corporate trust and agency accounts, non-managed assets$518,768,00041
Investment management and advisory agency accounts, non-managed assets$0207
Foundation and endowment trust and agency accounts, non-managed assets$48,076,00041
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$10,808,343,00047
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$33,689,000109
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$12,854,290,00051
Managed Assets ($)$10,142,662,00037
Personal trust and agency accounts, managed assets$3,018,703,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,884,612,0003
Employee benefit-defined benefit accounts, managed assets$420,796,00031
Other employee benefit and retirement-related accounts, managed assets$811,468,00028
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$1,601,973,00062
Foundation and endowment trust and agency accounts, managed assets$405,110,00047
Other fiduciary accounts, managed assets$0130
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$801,674,00025
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,711,628,00061
Personal trust and agency accounts, non-managed assets$459,473,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,351,589,00038
Employee benefit-defined benefit accounts, non-managed Assets$109,524,00060
Other retirement accounts, non-managed assets$33,823,00098
Corporate trust and agency accounts, non-managed assets$710,307,00036
Investment management and advisory agency accounts, non-managed assets$0212
Foundation and endowment trust and agency accounts, non-managed assets$46,912,00042
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$11,224,115,00046
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$33,823,000105
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,674,743,00052
Managed Assets ($)$9,347,676,00036
Personal trust and agency accounts, managed assets$2,825,596,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,528,184,0003
Employee benefit-defined benefit accounts, managed assets$391,235,00031
Other employee benefit and retirement-related accounts, managed assets$744,346,00030
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$1,476,604,00059
Foundation and endowment trust and agency accounts, managed assets$381,711,00046
Other fiduciary accounts, managed assets$0224
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$735,509,00024
Investments of managed fiduciary accts in advised or sponsored mutual funds$043
Non-managed Assets ($)$2,327,067,00062
Personal trust and agency accounts, non-managed assets$438,989,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,226,319,00037
Employee benefit-defined benefit accounts, non-managed Assets$101,550,00062
Other retirement accounts, non-managed assets$42,259,00087
Corporate trust and agency accounts, non-managed assets$476,788,00043
Investment management and advisory agency accounts, non-managed assets$0357
Foundation and endowment trust and agency accounts, non-managed assets$41,162,00046
Other fiduciary accounts, non-managed assets$0166
Memoranda
Custody and safekeeping accounts, non-managed assets$11,028,568,00045
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$41,420,00096
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$12,807,330,00052
Managed Assets ($)$10,162,640,00036
Personal trust and agency accounts, managed assets$3,024,359,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,942,554,0003
Employee benefit-defined benefit accounts, managed assets$437,203,00028
Other employee benefit and retirement-related accounts, managed assets$813,898,00031
Corporate trust and agency accounts, managed assets$079
Investment management and investment advisory agency accounts, managed assets$1,564,222,00058
Foundation and endowment trust and agency accounts, managed assets$380,404,00052
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$804,044,00025
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,644,690,00062
Personal trust and agency accounts, non-managed assets$477,884,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,412,581,00037
Employee benefit-defined benefit accounts, non-managed Assets$111,102,00066
Other retirement accounts, non-managed assets$46,482,00082
Corporate trust and agency accounts, non-managed assets$550,546,00038
Investment management and advisory agency accounts, non-managed assets$5,000213
Foundation and endowment trust and agency accounts, non-managed assets$46,090,00041
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$11,051,545,00045
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$45,562,00085
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$12,238,753,00051
Managed Assets ($)$9,756,684,00036
Personal trust and agency accounts, managed assets$2,887,937,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,796,696,0003
Employee benefit-defined benefit accounts, managed assets$380,186,00032
Other employee benefit and retirement-related accounts, managed assets$781,052,00031
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$1,538,664,00058
Foundation and endowment trust and agency accounts, managed assets$372,149,00051
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$771,427,00025
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,482,069,00062
Personal trust and agency accounts, non-managed assets$471,831,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,351,894,00035
Employee benefit-defined benefit accounts, non-managed Assets$107,724,00069
Other retirement accounts, non-managed assets$46,268,00082
Corporate trust and agency accounts, non-managed assets$459,420,00042
Investment management and advisory agency accounts, non-managed assets$11,000211
Foundation and endowment trust and agency accounts, non-managed assets$44,921,00041
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$11,390,512,00045
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$45,399,00085
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$12,302,750,00052
Managed Assets ($)$9,531,146,00037
Personal trust and agency accounts, managed assets$2,785,433,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,677,906,0003
Employee benefit-defined benefit accounts, managed assets$379,836,00034
Other employee benefit and retirement-related accounts, managed assets$771,052,00033
Corporate trust and agency accounts, managed assets$081
Investment management and investment advisory agency accounts, managed assets$1,535,972,00059
Foundation and endowment trust and agency accounts, managed assets$380,947,00049
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$761,536,00025
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,771,604,00063
Personal trust and agency accounts, non-managed assets$468,423,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,321,508,00038
Employee benefit-defined benefit accounts, non-managed Assets$106,245,00067
Other retirement accounts, non-managed assets$45,879,00086
Corporate trust and agency accounts, non-managed assets$784,200,00036
Investment management and advisory agency accounts, non-managed assets$7,000211
Foundation and endowment trust and agency accounts, non-managed assets$45,342,00041
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$11,383,231,00045
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$45,050,00084
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$12,229,459,00053
Managed Assets ($)$9,547,325,00037
Personal trust and agency accounts, managed assets$2,761,906,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,674,818,0003
Employee benefit-defined benefit accounts, managed assets$386,152,00034
Other employee benefit and retirement-related accounts, managed assets$784,442,00032
Corporate trust and agency accounts, managed assets$0168
Investment management and investment advisory agency accounts, managed assets$1,510,106,00062
Foundation and endowment trust and agency accounts, managed assets$429,901,00046
Other fiduciary accounts, managed assets$0221
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$774,828,00025
Investments of managed fiduciary accts in advised or sponsored mutual funds$046
Non-managed Assets ($)$2,682,134,00064
Personal trust and agency accounts, non-managed assets$495,935,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,322,291,00038
Employee benefit-defined benefit accounts, non-managed Assets$107,462,00068
Other retirement accounts, non-managed assets$47,559,00084
Corporate trust and agency accounts, non-managed assets$663,630,00038
Investment management and advisory agency accounts, non-managed assets$10,000356
Foundation and endowment trust and agency accounts, non-managed assets$45,247,00043
Other fiduciary accounts, non-managed assets$0176
Memoranda
Custody and safekeeping accounts, non-managed assets$10,780,028,00045
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$46,749,00088
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,807,845,00053
Managed Assets ($)$9,243,344,00037
Personal trust and agency accounts, managed assets$2,693,282,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,534,624,0003
Employee benefit-defined benefit accounts, managed assets$378,148,00033
Other employee benefit and retirement-related accounts, managed assets$762,857,00032
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$1,443,950,00062
Foundation and endowment trust and agency accounts, managed assets$430,483,00048
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$753,443,00025
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,564,501,00063
Personal trust and agency accounts, non-managed assets$494,120,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,281,669,00038
Employee benefit-defined benefit accounts, non-managed Assets$105,856,00066
Other retirement accounts, non-managed assets$42,012,00087
Corporate trust and agency accounts, non-managed assets$595,314,00039
Investment management and advisory agency accounts, non-managed assets$14,000206
Foundation and endowment trust and agency accounts, non-managed assets$45,516,00040
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$10,385,061,00045
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$41,197,00089
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,145,450,00053
Managed Assets ($)$8,997,310,00037
Personal trust and agency accounts, managed assets$2,654,565,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,398,339,0003
Employee benefit-defined benefit accounts, managed assets$363,330,00033
