| 2023-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,249,781,000 | 79 |
| Managed Assets ($) | $6,014,152,000 | 66 |
| Personal trust and agency accounts, managed assets | $718,527,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 407 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 271 |
| Other employee benefit and retirement-related accounts, managed assets | $499,252,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $4,556,015,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $240,358,000 | 82 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $495,095,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $3,235,629,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $964,275,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,931,465,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $609,000 | 124 |
| Other retirement accounts, non-managed assets | $71,475,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $266,720,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,085,000 | 167 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $700,212,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $71,475,000 | 70 |
| 2023-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,776,828,000 | 81 |
| Managed Assets ($) | $5,749,259,000 | 69 |
| Personal trust and agency accounts, managed assets | $652,830,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 280 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 208 |
| Other employee benefit and retirement-related accounts, managed assets | $463,275,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $4,422,168,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $210,986,000 | 93 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $459,531,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,027,569,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $954,642,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,752,960,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $572,000 | 105 |
| Other retirement accounts, non-managed assets | $69,778,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $248,648,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $969,000 | 146 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $666,397,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $69,778,000 | 59 |
| 2023-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,948,060,000 | 77 |
| Managed Assets ($) | $5,874,009,000 | 65 |
| Personal trust and agency accounts, managed assets | $630,041,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 326 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $438,937,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $4,592,580,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $212,451,000 | 91 |
| Other fiduciary accounts, managed assets | $0 | 152 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $435,092,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,074,051,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $954,160,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,796,167,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $587,000 | 109 |
| Other retirement accounts, non-managed assets | $68,506,000 | 71 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $253,606,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,025,000 | 159 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $690,172,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $68,506,000 | 67 |
| 2023-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,421,175,000 | 87 |
| Managed Assets ($) | $5,459,973,000 | 74 |
| Personal trust and agency accounts, managed assets | $602,699,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 244 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 170 |
| Other employee benefit and retirement-related accounts, managed assets | $428,213,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $4,223,913,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $205,148,000 | 96 |
| Other fiduciary accounts, managed assets | $0 | 106 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $424,482,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,961,202,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $955,503,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,712,737,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $569,000 | 109 |
| Other retirement accounts, non-managed assets | $64,315,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $227,092,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $986,000 | 116 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $677,750,000 | 113 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $64,314,000 | 63 |
| 2022-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,422,363,000 | 88 |
| Managed Assets ($) | $5,473,168,000 | 72 |
| Personal trust and agency accounts, managed assets | $596,455,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 385 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 236 |
| Other employee benefit and retirement-related accounts, managed assets | $410,849,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $4,269,920,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $195,944,000 | 99 |
| Other fiduciary accounts, managed assets | $0 | 208 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $407,045,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $1,949,195,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $34,179,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,624,191,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $543,000 | 132 |
| Other retirement accounts, non-managed assets | $66,448,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $222,912,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $922,000 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $658,633,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $66,448,000 | 73 |
| 2022-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,144,218,000 | 88 |
| Managed Assets ($) | $5,289,243,000 | 69 |
| Personal trust and agency accounts, managed assets | $579,099,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 260 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 180 |
| Other employee benefit and retirement-related accounts, managed assets | $382,189,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $4,143,126,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $184,829,000 | 99 |
| Other fiduciary accounts, managed assets | $0 | 103 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $378,662,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,854,975,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $30,908,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,544,068,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $528,000 | 116 |
| Other retirement accounts, non-managed assets | $66,390,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $212,214,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $867,000 | 123 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $623,816,000 | 115 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $66,390,000 | 62 |
| 2022-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,456,266,000 | 67 |
| Managed Assets ($) | $5,541,592,000 | 55 |
| Personal trust and agency accounts, managed assets | $586,968,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 284 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $403,427,000 | 67 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $4,354,895,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $196,302,000 | 84 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $399,701,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,914,674,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $18,441,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,608,422,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $554,000 | 108 |
| Other retirement accounts, non-managed assets | $64,348,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $222,012,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $897,000 | 123 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $647,890,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $64,348,000 | 64 |
| 2022-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,859,935,000 | 70 |
| Managed Assets ($) | $5,692,683,000 | 58 |
| Personal trust and agency accounts, managed assets | $591,646,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 250 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $439,644,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $4,456,631,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $204,762,000 | 86 |
| Other fiduciary accounts, managed assets | $0 | 100 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $434,991,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,167,252,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $20,230,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,830,382,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $618,000 | 104 |
| Other retirement accounts, non-managed assets | $273,922,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $41,049,000 | 52 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,051,000 | 106 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $682,656,000 | 105 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $67,669,000 | 60 |
| 2021-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,862,180,000 | 70 |
| Managed Assets ($) | $5,689,599,000 | 57 |
| Personal trust and agency accounts, managed assets | $594,984,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 387 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 237 |
| Other employee benefit and retirement-related accounts, managed assets | $460,809,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $4,420,866,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $212,940,000 | 85 |
| Other fiduciary accounts, managed assets | $0 | 216 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $455,383,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $2,172,581,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $21,963,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,836,625,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $659,000 | 126 |
| Other retirement accounts, non-managed assets | $272,293,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $39,920,000 | 67 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,121,000 | 128 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $688,386,000 | 115 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $58,056,000 | 82 |
| 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 | $7,081,522,000 | 73 |
| Managed Assets ($) | $4,976,762,000 | 64 |
