| 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 | $5,619,733,000 | 89 |
| Managed Assets ($) | $4,234,039,000 | 70 |
| Personal trust and agency accounts, managed assets | $2,996,180,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,970,000 | 195 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $298,228,000 | 94 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $439,801,000 | 154 |
| Foundation and endowment trust and agency accounts, managed assets | $112,344,000 | 117 |
| Other fiduciary accounts, managed assets | $382,516,000 | 16 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $184,988,000 | 125 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,385,694,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $4,420,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,533,000 | 195 |
| Employee benefit-defined benefit accounts, non-managed Assets | $589,350,000 | 32 |
| Other retirement accounts, non-managed assets | $344,911,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $173,899,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
| Other fiduciary accounts, non-managed assets | $267,581,000 | 27 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,081,602,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $12,842,000 | 164 |
| 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 | $5,807,541,000 | 86 |
| Managed Assets ($) | $4,389,857,000 | 69 |
| Personal trust and agency accounts, managed assets | $3,185,527,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,826,000 | 222 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $236,135,000 | 113 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $245,456,000 | 210 |
| Foundation and endowment trust and agency accounts, managed assets | $101,303,000 | 130 |
| Other fiduciary accounts, managed assets | $616,610,000 | 11 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $205,179,000 | 118 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,417,684,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $4,219,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,595,000 | 223 |
| Employee benefit-defined benefit accounts, non-managed Assets | $595,771,000 | 31 |
| Other retirement accounts, non-managed assets | $335,235,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $230,983,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $245,881,000 | 28 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,053,773,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $12,966,000 | 189 |
| 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 | $6,087,034,000 | 80 |
| Managed Assets ($) | $4,681,588,000 | 67 |
| Personal trust and agency accounts, managed assets | $3,368,895,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,713,000 | 202 |
| Employee benefit-defined benefit accounts, managed assets | $42,000 | 175 |
| Other employee benefit and retirement-related accounts, managed assets | $232,014,000 | 108 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $232,034,000 | 206 |
| Foundation and endowment trust and agency accounts, managed assets | $111,623,000 | 115 |
| Other fiduciary accounts, managed assets | $732,267,000 | 12 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $197,626,000 | 118 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,405,446,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $4,008,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,229,000 | 198 |
| Employee benefit-defined benefit accounts, non-managed Assets | $574,655,000 | 33 |
| Other retirement accounts, non-managed assets | $327,384,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $277,071,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $217,099,000 | 30 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,829,586,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $12,156,000 | 169 |
| 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 | $6,149,753,000 | 80 |
| Managed Assets ($) | $4,709,992,000 | 67 |
| Personal trust and agency accounts, managed assets | $2,460,559,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,654,000 | 290 |
| Employee benefit-defined benefit accounts, managed assets | $42,000 | 239 |
| Other employee benefit and retirement-related accounts, managed assets | $232,966,000 | 105 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $1,285,489,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $94,519,000 | 131 |
| Other fiduciary accounts, managed assets | $632,763,000 | 12 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $192,550,000 | 114 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $1,439,761,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $2,322,000 | 382 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,143,000 | 284 |
| Employee benefit-defined benefit accounts, non-managed Assets | $611,657,000 | 33 |
| Other retirement accounts, non-managed assets | $321,321,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $77,215,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $3,379,000 | 199 |
| Foundation and endowment trust and agency accounts, non-managed assets | $201,494,000 | 24 |
| Other fiduciary accounts, non-managed assets | $217,230,000 | 30 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,870,524,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,358,000 | 267 |
| 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 | $5,831,481,000 | 75 |
| Managed Assets ($) | $4,528,833,000 | 64 |
| Personal trust and agency accounts, managed assets | $2,329,587,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,350,000 | 207 |
| Employee benefit-defined benefit accounts, managed assets | $2,227,000 | 159 |
| Other employee benefit and retirement-related accounts, managed assets | $251,953,000 | 97 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,176,534,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $154,569,000 | 86 |
| Other fiduciary accounts, managed assets | $610,613,000 | 12 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $172,505,000 | 116 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,302,648,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $8,334,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,857,000 | 199 |
| Employee benefit-defined benefit accounts, non-managed Assets | $595,684,000 | 33 |
| Other retirement accounts, non-managed assets | $299,148,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $71,475,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $3,004,000 | 134 |
| Foundation and endowment trust and agency accounts, non-managed assets | $140,774,000 | 27 |
| Other fiduciary accounts, non-managed assets | $179,372,000 | 31 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,715,827,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,557,000 | 184 |
| 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 | $5,617,842,000 | 72 |
| Managed Assets ($) | $4,300,077,000 | 62 |
| Personal trust and agency accounts, managed assets | $2,214,282,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,119,000 | 230 |
| Employee benefit-defined benefit accounts, managed assets | $2,174,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $243,740,000 | 97 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $1,123,311,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $131,185,000 | 91 |
| Other fiduciary accounts, managed assets | $581,266,000 | 13 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $164,500,000 | 116 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,317,765,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $8,092,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,639,000 | 228 |
| Employee benefit-defined benefit accounts, non-managed Assets | $591,455,000 | 34 |
| Other retirement accounts, non-managed assets | $287,687,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $74,683,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $3,069,000 | 154 |
| Foundation and endowment trust and agency accounts, non-managed assets | $148,140,000 | 27 |
| Other fiduciary accounts, non-managed assets | $200,000,000 | 31 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,467,482,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,056,000 | 206 |
| 2020-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,189,650,000 | 74 |
| Managed Assets ($) | $3,918,802,000 | 60 |
| Personal trust and agency accounts, managed assets | $2,000,306,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,771,000 | 205 |
| Employee benefit-defined benefit accounts, managed assets | $1,946,000 | 160 |
| Other employee benefit and retirement-related accounts, managed assets | $213,670,000 | 95 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,016,834,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $130,786,000 | 85 |
| Other fiduciary accounts, managed assets | $551,489,000 | 11 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $147,442,000 | 115 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,270,848,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $7,513,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,046,000 | 203 |
| Employee benefit-defined benefit accounts, non-managed Assets | $559,521,000 | 34 |
| Other retirement accounts, non-managed assets | $276,455,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $80,313,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $2,918,000 | 131 |
| Foundation and endowment trust and agency accounts, non-managed assets | $130,150,000 | 29 |
| Other fiduciary accounts, non-managed assets | $209,932,000 | 30 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,646,526,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,739,000 | 185 |
| 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 | $5,909,808,000 | 72 |
| Managed Assets ($) | $4,602,226,000 | 57 |
| Personal trust and agency accounts, managed assets | $2,216,230,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,171,000 | 292 |
| Employee benefit-defined benefit accounts, managed assets | $66,324,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $244,051,000 | 98 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $1,229,839,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $154,856,000 | 84 |
| Other fiduciary accounts, managed assets | $686,755,000 | 11 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $168,466,000 | 115 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $1,307,582,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $9,209,000 | 255 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,104,000 | 292 |
| Employee benefit-defined benefit accounts, non-managed Assets | $559,161,000 | 34 |
| Other retirement accounts, non-managed assets | $307,143,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $72,128,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $2,901,000 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $146,772,000 | 31 |
| Other fiduciary accounts, non-managed assets | $205,164,000 | 31 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,180,725,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,355,000 | 249 |
| 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 | $6,118,581,000 | 72 |
| Managed Assets ($) | $4,642,091,000 | 57 |
| Personal trust and agency accounts, managed assets | $2,039,217,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,994,000 | 213 |
| Employee benefit-defined benefit accounts, managed assets | $66,324,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $228,511,000 | 99 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $1,174,578,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $149,840,000 | 85 |
| Other fiduciary accounts, managed assets | $979,627,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $152,275,000 | 121 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,476,490,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $172,942,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,919,000 | 202 |
| Employee benefit-defined benefit accounts, non-managed Assets | $561,727,000 | 35 |
| Other retirement accounts, non-managed assets | $307,737,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $77,290,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | $2,718,000 | 137 |
| Foundation and endowment trust and agency accounts, non-managed assets | $140,160,000 | 29 |
| Other fiduciary accounts, non-managed assets | $208,997,000 | 30 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,979,424,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 312 |
