| 2024-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,615,147,000 | 81 |
| Managed Assets ($) | $2,950,409,000 | 115 |
| Personal trust and agency accounts, managed assets | $1,115,031,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $39,738,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $19,957,000 | 121 |
| Other employee benefit and retirement-related accounts, managed assets | $364,841,000 | 89 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $769,948,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | $638,087,000 | 58 |
| Other fiduciary accounts, managed assets | $2,807,000 | 98 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $317,626,000 | 93 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Non-managed Assets ($) | $6,664,738,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $32,071,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $549,442,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,320,000 | 99 |
| Other retirement accounts, non-managed assets | $23,380,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $5,865,646,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $20,789,000 | 104 |
| Foundation and endowment trust and agency accounts, non-managed assets | $165,209,000 | 29 |
| Other fiduciary accounts, non-managed assets | $2,881,000 | 57 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,915,886,000 | 89 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,412,000 | 173 |
| 2024-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,648,463,000 | 84 |
| Managed Assets ($) | $3,077,269,000 | 112 |
| Personal trust and agency accounts, managed assets | $1,185,207,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $39,976,000 | 102 |
| Employee benefit-defined benefit accounts, managed assets | $20,030,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $374,047,000 | 88 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $795,014,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | $660,476,000 | 57 |
| Other fiduciary accounts, managed assets | $2,519,000 | 67 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $325,428,000 | 92 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,571,194,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $30,365,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $549,456,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,494,000 | 96 |
| Other retirement accounts, non-managed assets | $22,896,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $5,770,198,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $23,780,000 | 81 |
| Foundation and endowment trust and agency accounts, non-managed assets | $165,224,000 | 29 |
| Other fiduciary accounts, non-managed assets | $3,781,000 | 47 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,903,193,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,927,000 | 127 |
| 2024-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,184,279,000 | 83 |
| Managed Assets ($) | $2,857,557,000 | 115 |
| Personal trust and agency accounts, managed assets | $830,301,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $37,969,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $18,822,000 | 121 |
| Other employee benefit and retirement-related accounts, managed assets | $345,326,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $995,153,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | $627,242,000 | 58 |
| Other fiduciary accounts, managed assets | $2,744,000 | 70 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $298,208,000 | 93 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,326,722,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $28,335,000 | 199 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $523,236,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,255,000 | 98 |
| Other retirement accounts, non-managed assets | $21,595,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $5,564,803,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $18,680,000 | 100 |
| Foundation and endowment trust and agency accounts, non-managed assets | $161,175,000 | 29 |
| Other fiduciary accounts, non-managed assets | $3,643,000 | 52 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,840,938,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,625,000 | 147 |
| 2024-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,782,057,000 | 84 |
| Managed Assets ($) | $2,858,053,000 | 113 |
| Personal trust and agency accounts, managed assets | $826,051,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $38,186,000 | 102 |
| Employee benefit-defined benefit accounts, managed assets | $18,304,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $329,354,000 | 97 |
| Corporate trust and agency accounts, managed assets | $0 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $1,011,988,000 | 113 |
| Foundation and endowment trust and agency accounts, managed assets | $629,007,000 | 58 |
| Other fiduciary accounts, managed assets | $5,163,000 | 59 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $283,411,000 | 97 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,924,004,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $29,139,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $521,773,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,207,000 | 97 |
| Other retirement accounts, non-managed assets | $19,187,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $5,163,315,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $21,930,000 | 82 |
| Foundation and endowment trust and agency accounts, non-managed assets | $160,144,000 | 30 |
| Other fiduciary accounts, non-managed assets | $3,309,000 | 47 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,795,726,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,216,000 | 143 |
| 2023-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,470,913,000 | 83 |
| Managed Assets ($) | $2,780,026,000 | 110 |
| Personal trust and agency accounts, managed assets | $783,341,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $36,477,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $17,816,000 | 127 |
| Other employee benefit and retirement-related accounts, managed assets | $309,289,000 | 95 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $1,004,518,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $623,871,000 | 54 |
| Other fiduciary accounts, managed assets | $4,714,000 | 82 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $264,525,000 | 100 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $5,690,887,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $31,851,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $491,296,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,174,000 | 104 |
| Other retirement accounts, non-managed assets | $19,426,000 | 169 |
| Corporate trust and agency accounts, non-managed assets | $4,960,405,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $23,510,000 | 95 |
| Foundation and endowment trust and agency accounts, non-managed assets | $153,673,000 | 30 |
| Other fiduciary accounts, non-managed assets | $5,552,000 | 55 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,744,115,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,426,000 | 189 |
| 2023-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,001,188,000 | 84 |
| Managed Assets ($) | $2,571,946,000 | 114 |
| Personal trust and agency accounts, managed assets | $713,429,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $35,822,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $17,460,000 | 117 |
| Other employee benefit and retirement-related accounts, managed assets | $284,835,000 | 96 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $943,344,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | $574,535,000 | 55 |
| Other fiduciary accounts, managed assets | $2,521,000 | 60 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $242,000,000 | 102 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,429,242,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $12,672,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $466,228,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,854,000 | 94 |
| Other retirement accounts, non-managed assets | $18,329,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $4,748,858,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $27,579,000 | 75 |
| Foundation and endowment trust and agency accounts, non-managed assets | $144,843,000 | 29 |
| Other fiduciary accounts, non-managed assets | $5,879,000 | 43 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,634,808,000 | 90 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,390,000 | 139 |
| 2023-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,637,093,000 | 84 |
| Managed Assets ($) | $2,560,811,000 | 110 |
| Personal trust and agency accounts, managed assets | $724,816,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $36,317,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $17,279,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $282,995,000 | 95 |
| Corporate trust and agency accounts, managed assets | $1,449,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $958,670,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | $536,258,000 | 56 |
| Other fiduciary accounts, managed assets | $3,027,000 | 65 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $238,819,000 | 97 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,076,282,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $18,525,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $451,054,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,066,000 | 98 |
| Other retirement accounts, non-managed assets | $17,742,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $4,410,074,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $22,452,000 | 85 |
| Foundation and endowment trust and agency accounts, non-managed assets | $145,915,000 | 29 |
| Other fiduciary accounts, non-managed assets | $5,454,000 | 49 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,527,205,000 | 88 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,803,000 | 158 |
| 2023-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,510,864,000 | 92 |
| Managed Assets ($) | $2,495,904,000 | 119 |
| Personal trust and agency accounts, managed assets | $693,109,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $36,683,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $17,315,000 | 111 |
| Other employee benefit and retirement-related accounts, managed assets | $271,492,000 | 102 |
| Corporate trust and agency accounts, managed assets | $1,839,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $943,698,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | $529,255,000 | 59 |
| Other fiduciary accounts, managed assets | $2,513,000 | 59 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $228,965,000 | 103 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,014,960,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $9,445,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $432,386,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,046,000 | 98 |
| Other retirement accounts, non-managed assets | $14,875,000 | 138 |
| Corporate trust and agency accounts, non-managed assets | $4,385,396,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $22,714,000 | 82 |
| Foundation and endowment trust and agency accounts, non-managed assets | $139,919,000 | 29 |
| Other fiduciary accounts, non-managed assets | $5,179,000 | 40 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,488,241,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,529,000 | 156 |
| 2022-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,319,306,000 | 91 |
| Managed Assets ($) | $2,423,544,000 | 121 |
| Personal trust and agency accounts, managed assets | $650,928,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $38,989,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $17,160,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $259,685,000 | 105 |
| Corporate trust and agency accounts, managed assets | $2,470,000 | 75 |
| Investment management and investment advisory agency accounts, managed assets | $939,409,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | $512,565,000 | 61 |
| Other fiduciary accounts, managed assets | $2,338,000 | 96 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $217,509,000 | 107 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $4,895,762,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $9,108,000 | 298 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $422,174,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,773,000 | 108 |
| Other retirement accounts, non-managed assets | $15,221,000 | 179 |
| Corporate trust and agency accounts, non-managed assets | $4,292,301,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $22,446,000 | 104 |
| Foundation and endowment trust and agency accounts, non-managed assets | $123,743,000 | 28 |
| Other fiduciary accounts, non-managed assets | $5,996,000 | 45 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,221,222,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,888,000 | 220 |
| 2022-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,911,599,000 | 91 |
| Managed Assets ($) | $2,277,394,000 | 119 |
| Personal trust and agency accounts, managed assets | $615,681,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $39,764,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $17,164,000 | 117 |
| Other employee benefit and retirement-related accounts, managed assets | $248,826,000 | 104 |
| Corporate trust and agency accounts, managed assets | $2,483,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $887,622,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | $463,081,000 | 62 |
| Other fiduciary accounts, managed assets | $2,773,000 | 61 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $208,374,000 | 105 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,634,205,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $8,703,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $388,082,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,543,000 | 100 |
| Other retirement accounts, non-managed assets | $12,243,000 | 158 |
| Corporate trust and agency accounts, non-managed assets | $4,073,621,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $26,381,000 | 76 |
| Foundation and endowment trust and agency accounts, non-managed assets | $114,432,000 | 28 |
| Other fiduciary accounts, non-managed assets | $6,200,000 | 44 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,196,174,000 | 100 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,979,000 | 172 |
| 2022-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,867,563,000 | 69 |
| Managed Assets ($) | $2,367,429,000 | 100 |
| Personal trust and agency accounts, managed assets | $625,664,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $43,692,000 | 102 |
| Employee benefit-defined benefit accounts, managed assets | $18,141,000 | 113 |
| Other employee benefit and retirement-related accounts, managed assets | $258,112,000 | 97 |
| Corporate trust and agency accounts, managed assets | $4,719,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $920,272,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | $494,345,000 | 51 |