| Personal trust and agency accounts, managed assets | $533,728,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 249 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $437,957,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $3,803,085,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $201,992,000 | 82 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $433,016,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,104,760,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $19,999,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,816,287,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $643,000 | 107 |
| Other retirement accounts, non-managed assets | $264,967,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $1,825,000 | 151 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,039,000 | 100 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $670,525,000 | 107 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $55,331,000 | 70 |
| 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 | $7,018,815,000 | 72 |
| Managed Assets ($) | $4,930,457,000 | 65 |
| Personal trust and agency accounts, managed assets | $527,197,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 291 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $402,309,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $3,795,461,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $205,490,000 | 83 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $397,392,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,088,358,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $19,652,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,796,063,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $646,000 | 114 |
| Other retirement accounts, non-managed assets | $268,881,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $2,092,000 | 169 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,024,000 | 108 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $658,596,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $54,351,000 | 78 |
| 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 | $6,732,783,000 | 73 |
| Managed Assets ($) | $4,756,234,000 | 65 |
| Personal trust and agency accounts, managed assets | $544,329,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 256 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $386,017,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $3,636,434,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $189,454,000 | 83 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $381,252,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,976,549,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $19,146,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,691,813,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $614,000 | 107 |
| Other retirement accounts, non-managed assets | $261,655,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $2,323,000 | 141 |
| Foundation and endowment trust and agency accounts, non-managed assets | $998,000 | 99 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $643,064,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $53,851,000 | 73 |
| 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 | $6,582,229,000 | 74 |
| Managed Assets ($) | $4,690,430,000 | 68 |
| Personal trust and agency accounts, managed assets | $503,992,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 398 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 245 |
| Other employee benefit and retirement-related accounts, managed assets | $377,161,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $3,623,180,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $186,097,000 | 82 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $372,264,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $1,891,799,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $22,212,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,626,569,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $607,000 | 132 |
| Other retirement accounts, non-managed assets | $239,482,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $1,973,000 | 230 |
| Foundation and endowment trust and agency accounts, non-managed assets | $956,000 | 133 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $561,797,000 | 118 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,936,000 | 105 |
| 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 | $5,944,027,000 | 74 |
| Managed Assets ($) | $4,381,581,000 | 67 |
| Personal trust and agency accounts, managed assets | $466,457,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 256 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $348,553,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $3,399,274,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $167,297,000 | 80 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $344,153,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,562,446,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $27,408,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,489,118,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $561,000 | 113 |
| Other retirement accounts, non-managed assets | $42,075,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $3,284,000 | 131 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $546,860,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,075,000 | 87 |
| 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 | $5,601,485,000 | 73 |
| Managed Assets ($) | $4,131,851,000 | 67 |
| Personal trust and agency accounts, managed assets | $456,618,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 291 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $328,435,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $3,186,806,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $159,992,000 | 80 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $324,401,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,469,634,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $20,976,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,403,147,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $513,000 | 122 |
| Other retirement accounts, non-managed assets | $42,025,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $2,973,000 | 156 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $530,683,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,025,000 | 89 |
| 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 | $5,137,834,000 | 76 |
| Managed Assets ($) | $3,871,916,000 | 62 |
| Personal trust and agency accounts, managed assets | $388,105,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 257 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 179 |
| Other employee benefit and retirement-related accounts, managed assets | $296,000,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $3,008,377,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $143,279,000 | 80 |
| Other fiduciary accounts, managed assets | $36,155,000 | 29 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $292,457,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,265,918,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $20,102,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,200,355,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $456,000 | 114 |
| Other retirement accounts, non-managed assets | $41,460,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $2,551,000 | 136 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
| Other fiduciary accounts, non-managed assets | $994,000 | 58 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $512,687,000 | 107 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $41,460,000 | 84 |
| 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 | $5,578,901,000 | 74 |
| Managed Assets ($) | $4,070,484,000 | 67 |
| Personal trust and agency accounts, managed assets | $356,705,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 410 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $333,002,000 | 76 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $3,186,804,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $156,819,000 | 82 |
| Other fiduciary accounts, managed assets | $37,154,000 | 32 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $328,455,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $1,508,417,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $9,618,000 | 251 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,455,142,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $500,000 | 140 |
| Other retirement accounts, non-managed assets | $39,035,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $3,173,000 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
| Other fiduciary accounts, non-managed assets | $949,000 | 75 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $562,616,000 | 119 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $39,035,000 | 112 |
| 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 | $5,396,767,000 | 76 |
| Managed Assets ($) | $3,993,032,000 | 65 |
| Personal trust and agency accounts, managed assets | $345,970,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 259 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $319,654,000 | 75 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $3,140,441,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $156,896,000 | 83 |
| Other fiduciary accounts, managed assets | $30,071,000 | 31 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $315,436,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,403,735,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $142,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,355,752,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,387,000 | 102 |
| Other retirement accounts, non-managed assets | $39,409,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $3,098,000 | 134 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
| Other fiduciary accounts, non-managed assets | $947,000 | 57 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $538,955,000 | 110 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $39,409,000 | 92 |
| 2019-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,323,539,000 | 76 |
| Managed Assets ($) | $3,906,923,000 | 64 |
| Personal trust and agency accounts, managed assets | $371,685,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 283 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 196 |
| Other employee benefit and retirement-related accounts, managed assets | $306,688,000 | 76 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $3,054,773,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $144,113,000 | 87 |
| Other fiduciary accounts, managed assets | $29,664,000 | 35 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $302,565,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,416,616,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $396,000 | 286 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,369,500,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,387,000 | 106 |
