Home > Bankers Trust Company > Total Fiduciary and Related Assets
Bankers Trust Company, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,577,484,000 | 97 |
| Managed Assets ($) | $1,887,770,000 | 142 |
| Personal trust and agency accounts, managed assets | $1,298,322,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $64,196,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 271 |
| Other employee benefit and retirement-related accounts, managed assets | $279,047,000 | 101 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $236,416,000 | 234 |
| Foundation and endowment trust and agency accounts, managed assets | $9,789,000 | 342 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $279,047,000 | 96 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $4,689,714,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $2,352,174,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,041,794,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,331,000 | 90 |
| Other retirement accounts, non-managed assets | $234,118,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $1,963,000 | 230 |
| Foundation and endowment trust and agency accounts, non-managed assets | $46,334,000 | 49 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,943,303,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $234,118,000 | 35 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,366,944,000 | 99 |
| Managed Assets ($) | $1,828,637,000 | 141 |
| Personal trust and agency accounts, managed assets | $1,255,052,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,277,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 208 |
| Other employee benefit and retirement-related accounts, managed assets | $263,339,000 | 102 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $238,578,000 | 216 |
| Foundation and endowment trust and agency accounts, managed assets | $9,391,000 | 254 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $263,339,000 | 97 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,538,307,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $2,305,892,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,950,689,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,503,000 | 86 |
| Other retirement accounts, non-managed assets | $225,476,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $1,819,000 | 158 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,928,000 | 50 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,934,429,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $225,476,000 | 34 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,470,018,000 | 96 |
| Managed Assets ($) | $1,898,392,000 | 136 |
| Personal trust and agency accounts, managed assets | $1,265,438,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $91,040,000 | 76 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $276,464,000 | 97 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $255,766,000 | 221 |
| Foundation and endowment trust and agency accounts, managed assets | $9,684,000 | 291 |
| Other fiduciary accounts, managed assets | $0 | 152 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $276,464,000 | 91 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,571,626,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $2,319,337,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,951,364,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,134,000 | 88 |
| Other retirement accounts, non-managed assets | $239,769,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $4,330,000 | 156 |
| Foundation and endowment trust and agency accounts, non-managed assets | $43,692,000 | 49 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,869,024,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $239,769,000 | 33 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,420,624,000 | 103 |
| Managed Assets ($) | $1,851,835,000 | 145 |
| Personal trust and agency accounts, managed assets | $1,234,320,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $86,947,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 170 |
| Other employee benefit and retirement-related accounts, managed assets | $266,171,000 | 106 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $254,939,000 | 215 |
| Foundation and endowment trust and agency accounts, managed assets | $9,458,000 | 256 |
| Other fiduciary accounts, managed assets | $0 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $266,171,000 | 97 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,568,789,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $2,325,774,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,929,473,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,886,000 | 88 |
| Other retirement accounts, non-managed assets | $255,144,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $4,405,000 | 137 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,107,000 | 50 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,057,911,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $255,144,000 | 33 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,201,680,000 | 100 |
| Managed Assets ($) | $1,800,178,000 | 146 |
| Personal trust and agency accounts, managed assets | $1,185,364,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $103,329,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 236 |
| Other employee benefit and retirement-related accounts, managed assets | $255,306,000 | 107 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $228,240,000 | 234 |
| Foundation and endowment trust and agency accounts, managed assets | $27,939,000 | 245 |
| Other fiduciary accounts, managed assets | $0 | 208 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $255,306,000 | 97 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $4,401,502,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $2,241,349,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,858,300,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,626,000 | 93 |
| Other retirement accounts, non-managed assets | $247,047,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $3,962,000 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,218,000 | 53 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,725,561,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $247,047,000 | 36 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,993,763,000 | 100 |
| Managed Assets ($) | $1,745,686,000 | 141 |
| Personal trust and agency accounts, managed assets | $1,152,989,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $99,426,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 180 |
| Other employee benefit and retirement-related accounts, managed assets | $246,298,000 | 105 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $215,445,000 | 228 |
| Foundation and endowment trust and agency accounts, managed assets | $31,528,000 | 204 |
| Other fiduciary accounts, managed assets | $0 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $246,298,000 | 95 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,248,077,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $2,196,268,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,764,569,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,005,000 | 91 |
| Other retirement accounts, non-managed assets | $240,057,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $3,915,000 | 138 |
| Foundation and endowment trust and agency accounts, non-managed assets | $31,263,000 | 55 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,478,136,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $240,057,000 | 33 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,097,533,000 | 78 |
| Managed Assets ($) | $1,872,675,000 | 116 |
| Personal trust and agency accounts, managed assets | $1,201,326,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $150,133,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $266,803,000 | 94 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $219,340,000 | 213 |
| Foundation and endowment trust and agency accounts, managed assets | $35,073,000 | 197 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $266,803,000 | 87 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,224,858,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $2,210,768,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,707,087,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,878,000 | 82 |
| Other retirement accounts, non-managed assets | $256,731,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $5,994,000 | 133 |
| Foundation and endowment trust and agency accounts, non-managed assets | $31,400,000 | 47 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,649,420,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $256,731,000 | 28 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,387,300,000 | 84 |
| Managed Assets ($) | $2,064,399,000 | 115 |
| Personal trust and agency accounts, managed assets | $1,307,420,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $176,034,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $288,637,000 | 97 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $246,516,000 | 205 |
| Foundation and endowment trust and agency accounts, managed assets | $45,792,000 | 173 |
| Other fiduciary accounts, managed assets | $0 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $288,637,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,322,901,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $2,178,453,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,792,540,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,684,000 | 83 |
| Other retirement accounts, non-managed assets | $301,815,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $8,135,000 | 108 |
| Foundation and endowment trust and agency accounts, non-managed assets | $27,274,000 | 47 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,052,731,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $301,815,000 | 28 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,523,675,000 | 83 |
| Managed Assets ($) | $2,125,192,000 | 115 |
| Personal trust and agency accounts, managed assets | $1,320,692,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $177,972,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 237 |
| Other employee benefit and retirement-related accounts, managed assets | $317,573,000 | 93 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $261,938,000 | 212 |
| Foundation and endowment trust and agency accounts, managed assets | $47,017,000 | 188 |
| Other fiduciary accounts, managed assets | $0 | 216 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $317,573,000 | 88 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $4,398,483,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $2,152,965,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,860,815,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,753,000 | 88 |
| Other retirement accounts, non-managed assets | $330,520,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $8,873,000 | 146 |
| Foundation and endowment trust and agency accounts, non-managed assets | $29,557,000 | 51 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,597,322,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $330,520,000 | 30 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,813,847,000 | 75 |
| Managed Assets ($) | $2,055,016,000 | 117 |
| Personal trust and agency accounts, managed assets | $1,274,267,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $177,123,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $307,247,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $249,113,000 | 204 |
| Foundation and endowment trust and agency accounts, managed assets | $47,266,000 | 173 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $307,247,000 | 88 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,758,831,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $2,092,830,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,287,706,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,219,000 | 85 |
| Other retirement accounts, non-managed assets | $310,862,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $8,075,000 | 101 |
| Foundation and endowment trust and agency accounts, non-managed assets | $44,139,000 | 38 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,234,179,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $310,862,000 | 28 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,871,252,000 | 75 |
| Managed Assets ($) | $2,099,621,000 | 116 |
| Personal trust and agency accounts, managed assets | $1,302,849,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $185,765,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $316,984,000 | 91 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $253,673,000 | 207 |
| Foundation and endowment trust and agency accounts, managed assets | $40,350,000 | 199 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $316,984,000 | 85 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,771,631,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $2,096,094,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,266,075,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,577,000 | 89 |
| Other retirement accounts, non-managed assets | $342,693,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $5,941,000 | 137 |
| Foundation and endowment trust and agency accounts, non-managed assets | $45,251,000 | 39 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,403,429,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $342,693,000 | 29 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,852,110,000 | 72 |
| Managed Assets ($) | $2,106,066,000 | 113 |
| Personal trust and agency accounts, managed assets | $1,330,522,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $178,472,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $305,305,000 | 90 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $260,038,000 | 197 |
| Foundation and endowment trust and agency accounts, managed assets | $31,729,000 | 197 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $305,305,000 | 84 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,746,044,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $2,169,102,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,169,219,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,076,000 | 82 |
| Other retirement accounts, non-managed assets | $342,478,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $4,221,000 | 126 |
| Foundation and endowment trust and agency accounts, non-managed assets | $45,948,000 | 39 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,663,718,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $342,478,000 | 29 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,491,952,000 | 76 |
| Managed Assets ($) | $2,063,361,000 | 112 |
| Personal trust and agency accounts, managed assets | $1,308,342,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $174,428,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 245 |
| Other employee benefit and retirement-related accounts, managed assets | $296,942,000 | 89 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $258,009,000 | 202 |
| Foundation and endowment trust and agency accounts, managed assets | $25,640,000 | 241 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $296,942,000 | 84 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $4,428,591,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $1,969,046,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,061,294,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,295,000 | 93 |
| Other retirement accounts, non-managed assets | $340,541,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $2,845,000 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,570,000 | 44 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,346,455,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $340,541,000 | 31 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,470,033,000 | 82 |
| Managed Assets ($) | $1,914,327,000 | 113 |
| Personal trust and agency accounts, managed assets | $1,231,036,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $159,260,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $273,352,000 | 88 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $221,446,000 | 202 |
| Foundation and endowment trust and agency accounts, managed assets | $21,759,000 | 204 |
| Other fiduciary accounts, managed assets | $7,474,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $273,352,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,555,706,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $1,238,583,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,948,712,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,613,000 | 87 |
| Other retirement accounts, non-managed assets | $313,464,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $2,288,000 | 141 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,088,000 | 42 |
| Other fiduciary accounts, non-managed assets | $1,958,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,952,557,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $313,464,000 | 28 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,287,014,000 | 81 |
| Managed Assets ($) | $1,873,673,000 | 115 |
| Personal trust and agency accounts, managed assets | $1,208,199,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $151,736,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $262,872,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $221,460,000 | 208 |
| Foundation and endowment trust and agency accounts, managed assets | $22,593,000 | 218 |
| Other fiduciary accounts, managed assets | $6,813,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $262,872,000 | 78 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,413,341,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $1,182,951,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,876,472,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,150,000 | 93 |
| Other retirement accounts, non-managed assets | $299,732,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $3,698,000 | 148 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,877,000 | 43 |
| Other fiduciary accounts, non-managed assets | $2,461,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,633,171,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $299,732,000 | 29 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,962,582,000 | 80 |
| Managed Assets ($) | $1,716,868,000 | 115 |
| Personal trust and agency accounts, managed assets | $1,117,533,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $136,383,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 179 |
| Other employee benefit and retirement-related accounts, managed assets | $235,719,000 | 87 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $199,166,000 | 199 |
| Foundation and endowment trust and agency accounts, managed assets | $20,556,000 | 202 |
| Other fiduciary accounts, managed assets | $7,511,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $235,719,000 | 79 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,245,714,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $1,220,206,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,703,052,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,844,000 | 90 |
| Other retirement accounts, non-managed assets | $269,627,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $4,091,000 | 119 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,201,000 | 45 |
| Other fiduciary accounts, non-managed assets | $2,693,000 | 53 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,866,120,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $269,627,000 | 31 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,310,982,000 | 81 |
| Managed Assets ($) | $1,919,687,000 | 116 |
| Personal trust and agency accounts, managed assets | $1,210,386,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $160,060,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $271,140,000 | 88 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $235,589,000 | 201 |
| Foundation and endowment trust and agency accounts, managed assets | $34,361,000 | 200 |
| Other fiduciary accounts, managed assets | $8,151,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $271,140,000 | 79 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $3,391,295,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $1,131,496,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,931,708,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,310,000 | 92 |
| Other retirement accounts, non-managed assets | $269,306,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $5,390,000 | 178 |
| Foundation and endowment trust and agency accounts, non-managed assets | $37,442,000 | 48 |
| Other fiduciary accounts, non-managed assets | $2,643,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,986,824,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $265,906,000 | 32 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,983,734,000 | 87 |
| Managed Assets ($) | $1,749,598,000 | 119 |
| Personal trust and agency accounts, managed assets | $1,214,809,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $158,370,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $126,879,000 | 143 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $242,460,000 | 194 |
| Foundation and endowment trust and agency accounts, managed assets | $7,080,000 | 238 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $126,879,000 | 136 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,234,136,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $1,132,241,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,881,670,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,724,000 | 89 |
| Other retirement accounts, non-managed assets | $62,911,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $89,099,000 | 40 |
| Foundation and endowment trust and agency accounts, non-managed assets | $55,491,000 | 39 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,582,270,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $59,523,000 | 69 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,193,130,000 | 80 |
| Managed Assets ($) | $1,755,551,000 | 119 |
| Personal trust and agency accounts, managed assets | $1,228,275,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $158,774,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 196 |
| Other employee benefit and retirement-related accounts, managed assets | $121,112,000 | 144 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $240,273,000 | 200 |
| Foundation and endowment trust and agency accounts, managed assets | $7,117,000 | 255 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $121,112,000 | 137 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,437,579,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $1,115,769,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,779,134,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,858,000 | 93 |
| Other retirement accounts, non-managed assets | $65,067,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $305,826,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $92,805,000 | 38 |
| Foundation and endowment trust and agency accounts, non-managed assets | $66,120,000 | 36 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,778,003,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $61,813,000 | 68 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,119,754,000 | 79 |
| Managed Assets ($) | $1,763,704,000 | 120 |
| Personal trust and agency accounts, managed assets | $1,225,469,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $154,402,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $118,282,000 | 143 |
| Corporate trust and agency accounts, managed assets | $462,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $256,914,000 | 188 |
| Foundation and endowment trust and agency accounts, managed assets | $8,175,000 | 254 |
| Other fiduciary accounts, managed assets | $0 | 130 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $118,282,000 | 137 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,356,050,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $1,048,466,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,788,406,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,743,000 | 94 |
| Other retirement accounts, non-managed assets | $65,995,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $287,589,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $87,707,000 | 44 |
| Foundation and endowment trust and agency accounts, non-managed assets | $65,144,000 | 37 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,886,149,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $62,705,000 | 66 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,865,931,000 | 77 |
| Managed Assets ($) | $1,755,009,000 | 113 |
| Personal trust and agency accounts, managed assets | $1,197,428,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $185,798,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 267 |
| Other employee benefit and retirement-related accounts, managed assets | $112,213,000 | 142 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $254,892,000 | 182 |
| Foundation and endowment trust and agency accounts, managed assets | $4,678,000 | 360 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $112,213,000 | 134 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $3,110,922,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $1,101,523,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,541,757,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,929,000 | 102 |
| Other retirement accounts, non-managed assets | $60,394,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $313,146,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $69,353,000 | 52 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,820,000 | 70 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,407,444,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $57,281,000 | 70 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,221,183,000 | 76 |
| Managed Assets ($) | $1,969,636,000 | 105 |
| Personal trust and agency accounts, managed assets | $1,348,579,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $210,003,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 200 |
| Other employee benefit and retirement-related accounts, managed assets | $123,704,000 | 138 |
| Corporate trust and agency accounts, managed assets | $528,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $281,387,000 | 178 |
| Foundation and endowment trust and agency accounts, managed assets | $5,435,000 | 267 |
| 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 | $123,704,000 | 131 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,251,547,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $1,100,114,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,672,661,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,382,000 | 96 |
| Other retirement accounts, non-managed assets | $62,729,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $314,519,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $73,485,000 | 51 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,657,000 | 67 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,887,520,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $59,420,000 | 68 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,618,533,000 | 72 |
| Managed Assets ($) | $1,851,094,000 | 109 |
| Personal trust and agency accounts, managed assets | $1,241,967,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $203,672,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $120,664,000 | 138 |
| Corporate trust and agency accounts, managed assets | $538,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $278,918,000 | 174 |
| Foundation and endowment trust and agency accounts, managed assets | $5,335,000 | 270 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $120,664,000 | 131 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,767,439,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $1,102,634,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,166,562,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,210,000 | 98 |
| Other retirement accounts, non-managed assets | $61,970,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $335,309,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $73,469,000 | 51 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,285,000 | 67 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,844,523,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $58,724,000 | 69 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,510,083,000 | 73 |
| Managed Assets ($) | $1,845,623,000 | 109 |
| Personal trust and agency accounts, managed assets | $1,235,310,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $202,507,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 204 |
| Other employee benefit and retirement-related accounts, managed assets | $123,338,000 | 136 |
| Corporate trust and agency accounts, managed assets | $546,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $278,285,000 | 174 |
| Foundation and endowment trust and agency accounts, managed assets | $5,637,000 | 267 |
| 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 | $123,338,000 | 127 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,664,460,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $1,035,367,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,148,632,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,378,000 | 97 |
| Other retirement accounts, non-managed assets | $58,359,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $322,294,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $72,161,000 | 49 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,269,000 | 68 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,197,332,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $55,206,000 | 71 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,347,964,000 | 76 |
| Managed Assets ($) | $1,865,430,000 | 107 |
| Personal trust and agency accounts, managed assets | $1,241,993,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $203,783,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 275 |
| Other employee benefit and retirement-related accounts, managed assets | $125,748,000 | 135 |
| Corporate trust and agency accounts, managed assets | $559,000 | 108 |
| Investment management and investment advisory agency accounts, managed assets | $287,463,000 | 169 |
| Foundation and endowment trust and agency accounts, managed assets | $5,884,000 | 341 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $125,748,000 | 125 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $3,482,534,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $1,007,509,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,027,788,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,004,000 | 127 |
| Other retirement accounts, non-managed assets | $58,125,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $298,579,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $73,043,000 | 50 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,486,000 | 72 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,473,331,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $55,036,000 | 78 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,284,252,000 | 75 |
| Managed Assets ($) | $1,825,975,000 | 109 |
| Personal trust and agency accounts, managed assets | $1,212,754,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $204,232,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 206 |
| Other employee benefit and retirement-related accounts, managed assets | $126,785,000 | 129 |
| Corporate trust and agency accounts, managed assets | $573,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $275,775,000 | 170 |
| Foundation and endowment trust and agency accounts, managed assets | $5,856,000 | 262 |
| 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 | $126,785,000 | 120 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,458,277,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $994,424,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,997,941,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,768,000 | 111 |
| Other retirement accounts, non-managed assets | $56,288,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $311,041,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $81,869,000 | 45 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,946,000 | 69 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,041,096,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $53,417,000 | 74 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,283,721,000 | 73 |
| Managed Assets ($) | $1,815,873,000 | 105 |
| Personal trust and agency accounts, managed assets | $1,219,030,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $196,593,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $119,867,000 | 133 |
| Corporate trust and agency accounts, managed assets | $579,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $273,888,000 | 168 |
| Foundation and endowment trust and agency accounts, managed assets | $5,916,000 | 261 |
| 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 | $119,867,000 | 123 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,467,848,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $1,089,002,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,901,618,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,726,000 | 111 |
| Other retirement accounts, non-managed assets | $51,931,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $347,002,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $62,141,000 | 51 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,428,000 | 69 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,318,737,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $49,173,000 | 82 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,104,658,000 | 74 |
| Managed Assets ($) | $1,795,528,000 | 105 |
| Personal trust and agency accounts, managed assets | $1,212,986,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $191,179,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 207 |
| Other employee benefit and retirement-related accounts, managed assets | $120,658,000 | 124 |
| Corporate trust and agency accounts, managed assets | $572,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $264,205,000 | 166 |
| Foundation and endowment trust and agency accounts, managed assets | $5,928,000 | 266 |
| 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 | $120,658,000 | 113 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,309,130,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $961,369,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,909,736,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,662,000 | 111 |
| Other retirement accounts, non-managed assets | $49,324,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $310,504,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $62,445,000 | 49 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,090,000 | 70 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,606,899,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $46,663,000 | 81 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,032,971,000 | 75 |
| Managed Assets ($) | $1,757,183,000 | 104 |
| Personal trust and agency accounts, managed assets | $1,192,248,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $185,907,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 280 |
| Other employee benefit and retirement-related accounts, managed assets | $115,672,000 | 126 |
| Corporate trust and agency accounts, managed assets | $568,000 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $256,930,000 | 168 |
| Foundation and endowment trust and agency accounts, managed assets | $5,858,000 | 334 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $115,672,000 | 112 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $3,275,788,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $951,450,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,874,426,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,570,000 | 136 |
| Other retirement accounts, non-managed assets | $46,282,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $332,251,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $58,026,000 | 53 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,783,000 | 77 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,563,394,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $43,828,000 | 88 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,954,522,000 | 73 |
| Managed Assets ($) | $1,736,586,000 | 104 |
| Personal trust and agency accounts, managed assets | $1,177,633,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $182,007,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
| Other employee benefit and retirement-related accounts, managed assets | $118,731,000 | 120 |
| Corporate trust and agency accounts, managed assets | $3,045,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $248,834,000 | 164 |
| Foundation and endowment trust and agency accounts, managed assets | $6,336,000 | 257 |
| 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 | $118,731,000 | 107 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,217,936,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $940,025,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,827,696,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,551,000 | 119 |
| Other retirement accounts, non-managed assets | $45,527,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $335,533,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $56,054,000 | 54 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,550,000 | 73 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,651,948,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $43,147,000 | 85 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,722,952,000 | 76 |
| Managed Assets ($) | $1,538,437,000 | 109 |
| Personal trust and agency accounts, managed assets | $984,133,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $179,769,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $116,160,000 | 121 |
| Corporate trust and agency accounts, managed assets | $6,673,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $245,363,000 | 166 |
| Foundation and endowment trust and agency accounts, managed assets | $6,339,000 | 257 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $116,160,000 | 110 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,184,515,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $964,974,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,743,791,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,837,000 | 108 |
| Other retirement accounts, non-managed assets | $44,376,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $357,347,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $56,876,000 | 56 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,314,000 | 75 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,811,726,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $41,822,000 | 86 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,764,722,000 | 59 |
| Managed Assets ($) | $2,075,165,000 | 91 |
| Personal trust and agency accounts, managed assets | $989,649,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $737,459,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $113,330,000 | 121 |
| Corporate trust and agency accounts, managed assets | $6,840,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $221,586,000 | 178 |
| Foundation and endowment trust and agency accounts, managed assets | $6,301,000 | 259 |
| 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 | $113,330,000 | 109 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,689,557,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $995,338,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,179,277,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,603,000 | 106 |
| Other retirement accounts, non-managed assets | $44,811,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $398,005,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $55,201,000 | 52 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,322,000 | 75 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,877,295,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,531,000 | 85 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,606,611,000 | 59 |
| Managed Assets ($) | $2,219,134,000 | 85 |
| Personal trust and agency accounts, managed assets | $969,349,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $971,852,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 298 |
| Other employee benefit and retirement-related accounts, managed assets | $73,246,000 | 176 |
| Corporate trust and agency accounts, managed assets | $6,061,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $192,300,000 | 190 |
| Foundation and endowment trust and agency accounts, managed assets | $6,326,000 | 337 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $73,246,000 | 161 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $5,387,477,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $988,004,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,881,527,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,960,000 | 116 |
| Other retirement accounts, non-managed assets | $47,208,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $420,766,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $43,012,000 | 58 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,048,209,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $44,777,000 | 83 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,869,321,000 | 60 |
| Managed Assets ($) | $1,696,213,000 | 98 |
| Personal trust and agency accounts, managed assets | $981,780,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $448,173,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $71,012,000 | 177 |
| Corporate trust and agency accounts, managed assets | $5,502,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $183,365,000 | 195 |
| Foundation and endowment trust and agency accounts, managed assets | $6,381,000 | 258 |
| 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 | $71,012,000 | 161 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,173,108,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $910,448,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,753,014,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,926,000 | 108 |
| Other retirement accounts, non-managed assets | $47,146,000 | 77 |
| Corporate trust and agency accounts, non-managed assets | $418,662,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $36,912,000 | 57 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,225,518,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $44,837,000 | 78 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,025,713,000 | 63 |
| Managed Assets ($) | $1,733,216,000 | 102 |
| Personal trust and agency accounts, managed assets | $1,018,485,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $431,885,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $73,772,000 | 174 |
| Corporate trust and agency accounts, managed assets | $6,088,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $196,281,000 | 190 |
| Foundation and endowment trust and agency accounts, managed assets | $6,705,000 | 258 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $73,771,000 | 160 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,292,497,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $908,617,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,758,964,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,664,000 | 111 |
| Other retirement accounts, non-managed assets | $50,651,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $530,017,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | $36,584,000 | 58 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,700,531,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $48,221,000 | 81 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,832,327,000 | 64 |
| Managed Assets ($) | $1,698,846,000 | 100 |
| Personal trust and agency accounts, managed assets | $1,024,370,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $396,004,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $73,142,000 | 177 |
| Corporate trust and agency accounts, managed assets | $6,254,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $192,145,000 | 192 |
| Foundation and endowment trust and agency accounts, managed assets | $6,931,000 | 258 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $73,142,000 | 159 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,133,481,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $934,172,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,639,931,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,729,000 | 107 |
| Other retirement accounts, non-managed assets | $49,357,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $473,101,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | $29,191,000 | 67 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,832,943,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $47,007,000 | 86 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,580,000,000 | 64 |
| Managed Assets ($) | $1,700,911,000 | 100 |
| Personal trust and agency accounts, managed assets | $1,021,279,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $403,180,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 307 |
| Other employee benefit and retirement-related accounts, managed assets | $76,655,000 | 169 |
| Corporate trust and agency accounts, managed assets | $6,051,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $186,896,000 | 196 |
| Foundation and endowment trust and agency accounts, managed assets | $6,850,000 | 324 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $76,655,000 | 153 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $4,879,089,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $927,898,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,415,895,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,777,000 | 118 |
| Other retirement accounts, non-managed assets | $48,392,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $450,382,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | $28,745,000 | 69 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,831,599,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $46,150,000 | 89 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,310,286,000 | 65 |
| Managed Assets ($) | $1,705,315,000 | 99 |
| Personal trust and agency accounts, managed assets | $1,044,906,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $401,742,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 224 |
| Other employee benefit and retirement-related accounts, managed assets | $74,966,000 | 168 |
| Corporate trust and agency accounts, managed assets | $5,522,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $171,468,000 | 205 |
| Foundation and endowment trust and agency accounts, managed assets | $6,711,000 | 253 |
| 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 | $74,966,000 | 150 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,604,971,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $888,333,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,146,151,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,829,000 | 108 |
| Other retirement accounts, non-managed assets | $47,864,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $475,743,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $39,051,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,668,262,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $45,686,000 | 80 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,420,599,000 | 62 |
| Managed Assets ($) | $1,676,438,000 | 98 |
| Personal trust and agency accounts, managed assets | $1,046,480,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $368,479,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 225 |
| Other employee benefit and retirement-related accounts, managed assets | $76,409,000 | 162 |
| Corporate trust and agency accounts, managed assets | $6,074,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $172,013,000 | 204 |
| Foundation and endowment trust and agency accounts, managed assets | $6,983,000 | 253 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $76,409,000 | 144 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,744,161,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $968,032,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,172,473,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,665,000 | 109 |
| Other retirement accounts, non-managed assets | $49,233,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $506,367,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $40,391,000 | 57 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,281,726,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $47,179,000 | 79 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,338,902,000 | 63 |
| Managed Assets ($) | $1,655,026,000 | 99 |
| Personal trust and agency accounts, managed assets | $1,030,968,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $351,362,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $73,953,000 | 162 |
| Corporate trust and agency accounts, managed assets | $6,361,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $185,579,000 | 194 |
| Foundation and endowment trust and agency accounts, managed assets | $6,803,000 | 250 |
| 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 | $73,953,000 | 143 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,683,876,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $930,943,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,250,243,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,517,000 | 111 |
| Other retirement accounts, non-managed assets | $48,657,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $405,760,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $40,756,000 | 57 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,539,113,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $45,981,000 | 82 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,864,869,000 | 65 |
| Managed Assets ($) | $1,627,232,000 | 100 |
| Personal trust and agency accounts, managed assets | $1,027,660,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $324,315,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 318 |
| Other employee benefit and retirement-related accounts, managed assets | $72,830,000 | 164 |
| Corporate trust and agency accounts, managed assets | $6,445,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $189,203,000 | 187 |
| Foundation and endowment trust and agency accounts, managed assets | $6,779,000 | 318 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $72,830,000 | 146 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $4,237,637,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $960,912,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,716,236,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,488,000 | 120 |
| Other retirement accounts, non-managed assets | $47,821,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $464,958,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | $40,222,000 | 60 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,550,630,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $45,276,000 | 93 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,759,482,000 | 66 |
| Managed Assets ($) | $1,634,022,000 | 96 |
| Personal trust and agency accounts, managed assets | $1,033,062,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $325,901,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $70,784,000 | 158 |
| Corporate trust and agency accounts, managed assets | $6,639,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $190,931,000 | 182 |
| Foundation and endowment trust and agency accounts, managed assets | $6,705,000 | 237 |
| 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 | $70,784,000 | 141 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,125,460,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $930,226,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,503,792,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,987,000 | 108 |
| Other retirement accounts, non-managed assets | $46,643,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $599,866,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $36,509,000 | 54 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,437,000 | 113 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,386,259,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $44,361,000 | 84 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,550,022,000 | 67 |
| Managed Assets ($) | $1,602,408,000 | 96 |
| Personal trust and agency accounts, managed assets | $1,015,675,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $312,293,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $66,393,000 | 160 |
| Corporate trust and agency accounts, managed assets | $7,693,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $193,537,000 | 175 |
| Foundation and endowment trust and agency accounts, managed assets | $6,817,000 | 234 |
| 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 | $66,393,000 | 142 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,947,614,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $912,565,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,279,479,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,824,000 | 109 |
| Other retirement accounts, non-managed assets | $44,620,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $665,076,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $37,658,000 | 56 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,392,000 | 114 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,439,421,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,381,000 | 92 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,493,413,000 | 66 |
| Managed Assets ($) | $1,584,098,000 | 97 |
| Personal trust and agency accounts, managed assets | $1,019,359,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $288,366,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $69,366,000 | 154 |
| Corporate trust and agency accounts, managed assets | $8,889,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $191,107,000 | 178 |
| Foundation and endowment trust and agency accounts, managed assets | $7,011,000 | 233 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $69,365,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,909,315,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $993,863,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,250,397,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,734,000 | 110 |
| Other retirement accounts, non-managed assets | $43,105,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $574,666,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $39,159,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,391,000 | 114 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,459,913,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $41,056,000 | 88 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,771,780,000 | 70 |
| Managed Assets ($) | $1,203,292,000 | 111 |
| Personal trust and agency accounts, managed assets | $638,249,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $304,179,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $1,862,000 | 264 |
| Other employee benefit and retirement-related accounts, managed assets | $66,695,000 | 156 |
| Corporate trust and agency accounts, managed assets | $9,639,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $175,966,000 | 188 |
| Foundation and endowment trust and agency accounts, managed assets | $6,702,000 | 299 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $66,695,000 | 137 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $3,568,488,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $868,229,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,020,899,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,897,000 | 133 |
| Other retirement accounts, non-managed assets | $40,541,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $592,455,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $40,185,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,282,000 | 133 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,471,912,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,668,000 | 105 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,602,024,000 | 69 |
| Managed Assets ($) | $1,196,683,000 | 114 |
| Personal trust and agency accounts, managed assets | $623,090,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $299,379,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $11,083,000 | 141 |
| Other employee benefit and retirement-related accounts, managed assets | $66,585,000 | 152 |
| Corporate trust and agency accounts, managed assets | $10,364,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $179,048,000 | 185 |
| Foundation and endowment trust and agency accounts, managed assets | $7,134,000 | 220 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $66,584,000 | 131 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,405,341,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $835,921,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,834,426,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,914,000 | 114 |
| Other retirement accounts, non-managed assets | $51,584,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $631,125,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $42,825,000 | 50 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,546,000 | 83 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,132,572,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $49,793,000 | 74 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,266,882,000 | 70 |
| Managed Assets ($) | $1,234,930,000 | 108 |
| Personal trust and agency accounts, managed assets | $615,570,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $345,792,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $10,896,000 | 141 |
| Other employee benefit and retirement-related accounts, managed assets | $63,221,000 | 152 |
| Corporate trust and agency accounts, managed assets | $15,054,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $177,413,000 | 182 |
| Foundation and endowment trust and agency accounts, managed assets | $6,984,000 | 219 |
| 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 | $63,221,000 | 134 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,031,952,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $613,186,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,765,581,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,817,000 | 113 |
| Other retirement accounts, non-managed assets | $50,778,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $536,915,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $46,793,000 | 45 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,882,000 | 59 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,206,351,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $49,228,000 | 76 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,327,215,000 | 70 |
| Managed Assets ($) | $1,217,329,000 | 109 |
| Personal trust and agency accounts, managed assets | $600,960,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $342,623,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $9,201,000 | 153 |
| Other employee benefit and retirement-related accounts, managed assets | $65,979,000 | 149 |
| Corporate trust and agency accounts, managed assets | $17,168,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $174,182,000 | 187 |
| Foundation and endowment trust and agency accounts, managed assets | $7,216,000 | 221 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $65,979,000 | 131 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,109,886,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $602,786,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,737,379,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $103,000 | 140 |
| Other retirement accounts, non-managed assets | $50,009,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $666,405,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $39,009,000 | 48 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,195,000 | 57 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,081,476,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $48,519,000 | 73 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,108,412,000 | 70 |
| Managed Assets ($) | $1,210,954,000 | 107 |
| Personal trust and agency accounts, managed assets | $560,958,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $365,743,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $13,096,000 | 150 |
| Other employee benefit and retirement-related accounts, managed assets | $60,162,000 | 148 |
| Corporate trust and agency accounts, managed assets | $21,329,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $183,014,000 | 170 |
| Foundation and endowment trust and agency accounts, managed assets | $6,652,000 | 288 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $60,161,000 | 133 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $2,897,458,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $580,911,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,645,059,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $51,000 | 191 |
| Other retirement accounts, non-managed assets | $43,133,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $577,046,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $39,002,000 | 47 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,256,000 | 63 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,016,161,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $41,650,000 | 88 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,860,200,000 | 72 |
| Managed Assets ($) | $1,077,049,000 | 114 |
| Personal trust and agency accounts, managed assets | $564,677,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $238,972,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $12,854,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $57,459,000 | 148 |
| Corporate trust and agency accounts, managed assets | $25,074,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $171,231,000 | 174 |
| Foundation and endowment trust and agency accounts, managed assets | $6,782,000 | 213 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $57,459,000 | 130 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,783,151,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $526,836,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,641,232,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,000 | 149 |
| Other retirement accounts, non-managed assets | $40,015,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $530,282,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $34,813,000 | 44 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,957,000 | 64 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,348,640,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,991,000 | 89 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,097,597,000 | 75 |
| Managed Assets ($) | $1,188,994,000 | 115 |
| Personal trust and agency accounts, managed assets | $595,585,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $304,173,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $13,302,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $62,888,000 | 150 |
| Corporate trust and agency accounts, managed assets | $28,665,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $176,512,000 | 178 |
| Foundation and endowment trust and agency accounts, managed assets | $7,869,000 | 206 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $62,887,000 | 131 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,908,603,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $577,500,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,596,577,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000 | 152 |
| Other retirement accounts, non-managed assets | $45,955,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $639,298,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $36,886,000 | 42 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,386,000 | 61 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,635,814,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $44,753,000 | 73 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,955,375,000 | 74 |
| Managed Assets ($) | $1,164,318,000 | 111 |
| Personal trust and agency accounts, managed assets | $602,120,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $287,448,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $6,000 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $62,568,000 | 144 |
| Corporate trust and agency accounts, managed assets | $29,666,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $174,579,000 | 179 |
| Foundation and endowment trust and agency accounts, managed assets | $7,931,000 | 206 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $62,558,000 | 125 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,791,057,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $573,561,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,556,809,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $45,899,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $570,216,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $31,095,000 | 44 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,477,000 | 59 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,503,505,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $44,676,000 | 73 |
| 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 | $4,114,523,000 | 74 |
| Managed Assets ($) | $1,576,715,000 | 90 |
| Personal trust and agency accounts, managed assets | $594,693,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $743,992,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 356 |
| Other employee benefit and retirement-related accounts, managed assets | $29,810,000 | 241 |
| Corporate trust and agency accounts, managed assets | $28,397,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $172,340,000 | 179 |
| Foundation and endowment trust and agency accounts, managed assets | $7,483,000 | 273 |
| 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 | $29,810,000 | 207 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $2,537,808,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $577,090,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,458,476,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
| Other retirement accounts, non-managed assets | $38,057,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $422,207,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | $28,657,000 | 51 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,321,000 | 66 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,670,881,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $36,935,000 | 99 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,545,804,000 | 79 |
| Managed Assets ($) | $1,272,479,000 | 99 |
| Personal trust and agency accounts, managed assets | $595,667,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $435,934,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 231 |
| Other employee benefit and retirement-related accounts, managed assets | $30,550,000 | 218 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $202,575,000 | 156 |
| Foundation and endowment trust and agency accounts, managed assets | $7,753,000 | 201 |
| 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 | $30,550,000 | 184 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,273,325,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $428,623,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,390,913,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
| Other retirement accounts, non-managed assets | $31,393,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $409,783,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,613,000 | 60 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,401,108,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,348,000 | 92 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,379,295,000 | 79 |
| Managed Assets ($) | $1,232,501,000 | 96 |
| Personal trust and agency accounts, managed assets | $572,130,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $424,332,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 229 |
| Other employee benefit and retirement-related accounts, managed assets | $25,577,000 | 220 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $203,627,000 | 151 |
| Foundation and endowment trust and agency accounts, managed assets | $6,835,000 | 205 |
| 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 | $25,577,000 | 184 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,146,794,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $389,809,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,300,153,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $31,165,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $413,955,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,712,000 | 61 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,607,467,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,212,000 | 86 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,432,227,000 | 78 |
| Managed Assets ($) | $1,239,014,000 | 99 |
| Personal trust and agency accounts, managed assets | $591,511,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $439,718,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
| Other employee benefit and retirement-related accounts, managed assets | $26,889,000 | 222 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $173,406,000 | 172 |
| Foundation and endowment trust and agency accounts, managed assets | $7,490,000 | 200 |
| 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 | $26,889,000 | 186 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,193,213,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $390,130,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,305,347,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $32,035,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $427,334,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | $25,840,000 | 37 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,527,000 | 63 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,714,497,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,035,000 | 83 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,297,182,000 | 81 |
| Managed Assets ($) | $1,141,900,000 | 104 |
| Personal trust and agency accounts, managed assets | $581,205,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $353,198,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 372 |
| Other employee benefit and retirement-related accounts, managed assets | $25,151,000 | 241 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $175,084,000 | 172 |
| Foundation and endowment trust and agency accounts, managed assets | $7,262,000 | 255 |
| 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 | $25,151,000 | 201 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $2,155,282,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $298,472,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,326,840,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
| Other retirement accounts, non-managed assets | $29,642,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $464,681,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $24,521,000 | 44 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,126,000 | 72 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,335,583,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,642,000 | 121 |
| 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 | $3,255,465,000 | 81 |
| Managed Assets ($) | $1,144,308,000 | 105 |
| Personal trust and agency accounts, managed assets | $586,541,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $344,172,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $19,182,000 | 234 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $194,413,000 | 172 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,111,157,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $335,759,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,199,797,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $169,431,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $406,170,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,098,413,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,833,453,000 | 86 |
| Managed Assets ($) | $1,075,825,000 | 105 |
| Personal trust and agency accounts, managed assets | $548,384,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $325,118,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 225 |
| Other employee benefit and retirement-related accounts, managed assets | $16,925,000 | 237 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $185,398,000 | 171 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,757,628,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $296,110,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $849,117,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $153,297,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $459,104,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,214,064,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,681,776,000 | 88 |
| Managed Assets ($) | $1,041,016,000 | 104 |
| Personal trust and agency accounts, managed assets | $523,811,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $324,143,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 226 |
| Other employee benefit and retirement-related accounts, managed assets | $16,510,000 | 234 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $176,552,000 | 174 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,640,760,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $233,643,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $834,802,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $134,067,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $438,248,000 | 42 |
| 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 | $2,130,259,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,749,782,000 | 92 |
| Managed Assets ($) | $993,931,000 | 113 |
| Personal trust and agency accounts, managed assets | $510,715,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $288,942,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 370 |
| Other employee benefit and retirement-related accounts, managed assets | $16,870,000 | 269 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $177,404,000 | 181 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,755,851,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $270,184,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $868,272,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $132,658,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $484,737,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,056,591,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,765,467,000 | 94 |
| Managed Assets ($) | $935,217,000 | 120 |
| Personal trust and agency accounts, managed assets | $409,478,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $315,655,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
| Other employee benefit and retirement-related accounts, managed assets | $18,902,000 | 244 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $191,182,000 | 180 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,830,250,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $381,051,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $848,704,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $167,880,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $432,615,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,114,217,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,886,504,000 | 97 |
| Managed Assets ($) | $1,032,007,000 | 120 |
| Personal trust and agency accounts, managed assets | $465,678,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $350,116,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 240 |
| Other employee benefit and retirement-related accounts, managed assets | $21,361,000 | 242 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $194,852,000 | 183 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,854,497,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $386,751,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $799,605,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $173,170,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $494,971,000 | 42 |
| 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 | $2,347,352,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,782,851,000 | 104 |
| Managed Assets ($) | $1,049,575,000 | 123 |
| Personal trust and agency accounts, managed assets | $496,778,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $336,779,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 239 |
| Other employee benefit and retirement-related accounts, managed assets | $20,997,000 | 245 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $195,021,000 | 188 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,733,276,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $480,159,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $848,548,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $165,907,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $238,662,000 | 53 |
| 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 | $1,790,014,000 | 89 |
| 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 | $3,043,720,000 | 95 |
| Managed Assets ($) | $1,211,341,000 | 113 |
| Personal trust and agency accounts, managed assets | $700,521,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $289,998,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 395 |
| Other employee benefit and retirement-related accounts, managed assets | $21,686,000 | 267 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $199,136,000 | 188 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,832,379,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $415,703,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $895,654,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $192,436,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $328,586,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,657,707,000 | 90 |
| 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 | $3,130,135,000 | 96 |
| Managed Assets ($) | $1,248,736,000 | 113 |
| Personal trust and agency accounts, managed assets | $753,680,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $291,796,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
| Other employee benefit and retirement-related accounts, managed assets | $21,755,000 | 240 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $181,505,000 | 192 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,881,399,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $478,369,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $864,697,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
| Other retirement accounts, non-managed assets | $202,485,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $335,848,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,731,593,000 | 90 |
| 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 | $3,023,093,000 | 98 |
| Managed Assets ($) | $1,265,277,000 | 116 |
| Personal trust and agency accounts, managed assets | $719,363,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $343,238,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $21,361,000 | 242 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $181,315,000 | 193 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,757,816,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $456,213,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $758,050,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $192,925,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $350,628,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,812,915,000 | 90 |
| 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 | $3,010,721,000 | 96 |
| Managed Assets ($) | $1,209,361,000 | 116 |
| Personal trust and agency accounts, managed assets | $702,056,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $313,036,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 244 |
| Other employee benefit and retirement-related accounts, managed assets | $20,244,000 | 240 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $174,025,000 | 195 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,801,360,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $440,813,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $798,967,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $61,000 | 167 |
| Other retirement accounts, non-managed assets | $182,430,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $379,089,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,897,044,000 | 86 |
| 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 | $3,231,915,000 | 93 |
| Managed Assets ($) | $1,198,394,000 | 113 |
| Personal trust and agency accounts, managed assets | $703,273,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $301,498,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 424 |
| Other employee benefit and retirement-related accounts, managed assets | $18,708,000 | 274 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $174,915,000 | 191 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,033,521,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $434,047,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $745,709,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $60,000 | 243 |
| Other retirement accounts, non-managed assets | $177,308,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $676,397,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,700,324,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,981,347,000 | 100 |
| Managed Assets ($) | $1,061,708,000 | 126 |
| Personal trust and agency accounts, managed assets | $678,504,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $188,993,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $18,606,000 | 234 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $175,605,000 | 195 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,919,639,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $376,426,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $762,877,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $77,000 | 170 |
| Other retirement accounts, non-managed assets | $177,391,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $602,868,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,501,570,000 | 94 |
| 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 | $3,206,041,000 | 100 |
| Managed Assets ($) | $1,036,624,000 | 126 |
| Personal trust and agency accounts, managed assets | $653,613,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $179,279,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 248 |
| Other employee benefit and retirement-related accounts, managed assets | $17,685,000 | 245 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $186,047,000 | 192 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,169,417,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $375,043,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $866,038,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $166,000 | 178 |
| Other retirement accounts, non-managed assets | $166,588,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $761,582,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,407,512,000 | 95 |
| 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 | $3,196,401,000 | 101 |
| Managed Assets ($) | $1,042,645,000 | 125 |
| Personal trust and agency accounts, managed assets | $684,741,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $177,052,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 249 |
| Other employee benefit and retirement-related accounts, managed assets | $19,806,000 | 233 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $161,046,000 | 204 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,153,756,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $409,000,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $934,785,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $171,000 | 176 |
| Other retirement accounts, non-managed assets | $165,813,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $643,987,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,542,672,000 | 92 |