Other employee benefit and retirement-related accounts, managed assets$735,832,00032
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$1,414,139,00058
Foundation and endowment trust and agency accounts, managed assets$431,105,00049
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$726,622,00025
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,148,140,00067
Personal trust and agency accounts, non-managed assets$502,018,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$938,360,00041
Employee benefit-defined benefit accounts, non-managed Assets$104,254,00066
Other retirement accounts, non-managed assets$42,101,00088
Corporate trust and agency accounts, non-managed assets$516,933,00041
Investment management and advisory agency accounts, non-managed assets$7,000208
Foundation and endowment trust and agency accounts, non-managed assets$44,467,00042
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$10,321,539,00045
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$40,342,00095
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,185,771,00053
Managed Assets ($)$8,715,956,00037
Personal trust and agency accounts, managed assets$2,592,350,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,269,382,0003
Employee benefit-defined benefit accounts, managed assets$358,648,00033
Other employee benefit and retirement-related accounts, managed assets$721,280,00031
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$1,342,477,00061
Foundation and endowment trust and agency accounts, managed assets$431,819,00049
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$711,970,00025
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,469,815,00063
Personal trust and agency accounts, non-managed assets$502,422,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$905,879,00042
Employee benefit-defined benefit accounts, non-managed Assets$113,387,00059
Other retirement accounts, non-managed assets$39,784,00089
Corporate trust and agency accounts, non-managed assets$864,711,00036
Investment management and advisory agency accounts, non-managed assets$6,000209
Foundation and endowment trust and agency accounts, non-managed assets$43,626,00044
Other fiduciary accounts, non-managed assets$0100
Memoranda
Custody and safekeeping accounts, non-managed assets$9,873,604,00045
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$38,105,00093
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,678,315,00054
Managed Assets ($)$8,301,561,00037
Personal trust and agency accounts, managed assets$2,505,608,00034
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,058,766,0003
Employee benefit-defined benefit accounts, managed assets$349,260,00033
Other employee benefit and retirement-related accounts, managed assets$701,860,00031
Corporate trust and agency accounts, managed assets$0178
Investment management and investment advisory agency accounts, managed assets$1,263,915,00063
Foundation and endowment trust and agency accounts, managed assets$422,152,00048
Other fiduciary accounts, managed assets$0214
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$692,846,00025
Investments of managed fiduciary accts in advised or sponsored mutual funds$054
Non-managed Assets ($)$2,376,754,00064
Personal trust and agency accounts, non-managed assets$530,775,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$858,193,00042
Employee benefit-defined benefit accounts, non-managed Assets$110,875,00060
Other retirement accounts, non-managed assets$38,189,00098
Corporate trust and agency accounts, non-managed assets$774,414,00035
Investment management and advisory agency accounts, non-managed assets$6,000356
Foundation and endowment trust and agency accounts, non-managed assets$64,302,00034
Other fiduciary accounts, non-managed assets$0181
Memoranda
Custody and safekeeping accounts, non-managed assets$9,613,871,00044
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$36,612,000104
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,810,433,00054
Managed Assets ($)$8,178,835,00038
Personal trust and agency accounts, managed assets$2,492,240,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,009,576,0003
Employee benefit-defined benefit accounts, managed assets$350,417,00033
Other employee benefit and retirement-related accounts, managed assets$697,951,00029
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$1,206,353,00066
Foundation and endowment trust and agency accounts, managed assets$422,298,00047
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$688,333,00025
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,631,598,00061
Personal trust and agency accounts, non-managed assets$539,253,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$909,429,00040
Employee benefit-defined benefit accounts, non-managed Assets$200,527,00050
Other retirement accounts, non-managed assets$41,929,00089
Corporate trust and agency accounts, non-managed assets$874,512,00035
Investment management and advisory agency accounts, non-managed assets$0216
Foundation and endowment trust and agency accounts, non-managed assets$65,948,00034
Other fiduciary accounts, non-managed assets$098
Memoranda
Custody and safekeeping accounts, non-managed assets$9,542,173,00043
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$69,784,00056
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,375,024,00055
Managed Assets ($)$7,944,195,00039
Personal trust and agency accounts, managed assets$2,466,813,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,898,689,0003
Employee benefit-defined benefit accounts, managed assets$346,501,00034
Other employee benefit and retirement-related accounts, managed assets$664,293,00029
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$1,150,188,00068
Foundation and endowment trust and agency accounts, managed assets$417,711,00047
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$654,432,00025
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,430,829,00062
Personal trust and agency accounts, non-managed assets$539,575,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$831,992,00041
Employee benefit-defined benefit accounts, non-managed Assets$194,207,00049
Other retirement accounts, non-managed assets$43,939,00084
Corporate trust and agency accounts, non-managed assets$755,018,00035
Investment management and advisory agency accounts, non-managed assets$9,000217
Foundation and endowment trust and agency accounts, non-managed assets$66,089,00033
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$9,342,300,00043
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$70,877,00055
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,477,460,00055
Managed Assets ($)$7,843,511,00039
Personal trust and agency accounts, managed assets$2,446,177,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,853,491,0003
Employee benefit-defined benefit accounts, managed assets$347,038,00032
Other employee benefit and retirement-related accounts, managed assets$650,977,00029
Corporate trust and agency accounts, managed assets$085
Investment management and investment advisory agency accounts, managed assets$1,116,577,00069
Foundation and endowment trust and agency accounts, managed assets$429,251,00046
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$641,012,00025
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,633,949,00059
Personal trust and agency accounts, non-managed assets$520,057,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$764,880,00043
Employee benefit-defined benefit accounts, non-managed Assets$190,472,00048
Other retirement accounts, non-managed assets$43,064,00085
Corporate trust and agency accounts, non-managed assets$1,048,366,00033
Investment management and advisory agency accounts, non-managed assets$7,000220
Foundation and endowment trust and agency accounts, non-managed assets$67,103,00032
Other fiduciary accounts, non-managed assets$095
Memoranda
Custody and safekeeping accounts, non-managed assets$9,270,234,00043
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$69,794,00056
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,175,547,00055
Managed Assets ($)$7,729,132,00038
Personal trust and agency accounts, managed assets$2,372,226,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,819,328,0003
Employee benefit-defined benefit accounts, managed assets$347,932,00031
Other employee benefit and retirement-related accounts, managed assets$648,238,00028
Corporate trust and agency accounts, managed assets$0186
Investment management and investment advisory agency accounts, managed assets$1,116,071,00067
Foundation and endowment trust and agency accounts, managed assets$425,337,00044
Other fiduciary accounts, managed assets$0235
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$638,200,00024
Investments of managed fiduciary accts in advised or sponsored mutual funds$062
Non-managed Assets ($)$2,446,415,00063
Personal trust and agency accounts, non-managed assets$510,088,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$786,673,00041
Employee benefit-defined benefit accounts, non-managed Assets$192,257,00050
Other retirement accounts, non-managed assets$42,420,00087
Corporate trust and agency accounts, non-managed assets$846,685,00035
Investment management and advisory agency accounts, non-managed assets$4,294,000192
Foundation and endowment trust and agency accounts, non-managed assets$63,998,00032
Other fiduciary accounts, non-managed assets$0183
Memoranda
Custody and safekeeping accounts, non-managed assets$9,506,240,00044
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$68,101,00061
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,651,966,00053
Managed Assets ($)$7,625,614,00037
Personal trust and agency accounts, managed assets$2,384,755,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,782,612,0004
Employee benefit-defined benefit accounts, managed assets$342,252,00031
Other employee benefit and retirement-related accounts, managed assets$629,699,00028
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$1,097,509,00065
Foundation and endowment trust and agency accounts, managed assets$388,787,00045
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$619,785,00024
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,026,352,00056
Personal trust and agency accounts, non-managed assets$511,312,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,169,682,00037