| Other retirement accounts, non-managed assets | $38,526,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $2,861,000 | 151 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
| Other fiduciary accounts, non-managed assets | $946,000 | 59 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $556,364,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,526,000 | 99 |
| 2019-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,164,326,000 | 77 |
| Managed Assets ($) | $3,794,727,000 | 66 |
| Personal trust and agency accounts, managed assets | $421,170,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 282 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $300,811,000 | 76 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $2,897,417,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $143,815,000 | 85 |
| Other fiduciary accounts, managed assets | $31,514,000 | 35 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $296,656,000 | 70 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,369,599,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $143,000 | 291 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,316,769,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,331,000 | 106 |
| Other retirement accounts, non-managed assets | $45,099,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $2,328,000 | 158 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $929,000 | 65 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $522,508,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $45,099,000 | 86 |
| 2018-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,855,702,000 | 78 |
| Managed Assets ($) | $3,627,974,000 | 64 |
| Personal trust and agency accounts, managed assets | $410,794,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 422 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 267 |
| Other employee benefit and retirement-related accounts, managed assets | $281,890,000 | 75 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $2,776,795,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $125,462,000 | 88 |
| Other fiduciary accounts, managed assets | $33,033,000 | 34 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $277,983,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $1,227,728,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $143,000 | 579 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,183,175,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,056,000 | 116 |
| Other retirement accounts, non-managed assets | $37,141,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $2,316,000 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
| Other fiduciary accounts, non-managed assets | $897,000 | 81 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $499,205,000 | 119 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,141,000 | 105 |
| 2018-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,956,298,000 | 82 |
| Managed Assets ($) | $3,638,664,000 | 69 |
| Personal trust and agency accounts, managed assets | $418,098,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 287 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 200 |
| Other employee benefit and retirement-related accounts, managed assets | $304,727,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $2,763,572,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $120,668,000 | 92 |
| Other fiduciary accounts, managed assets | $31,599,000 | 36 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $300,171,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,317,634,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $130,000 | 293 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,271,431,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,466,000 | 107 |
| Other retirement accounts, non-managed assets | $38,137,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $2,452,000 | 157 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $1,018,000 | 60 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $525,482,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,137,000 | 98 |
| 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 | $4,718,224,000 | 83 |
| Managed Assets ($) | $3,450,243,000 | 69 |
| Personal trust and agency accounts, managed assets | $419,160,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 290 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $288,453,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $2,594,655,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $117,572,000 | 95 |
| Other fiduciary accounts, managed assets | $30,403,000 | 36 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $284,176,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,267,981,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $130,000 | 294 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,221,619,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,415,000 | 108 |
| Other retirement accounts, non-managed assets | $38,104,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $2,700,000 | 152 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $1,013,000 | 64 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $518,909,000 | 112 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,104,000 | 100 |
| 2018-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,587,751,000 | 86 |
| Managed Assets ($) | $3,344,535,000 | 70 |
| Personal trust and agency accounts, managed assets | $411,790,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 292 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 204 |
| Other employee benefit and retirement-related accounts, managed assets | $283,387,000 | 75 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $2,515,386,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $103,761,000 | 99 |
| Other fiduciary accounts, managed assets | $30,211,000 | 36 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $279,221,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,243,216,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $130,000 | 300 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,194,683,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,395,000 | 107 |
| Other retirement accounts, non-managed assets | $37,366,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $5,624,000 | 128 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $1,018,000 | 62 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $498,897,000 | 112 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,366,000 | 100 |
| 2017-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,567,769,000 | 86 |
| Managed Assets ($) | $3,327,952,000 | 70 |
| Personal trust and agency accounts, managed assets | $411,599,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 439 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 275 |
| Other employee benefit and retirement-related accounts, managed assets | $279,246,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $2,501,082,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $106,364,000 | 100 |
| Other fiduciary accounts, managed assets | $29,661,000 | 38 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $274,824,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $1,239,817,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $130,000 | 611 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,194,987,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,513,000 | 119 |
| Other retirement accounts, non-managed assets | $32,799,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $6,411,000 | 157 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
| Other fiduciary accounts, non-managed assets | $977,000 | 83 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $207,462,000 | 158 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,799,000 | 122 |
| 2017-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,411,306,000 | 85 |
| Managed Assets ($) | $3,223,690,000 | 71 |
| Personal trust and agency accounts, managed assets | $424,719,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 290 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 206 |
| Other employee benefit and retirement-related accounts, managed assets | $268,932,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $2,400,770,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $99,662,000 | 101 |
| Other fiduciary accounts, managed assets | $29,607,000 | 34 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $268,932,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,187,616,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $118,000 | 299 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,142,996,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,460,000 | 105 |
| Other retirement accounts, non-managed assets | $32,198,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $6,256,000 | 123 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $1,588,000 | 66 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $796,117,000 | 90 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,198,000 | 105 |
| 2017-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,306,947,000 | 84 |
| Managed Assets ($) | $3,168,856,000 | 70 |
| Personal trust and agency accounts, managed assets | $434,680,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $253,473,000 | 75 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $2,353,795,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $97,950,000 | 102 |
| Other fiduciary accounts, managed assets | $28,958,000 | 35 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $249,500,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,138,091,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $118,000 | 302 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,094,257,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,256,000 | 105 |
| Other retirement accounts, non-managed assets | $31,400,000 | 98 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $6,062,000 | 126 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $1,998,000 | 64 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $994,777,000 | 89 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,400,000 | 108 |
| 2017-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,170,097,000 | 87 |
| Managed Assets ($) | $3,039,975,000 | 70 |
| Personal trust and agency accounts, managed assets | $434,458,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,855,000 | 241 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 207 |
| Other employee benefit and retirement-related accounts, managed assets | $247,965,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $2,238,740,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $83,741,000 | 110 |