| 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 | $3,052,117,000 | 101 |
| Managed Assets ($) | $994,459,000 | 130 |
| Personal trust and agency accounts, managed assets | $634,752,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $192,322,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $18,501,000 | 267 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $148,884,000 | 207 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,057,658,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $364,258,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $799,805,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $158,000 | 262 |
| Other retirement accounts, non-managed assets | $146,047,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $747,390,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,239,486,000 | 98 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,878,355,000 | 106 |
| Managed Assets ($) | $968,137,000 | 128 |
| Personal trust and agency accounts, managed assets | $619,011,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $187,614,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 246 |
| Other employee benefit and retirement-related accounts, managed assets | $18,114,000 | 225 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $143,398,000 | 204 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,910,218,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $379,258,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $773,480,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $171,000 | 177 |
| Other retirement accounts, non-managed assets | $140,413,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $616,896,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,181,250,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,803,172,000 | 103 |
| Managed Assets ($) | $939,492,000 | 126 |
| Personal trust and agency accounts, managed assets | $600,774,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $181,664,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 251 |
| Other employee benefit and retirement-related accounts, managed assets | $17,712,000 | 230 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $139,342,000 | 212 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,863,680,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $372,080,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $727,772,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $183,000 | 171 |
| Other retirement accounts, non-managed assets | $131,692,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $631,953,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,154,484,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,806,650,000 | 109 |
| Managed Assets ($) | $963,336,000 | 126 |
| Personal trust and agency accounts, managed assets | $608,277,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $197,764,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 253 |
| Other employee benefit and retirement-related accounts, managed assets | $17,413,000 | 236 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $139,882,000 | 211 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,843,314,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $358,310,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $794,547,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $146,000 | 175 |
| Other retirement accounts, non-managed assets | $132,580,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $557,731,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,370,079,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,896,602,000 | 111 |
| Managed Assets ($) | $971,403,000 | 124 |
| Personal trust and agency accounts, managed assets | $627,591,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $186,290,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 442 |
| Other employee benefit and retirement-related accounts, managed assets | $19,310,000 | 247 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $138,212,000 | 210 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,925,199,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $404,016,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $836,357,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $158,000 | 263 |
| Other retirement accounts, non-managed assets | $127,904,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $556,764,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,239,091,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,769,425,000 | 111 |
| Managed Assets ($) | $933,629,000 | 128 |
| Personal trust and agency accounts, managed assets | $600,470,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $177,816,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 243 |
| Other employee benefit and retirement-related accounts, managed assets | $18,595,000 | 223 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $136,748,000 | 199 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,835,796,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $388,114,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $918,354,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $202,000 | 179 |
| Other retirement accounts, non-managed assets | $129,826,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $399,300,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,199,119,000 | 107 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,856,685,000 | 108 |
| Managed Assets ($) | $940,140,000 | 125 |
| Personal trust and agency accounts, managed assets | $612,074,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $168,424,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $18,042,000 | 225 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $141,600,000 | 193 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,916,545,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $391,900,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $890,467,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $202,000 | 184 |
| Other retirement accounts, non-managed assets | $118,381,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $515,595,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,126,375,000 | 105 |
| 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 | $3,148,345,000 | 103 |
| Managed Assets ($) | $907,591,000 | 133 |
| Personal trust and agency accounts, managed assets | $600,893,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $144,871,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $18,360,000 | 223 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $143,467,000 | 190 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,240,754,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $366,564,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,094,222,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $215,000 | 187 |
| Other retirement accounts, non-managed assets | $108,079,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $671,674,000 | 55 |
| 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 | $1,101,021,000 | 107 |
| 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 | $3,110,771,000 | 107 |
| Managed Assets ($) | $952,854,000 | 129 |
| Personal trust and agency accounts, managed assets | $645,099,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $187,825,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 448 |
| Other employee benefit and retirement-related accounts, managed assets | $10,527,000 | 336 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $109,403,000 | 225 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,157,917,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $328,166,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,052,327,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $195,000 | 278 |
| Other retirement accounts, non-managed assets | $115,653,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $661,576,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,140,640,000 | 111 |
| 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 | $2,722,429,000 | 116 |
| Managed Assets ($) | $927,665,000 | 135 |
| Personal trust and agency accounts, managed assets | $594,729,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $180,890,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $505,000 | 250 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 364 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $151,541,000 | 176 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,794,764,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $243,400,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $912,349,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $88,214,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $550,801,000 | 67 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,009,810,000 | 116 |
| 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 | $2,484,034,000 | 123 |
| Managed Assets ($) | $921,794,000 | 131 |
| Personal trust and agency accounts, managed assets | $592,534,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $186,329,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $463,000 | 249 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $142,468,000 | 183 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,562,240,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $185,614,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $767,650,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $41,930,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $567,046,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $968,286,000 | 117 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | 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 | $2,162,819,000 | 129 |
| Managed Assets ($) | $882,319,000 | 135 |
| Personal trust and agency accounts, managed assets | $557,524,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $198,839,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $7,000 | 260 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 376 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $125,949,000 | 188 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,280,500,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $153,174,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $681,651,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $39,978,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $405,697,000 | 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 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $860,524,000 | 119 |
| 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 | $2,118,262,000 | 130 |
| Managed Assets ($) | $893,783,000 | 135 |
| Personal trust and agency accounts, managed assets | $572,851,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $199,072,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $6,000 | 471 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 820 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $121,854,000 | 198 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,224,479,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $169,664,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $642,608,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $33,845,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $378,362,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $925,875,000 | 122 |
| 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 | $2,107,185,000 | 119 |
| Managed Assets ($) | $1,016,863,000 | 126 |
| Personal trust and agency accounts, managed assets | $735,286,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $502,000 | 733 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $205,699,000 | 44 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $75,376,000 | 248 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,090,322,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $157,446,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 725 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $524,603,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $408,273,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $686,658,000 | 120 |
| 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 |