Home > Boston Private Bank & Trust Company > Total Fiduciary and Related Assets
Boston Private Bank & Trust Company, Total Fiduciary and Related Assets
| 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 | $1,442,702,000 | 184 |
| Managed Assets ($) | $1,362,324,000 | 159 |
| Personal trust and agency accounts, managed assets | $1,119,278,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,017,000 | 244 |
| Employee benefit-defined benefit accounts, managed assets | $477,000 | 184 |
| Other employee benefit and retirement-related accounts, managed assets | $50,540,000 | 267 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $184,936,000 | 238 |
| Foundation and endowment trust and agency accounts, managed assets | $4,076,000 | 292 |
| 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 | $33,216,000 | 288 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $80,378,000 | 263 |
| Personal trust and agency accounts, non-managed assets | $75,273,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 267 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $5,105,000 | 232 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $261,717,000 | 150 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,104,000 | 262 |
| 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 | $1,380,637,000 | 185 |
| Managed Assets ($) | $1,302,654,000 | 160 |
| Personal trust and agency accounts, managed assets | $1,086,961,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,886,000 | 216 |
| Employee benefit-defined benefit accounts, managed assets | $465,000 | 169 |
| Other employee benefit and retirement-related accounts, managed assets | $45,992,000 | 248 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $161,860,000 | 237 |
| Foundation and endowment trust and agency accounts, managed assets | $4,490,000 | 251 |
| 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 | $28,999,000 | 260 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $77,983,000 | 232 |
| Personal trust and agency accounts, non-managed assets | $73,027,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $4,956,000 | 208 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $245,934,000 | 145 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,956,000 | 231 |
| 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 | $1,369,482,000 | 183 |
| Managed Assets ($) | $1,302,316,000 | 159 |
| Personal trust and agency accounts, managed assets | $1,083,331,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,860,000 | 310 |
| Employee benefit-defined benefit accounts, managed assets | $433,000 | 231 |
| Other employee benefit and retirement-related accounts, managed assets | $47,010,000 | 277 |
| Corporate trust and agency accounts, managed assets | $173,000 | 117 |
| Investment management and investment advisory agency accounts, managed assets | $164,105,000 | 254 |
| Foundation and endowment trust and agency accounts, managed assets | $4,404,000 | 373 |
| 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 | $30,058,000 | 311 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $67,166,000 | 300 |
| Personal trust and agency accounts, non-managed assets | $64,272,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 365 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 148 |
| Other retirement accounts, non-managed assets | $2,894,000 | 401 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 352 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $243,212,000 | 157 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,894,000 | 462 |
| 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 | $1,347,976,000 | 177 |
| Managed Assets ($) | $1,292,638,000 | 146 |
| Personal trust and agency accounts, managed assets | $1,105,013,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,700,000 | 218 |
| Employee benefit-defined benefit accounts, managed assets | $402,000 | 173 |
| Other employee benefit and retirement-related accounts, managed assets | $44,305,000 | 241 |
| Corporate trust and agency accounts, managed assets | $173,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $135,934,000 | 240 |
| Foundation and endowment trust and agency accounts, managed assets | $4,111,000 | 250 |
| 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 | $27,353,000 | 256 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $55,338,000 | 246 |
| Personal trust and agency accounts, non-managed assets | $41,064,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 122 |
| Other retirement accounts, non-managed assets | $2,767,000 | 230 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 192 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,507,000 | 65 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $180,216,000 | 155 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,767,000 | 254 |
| 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 | $1,325,616,000 | 181 |
| Managed Assets ($) | $1,272,476,000 | 145 |
| Personal trust and agency accounts, managed assets | $1,100,710,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,887,000 | 241 |
| Employee benefit-defined benefit accounts, managed assets | $395,000 | 192 |
| Other employee benefit and retirement-related accounts, managed assets | $41,844,000 | 264 |
| Corporate trust and agency accounts, managed assets | $173,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $121,234,000 | 268 |
| Foundation and endowment trust and agency accounts, managed assets | $5,233,000 | 274 |
| 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 | $25,141,000 | 291 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $53,140,000 | 282 |
| Personal trust and agency accounts, non-managed assets | $38,949,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 264 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $2,684,000 | 257 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,507,000 | 66 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $166,690,000 | 171 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,684,000 | 285 |
| 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 | $1,261,356,000 | 174 |
| Managed Assets ($) | $1,212,315,000 | 145 |
| Personal trust and agency accounts, managed assets | $1,037,301,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,535,000 | 217 |
| Employee benefit-defined benefit accounts, managed assets | $365,000 | 175 |
| Other employee benefit and retirement-related accounts, managed assets | $39,059,000 | 242 |
| Corporate trust and agency accounts, managed assets | $173,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $126,913,000 | 237 |
| Foundation and endowment trust and agency accounts, managed assets | $5,969,000 | 242 |
| Other fiduciary accounts, managed assets | $0 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $22,037,000 | 259 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $49,041,000 | 249 |
| Personal trust and agency accounts, non-managed assets | $34,996,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $2,538,000 | 232 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,507,000 | 66 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $155,627,000 | 165 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,538,000 | 254 |
| 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 | $1,406,806,000 | 179 |
| Managed Assets ($) | $1,351,950,000 | 143 |
| Personal trust and agency accounts, managed assets | $1,158,844,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,808,000 | 267 |
| Employee benefit-defined benefit accounts, managed assets | $505,000 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $37,692,000 | 290 |
| Corporate trust and agency accounts, managed assets | $168,000 | 124 |
| Investment management and investment advisory agency accounts, managed assets | $141,899,000 | 262 |
| Foundation and endowment trust and agency accounts, managed assets | $7,034,000 | 329 |
| Other fiduciary accounts, managed assets | $0 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $20,665,000 | 349 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $54,856,000 | 317 |
| Personal trust and agency accounts, non-managed assets | $40,482,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 378 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $2,867,000 | 402 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 361 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,507,000 | 75 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $176,425,000 | 184 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,867,000 | 462 |
| 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 | $1,524,028,000 | 165 |
| Managed Assets ($) | $1,471,021,000 | 130 |
| Personal trust and agency accounts, managed assets | $1,288,750,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,041,000 | 200 |
| Employee benefit-defined benefit accounts, managed assets | $495,000 | 179 |
| Other employee benefit and retirement-related accounts, managed assets | $35,327,000 | 253 |
| Corporate trust and agency accounts, managed assets | $168,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $133,521,000 | 245 |
| Foundation and endowment trust and agency accounts, managed assets | $6,719,000 | 241 |
| 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 | $18,810,000 | 275 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $53,007,000 | 255 |
| Personal trust and agency accounts, non-managed assets | $38,555,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 241 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 124 |
| Other retirement accounts, non-managed assets | $2,945,000 | 236 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,507,000 | 70 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $180,540,000 | 161 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,945,000 | 255 |
| 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 | $1,476,086,000 | 168 |
| Managed Assets ($) | $1,423,838,000 | 132 |
| Personal trust and agency accounts, managed assets | $1,252,408,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,218,000 | 209 |
| Employee benefit-defined benefit accounts, managed assets | $508,000 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $30,745,000 | 281 |
| Corporate trust and agency accounts, managed assets | $168,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $127,175,000 | 266 |
| Foundation and endowment trust and agency accounts, managed assets | $6,616,000 | 259 |
| 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 | $14,333,000 | 310 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $52,248,000 | 278 |
| Personal trust and agency accounts, non-managed assets | $37,820,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 263 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 132 |
| Other retirement accounts, non-managed assets | $2,921,000 | 254 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,507,000 | 67 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $180,476,000 | 169 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,921,000 | 279 |
| 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 | $1,456,899,000 | 167 |
| Managed Assets ($) | $1,405,446,000 | 133 |
| Personal trust and agency accounts, managed assets | $1,182,337,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,544,000 | 209 |
| Employee benefit-defined benefit accounts, managed assets | $551,000 | 192 |
| Other employee benefit and retirement-related accounts, managed assets | $29,423,000 | 284 |
| Corporate trust and agency accounts, managed assets | $168,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $140,808,000 | 257 |
| Foundation and endowment trust and agency accounts, managed assets | $45,615,000 | 162 |
| Other fiduciary accounts, managed assets | $0 | 130 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $13,011,000 | 318 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $51,453,000 | 282 |
| Personal trust and agency accounts, non-managed assets | $37,004,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $2,942,000 | 255 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,507,000 | 68 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $186,338,000 | 167 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,942,000 | 280 |
| 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 | $1,406,212,000 | 162 |
| Managed Assets ($) | $1,358,261,000 | 126 |
| Personal trust and agency accounts, managed assets | $1,042,980,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,959,000 | 263 |
| Employee benefit-defined benefit accounts, managed assets | $1,254,000 | 240 |
| Other employee benefit and retirement-related accounts, managed assets | $31,508,000 | 290 |
| Corporate trust and agency accounts, managed assets | $168,000 | 118 |
| Investment management and investment advisory agency accounts, managed assets | $216,570,000 | 196 |
| Foundation and endowment trust and agency accounts, managed assets | $59,822,000 | 132 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $15,273,000 | 376 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $47,951,000 | 336 |
| Personal trust and agency accounts, non-managed assets | $33,610,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 398 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $2,834,000 | 402 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,507,000 | 72 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $211,483,000 | 164 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,834,000 | 463 |
| 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 | $1,769,540,000 | 146 |
| Managed Assets ($) | $1,718,343,000 | 118 |
| Personal trust and agency accounts, managed assets | $970,998,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,157,000 | 203 |
| Employee benefit-defined benefit accounts, managed assets | $1,369,000 | 184 |
| Other employee benefit and retirement-related accounts, managed assets | $85,328,000 | 187 |
| Corporate trust and agency accounts, managed assets | $168,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $549,528,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | $102,795,000 | 99 |
| 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 | $69,133,000 | 200 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $51,197,000 | 284 |
| Personal trust and agency accounts, non-managed assets | $37,728,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $1,920,000 | 272 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,549,000 | 71 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $225,714,000 | 154 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,920,000 | 302 |
| 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 | $1,758,631,000 | 143 |
| Managed Assets ($) | $1,710,432,000 | 117 |
| Personal trust and agency accounts, managed assets | $849,168,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,261,000 | 203 |
| Employee benefit-defined benefit accounts, managed assets | $1,183,000 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $114,943,000 | 144 |
| Corporate trust and agency accounts, managed assets | $168,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $634,887,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | $101,822,000 | 99 |
| 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 | $98,842,000 | 159 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $48,199,000 | 287 |
| Personal trust and agency accounts, non-managed assets | $35,371,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 269 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $1,642,000 | 277 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,186,000 | 72 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $228,166,000 | 155 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,642,000 | 309 |
| 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 | $2,115,600,000 | 127 |
| Managed Assets ($) | $2,069,442,000 | 102 |
| Personal trust and agency accounts, managed assets | $871,252,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,474,000 | 196 |
| Employee benefit-defined benefit accounts, managed assets | $1,214,000 | 189 |
| Other employee benefit and retirement-related accounts, managed assets | $121,828,000 | 138 |
| Corporate trust and agency accounts, managed assets | $70,118,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $891,018,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $103,538,000 | 100 |
| 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 | $106,021,000 | 148 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $46,158,000 | 290 |
| Personal trust and agency accounts, non-managed assets | $34,972,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 274 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,186,000 | 71 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $231,921,000 | 149 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,669,000 | 311 |
| 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 | $2,306,745,000 | 122 |
| Managed Assets ($) | $2,258,152,000 | 97 |
| Personal trust and agency accounts, managed assets | $924,501,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,934,000 | 224 |
| Employee benefit-defined benefit accounts, managed assets | $1,217,000 | 238 |
| Other employee benefit and retirement-related accounts, managed assets | $136,207,000 | 124 |
| Corporate trust and agency accounts, managed assets | $70,118,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $1,004,527,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $110,648,000 | 97 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $120,400,000 | 130 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $48,593,000 | 336 |
| Personal trust and agency accounts, non-managed assets | $35,562,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 412 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 163 |
| Other retirement accounts, non-managed assets | $1,845,000 | 461 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,186,000 | 76 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $229,782,000 | 156 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,845,000 | 523 |
| 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 | $2,337,642,000 | 116 |
| Managed Assets ($) | $2,281,136,000 | 91 |
| Personal trust and agency accounts, managed assets | $910,250,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,688,000 | 161 |
| Employee benefit-defined benefit accounts, managed assets | $3,189,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $144,171,000 | 116 |
| Corporate trust and agency accounts, managed assets | $70,118,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $1,030,865,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $103,855,000 | 95 |
| 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 | $128,364,000 | 119 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $56,506,000 | 268 |
| Personal trust and agency accounts, non-managed assets | $43,357,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 272 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $1,963,000 | 267 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,186,000 | 73 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $224,347,000 | 143 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,963,000 | 301 |
| 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 | $2,403,454,000 | 115 |
| Managed Assets ($) | $2,346,062,000 | 89 |
| Personal trust and agency accounts, managed assets | $915,820,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,309,000 | 161 |
| Employee benefit-defined benefit accounts, managed assets | $19,350,000 | 121 |
| Other employee benefit and retirement-related accounts, managed assets | $147,639,000 | 108 |
| Corporate trust and agency accounts, managed assets | $70,118,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $1,060,984,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $113,842,000 | 92 |
| 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 | $131,945,000 | 111 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $57,392,000 | 267 |
| Personal trust and agency accounts, non-managed assets | $44,209,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 273 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $1,997,000 | 268 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,186,000 | 72 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $220,794,000 | 146 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,997,000 | 296 |
| 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 | $2,702,728,000 | 107 |
| Managed Assets ($) | $2,648,552,000 | 78 |
| Personal trust and agency accounts, managed assets | $935,839,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,287,000 | 157 |
| Employee benefit-defined benefit accounts, managed assets | $19,598,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $155,985,000 | 98 |
| Corporate trust and agency accounts, managed assets | $70,118,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $1,293,391,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $153,334,000 | 78 |
| 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 | $140,384,000 | 100 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $54,176,000 | 270 |
| Personal trust and agency accounts, non-managed assets | $41,433,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 273 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $1,830,000 | 276 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,913,000 | 74 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $224,333,000 | 143 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,830,000 | 303 |
| 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 | $2,859,618,000 | 103 |
| Managed Assets ($) | $2,807,619,000 | 72 |
| Personal trust and agency accounts, managed assets | $953,195,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,086,000 | 169 |
| Employee benefit-defined benefit accounts, managed assets | $19,681,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $167,206,000 | 92 |
| Corporate trust and agency accounts, managed assets | $70,120,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $1,419,808,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $156,523,000 | 76 |
| 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 | $151,774,000 | 86 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $51,999,000 | 319 |
| Personal trust and agency accounts, non-managed assets | $40,078,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 433 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $1,092,000 | 536 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,829,000 | 76 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $221,835,000 | 153 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,092,000 | 593 |
| 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 | $3,479,604,000 | 92 |
| Managed Assets ($) | $3,281,581,000 | 61 |
| Personal trust and agency accounts, managed assets | $951,649,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,174,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $23,789,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $190,306,000 | 83 |
| Corporate trust and agency accounts, managed assets | $70,120,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $1,788,023,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $229,520,000 | 62 |
| 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 | $175,021,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $198,023,000 | 174 |
| Personal trust and agency accounts, non-managed assets | $185,554,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 276 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 137 |
| Other retirement accounts, non-managed assets | $1,935,000 | 278 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,534,000 | 74 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $196,528,000 | 153 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,935,000 | 305 |
| 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 | $3,662,188,000 | 91 |
| Managed Assets ($) | $3,469,153,000 | 60 |
| Personal trust and agency accounts, managed assets | $941,736,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,800,000 | 134 |
| Employee benefit-defined benefit accounts, managed assets | $23,756,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $217,695,000 | 77 |
| Corporate trust and agency accounts, managed assets | $70,120,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $1,955,766,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $232,280,000 | 60 |
| 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 | $202,461,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $193,035,000 | 176 |
| Personal trust and agency accounts, non-managed assets | $182,460,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 280 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 138 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,575,000 | 73 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $190,777,000 | 156 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 351 |
| 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 | $3,755,016,000 | 90 |
| Managed Assets ($) | $3,560,693,000 | 58 |
| Personal trust and agency accounts, managed assets | $925,688,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,138,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $24,208,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $230,897,000 | 74 |
| Corporate trust and agency accounts, managed assets | $70,120,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $2,037,007,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $243,635,000 | 61 |
| 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 | $215,761,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $194,323,000 | 174 |
| Personal trust and agency accounts, non-managed assets | $183,684,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 136 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,639,000 | 74 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $179,030,000 | 159 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 348 |
| 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 | $3,904,384,000 | 84 |
| Managed Assets ($) | $3,712,994,000 | 57 |
| Personal trust and agency accounts, managed assets | $905,708,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,970,000 | 144 |
| Employee benefit-defined benefit accounts, managed assets | $24,228,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $258,263,000 | 60 |
| Corporate trust and agency accounts, managed assets | $70,120,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $2,186,452,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $239,253,000 | 60 |
| 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 | $243,285,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $191,390,000 | 175 |
| Personal trust and agency accounts, non-managed assets | $181,741,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 461 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 174 |
| Other retirement accounts, non-managed assets | $0 | 700 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,649,000 | 81 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $173,091,000 | 174 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 728 |
| 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 | $4,099,486,000 | 77 |
| Managed Assets ($) | $3,911,026,000 | 54 |
| Personal trust and agency accounts, managed assets | $875,688,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,018,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $24,215,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $296,152,000 | 54 |
| Corporate trust and agency accounts, managed assets | $70,120,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $2,370,335,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $240,498,000 | 59 |
| 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 | $281,224,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $188,460,000 | 174 |
| Personal trust and agency accounts, non-managed assets | $177,580,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 284 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $0 | 330 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,880,000 | 76 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $160,849,000 | 170 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 346 |
| 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 | $4,534,157,000 | 77 |
| Managed Assets ($) | $4,532,491,000 | 53 |
| Personal trust and agency accounts, managed assets | $1,075,457,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,891,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $25,243,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $365,772,000 | 50 |
| Corporate trust and agency accounts, managed assets | $70,146,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $2,688,654,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $268,328,000 | 58 |
| 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 | $350,915,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,666,000 | 384 |
| Personal trust and agency accounts, non-managed assets | $1,666,000 | 269 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 289 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $166,708,000 | 176 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 344 |
| 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 | $9,127,084,000 | 59 |
| Managed Assets ($) | $8,306,447,000 | 38 |
| Personal trust and agency accounts, managed assets | $1,091,206,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,128,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $389,911,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $1,213,390,000 | 22 |
| Corporate trust and agency accounts, managed assets | $70,146,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $5,133,344,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $332,147,000 | 54 |
| Other fiduciary accounts, managed assets | $33,175,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,141,638,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $820,637,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $1,684,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $102,029,000 | 121 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 139 |
| Other retirement accounts, non-managed assets | $30,425,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $686,499,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $178,250,000 | 165 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,091,000 | 157 |
| 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 | $9,079,782,000 | 58 |
| Managed Assets ($) | $8,213,002,000 | 38 |
| Personal trust and agency accounts, managed assets | $1,074,499,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,098,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $384,727,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $1,214,890,000 | 22 |
| Corporate trust and agency accounts, managed assets | $70,146,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $5,037,889,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $356,272,000 | 52 |
| Other fiduciary accounts, managed assets | $32,481,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,142,038,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $866,780,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $1,668,000 | 452 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $101,915,000 | 119 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 180 |
| Other retirement accounts, non-managed assets | $30,316,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $732,881,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $194,663,000 | 172 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,233,000 | 197 |
| 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 | $4,508,287,000 | 76 |
| Managed Assets ($) | $4,506,615,000 | 53 |
| Personal trust and agency accounts, managed assets | $1,095,049,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,306,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $30,474,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $378,089,000 | 46 |
| Corporate trust and agency accounts, managed assets | $70,146,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $2,585,810,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $308,741,000 | 54 |
| 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 | $363,004,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,672,000 | 387 |
| Personal trust and agency accounts, non-managed assets | $1,672,000 | 269 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 292 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $192,546,000 | 157 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 343 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,534,291,000 | 74 |
| Managed Assets ($) | $4,534,291,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,109,878,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,809,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $33,871,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $382,936,000 | 43 |
| Corporate trust and agency accounts, managed assets | $70,146,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $2,584,128,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $308,523,000 | 52 |
| 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 | $368,094,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 402 |
| Personal trust and agency accounts, non-managed assets | $0 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $0 | 337 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $181,250,000 | 159 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 343 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,444,598,000 | 74 |
| Managed Assets ($) | $4,444,598,000 | 53 |
| Personal trust and agency accounts, managed assets | $1,095,912,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,499,000 | 119 |
| Employee benefit-defined benefit accounts, managed assets | $39,349,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $365,995,000 | 43 |
| Corporate trust and agency accounts, managed assets | $79,142,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $2,522,735,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $299,966,000 | 50 |
| 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 | $351,400,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 406 |
| Personal trust and agency accounts, non-managed assets | $0 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 298 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 144 |
| Other retirement accounts, non-managed assets | $0 | 341 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $165,604,000 | 168 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 345 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,399,847,000 | 75 |
| Managed Assets ($) | $4,263,584,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,060,945,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,595,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $38,391,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $348,747,000 | 44 |
| Corporate trust and agency accounts, managed assets | $9,110,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $2,475,791,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $291,005,000 | 50 |
| 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 | $348,747,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $136,263,000 | 206 |
| Personal trust and agency accounts, non-managed assets | $28,658,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 514 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 186 |
| Other retirement accounts, non-managed assets | $14,609,000 | 194 |
| Corporate trust and agency accounts, non-managed assets | $73,146,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | $19,850,000 | 80 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $164,550,000 | 180 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,609,000 | 233 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,121,612,000 | 78 |
| Managed Assets ($) | $3,985,678,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,019,831,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,244,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $37,086,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $325,064,000 | 44 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $2,307,938,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $257,515,000 | 50 |
| 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 | $325,064,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $135,934,000 | 195 |
| Personal trust and agency accounts, non-managed assets | $28,717,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 293 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $14,421,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $73,146,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | $19,650,000 | 69 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $141,788,000 | 176 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,421,000 | 165 |
| 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 | $3,985,518,000 | 78 |
| Managed Assets ($) | $3,844,397,000 | 55 |
| Personal trust and agency accounts, managed assets | $984,643,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,694,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $34,877,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $300,414,000 | 46 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $2,239,328,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $248,441,000 | 51 |
| 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 | $300,414,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $141,121,000 | 196 |
| Personal trust and agency accounts, non-managed assets | $31,279,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 293 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $16,597,000 | 135 |
| Corporate trust and agency accounts, non-managed assets | $73,145,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | $20,100,000 | 67 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $140,846,000 | 174 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,597,000 | 153 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,029,567,000 | 77 |
| Managed Assets ($) | $3,886,648,000 | 53 |
| Personal trust and agency accounts, managed assets | $1,005,222,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,818,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $35,271,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $297,088,000 | 46 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $2,282,771,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $229,478,000 | 53 |
| 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 | $297,088,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $142,919,000 | 192 |
| Personal trust and agency accounts, non-managed assets | $31,501,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 298 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $16,758,000 | 132 |
| Corporate trust and agency accounts, non-managed assets | $73,145,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | $21,515,000 | 70 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $138,357,000 | 174 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,758,000 | 150 |
| 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 | $3,802,410,000 | 75 |
| Managed Assets ($) | $3,662,350,000 | 53 |
| Personal trust and agency accounts, managed assets | $978,604,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,076,000 | 133 |
| Employee benefit-defined benefit accounts, managed assets | $33,631,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $276,549,000 | 46 |
| Corporate trust and agency accounts, managed assets | $17,731,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $2,116,239,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $205,520,000 | 53 |
| 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 | $276,549,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $140,060,000 | 205 |
| Personal trust and agency accounts, non-managed assets | $28,912,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 547 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
| Other retirement accounts, non-managed assets | $16,292,000 | 171 |
| Corporate trust and agency accounts, non-managed assets | $73,145,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $21,711,000 | 75 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $138,003,000 | 192 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,292,000 | 209 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,642,184,000 | 75 |
| Managed Assets ($) | $3,500,853,000 | 53 |
| Personal trust and agency accounts, managed assets | $986,245,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,048,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $46,346,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $271,669,000 | 47 |
| Corporate trust and agency accounts, managed assets | $15,621,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $1,935,291,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $209,633,000 | 50 |
| 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 | $271,669,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $141,331,000 | 192 |
| Personal trust and agency accounts, non-managed assets | $30,032,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 289 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $16,379,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $73,407,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | $21,513,000 | 73 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $148,925,000 | 167 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,379,000 | 145 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,563,980,000 | 76 |
| Managed Assets ($) | $3,411,012,000 | 53 |
| Personal trust and agency accounts, managed assets | $955,017,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,191,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $48,395,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $252,518,000 | 46 |
| Corporate trust and agency accounts, managed assets | $25,311,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $1,897,876,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $194,704,000 | 52 |
| 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 | $252,518,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $152,968,000 | 190 |
| Personal trust and agency accounts, non-managed assets | $21,220,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 288 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $20,752,000 | 111 |
| Corporate trust and agency accounts, non-managed assets | $73,406,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | $19,747,000 | 68 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,843,000 | 51 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $116,381,000 | 182 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,752,000 | 127 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,568,734,000 | 76 |
| Managed Assets ($) | $3,415,547,000 | 55 |
| Personal trust and agency accounts, managed assets | $966,100,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,050,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $47,665,000 | 95 |
| Other employee benefit and retirement-related accounts, managed assets | $258,571,000 | 45 |
| Corporate trust and agency accounts, managed assets | $25,473,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $1,889,697,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $190,991,000 | 53 |
| 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 | $258,571,000 | 39 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $153,187,000 | 183 |
| Personal trust and agency accounts, non-managed assets | $20,638,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 286 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 149 |
| Other retirement accounts, non-managed assets | $20,388,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $73,406,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | $20,697,000 | 67 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,058,000 | 47 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $123,028,000 | 183 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,388,000 | 130 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,439,899,000 | 76 |
| Managed Assets ($) | $3,284,947,000 | 55 |
| Personal trust and agency accounts, managed assets | $945,236,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,001,000 | 130 |
| Employee benefit-defined benefit accounts, managed assets | $45,246,000 | 95 |
| Other employee benefit and retirement-related accounts, managed assets | $239,211,000 | 46 |
| Corporate trust and agency accounts, managed assets | $25,087,000 | 26 |
| Investment management and investment advisory agency accounts, managed assets | $1,804,714,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $190,452,000 | 51 |
| 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 | $239,211,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $154,952,000 | 180 |
| Personal trust and agency accounts, non-managed assets | $20,464,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 559 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 200 |
| Other retirement accounts, non-managed assets | $20,496,000 | 139 |
| Corporate trust and agency accounts, non-managed assets | $77,781,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $19,409,000 | 73 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,802,000 | 52 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $131,577,000 | 198 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,496,000 | 167 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,304,117,000 | 80 |
| Managed Assets ($) | $3,226,053,000 | 57 |
| Personal trust and agency accounts, managed assets | $937,974,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,654,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $48,521,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $228,275,000 | 47 |
| Corporate trust and agency accounts, managed assets | $24,018,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $1,772,436,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $180,175,000 | 53 |
| 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 | $228,275,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $78,064,000 | 222 |
| Personal trust and agency accounts, non-managed assets | $22,237,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $20,724,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $831,000 | 102 |
| Investment management and advisory agency accounts, non-managed assets | $18,770,000 | 58 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,502,000 | 47 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $121,895,000 | 181 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,724,000 | 124 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,613,199,000 | 79 |
| Managed Assets ($) | $3,527,727,000 | 58 |
| Personal trust and agency accounts, managed assets | $1,073,751,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,673,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $43,573,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $246,463,000 | 47 |
| Corporate trust and agency accounts, managed assets | $21,151,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $1,930,722,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $175,394,000 | 55 |
| 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 | $246,463,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $85,472,000 | 224 |
| Personal trust and agency accounts, non-managed assets | $22,532,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $23,917,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $831,000 | 102 |
| Investment management and advisory agency accounts, non-managed assets | $21,133,000 | 54 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,059,000 | 47 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $125,265,000 | 186 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,917,000 | 117 |
| 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 | $2,653,374,000 | 90 |
| Managed Assets ($) | $2,627,850,000 | 63 |
| Personal trust and agency accounts, managed assets | $401,512,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,054,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $40,768,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $215,622,000 | 48 |
| Corporate trust and agency accounts, managed assets | $17,327,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $1,769,513,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $150,054,000 | 56 |
| 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 | $215,622,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,524,000 | 305 |
| Personal trust and agency accounts, non-managed assets | $0 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 294 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $3,490,000 | 237 |
| Corporate trust and agency accounts, non-managed assets | $831,000 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $21,203,000 | 50 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $44,090,000 | 248 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,490,000 | 250 |
| 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 | $2,590,353,000 | 92 |
| Managed Assets ($) | $2,564,816,000 | 66 |
| Personal trust and agency accounts, managed assets | $388,858,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,464,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $39,077,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $211,418,000 | 49 |
| Corporate trust and agency accounts, managed assets | $13,318,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $1,721,741,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $148,940,000 | 53 |
| 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 | $211,418,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $25,537,000 | 446 |
| Personal trust and agency accounts, non-managed assets | $0 | 894 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 577 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
| Other retirement accounts, non-managed assets | $3,599,000 | 419 |
| Corporate trust and agency accounts, non-managed assets | $831,000 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $21,107,000 | 57 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $50,688,000 | 312 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,599,000 | 484 |
| 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 | $2,528,137,000 | 92 |
| Managed Assets ($) | $2,507,671,000 | 67 |
| Personal trust and agency accounts, managed assets | $399,575,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,819,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $39,340,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $212,146,000 | 48 |
| Corporate trust and agency accounts, managed assets | $4,985,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $1,668,877,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $140,929,000 | 55 |
| 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 | $212,146,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,466,000 | 313 |
| Personal trust and agency accounts, non-managed assets | $0 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
| Other retirement accounts, non-managed assets | $371,000 | 294 |
| Corporate trust and agency accounts, non-managed assets | $831,000 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $19,264,000 | 48 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $100,927,000 | 189 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $371,000 | 299 |
| 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 | $2,394,956,000 | 92 |
| Managed Assets ($) | $2,375,386,000 | 67 |
| Personal trust and agency accounts, managed assets | $379,769,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,737,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $38,712,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $201,305,000 | 48 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $1,582,341,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $135,522,000 | 52 |
| 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 | $201,305,000 | 39 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,570,000 | 313 |
| Personal trust and agency accounts, non-managed assets | $0 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $325,000 | 298 |
| Corporate trust and agency accounts, non-managed assets | $831,000 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $18,414,000 | 45 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $97,661,000 | 188 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $325,000 | 293 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,532,445,000 | 92 |
| Managed Assets ($) | $2,516,528,000 | 66 |
| Personal trust and agency accounts, managed assets | $413,162,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,457,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $25,754,000 | 121 |
| Other employee benefit and retirement-related accounts, managed assets | $222,804,000 | 45 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $1,662,756,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $147,595,000 | 52 |
| 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 | $222,804,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,917,000 | 329 |
| Personal trust and agency accounts, non-managed assets | $0 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 299 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $904,000 | 276 |
| Corporate trust and agency accounts, non-managed assets | $831,000 | 119 |
| Investment management and advisory agency accounts, non-managed assets | $14,182,000 | 52 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $104,247,000 | 198 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $904,000 | 283 |
| 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 | $2,452,068,000 | 95 |
| Managed Assets ($) | $2,431,583,000 | 67 |
| Personal trust and agency accounts, managed assets | $395,027,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,954,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $23,941,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $215,710,000 | 45 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $1,610,114,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $144,837,000 | 51 |
| 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 | $215,710,000 | 39 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $20,485,000 | 497 |
| Personal trust and agency accounts, non-managed assets | $0 | 920 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,018,000 | 479 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
| Other retirement accounts, non-managed assets | $882,000 | 636 |
| Corporate trust and agency accounts, non-managed assets | $831,000 | 204 |
| Investment management and advisory agency accounts, non-managed assets | $17,754,000 | 56 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $100,533,000 | 217 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $882,000 | 669 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,402,792,000 | 97 |
| Managed Assets ($) | $2,401,961,000 | 65 |
| Personal trust and agency accounts, managed assets | $376,536,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $49,617,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $17,022,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $201,377,000 | 48 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $1,748,830,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $8,579,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $831,000 | 371 |
| Personal trust and agency accounts, non-managed assets | $0 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 288 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $0 | 306 |
| Corporate trust and agency accounts, non-managed assets | $831,000 | 117 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $112,437,000 | 191 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,253,940,000 | 101 |
| Managed Assets ($) | $2,253,109,000 | 66 |
| Personal trust and agency accounts, managed assets | $343,794,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,083,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $16,324,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $184,109,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $1,654,440,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $8,359,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $831,000 | 377 |
| Personal trust and agency accounts, non-managed assets | $0 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $0 | 311 |
| Corporate trust and agency accounts, non-managed assets | $831,000 | 117 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $110,236,000 | 200 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,171,247,000 | 100 |
| Managed Assets ($) | $2,170,414,000 | 66 |
| Personal trust and agency accounts, managed assets | $323,511,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,353,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $15,910,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $167,759,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $1,612,116,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $7,765,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $833,000 | 377 |
| Personal trust and agency accounts, non-managed assets | $0 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $0 | 312 |
| Corporate trust and agency accounts, non-managed assets | $833,000 | 119 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $138,690,000 | 184 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,284,325,000 | 103 |
| Managed Assets ($) | $2,283,490,000 | 67 |
| Personal trust and agency accounts, managed assets | $343,405,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,479,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $16,222,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $175,438,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $1,695,404,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $8,542,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $835,000 | 1,013 |
| Personal trust and agency accounts, non-managed assets | $0 | 946 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 603 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $0 | 811 |
| Corporate trust and agency accounts, non-managed assets | $835,000 | 218 |
| 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 | $147,260,000 | 199 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,545,246,000 | 98 |
| Managed Assets ($) | $2,544,412,000 | 66 |
| Personal trust and agency accounts, managed assets | $391,985,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,333,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $5,815,000 | 168 |
| Other employee benefit and retirement-related accounts, managed assets | $204,415,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $1,879,184,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $12,680,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $834,000 | 407 |
| Personal trust and agency accounts, non-managed assets | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 313 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $0 | 330 |
| Corporate trust and agency accounts, non-managed assets | $834,000 | 133 |
| 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 | $124,063,000 | 208 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,674,172,000 | 102 |
| Managed Assets ($) | $2,673,338,000 | 70 |
| Personal trust and agency accounts, managed assets | $413,820,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,615,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $6,053,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $218,659,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $1,965,521,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $13,670,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $834,000 | 412 |
| Personal trust and agency accounts, non-managed assets | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 320 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $834,000 | 134 |
| 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 | $138,873,000 | 198 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,710,602,000 | 106 |
| Managed Assets ($) | $2,708,319,000 | 69 |
| Personal trust and agency accounts, managed assets | $426,720,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,279,000 | 116 |
| Employee benefit-defined benefit accounts, managed assets | $6,855,000 | 170 |
| Other employee benefit and retirement-related accounts, managed assets | $211,922,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $1,997,000,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $13,543,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,283,000 | 403 |
| Personal trust and agency accounts, non-managed assets | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 327 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $0 | 341 |
| Corporate trust and agency accounts, non-managed assets | $2,283,000 | 113 |
| 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 | $79,893,000 | 252 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,726,960,000 | 103 |
| Managed Assets ($) | $2,725,101,000 | 69 |
| Personal trust and agency accounts, managed assets | $435,762,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $54,874,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $2,910,000 | 279 |
| Other employee benefit and retirement-related accounts, managed assets | $221,747,000 | 47 |
| Corporate trust and agency accounts, managed assets | $421,000 | 176 |
| Investment management and investment advisory agency accounts, managed assets | $1,998,038,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $11,349,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,859,000 | 927 |
| Personal trust and agency accounts, non-managed assets | $0 | 969 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 633 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $0 | 860 |
| Corporate trust and agency accounts, non-managed assets | $1,859,000 | 187 |
| 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 | $87,201,000 | 284 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,695,640,000 | 103 |
| Managed Assets ($) | $2,694,555,000 | 69 |
| Personal trust and agency accounts, managed assets | $454,343,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $56,680,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $3,823,000 | 181 |
| Other employee benefit and retirement-related accounts, managed assets | $220,196,000 | 47 |
| Corporate trust and agency accounts, managed assets | $418,000 | 80 |
| Investment management and investment advisory agency accounts, managed assets | $1,959,095,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,085,000 | 400 |
| Personal trust and agency accounts, non-managed assets | $0 | 344 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| Corporate trust and agency accounts, non-managed assets | $1,085,000 | 130 |
| 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 | $88,081,000 | 253 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,488,689,000 | 113 |
| Managed Assets ($) | $2,340,921,000 | 75 |
| Personal trust and agency accounts, managed assets | $256,150,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,176,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $7,254,000 | 172 |
| Other employee benefit and retirement-related accounts, managed assets | $203,424,000 | 47 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $1,815,917,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $147,768,000 | 203 |
| Personal trust and agency accounts, non-managed assets | $145,508,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $2,260,000 | 121 |
| 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 | $86,467,000 | 256 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,394,925,000 | 111 |
| Managed Assets ($) | $2,249,740,000 | 74 |
| Personal trust and agency accounts, managed assets | $248,980,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,240,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $10,715,000 | 160 |
| Other employee benefit and retirement-related accounts, managed assets | $190,762,000 | 47 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $1,744,043,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $145,185,000 | 204 |
| Personal trust and agency accounts, non-managed assets | $141,174,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $4,011,000 | 113 |
| 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 | $83,608,000 | 254 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,304,922,000 | 113 |
| Managed Assets ($) | $2,161,737,000 | 75 |
| Personal trust and agency accounts, managed assets | $267,856,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,793,000 | 133 |
| Employee benefit-defined benefit accounts, managed assets | $10,435,000 | 184 |
| Other employee benefit and retirement-related accounts, managed assets | $179,723,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $1,649,930,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $143,185,000 | 208 |
| Personal trust and agency accounts, non-managed assets | $138,291,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 653 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $0 | 853 |
| Corporate trust and agency accounts, non-managed assets | $4,894,000 | 158 |
| 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 | $71,063,000 | 310 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,244,361,000 | 116 |
| Managed Assets ($) | $2,109,278,000 | 79 |
| Personal trust and agency accounts, managed assets | $201,728,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,232,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $9,841,000 | 166 |
| Other employee benefit and retirement-related accounts, managed assets | $170,790,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $1,673,687,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $135,083,000 | 217 |
| Personal trust and agency accounts, non-managed assets | $128,339,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $0 | 326 |
| Corporate trust and agency accounts, non-managed assets | $6,744,000 | 106 |
| 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 | $61,831,000 | 269 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,227,001,000 | 117 |
| Managed Assets ($) | $1,982,591,000 | 87 |
| Personal trust and agency accounts, managed assets | $169,033,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,705,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $9,636,000 | 170 |
| Other employee benefit and retirement-related accounts, managed assets | $162,852,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $1,589,365,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $244,410,000 | 178 |
| Personal trust and agency accounts, non-managed assets | $124,250,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 325 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $0 | 330 |
| Corporate trust and agency accounts, non-managed assets | $7,064,000 | 108 |
| 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 | $113,096,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,528,000 | 275 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,300,802,000 | 117 |
| Managed Assets ($) | $2,186,849,000 | 83 |
| Personal trust and agency accounts, managed assets | $308,577,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $54,195,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $9,745,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $161,862,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $1,652,470,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $113,953,000 | 237 |
| Personal trust and agency accounts, non-managed assets | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 329 |
| 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 | $857,000 | 147 |
| 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 | $113,096,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $58,238,000 | 275 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,255,122,000 | 118 |
| Managed Assets ($) | $2,138,820,000 | 83 |
| Personal trust and agency accounts, managed assets | $299,892,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,739,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $9,345,000 | 196 |
| Other employee benefit and retirement-related accounts, managed assets | $148,489,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $1,628,355,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $116,302,000 | 243 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,012 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 688 |
| 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 | $950,000 | 234 |
| 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 | $115,352,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $53,688,000 | 343 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,253,405,000 | 117 |
| Managed Assets ($) | $2,137,158,000 | 85 |
| Personal trust and agency accounts, managed assets | $286,417,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,912,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $9,191,000 | 172 |
| Other employee benefit and retirement-related accounts, managed assets | $145,317,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $1,643,321,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $116,247,000 | 225 |
| Personal trust and agency accounts, non-managed assets | $0 | 337 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| 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 | $1,064,000 | 142 |
| 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 | $115,183,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $51,592,000 | 273 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,223,044,000 | 113 |
| Managed Assets ($) | $2,102,078,000 | 82 |
| Personal trust and agency accounts, managed assets | $263,946,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,336,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $8,854,000 | 173 |
| Other employee benefit and retirement-related accounts, managed assets | $141,867,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $1,634,075,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $120,966,000 | 225 |
| Personal trust and agency accounts, non-managed assets | $0 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 346 |
| 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 | $1,161,000 | 145 |
| 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 | $119,805,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,167,000 | 273 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,303,713,000 | 114 |
| Managed Assets ($) | $2,176,142,000 | 86 |
| Personal trust and agency accounts, managed assets | $265,087,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,734,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $8,629,000 | 173 |
| Other employee benefit and retirement-related accounts, managed assets | $136,829,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $1,712,863,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $127,571,000 | 225 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 342 |
| 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 | $127,571,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $58,656,000 | 274 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,074,537,000 | 125 |
| Managed Assets ($) | $1,948,028,000 | 89 |
| Personal trust and agency accounts, managed assets | $148,579,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,718,000 | 136 |
| Employee benefit-defined benefit accounts, managed assets | $8,679,000 | 198 |
| Other employee benefit and retirement-related accounts, managed assets | $140,458,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $1,596,594,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $126,509,000 | 234 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,010 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 699 |
| 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 | $126,509,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,866,000 | 329 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,853,531,000 | 129 |
| Managed Assets ($) | $1,735,705,000 | 94 |
| Personal trust and agency accounts, managed assets | $133,550,000 | 235 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,932,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $8,122,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $133,329,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $1,409,772,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $117,826,000 | 226 |
| Personal trust and agency accounts, non-managed assets | $0 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 334 |
| 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 | $117,826,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $54,498,000 | 283 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,870,820,000 | 130 |
| Managed Assets ($) | $1,751,771,000 | 94 |
| Personal trust and agency accounts, managed assets | $127,978,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $48,006,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $12,135,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $133,769,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $1,429,883,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $119,049,000 | 226 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 343 |
| 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 | $119,049,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,129,000 | 287 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,856,448,000 | 133 |
| Managed Assets ($) | $1,737,397,000 | 97 |
| Personal trust and agency accounts, managed assets | $134,068,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $49,317,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $12,206,000 | 165 |
| Other employee benefit and retirement-related accounts, managed assets | $131,622,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $1,410,184,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $119,051,000 | 228 |
| Personal trust and agency accounts, non-managed assets | $0 | 363 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 347 |
| 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 | $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 | $119,051,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $52,610,000 | 285 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,965,728,000 | 132 |
| Managed Assets ($) | $1,856,153,000 | 97 |
| Personal trust and agency accounts, managed assets | $113,378,000 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,491,000 | 177 |
| Employee benefit-defined benefit accounts, managed assets | $11,903,000 | 186 |
| Other employee benefit and retirement-related accounts, managed assets | $120,022,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $1,572,359,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $109,575,000 | 247 |
| 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 | $109,575,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $48,653,000 | 364 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,858,253,000 | 140 |
| Managed Assets ($) | $1,750,280,000 | 101 |
| Personal trust and agency accounts, managed assets | $111,782,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,617,000 | 163 |
| Employee benefit-defined benefit accounts, managed assets | $6,294,000 | 196 |
| Other employee benefit and retirement-related accounts, managed assets | $121,201,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $1,471,386,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $107,973,000 | 243 |
| 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 | $107,973,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $48,908,000 | 300 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,717,078,000 | 146 |
| Managed Assets ($) | $1,609,600,000 | 101 |
| Personal trust and agency accounts, managed assets | $114,199,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,779,000 | 168 |
| Employee benefit-defined benefit accounts, managed assets | $11,294,000 | 173 |
| Other employee benefit and retirement-related accounts, managed assets | $113,121,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $1,333,207,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $107,478,000 | 247 |
| 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 | $107,478,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $51,704,000 | 305 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,668,368,000 | 146 |
| Managed Assets ($) | $1,570,453,000 | 107 |
| Personal trust and agency accounts, managed assets | $95,126,000 | 291 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,272,000 | 189 |
| Employee benefit-defined benefit accounts, managed assets | $10,690,000 | 177 |
| Other employee benefit and retirement-related accounts, managed assets | $102,656,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $1,332,709,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $97,915,000 | 251 |
| 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 | $97,915,000 | 47 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $50,352,000 | 308 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,546,291,000 | 152 |
| Managed Assets ($) | $1,462,030,000 | 109 |
| Personal trust and agency accounts, managed assets | $91,650,000 | 323 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,638,000 | 199 |
| Employee benefit-defined benefit accounts, managed assets | $10,528,000 | 192 |
| Other employee benefit and retirement-related accounts, managed assets | $101,761,000 | 80 |
| Corporate trust and agency accounts, managed assets | $24,000 | 330 |
| Investment management and investment advisory agency accounts, managed assets | $1,228,429,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $84,261,000 | 283 |
| 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 | $84,261,000 | 50 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $41,617,000 | 399 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,383,101,000 | 145 |
| Managed Assets ($) | $1,383,101,000 | 109 |
| Personal trust and agency accounts, managed assets | $105,226,000 | 299 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,211,000 | 203 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $111,088,000 | 79 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $1,136,576,000 | 63 |
| 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 | $134,610,000 | 230 |
| 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 |