Home > Bank of Texas. > Total Fiduciary and Related Assets
Bank of Texas., Total Fiduciary and Related Assets
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,169,495,000 | 101 |
| Managed Assets ($) | $933,184,000 | 126 |
| Personal trust and agency accounts, managed assets | $497,939,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,111,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $9,075,000 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $30,267,000 | 236 |
| Corporate trust and agency accounts, managed assets | $4,952,000 | 74 |
| Investment management and investment advisory agency accounts, managed assets | $316,169,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $17,671,000 | 192 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $30,267,000 | 202 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $48,863,000 | 48 |
| Non-managed Assets ($) | $1,236,311,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $10,488,000 | 246 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $493,458,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $670,101,000 | 36 |
| Other retirement accounts, non-managed assets | $5,927,000 | 326 |
| Corporate trust and agency accounts, non-managed assets | $55,667,000 | 67 |
| Investment management and advisory agency accounts, non-managed assets | $670,000 | 284 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $415,324,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,446,000 | 406 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,060,255,000 | 105 |
| Managed Assets ($) | $918,701,000 | 128 |
| Personal trust and agency accounts, managed assets | $485,882,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $54,720,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $8,762,000 | 154 |
| Other employee benefit and retirement-related accounts, managed assets | $29,561,000 | 219 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $322,371,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | $17,405,000 | 164 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $29,561,000 | 187 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,141,554,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $9,731,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $455,256,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $636,408,000 | 37 |
| Other retirement accounts, non-managed assets | $5,587,000 | 203 |
| Corporate trust and agency accounts, non-managed assets | $33,899,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | $673,000 | 135 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $419,340,000 | 112 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,254,000 | 230 |
| 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 | $1,888,321,000 | 106 |
| Managed Assets ($) | $833,166,000 | 125 |
| Personal trust and agency accounts, managed assets | $462,270,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,007,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $8,217,000 | 158 |
| Other employee benefit and retirement-related accounts, managed assets | $25,220,000 | 222 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $284,444,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | $17,008,000 | 163 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $25,220,000 | 186 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,055,155,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $10,364,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $414,844,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $584,479,000 | 36 |
| Other retirement accounts, non-managed assets | $5,326,000 | 203 |
| Corporate trust and agency accounts, non-managed assets | $35,905,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | $4,237,000 | 93 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $403,892,000 | 115 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,995,000 | 228 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,029,875,000 | 106 |
| Managed Assets ($) | $870,404,000 | 126 |
| Personal trust and agency accounts, managed assets | $478,985,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,732,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $8,833,000 | 155 |
| Other employee benefit and retirement-related accounts, managed assets | $21,384,000 | 243 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $300,646,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | $23,824,000 | 146 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $21,384,000 | 204 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,159,471,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $10,843,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $473,498,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $623,832,000 | 35 |
| Other retirement accounts, non-managed assets | $5,212,000 | 208 |
| Corporate trust and agency accounts, non-managed assets | $45,408,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | $678,000 | 128 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $270,338,000 | 144 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,212,000 | 223 |
| 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 | $1,989,873,000 | 108 |
| Managed Assets ($) | $843,612,000 | 129 |
| Personal trust and agency accounts, managed assets | $464,467,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,505,000 | 142 |
| Employee benefit-defined benefit accounts, managed assets | $9,229,000 | 180 |
| Other employee benefit and retirement-related accounts, managed assets | $19,806,000 | 279 |
| Corporate trust and agency accounts, managed assets | $17,000 | 219 |
| Investment management and investment advisory agency accounts, managed assets | $291,745,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | $23,843,000 | 147 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $19,806,000 | 235 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $47,089,000 | 48 |
| Non-managed Assets ($) | $1,146,261,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $15,627,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $449,371,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $599,892,000 | 36 |
| Other retirement accounts, non-managed assets | $5,172,000 | 350 |
| Corporate trust and agency accounts, non-managed assets | $72,775,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | $3,424,000 | 149 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $235,140,000 | 162 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,172,000 | 415 |
| 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 | $1,903,436,000 | 110 |
| Managed Assets ($) | $818,681,000 | 130 |
| Personal trust and agency accounts, managed assets | $483,382,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,279,000 | 130 |
| Employee benefit-defined benefit accounts, managed assets | $9,123,000 | 158 |
| Other employee benefit and retirement-related accounts, managed assets | $18,026,000 | 236 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $274,871,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,084,755,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $20,826,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $423,750,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $582,151,000 | 37 |
| Other retirement accounts, non-managed assets | $4,946,000 | 209 |
| Corporate trust and agency accounts, non-managed assets | $53,082,000 | 69 |
| 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 | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $212,057,000 | 156 |
| 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 | $1,715,896,000 | 112 |
| Managed Assets ($) | $775,675,000 | 129 |
| Personal trust and agency accounts, managed assets | $464,290,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,798,000 | 136 |
| Employee benefit-defined benefit accounts, managed assets | $8,521,000 | 155 |
| Other employee benefit and retirement-related accounts, managed assets | $14,701,000 | 251 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $258,365,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $940,221,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $20,132,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $371,912,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $510,414,000 | 37 |
| Other retirement accounts, non-managed assets | $4,958,000 | 209 |
| Corporate trust and agency accounts, non-managed assets | $32,805,000 | 78 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $211,170,000 | 159 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,581,344,000 | 112 |
| Managed Assets ($) | $724,706,000 | 135 |
| Personal trust and agency accounts, managed assets | $445,471,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,550,000 | 133 |
| Employee benefit-defined benefit accounts, managed assets | $8,080,000 | 152 |
| Other employee benefit and retirement-related accounts, managed assets | $12,012,000 | 257 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $231,593,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $856,638,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $24,260,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $346,434,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $445,078,000 | 38 |
| Other retirement accounts, non-managed assets | $4,427,000 | 208 |
| Corporate trust and agency accounts, non-managed assets | $36,439,000 | 72 |
| 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 | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $178,713,000 | 167 |
| 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 | $1,629,643,000 | 116 |
| Managed Assets ($) | $738,670,000 | 139 |
| Personal trust and agency accounts, managed assets | $449,467,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,492,000 | 156 |
| Employee benefit-defined benefit accounts, managed assets | $8,505,000 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $12,875,000 | 324 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $241,331,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $890,973,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $23,917,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $349,171,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $473,865,000 | 41 |
| Other retirement accounts, non-managed assets | $4,616,000 | 377 |
| Corporate trust and agency accounts, non-managed assets | $39,404,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $192,202,000 | 174 |
| 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 | $1,804,501,000 | 115 |
| Managed Assets ($) | $746,918,000 | 143 |
| Personal trust and agency accounts, managed assets | $459,909,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,130,000 | 220 |
| Employee benefit-defined benefit accounts, managed assets | $9,808,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $15,374,000 | 268 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $252,697,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,057,583,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $36,434,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $419,757,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $553,940,000 | 42 |
| Other retirement accounts, non-managed assets | $5,234,000 | 231 |
| Corporate trust and agency accounts, non-managed assets | $42,218,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $246,811,000 | 163 |
| 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 | $1,370,662,000 | 144 |
| Managed Assets ($) | $786,518,000 | 149 |
| Personal trust and agency accounts, managed assets | $473,105,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,734,000 | 219 |
| Employee benefit-defined benefit accounts, managed assets | $10,699,000 | 153 |
| Other employee benefit and retirement-related accounts, managed assets | $16,493,000 | 269 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $275,487,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $584,144,000 | 119 |
| Personal trust and agency accounts, non-managed assets | $40,023,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $466,256,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $56,284,000 | 86 |
| Other retirement accounts, non-managed assets | $6,016,000 | 218 |
| Corporate trust and agency accounts, non-managed assets | $15,565,000 | 86 |
| 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 | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $235,463,000 | 164 |
| 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 | $1,360,595,000 | 149 |
| Managed Assets ($) | $767,826,000 | 157 |
| Personal trust and agency accounts, managed assets | $462,449,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,117,000 | 220 |
| Employee benefit-defined benefit accounts, managed assets | $10,931,000 | 152 |
| Other employee benefit and retirement-related accounts, managed assets | $15,254,000 | 280 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $269,075,000 | 153 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $592,769,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $40,635,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $471,858,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $57,012,000 | 90 |
| Other retirement accounts, non-managed assets | $6,787,000 | 208 |
| Corporate trust and agency accounts, non-managed assets | $16,477,000 | 86 |
| 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 | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $220,286,000 | 165 |
| 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 | $1,355,388,000 | 151 |
| Managed Assets ($) | $765,741,000 | 156 |
| Personal trust and agency accounts, managed assets | $463,982,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,846,000 | 297 |
| Employee benefit-defined benefit accounts, managed assets | $11,490,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $15,299,000 | 323 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $264,124,000 | 156 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $589,647,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $33,464,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $480,901,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $53,518,000 | 94 |
| Other retirement accounts, non-managed assets | $5,884,000 | 362 |
| Corporate trust and agency accounts, non-managed assets | $15,880,000 | 101 |
| 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 | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $219,425,000 | 175 |
| 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 | $1,369,185,000 | 150 |
| Managed Assets ($) | $767,675,000 | 154 |
| Personal trust and agency accounts, managed assets | $454,806,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,114,000 | 225 |
| Employee benefit-defined benefit accounts, managed assets | $11,513,000 | 152 |
| Other employee benefit and retirement-related accounts, managed assets | $15,366,000 | 271 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $274,876,000 | 148 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $601,510,000 | 120 |
| Personal trust and agency accounts, non-managed assets | $33,474,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $506,129,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $52,734,000 | 93 |
| Other retirement accounts, non-managed assets | $5,597,000 | 215 |
| Corporate trust and agency accounts, non-managed assets | $3,576,000 | 111 |
| 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 | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $241,033,000 | 160 |
| 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 | $1,329,820,000 | 159 |
| Managed Assets ($) | $737,419,000 | 163 |
| Personal trust and agency accounts, managed assets | $439,548,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,654,000 | 227 |
| Employee benefit-defined benefit accounts, managed assets | $11,276,000 | 156 |
| Other employee benefit and retirement-related accounts, managed assets | $15,094,000 | 271 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $259,847,000 | 160 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $592,401,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $34,552,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $500,116,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $48,395,000 | 98 |
| Other retirement accounts, non-managed assets | $5,410,000 | 227 |
| Corporate trust and agency accounts, non-managed assets | $3,928,000 | 112 |
| 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 | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $242,796,000 | 168 |
| 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 | $1,271,580,000 | 161 |
| Managed Assets ($) | $709,402,000 | 163 |
| Personal trust and agency accounts, managed assets | $427,065,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,497,000 | 252 |
| Employee benefit-defined benefit accounts, managed assets | $11,020,000 | 159 |
| Other employee benefit and retirement-related accounts, managed assets | $14,395,000 | 274 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $250,425,000 | 160 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $562,178,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $33,271,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $474,783,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $46,203,000 | 97 |
| Other retirement accounts, non-managed assets | $5,359,000 | 231 |
| Corporate trust and agency accounts, non-managed assets | $2,562,000 | 119 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $219,948,000 | 172 |
| 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 | $1,250,535,000 | 166 |
| Managed Assets ($) | $706,196,000 | 166 |
| Personal trust and agency accounts, managed assets | $425,536,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,575,000 | 348 |
| Employee benefit-defined benefit accounts, managed assets | $10,955,000 | 182 |
| Other employee benefit and retirement-related accounts, managed assets | $13,844,000 | 322 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $248,286,000 | 159 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $544,339,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $31,427,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $461,565,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,550,000 | 100 |
| Other retirement accounts, non-managed assets | $6,379,000 | 346 |
| Corporate trust and agency accounts, non-managed assets | $3,418,000 | 172 |
| 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 | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $236,085,000 | 173 |
| 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 | $1,179,620,000 | 168 |
| Managed Assets ($) | $679,879,000 | 173 |
| Personal trust and agency accounts, managed assets | $414,584,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,548,000 | 226 |
| Employee benefit-defined benefit accounts, managed assets | $10,693,000 | 163 |
| Other employee benefit and retirement-related accounts, managed assets | $13,963,000 | 261 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $230,091,000 | 166 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $499,741,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $21,985,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $428,933,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,012,000 | 109 |
| Other retirement accounts, non-managed assets | $6,082,000 | 220 |
| Corporate trust and agency accounts, non-managed assets | $7,729,000 | 103 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $273,284,000 | 161 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | 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 | $1,149,378,000 | 171 |
| Managed Assets ($) | $672,207,000 | 175 |
| Personal trust and agency accounts, managed assets | $401,001,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,792,000 | 231 |
| Employee benefit-defined benefit accounts, managed assets | $10,396,000 | 168 |
| Other employee benefit and retirement-related accounts, managed assets | $15,283,000 | 258 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $235,735,000 | 165 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $477,171,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $17,332,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $412,135,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,665,000 | 114 |
| Other retirement accounts, non-managed assets | $6,365,000 | 221 |
| Corporate trust and agency accounts, non-managed assets | $8,674,000 | 105 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $243,058,000 | 165 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,147,985,000 | 170 |
| Managed Assets ($) | $669,529,000 | 176 |
| Personal trust and agency accounts, managed assets | $404,010,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,506,000 | 185 |
| Employee benefit-defined benefit accounts, managed assets | $10,603,000 | 165 |
| Other employee benefit and retirement-related accounts, managed assets | $14,843,000 | 259 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $215,567,000 | 171 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $478,456,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $20,579,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $405,139,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,952,000 | 114 |
| Other retirement accounts, non-managed assets | $6,373,000 | 219 |
| Corporate trust and agency accounts, non-managed assets | $13,413,000 | 95 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $244,944,000 | 168 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,099,028,000 | 172 |
| Managed Assets ($) | $635,315,000 | 182 |
| Personal trust and agency accounts, managed assets | $401,495,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,984,000 | 217 |
| Employee benefit-defined benefit accounts, managed assets | $10,236,000 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $15,909,000 | 290 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $183,691,000 | 182 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $463,713,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $28,382,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $386,621,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,019,000 | 119 |
| Other retirement accounts, non-managed assets | $5,565,000 | 373 |
| Corporate trust and agency accounts, non-managed assets | $14,126,000 | 120 |
| 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 | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $258,314,000 | 170 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,110,249,000 | 170 |
| Managed Assets ($) | $611,288,000 | 183 |
| Personal trust and agency accounts, managed assets | $400,585,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,821,000 | 245 |
| Employee benefit-defined benefit accounts, managed assets | $10,188,000 | 168 |
| Other employee benefit and retirement-related accounts, managed assets | $15,836,000 | 237 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $176,858,000 | 183 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $498,961,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $28,223,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $384,130,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $65,598,000 | 95 |
| Other retirement accounts, non-managed assets | $5,905,000 | 216 |
| Corporate trust and agency accounts, non-managed assets | $15,105,000 | 97 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $254,878,000 | 161 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | 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 | $1,042,173,000 | 173 |
| Managed Assets ($) | $598,636,000 | 181 |
| Personal trust and agency accounts, managed assets | $396,799,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,513,000 | 252 |
| Employee benefit-defined benefit accounts, managed assets | $9,921,000 | 166 |
| Other employee benefit and retirement-related accounts, managed assets | $16,048,000 | 242 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $168,355,000 | 187 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $443,537,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $23,605,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $374,039,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,138,000 | 105 |
| Other retirement accounts, non-managed assets | $6,582,000 | 208 |
| Corporate trust and agency accounts, non-managed assets | $1,173,000 | 144 |
| 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 | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $225,422,000 | 167 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,288,189,000 | 159 |
| Managed Assets ($) | $608,559,000 | 182 |
| Personal trust and agency accounts, managed assets | $393,643,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,695,000 | 258 |
| Employee benefit-defined benefit accounts, managed assets | $9,869,000 | 165 |
| Other employee benefit and retirement-related accounts, managed assets | $17,486,000 | 234 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $179,866,000 | 180 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $679,630,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $22,587,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $613,310,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $37,157,000 | 107 |
| Other retirement accounts, non-managed assets | $6,576,000 | 211 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| 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 | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $219,983,000 | 171 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,276,521,000 | 161 |
| Managed Assets ($) | $612,787,000 | 178 |
| Personal trust and agency accounts, managed assets | $387,661,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,750,000 | 321 |
| Employee benefit-defined benefit accounts, managed assets | $9,965,000 | 187 |
| Other employee benefit and retirement-related accounts, managed assets | $17,281,000 | 264 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $187,130,000 | 174 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $663,734,000 | 131 |
| Personal trust and agency accounts, non-managed assets | $12,198,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $606,819,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $37,840,000 | 112 |
| Other retirement accounts, non-managed assets | $6,877,000 | 327 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| 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 | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $174,111,000 | 204 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,149,678,000 | 164 |
| Managed Assets ($) | $536,256,000 | 189 |
| Personal trust and agency accounts, managed assets | $355,397,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,433,000 | 251 |
| Employee benefit-defined benefit accounts, managed assets | $9,339,000 | 166 |
| Other employee benefit and retirement-related accounts, managed assets | $14,260,000 | 243 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $148,827,000 | 190 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $613,422,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $9,411,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $562,664,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,612,000 | 109 |
| Other retirement accounts, non-managed assets | $4,735,000 | 233 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| 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 | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $172,698,000 | 195 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,071,356,000 | 172 |
| Managed Assets ($) | $450,583,000 | 202 |
| Personal trust and agency accounts, managed assets | $353,562,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,587,000 | 240 |
| Employee benefit-defined benefit accounts, managed assets | $9,483,000 | 169 |
| Other employee benefit and retirement-related accounts, managed assets | $12,479,000 | 261 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $64,472,000 | 268 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $620,773,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $9,437,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $570,406,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,009,000 | 107 |
| Other retirement accounts, non-managed assets | $4,921,000 | 232 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| 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 | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $168,857,000 | 198 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,076,755,000 | 173 |
| Managed Assets ($) | $459,915,000 | 204 |
| Personal trust and agency accounts, managed assets | $358,999,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,019,000 | 230 |
| Employee benefit-defined benefit accounts, managed assets | $9,500,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $14,337,000 | 244 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $63,060,000 | 272 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $616,840,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $9,354,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $565,400,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,536,000 | 109 |
| Other retirement accounts, non-managed assets | $5,550,000 | 223 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| 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 | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $185,271,000 | 198 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | 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 | $1,044,922,000 | 177 |
| Managed Assets ($) | $457,511,000 | 207 |
| Personal trust and agency accounts, managed assets | $349,758,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,039,000 | 316 |
| Employee benefit-defined benefit accounts, managed assets | $9,377,000 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $13,282,000 | 290 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $73,055,000 | 278 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $587,411,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $9,567,000 | 307 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $535,542,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,327,000 | 115 |
| Other retirement accounts, non-managed assets | $6,975,000 | 327 |
| Corporate trust and agency accounts, non-managed assets | $0 | 431 |
| 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 | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $253,409,000 | 183 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,300,311,000 | 125 |
| Managed Assets ($) | $1,754,971,000 | 99 |
| Personal trust and agency accounts, managed assets | $330,177,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,336,374,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $8,105,000 | 181 |
| Other employee benefit and retirement-related accounts, managed assets | $11,102,000 | 263 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $69,213,000 | 259 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $545,340,000 | 149 |
| Personal trust and agency accounts, non-managed assets | $9,291,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $495,618,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $33,463,000 | 119 |
| Other retirement accounts, non-managed assets | $6,968,000 | 214 |
| Corporate trust and agency accounts, non-managed assets | $0 | 201 |
| 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 | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $162,493,000 | 212 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,276,999,000 | 127 |
| Managed Assets ($) | $1,749,260,000 | 98 |
| Personal trust and agency accounts, managed assets | $325,259,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,340,101,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $8,255,000 | 184 |
| Other employee benefit and retirement-related accounts, managed assets | $10,273,000 | 273 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $65,372,000 | 267 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $527,739,000 | 148 |
| Personal trust and agency accounts, non-managed assets | $9,485,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $478,295,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,804,000 | 119 |
| Other retirement accounts, non-managed assets | $7,154,000 | 218 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 197 |
| 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 | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $160,930,000 | 214 |
| 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 | $2,212,101,000 | 127 |
| Managed Assets ($) | $1,729,416,000 | 101 |
| Personal trust and agency accounts, managed assets | $310,055,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,342,051,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $8,051,000 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $9,564,000 | 276 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $59,695,000 | 268 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $482,685,000 | 152 |
| Personal trust and agency accounts, non-managed assets | $9,091,000 | 253 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $432,261,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,563,000 | 121 |
| Other retirement accounts, non-managed assets | $7,534,000 | 215 |
| Corporate trust and agency accounts, non-managed assets | $2,236,000 | 160 |
| 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 | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $140,581,000 | 226 |
| 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 | $2,205,892,000 | 126 |
| Managed Assets ($) | $1,731,457,000 | 100 |
| Personal trust and agency accounts, managed assets | $304,850,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,346,986,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $8,446,000 | 208 |
| Other employee benefit and retirement-related accounts, managed assets | $8,190,000 | 373 |
| Corporate trust and agency accounts, managed assets | $1,000 | 352 |
| Investment management and investment advisory agency accounts, managed assets | $62,984,000 | 290 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $474,435,000 | 153 |
| Personal trust and agency accounts, non-managed assets | $8,516,000 | 343 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $428,205,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,619,000 | 122 |
| Other retirement accounts, non-managed assets | $6,095,000 | 326 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| 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 | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $158,185,000 | 231 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,170,813,000 | 117 |
| Managed Assets ($) | $1,687,140,000 | 100 |
| Personal trust and agency accounts, managed assets | $319,162,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,272,856,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $9,214,000 | 202 |
| Other employee benefit and retirement-related accounts, managed assets | $13,652,000 | 264 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $72,256,000 | 253 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $483,673,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $7,616,000 | 349 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $426,388,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,544,000 | 105 |
| Other retirement accounts, non-managed assets | $7,125,000 | 306 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| 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 | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $127,725,000 | 238 |
| 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 |