| Other fiduciary accounts, managed assets | $2,484,000 | 65 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $215,437,000 | 100 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,500,134,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $11,390,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $405,064,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,865,000 | 94 |
| Other retirement accounts, non-managed assets | $12,632,000 | 159 |
| Corporate trust and agency accounts, non-managed assets | $3,909,615,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $27,883,000 | 69 |
| Foundation and endowment trust and agency accounts, non-managed assets | $123,288,000 | 25 |
| Other fiduciary accounts, non-managed assets | $5,397,000 | 45 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,267,915,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,344,000 | 183 |
| 2022-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,905,222,000 | 78 |
| Managed Assets ($) | $2,535,859,000 | 102 |
| Personal trust and agency accounts, managed assets | $666,567,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $49,186,000 | 97 |
| Employee benefit-defined benefit accounts, managed assets | $19,430,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $273,786,000 | 101 |
| Corporate trust and agency accounts, managed assets | $6,419,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $990,863,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | $526,955,000 | 53 |
| Other fiduciary accounts, managed assets | $2,653,000 | 57 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $227,010,000 | 104 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,369,363,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $14,108,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $430,990,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $59,000 | 108 |
| Other retirement accounts, non-managed assets | $14,005,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $3,741,048,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $23,223,000 | 70 |
| Foundation and endowment trust and agency accounts, non-managed assets | $140,332,000 | 24 |
| Other fiduciary accounts, non-managed assets | $5,598,000 | 40 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,267,611,000 | 88 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,684,000 | 162 |
| 2021-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,976,623,000 | 75 |
| Managed Assets ($) | $2,501,881,000 | 102 |
| Personal trust and agency accounts, managed assets | $671,267,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $49,552,000 | 102 |
| Employee benefit-defined benefit accounts, managed assets | $20,199,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $277,547,000 | 101 |
| Corporate trust and agency accounts, managed assets | $17,056,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $941,791,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | $522,155,000 | 52 |
| Other fiduciary accounts, managed assets | $2,314,000 | 99 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $228,854,000 | 105 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $4,474,742,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $8,831,000 | 282 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $439,791,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $56,000 | 136 |
| Other retirement accounts, non-managed assets | $14,379,000 | 190 |
| Corporate trust and agency accounts, non-managed assets | $3,814,097,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $39,443,000 | 69 |
| Foundation and endowment trust and agency accounts, non-managed assets | $152,408,000 | 25 |
| Other fiduciary accounts, non-managed assets | $5,737,000 | 49 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,007,943,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,051,000 | 232 |
| 2021-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,515,494,000 | 78 |
| Managed Assets ($) | $2,381,322,000 | 108 |
| Personal trust and agency accounts, managed assets | $647,100,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $49,696,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $19,975,000 | 111 |
| Other employee benefit and retirement-related accounts, managed assets | $266,892,000 | 104 |
| Corporate trust and agency accounts, managed assets | $16,735,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $898,174,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $480,341,000 | 52 |
| Other fiduciary accounts, managed assets | $2,409,000 | 59 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $219,193,000 | 107 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,134,172,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $9,995,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $417,410,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $53,000 | 111 |
| Other retirement accounts, non-managed assets | $14,227,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $3,495,039,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $39,771,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $146,750,000 | 26 |
| Other fiduciary accounts, non-managed assets | $10,927,000 | 42 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $987,059,000 | 92 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,941,000 | 159 |
| 2021-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,438,376,000 | 77 |
| Managed Assets ($) | $2,372,563,000 | 106 |
| Personal trust and agency accounts, managed assets | $636,059,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $48,412,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $20,487,000 | 117 |
| Other employee benefit and retirement-related accounts, managed assets | $266,675,000 | 104 |
| Corporate trust and agency accounts, managed assets | $17,240,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $896,886,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $483,887,000 | 50 |
| Other fiduciary accounts, managed assets | $2,917,000 | 65 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $218,122,000 | 109 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,065,813,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $8,084,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $352,007,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,000 | 119 |
| Other retirement accounts, non-managed assets | $14,141,000 | 153 |
| Corporate trust and agency accounts, non-managed assets | $3,494,772,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $40,196,000 | 63 |
| Foundation and endowment trust and agency accounts, non-managed assets | $147,555,000 | 26 |
| Other fiduciary accounts, non-managed assets | $9,009,000 | 44 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $990,037,000 | 89 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,844,000 | 180 |
| 2021-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,332,604,000 | 77 |
| Managed Assets ($) | $2,340,842,000 | 103 |
| Personal trust and agency accounts, managed assets | $617,972,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $46,312,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $19,504,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $255,615,000 | 104 |
| Corporate trust and agency accounts, managed assets | $16,166,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $906,705,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | $475,745,000 | 51 |
| Other fiduciary accounts, managed assets | $2,823,000 | 56 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $208,592,000 | 109 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,991,762,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $9,067,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $335,639,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $44,000 | 112 |
| Other retirement accounts, non-managed assets | $13,804,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $3,471,060,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $14,744,000 | 87 |
| Foundation and endowment trust and agency accounts, non-managed assets | $139,188,000 | 26 |
| Other fiduciary accounts, non-managed assets | $8,216,000 | 41 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $969,911,000 | 90 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,517,000 | 164 |
| 2020-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,305,055,000 | 78 |
| Managed Assets ($) | $2,258,776,000 | 106 |
| Personal trust and agency accounts, managed assets | $598,750,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $45,340,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $19,017,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $237,649,000 | 104 |
| Corporate trust and agency accounts, managed assets | $18,069,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $886,036,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $451,430,000 | 52 |
| Other fiduciary accounts, managed assets | $2,485,000 | 94 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $192,636,000 | 113 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $4,046,279,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $7,763,000 | 277 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $319,089,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,000 | 140 |
| Other retirement accounts, non-managed assets | $13,802,000 | 192 |
| Corporate trust and agency accounts, non-managed assets | $3,545,698,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $15,846,000 | 108 |
| Foundation and endowment trust and agency accounts, non-managed assets | $135,557,000 | 28 |
| Other fiduciary accounts, non-managed assets | $8,483,000 | 42 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $967,777,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,545,000 | 240 |
| 2020-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,679,047,000 | 77 |
| Managed Assets ($) | $2,092,352,000 | 107 |
| Personal trust and agency accounts, managed assets | $561,497,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $43,282,000 | 97 |
| Employee benefit-defined benefit accounts, managed assets | $17,414,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $214,555,000 | 107 |
| Corporate trust and agency accounts, managed assets | $16,896,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $827,846,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $408,473,000 | 52 |
| Other fiduciary accounts, managed assets | $2,389,000 | 60 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $172,331,000 | 117 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,586,695,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $7,548,000 | 199 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $289,184,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,000 | 116 |
| Other retirement accounts, non-managed assets | $13,159,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $3,128,326,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $17,473,000 | 78 |
| Foundation and endowment trust and agency accounts, non-managed assets | $123,217,000 | 29 |
| Other fiduciary accounts, non-managed assets | $7,752,000 | 40 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,211,691,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,977,000 | 167 |
| 2020-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,594,501,000 | 74 |
| Managed Assets ($) | $2,012,524,000 | 107 |
| Personal trust and agency accounts, managed assets | $548,324,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $40,975,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $16,797,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $203,780,000 | 110 |
| Corporate trust and agency accounts, managed assets | $17,381,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $786,358,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $396,460,000 | 51 |
| Other fiduciary accounts, managed assets | $2,449,000 | 68 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $163,571,000 | 117 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,581,977,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $6,581,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $266,295,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,000 | 127 |
| Other retirement accounts, non-managed assets | $11,784,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $3,159,688,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $12,474,000 | 103 |
| Foundation and endowment trust and agency accounts, non-managed assets | $117,707,000 | 30 |
| Other fiduciary accounts, non-managed assets | $7,417,000 | 42 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,335,039,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,157,000 | 323 |
| 2020-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,109,813,000 | 77 |
| Managed Assets ($) | $1,814,659,000 | 107 |
| Personal trust and agency accounts, managed assets | $507,794,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $39,077,000 | 98 |
| Employee benefit-defined benefit accounts, managed assets | $16,238,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $185,507,000 | 108 |
| Corporate trust and agency accounts, managed assets | $16,225,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $681,590,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $365,745,000 | 50 |
| Other fiduciary accounts, managed assets | $2,483,000 | 66 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $148,278,000 | 114 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,295,154,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $6,538,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $260,243,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,000 | 121 |
| Other retirement accounts, non-managed assets | $11,001,000 | 150 |
| Corporate trust and agency accounts, non-managed assets | $2,890,621,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $13,544,000 | 82 |
| Foundation and endowment trust and agency accounts, non-managed assets | $106,361,000 | 31 |
| Other fiduciary accounts, non-managed assets | $6,820,000 | 44 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,338,654,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,843,000 | 175 |
| 2019-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,270,232,000 | 84 |
| Managed Assets ($) | $2,020,813,000 | 109 |
| Personal trust and agency accounts, managed assets | $567,261,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $43,034,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $18,621,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $208,644,000 | 114 |
| Corporate trust and agency accounts, managed assets | $17,903,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $739,891,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $423,082,000 | 49 |
| Other fiduciary accounts, managed assets | $2,377,000 | 110 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $166,470,000 | 118 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $3,249,419,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $14,292,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $281,191,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,000 | 150 |
| Other retirement accounts, non-managed assets | $13,655,000 | 195 |
| Corporate trust and agency accounts, non-managed assets | $2,790,151,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $15,000,000 | 109 |
| Foundation and endowment trust and agency accounts, non-managed assets | $127,624,000 | 33 |
| Other fiduciary accounts, non-managed assets | $7,484,000 | 50 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,228,681,000 | 90 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,415,000 | 236 |
| 2019-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,847,275,000 | 91 |
| Managed Assets ($) | $1,938,068,000 | 111 |
| Personal trust and agency accounts, managed assets | $536,877,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $42,057,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $17,987,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $204,562,000 | 109 |
| Corporate trust and agency accounts, managed assets | $16,716,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $717,386,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | $400,921,000 | 51 |
| Other fiduciary accounts, managed assets | $1,562,000 | 73 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $160,409,000 | 116 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,909,207,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $6,958,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $269,546,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 124 |
| Other retirement accounts, non-managed assets | $14,250,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $2,476,549,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $12,296,000 | 85 |
| Foundation and endowment trust and agency accounts, non-managed assets | $122,074,000 | 32 |
| Other fiduciary accounts, non-managed assets | $7,534,000 | 45 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,217,354,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,021,000 | 165 |
| 2019-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,853,415,000 | 89 |
| Managed Assets ($) | $1,888,931,000 | 113 |
| Personal trust and agency accounts, managed assets | $537,619,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $18,341,000 | 158 |
| Employee benefit-defined benefit accounts, managed assets | $17,758,000 | 127 |
| Other employee benefit and retirement-related accounts, managed assets | $201,728,000 | 109 |
| Corporate trust and agency accounts, managed assets | $17,147,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $694,394,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | $399,819,000 | 50 |
| Other fiduciary accounts, managed assets | $2,125,000 | 75 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $158,565,000 | 113 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,964,484,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $6,041,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $286,272,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 132 |
| Other retirement accounts, non-managed assets | $13,702,000 | 155 |
| Corporate trust and agency accounts, non-managed assets | $2,524,892,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $6,756,000 | 120 |
| Foundation and endowment trust and agency accounts, non-managed assets | $120,029,000 | 30 |
| Other fiduciary accounts, non-managed assets | $6,792,000 | 47 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,174,775,000 | 86 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,186,000 | 179 |
| 2019-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,773,150,000 | 88 |
| Managed Assets ($) | $1,828,479,000 | 118 |
| Personal trust and agency accounts, managed assets | $527,918,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $16,788,000 | 162 |
| Employee benefit-defined benefit accounts, managed assets | $17,397,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $193,737,000 | 106 |
| Corporate trust and agency accounts, managed assets | $5,983,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $669,219,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | $395,326,000 | 50 |
| Other fiduciary accounts, managed assets | $2,111,000 | 75 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $150,740,000 | 115 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,944,671,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $5,876,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $261,550,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $13,571,000 | 155 |
| Corporate trust and agency accounts, non-managed assets | $2,530,722,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $8,572,000 | 110 |
| Foundation and endowment trust and agency accounts, non-managed assets | $118,313,000 | 28 |
| Other fiduciary accounts, non-managed assets | $6,067,000 | 49 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,168,630,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,073,000 | 178 |
| 2018-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,705,213,000 | 81 |
| Managed Assets ($) | $1,714,684,000 | 115 |
| Personal trust and agency accounts, managed assets | $503,873,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $17,161,000 | 174 |
| Employee benefit-defined benefit accounts, managed assets | $16,995,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $179,549,000 | 105 |
| Corporate trust and agency accounts, managed assets | $5,935,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $620,801,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $368,569,000 | 51 |
| Other fiduciary accounts, managed assets | $1,801,000 | 113 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $138,212,000 | 111 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $2,990,529,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $5,106,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $260,879,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $11,602,000 | 205 |
| Corporate trust and agency accounts, non-managed assets | $2,586,273,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $10,319,000 | 134 |
| Foundation and endowment trust and agency accounts, non-managed assets | $110,501,000 | 29 |
| Other fiduciary accounts, non-managed assets | $5,849,000 | 55 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,080,405,000 | 89 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,142,000 | 256 |
| 2018-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,925,638,000 | 83 |
| Managed Assets ($) | $1,787,815,000 | 117 |
| Personal trust and agency accounts, managed assets | $515,035,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $18,276,000 | 162 |
| Employee benefit-defined benefit accounts, managed assets | $18,275,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $195,692,000 | 102 |
| Corporate trust and agency accounts, managed assets | $5,942,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $651,250,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | $381,244,000 | 51 |
| Other fiduciary accounts, managed assets | $2,101,000 | 76 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $148,546,000 | 111 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,137,823,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $3,223,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $288,862,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $14,279,000 | 150 |
| Corporate trust and agency accounts, non-managed assets | $2,684,467,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $11,268,000 | 102 |
| Foundation and endowment trust and agency accounts, non-managed assets | $129,005,000 | 27 |
| Other fiduciary accounts, non-managed assets | $6,719,000 | 48 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,042,070,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,728,000 | 175 |
| 2018-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,045,912,000 | 79 |
| Managed Assets ($) | $1,767,875,000 | 113 |
| Personal trust and agency accounts, managed assets | $504,178,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $17,856,000 | 167 |
| Employee benefit-defined benefit accounts, managed assets | $18,027,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $188,853,000 | 101 |
| Corporate trust and agency accounts, managed assets | $5,908,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $655,118,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | $375,854,000 | 49 |
| Other fiduciary accounts, managed assets | $2,081,000 | 72 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $142,089,000 | 112 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,278,037,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $3,044,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $279,784,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $13,978,000 | 150 |
| Corporate trust and agency accounts, non-managed assets | $2,839,428,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $13,768,000 | 98 |
| Foundation and endowment trust and agency accounts, non-managed assets | $121,895,000 | 28 |
| Other fiduciary accounts, non-managed assets | $6,140,000 | 52 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $951,777,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,449,000 | 174 |
| 2018-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,879,874,000 | 81 |
| Managed Assets ($) | $1,739,164,000 | 117 |
| Personal trust and agency accounts, managed assets | $508,706,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $17,547,000 | 169 |
| Employee benefit-defined benefit accounts, managed assets | $18,047,000 | 127 |
| Other employee benefit and retirement-related accounts, managed assets | $185,458,000 | 99 |
| Corporate trust and agency accounts, managed assets | $5,937,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $636,490,000 | 105 |
| Foundation and endowment trust and agency accounts, managed assets | $364,769,000 | 52 |
| Other fiduciary accounts, managed assets | $2,210,000 | 72 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $139,087,000 | 113 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,140,710,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $2,915,000 | 251 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $275,453,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $13,623,000 | 157 |
| Corporate trust and agency accounts, non-managed assets | $2,726,039,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $10,118,000 | 108 |
| Foundation and endowment trust and agency accounts, non-managed assets | $106,817,000 | 30 |
| Other fiduciary accounts, non-managed assets | $5,745,000 | 53 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $955,622,000 | 88 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,166,000 | 177 |
| 2017-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,770,034,000 | 81 |
| Managed Assets ($) | $1,751,291,000 | 115 |
| Personal trust and agency accounts, managed assets | $510,089,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $17,922,000 | 183 |
| Employee benefit-defined benefit accounts, managed assets | $18,446,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $178,961,000 | 101 |
| Corporate trust and agency accounts, managed assets | $5,926,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $646,881,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $370,886,000 | 51 |
| Other fiduciary accounts, managed assets | $2,180,000 | 114 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $132,556,000 | 115 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $3,018,743,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $2,799,000 | 387 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $278,800,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 163 |
| Other retirement accounts, non-managed assets | $23,467,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $2,589,072,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $10,562,000 | 130 |
| Foundation and endowment trust and agency accounts, non-managed assets | $108,933,000 | 31 |
| Other fiduciary accounts, non-managed assets | $5,110,000 | 61 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $772,248,000 | 98 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,814,000 | 235 |
| 2017-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,706,605,000 | 79 |
| Managed Assets ($) | $1,760,632,000 | 111 |
| Personal trust and agency accounts, managed assets | $497,336,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $20,187,000 | 157 |
| Employee benefit-defined benefit accounts, managed assets | $17,855,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $170,389,000 | 100 |
| Corporate trust and agency accounts, managed assets | $53,983,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $639,717,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | $358,963,000 | 51 |
| Other fiduciary accounts, managed assets | $2,202,000 | 72 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $123,340,000 | 123 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,945,973,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $2,731,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $263,186,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $23,191,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $2,540,433,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $12,195,000 | 98 |
| Foundation and endowment trust and agency accounts, non-managed assets | $99,458,000 | 31 |
| Other fiduciary accounts, non-managed assets | $4,779,000 | 59 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $740,716,000 | 92 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,144,000 | 174 |
| 2017-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,648,551,000 | 77 |
| Managed Assets ($) | $1,730,386,000 | 109 |
| Personal trust and agency accounts, managed assets | $446,970,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $19,344,000 | 159 |
| Employee benefit-defined benefit accounts, managed assets | $17,405,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $161,843,000 | 101 |
| Corporate trust and agency accounts, managed assets | $66,553,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $625,507,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $390,621,000 | 53 |
| Other fiduciary accounts, managed assets | $2,143,000 | 76 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $116,161,000 | 126 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,918,165,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $2,504,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $245,025,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $23,227,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $2,538,063,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $8,486,000 | 108 |
| Foundation and endowment trust and agency accounts, non-managed assets | $96,407,000 | 33 |
| Other fiduciary accounts, non-managed assets | $4,453,000 | 58 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $545,813,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,230,000 | 171 |
| 2017-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,466,515,000 | 79 |
| Managed Assets ($) | $1,710,810,000 | 109 |