| Other fiduciary accounts, managed assets | $31,216,000 | 33 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $247,965,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,130,122,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $179,000 | 302 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,091,050,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $30,448,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $5,833,000 | 123 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $2,612,000 | 68 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $950,441,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,448,000 | 106 |
| 2016-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,536,258,000 | 78 |
| Managed Assets ($) | $2,880,510,000 | 69 |
| Personal trust and agency accounts, managed assets | $430,082,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,840,000 | 317 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 280 |
| Other employee benefit and retirement-related accounts, managed assets | $239,819,000 | 75 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $2,206,769,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $239,819,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $1,655,748,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $761,000 | 503 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,152,038,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $433,566,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $66,517,000 | 50 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
| Other fiduciary accounts, non-managed assets | $2,866,000 | 76 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $374,031,000 | 130 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $433,566,000 | 26 |
| 2016-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,395,197,000 | 77 |
| Managed Assets ($) | $2,922,149,000 | 68 |
| Personal trust and agency accounts, managed assets | $431,010,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,698,000 | 244 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
| Other employee benefit and retirement-related accounts, managed assets | $237,457,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $2,249,984,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 299 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $237,457,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,473,048,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $106,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,015,372,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 137 |
| Other retirement accounts, non-managed assets | $396,084,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $58,565,000 | 50 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 153 |
| Other fiduciary accounts, non-managed assets | $2,921,000 | 63 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $373,661,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $396,084,000 | 24 |
| 2016-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,205,332,000 | 79 |
| Managed Assets ($) | $2,848,872,000 | 69 |
| Personal trust and agency accounts, managed assets | $406,321,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,534,000 | 248 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $226,380,000 | 75 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $2,212,637,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 301 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $226,380,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,356,460,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $107,000 | 314 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $986,053,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 138 |
| Other retirement accounts, non-managed assets | $347,258,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $20,198,000 | 79 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
| Other fiduciary accounts, non-managed assets | $2,844,000 | 63 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $378,493,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $347,258,000 | 25 |
| 2016-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,083,978,000 | 79 |
| Managed Assets ($) | $2,803,160,000 | 69 |
| Personal trust and agency accounts, managed assets | $390,474,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,442,000 | 249 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $221,068,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $2,188,176,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 299 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $221,068,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,280,818,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $107,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $947,818,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 136 |
| Other retirement accounts, non-managed assets | $325,176,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $4,821,000 | 128 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $2,896,000 | 60 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $378,919,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $325,176,000 | 26 |
| 2015-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,898,446,000 | 85 |
| Managed Assets ($) | $2,632,593,000 | 70 |
| Personal trust and agency accounts, managed assets | $390,815,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,615,000 | 333 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 298 |
| Other employee benefit and retirement-related accounts, managed assets | $220,823,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $2,017,340,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $220,823,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $1,265,853,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $107,000 | 656 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $969,747,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 174 |
| Other retirement accounts, non-managed assets | $287,969,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $5,349,000 | 172 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $2,681,000 | 72 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $359,403,000 | 128 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $287,969,000 | 30 |
| 2015-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,808,415,000 | 83 |
| Managed Assets ($) | $2,580,307,000 | 73 |
| Personal trust and agency accounts, managed assets | $376,200,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,409,000 | 250 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $217,771,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,982,927,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 296 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $217,771,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,228,108,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $178,000 | 306 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $948,742,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $271,060,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $5,461,000 | 120 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $2,667,000 | 59 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $362,230,000 | 124 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $271,060,000 | 31 |
| 2015-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,798,221,000 | 86 |
| Managed Assets ($) | $2,525,118,000 | 77 |
| Personal trust and agency accounts, managed assets | $374,715,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,714,000 | 253 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $219,440,000 | 75 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $1,927,249,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 295 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $219,440,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,273,103,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $179,000 | 308 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,005,935,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $257,923,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $6,425,000 | 116 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $2,641,000 | 61 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $368,797,000 | 128 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $257,923,000 | 32 |
| 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 | $3,728,629,000 | 88 |
| Managed Assets ($) | $2,463,577,000 | 78 |
| Personal trust and agency accounts, managed assets | $376,365,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,734,000 | 252 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $217,349,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $1,866,129,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 292 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $217,349,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,265,052,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $179,000 | 309 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,016,373,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 139 |
| Other retirement accounts, non-managed assets | $238,792,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $7,093,000 | 115 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $2,615,000 | 65 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $372,757,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $238,792,000 | 35 |
| 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 | $3,798,163,000 | 85 |
| Managed Assets ($) | $2,370,587,000 | 77 |
| Personal trust and agency accounts, managed assets | $373,335,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,832,000 | 339 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 307 |
| Other employee benefit and retirement-related accounts, managed assets | $218,507,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $1,774,913,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $218,507,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $1,427,576,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $179,367,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,032,861,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 180 |
| Other retirement accounts, non-managed assets | $206,177,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $6,664,000 | 150 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $2,507,000 | 82 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $362,999,000 | 138 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $206,177,000 | 41 |
| 2014-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,582,211,000 | 87 |
| Managed Assets ($) | $2,361,874,000 | 78 |
| Personal trust and agency accounts, managed assets | $376,220,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,692,000 | 252 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 224 |