Employee benefit-defined benefit accounts, non-managed Assets$201,273,00048
Other retirement accounts, non-managed assets$68,839,00065
Corporate trust and agency accounts, non-managed assets$1,011,973,00035
Investment management and advisory agency accounts, non-managed assets$4,090,000128
Foundation and endowment trust and agency accounts, non-managed assets$59,183,00036
Other fiduciary accounts, non-managed assets$0100
Memoranda
Custody and safekeeping accounts, non-managed assets$9,147,830,00046
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$67,538,00059
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,016,140,00054
Managed Assets ($)$8,068,241,00039
Personal trust and agency accounts, managed assets$2,479,702,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,009,276,0003
Employee benefit-defined benefit accounts, managed assets$375,794,00031
Other employee benefit and retirement-related accounts, managed assets$663,463,00030
Corporate trust and agency accounts, managed assets$088
Investment management and investment advisory agency accounts, managed assets$1,128,515,00068
Foundation and endowment trust and agency accounts, managed assets$411,491,00046
Other fiduciary accounts, managed assets$0132
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$653,042,00024
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,947,899,00057
Personal trust and agency accounts, non-managed assets$533,866,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,197,853,00037
Employee benefit-defined benefit accounts, non-managed Assets$201,959,00049
Other retirement accounts, non-managed assets$90,375,00061
Corporate trust and agency accounts, non-managed assets$856,685,00036
Investment management and advisory agency accounts, non-managed assets$4,516,000126
Foundation and endowment trust and agency accounts, non-managed assets$62,645,00036
Other fiduciary accounts, non-managed assets$0107
Memoranda
Custody and safekeeping accounts, non-managed assets$10,090,969,00047
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$88,970,00052
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,242,541,00053
Managed Assets ($)$8,137,705,00039
Personal trust and agency accounts, managed assets$2,494,170,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,010,367,0003
Employee benefit-defined benefit accounts, managed assets$383,530,00032
Other employee benefit and retirement-related accounts, managed assets$661,073,00031
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$1,254,021,00060
Foundation and endowment trust and agency accounts, managed assets$334,544,00053
Other fiduciary accounts, managed assets$0127
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$650,643,00026
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,104,836,00058
Personal trust and agency accounts, non-managed assets$537,310,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,192,007,00039
Employee benefit-defined benefit accounts, non-managed Assets$206,467,00048
Other retirement accounts, non-managed assets$91,669,00063
Corporate trust and agency accounts, non-managed assets$1,016,164,00033
Investment management and advisory agency accounts, non-managed assets$4,527,000127
Foundation and endowment trust and agency accounts, non-managed assets$56,692,00039
Other fiduciary accounts, non-managed assets$0105
Memoranda
Custody and safekeeping accounts, non-managed assets$9,753,382,00049
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$90,277,00054
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,909,446,00053
Managed Assets ($)$7,993,045,00040
Personal trust and agency accounts, managed assets$2,464,860,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,925,516,0003
Employee benefit-defined benefit accounts, managed assets$388,964,00031
Other employee benefit and retirement-related accounts, managed assets$655,187,00031
Corporate trust and agency accounts, managed assets$0189
Investment management and investment advisory agency accounts, managed assets$1,224,370,00059
Foundation and endowment trust and agency accounts, managed assets$334,148,00054
Other fiduciary accounts, managed assets$0232
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$644,914,00026
Investments of managed fiduciary accts in advised or sponsored mutual funds$063
Non-managed Assets ($)$2,916,401,00058
Personal trust and agency accounts, non-managed assets$571,014,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,157,761,00037
Employee benefit-defined benefit accounts, non-managed Assets$193,940,00052
Other retirement accounts, non-managed assets$91,373,00063
Corporate trust and agency accounts, non-managed assets$844,946,00034
Investment management and advisory agency accounts, non-managed assets$4,589,000169
Foundation and endowment trust and agency accounts, non-managed assets$52,778,00041
Other fiduciary accounts, non-managed assets$0200
Memoranda
Custody and safekeeping accounts, non-managed assets$9,654,412,00046
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$90,030,00057
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,021,441,00052
Managed Assets ($)$7,720,301,00040
Personal trust and agency accounts, managed assets$1,500,830,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,735,077,0003
Employee benefit-defined benefit accounts, managed assets$384,683,00031
Other employee benefit and retirement-related accounts, managed assets$653,298,00029
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$2,125,554,00045
Foundation and endowment trust and agency accounts, managed assets$320,859,00051
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$643,191,00025
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,301,140,00056
Personal trust and agency accounts, non-managed assets$386,106,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,215,882,00036
Employee benefit-defined benefit accounts, non-managed Assets$193,158,00051
Other retirement accounts, non-managed assets$91,639,00062
Corporate trust and agency accounts, non-managed assets$1,041,881,00032
Investment management and advisory agency accounts, non-managed assets$322,587,00016
Foundation and endowment trust and agency accounts, non-managed assets$49,887,00042
Other fiduciary accounts, non-managed assets$0102
Memoranda
Custody and safekeeping accounts, non-managed assets$9,300,989,00045
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$90,348,00055
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,112,616,00051
Managed Assets ($)$7,719,753,00039
Personal trust and agency accounts, managed assets$1,509,254,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,788,746,0003
Employee benefit-defined benefit accounts, managed assets$370,471,00031
Other employee benefit and retirement-related accounts, managed assets$644,381,00029
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$2,083,165,00046
Foundation and endowment trust and agency accounts, managed assets$323,736,00050
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$633,392,00025
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,392,863,00055
Personal trust and agency accounts, non-managed assets$393,098,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,212,048,00036
Employee benefit-defined benefit accounts, non-managed Assets$196,137,00050
Other retirement accounts, non-managed assets$92,943,00062
Corporate trust and agency accounts, non-managed assets$789,308,00031
Investment management and advisory agency accounts, non-managed assets$658,379,00011
Foundation and endowment trust and agency accounts, non-managed assets$50,950,00042
Other fiduciary accounts, non-managed assets$0106
Memoranda
Custody and safekeeping accounts, non-managed assets$8,980,961,00047
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$91,625,00054
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,233,066,00050
Managed Assets ($)$7,535,069,00040
Personal trust and agency accounts, managed assets$1,507,833,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,736,783,0005
Employee benefit-defined benefit accounts, managed assets$363,072,00031
Other employee benefit and retirement-related accounts, managed assets$623,466,00029
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$1,986,379,00046
Foundation and endowment trust and agency accounts, managed assets$317,536,00049
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$618,229,00026
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,697,997,00050
Personal trust and agency accounts, non-managed assets$401,644,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,172,545,00037
Employee benefit-defined benefit accounts, non-managed Assets$191,658,00051
Other retirement accounts, non-managed assets$91,390,00061
Corporate trust and agency accounts, non-managed assets$1,121,913,00028
Investment management and advisory agency accounts, non-managed assets$666,827,00011
Foundation and endowment trust and agency accounts, non-managed assets$52,020,00040
Other fiduciary accounts, non-managed assets$0108
Memoranda
Custody and safekeeping accounts, non-managed assets$9,044,391,00047
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$90,142,00056
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,019,848,00050
Managed Assets ($)$7,423,556,00041
Personal trust and agency accounts, managed assets$1,493,017,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,678,873,0005
Employee benefit-defined benefit accounts, managed assets$360,808,00031
Other employee benefit and retirement-related accounts, managed assets$619,566,00029
Corporate trust and agency accounts, managed assets$0203
Investment management and investment advisory agency accounts, managed assets$1,963,984,00045
Foundation and endowment trust and agency accounts, managed assets$307,308,00049
Other fiduciary accounts, managed assets$0236
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$614,219,00026
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$3,596,292,00049
Personal trust and agency accounts, non-managed assets$402,205,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,173,731,00035
Employee benefit-defined benefit accounts, non-managed Assets$188,398,00049
Other retirement accounts, non-managed assets$90,857,00061
Corporate trust and agency accounts, non-managed assets$1,033,356,00029
Investment management and advisory agency accounts, non-managed assets$659,672,00010