| 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 | $6,124,842,000 | 71 |
| Managed Assets ($) | $4,679,376,000 | 56 |
| Personal trust and agency accounts, managed assets | $2,067,038,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,041,000 | 228 |
| Employee benefit-defined benefit accounts, managed assets | $66,010,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $228,108,000 | 94 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,191,406,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $149,735,000 | 84 |
| Other fiduciary accounts, managed assets | $973,038,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $148,503,000 | 118 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,445,466,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $174,789,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,994,000 | 221 |
| Employee benefit-defined benefit accounts, non-managed Assets | $536,909,000 | 35 |
| Other retirement accounts, non-managed assets | $303,903,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $75,857,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | $2,880,000 | 150 |
| Foundation and endowment trust and agency accounts, non-managed assets | $137,913,000 | 27 |
| Other fiduciary accounts, non-managed assets | $208,221,000 | 27 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,389,195,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,179,000 | 186 |
| 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 | $6,159,975,000 | 70 |
| Managed Assets ($) | $4,509,669,000 | 55 |
| Personal trust and agency accounts, managed assets | $2,010,113,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $6,980,000 | 204 |
| Employee benefit-defined benefit accounts, managed assets | $61,702,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $217,546,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,148,013,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $121,277,000 | 94 |
| Other fiduciary accounts, managed assets | $944,038,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $143,793,000 | 117 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,650,306,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $173,742,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $246,417,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $519,241,000 | 36 |
| Other retirement accounts, non-managed assets | $279,623,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $70,468,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | $2,912,000 | 152 |
| Foundation and endowment trust and agency accounts, non-managed assets | $147,471,000 | 25 |
| Other fiduciary accounts, non-managed assets | $210,432,000 | 28 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,332,578,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,678,000 | 188 |
| 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 | $5,873,527,000 | 70 |
| Managed Assets ($) | $4,265,929,000 | 56 |
| Personal trust and agency accounts, managed assets | $1,848,034,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $6,365,000 | 251 |
| Employee benefit-defined benefit accounts, managed assets | $110,933,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $202,931,000 | 90 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $1,097,170,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $104,382,000 | 95 |
| Other fiduciary accounts, managed assets | $896,114,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $136,872,000 | 113 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $1,607,598,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $171,184,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $252,086,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $494,176,000 | 36 |
| Other retirement accounts, non-managed assets | $272,725,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $72,465,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | $2,650,000 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $135,070,000 | 25 |
| Other fiduciary accounts, non-managed assets | $207,242,000 | 27 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,273,169,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,061,000 | 257 |
| 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 | $6,315,253,000 | 69 |
| Managed Assets ($) | $4,635,309,000 | 53 |
| Personal trust and agency accounts, managed assets | $1,940,529,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $7,195,000 | 208 |
| Employee benefit-defined benefit accounts, managed assets | $115,986,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $219,823,000 | 87 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $1,242,914,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $115,268,000 | 95 |
| Other fiduciary accounts, managed assets | $993,594,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $157,057,000 | 106 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,679,944,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $177,407,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $251,999,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $505,404,000 | 36 |
| Other retirement accounts, non-managed assets | $279,831,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $83,330,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $2,986,000 | 153 |
| Foundation and endowment trust and agency accounts, non-managed assets | $148,017,000 | 25 |
| Other fiduciary accounts, non-managed assets | $230,970,000 | 26 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,361,473,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,424,000 | 184 |
| 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 | $6,382,564,000 | 70 |
| Managed Assets ($) | $4,526,276,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,915,966,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $6,975,000 | 212 |
| Employee benefit-defined benefit accounts, managed assets | $114,853,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $215,853,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $1,177,743,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $119,330,000 | 93 |
| Other fiduciary accounts, managed assets | $975,556,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $155,556,000 | 105 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,856,288,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $171,559,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $452,856,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $510,305,000 | 38 |
| Other retirement accounts, non-managed assets | $260,413,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $85,852,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | $2,959,000 | 149 |
| Foundation and endowment trust and agency accounts, non-managed assets | $142,133,000 | 25 |
| Other fiduciary accounts, non-managed assets | $230,211,000 | 27 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,518,609,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,597,000 | 188 |
| 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 | $6,357,534,000 | 71 |
| Managed Assets ($) | $4,545,500,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,924,135,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $16,800,000 | 171 |
| Employee benefit-defined benefit accounts, managed assets | $116,191,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $185,427,000 | 100 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $1,197,557,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $117,263,000 | 94 |
| Other fiduciary accounts, managed assets | $988,127,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $153,927,000 | 104 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,812,034,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $176,647,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $453,710,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $511,459,000 | 37 |
| Other retirement accounts, non-managed assets | $261,204,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $29,005,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $3,035,000 | 150 |
| Foundation and endowment trust and agency accounts, non-managed assets | $145,282,000 | 25 |
| Other fiduciary accounts, non-managed assets | $231,692,000 | 26 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,823,445,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,146,000 | 185 |
| 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 | $6,430,610,000 | 70 |
| Managed Assets ($) | $4,616,587,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,956,802,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $16,554,000 | 189 |
| Employee benefit-defined benefit accounts, managed assets | $121,941,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $178,182,000 | 102 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $1,184,554,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $117,793,000 | 95 |
| Other fiduciary accounts, managed assets | $1,040,761,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $152,113,000 | 102 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $1,814,023,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $177,852,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $448,765,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $529,624,000 | 38 |
| Other retirement accounts, non-managed assets | $243,146,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $35,057,000 | 67 |
| Investment management and advisory agency accounts, non-managed assets | $3,313,000 | 203 |
| Foundation and endowment trust and agency accounts, non-managed assets | $146,578,000 | 26 |
| Other fiduciary accounts, non-managed assets | $229,688,000 | 26 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,854,314,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,400,000 | 255 |
| 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 | $6,476,304,000 | 69 |
| Managed Assets ($) | $4,627,236,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,912,911,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $27,380,000 | 142 |
| Employee benefit-defined benefit accounts, managed assets | $117,565,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $174,831,000 | 99 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,212,766,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $112,037,000 | 92 |
| Other fiduciary accounts, managed assets | $1,069,746,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $147,384,000 | 103 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,849,068,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $177,396,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $426,884,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $523,179,000 | 38 |
| Other retirement accounts, non-managed assets | $285,818,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $57,375,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $3,420,000 | 143 |
| Foundation and endowment trust and agency accounts, non-managed assets | $152,869,000 | 26 |
| Other fiduciary accounts, non-managed assets | $222,127,000 | 28 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,934,549,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,028,000 | 184 |
| 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 | $6,432,229,000 | 67 |
| Managed Assets ($) | $4,635,751,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,846,513,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $26,132,000 | 139 |
| Employee benefit-defined benefit accounts, managed assets | $118,326,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $173,515,000 | 95 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,290,043,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $109,363,000 | 94 |
| Other fiduciary accounts, managed assets | $1,071,859,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $145,419,000 | 100 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,796,478,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $150,191,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $400,266,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $519,383,000 | 36 |
| Other retirement accounts, non-managed assets | $293,855,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $63,993,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $3,356,000 | 143 |
| Foundation and endowment trust and agency accounts, non-managed assets | $147,892,000 | 25 |