| Other employee benefit and retirement-related accounts, managed assets | $214,996,000 | 69 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,766,966,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 293 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $214,996,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,220,337,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $190,000 | 307 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,023,609,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $186,934,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $6,685,000 | 109 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $2,919,000 | 64 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $360,775,000 | 131 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $186,934,000 | 40 |
| 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 | $3,519,248,000 | 87 |
| Managed Assets ($) | $2,316,414,000 | 80 |
| Personal trust and agency accounts, managed assets | $371,881,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,731,000 | 256 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 225 |
| Other employee benefit and retirement-related accounts, managed assets | $206,479,000 | 69 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,734,323,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $206,479,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,202,834,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $586,000 | 296 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,018,908,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $171,458,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $8,957,000 | 105 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $2,925,000 | 64 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $351,980,000 | 131 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $171,458,000 | 42 |
| 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 | $3,369,364,000 | 88 |
| Managed Assets ($) | $2,200,178,000 | 82 |
| Personal trust and agency accounts, managed assets | $368,075,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,573,000 | 260 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $202,313,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,626,217,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 290 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $202,313,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,169,186,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $191,000 | 313 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $997,362,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 144 |
| Other retirement accounts, non-managed assets | $159,531,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $8,815,000 | 106 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $3,287,000 | 61 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $400,877,000 | 117 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $159,531,000 | 46 |
| 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 | $3,261,118,000 | 90 |
| Managed Assets ($) | $2,144,175,000 | 84 |
| Personal trust and agency accounts, managed assets | $359,689,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,685,000 | 341 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 318 |
| Other employee benefit and retirement-related accounts, managed assets | $212,692,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $1,568,109,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 488 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $212,692,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $1,116,943,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $214,000 | 679 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $959,361,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 186 |
| Other retirement accounts, non-managed assets | $145,725,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $8,514,000 | 134 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $3,129,000 | 69 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $385,725,000 | 128 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $145,725,000 | 50 |
| 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 | $3,057,259,000 | 90 |
| Managed Assets ($) | $2,014,659,000 | 85 |
| Personal trust and agency accounts, managed assets | $329,151,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $9,548,000 | 200 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $205,123,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $1,470,837,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $205,123,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,042,600,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $160,000 | 308 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $896,726,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $133,499,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $8,566,000 | 99 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $3,649,000 | 55 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $403,796,000 | 117 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $133,499,000 | 50 |
| 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 | $2,974,802,000 | 90 |
| Managed Assets ($) | $1,974,876,000 | 83 |
| Personal trust and agency accounts, managed assets | $312,229,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $8,862,000 | 202 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $190,213,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $1,463,572,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $190,213,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $999,926,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $161,000 | 313 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $867,915,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $119,704,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $8,508,000 | 100 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $3,638,000 | 54 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $360,318,000 | 124 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $119,704,000 | 53 |
| 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 | $2,902,553,000 | 89 |
| Managed Assets ($) | $1,995,455,000 | 83 |
| Personal trust and agency accounts, managed assets | $305,971,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $17,469,000 | 173 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $192,090,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $1,479,925,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $192,090,000 | 55 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $907,098,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $161,000 | 315 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $773,060,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $121,515,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $8,803,000 | 95 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $3,559,000 | 53 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $363,919,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $112,254,000 | 52 |
| 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 | $2,615,433,000 | 96 |
| Managed Assets ($) | $1,774,905,000 | 89 |
| Personal trust and agency accounts, managed assets | $299,747,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $16,673,000 | 192 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
| Other employee benefit and retirement-related accounts, managed assets | $188,452,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $1,270,033,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 479 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $188,452,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $840,528,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $161,000 | 724 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $724,683,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
| Other retirement accounts, non-managed assets | $103,686,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $8,756,000 | 131 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $3,242,000 | 70 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $368,167,000 | 130 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $95,188,000 | 54 |
| 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 | $2,574,699,000 | 95 |
| Managed Assets ($) | $1,729,193,000 | 89 |
| Personal trust and agency accounts, managed assets | $290,494,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 293 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 212 |
| Other employee benefit and retirement-related accounts, managed assets | $214,330,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,224,369,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $197,934,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $845,506,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $219,000 | 295 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $727,466,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $105,798,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $8,898,000 | 98 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $3,125,000 | 55 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $362,515,000 | 124 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $90,760,000 | 52 |
| 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 | $2,439,075,000 | 98 |
| Managed Assets ($) | $1,556,060,000 | 93 |
| Personal trust and agency accounts, managed assets | $289,492,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
| Other employee benefit and retirement-related accounts, managed assets | $205,552,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $1,061,016,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $189,965,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $883,015,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $219,000 | 298 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $695,892,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $175,282,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $8,522,000 | 94 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $3,100,000 | 55 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $355,472,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $145,415,000 | 41 |
| 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 | $2,407,741,000 | 99 |
| Managed Assets ($) | $1,495,521,000 | 97 |
| Personal trust and agency accounts, managed assets | $288,987,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $12,436,000 | 193 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 213 |
| Other employee benefit and retirement-related accounts, managed assets | $194,133,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $999,965,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $190,960,000 | 52 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $912,220,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $219,000 | 297 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $732,731,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,246,000 | 113 |