Foundation and endowment trust and agency accounts, non-managed assets$48,073,00042
Other fiduciary accounts, non-managed assets$0197
Memoranda
Custody and safekeeping accounts, non-managed assets$8,715,301,00048
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$89,713,00060
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,884,809,00051
Managed Assets ($)$7,078,049,00041
Personal trust and agency accounts, managed assets$1,448,645,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,549,809,0007
Employee benefit-defined benefit accounts, managed assets$343,656,00034
Other employee benefit and retirement-related accounts, managed assets$579,815,00030
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$1,880,633,00046
Foundation and endowment trust and agency accounts, managed assets$275,491,00048
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$574,636,00027
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,806,760,00048
Personal trust and agency accounts, non-managed assets$488,170,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,017,383,00038
Employee benefit-defined benefit accounts, non-managed Assets$177,887,00054
Other retirement accounts, non-managed assets$85,741,00061
Corporate trust and agency accounts, non-managed assets$1,052,828,00029
Investment management and advisory agency accounts, non-managed assets$939,976,0009
Foundation and endowment trust and agency accounts, non-managed assets$44,775,00040
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$8,273,520,00048
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$84,615,00058
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,124,348,00051
Managed Assets ($)$6,894,467,00041
Personal trust and agency accounts, managed assets$1,408,487,00044
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,429,421,0007
Employee benefit-defined benefit accounts, managed assets$311,595,00034
Other employee benefit and retirement-related accounts, managed assets$557,495,00031
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$1,921,495,00046
Foundation and endowment trust and agency accounts, managed assets$265,974,00048
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$552,355,00027
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,229,881,00054
Personal trust and agency accounts, non-managed assets$469,144,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$964,707,00039
Employee benefit-defined benefit accounts, non-managed Assets$146,429,00055
Other retirement accounts, non-managed assets$84,064,00060
Corporate trust and agency accounts, non-managed assets$1,041,055,00029
Investment management and advisory agency accounts, non-managed assets$481,364,00013
Foundation and endowment trust and agency accounts, non-managed assets$43,118,00041
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$7,760,315,00049
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$83,027,00059
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,240,084,00053
Managed Assets ($)$6,913,207,00041
Personal trust and agency accounts, managed assets$1,433,502,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,411,120,0007
Employee benefit-defined benefit accounts, managed assets$315,061,00034
Other employee benefit and retirement-related accounts, managed assets$561,823,00031
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$1,925,123,00045
Foundation and endowment trust and agency accounts, managed assets$266,578,00049
Other fiduciary accounts, managed assets$0115
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$556,615,00026
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,326,877,00053
Personal trust and agency accounts, non-managed assets$472,268,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$958,848,00041
Employee benefit-defined benefit accounts, non-managed Assets$114,358,00056
Other retirement accounts, non-managed assets$85,959,00057
Corporate trust and agency accounts, non-managed assets$1,199,884,00028
Investment management and advisory agency accounts, non-managed assets$465,832,00014
Foundation and endowment trust and agency accounts, non-managed assets$29,728,00044
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$8,063,254,00048
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$84,951,00057
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,481,759,00052
Managed Assets ($)$6,454,330,00041
Personal trust and agency accounts, managed assets$1,340,841,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,228,853,00010
Employee benefit-defined benefit accounts, managed assets$301,028,00034
Other employee benefit and retirement-related accounts, managed assets$529,242,00031
Corporate trust and agency accounts, managed assets$0218
Investment management and investment advisory agency accounts, managed assets$1,780,669,00046
Foundation and endowment trust and agency accounts, managed assets$273,697,00046
Other fiduciary accounts, managed assets$0239
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$524,086,00027
Investments of managed fiduciary accts in advised or sponsored mutual funds$072
Non-managed Assets ($)$3,027,429,00054
Personal trust and agency accounts, non-managed assets$485,178,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$891,351,00041
Employee benefit-defined benefit accounts, non-managed Assets$131,393,00055
Other retirement accounts, non-managed assets$83,989,00057
Corporate trust and agency accounts, non-managed assets$975,257,00032
Investment management and advisory agency accounts, non-managed assets$431,115,00012
Foundation and endowment trust and agency accounts, non-managed assets$29,146,00043
Other fiduciary accounts, non-managed assets$0202
Memoranda
Custody and safekeeping accounts, non-managed assets$7,878,650,00047
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$83,038,00061
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,216,678,00053
Managed Assets ($)$6,163,297,00042
Personal trust and agency accounts, managed assets$1,305,926,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,189,720,0009
Employee benefit-defined benefit accounts, managed assets$292,442,00033
Other employee benefit and retirement-related accounts, managed assets$509,787,00031
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$1,597,529,00047
Foundation and endowment trust and agency accounts, managed assets$267,893,00043
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$504,677,00027
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,053,381,00052
Personal trust and agency accounts, non-managed assets$468,091,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$857,717,00040
Employee benefit-defined benefit accounts, non-managed Assets$128,850,00055
Other retirement accounts, non-managed assets$80,763,00054
Corporate trust and agency accounts, non-managed assets$1,046,936,00031
Investment management and advisory agency accounts, non-managed assets$445,972,00011
Foundation and endowment trust and agency accounts, non-managed assets$25,052,00045
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$5,195,676,00053
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$79,828,00055
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,491,230,00056
Managed Assets ($)$5,933,893,00043
Personal trust and agency accounts, managed assets$1,275,720,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,109,849,0008
Employee benefit-defined benefit accounts, managed assets$262,400,00033
Other employee benefit and retirement-related accounts, managed assets$487,998,00030
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$1,539,918,00048
Foundation and endowment trust and agency accounts, managed assets$258,008,00045
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$483,090,00027
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,557,337,00054
Personal trust and agency accounts, non-managed assets$463,106,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$799,424,00042
Employee benefit-defined benefit accounts, non-managed Assets$122,598,00056
Other retirement accounts, non-managed assets$78,298,00054
Corporate trust and agency accounts, non-managed assets$850,454,00033
Investment management and advisory agency accounts, non-managed assets$219,048,00014
Foundation and endowment trust and agency accounts, non-managed assets$24,409,00043
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$4,978,834,00055
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$77,413,00056
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,746,476,00055
Managed Assets ($)$5,982,703,00043
Personal trust and agency accounts, managed assets$1,289,532,00044
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,140,801,0008
Employee benefit-defined benefit accounts, managed assets$273,282,00033
Other employee benefit and retirement-related accounts, managed assets$510,255,00031
Corporate trust and agency accounts, managed assets$5,951,00039
Investment management and investment advisory agency accounts, managed assets$1,506,467,00049
Foundation and endowment trust and agency accounts, managed assets$256,415,00047
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$502,205,00025
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,763,773,00054
Personal trust and agency accounts, non-managed assets$464,900,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$837,311,00042
Employee benefit-defined benefit accounts, non-managed Assets$124,958,00056
Other retirement accounts, non-managed assets$79,366,00055
Corporate trust and agency accounts, non-managed assets$948,661,00031
Investment management and advisory agency accounts, non-managed assets$284,507,00012
Foundation and endowment trust and agency accounts, non-managed assets$24,070,00043
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$5,112,718,00055
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$78,592,00053
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,035,001,00058
Managed Assets ($)$5,616,385,00043
Personal trust and agency accounts, managed assets$1,284,596,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,916,772,0008
Employee benefit-defined benefit accounts, managed assets$249,390,00032
Other employee benefit and retirement-related accounts, managed assets$479,093,00030
Corporate trust and agency accounts, managed assets$0222
Investment management and investment advisory agency accounts, managed assets$1,450,661,00050
Foundation and endowment trust and agency accounts, managed assets$235,873,00048