| Other fiduciary accounts, non-managed assets | $217,542,000 | 24 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,492,742,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,717,000 | 184 |
| 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 | $6,296,482,000 | 67 |
| Managed Assets ($) | $4,547,864,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,754,627,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $24,959,000 | 143 |
| Employee benefit-defined benefit accounts, managed assets | $120,376,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $171,581,000 | 93 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $1,270,953,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | $108,775,000 | 95 |
| Other fiduciary accounts, managed assets | $1,096,593,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $147,146,000 | 93 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,748,618,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $144,701,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $414,215,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $510,482,000 | 35 |
| Other retirement accounts, non-managed assets | $281,568,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $37,644,000 | 63 |
| Investment management and advisory agency accounts, non-managed assets | $3,318,000 | 140 |
| Foundation and endowment trust and agency accounts, non-managed assets | $146,633,000 | 26 |
| Other fiduciary accounts, non-managed assets | $210,057,000 | 27 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,789,371,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,446,000 | 186 |
| 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 | $6,126,486,000 | 67 |
| Managed Assets ($) | $4,464,755,000 | 53 |
| Personal trust and agency accounts, managed assets | $1,678,428,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $24,669,000 | 154 |
| Employee benefit-defined benefit accounts, managed assets | $116,602,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $170,240,000 | 90 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $1,219,703,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $107,335,000 | 94 |
| Other fiduciary accounts, managed assets | $1,147,778,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $144,083,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $1,661,731,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $142,304,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $366,465,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $499,736,000 | 36 |
| Other retirement accounts, non-managed assets | $268,947,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $45,002,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $3,191,000 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $140,447,000 | 26 |
| Other fiduciary accounts, non-managed assets | $195,639,000 | 26 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,786,427,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,104,000 | 265 |
| 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 | $6,173,553,000 | 67 |
| Managed Assets ($) | $4,492,310,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,661,583,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $26,633,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $120,462,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $163,823,000 | 93 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,217,706,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | $102,818,000 | 95 |
| Other fiduciary accounts, managed assets | $1,199,285,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $136,747,000 | 97 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,681,243,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $140,765,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $365,096,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $537,959,000 | 36 |
| Other retirement accounts, non-managed assets | $259,044,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $35,539,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $3,088,000 | 143 |
| Foundation and endowment trust and agency accounts, non-managed assets | $148,215,000 | 26 |
| Other fiduciary accounts, non-managed assets | $191,537,000 | 27 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,503,857,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $10,767,000 | 193 |
| 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 | $6,101,976,000 | 67 |
| Managed Assets ($) | $4,437,006,000 | 53 |
| Personal trust and agency accounts, managed assets | $1,596,671,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $26,535,000 | 138 |
| Employee benefit-defined benefit accounts, managed assets | $114,854,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $161,155,000 | 94 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,185,660,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | $99,646,000 | 95 |
| Other fiduciary accounts, managed assets | $1,252,485,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $132,342,000 | 97 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,664,970,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $139,589,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $359,491,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $536,926,000 | 37 |
| Other retirement accounts, non-managed assets | $256,370,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $39,156,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $3,138,000 | 144 |
| Foundation and endowment trust and agency accounts, non-managed assets | $144,044,000 | 25 |
| Other fiduciary accounts, non-managed assets | $186,256,000 | 28 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,364,618,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $10,667,000 | 195 |
| 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 | $6,073,336,000 | 66 |
| Managed Assets ($) | $4,451,835,000 | 53 |
| Personal trust and agency accounts, managed assets | $1,609,488,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $27,041,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $114,979,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $155,815,000 | 95 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $1,170,589,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $93,615,000 | 96 |
| Other fiduciary accounts, managed assets | $1,280,308,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $128,150,000 | 97 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,621,501,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $140,095,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $350,803,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $513,558,000 | 36 |
| Other retirement accounts, non-managed assets | $244,291,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $42,483,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | $3,106,000 | 141 |
| Foundation and endowment trust and agency accounts, non-managed assets | $151,577,000 | 24 |
| Other fiduciary accounts, non-managed assets | $175,588,000 | 30 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,498,577,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $10,623,000 | 192 |
| 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 | $6,035,110,000 | 65 |
| Managed Assets ($) | $4,434,975,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,584,481,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $27,299,000 | 149 |
| Employee benefit-defined benefit accounts, managed assets | $111,685,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $154,248,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $1,151,944,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | $95,842,000 | 95 |
| Other fiduciary accounts, managed assets | $1,309,476,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $130,012,000 | 94 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $1,600,135,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $140,057,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $352,030,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $491,722,000 | 38 |
| Other retirement accounts, non-managed assets | $236,212,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $29,720,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | $3,177,000 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $152,526,000 | 24 |
| Other fiduciary accounts, non-managed assets | $194,691,000 | 28 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,487,154,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,301,000 | 270 |
| 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 | $6,112,252,000 | 64 |
| Managed Assets ($) | $4,374,526,000 | 51 |
| Personal trust and agency accounts, managed assets | $1,522,431,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $27,343,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $114,067,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $154,627,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,162,767,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | $93,384,000 | 93 |
| Other fiduciary accounts, managed assets | $1,299,907,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $127,415,000 | 95 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,737,726,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $148,826,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $415,780,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $518,026,000 | 35 |
| Other retirement accounts, non-managed assets | $242,612,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $58,372,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $3,096,000 | 141 |
| Foundation and endowment trust and agency accounts, non-managed assets | $150,106,000 | 23 |
| Other fiduciary accounts, non-managed assets | $200,908,000 | 28 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,615,172,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,340,000 | 180 |
| 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 | $6,250,368,000 | 65 |
| Managed Assets ($) | $4,508,272,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,586,693,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $29,587,000 | 140 |
| Employee benefit-defined benefit accounts, managed assets | $116,723,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $158,086,000 | 94 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $1,216,646,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | $102,737,000 | 92 |
| Other fiduciary accounts, managed assets | $1,297,800,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $133,572,000 | 97 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,742,096,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $141,784,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $417,371,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $518,299,000 | 35 |
| Other retirement accounts, non-managed assets | $244,820,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $58,123,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $3,445,000 | 138 |
| Foundation and endowment trust and agency accounts, non-managed assets | $155,575,000 | 23 |
| Other fiduciary accounts, non-managed assets | $202,679,000 | 26 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,148,460,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,346,000 | 180 |
| 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 | $6,399,582,000 | 66 |
| Managed Assets ($) | $4,642,251,000 | 53 |
| Personal trust and agency accounts, managed assets | $1,614,949,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $29,823,000 | 141 |
| Employee benefit-defined benefit accounts, managed assets | $120,012,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $167,404,000 | 88 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $1,248,874,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $97,062,000 | 94 |
| Other fiduciary accounts, managed assets | $1,364,127,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $140,998,000 | 88 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,757,331,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $148,814,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $413,619,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $552,863,000 | 35 |
| Other retirement accounts, non-managed assets | $246,752,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $49,189,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $3,515,000 | 136 |
| Foundation and endowment trust and agency accounts, non-managed assets | $155,220,000 | 23 |
| Other fiduciary accounts, non-managed assets | $187,359,000 | 30 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,088,368,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $20,269,000 | 139 |
| 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 | $6,323,326,000 | 65 |
| Managed Assets ($) | $4,612,791,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,590,575,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $37,870,000 | 133 |
| Employee benefit-defined benefit accounts, managed assets | $117,241,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $164,082,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $1,211,862,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $92,411,000 | 93 |
| Other fiduciary accounts, managed assets | $1,398,750,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $142,543,000 | 86 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $1,710,535,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $166,684,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $418,836,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $536,566,000 | 35 |
| Other retirement accounts, non-managed assets | $190,805,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $52,957,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $3,477,000 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $151,249,000 | 23 |
| Other fiduciary accounts, non-managed assets | $189,961,000 | 30 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,616,617,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $20,158,000 | 170 |
| 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 | $6,260,510,000 | 66 |
| Managed Assets ($) | $4,564,217,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,548,077,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $54,012,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $117,216,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $167,555,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,216,910,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $89,709,000 | 94 |
| Other fiduciary accounts, managed assets | $1,370,738,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $146,844,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,696,293,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $139,810,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $495,127,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $511,833,000 | 37 |
| Other retirement accounts, non-managed assets | $189,183,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $16,068,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | $3,884,000 | 122 |
| Foundation and endowment trust and agency accounts, non-managed assets | $147,271,000 | 24 |
| Other fiduciary accounts, non-managed assets | $193,117,000 | 26 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,423,929,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $20,181,000 | 135 |
| 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 | $6,312,299,000 | 64 |
| Managed Assets ($) | $4,570,224,000 | 51 |
| Personal trust and agency accounts, managed assets | $1,510,408,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $55,922,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $119,566,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $175,081,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,222,838,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $102,665,000 | 85 |
| Other fiduciary accounts, managed assets | $1,383,744,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $150,362,000 | 79 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,742,075,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $182,153,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $491,956,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $512,652,000 | 37 |
| Other retirement accounts, non-managed assets | $190,342,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $27,988,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | $4,079,000 | 121 |
| Foundation and endowment trust and agency accounts, non-managed assets | $147,996,000 | 24 |
| Other fiduciary accounts, non-managed assets | $184,909,000 | 27 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,143,243,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $20,215,000 | 139 |
| 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 | $6,146,315,000 | 65 |
| Managed Assets ($) | $4,489,852,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,458,580,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $55,143,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $118,321,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $174,523,000 | 78 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,199,205,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $98,262,000 | 82 |
| Other fiduciary accounts, managed assets | $1,385,818,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $14,446,000 | 300 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,656,463,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $147,685,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $482,484,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $494,207,000 | 38 |
| Other retirement accounts, non-managed assets | $180,469,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $27,250,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $3,910,000 | 124 |
| Foundation and endowment trust and agency accounts, non-managed assets | $143,008,000 | 23 |
| Other fiduciary accounts, non-managed assets | $177,450,000 | 27 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,296,016,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $25,063,000 | 120 |
| 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 | $6,902,057,000 | 61 |
| Managed Assets ($) | $5,260,072,000 | 47 |
| Personal trust and agency accounts, managed assets | $1,463,287,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $55,334,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $125,229,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $176,168,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $1,228,632,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $101,417,000 | 80 |
| Other fiduciary accounts, managed assets | $2,110,005,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $149,272,000 | 77 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $1,641,985,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $164,721,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $482,322,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $470,161,000 | 38 |
| Other retirement accounts, non-managed assets | $166,116,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $43,025,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | $3,991,000 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $140,116,000 | 24 |
| Other fiduciary accounts, non-managed assets | $171,533,000 | 27 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,069,315,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $25,635,000 | 141 |
| 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 | $6,754,133,000 | 62 |
| Managed Assets ($) | $5,126,732,000 | 48 |
| Personal trust and agency accounts, managed assets | $1,395,634,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $55,017,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $128,333,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $172,640,000 | 70 |
| Corporate trust and agency accounts, managed assets | $10,610,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $1,180,443,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $96,375,000 | 80 |
| Other fiduciary accounts, managed assets | $2,087,680,000 | 6 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $141,686,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,627,401,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $214,538,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $451,846,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $473,366,000 | 40 |
| Other retirement accounts, non-managed assets | $164,298,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $30,940,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $3,668,000 | 118 |
| Foundation and endowment trust and agency accounts, non-managed assets | $132,920,000 | 22 |
| Other fiduciary accounts, non-managed assets | $155,825,000 | 26 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,785,179,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $26,141,000 | 120 |
| 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 | $6,510,537,000 | 61 |
| Managed Assets ($) | $4,977,309,000 | 48 |
| Personal trust and agency accounts, managed assets | $1,302,032,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $54,064,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $125,931,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $165,223,000 | 71 |
| Corporate trust and agency accounts, managed assets | $10,553,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $1,171,434,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $88,967,000 | 84 |
| Other fiduciary accounts, managed assets | $2,059,105,000 | 6 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $134,554,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,533,228,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $135,319,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $439,156,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $477,447,000 | 40 |
| Other retirement accounts, non-managed assets | $163,464,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $31,733,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | $3,262,000 | 123 |
| Foundation and endowment trust and agency accounts, non-managed assets | $127,019,000 | 23 |
| Other fiduciary accounts, non-managed assets | $155,828,000 | 27 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,917,172,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $25,895,000 | 118 |
| 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 | $6,734,658,000 | 61 |
| Managed Assets ($) | $5,132,446,000 | 47 |
| Personal trust and agency accounts, managed assets | $1,289,093,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $55,055,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $136,621,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $165,537,000 | 69 |
| Corporate trust and agency accounts, managed assets | $10,787,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $1,244,589,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $130,666,000 | 68 |
| Other fiduciary accounts, managed assets | $2,100,098,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $134,299,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,602,212,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $151,372,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $429,996,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $501,028,000 | 38 |
| Other retirement accounts, non-managed assets | $164,132,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $30,682,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $3,285,000 | 125 |
| Foundation and endowment trust and agency accounts, non-managed assets | $126,780,000 | 23 |
| Other fiduciary accounts, non-managed assets | $194,937,000 | 26 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,415,908,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $27,118,000 | 117 |
| 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 | $6,516,006,000 | 60 |
| Managed Assets ($) | $4,992,838,000 | 46 |
| Personal trust and agency accounts, managed assets | $1,258,763,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $52,921,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $131,661,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $160,825,000 | 69 |
| Corporate trust and agency accounts, managed assets | $12,000,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $1,135,428,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $129,860,000 | 66 |
| Other fiduciary accounts, managed assets | $2,111,380,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $126,676,000 | 72 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $1,523,168,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $147,219,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $415,246,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $502,385,000 | 38 |
| Other retirement accounts, non-managed assets | $155,911,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $35,344,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | $3,196,000 | 193 |
| Foundation and endowment trust and agency accounts, non-managed assets | $118,954,000 | 21 |
| Other fiduciary accounts, non-managed assets | $144,913,000 | 27 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,077,658,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $25,944,000 | 138 |
| 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 | $6,467,363,000 | 59 |
| Managed Assets ($) | $4,900,355,000 | 46 |
| Personal trust and agency accounts, managed assets | $1,192,491,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $55,563,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $132,537,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $154,394,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,095,441,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $115,401,000 | 70 |
| Other fiduciary accounts, managed assets | $2,154,528,000 | 6 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $123,484,000 | 72 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,567,008,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $178,732,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $411,569,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $499,776,000 | 40 |
| Other retirement accounts, non-managed assets | $157,833,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $55,009,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $3,198,000 | 128 |
| Foundation and endowment trust and agency accounts, non-managed assets | $118,312,000 | 19 |
| Other fiduciary accounts, non-managed assets | $142,579,000 | 25 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,963,901,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $27,909,000 | 111 |
| 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 | $6,408,495,000 | 60 |
| Managed Assets ($) | $4,772,543,000 | 46 |
| Personal trust and agency accounts, managed assets | $1,142,785,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $55,146,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $129,853,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $153,827,000 | 69 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $1,035,336,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | $111,527,000 | 69 |
| Other fiduciary accounts, managed assets | $2,144,069,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $121,161,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,635,952,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $149,871,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $397,922,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $492,172,000 | 40 |
| Other retirement accounts, non-managed assets | $153,345,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $180,858,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $3,043,000 | 123 |
| Foundation and endowment trust and agency accounts, non-managed assets | $112,853,000 | 18 |
| Other fiduciary accounts, non-managed assets | $145,888,000 | 25 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,448,111,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $29,174,000 | 104 |
| 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 | $6,362,727,000 | 60 |
| Managed Assets ($) | $4,769,992,000 | 47 |
| Personal trust and agency accounts, managed assets | $1,180,056,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $56,474,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $130,126,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $152,339,000 | 69 |
| Corporate trust and agency accounts, managed assets | $37,000 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $1,022,053,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $112,694,000 | 69 |
| Other fiduciary accounts, managed assets | $2,116,213,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $121,545,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,592,735,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $143,221,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $405,003,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $461,698,000 | 40 |
| Other retirement accounts, non-managed assets | $145,004,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $187,297,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $3,148,000 | 120 |
| Foundation and endowment trust and agency accounts, non-managed assets | $115,401,000 | 18 |
| Other fiduciary accounts, non-managed assets | $131,963,000 | 28 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,363,039,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $30,825,000 | 99 |
| 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 | $6,211,738,000 | 60 |
| Managed Assets ($) | $4,681,434,000 | 46 |
| Personal trust and agency accounts, managed assets | $1,113,261,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $56,036,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $126,105,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $147,612,000 | 68 |
| Corporate trust and agency accounts, managed assets | $37,000 | 191 |
| Investment management and investment advisory agency accounts, managed assets | $1,070,004,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $106,546,000 | 68 |
| Other fiduciary accounts, managed assets | $2,061,833,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $116,613,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $1,530,304,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $187,159,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $386,565,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $471,299,000 | 40 |
| Other retirement accounts, non-managed assets | $129,837,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $114,962,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $3,154,000 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $107,901,000 | 18 |
| Other fiduciary accounts, non-managed assets | $129,427,000 | 25 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,335,242,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $29,597,000 | 118 |
| 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 | $5,976,589,000 | 62 |
| Managed Assets ($) | $4,559,882,000 | 49 |
| Personal trust and agency accounts, managed assets | $1,137,566,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $55,569,000 | 98 |
| Employee benefit-defined benefit accounts, managed assets | $123,790,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $146,436,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $993,888,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $102,939,000 | 68 |
| Other fiduciary accounts, managed assets | $1,999,694,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $110,377,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,416,707,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $105,151,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $369,782,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $467,395,000 | 42 |
| Other retirement accounts, non-managed assets | $134,501,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $98,836,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $2,932,000 | 113 |
| Foundation and endowment trust and agency accounts, non-managed assets | $101,473,000 | 18 |
| Other fiduciary accounts, non-managed assets | $136,637,000 | 26 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,299,692,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $29,067,000 | 96 |
| 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 | $5,884,211,000 | 64 |
| Managed Assets ($) | $4,586,730,000 | 51 |
| Personal trust and agency accounts, managed assets | $1,241,018,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $60,729,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $122,042,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $161,587,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $1,047,963,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | $110,412,000 | 67 |
| Other fiduciary accounts, managed assets | $1,842,979,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $122,103,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,297,481,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $76,757,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $394,743,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $422,394,000 | 43 |
| Other retirement accounts, non-managed assets | $134,477,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $125,131,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $3,753,000 | 101 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,000 | 133 |
| Other fiduciary accounts, non-managed assets | $140,191,000 | 26 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,459,401,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $32,639,000 | 87 |
| 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 | $5,770,558,000 | 65 |
| Managed Assets ($) | $4,517,337,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,258,026,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $63,717,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $126,716,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $159,284,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $1,094,248,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $112,263,000 | 65 |
| Other fiduciary accounts, managed assets | $1,703,083,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $124,149,000 | 70 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,253,221,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $73,635,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $382,263,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $411,526,000 | 43 |
| Other retirement accounts, non-managed assets | $130,077,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $118,314,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $4,161,000 | 95 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,000 | 130 |
| Other fiduciary accounts, non-managed assets | $133,210,000 | 26 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,508,669,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $33,501,000 | 89 |
| 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 | $5,581,328,000 | 66 |
| Managed Assets ($) | $4,498,127,000 | 51 |
| Personal trust and agency accounts, managed assets | $1,233,270,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $63,925,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $276,863,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $156,193,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $1,073,166,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $98,869,000 | 66 |
| Other fiduciary accounts, managed assets | $1,595,841,000 | 6 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $119,485,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $1,083,201,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $94,543,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $359,992,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $204,688,000 | 51 |
| Other retirement accounts, non-managed assets | $130,035,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $138,796,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | $4,133,000 | 162 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,906,000 | 114 |
| Other fiduciary accounts, non-managed assets | $149,108,000 | 25 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,516,141,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $37,501,000 | 95 |
| 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 | $5,296,126,000 | 66 |
| Managed Assets ($) | $4,217,060,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,215,080,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $58,534,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $363,144,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $143,225,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $1,061,915,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $99,866,000 | 65 |
| Other fiduciary accounts, managed assets | $1,275,296,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $115,265,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,079,066,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $167,021,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $354,442,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $107,961,000 | 58 |
| Other retirement accounts, non-managed assets | $128,896,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $177,253,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $4,227,000 | 95 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,807,000 | 93 |
| Other fiduciary accounts, non-managed assets | $137,459,000 | 26 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,364,238,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $38,468,000 | 78 |
| 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 | $5,279,445,000 | 66 |
| Managed Assets ($) | $4,106,212,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,184,307,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $66,255,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $346,516,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $139,409,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $1,047,369,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $93,717,000 | 63 |
| Other fiduciary accounts, managed assets | $1,228,639,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $113,063,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,173,233,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $145,686,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $292,134,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $101,304,000 | 58 |
| Other retirement accounts, non-managed assets | $124,794,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $325,500,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $3,699,000 | 97 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,808,000 | 93 |
| Other fiduciary accounts, non-managed assets | $178,308,000 | 25 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,384,162,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $39,586,000 | 72 |
| 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 | $5,869,673,000 | 63 |
| Managed Assets ($) | $4,597,388,000 | 49 |
| Personal trust and agency accounts, managed assets | $1,366,461,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $71,458,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $362,938,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $177,783,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $1,210,014,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $102,519,000 | 61 |
| Other fiduciary accounts, managed assets | $1,306,215,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $148,071,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,272,285,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $160,035,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $346,484,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $104,706,000 | 61 |
| Other retirement accounts, non-managed assets | $126,578,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $328,713,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $5,336,000 | 84 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,808,000 | 65 |
| Other fiduciary accounts, non-managed assets | $188,625,000 | 26 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,470,708,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $44,962,000 | 67 |
| 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 | $6,021,245,000 | 64 |
| Managed Assets ($) | $4,494,028,000 | 50 |
| Personal trust and agency accounts, managed assets | $1,419,092,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $74,788,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $351,499,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $181,459,000 | 48 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $1,180,817,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $62,106,000 | 77 |
| Other fiduciary accounts, managed assets | $1,224,267,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $147,945,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $1,527,217,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $175,715,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $352,290,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $100,203,000 | 65 |
| Other retirement accounts, non-managed assets | $123,988,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $564,868,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $5,872,000 | 120 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,809,000 | 70 |
| Other fiduciary accounts, non-managed assets | $192,472,000 | 26 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,482,292,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $43,399,000 | 93 |
| 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 | $5,901,368,000 | 64 |
| Managed Assets ($) | $4,494,540,000 | 50 |
| Personal trust and agency accounts, managed assets | $1,460,244,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $78,750,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $345,680,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $169,548,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $1,138,096,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,302,222,000 | 15 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,406,828,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $146,438,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $340,827,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $96,174,000 | 62 |
| Other retirement accounts, non-managed assets | $117,635,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $561,856,000 | 39 |
| 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 | $143,898,000 | 30 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,473,577,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| 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 | $5,701,817,000 | 64 |
| Managed Assets ($) | $4,348,447,000 | 52 |
| Personal trust and agency accounts, managed assets | $2,184,467,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $76,597,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $320,477,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $164,056,000 | 53 |
| Corporate trust and agency accounts, managed assets | $751,207,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $312,575,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $539,068,000 | 16 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,353,370,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $125,235,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $320,485,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,617,000 | 65 |
| Other retirement accounts, non-managed assets | $21,828,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $579,727,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $219,478,000 | 29 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,378,742,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| 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 | $5,726,371,000 | 61 |
| Managed Assets ($) | $4,345,152,000 | 51 |
| Personal trust and agency accounts, managed assets | $2,148,989,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $72,681,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $295,355,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $189,755,000 | 48 |
| Corporate trust and agency accounts, managed assets | $753,364,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $315,358,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $569,650,000 | 15 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,381,219,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $177,105,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $265,161,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $80,082,000 | 64 |
| Other retirement accounts, non-managed assets | $21,594,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $659,338,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $177,939,000 | 31 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,384,519,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| 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 | $6,209,619,000 | 63 |
| Managed Assets ($) | $4,521,578,000 | 50 |
| Personal trust and agency accounts, managed assets | $2,276,908,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $77,521,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $301,675,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $194,735,000 | 49 |
| Corporate trust and agency accounts, managed assets | $758,224,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $320,790,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $591,725,000 | 17 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,688,041,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $181,612,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $292,403,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $83,901,000 | 70 |
| Other retirement accounts, non-managed assets | $21,768,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $912,263,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $196,094,000 | 32 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,682,663,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| 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 | $6,795,223,000 | 65 |
| Managed Assets ($) | $4,908,031,000 | 51 |
| Personal trust and agency accounts, managed assets | $2,501,337,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $87,231,000 | 76 |
| Employee benefit-defined benefit accounts, managed assets | $329,123,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $211,295,000 | 49 |
| Corporate trust and agency accounts, managed assets | $779,508,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $393,290,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $606,247,000 | 17 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,887,192,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $183,218,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $431,954,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $90,519,000 | 70 |
| Other retirement accounts, non-managed assets | $14,317,000 | 151 |
| Corporate trust and agency accounts, non-managed assets | $936,966,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $230,218,000 | 31 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,836,343,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| 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 | $6,403,528,000 | 72 |
| Managed Assets ($) | $5,242,647,000 | 53 |
| Personal trust and agency accounts, managed assets | $2,320,678,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $94,881,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $352,084,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $234,404,000 | 49 |
| Corporate trust and agency accounts, managed assets | $772,751,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $917,748,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $550,101,000 | 16 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,160,881,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $218,048,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $467,801,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $98,396,000 | 72 |
| Other retirement accounts, non-managed assets | $13,966,000 | 158 |
| Corporate trust and agency accounts, non-managed assets | $119,184,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $243,486,000 | 31 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,720,594,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| 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 | $6,392,323,000 | 73 |
| Managed Assets ($) | $5,435,299,000 | 52 |
| Personal trust and agency accounts, managed assets | $2,498,223,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $101,168,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $370,062,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $206,837,000 | 52 |
| Corporate trust and agency accounts, managed assets | $750,208,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $947,906,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $560,895,000 | 21 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $957,024,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $133,844,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $451,721,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $107,177,000 | 73 |
| Other retirement accounts, non-managed assets | $13,934,000 | 154 |
| Corporate trust and agency accounts, non-managed assets | $10,815,000 | 94 |
| 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 | $239,533,000 | 33 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,880,217,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| 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 | $5,430,072,000 | 73 |
| Managed Assets ($) | $4,507,250,000 | 55 |
| Personal trust and agency accounts, managed assets | $2,132,754,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $790,865,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $375,754,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $112,575,000 | 82 |
| Corporate trust and agency accounts, managed assets | $2,377,000 | 117 |
| Investment management and investment advisory agency accounts, managed assets | $483,168,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $609,757,000 | 20 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $922,822,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $207,267,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $342,446,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $101,831,000 | 78 |
| Other retirement accounts, non-managed assets | $13,907,000 | 213 |
| Corporate trust and agency accounts, non-managed assets | $8,076,000 | 123 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $249,295,000 | 31 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,757,858,000 | 88 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| 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 | $5,325,728,000 | 72 |
| Managed Assets ($) | $4,431,390,000 | 56 |
| Personal trust and agency accounts, managed assets | $2,088,265,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $794,257,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $373,670,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $114,457,000 | 80 |
| Corporate trust and agency accounts, managed assets | $2,351,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $418,975,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $639,415,000 | 20 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $894,338,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $172,910,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $338,559,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $102,708,000 | 79 |
| Other retirement accounts, non-managed assets | $6,464,000 | 204 |
| Corporate trust and agency accounts, non-managed assets | $26,044,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $247,653,000 | 33 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,831,694,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| 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 | $5,193,313,000 | 75 |
| Managed Assets ($) | $4,341,848,000 | 56 |
| Personal trust and agency accounts, managed assets | $2,013,000,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $798,007,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $361,382,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $111,671,000 | 81 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $433,914,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $623,874,000 | 20 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $851,465,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $143,146,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $350,186,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $100,555,000 | 83 |
| Other retirement accounts, non-managed assets | $5,474,000 | 226 |
| Corporate trust and agency accounts, non-managed assets | $11,032,000 | 93 |
| 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 | $241,072,000 | 32 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,526,892,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| 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 | $5,578,211,000 | 74 |
| Managed Assets ($) | $4,737,332,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,947,489,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,136,520,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $344,824,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $108,582,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $609,159,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $590,758,000 | 21 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $840,879,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $156,118,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $338,622,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $96,911,000 | 80 |
| Other retirement accounts, non-managed assets | $6,757,000 | 209 |
| Corporate trust and agency accounts, non-managed assets | $11,531,000 | 94 |
| 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 | $230,940,000 | 32 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,417,190,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| 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 | $5,623,979,000 | 71 |
| Managed Assets ($) | $4,774,830,000 | 55 |
| Personal trust and agency accounts, managed assets | $1,916,510,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,133,540,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $338,319,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $111,924,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $692,906,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $581,631,000 | 22 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $849,149,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $162,495,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $345,832,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $94,864,000 | 80 |
| Other retirement accounts, non-managed assets | $3,637,000 | 434 |
| Corporate trust and agency accounts, non-managed assets | $18,983,000 | 104 |
| 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 | $223,338,000 | 34 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,175,067,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| 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 | $5,728,930,000 | 77 |
| Managed Assets ($) | $4,745,592,000 | 60 |
| Personal trust and agency accounts, managed assets | $1,875,513,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,137,458,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $330,202,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $102,987,000 | 80 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $729,106,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $570,326,000 | 23 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $983,338,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $305,488,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $337,896,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $90,928,000 | 84 |
| Other retirement accounts, non-managed assets | $3,630,000 | 243 |
| Corporate trust and agency accounts, non-managed assets | $19,652,000 | 91 |
| 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 | $225,744,000 | 36 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,217,645,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| 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 | $5,424,177,000 | 83 |
| Managed Assets ($) | $4,686,414,000 | 62 |
| Personal trust and agency accounts, managed assets | $1,907,176,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,134,923,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $323,628,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $105,705,000 | 80 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $651,460,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $563,522,000 | 26 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $737,763,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $177,676,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $341,320,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $88,617,000 | 88 |
| Other retirement accounts, non-managed assets | $3,695,000 | 245 |
| Corporate trust and agency accounts, non-managed assets | $18,858,000 | 91 |
| 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 | $107,597,000 | 44 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,280,710,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| 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 | $5,595,201,000 | 80 |
| Managed Assets ($) | $4,888,098,000 | 60 |
| Personal trust and agency accounts, managed assets | $1,901,037,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,216,064,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $318,029,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $120,614,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $678,724,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $653,630,000 | 26 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $707,103,000 | 126 |
| Personal trust and agency accounts, non-managed assets | $211,410,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $378,170,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $89,232,000 | 84 |
| Other retirement accounts, non-managed assets | $2,255,000 | 268 |
| Corporate trust and agency accounts, non-managed assets | $15,935,000 | 93 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $10,101,000 | 70 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,328,189,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| 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 | $5,307,319,000 | 84 |
| Managed Assets ($) | $4,301,729,000 | 64 |
| Personal trust and agency accounts, managed assets | $1,938,099,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $61,637,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $311,722,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $430,212,000 | 31 |
| Corporate trust and agency accounts, managed assets | $22,160,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $730,893,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $807,006,000 | 21 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,005,590,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $368,882,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $346,981,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,045,000 | 86 |
| Other retirement accounts, non-managed assets | $17,735,000 | 176 |
| Corporate trust and agency accounts, non-managed assets | $26,432,000 | 105 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $159,515,000 | 42 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,162,135,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| 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 | $5,484,601,000 | 82 |
| Managed Assets ($) | $4,547,404,000 | 65 |
| Personal trust and agency accounts, managed assets | $1,915,597,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $56,661,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $311,507,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $425,341,000 | 32 |
| Corporate trust and agency accounts, managed assets | $6,560,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $1,084,063,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $747,675,000 | 22 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $937,197,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $302,982,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $349,951,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $84,210,000 | 87 |
| Other retirement accounts, non-managed assets | $20,487,000 | 132 |
| Corporate trust and agency accounts, non-managed assets | $28,419,000 | 88 |
| 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 | $151,148,000 | 41 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,161,538,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| 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 | $5,412,258,000 | 79 |
| Managed Assets ($) | $4,546,814,000 | 62 |
| Personal trust and agency accounts, managed assets | $1,895,415,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $56,112,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $305,785,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $396,443,000 | 32 |
| Corporate trust and agency accounts, managed assets | $11,230,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $1,112,011,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $769,818,000 | 18 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $865,444,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $225,532,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $348,776,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $83,100,000 | 85 |
| Other retirement accounts, non-managed assets | $32,979,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $30,112,000 | 86 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $144,945,000 | 41 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,812,936,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| 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 | $5,072,079,000 | 83 |
| Managed Assets ($) | $4,280,680,000 | 65 |
| Personal trust and agency accounts, managed assets | $1,800,929,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $61,341,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $296,892,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $379,970,000 | 34 |
| Corporate trust and agency accounts, managed assets | $11,490,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $1,062,898,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $667,160,000 | 22 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $791,399,000 | 120 |
| Personal trust and agency accounts, non-managed assets | $149,915,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $349,978,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $80,264,000 | 90 |
| Other retirement accounts, non-managed assets | $31,642,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $30,016,000 | 90 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $149,584,000 | 43 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,834,165,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
| 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 | $4,196,408,000 | 90 |
| Managed Assets ($) | $3,434,559,000 | 73 |
| Personal trust and agency accounts, managed assets | $1,795,741,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $64,475,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $213,298,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $188,103,000 | 52 |
| Corporate trust and agency accounts, managed assets | $11,650,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $677,546,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $483,746,000 | 26 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $761,849,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $189,537,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $348,589,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $80,133,000 | 92 |
| Other retirement accounts, non-managed assets | $5,544,000 | 368 |
| Corporate trust and agency accounts, non-managed assets | $29,514,000 | 105 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $108,532,000 | 43 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,366,892,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| 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 | $3,922,479,000 | 90 |
| Managed Assets ($) | $3,108,725,000 | 73 |
| Personal trust and agency accounts, managed assets | $1,756,677,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $60,725,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $206,456,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $168,320,000 | 56 |
| Corporate trust and agency accounts, managed assets | $11,000,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $491,944,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $413,603,000 | 27 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $813,754,000 | 120 |
| Personal trust and agency accounts, non-managed assets | $214,784,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $329,921,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $75,703,000 | 89 |
| Other retirement accounts, non-managed assets | $88,528,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $22,745,000 | 96 |
| 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 | $82,073,000 | 49 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,417,850,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| 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 | $3,799,397,000 | 93 |
| Managed Assets ($) | $2,969,268,000 | 73 |
| Personal trust and agency accounts, managed assets | $1,721,452,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $61,616,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $205,794,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $159,899,000 | 58 |
| Corporate trust and agency accounts, managed assets | $11,000,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $379,187,000 | 105 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $430,320,000 | 27 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $830,129,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $194,015,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $360,101,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $76,597,000 | 87 |
| Other retirement accounts, non-managed assets | $98,483,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $19,265,000 | 95 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $81,668,000 | 48 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,444,068,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| 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 | $4,097,970,000 | 89 |
| Managed Assets ($) | $3,313,597,000 | 73 |
| Personal trust and agency accounts, managed assets | $1,835,187,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $63,794,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $196,607,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $160,064,000 | 57 |
| Corporate trust and agency accounts, managed assets | $13,500,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $502,627,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $541,818,000 | 25 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $784,373,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $147,780,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $370,699,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $74,787,000 | 94 |
| Other retirement accounts, non-managed assets | $99,002,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $28,171,000 | 95 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $63,934,000 | 53 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,969,734,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| 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 | $3,863,499,000 | 96 |
| Managed Assets ($) | $3,141,937,000 | 74 |
| Personal trust and agency accounts, managed assets | $1,826,485,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $73,014,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $184,710,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $158,318,000 | 59 |
| Corporate trust and agency accounts, managed assets | $11,400,000 | 75 |
| Investment management and investment advisory agency accounts, managed assets | $500,670,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $387,340,000 | 32 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $721,562,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $114,556,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $344,757,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $72,230,000 | 96 |
| Other retirement accounts, non-managed assets | $103,517,000 | 70 |
| Corporate trust and agency accounts, non-managed assets | $23,301,000 | 127 |
| 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 | $63,201,000 | 56 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $7,098,413,000 | 64 |
| 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 | $3,686,317,000 | 97 |
| Managed Assets ($) | $2,951,235,000 | 75 |
| Personal trust and agency accounts, managed assets | $1,722,043,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $70,378,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $179,105,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $131,349,000 | 66 |
| Corporate trust and agency accounts, managed assets | $8,631,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $450,338,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $389,391,000 | 31 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $735,082,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $170,199,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $324,352,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $67,883,000 | 99 |
| Other retirement accounts, non-managed assets | $98,881,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $12,647,000 | 117 |
| 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 | $61,120,000 | 59 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,850,163,000 | 62 |
| 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 | $3,668,207,000 | 98 |
| Managed Assets ($) | $2,920,285,000 | 76 |
| Personal trust and agency accounts, managed assets | $1,702,553,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $71,671,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $190,965,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $108,315,000 | 77 |
| Corporate trust and agency accounts, managed assets | $8,599,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $480,412,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $357,770,000 | 32 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $747,922,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $155,970,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $324,384,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $68,173,000 | 99 |
| Other retirement accounts, non-managed assets | $96,169,000 | 71 |
| Corporate trust and agency accounts, non-managed assets | $12,573,000 | 126 |
| 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 | $90,653,000 | 51 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,748,422,000 | 58 |
| 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 | $3,595,607,000 | 101 |
| Managed Assets ($) | $2,620,816,000 | 77 |
| Personal trust and agency accounts, managed assets | $1,833,254,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $67,197,000 | 119 |
| Employee benefit-defined benefit accounts, managed assets | $165,461,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $242,015,000 | 40 |
| Corporate trust and agency accounts, managed assets | $9,215,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $301,431,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,243,000 | 113 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $974,791,000 | 120 |
| Personal trust and agency accounts, non-managed assets | $181,601,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $308,659,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $343,570,000 | 59 |
| Other retirement accounts, non-managed assets | $127,339,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $13,622,000 | 125 |
| 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 | $6,329,220,000 | 59 |
| 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 | $3,676,733,000 | 100 |
| Managed Assets ($) | $2,474,295,000 | 84 |
| Personal trust and agency accounts, managed assets | $1,858,117,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $73,077,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $166,699,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $197,452,000 | 48 |
| Corporate trust and agency accounts, managed assets | $9,800,000 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $166,848,000 | 163 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,302,000 | 152 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,202,438,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $189,747,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $528,998,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $342,236,000 | 60 |
| Other retirement accounts, non-managed assets | $127,671,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $13,786,000 | 146 |
| 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 | $6,400,352,000 | 60 |
| 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 | $3,530,867,000 | 91 |
| Managed Assets ($) | $2,445,945,000 | 84 |
| Personal trust and agency accounts, managed assets | $1,804,327,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $149,374,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $121,401,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $136,063,000 | 68 |
| Corporate trust and agency accounts, managed assets | $16,000 | 317 |
| Investment management and investment advisory agency accounts, managed assets | $231,955,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,809,000 | 144 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,084,922,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $229,820,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $474,694,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $85,031,000 | 86 |
| Other retirement accounts, non-managed assets | $254,853,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $40,524,000 | 127 |
| 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 | $5,231,458,000 | 59 |
| 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 |