| Other retirement accounts, non-managed assets | $163,529,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $8,323,000 | 96 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $3,172,000 | 58 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $346,528,000 | 125 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $156,400,000 | 40 |
| 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 | $2,270,566,000 | 98 |
| Managed Assets ($) | $1,439,376,000 | 96 |
| Personal trust and agency accounts, managed assets | $280,649,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $13,805,000 | 208 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
| Other employee benefit and retirement-related accounts, managed assets | $176,749,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $968,173,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 471 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $173,752,000 | 52 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $831,190,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $219,000 | 696 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $667,586,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,871,000 | 135 |
| Other retirement accounts, non-managed assets | $147,223,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $9,241,000 | 123 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $3,050,000 | 75 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $324,553,000 | 138 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $129,093,000 | 41 |
| 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 | $2,134,069,000 | 102 |
| Managed Assets ($) | $1,346,690,000 | 101 |
| Personal trust and agency accounts, managed assets | $273,786,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $13,029,000 | 184 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $164,920,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $894,955,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $162,185,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $787,379,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $204,000 | 304 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $624,469,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,723,000 | 115 |
| Other retirement accounts, non-managed assets | $147,973,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $7,946,000 | 83 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $3,064,000 | 56 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $304,761,000 | 130 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $119,771,000 | 41 |
| 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 | $2,255,862,000 | 101 |
| Managed Assets ($) | $1,383,869,000 | 102 |
| Personal trust and agency accounts, managed assets | $335,482,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $14,034,000 | 185 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 223 |
| Other employee benefit and retirement-related accounts, managed assets | $171,132,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $863,221,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 261 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $167,910,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $871,993,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $204,000 | 309 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $704,062,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,181,000 | 116 |
| Other retirement accounts, non-managed assets | $151,856,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $8,462,000 | 80 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $3,228,000 | 59 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $318,912,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $118,326,000 | 42 |
| 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 | $2,190,929,000 | 100 |
| Managed Assets ($) | $1,314,365,000 | 101 |
| Personal trust and agency accounts, managed assets | $291,437,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $13,743,000 | 188 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
| Other employee benefit and retirement-related accounts, managed assets | $167,049,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $842,136,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $163,781,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $876,564,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $212,000 | 310 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $711,537,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,257,000 | 115 |
| Other retirement accounts, non-managed assets | $147,018,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $10,704,000 | 71 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $2,836,000 | 59 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $322,506,000 | 131 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $114,647,000 | 42 |
| 2010-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,184,854,000 | 99 |
| Managed Assets ($) | $1,275,521,000 | 104 |
| Personal trust and agency accounts, managed assets | $288,877,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $10,937,000 | 248 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 356 |
| Other employee benefit and retirement-related accounts, managed assets | $153,595,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $822,112,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $150,456,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $909,333,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $346,000 | 680 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $776,665,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,119,000 | 139 |
| Other retirement accounts, non-managed assets | $114,626,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $10,923,000 | 96 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $2,654,000 | 80 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $312,288,000 | 143 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $83,367,000 | 54 |
| 2010-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,101,792,000 | 101 |
| Managed Assets ($) | $1,227,439,000 | 102 |
| Personal trust and agency accounts, managed assets | $280,687,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $10,945,000 | 198 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 231 |
| Other employee benefit and retirement-related accounts, managed assets | $141,490,000 | 67 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $794,317,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $138,609,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $874,353,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $774,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $749,997,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,990,000 | 119 |
| Other retirement accounts, non-managed assets | $106,858,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $10,343,000 | 71 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $2,391,000 | 59 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $304,923,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $76,791,000 | 50 |
| 2010-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,989,431,000 | 103 |
| Managed Assets ($) | $1,174,989,000 | 99 |
| Personal trust and agency accounts, managed assets | $279,234,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $5,748,000 | 220 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 229 |
| Other employee benefit and retirement-related accounts, managed assets | $131,060,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $758,947,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $128,445,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $814,442,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $962,000 | 277 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $693,348,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,799,000 | 121 |
| Other retirement accounts, non-managed assets | $103,650,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $10,499,000 | 66 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $2,184,000 | 61 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $277,923,000 | 139 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $73,089,000 | 49 |
| 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 | $1,980,530,000 | 109 |
| Managed Assets ($) | $1,175,465,000 | 102 |
| Personal trust and agency accounts, managed assets | $287,237,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $5,833,000 | 223 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
| Other employee benefit and retirement-related accounts, managed assets | $129,619,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $752,776,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 259 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $129,619,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $805,065,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $985,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $730,021,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,043,000 | 118 |
| Other retirement accounts, non-managed assets | $56,579,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $11,157,000 | 64 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $2,280,000 | 66 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $277,734,000 | 142 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,278,000 | 112 |
| 2009-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,840,741,000 | 110 |
| Managed Assets ($) | $1,085,470,000 | 106 |
| Personal trust and agency accounts, managed assets | $255,001,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $5,453,000 | 326 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 372 |
| Other employee benefit and retirement-related accounts, managed assets | $126,632,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $698,384,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 453 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $126,632,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $755,271,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $958,000 | 591 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $686,668,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,972,000 | 141 |
| Other retirement accounts, non-managed assets | $51,296,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $9,686,000 | 89 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $2,691,000 | 83 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $254,451,000 | 155 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,815,000 | 174 |
| 2009-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,778,031,000 | 114 |
| Managed Assets ($) | $1,082,615,000 | 109 |