Other fiduciary accounts, managed assets$0230
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$472,332,00024
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$2,418,616,00054
Personal trust and agency accounts, non-managed assets$446,094,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$764,336,00041
Employee benefit-defined benefit accounts, non-managed Assets$115,242,00057
Other retirement accounts, non-managed assets$77,789,00053
Corporate trust and agency accounts, non-managed assets$734,382,00034
Investment management and advisory agency accounts, non-managed assets$255,287,00012
Foundation and endowment trust and agency accounts, non-managed assets$25,486,00043
Other fiduciary accounts, non-managed assets$0219
Memoranda
Custody and safekeeping accounts, non-managed assets$5,577,654,00051
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$76,675,00056
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,703,689,00060
Managed Assets ($)$5,278,349,00045
Personal trust and agency accounts, managed assets$1,223,222,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,776,992,0009
Employee benefit-defined benefit accounts, managed assets$223,081,00034
Other employee benefit and retirement-related accounts, managed assets$444,967,00032
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$1,389,986,00051
Foundation and endowment trust and agency accounts, managed assets$220,101,00050
Other fiduciary accounts, managed assets$0105
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$438,746,00027
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,425,340,00054
Personal trust and agency accounts, non-managed assets$441,220,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$728,545,00040
Employee benefit-defined benefit accounts, non-managed Assets$102,073,00057
Other retirement accounts, non-managed assets$75,178,00054
Corporate trust and agency accounts, non-managed assets$855,768,00032
Investment management and advisory agency accounts, non-managed assets$200,009,00014
Foundation and endowment trust and agency accounts, non-managed assets$22,547,00041
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$8,316,763,00044
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$74,127,00054
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,183,641,00061
Managed Assets ($)$5,730,587,00046
Personal trust and agency accounts, managed assets$1,306,308,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,035,546,0008
Employee benefit-defined benefit accounts, managed assets$240,772,00038
Other employee benefit and retirement-related accounts, managed assets$486,179,00032
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$1,404,877,00053
Foundation and endowment trust and agency accounts, managed assets$256,905,00044
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$478,902,00027
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,453,054,00057
Personal trust and agency accounts, non-managed assets$439,582,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$815,717,00038
Employee benefit-defined benefit accounts, non-managed Assets$115,363,00057
Other retirement accounts, non-managed assets$78,487,00055
Corporate trust and agency accounts, non-managed assets$774,338,00034
Investment management and advisory agency accounts, non-managed assets$205,028,00010
Foundation and endowment trust and agency accounts, non-managed assets$24,539,00039
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$5,150,830,00055
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$77,186,00050
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,776,190,00059
Managed Assets ($)$5,868,440,00046
Personal trust and agency accounts, managed assets$1,303,485,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,007,960,0008
Employee benefit-defined benefit accounts, managed assets$242,505,00036
Other employee benefit and retirement-related accounts, managed assets$483,919,00031
Corporate trust and agency accounts, managed assets$094
Investment management and investment advisory agency accounts, managed assets$1,564,807,00049
Foundation and endowment trust and agency accounts, managed assets$265,764,00043
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$476,035,00027
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,907,750,00054
Personal trust and agency accounts, non-managed assets$445,479,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$821,014,00041
Employee benefit-defined benefit accounts, non-managed Assets$114,711,00058
Other retirement accounts, non-managed assets$78,795,00055
Corporate trust and agency accounts, non-managed assets$1,232,406,00030
Investment management and advisory agency accounts, non-managed assets$199,148,00012
Foundation and endowment trust and agency accounts, non-managed assets$16,197,00049
Other fiduciary accounts, non-managed assets$0105
Memoranda
Custody and safekeeping accounts, non-managed assets$2,718,865,00066
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$77,436,00052
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,331,464,00058
Managed Assets ($)$5,680,823,00046
Personal trust and agency accounts, managed assets$1,283,937,00044
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,950,940,0009
Employee benefit-defined benefit accounts, managed assets$230,256,00040
Other employee benefit and retirement-related accounts, managed assets$471,327,00032
Corporate trust and agency accounts, managed assets$1,762,000113
Investment management and investment advisory agency accounts, managed assets$1,488,457,00050
Foundation and endowment trust and agency accounts, managed assets$254,144,00044
Other fiduciary accounts, managed assets$0255
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$463,865,00026
Investments of managed fiduciary accts in advised or sponsored mutual funds$081
Non-managed Assets ($)$2,650,641,00055
Personal trust and agency accounts, non-managed assets$449,906,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$668,115,00046
Employee benefit-defined benefit accounts, non-managed Assets$110,155,00058
Other retirement accounts, non-managed assets$67,327,00065
Corporate trust and agency accounts, non-managed assets$1,140,829,00032
Investment management and advisory agency accounts, non-managed assets$199,003,00012
Foundation and endowment trust and agency accounts, non-managed assets$15,306,00058
Other fiduciary accounts, non-managed assets$0232
Memoranda
Custody and safekeeping accounts, non-managed assets$2,843,468,00067
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$66,051,00065
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,897,895,00056
Managed Assets ($)$5,355,082,00045
Personal trust and agency accounts, managed assets$1,280,093,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,821,946,00010
Employee benefit-defined benefit accounts, managed assets$211,457,00041
Other employee benefit and retirement-related accounts, managed assets$439,135,00031
Corporate trust and agency accounts, managed assets$1,757,00061
Investment management and investment advisory agency accounts, managed assets$1,352,081,00052
Foundation and endowment trust and agency accounts, managed assets$248,613,00043
Other fiduciary accounts, managed assets$0117
Memoranda
Fiduciary accounts held in foreign offices, managed assets$08
Individual retirement,health savings and similar accounts, managed assets$432,466,00026
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,542,813,00056
Personal trust and agency accounts, non-managed assets$446,361,00034
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$610,013,00046
Employee benefit-defined benefit accounts, non-managed Assets$102,616,00059
Other retirement accounts, non-managed assets$65,472,00063
Corporate trust and agency accounts, non-managed assets$1,109,627,00032
Investment management and advisory agency accounts, non-managed assets$195,344,00011
Foundation and endowment trust and agency accounts, non-managed assets$13,380,00058
Other fiduciary accounts, non-managed assets$0108
Memoranda
Custody and safekeeping accounts, non-managed assets$2,822,525,00065
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$64,265,00058
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,659,787,00056
Managed Assets ($)$5,142,449,00045
Personal trust and agency accounts, managed assets$1,233,461,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,717,525,00010
Employee benefit-defined benefit accounts, managed assets$206,801,00041
Other employee benefit and retirement-related accounts, managed assets$492,375,00026
Corporate trust and agency accounts, managed assets$4,630,00047
Investment management and investment advisory agency accounts, managed assets$1,245,302,00053
Foundation and endowment trust and agency accounts, managed assets$242,355,00039
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$486,353,00020
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,517,338,00056
Personal trust and agency accounts, non-managed assets$442,625,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$553,312,00046
Employee benefit-defined benefit accounts, non-managed Assets$261,602,00044
Other retirement accounts, non-managed assets$56,524,00065
Corporate trust and agency accounts, non-managed assets$999,011,00032
Investment management and advisory agency accounts, non-managed assets$191,691,00010
Foundation and endowment trust and agency accounts, non-managed assets$12,573,00057
Other fiduciary accounts, non-managed assets$0110
Memoranda
Custody and safekeeping accounts, non-managed assets$2,515,820,00067
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$55,422,00059
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,278,095,00055
Managed Assets ($)$5,452,883,00045
Personal trust and agency accounts, managed assets$1,313,740,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,866,276,0009
Employee benefit-defined benefit accounts, managed assets$217,834,00043
Other employee benefit and retirement-related accounts, managed assets$521,761,00025
Corporate trust and agency accounts, managed assets$42,733,00017
Investment management and investment advisory agency accounts, managed assets$1,245,201,00053
Foundation and endowment trust and agency accounts, managed assets$245,338,00040
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$515,237,00019
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,825,212,00052