| Personal trust and agency accounts, managed assets | $441,053,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $19,638,000 | 159 |
| Employee benefit-defined benefit accounts, managed assets | $17,158,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $158,207,000 | 97 |
| Corporate trust and agency accounts, managed assets | $78,377,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $601,578,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | $392,513,000 | 52 |
| Other fiduciary accounts, managed assets | $2,286,000 | 71 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $112,567,000 | 123 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,755,705,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $2,415,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $236,110,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $31,307,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $2,377,035,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $10,128,000 | 101 |
| Foundation and endowment trust and agency accounts, non-managed assets | $94,358,000 | 31 |
| Other fiduciary accounts, non-managed assets | $4,352,000 | 62 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $500,617,000 | 109 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,354,000 | 171 |
| 2016-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,476,026,000 | 79 |
| Managed Assets ($) | $1,642,554,000 | 109 |
| Personal trust and agency accounts, managed assets | $427,473,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $18,928,000 | 183 |
| Employee benefit-defined benefit accounts, managed assets | $16,775,000 | 138 |
| Other employee benefit and retirement-related accounts, managed assets | $153,292,000 | 97 |
| Corporate trust and agency accounts, managed assets | $84,762,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $562,359,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $376,794,000 | 52 |
| Other fiduciary accounts, managed assets | $2,171,000 | 108 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $109,094,000 | 122 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $2,833,472,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $2,407,000 | 418 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $243,277,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $31,665,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $2,449,641,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $10,348,000 | 124 |
| Foundation and endowment trust and agency accounts, non-managed assets | $92,462,000 | 30 |
| Other fiduciary accounts, non-managed assets | $3,672,000 | 71 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $473,303,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,261,000 | 235 |
| 2016-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,072,171,000 | 85 |
| Managed Assets ($) | $1,611,345,000 | 108 |
| Personal trust and agency accounts, managed assets | $411,738,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $18,932,000 | 161 |
| Employee benefit-defined benefit accounts, managed assets | $16,244,000 | 129 |
| Other employee benefit and retirement-related accounts, managed assets | $147,613,000 | 99 |
| Corporate trust and agency accounts, managed assets | $94,797,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $549,328,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | $370,341,000 | 51 |
| Other fiduciary accounts, managed assets | $2,352,000 | 69 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $103,201,000 | 130 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,460,826,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $2,442,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $235,970,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 137 |
| Other retirement accounts, non-managed assets | $33,011,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $2,080,724,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $12,192,000 | 95 |
| Foundation and endowment trust and agency accounts, non-managed assets | $92,727,000 | 31 |
| Other fiduciary accounts, non-managed assets | $3,760,000 | 59 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $466,456,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,356,000 | 170 |
| 2016-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,119,893,000 | 81 |
| Managed Assets ($) | $1,502,357,000 | 112 |
| Personal trust and agency accounts, managed assets | $400,364,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $19,447,000 | 163 |
| Employee benefit-defined benefit accounts, managed assets | $15,416,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $142,469,000 | 99 |
| Corporate trust and agency accounts, managed assets | $12,323,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $544,796,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | $364,972,000 | 51 |
| Other fiduciary accounts, managed assets | $2,570,000 | 75 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $98,397,000 | 135 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,617,536,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $3,553,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $227,173,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $114,000 | 135 |
| Other retirement accounts, non-managed assets | $32,904,000 | 98 |
| Corporate trust and agency accounts, non-managed assets | $2,246,307,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $13,962,000 | 91 |
| Foundation and endowment trust and agency accounts, non-managed assets | $89,831,000 | 30 |
| Other fiduciary accounts, non-managed assets | $3,692,000 | 59 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $483,118,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,291,000 | 171 |
| 2016-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,041,615,000 | 83 |
| Managed Assets ($) | $1,488,278,000 | 114 |
| Personal trust and agency accounts, managed assets | $392,548,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $19,391,000 | 163 |
| Employee benefit-defined benefit accounts, managed assets | $15,058,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $138,605,000 | 101 |
| Corporate trust and agency accounts, managed assets | $12,330,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $544,637,000 | 105 |
| Foundation and endowment trust and agency accounts, managed assets | $363,127,000 | 52 |
| Other fiduciary accounts, managed assets | $2,582,000 | 76 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $97,702,000 | 130 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,553,337,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $3,544,000 | 251 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $223,877,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $100,000 | 132 |
| Other retirement accounts, non-managed assets | $32,333,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $2,185,849,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $14,957,000 | 87 |
| Foundation and endowment trust and agency accounts, non-managed assets | $89,748,000 | 30 |
| Other fiduciary accounts, non-managed assets | $2,929,000 | 59 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $485,115,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,029,000 | 171 |
| 2015-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,984,659,000 | 80 |
| Managed Assets ($) | $1,395,302,000 | 116 |
| Personal trust and agency accounts, managed assets | $387,902,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $19,370,000 | 180 |
| Employee benefit-defined benefit accounts, managed assets | $14,807,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $131,796,000 | 104 |
| Corporate trust and agency accounts, managed assets | $12,328,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $460,979,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | $365,364,000 | 50 |
| Other fiduciary accounts, managed assets | $2,756,000 | 109 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $91,428,000 | 133 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $2,589,357,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $3,610,000 | 355 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $215,959,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 174 |
| Other retirement accounts, non-managed assets | $32,077,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $2,236,047,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $9,650,000 | 131 |
| Foundation and endowment trust and agency accounts, non-managed assets | $89,308,000 | 30 |
| Other fiduciary accounts, non-managed assets | $2,706,000 | 71 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $539,566,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,939,000 | 244 |
| 2015-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,813,451,000 | 82 |
| Managed Assets ($) | $1,384,308,000 | 116 |
| Personal trust and agency accounts, managed assets | $395,250,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $18,899,000 | 163 |
| Employee benefit-defined benefit accounts, managed assets | $14,166,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $130,353,000 | 106 |
| Corporate trust and agency accounts, managed assets | $12,344,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $453,885,000 | 113 |
| Foundation and endowment trust and agency accounts, managed assets | $356,692,000 | 48 |
| Other fiduciary accounts, managed assets | $2,719,000 | 82 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $90,799,000 | 130 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,429,143,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $2,311,000 | 260 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $206,388,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000 | 139 |
| Other retirement accounts, non-managed assets | $52,191,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $2,066,424,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $10,937,000 | 95 |
| Foundation and endowment trust and agency accounts, non-managed assets | $88,478,000 | 31 |
| Other fiduciary accounts, non-managed assets | $2,413,000 | 61 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $531,099,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,101,000 | 170 |
| 2015-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,913,419,000 | 84 |
| Managed Assets ($) | $1,416,810,000 | 117 |
| Personal trust and agency accounts, managed assets | $402,768,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $20,372,000 | 166 |
| Employee benefit-defined benefit accounts, managed assets | $14,681,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $135,918,000 | 106 |
| Corporate trust and agency accounts, managed assets | $12,340,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $458,510,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | $369,664,000 | 52 |
| Other fiduciary accounts, managed assets | $2,557,000 | 83 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $94,763,000 | 129 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,496,609,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $2,311,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $219,311,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,264,000 | 87 |
| Other retirement accounts, non-managed assets | $52,370,000 | 77 |
| Corporate trust and agency accounts, non-managed assets | $2,078,054,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $12,673,000 | 94 |
| Foundation and endowment trust and agency accounts, non-managed assets | $94,272,000 | 33 |
| Other fiduciary accounts, non-managed assets | $2,354,000 | 63 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $470,148,000 | 115 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,664,000 | 172 |
| 2015-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,090,723,000 | 81 |
| Managed Assets ($) | $1,421,935,000 | 115 |
| Personal trust and agency accounts, managed assets | $404,837,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $20,737,000 | 164 |
| Employee benefit-defined benefit accounts, managed assets | $14,896,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $134,200,000 | 108 |
| Corporate trust and agency accounts, managed assets | $12,355,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $456,766,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | $375,092,000 | 50 |
| Other fiduciary accounts, managed assets | $3,052,000 | 76 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $92,429,000 | 130 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,668,788,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $2,341,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $205,021,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $232,406,000 | 44 |
| Other retirement accounts, non-managed assets | $51,508,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $2,070,691,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $8,935,000 | 112 |
| Foundation and endowment trust and agency accounts, non-managed assets | $95,235,000 | 34 |
| Other fiduciary accounts, non-managed assets | $2,651,000 | 64 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $481,475,000 | 113 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,021,000 | 176 |
| 2014-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,047,679,000 | 80 |
| Managed Assets ($) | $1,418,774,000 | 114 |
| Personal trust and agency accounts, managed assets | $408,633,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $41,471,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $14,651,000 | 156 |
| Other employee benefit and retirement-related accounts, managed assets | $129,073,000 | 106 |
| Corporate trust and agency accounts, managed assets | $12,344,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $447,318,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | $363,043,000 | 51 |
| Other fiduciary accounts, managed assets | $2,241,000 | 115 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $87,917,000 | 134 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $2,628,905,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $2,371,000 | 419 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $176,697,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $237,801,000 | 44 |
| Other retirement accounts, non-managed assets | $52,298,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $2,050,782,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $10,775,000 | 123 |
| Foundation and endowment trust and agency accounts, non-managed assets | $95,140,000 | 34 |
| Other fiduciary accounts, non-managed assets | $3,041,000 | 74 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $465,113,000 | 122 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,282,000 | 246 |
| 2014-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,972,947,000 | 80 |
| Managed Assets ($) | $1,358,785,000 | 115 |
| Personal trust and agency accounts, managed assets | $423,434,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $40,663,000 | 119 |
| Employee benefit-defined benefit accounts, managed assets | $14,072,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $127,284,000 | 104 |
| Corporate trust and agency accounts, managed assets | $12,361,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $374,479,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | $363,903,000 | 48 |
| Other fiduciary accounts, managed assets | $2,589,000 | 76 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $86,732,000 | 134 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,614,162,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $10,654,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $169,287,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $243,847,000 | 43 |
| Other retirement accounts, non-managed assets | $51,342,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $2,041,702,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $94,559,000 | 30 |
| Other fiduciary accounts, non-managed assets | $2,771,000 | 65 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $473,340,000 | 112 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,399,000 | 174 |
| 2014-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,269,416,000 | 78 |
| Managed Assets ($) | $1,392,726,000 | 112 |
| Personal trust and agency accounts, managed assets | $537,857,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $48,893,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $6,400,000 | 170 |
| Other employee benefit and retirement-related accounts, managed assets | $92,813,000 | 141 |
| Corporate trust and agency accounts, managed assets | $12,341,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $293,357,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | $363,999,000 | 46 |
| Other fiduciary accounts, managed assets | $37,066,000 | 36 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $84,619,000 | 132 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,876,690,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $15,917,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $167,801,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $256,034,000 | 43 |
| Other retirement accounts, non-managed assets | $51,849,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $2,256,034,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $95,797,000 | 31 |
| Other fiduciary accounts, non-managed assets | $33,258,000 | 39 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $471,341,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,436,000 | 173 |
| 2014-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,276,792,000 | 77 |
| Managed Assets ($) | $1,330,274,000 | 115 |
| Personal trust and agency accounts, managed assets | $464,596,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $46,515,000 | 114 |
| Employee benefit-defined benefit accounts, managed assets | $6,243,000 | 172 |
| Other employee benefit and retirement-related accounts, managed assets | $89,635,000 | 141 |
| Corporate trust and agency accounts, managed assets | $9,444,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $331,172,000 | 143 |
| Foundation and endowment trust and agency accounts, managed assets | $345,216,000 | 46 |
| Other fiduciary accounts, managed assets | $37,453,000 | 38 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $81,582,000 | 137 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,946,518,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $10,500,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $194,432,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $264,967,000 | 43 |
| Other retirement accounts, non-managed assets | $15,938,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $2,342,296,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $73,898,000 | 34 |
| Other fiduciary accounts, non-managed assets | $44,487,000 | 37 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $410,697,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,406,000 | 172 |
| 2013-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,272,225,000 | 77 |
| Managed Assets ($) | $1,297,981,000 | 119 |
| Personal trust and agency accounts, managed assets | $453,076,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $49,472,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $6,068,000 | 199 |
| Other employee benefit and retirement-related accounts, managed assets | $82,587,000 | 153 |
| Corporate trust and agency accounts, managed assets | $9,435,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $335,348,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | $325,871,000 | 48 |
| Other fiduciary accounts, managed assets | $36,124,000 | 40 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $74,591,000 | 144 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $2,974,244,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $12,233,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $193,641,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $263,055,000 | 42 |
| Other retirement accounts, non-managed assets | $15,848,000 | 183 |
| Corporate trust and agency accounts, non-managed assets | $2,376,136,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $73,186,000 | 35 |
| Other fiduciary accounts, non-managed assets | $40,145,000 | 38 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $352,188,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,323,000 | 251 |
| 2013-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,396,565,000 | 75 |
| Managed Assets ($) | $1,204,965,000 | 118 |
| Personal trust and agency accounts, managed assets | $415,896,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $46,279,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $5,987,000 | 164 |
| Other employee benefit and retirement-related accounts, managed assets | $75,246,000 | 151 |
| Corporate trust and agency accounts, managed assets | $9,436,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $305,703,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | $311,599,000 | 46 |
| Other fiduciary accounts, managed assets | $34,819,000 | 37 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $67,448,000 | 145 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,191,600,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $13,650,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $184,139,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $257,453,000 | 45 |
| Other retirement accounts, non-managed assets | $15,899,000 | 135 |
| Corporate trust and agency accounts, non-managed assets | $2,628,195,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $71,547,000 | 31 |
| Other fiduciary accounts, non-managed assets | $20,717,000 | 43 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $332,422,000 | 130 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,425,000 | 174 |
| 2013-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,228,607,000 | 75 |
| Managed Assets ($) | $1,154,940,000 | 116 |
| Personal trust and agency accounts, managed assets | $339,449,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $42,856,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $5,708,000 | 164 |
| Other employee benefit and retirement-related accounts, managed assets | $70,272,000 | 153 |
| Corporate trust and agency accounts, managed assets | $9,436,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $350,512,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | $302,876,000 | 45 |
| Other fiduciary accounts, managed assets | $33,831,000 | 35 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $62,698,000 | 148 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,073,667,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $11,165,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $175,288,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $260,819,000 | 45 |
| Other retirement accounts, non-managed assets | $15,650,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $2,518,331,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $71,220,000 | 31 |
| Other fiduciary accounts, non-managed assets | $21,194,000 | 42 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $301,904,000 | 131 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,227,000 | 173 |
| 2013-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,188,671,000 | 75 |
| Managed Assets ($) | $1,138,008,000 | 118 |
| Personal trust and agency accounts, managed assets | $334,881,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $42,402,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $5,613,000 | 165 |
| Other employee benefit and retirement-related accounts, managed assets | $68,900,000 | 155 |
| Corporate trust and agency accounts, managed assets | $12,387,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $339,742,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | $302,545,000 | 45 |
| Other fiduciary accounts, managed assets | $31,538,000 | 39 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $61,405,000 | 146 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,050,663,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $13,527,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $153,376,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $261,753,000 | 44 |
| Other retirement accounts, non-managed assets | $14,681,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $2,511,607,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $72,593,000 | 32 |
| Other fiduciary accounts, non-managed assets | $23,126,000 | 41 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $312,197,000 | 128 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,325,000 | 184 |
| 2012-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,089,186,000 | 73 |
| Managed Assets ($) | $1,096,689,000 | 117 |
| Personal trust and agency accounts, managed assets | $338,679,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $39,666,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $5,269,000 | 206 |
| Other employee benefit and retirement-related accounts, managed assets | $64,582,000 | 157 |
| Corporate trust and agency accounts, managed assets | $12,390,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $320,344,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | $284,920,000 | 44 |
| Other fiduciary accounts, managed assets | $30,839,000 | 40 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $57,523,000 | 147 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $2,992,497,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $12,419,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $146,664,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $246,353,000 | 45 |
| Other retirement accounts, non-managed assets | $14,667,000 | 185 |
| Corporate trust and agency accounts, non-managed assets | $2,476,565,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $2,245,000 | 219 |
| Foundation and endowment trust and agency accounts, non-managed assets | $69,298,000 | 30 |
| Other fiduciary accounts, non-managed assets | $24,286,000 | 41 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $280,182,000 | 145 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,316,000 | 262 |
| 2012-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,669,885,000 | 74 |
| Managed Assets ($) | $1,060,951,000 | 121 |
| Personal trust and agency accounts, managed assets | $315,404,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $38,472,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $5,194,000 | 163 |
| Other employee benefit and retirement-related accounts, managed assets | $62,723,000 | 159 |
| Corporate trust and agency accounts, managed assets | $12,390,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $312,698,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | $284,328,000 | 41 |
| Other fiduciary accounts, managed assets | $29,742,000 | 38 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $55,196,000 | 151 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,608,934,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $14,061,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $135,905,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $241,309,000 | 47 |
| Other retirement accounts, non-managed assets | $14,756,000 | 138 |
| Corporate trust and agency accounts, non-managed assets | $2,104,275,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $70,422,000 | 27 |
| Other fiduciary accounts, non-managed assets | $28,206,000 | 41 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $266,957,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,400,000 | 171 |
| 2012-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,558,479,000 | 77 |
| Managed Assets ($) | $1,027,582,000 | 119 |
| Personal trust and agency accounts, managed assets | $308,798,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $38,691,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $5,017,000 | 167 |
| Other employee benefit and retirement-related accounts, managed assets | $59,798,000 | 158 |
| Corporate trust and agency accounts, managed assets | $12,389,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $298,058,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | $275,421,000 | 41 |
| Other fiduciary accounts, managed assets | $29,410,000 | 36 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $52,565,000 | 153 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,530,897,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $15,277,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $135,777,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $229,294,000 | 47 |
| Other retirement accounts, non-managed assets | $14,358,000 | 132 |
| Corporate trust and agency accounts, non-managed assets | $2,043,793,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $58,487,000 | 31 |
| Other fiduciary accounts, non-managed assets | $33,911,000 | 39 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $288,273,000 | 133 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,017,000 | 169 |
| 2012-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,445,216,000 | 78 |
| Managed Assets ($) | $1,044,064,000 | 119 |
| Personal trust and agency accounts, managed assets | $313,216,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $40,049,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $5,150,000 | 169 |
| Other employee benefit and retirement-related accounts, managed assets | $59,702,000 | 157 |
| Corporate trust and agency accounts, managed assets | $14,720,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $301,052,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | $281,737,000 | 43 |
| Other fiduciary accounts, managed assets | $28,438,000 | 35 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $52,317,000 | 149 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,401,152,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $13,491,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $141,073,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $238,414,000 | 48 |
| Other retirement accounts, non-managed assets | $14,614,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $1,907,847,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $60,785,000 | 29 |
| Other fiduciary accounts, non-managed assets | $24,928,000 | 41 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $281,418,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,328,000 | 170 |
| 2011-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,268,465,000 | 79 |
| Managed Assets ($) | $934,615,000 | 124 |
| Personal trust and agency accounts, managed assets | $297,214,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $36,108,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $4,810,000 | 212 |
| Other employee benefit and retirement-related accounts, managed assets | $51,889,000 | 168 |
| Corporate trust and agency accounts, managed assets | $14,718,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $262,605,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | $239,835,000 | 47 |
| Other fiduciary accounts, managed assets | $27,436,000 | 36 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $45,126,000 | 164 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $2,333,850,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $10,744,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $136,518,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $218,626,000 | 47 |
| Other retirement accounts, non-managed assets | $14,570,000 | 172 |
| Corporate trust and agency accounts, non-managed assets | $1,875,239,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $58,113,000 | 32 |
| Other fiduciary accounts, non-managed assets | $20,040,000 | 46 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $401,551,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,331,000 | 244 |
| 2011-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,302,384,000 | 81 |
| Managed Assets ($) | $886,847,000 | 126 |
| Personal trust and agency accounts, managed assets | $290,224,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $34,114,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $4,672,000 | 172 |
| Other employee benefit and retirement-related accounts, managed assets | $52,594,000 | 164 |
| Corporate trust and agency accounts, managed assets | $14,720,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $236,741,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | $227,334,000 | 48 |
| Other fiduciary accounts, managed assets | $26,448,000 | 36 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $42,996,000 | 165 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,415,537,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $11,602,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $135,148,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $205,294,000 | 48 |
| Other retirement accounts, non-managed assets | $14,424,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $1,971,668,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $57,829,000 | 29 |
| Other fiduciary accounts, non-managed assets | $19,572,000 | 42 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $395,733,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,230,000 | 160 |
| 2011-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,425,835,000 | 82 |
| Managed Assets ($) | $910,490,000 | 129 |
| Personal trust and agency accounts, managed assets | $294,056,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $38,030,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $5,390,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $56,144,000 | 162 |
| Corporate trust and agency accounts, managed assets | $14,723,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $222,080,000 | 155 |
| Foundation and endowment trust and agency accounts, managed assets | $251,963,000 | 46 |
| Other fiduciary accounts, managed assets | $28,104,000 | 37 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $45,406,000 | 165 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,515,345,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $10,505,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $142,945,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $216,431,000 | 49 |
| Other retirement accounts, non-managed assets | $14,821,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $2,047,572,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $63,139,000 | 29 |
| Other fiduciary accounts, non-managed assets | $19,932,000 | 45 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $382,851,000 | 117 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,679,000 | 163 |
| 2011-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,391,741,000 | 80 |
| Managed Assets ($) | $891,490,000 | 129 |
| Personal trust and agency accounts, managed assets | $291,952,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $15,992,000 | 180 |
| Employee benefit-defined benefit accounts, managed assets | $5,545,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $56,542,000 | 156 |
| Corporate trust and agency accounts, managed assets | $16,213,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $224,141,000 | 154 |
| Foundation and endowment trust and agency accounts, managed assets | $253,207,000 | 45 |
| Other fiduciary accounts, managed assets | $27,898,000 | 35 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $45,840,000 | 158 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,500,251,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $11,436,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $163,480,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $215,492,000 | 50 |
| Other retirement accounts, non-managed assets | $14,696,000 | 136 |
| Corporate trust and agency accounts, non-managed assets | $2,049,527,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $26,312,000 | 38 |
| Other fiduciary accounts, non-managed assets | $19,308,000 | 45 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $393,165,000 | 117 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,626,000 | 162 |
| 2010-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,411,005,000 | 80 |
| Managed Assets ($) | $842,685,000 | 134 |
| Personal trust and agency accounts, managed assets | $282,363,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $15,311,000 | 216 |
| Employee benefit-defined benefit accounts, managed assets | $5,433,000 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $54,719,000 | 157 |
| Corporate trust and agency accounts, managed assets | $17,844,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $199,620,000 | 161 |
| Foundation and endowment trust and agency accounts, managed assets | $241,316,000 | 45 |
| Other fiduciary accounts, managed assets | $26,079,000 | 38 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $44,318,000 | 158 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $2,568,320,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $10,551,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $149,528,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $206,405,000 | 50 |
| Other retirement accounts, non-managed assets | $14,635,000 | 181 |
| Corporate trust and agency accounts, non-managed assets | $2,139,077,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $29,902,000 | 40 |
| Other fiduciary accounts, non-managed assets | $18,222,000 | 47 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $355,742,000 | 133 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,591,000 | 241 |
| 2010-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,351,496,000 | 71 |
| Managed Assets ($) | $803,964,000 | 136 |
| Personal trust and agency accounts, managed assets | $270,656,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $14,544,000 | 184 |
| Employee benefit-defined benefit accounts, managed assets | $5,417,000 | 175 |
| Other employee benefit and retirement-related accounts, managed assets | $52,339,000 | 154 |
| Corporate trust and agency accounts, managed assets | $27,908,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $180,506,000 | 163 |
| Foundation and endowment trust and agency accounts, managed assets | $225,778,000 | 47 |
| Other fiduciary accounts, managed assets | $26,816,000 | 34 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $41,739,000 | 158 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,547,532,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $12,670,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $149,758,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $195,206,000 | 49 |
| Other retirement accounts, non-managed assets | $14,086,000 | 132 |
| Corporate trust and agency accounts, non-managed assets | $3,126,649,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $29,665,000 | 39 |
| Other fiduciary accounts, non-managed assets | $19,498,000 | 44 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $372,916,000 | 118 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,109,000 | 153 |
| 2010-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,386,798,000 | 78 |
| Managed Assets ($) | $762,669,000 | 133 |
| Personal trust and agency accounts, managed assets | $259,073,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $13,806,000 | 186 |
| Employee benefit-defined benefit accounts, managed assets | $5,138,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $48,537,000 | 156 |
| Corporate trust and agency accounts, managed assets | $33,239,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $170,188,000 | 168 |
| Foundation and endowment trust and agency accounts, managed assets | $206,743,000 | 44 |
| Other fiduciary accounts, managed assets | $25,945,000 | 37 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $39,041,000 | 153 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,624,129,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $14,063,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $142,139,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $164,323,000 | 51 |
| Other retirement accounts, non-managed assets | $14,108,000 | 132 |
| Corporate trust and agency accounts, non-managed assets | $2,239,226,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,991,000 | 38 |
| Other fiduciary accounts, non-managed assets | $21,279,000 | 43 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $356,086,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,195,000 | 149 |
| 2010-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,384,780,000 | 80 |
| Managed Assets ($) | $790,464,000 | 136 |
| Personal trust and agency accounts, managed assets | $260,843,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $22,484,000 | 159 |
| Employee benefit-defined benefit accounts, managed assets | $5,763,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $50,168,000 | 159 |
| Corporate trust and agency accounts, managed assets | $33,979,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $178,841,000 | 169 |
| Foundation and endowment trust and agency accounts, managed assets | $212,234,000 | 43 |
| Other fiduciary accounts, managed assets | $26,152,000 | 37 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $40,034,000 | 154 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,594,316,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $18,247,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $140,990,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $174,938,000 | 52 |
| Other retirement accounts, non-managed assets | $14,166,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $2,187,599,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,178,000 | 38 |
| Other fiduciary accounts, non-managed assets | $22,198,000 | 42 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $303,964,000 | 134 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,261,000 | 147 |
| 2009-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,017,868,000 | 84 |
| Managed Assets ($) | $753,043,000 | 137 |
| Personal trust and agency accounts, managed assets | $226,373,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $24,005,000 | 168 |
| Employee benefit-defined benefit accounts, managed assets | $5,671,000 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $45,379,000 | 168 |
| Corporate trust and agency accounts, managed assets | $34,753,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $191,089,000 | 163 |
| Foundation and endowment trust and agency accounts, managed assets | $199,715,000 | 45 |
| Other fiduciary accounts, managed assets | $26,058,000 | 41 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $35,739,000 | 162 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $2,264,825,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $9,589,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $130,734,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $171,574,000 | 54 |
| Other retirement accounts, non-managed assets | $14,365,000 | 180 |
| Corporate trust and agency accounts, non-managed assets | $1,878,844,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $37,411,000 | 36 |
| Other fiduciary accounts, non-managed assets | $22,308,000 | 50 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $396,898,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,482,000 | 244 |
| 2009-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,925,297,000 | 85 |
| Managed Assets ($) | $711,343,000 | 143 |
| Personal trust and agency accounts, managed assets | $409,741,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $23,390,000 | 157 |
| Employee benefit-defined benefit accounts, managed assets | $5,579,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $43,576,000 | 166 |
| Corporate trust and agency accounts, managed assets | $35,845,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $168,437,000 | 188 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $24,775,000 | 46 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,213,954,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $11,810,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $128,992,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $163,649,000 | 52 |
| Other retirement accounts, non-managed assets | $14,902,000 | 132 |
| Corporate trust and agency accounts, non-managed assets | $1,872,753,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $21,848,000 | 56 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $429,570,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,771,374,000 | 87 |
| Managed Assets ($) | $613,583,000 | 153 |
| Personal trust and agency accounts, managed assets | $376,469,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $20,745,000 | 167 |
| Employee benefit-defined benefit accounts, managed assets | $5,047,000 | 172 |
| Other employee benefit and retirement-related accounts, managed assets | $39,818,000 | 169 |
| Corporate trust and agency accounts, managed assets | $3,209,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $145,032,000 | 195 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $23,263,000 | 46 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,157,791,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $12,768,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $121,395,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $136,325,000 | 53 |
| Other retirement accounts, non-managed assets | $14,115,000 | 137 |
| Corporate trust and agency accounts, non-managed assets | $1,853,206,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $19,982,000 | 54 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $434,267,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,746,055,000 | 86 |
| Managed Assets ($) | $583,319,000 | 153 |