| Personal trust and agency accounts, managed assets | $363,627,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $5,119,000 | 224 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $121,290,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $592,579,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $695,416,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $14,415,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $669,462,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $11,539,000 | 147 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $259,687,000 | 147 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,657,857,000 | 114 |
| Managed Assets ($) | $1,024,902,000 | 110 |
| Personal trust and agency accounts, managed assets | $350,677,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,808,000 | 230 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 225 |
| Other employee benefit and retirement-related accounts, managed assets | $108,833,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $560,584,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $632,955,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $13,319,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $608,706,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $10,930,000 | 155 |
| Corporate trust and agency accounts, non-managed assets | $0 | 161 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $236,103,000 | 154 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,547,148,000 | 113 |
| Managed Assets ($) | $978,394,000 | 107 |
| Personal trust and agency accounts, managed assets | $339,240,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,274,000 | 232 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 226 |
| Other employee benefit and retirement-related accounts, managed assets | $97,941,000 | 76 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $536,939,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $568,754,000 | 107 |
| Personal trust and agency accounts, non-managed assets | $12,372,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $544,759,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $11,623,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $0 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $222,034,000 | 159 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,590,673,000 | 118 |
| Managed Assets ($) | $1,007,414,000 | 111 |
| Personal trust and agency accounts, managed assets | $345,122,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,295,000 | 351 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 370 |
| Other employee benefit and retirement-related accounts, managed assets | $101,781,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $556,216,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $583,259,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $13,347,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $557,861,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $12,051,000 | 217 |
| Corporate trust and agency accounts, non-managed assets | $0 | 351 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $227,461,000 | 165 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,700,977,000 | 119 |
| Managed Assets ($) | $1,044,313,000 | 113 |
| Personal trust and agency accounts, managed assets | $367,081,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,564,000 | 244 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
| Other employee benefit and retirement-related accounts, managed assets | $111,052,000 | 78 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $561,616,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $656,664,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $12,886,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $631,149,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $12,629,000 | 162 |
| Corporate trust and agency accounts, non-managed assets | $0 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $252,579,000 | 161 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,778,091,000 | 120 |
| Managed Assets ($) | $1,070,411,000 | 115 |
| Personal trust and agency accounts, managed assets | $371,564,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $5,071,000 | 244 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 240 |
| Other employee benefit and retirement-related accounts, managed assets | $113,181,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $580,595,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $707,680,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $12,795,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $683,230,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $11,655,000 | 171 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $266,689,000 | 158 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,749,441,000 | 125 |
| Managed Assets ($) | $1,054,188,000 | 122 |
| Personal trust and agency accounts, managed assets | $376,615,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,939,000 | 247 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 239 |
| Other employee benefit and retirement-related accounts, managed assets | $112,084,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $560,550,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $695,253,000 | 119 |
| Personal trust and agency accounts, non-managed assets | $12,610,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $673,007,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $9,636,000 | 179 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $270,448,000 | 157 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,844,219,000 | 124 |
| Managed Assets ($) | $1,121,784,000 | 120 |
| Personal trust and agency accounts, managed assets | $377,660,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,925,000 | 384 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 395 |
| Other employee benefit and retirement-related accounts, managed assets | $115,941,000 | 78 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $623,258,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $722,435,000 | 116 |
| Personal trust and agency accounts, non-managed assets | $10,980,000 | 298 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $702,521,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $8,934,000 | 292 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $302,962,000 | 157 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,832,403,000 | 125 |
| Managed Assets ($) | $1,111,570,000 | 121 |
| Personal trust and agency accounts, managed assets | $371,262,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,845,000 | 256 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
| Other employee benefit and retirement-related accounts, managed assets | $112,545,000 | 82 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $622,918,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $720,833,000 | 115 |
| Personal trust and agency accounts, non-managed assets | $11,105,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $700,620,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
| Other retirement accounts, non-managed assets | $9,108,000 | 177 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $311,050,000 | 149 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,768,437,000 | 131 |
| Managed Assets ($) | $1,062,620,000 | 133 |
| Personal trust and agency accounts, managed assets | $340,089,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 323 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $109,001,000 | 82 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $613,530,000 | 92 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $705,817,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $11,642,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $684,904,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $9,271,000 | 186 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $285,169,000 | 161 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,615,425,000 | 141 |
| Managed Assets ($) | $997,806,000 | 132 |
| Personal trust and agency accounts, managed assets | $279,167,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 324 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 244 |
| Other employee benefit and retirement-related accounts, managed assets | $103,717,000 | 80 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $614,922,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $617,619,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $10,634,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $598,802,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $8,183,000 | 193 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $299,663,000 | 159 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,545,090,000 | 139 |
| Managed Assets ($) | $969,715,000 | 133 |
| Personal trust and agency accounts, managed assets | $238,498,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 706 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 424 |
| Other employee benefit and retirement-related accounts, managed assets | $102,705,000 | 80 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $628,512,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $575,375,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $10,367,000 | 291 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $558,219,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $6,789,000 | 335 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $300,024,000 | 164 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,512,248,000 | 142 |
| Managed Assets ($) | $974,677,000 | 136 |
| Personal trust and agency accounts, managed assets | $229,898,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 320 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $101,970,000 | 81 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $642,809,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $537,571,000 | 131 |
| Personal trust and agency accounts, non-managed assets | $10,006,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $521,256,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $6,309,000 | 218 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $311,488,000 | 159 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,456,598,000 | 149 |
| Managed Assets ($) | $951,249,000 | 135 |
| Personal trust and agency accounts, managed assets | $219,462,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $26,000 | 323 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 248 |
| Other employee benefit and retirement-related accounts, managed assets | $94,915,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $636,846,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $505,349,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $3,848,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $495,190,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $6,311,000 | 222 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $302,572,000 | 161 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,783,040,000 | 133 |
| Managed Assets ($) | $971,722,000 | 135 |
| Personal trust and agency accounts, managed assets | $283,156,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $24,000 | 335 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 249 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $688,542,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $811,318,000 | 121 |
| Personal trust and agency accounts, non-managed assets | $315,272,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $496,046,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $0 | 333 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 405 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,702,641,000 | 135 |
| Managed Assets ($) | $963,783,000 | 133 |
| Personal trust and agency accounts, managed assets | $261,789,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $45,000 | 739 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 819 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $701,949,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $738,858,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $306,995,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $431,863,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $0 | 867 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 966 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,614,407,000 | 140 |
| Managed Assets ($) | $940,207,000 | 132 |
| Personal trust and agency accounts, managed assets | $256,026,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $43,000 | 324 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 246 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $684,138,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $674,200,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $301,187,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $373,013,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
| Other retirement accounts, non-managed assets | $0 | 324 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 396 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,573,352,000 | 135 |
| Managed Assets ($) | $926,744,000 | 129 |
| Personal trust and agency accounts, managed assets | $236,476,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $39,000 | 339 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 251 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 373 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $690,229,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $646,608,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $292,056,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $354,552,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $0 | 334 |
| Corporate trust and agency accounts, non-managed assets | $0 | 195 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 414 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,513,854,000 | 143 |
| Managed Assets ($) | $893,727,000 | 135 |
| Personal trust and agency accounts, managed assets | $223,432,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $37,000 | 339 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 253 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $670,258,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $620,127,000 | 131 |
| Personal trust and agency accounts, non-managed assets | $289,055,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $331,072,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 414 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,003,177,000 | 180 |
| Managed Assets ($) | $398,875,000 | 219 |
| Personal trust and agency accounts, managed assets | $222,686,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $36,000 | 744 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 442 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 797 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $176,153,000 | 179 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $604,302,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $289,321,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $314,981,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $0 | 862 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 996 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $953,742,000 | 180 |
| Managed Assets ($) | $386,545,000 | 217 |
| Personal trust and agency accounts, managed assets | $203,234,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $33,000 | 334 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 243 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $183,278,000 | 172 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $567,197,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $280,710,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $286,487,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $0 | 327 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 404 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $946,151,000 | 180 |
| Managed Assets ($) | $654,066,000 | 165 |
| Personal trust and agency accounts, managed assets | $197,967,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $270,120,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $185,979,000 | 167 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $292,085,000 | 165 |
| Personal trust and agency accounts, non-managed assets | $277,352,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $14,733,000 | 231 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $0 | 338 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 409 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $942,639,000 | 181 |
| Managed Assets ($) | $629,166,000 | 173 |
| Personal trust and agency accounts, managed assets | $200,943,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $253,173,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 363 |
| Corporate trust and agency accounts, managed assets | $175,050,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 380 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $313,473,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $8,804,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $28,859,000 | 195 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $275,810,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 416 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank |
| Fiduciary powers granted | $0 | 2,631 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Personal trust and agency accounts, managed assets | $0 | 1,694 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 794 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 448 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 809 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 932 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,404 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,035 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 727 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $0 | 879 |
| Corporate trust and agency accounts, non-managed assets | $0 | 431 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 1,022 |
| 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 | $0 | 2,649 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Personal trust and agency accounts, managed assets | $0 | 432 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 347 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 256 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 364 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 445 |
| Personal trust and agency accounts, non-managed assets | $0 | 370 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 350 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $0 | 350 |
| Corporate trust and agency accounts, non-managed assets | $0 | 201 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 430 |
| 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 | $0 | 2,665 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Personal trust and agency accounts, managed assets | $0 | 436 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 353 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 387 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 447 |
| Personal trust and agency accounts, non-managed assets | $0 | 377 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $0 | 349 |
| Corporate trust and agency accounts, non-managed assets | $0 | 205 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 431 |
| 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 | $0 | 2,686 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Personal trust and agency accounts, managed assets | $0 | 450 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 360 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 261 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 376 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 391 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 458 |
| Personal trust and agency accounts, non-managed assets | $0 | 390 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 359 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $0 | 354 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| 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 | $0 | 442 |
| 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 | $0 | 2,699 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Personal trust and agency accounts, managed assets | $0 | 1,748 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 832 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 476 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 820 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 941 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,452 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,066 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 762 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $0 | 883 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 1,046 |
| 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 | $0 | 2,623 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Personal trust and agency accounts, managed assets | $0 | 1,716 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 814 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 769 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 857 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,377 |
| Personal trust and agency accounts, non-managed assets | $0 | 992 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 725 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $0 | 833 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 969 |
| 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 |