Personal trust and agency accounts, non-managed assets$446,152,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$591,949,00046
Employee benefit-defined benefit accounts, non-managed Assets$267,295,00045
Other retirement accounts, non-managed assets$55,742,00067
Corporate trust and agency accounts, non-managed assets$1,252,098,00032
Investment management and advisory agency accounts, non-managed assets$196,965,00010
Foundation and endowment trust and agency accounts, non-managed assets$15,011,00053
Other fiduciary accounts, non-managed assets$0113
Memoranda
Custody and safekeeping accounts, non-managed assets$2,360,365,00072
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$54,580,00056
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,027,944,00057
Managed Assets ($)$5,292,699,00046
Personal trust and agency accounts, managed assets$1,326,842,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,758,916,00011
Employee benefit-defined benefit accounts, managed assets$202,889,00048
Other employee benefit and retirement-related accounts, managed assets$513,537,00026
Corporate trust and agency accounts, managed assets$44,332,00021
Investment management and investment advisory agency accounts, managed assets$1,207,705,00054
Foundation and endowment trust and agency accounts, managed assets$238,478,00040
Other fiduciary accounts, managed assets$0258
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$506,869,00021
Investments of managed fiduciary accts in advised or sponsored mutual funds$083
Non-managed Assets ($)$2,735,245,00054
Personal trust and agency accounts, non-managed assets$440,843,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$575,924,00046
Employee benefit-defined benefit accounts, non-managed Assets$260,438,00045
Other retirement accounts, non-managed assets$52,296,00077
Corporate trust and agency accounts, non-managed assets$1,172,023,00032
Investment management and advisory agency accounts, non-managed assets$212,759,0009
Foundation and endowment trust and agency accounts, non-managed assets$20,962,00050
Other fiduciary accounts, non-managed assets$0221
Memoranda
Custody and safekeeping accounts, non-managed assets$2,305,977,00073
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$50,857,00078
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,685
Fiduciary or related activity$01,605
Total fiduciary and related assets$0408
Managed Assets ($)$0386
Personal trust and agency accounts, managed assets$0376
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0294
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$0342
Corporate trust and agency accounts, managed assets$096
Investment management and investment advisory agency accounts, managed assets$0353
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0385
Personal trust and agency accounts, non-managed assets$0330
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0288
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$0306
Corporate trust and agency accounts, non-managed assets$0157
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0116
Memoranda
Custody and safekeeping accounts, non-managed assets$0361
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,701
Fiduciary or related activity$01,617
Total fiduciary and related assets$0414
Managed Assets ($)$0392
Personal trust and agency accounts, managed assets$0383
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0304
Employee benefit-defined benefit accounts, managed assets$0225
Other employee benefit and retirement-related accounts, managed assets$0346
Corporate trust and agency accounts, managed assets$099
Investment management and investment advisory agency accounts, managed assets$0360
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0391
Personal trust and agency accounts, non-managed assets$0334
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0295
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$0311
Corporate trust and agency accounts, non-managed assets$0161
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0115
Memoranda
Custody and safekeeping accounts, non-managed assets$0373
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,711
Fiduciary or related activity$01,627
Total fiduciary and related assets$0417
Managed Assets ($)$0395
Personal trust and agency accounts, managed assets$0385
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0306
Employee benefit-defined benefit accounts, managed assets$0226
Other employee benefit and retirement-related accounts, managed assets$0348
Corporate trust and agency accounts, managed assets$098
Investment management and investment advisory agency accounts, managed assets$0362
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0392
Personal trust and agency accounts, non-managed assets$0334
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0296
Employee benefit-defined benefit accounts, non-managed Assets$0153
Other retirement accounts, non-managed assets$0312
Corporate trust and agency accounts, non-managed assets$0160
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$0377
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,723
Fiduciary or related activity$01,634
Total fiduciary and related assets$01,618
Managed Assets ($)$01,519
Personal trust and agency accounts, managed assets$01,470
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0632
Employee benefit-defined benefit accounts, managed assets$0370
Other employee benefit and retirement-related accounts, managed assets$0777
Corporate trust and agency accounts, managed assets$0260
Investment management and investment advisory agency accounts, managed assets$0851
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0281
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,241
Personal trust and agency accounts, non-managed assets$0946
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0603
Employee benefit-defined benefit accounts, non-managed Assets$0233
Other retirement accounts, non-managed assets$0811
Corporate trust and agency accounts, non-managed assets$0351
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0257
Memoranda
Custody and safekeeping accounts, non-managed assets$0874
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,749
Fiduciary or related activity$01,659
Total fiduciary and related assets$0440
Managed Assets ($)$0419
Personal trust and agency accounts, managed assets$0411
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0321
Employee benefit-defined benefit accounts, managed assets$0234
Other employee benefit and retirement-related accounts, managed assets$0375
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$0390
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0420
Personal trust and agency accounts, non-managed assets$0362
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0313
Employee benefit-defined benefit accounts, non-managed Assets$0162
Other retirement accounts, non-managed assets$0330
Corporate trust and agency accounts, non-managed assets$0171
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$0396
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,767
Fiduciary or related activity$01,672
Total fiduciary and related assets$0449
Managed Assets ($)$0425
Personal trust and agency accounts, managed assets$0415
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0324
Employee benefit-defined benefit accounts, managed assets$0240
Other employee benefit and retirement-related accounts, managed assets$0381
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$0394
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0426
Personal trust and agency accounts, non-managed assets$0362
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0320
Employee benefit-defined benefit accounts, non-managed Assets$0167
Other retirement accounts, non-managed assets$0336
Corporate trust and agency accounts, non-managed assets$0173
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0134
Memoranda
Custody and safekeeping accounts, non-managed assets$0400
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,777
Fiduciary or related activity$01,684
Total fiduciary and related assets$0459
Managed Assets ($)$0434
Personal trust and agency accounts, managed assets$0426
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0327
Employee benefit-defined benefit accounts, managed assets$0239
Other employee benefit and retirement-related accounts, managed assets$0388
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$0400
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0431
Personal trust and agency accounts, non-managed assets$0362
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0327
Employee benefit-defined benefit accounts, non-managed Assets$0173
Other retirement accounts, non-managed assets$0341
Corporate trust and agency accounts, non-managed assets$0174
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$0407
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,786
Fiduciary or related activity$01,696
Total fiduciary and related assets$01,685
Managed Assets ($)$01,581
Personal trust and agency accounts, managed assets$01,532
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0666
Employee benefit-defined benefit accounts, managed assets$0395
Other employee benefit and retirement-related accounts, managed assets$0790
Corporate trust and agency accounts, managed assets$0269
Investment management and investment advisory agency accounts, managed assets$0880
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0297
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,291
Personal trust and agency accounts, non-managed assets$0969
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0633
Employee benefit-defined benefit accounts, non-managed Assets$0243
Other retirement accounts, non-managed assets$0860
Corporate trust and agency accounts, non-managed assets$0364
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0258
Memoranda
Custody and safekeeping accounts, non-managed assets$0908
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,805
Fiduciary or related activity$01,715
Total fiduciary and related assets$0443
Managed Assets ($)$0421
Personal trust and agency accounts, managed assets$0406
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0317
Employee benefit-defined benefit accounts, managed assets$0234
Other employee benefit and retirement-related accounts, managed assets$0368