| Personal trust and agency accounts, managed assets | $353,964,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $21,249,000 | 156 |
| Employee benefit-defined benefit accounts, managed assets | $4,795,000 | 172 |
| Other employee benefit and retirement-related accounts, managed assets | $36,115,000 | 171 |
| Corporate trust and agency accounts, managed assets | $3,182,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $141,213,000 | 195 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $22,801,000 | 45 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,162,736,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $8,816,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $114,334,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $119,642,000 | 53 |
| Other retirement accounts, non-managed assets | $13,317,000 | 135 |
| Corporate trust and agency accounts, non-managed assets | $1,880,959,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $25,668,000 | 51 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $451,297,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,778,070,000 | 91 |
| Managed Assets ($) | $626,385,000 | 151 |
| Personal trust and agency accounts, managed assets | $382,285,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $25,898,000 | 160 |
| Employee benefit-defined benefit accounts, managed assets | $5,014,000 | 223 |
| Other employee benefit and retirement-related accounts, managed assets | $38,257,000 | 170 |
| Corporate trust and agency accounts, managed assets | $3,185,000 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $149,581,000 | 194 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $22,165,000 | 52 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,151,685,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $9,519,000 | 293 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $108,935,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $130,764,000 | 57 |
| Other retirement accounts, non-managed assets | $13,565,000 | 199 |
| Corporate trust and agency accounts, non-managed assets | $1,862,733,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $26,169,000 | 63 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $442,858,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,898,004,000 | 88 |
| Managed Assets ($) | $652,295,000 | 153 |
| Personal trust and agency accounts, managed assets | $375,584,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $24,788,000 | 167 |
| Employee benefit-defined benefit accounts, managed assets | $5,640,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $45,626,000 | 162 |
| Corporate trust and agency accounts, managed assets | $3,134,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $175,276,000 | 190 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $22,247,000 | 48 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,245,709,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $10,801,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $131,641,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $152,315,000 | 57 |
| Other retirement accounts, non-managed assets | $14,041,000 | 153 |
| Corporate trust and agency accounts, non-managed assets | $1,907,883,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $29,028,000 | 57 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $464,331,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,830,986,000 | 100 |
| Managed Assets ($) | $642,723,000 | 163 |
| Personal trust and agency accounts, managed assets | $355,705,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $23,311,000 | 176 |
| Employee benefit-defined benefit accounts, managed assets | $6,053,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $48,943,000 | 162 |
| Corporate trust and agency accounts, managed assets | $3,129,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $183,256,000 | 195 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $22,326,000 | 49 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,188,263,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $11,040,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $135,198,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $141,094,000 | 63 |
| Other retirement accounts, non-managed assets | $14,371,000 | 156 |
| Corporate trust and agency accounts, non-managed assets | $1,854,471,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $32,089,000 | 57 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $342,120,000 | 139 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,868,776,000 | 103 |
| Managed Assets ($) | $606,538,000 | 171 |
| Personal trust and agency accounts, managed assets | $332,746,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $23,793,000 | 176 |
| Employee benefit-defined benefit accounts, managed assets | $6,417,000 | 172 |
| Other employee benefit and retirement-related accounts, managed assets | $51,051,000 | 155 |
| Corporate trust and agency accounts, managed assets | $3,128,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $167,330,000 | 204 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $22,073,000 | 53 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,262,238,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $12,862,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $135,444,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $144,330,000 | 64 |
| Other retirement accounts, non-managed assets | $13,812,000 | 155 |
| Corporate trust and agency accounts, non-managed assets | $1,936,693,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $19,097,000 | 67 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $331,402,000 | 145 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,845,701,000 | 101 |
| Managed Assets ($) | $583,471,000 | 178 |
| Personal trust and agency accounts, managed assets | $326,941,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $24,985,000 | 198 |
| Employee benefit-defined benefit accounts, managed assets | $6,544,000 | 213 |
| Other employee benefit and retirement-related accounts, managed assets | $52,109,000 | 152 |
| Corporate trust and agency accounts, managed assets | $3,077,000 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $148,077,000 | 223 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $21,738,000 | 63 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,262,230,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $10,670,000 | 303 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $131,827,000 | 111 |
| Employee benefit-defined benefit accounts, non-managed Assets | $152,506,000 | 66 |
| Other retirement accounts, non-managed assets | $13,728,000 | 216 |
| Corporate trust and agency accounts, non-managed assets | $1,937,741,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $15,758,000 | 75 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $359,839,000 | 148 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,893,276,000 | 101 |
| Managed Assets ($) | $608,948,000 | 176 |
| Personal trust and agency accounts, managed assets | $349,833,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $23,518,000 | 186 |
| Employee benefit-defined benefit accounts, managed assets | $6,740,000 | 169 |
| Other employee benefit and retirement-related accounts, managed assets | $55,498,000 | 146 |
| Corporate trust and agency accounts, managed assets | $3,046,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $148,905,000 | 220 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $21,408,000 | 54 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,284,328,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $12,088,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $134,737,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $155,873,000 | 64 |
| Other retirement accounts, non-managed assets | $14,654,000 | 150 |
| Corporate trust and agency accounts, non-managed assets | $1,950,546,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $16,430,000 | 63 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $339,109,000 | 145 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,938,906,000 | 99 |
| Managed Assets ($) | $643,544,000 | 175 |
| Personal trust and agency accounts, managed assets | $394,767,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $23,605,000 | 185 |
| Employee benefit-defined benefit accounts, managed assets | $6,564,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $54,736,000 | 148 |
| Corporate trust and agency accounts, managed assets | $3,000,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $140,307,000 | 221 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $20,565,000 | 55 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,295,362,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $12,459,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $132,689,000 | 111 |
| Employee benefit-defined benefit accounts, non-managed Assets | $142,136,000 | 70 |
| Other retirement accounts, non-managed assets | $14,063,000 | 158 |
| Corporate trust and agency accounts, non-managed assets | $1,980,984,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $13,031,000 | 62 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $329,587,000 | 156 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,892,667,000 | 97 |
| Managed Assets ($) | $609,647,000 | 177 |
| Personal trust and agency accounts, managed assets | $378,427,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $22,960,000 | 185 |
| Employee benefit-defined benefit accounts, managed assets | $6,426,000 | 175 |
| Other employee benefit and retirement-related accounts, managed assets | $52,344,000 | 144 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $130,335,000 | 228 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $19,155,000 | 53 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,283,020,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $10,184,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $130,915,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $137,162,000 | 69 |
| Other retirement accounts, non-managed assets | $14,152,000 | 154 |
| Corporate trust and agency accounts, non-managed assets | $1,980,924,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $9,683,000 | 65 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $320,757,000 | 156 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,827,380,000 | 99 |
| Managed Assets ($) | $618,928,000 | 177 |
| Personal trust and agency accounts, managed assets | $373,969,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $19,646,000 | 228 |
| Employee benefit-defined benefit accounts, managed assets | $24,005,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $49,701,000 | 148 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $133,194,000 | 227 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $18,413,000 | 59 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,208,452,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $8,831,000 | 309 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $66,075,000 | 150 |
| Employee benefit-defined benefit accounts, non-managed Assets | $134,307,000 | 70 |
| Other retirement accounts, non-managed assets | $14,412,000 | 211 |
| Corporate trust and agency accounts, non-managed assets | $1,972,034,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $12,793,000 | 76 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $315,372,000 | 161 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,801,956,000 | 102 |
| Managed Assets ($) | $594,865,000 | 181 |
| Personal trust and agency accounts, managed assets | $362,057,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $20,240,000 | 190 |
| Employee benefit-defined benefit accounts, managed assets | $23,232,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $47,666,000 | 152 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $124,096,000 | 226 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $17,574,000 | 58 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,207,091,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $10,453,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $34,468,000 | 178 |
| Employee benefit-defined benefit accounts, non-managed Assets | $131,094,000 | 72 |
| Other retirement accounts, non-managed assets | $14,046,000 | 159 |
| Corporate trust and agency accounts, non-managed assets | $2,004,328,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $12,702,000 | 64 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $294,159,000 | 160 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,630,073,000 | 109 |
| Managed Assets ($) | $587,042,000 | 187 |
| Personal trust and agency accounts, managed assets | $354,608,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $19,927,000 | 199 |
| Employee benefit-defined benefit accounts, managed assets | $22,668,000 | 138 |
| Other employee benefit and retirement-related accounts, managed assets | $45,819,000 | 157 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $126,946,000 | 229 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $17,074,000 | 62 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,043,031,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $8,199,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $35,434,000 | 181 |
| Employee benefit-defined benefit accounts, non-managed Assets | $97,197,000 | 84 |
| Other retirement accounts, non-managed assets | $13,581,000 | 164 |
| Corporate trust and agency accounts, non-managed assets | $1,876,370,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $12,250,000 | 69 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $264,781,000 | 164 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,645,916,000 | 108 |
| Managed Assets ($) | $604,918,000 | 186 |
| Personal trust and agency accounts, managed assets | $366,530,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $20,005,000 | 207 |
| Employee benefit-defined benefit accounts, managed assets | $23,207,000 | 138 |
| Other employee benefit and retirement-related accounts, managed assets | $47,130,000 | 152 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $131,384,000 | 222 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $16,662,000 | 65 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,040,998,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $8,387,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $35,872,000 | 184 |
| Employee benefit-defined benefit accounts, non-managed Assets | $97,388,000 | 81 |
| Other retirement accounts, non-managed assets | $13,797,000 | 163 |
| Corporate trust and agency accounts, non-managed assets | $1,876,118,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $9,436,000 | 72 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $263,576,000 | 164 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,686,219,000 | 107 |
| Managed Assets ($) | $587,166,000 | 188 |
| Personal trust and agency accounts, managed assets | $352,074,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $19,143,000 | 240 |
| Employee benefit-defined benefit accounts, managed assets | $28,631,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $45,496,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $125,788,000 | 230 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $16,034,000 | 71 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,099,053,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $7,640,000 | 332 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $53,948,000 | 175 |
| Employee benefit-defined benefit accounts, non-managed Assets | $120,162,000 | 81 |
| Other retirement accounts, non-managed assets | $13,359,000 | 216 |
| Corporate trust and agency accounts, non-managed assets | $1,893,101,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $10,843,000 | 80 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $263,254,000 | 169 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,566,277,000 | 112 |
| Managed Assets ($) | $544,838,000 | 191 |
| Personal trust and agency accounts, managed assets | $321,457,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $18,644,000 | 202 |
| Employee benefit-defined benefit accounts, managed assets | $28,899,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $44,540,000 | 146 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $115,550,000 | 226 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $15,748,000 | 63 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,021,439,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $8,265,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $31,830,000 | 189 |
| Employee benefit-defined benefit accounts, non-managed Assets | $94,466,000 | 84 |
| Other retirement accounts, non-managed assets | $13,765,000 | 156 |
| Corporate trust and agency accounts, non-managed assets | $1,854,114,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $18,999,000 | 65 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $220,007,000 | 169 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,777,454,000 | 105 |
| Managed Assets ($) | $759,028,000 | 160 |
| Personal trust and agency accounts, managed assets | $555,455,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $18,317,000 | 208 |
| Employee benefit-defined benefit accounts, managed assets | $28,552,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $42,398,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $99,419,000 | 246 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $14,887,000 | 62 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,018,426,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $8,552,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $27,910,000 | 197 |
| Employee benefit-defined benefit accounts, non-managed Assets | $81,896,000 | 87 |
| Other retirement accounts, non-managed assets | $13,063,000 | 159 |
| Corporate trust and agency accounts, non-managed assets | $1,868,105,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $18,900,000 | 66 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $316,439,000 | 149 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,554,065,000 | 113 |
| Managed Assets ($) | $494,286,000 | 203 |
| Personal trust and agency accounts, managed assets | $293,615,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $19,463,000 | 207 |
| Employee benefit-defined benefit accounts, managed assets | $28,642,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $41,690,000 | 149 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $105,343,000 | 236 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,533,000 | 74 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,059,779,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $6,375,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $27,516,000 | 197 |
| Employee benefit-defined benefit accounts, non-managed Assets | $81,440,000 | 89 |
| Other retirement accounts, non-managed assets | $13,040,000 | 161 |
| Corporate trust and agency accounts, non-managed assets | $1,917,262,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $14,146,000 | 69 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $210,762,000 | 176 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,572,017,000 | 115 |
| Managed Assets ($) | $495,047,000 | 199 |
| Personal trust and agency accounts, managed assets | $293,871,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $21,124,000 | 241 |
| Employee benefit-defined benefit accounts, managed assets | $29,547,000 | 127 |
| Other employee benefit and retirement-related accounts, managed assets | $40,028,000 | 156 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $106,304,000 | 244 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,173,000 | 102 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,076,970,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $8,172,000 | 326 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $57,762,000 | 151 |
| Employee benefit-defined benefit accounts, non-managed Assets | $81,223,000 | 91 |
| Other retirement accounts, non-managed assets | $12,693,000 | 216 |
| Corporate trust and agency accounts, non-managed assets | $1,890,191,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $26,929,000 | 70 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $223,437,000 | 180 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,177,301,000 | 121 |
| Managed Assets ($) | $477,964,000 | 196 |
| Personal trust and agency accounts, managed assets | $276,180,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $19,834,000 | 202 |
| Employee benefit-defined benefit accounts, managed assets | $28,132,000 | 121 |
| Other employee benefit and retirement-related accounts, managed assets | $38,329,000 | 152 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $111,220,000 | 216 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,269,000 | 69 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,699,337,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $9,149,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $25,509,000 | 201 |
| Employee benefit-defined benefit accounts, non-managed Assets | $74,861,000 | 90 |
| Other retirement accounts, non-managed assets | $12,084,000 | 163 |
| Corporate trust and agency accounts, non-managed assets | $1,551,815,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $25,919,000 | 63 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $213,045,000 | 176 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,199,559,000 | 122 |
| Managed Assets ($) | $445,437,000 | 203 |
| Personal trust and agency accounts, managed assets | $269,686,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $19,803,000 | 208 |
| Employee benefit-defined benefit accounts, managed assets | $18,982,000 | 145 |
| Other employee benefit and retirement-related accounts, managed assets | $34,836,000 | 162 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $98,313,000 | 236 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,817,000 | 75 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,754,122,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $9,432,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $24,928,000 | 204 |
| Employee benefit-defined benefit accounts, non-managed Assets | $75,249,000 | 89 |
| Other retirement accounts, non-managed assets | $14,845,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $1,615,790,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $13,878,000 | 67 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $212,947,000 | 182 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,117,668,000 | 123 |
| Managed Assets ($) | $404,230,000 | 213 |
| Personal trust and agency accounts, managed assets | $252,256,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $19,859,000 | 208 |
| Employee benefit-defined benefit accounts, managed assets | $19,108,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $36,477,000 | 157 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $72,781,000 | 258 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,749,000 | 78 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,713,438,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $7,150,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $37,747,000 | 176 |
| Employee benefit-defined benefit accounts, non-managed Assets | $75,934,000 | 92 |
| Other retirement accounts, non-managed assets | $12,435,000 | 162 |
| Corporate trust and agency accounts, non-managed assets | $1,567,024,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $13,148,000 | 70 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $207,152,000 | 184 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,054,279,000 | 128 |
| Managed Assets ($) | $391,024,000 | 226 |
| Personal trust and agency accounts, managed assets | $245,971,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $19,213,000 | 252 |
| Employee benefit-defined benefit accounts, managed assets | $18,890,000 | 158 |
| Other employee benefit and retirement-related accounts, managed assets | $34,910,000 | 164 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $68,355,000 | 292 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,685,000 | 125 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,663,255,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $6,228,000 | 373 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $44,252,000 | 183 |
| Employee benefit-defined benefit accounts, non-managed Assets | $74,206,000 | 93 |
| Other retirement accounts, non-managed assets | $14,139,000 | 201 |
| Corporate trust and agency accounts, non-managed assets | $1,502,798,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $21,632,000 | 80 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $202,852,000 | 198 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,926,482,000 | 137 |
| Managed Assets ($) | $388,228,000 | 225 |
| Personal trust and agency accounts, managed assets | $231,814,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $18,203,000 | 228 |
| Employee benefit-defined benefit accounts, managed assets | $17,799,000 | 152 |
| Other employee benefit and retirement-related accounts, managed assets | $30,666,000 | 173 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $86,016,000 | 235 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,730,000 | 101 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,538,254,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $7,876,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $100,526,000 | 132 |
| Employee benefit-defined benefit accounts, non-managed Assets | $60,027,000 | 102 |
| Other retirement accounts, non-managed assets | $13,909,000 | 170 |
| Corporate trust and agency accounts, non-managed assets | $1,334,343,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $21,573,000 | 79 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $200,602,000 | 195 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,803,140,000 | 141 |
| Managed Assets ($) | $398,351,000 | 224 |
| Personal trust and agency accounts, managed assets | $229,795,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $30,866,000 | 186 |
| Employee benefit-defined benefit accounts, managed assets | $17,168,000 | 157 |
| Other employee benefit and retirement-related accounts, managed assets | $27,447,000 | 184 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $89,801,000 | 230 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,274,000 | 102 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,404,789,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $11,286,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $110,162,000 | 124 |
| Employee benefit-defined benefit accounts, non-managed Assets | $56,160,000 | 106 |
| Other retirement accounts, non-managed assets | $14,995,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $1,188,964,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $23,222,000 | 79 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $204,271,000 | 198 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,728,687,000 | 143 |
| Managed Assets ($) | $394,415,000 | 224 |
| Personal trust and agency accounts, managed assets | $217,085,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $28,599,000 | 192 |
| Employee benefit-defined benefit accounts, managed assets | $16,354,000 | 156 |
| Other employee benefit and retirement-related accounts, managed assets | $24,276,000 | 191 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $105,436,000 | 209 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,665,000 | 109 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,334,272,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $7,929,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $99,617,000 | 123 |
| Employee benefit-defined benefit accounts, non-managed Assets | $51,364,000 | 108 |
| Other retirement accounts, non-managed assets | $14,037,000 | 168 |
| Corporate trust and agency accounts, non-managed assets | $1,144,051,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $17,274,000 | 80 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $203,650,000 | 203 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,723,061,000 | 141 |
| Managed Assets ($) | $394,943,000 | 222 |
| Personal trust and agency accounts, managed assets | $213,251,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $28,354,000 | 205 |
| Employee benefit-defined benefit accounts, managed assets | $16,509,000 | 167 |
| Other employee benefit and retirement-related accounts, managed assets | $22,660,000 | 212 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $111,466,000 | 206 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,703,000 | 145 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,328,118,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $8,203,000 | 350 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $96,073,000 | 129 |
| Employee benefit-defined benefit accounts, non-managed Assets | $53,295,000 | 107 |
| Other retirement accounts, non-managed assets | $14,118,000 | 204 |
| Corporate trust and agency accounts, non-managed assets | $1,131,888,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $24,541,000 | 81 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $199,607,000 | 206 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,656,129,000 | 136 |
| Managed Assets ($) | $385,256,000 | 224 |
| Personal trust and agency accounts, managed assets | $218,594,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $29,694,000 | 205 |
| Employee benefit-defined benefit accounts, managed assets | $18,600,000 | 159 |
| Other employee benefit and retirement-related accounts, managed assets | $26,612,000 | 180 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $88,355,000 | 224 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,401,000 | 128 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,270,873,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $10,185,000 | 314 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $92,610,000 | 116 |
| Employee benefit-defined benefit accounts, non-managed Assets | $53,894,000 | 100 |
| Other retirement accounts, non-managed assets | $13,630,000 | 206 |
| Corporate trust and agency accounts, non-managed assets | $1,056,172,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $44,382,000 | 64 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $190,469,000 | 204 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