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$0380
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0416
Personal trust and agency accounts, non-managed assets$0344
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0322
Employee benefit-defined benefit accounts, non-managed Assets$0169
Other retirement accounts, non-managed assets$0332
Corporate trust and agency accounts, non-managed assets$0183
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$0392
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,809
Fiduciary or related activity$01,721
Total fiduciary and related assets$0449
Managed Assets ($)$0427
Personal trust and agency accounts, managed assets$0414
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0323
Employee benefit-defined benefit accounts, managed assets$0242
Other employee benefit and retirement-related accounts, managed assets$0372
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$0384
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0421
Personal trust and agency accounts, non-managed assets$0353
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0332
Employee benefit-defined benefit accounts, non-managed Assets$0172
Other retirement accounts, non-managed assets$0340
Corporate trust and agency accounts, non-managed assets$0186
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0124
Memoranda
Custody and safekeeping accounts, non-managed assets$0401
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,815
Fiduciary or related activity$01,720
Total fiduciary and related assets$0450
Managed Assets ($)$0427
Personal trust and agency accounts, managed assets$0415
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0324
Employee benefit-defined benefit accounts, managed assets$0244
Other employee benefit and retirement-related accounts, managed assets$0374
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$0386
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0424
Personal trust and agency accounts, non-managed assets$0350
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0332
Employee benefit-defined benefit accounts, non-managed Assets$0173
Other retirement accounts, non-managed assets$0340
Corporate trust and agency accounts, non-managed assets$0184
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0120
Memoranda
Custody and safekeeping accounts, non-managed assets$0401
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,827
Fiduciary or related activity$01,740
Total fiduciary and related assets$01,730
Managed Assets ($)$01,624
Personal trust and agency accounts, managed assets$01,568
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0706
Employee benefit-defined benefit accounts, managed assets$0424
Other employee benefit and retirement-related accounts, managed assets$0788
Corporate trust and agency accounts, managed assets$0276
Investment management and investment advisory agency accounts, managed assets$0891
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0286
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,321
Personal trust and agency accounts, non-managed assets$0983
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0653
Employee benefit-defined benefit accounts, non-managed Assets$0258
Other retirement accounts, non-managed assets$0853
Corporate trust and agency accounts, non-managed assets$0383
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0257
Memoranda
Custody and safekeeping accounts, non-managed assets$0947
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,839
Fiduciary or related activity$01,758
Total fiduciary and related assets$0431
Managed Assets ($)$0409
Personal trust and agency accounts, managed assets$0398
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0320
Employee benefit-defined benefit accounts, managed assets$0242
Other employee benefit and retirement-related accounts, managed assets$0356
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$0365
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0408
Personal trust and agency accounts, non-managed assets$0336
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0322
Employee benefit-defined benefit accounts, non-managed Assets$0175
Other retirement accounts, non-managed assets$0326
Corporate trust and agency accounts, non-managed assets$0189
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$0388
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,855
Fiduciary or related activity$01,774
Total fiduciary and related assets$0434
Managed Assets ($)$0413
Personal trust and agency accounts, managed assets$0402
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0328
Employee benefit-defined benefit accounts, managed assets$0248
Other employee benefit and retirement-related accounts, managed assets$0358
Corporate trust and agency accounts, managed assets$0106
Investment management and investment advisory agency accounts, managed assets$0369
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0411
Personal trust and agency accounts, non-managed assets$0342
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0325
Employee benefit-defined benefit accounts, non-managed Assets$0184
Other retirement accounts, non-managed assets$0330
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0128
Memoranda
Custody and safekeeping accounts, non-managed assets$0395
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,863
Fiduciary or related activity$01,786
Total fiduciary and related assets$0457
Managed Assets ($)$0437
Personal trust and agency accounts, managed assets$0426
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0337
Employee benefit-defined benefit accounts, managed assets$0249
Other employee benefit and retirement-related accounts, managed assets$0369
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$0379
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0137
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0422
Personal trust and agency accounts, non-managed assets$0351
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0329
Employee benefit-defined benefit accounts, non-managed Assets$0184
Other retirement accounts, non-managed assets$0333
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0127
Memoranda
Custody and safekeeping accounts, non-managed assets$0405
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,867
Fiduciary or related activity$01,792
Total fiduciary and related assets$01,786
Managed Assets ($)$01,677
Personal trust and agency accounts, managed assets$01,621
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0755
Employee benefit-defined benefit accounts, managed assets$0446
Other employee benefit and retirement-related accounts, managed assets$0819
Corporate trust and agency accounts, managed assets$0299
Investment management and investment advisory agency accounts, managed assets$0918
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0314
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,365
Personal trust and agency accounts, non-managed assets$01,012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0688
Employee benefit-defined benefit accounts, non-managed Assets$0281
Other retirement accounts, non-managed assets$0867
Corporate trust and agency accounts, non-managed assets$0402
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0271
Memoranda
Custody and safekeeping accounts, non-managed assets$0966
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,877
Fiduciary or related activity$01,783
Total fiduciary and related assets$0443
Managed Assets ($)$0423
Personal trust and agency accounts, managed assets$0409
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0329
Employee benefit-defined benefit accounts, managed assets$0246
Other employee benefit and retirement-related accounts, managed assets$0357
Corporate trust and agency accounts, managed assets$0110
Investment management and investment advisory agency accounts, managed assets$0370
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0134
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0412
Personal trust and agency accounts, non-managed assets$0337
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0332
Employee benefit-defined benefit accounts, non-managed Assets$0188
Other retirement accounts, non-managed assets$0324
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$0396
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,881
Fiduciary or related activity$01,792
Total fiduciary and related assets$0458
Managed Assets ($)$0435
Personal trust and agency accounts, managed assets$0423
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0344
Employee benefit-defined benefit accounts, managed assets$0251
Other employee benefit and retirement-related accounts, managed assets$0373
Corporate trust and agency accounts, managed assets$0114
Investment management and investment advisory agency accounts, managed assets$0384
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0139
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0429
Personal trust and agency accounts, non-managed assets$0350
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0346
Employee benefit-defined benefit accounts, non-managed Assets$0181
Other retirement accounts, non-managed assets$0334
Corporate trust and agency accounts, non-managed assets$0195
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0135
Memoranda
Custody and safekeeping accounts, non-managed assets$0414
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,895
Fiduciary or related activity$01,801
Total fiduciary and related assets$0463
Managed Assets ($)$0438
Personal trust and agency accounts, managed assets$0424
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0343
Employee benefit-defined benefit accounts, managed assets$0253
Other employee benefit and retirement-related accounts, managed assets$0372
Corporate trust and agency accounts, managed assets$0116
Investment management and investment advisory agency accounts, managed assets$0383
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0142
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0431
Personal trust and agency accounts, non-managed assets$0352
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0342
Employee benefit-defined benefit accounts, non-managed Assets$0184
Other retirement accounts, non-managed assets$0336
Corporate trust and agency accounts, non-managed assets$0199
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$0414
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,898
Fiduciary or related activity$01,821
Total fiduciary and related assets$01,810
Managed Assets ($)$01,698
Personal trust and agency accounts, managed assets$01,639
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0765
Employee benefit-defined benefit accounts, managed assets$0442
Other employee benefit and retirement-related accounts, managed assets$0797
Corporate trust and agency accounts, managed assets$0309
Investment management and investment advisory agency accounts, managed assets$0911
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0332
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,358
Personal trust and agency accounts, non-managed assets$01,010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0699
Employee benefit-defined benefit accounts, non-managed Assets$0291
Other retirement accounts, non-managed assets$0862
Corporate trust and agency accounts, non-managed assets$0395
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0281
Memoranda
Custody and safekeeping accounts, non-managed assets$0996
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,908
Fiduciary or related activity$01,824
Total fiduciary and related assets$0451
Managed Assets ($)$0424
Personal trust and agency accounts, managed assets$0411
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0338
Employee benefit-defined benefit accounts, managed assets$0243
Other employee benefit and retirement-related accounts, managed assets$0356
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$0367
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0421
Personal trust and agency accounts, non-managed assets$0346
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0334
Employee benefit-defined benefit accounts, non-managed Assets$0189
Other retirement accounts, non-managed assets$0327
Corporate trust and agency accounts, non-managed assets$0194
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$0404
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,920
Fiduciary or related activity$01,840
Total fiduciary and related assets$0459
Managed Assets ($)$0429
Personal trust and agency accounts, managed assets$0418
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0338
Employee benefit-defined benefit accounts, managed assets$0247
Other employee benefit and retirement-related accounts, managed assets$0357
Corporate trust and agency accounts, managed assets$0113
Investment management and investment advisory agency accounts, managed assets$0372
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0429
Personal trust and agency accounts, non-managed assets$0352
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0343
Employee benefit-defined benefit accounts, non-managed Assets$0195
Other retirement accounts, non-managed assets$0338
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$0409
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,930
Fiduciary or related activity$01,848
Total fiduciary and related assets$0471
Managed Assets ($)$0438
Personal trust and agency accounts, managed assets$0426
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0344
Employee benefit-defined benefit accounts, managed assets$0247
Other employee benefit and retirement-related accounts, managed assets$0363
Corporate trust and agency accounts, managed assets$0109
Investment management and investment advisory agency accounts, managed assets$0380
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0436
Personal trust and agency accounts, non-managed assets$0363
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0347
Employee benefit-defined benefit accounts, non-managed Assets$0195
Other retirement accounts, non-managed assets$0340
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0133
Memoranda
Custody and safekeeping accounts, non-managed assets$0416
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,948
Fiduciary or related activity$01,873
Total fiduciary and related assets$01,862
Managed Assets ($)$01,742
Personal trust and agency accounts, managed assets$01,694
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0794
Employee benefit-defined benefit accounts, managed assets$0448
Other employee benefit and retirement-related accounts, managed assets$0809
Corporate trust and agency accounts, managed assets$0336
Investment management and investment advisory agency accounts, managed assets$0932
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0327
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,404
Personal trust and agency accounts, non-managed assets$01,035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0727
Employee benefit-defined benefit accounts, non-managed Assets$0300
Other retirement accounts, non-managed assets$0879
Corporate trust and agency accounts, non-managed assets$0431
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0284
Memoranda
Custody and safekeeping accounts, non-managed assets$01,022
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,971
Fiduciary or related activity$01,895
Total fiduciary and related assets$0472
Managed Assets ($)$0442
Personal trust and agency accounts, managed assets$0432
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0347
Employee benefit-defined benefit accounts, managed assets$0256
Other employee benefit and retirement-related accounts, managed assets$0364
Corporate trust and agency accounts, managed assets$0121
Investment management and investment advisory agency accounts, managed assets$0379
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0143
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0445
Personal trust and agency accounts, non-managed assets$0370
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0350
Employee benefit-defined benefit accounts, non-managed Assets$0213
Other retirement accounts, non-managed assets$0350
Corporate trust and agency accounts, non-managed assets$0201
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0151
Memoranda
Custody and safekeeping accounts, non-managed assets$0430
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,985
Fiduciary or related activity$01,908
Total fiduciary and related assets$0473
Managed Assets ($)$0446
Personal trust and agency accounts, managed assets$0436
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0353
Employee benefit-defined benefit accounts, managed assets$0257
Other employee benefit and retirement-related accounts, managed assets$0369
Corporate trust and agency accounts, managed assets$0128
Investment management and investment advisory agency accounts, managed assets$0387
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0151
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0447
Personal trust and agency accounts, non-managed assets$0377
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0354
Employee benefit-defined benefit accounts, non-managed Assets$0214
Other retirement accounts, non-managed assets$0349
Corporate trust and agency accounts, non-managed assets$0205
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0159
Memoranda
Custody and safekeeping accounts, non-managed assets$0431
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$02,011
Fiduciary or related activity$01,921
Total fiduciary and related assets$0490
Managed Assets ($)$0461
Personal trust and agency accounts, managed assets$0450
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0360
Employee benefit-defined benefit accounts, managed assets$0261
Other employee benefit and retirement-related accounts, managed assets$0376
Corporate trust and agency accounts, managed assets$0135
Investment management and investment advisory agency accounts, managed assets$0391
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0156
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0458
Personal trust and agency accounts, non-managed assets$0390
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0359
Employee benefit-defined benefit accounts, non-managed Assets$0214
Other retirement accounts, non-managed assets$0354
Corporate trust and agency accounts, non-managed assets$0208
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$0442
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$02,027
Fiduciary or related activity$01,927
Total fiduciary and related assets$01,916
Managed Assets ($)$01,796
Personal trust and agency accounts, managed assets$01,748
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0832
Employee benefit-defined benefit accounts, managed assets$0476
Other employee benefit and retirement-related accounts, managed assets$0820
Corporate trust and agency accounts, managed assets$0371
Investment management and investment advisory agency accounts, managed assets$0941
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0349
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,452
Personal trust and agency accounts, non-managed assets$01,066
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0762
Employee benefit-defined benefit accounts, non-managed Assets$0308
Other retirement accounts, non-managed assets$0883
Corporate trust and agency accounts, non-managed assets$0429
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0299
Memoranda
Custody and safekeeping accounts, non-managed assets$01,046
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$01,948
Fiduciary or related activity$01,876
Total fiduciary and related assets$01,865
Managed Assets ($)$01,766
Personal trust and agency accounts, managed assets$01,716
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0814
Employee benefit-defined benefit accounts, managed assets$0446
Other employee benefit and retirement-related accounts, managed assets$0769
Corporate trust and agency accounts, managed assets$0349
Investment management and investment advisory agency accounts, managed assets$0857
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0364
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,377
Personal trust and agency accounts, non-managed assets$0992
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0725
Employee benefit-defined benefit accounts, non-managed Assets$0282
Other retirement accounts, non-managed assets$0833
Corporate trust and agency accounts, non-managed assets$0429
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0295
Memoranda
Custody and safekeeping accounts, non-managed assets$0969
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA