Home > Cadence Bank > Total Fiduciary and Related Assets
Cadence Bank, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,674,465,000 | 71 |
| Managed Assets ($) | $5,809,127,000 | 69 |
| Personal trust and agency accounts, managed assets | $2,544,485,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,618,000 | 136 |
| Employee benefit-defined benefit accounts, managed assets | $345,756,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $615,599,000 | 56 |
| Corporate trust and agency accounts, managed assets | $327,000 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $1,916,677,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $341,905,000 | 71 |
| Other fiduciary accounts, managed assets | $18,760,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $578,858,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $4,865,338,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $255,891,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $218,763,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,718,977,000 | 27 |
| Other retirement accounts, non-managed assets | $1,112,368,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $84,492,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $1,326,687,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $146,782,000 | 31 |
| Other fiduciary accounts, non-managed assets | $1,378,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,552,173,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $81,676,000 | 65 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,226,459,000 | 74 |
| Managed Assets ($) | $5,615,428,000 | 70 |
| Personal trust and agency accounts, managed assets | $2,432,543,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,452,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $350,243,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $593,613,000 | 53 |
| Corporate trust and agency accounts, managed assets | $490,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $1,862,975,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $326,942,000 | 73 |
| Other fiduciary accounts, managed assets | $18,170,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $552,326,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,611,031,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $247,966,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $211,545,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,570,253,000 | 27 |
| Other retirement accounts, non-managed assets | $1,040,345,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $103,220,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $1,308,636,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $126,974,000 | 31 |
| Other fiduciary accounts, non-managed assets | $2,092,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,004,294,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $87,248,000 | 51 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,463,854,000 | 70 |
| Managed Assets ($) | $5,667,100,000 | 67 |
| Personal trust and agency accounts, managed assets | $2,453,663,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,062,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $354,394,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $604,102,000 | 52 |
| Corporate trust and agency accounts, managed assets | $484,000 | 75 |
| Investment management and investment advisory agency accounts, managed assets | $1,864,521,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $330,678,000 | 70 |
| Other fiduciary accounts, managed assets | $22,196,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $562,118,000 | 52 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,796,754,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $266,930,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $229,057,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,634,283,000 | 28 |
| Other retirement accounts, non-managed assets | $1,078,160,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $111,159,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $1,342,974,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $132,934,000 | 31 |
| Other fiduciary accounts, non-managed assets | $1,257,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,947,658,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $92,390,000 | 57 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,230,019,000 | 78 |
| Managed Assets ($) | $5,470,853,000 | 73 |
| Personal trust and agency accounts, managed assets | $2,373,297,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,200,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $348,070,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $581,259,000 | 55 |
| Corporate trust and agency accounts, managed assets | $479,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $1,781,655,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $322,673,000 | 74 |
| Other fiduciary accounts, managed assets | $22,220,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $542,279,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,759,166,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $267,934,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $224,941,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,579,343,000 | 28 |
| Other retirement accounts, non-managed assets | $1,043,823,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $115,973,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $1,407,809,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $118,820,000 | 31 |
| Other fiduciary accounts, non-managed assets | $523,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,957,125,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $90,321,000 | 53 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,847,212,000 | 79 |
| Managed Assets ($) | $5,399,260,000 | 74 |
| Personal trust and agency accounts, managed assets | $2,362,607,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $63,538,000 | 97 |
| Employee benefit-defined benefit accounts, managed assets | $343,401,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $582,746,000 | 55 |
| Corporate trust and agency accounts, managed assets | $474,000 | 112 |
| Investment management and investment advisory agency accounts, managed assets | $1,714,098,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $313,399,000 | 77 |
| Other fiduciary accounts, managed assets | $18,997,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $533,729,000 | 52 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $4,447,952,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $265,945,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $212,304,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,515,548,000 | 30 |
| Other retirement accounts, non-managed assets | $995,614,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $109,704,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $1,333,625,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,692,000 | 76 |
| Other fiduciary accounts, non-managed assets | $520,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,082,989,000 | 86 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $90,977,000 | 58 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,701,347,000 | 79 |
| Managed Assets ($) | $5,232,453,000 | 71 |
| Personal trust and agency accounts, managed assets | $2,758,562,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,833,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $346,740,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $543,275,000 | 55 |
| Corporate trust and agency accounts, managed assets | $3,742,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $1,230,262,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $291,410,000 | 77 |
| Other fiduciary accounts, managed assets | $18,629,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $494,457,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,468,894,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $318,192,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $207,563,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,461,112,000 | 30 |
| Other retirement accounts, non-managed assets | $1,024,824,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $186,126,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | $1,257,514,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,038,000 | 75 |
| Other fiduciary accounts, non-managed assets | $525,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,149,997,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $88,993,000 | 52 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,861,996,000 | 63 |
| Managed Assets ($) | $5,179,820,000 | 57 |
| Personal trust and agency accounts, managed assets | $2,774,938,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,923,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $363,827,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $562,548,000 | 51 |
| Corporate trust and agency accounts, managed assets | $33,758,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $1,079,798,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $303,865,000 | 64 |
| Other fiduciary accounts, managed assets | $19,163,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $509,139,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,682,176,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $340,091,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $211,816,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,548,733,000 | 27 |
| Other retirement accounts, non-managed assets | $1,044,892,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $197,525,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | $1,325,169,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,430,000 | 64 |
| Other fiduciary accounts, non-managed assets | $520,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,604,043,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $91,750,000 | 48 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,669,052,000 | 63 |
| Managed Assets ($) | $5,563,451,000 | 60 |
| Personal trust and agency accounts, managed assets | $2,963,945,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,910,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $402,248,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $617,933,000 | 51 |
| Corporate trust and agency accounts, managed assets | $33,746,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $1,147,869,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $332,032,000 | 63 |
| Other fiduciary accounts, managed assets | $19,768,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $560,915,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,105,601,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $364,726,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $229,299,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,772,459,000 | 27 |
| Other retirement accounts, non-managed assets | $1,143,128,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $204,550,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | $1,376,599,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,322,000 | 63 |
| Other fiduciary accounts, non-managed assets | $518,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,852,203,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $99,733,000 | 46 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,088,559,000 | 61 |
| Managed Assets ($) | $5,678,278,000 | 58 |
| Personal trust and agency accounts, managed assets | $3,022,490,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,503,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $418,533,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $640,334,000 | 50 |
| Corporate trust and agency accounts, managed assets | $33,744,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $1,161,605,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $335,195,000 | 63 |
| Other fiduciary accounts, managed assets | $21,874,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $580,205,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $5,410,281,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $402,887,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $241,553,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,895,791,000 | 27 |
| Other retirement accounts, non-managed assets | $1,224,592,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $212,132,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $1,417,433,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,376,000 | 64 |
| Other fiduciary accounts, non-managed assets | $517,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,727,998,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $103,144,000 | 54 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,024,439,000 | 69 |
| Managed Assets ($) | $2,980,218,000 | 93 |
| Personal trust and agency accounts, managed assets | $852,140,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,623,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $409,823,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $502,394,000 | 62 |
| Corporate trust and agency accounts, managed assets | $471,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $860,159,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $291,966,000 | 65 |
| Other fiduciary accounts, managed assets | $21,642,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $447,933,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,044,221,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $300,309,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $216,549,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,814,872,000 | 27 |
| Other retirement accounts, non-managed assets | $955,651,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $148,528,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $1,592,337,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,461,000 | 55 |
| Other fiduciary accounts, non-managed assets | $514,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $251,420,000 | 146 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $71,302,000 | 56 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,827,264,000 | 69 |
| Managed Assets ($) | $2,970,554,000 | 95 |
| Personal trust and agency accounts, managed assets | $847,023,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,499,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $416,616,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $500,754,000 | 63 |
| Corporate trust and agency accounts, managed assets | $771,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $854,039,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | $285,914,000 | 67 |
| Other fiduciary accounts, managed assets | $20,938,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $445,526,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,856,710,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $300,358,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $222,956,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,824,644,000 | 27 |
| Other retirement accounts, non-managed assets | $957,406,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $137,879,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $1,393,151,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,805,000 | 56 |
| Other fiduciary accounts, non-managed assets | $511,000 | 62 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $264,715,000 | 149 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $76,124,000 | 60 |
| 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 | $7,593,533,000 | 68 |
| Managed Assets ($) | $2,824,769,000 | 95 |
| Personal trust and agency accounts, managed assets | $831,962,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,224,000 | 96 |
| Employee benefit-defined benefit accounts, managed assets | $408,974,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $420,482,000 | 68 |
| Corporate trust and agency accounts, managed assets | $771,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $818,261,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $277,948,000 | 67 |
| Other fiduciary accounts, managed assets | $20,147,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $420,482,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,768,764,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $277,427,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $212,928,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,731,827,000 | 27 |
| Other retirement accounts, non-managed assets | $976,388,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $146,650,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $1,404,006,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,025,000 | 54 |
| Other fiduciary accounts, non-managed assets | $513,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $265,146,000 | 142 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $75,358,000 | 57 |
| 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 | $7,503,462,000 | 69 |
| Managed Assets ($) | $2,736,328,000 | 97 |
| Personal trust and agency accounts, managed assets | $844,768,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,282,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $399,852,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $385,288,000 | 69 |
| Corporate trust and agency accounts, managed assets | $775,000 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $780,938,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | $259,405,000 | 66 |
| Other fiduciary accounts, managed assets | $20,020,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $385,288,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $4,767,134,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $281,189,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $200,206,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,736,769,000 | 27 |
| Other retirement accounts, non-managed assets | $1,004,322,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $138,853,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $1,387,102,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,186,000 | 61 |
| Other fiduciary accounts, non-managed assets | $507,000 | 72 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $256,682,000 | 154 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $75,512,000 | 65 |
| 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 | $6,917,775,000 | 69 |
| Managed Assets ($) | $2,478,369,000 | 98 |
| Personal trust and agency accounts, managed assets | $753,564,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,542,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $343,121,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $344,742,000 | 73 |
| Corporate trust and agency accounts, managed assets | $998,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $730,600,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | $244,397,000 | 64 |
| Other fiduciary accounts, managed assets | $19,405,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $344,742,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,439,406,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $274,349,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $208,083,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,591,768,000 | 27 |
| Other retirement accounts, non-managed assets | $841,768,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $152,366,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $1,350,918,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,657,000 | 52 |
| Other fiduciary accounts, non-managed assets | $497,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $220,535,000 | 143 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $64,372,000 | 60 |
| 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 | $6,701,699,000 | 69 |
| Managed Assets ($) | $2,411,961,000 | 99 |
| Personal trust and agency accounts, managed assets | $717,138,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $48,441,000 | 98 |
| Employee benefit-defined benefit accounts, managed assets | $335,818,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $325,541,000 | 75 |
| Corporate trust and agency accounts, managed assets | $1,009,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $726,638,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $238,369,000 | 63 |
| Other fiduciary accounts, managed assets | $19,007,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $325,541,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,289,738,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $285,731,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $195,743,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,490,416,000 | 28 |
| Other retirement accounts, non-managed assets | $822,070,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $166,810,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | $1,310,424,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,036,000 | 56 |
| Other fiduciary accounts, non-managed assets | $508,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $192,972,000 | 154 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $68,422,000 | 59 |
| 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 | $6,039,578,000 | 70 |
| Managed Assets ($) | $2,220,586,000 | 98 |
| Personal trust and agency accounts, managed assets | $661,005,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,226,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $306,840,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $291,382,000 | 75 |
| Corporate trust and agency accounts, managed assets | $1,285,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $674,879,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | $222,336,000 | 62 |
| Other fiduciary accounts, managed assets | $18,633,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $291,382,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,818,992,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $281,500,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $196,091,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,316,993,000 | 29 |
| Other retirement accounts, non-managed assets | $803,894,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $181,466,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $1,021,586,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,950,000 | 55 |
| Other fiduciary accounts, non-managed assets | $512,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $175,130,000 | 157 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $60,465,000 | 62 |
| 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 | $6,777,806,000 | 69 |
| Managed Assets ($) | $2,568,903,000 | 97 |
| Personal trust and agency accounts, managed assets | $777,486,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,706,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $359,181,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $338,810,000 | 75 |
| Corporate trust and agency accounts, managed assets | $2,068,000 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $770,981,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $247,330,000 | 63 |
| Other fiduciary accounts, managed assets | $19,341,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $338,810,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $4,208,903,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $278,597,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $212,701,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,478,950,000 | 28 |
| Other retirement accounts, non-managed assets | $873,870,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $285,777,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $1,059,868,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,631,000 | 63 |
| Other fiduciary accounts, non-managed assets | $509,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $202,928,000 | 174 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $83,257,000 | 60 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,890,984,000 | 73 |
| Managed Assets ($) | $2,448,791,000 | 98 |
| Personal trust and agency accounts, managed assets | $757,075,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $56,512,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $357,148,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $311,647,000 | 78 |
| Corporate trust and agency accounts, managed assets | $1,949,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $733,715,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $211,846,000 | 75 |
| Other fiduciary accounts, managed assets | $18,899,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $311,647,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,442,193,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $279,579,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $199,849,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,409,940,000 | 30 |
| Other retirement accounts, non-managed assets | $94,090,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $268,985,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $1,177,660,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,511,000 | 69 |
| Other fiduciary accounts, non-managed assets | $579,000 | 61 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $104,342,000 | 188 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $85,394,000 | 55 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,727,809,000 | 73 |
| Managed Assets ($) | $2,416,727,000 | 97 |
| Personal trust and agency accounts, managed assets | $766,063,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $56,757,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $368,066,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $284,398,000 | 80 |
| Corporate trust and agency accounts, managed assets | $1,963,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $722,504,000 | 105 |
| Foundation and endowment trust and agency accounts, managed assets | $198,651,000 | 73 |
| Other fiduciary accounts, managed assets | $18,325,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $284,398,000 | 72 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,311,082,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $282,662,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $208,337,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,356,826,000 | 30 |
| Other retirement accounts, non-managed assets | $115,398,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $193,624,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | $1,136,576,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,066,000 | 60 |
| Other fiduciary accounts, non-managed assets | $593,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $111,861,000 | 194 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $107,038,000 | 48 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,687,025,000 | 72 |
| Managed Assets ($) | $2,343,335,000 | 98 |
| Personal trust and agency accounts, managed assets | $764,074,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,015,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $381,547,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $215,750,000 | 94 |
| Corporate trust and agency accounts, managed assets | $1,864,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $729,420,000 | 105 |
| Foundation and endowment trust and agency accounts, managed assets | $177,908,000 | 76 |
| Other fiduciary accounts, managed assets | $17,757,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $215,740,000 | 87 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,343,690,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $278,470,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $216,078,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,299,714,000 | 30 |
| Other retirement accounts, non-managed assets | $179,072,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $202,575,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | $1,150,063,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,128,000 | 61 |
| Other fiduciary accounts, non-managed assets | $590,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $102,646,000 | 196 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $171,379,000 | 35 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,229,608,000 | 75 |
| Managed Assets ($) | $2,141,677,000 | 96 |
| Personal trust and agency accounts, managed assets | $725,755,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,218,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $360,570,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $189,720,000 | 101 |
| Corporate trust and agency accounts, managed assets | $2,528,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $620,890,000 | 105 |
| Foundation and endowment trust and agency accounts, managed assets | $171,768,000 | 74 |
| Other fiduciary accounts, managed assets | $17,228,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $189,718,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $3,087,931,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $274,230,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $172,021,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,195,534,000 | 30 |
| Other retirement accounts, non-managed assets | $179,286,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $162,247,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | $1,087,968,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,056,000 | 67 |
| Other fiduciary accounts, non-managed assets | $589,000 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $104,693,000 | 210 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $171,088,000 | 34 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,793,852,000 | 72 |
| Managed Assets ($) | $2,370,776,000 | 94 |
| Personal trust and agency accounts, managed assets | $871,913,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $56,243,000 | 96 |
| Employee benefit-defined benefit accounts, managed assets | $387,482,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $195,646,000 | 103 |
| Corporate trust and agency accounts, managed assets | $1,885,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $659,896,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $179,486,000 | 74 |
| Other fiduciary accounts, managed assets | $18,225,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $195,639,000 | 94 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,423,076,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $274,394,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $191,513,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,280,314,000 | 30 |
| Other retirement accounts, non-managed assets | $200,330,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $298,619,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $1,159,522,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,798,000 | 64 |
| Other fiduciary accounts, non-managed assets | $586,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $112,753,000 | 190 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $192,638,000 | 31 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,526,384,000 | 73 |
| Managed Assets ($) | $2,321,674,000 | 94 |
| Personal trust and agency accounts, managed assets | $932,167,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,346,000 | 98 |
| Employee benefit-defined benefit accounts, managed assets | $306,879,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $177,736,000 | 105 |
| Corporate trust and agency accounts, managed assets | $1,935,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $629,681,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | $202,103,000 | 69 |
| Other fiduciary accounts, managed assets | $17,827,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $177,724,000 | 95 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,204,710,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $275,070,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $183,671,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,215,910,000 | 31 |
| Other retirement accounts, non-managed assets | $205,430,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $156,245,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $1,152,866,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,929,000 | 66 |
| Other fiduciary accounts, non-managed assets | $589,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $106,843,000 | 192 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $197,012,000 | 31 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,444,640,000 | 74 |
| Managed Assets ($) | $2,254,259,000 | 97 |
| Personal trust and agency accounts, managed assets | $896,649,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $54,378,000 | 98 |
| Employee benefit-defined benefit accounts, managed assets | $305,743,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $174,740,000 | 105 |
| Corporate trust and agency accounts, managed assets | $1,853,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $605,578,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | $198,591,000 | 71 |
| Other fiduciary accounts, managed assets | $16,727,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $174,725,000 | 92 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,190,381,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $275,175,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $181,533,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,189,979,000 | 31 |
| Other retirement accounts, non-managed assets | $205,629,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $167,343,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $1,155,069,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,065,000 | 66 |
| Other fiduciary accounts, non-managed assets | $588,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $118,841,000 | 187 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $196,696,000 | 33 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,467,205,000 | 75 |
| Managed Assets ($) | $2,301,043,000 | 93 |
| Personal trust and agency accounts, managed assets | $934,134,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $54,512,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $308,989,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $175,325,000 | 103 |
| Corporate trust and agency accounts, managed assets | $2,935,000 | 75 |
| Investment management and investment advisory agency accounts, managed assets | $607,726,000 | 111 |
| Foundation and endowment trust and agency accounts, managed assets | $200,402,000 | 71 |
| Other fiduciary accounts, managed assets | $17,020,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $175,299,000 | 91 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $3,166,162,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $280,530,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $185,103,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,195,953,000 | 32 |
| Other retirement accounts, non-managed assets | $202,468,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $165,787,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $1,120,636,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,172,000 | 70 |
| Other fiduciary accounts, non-managed assets | $513,000 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $114,403,000 | 207 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $193,333,000 | 37 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,234,763,000 | 76 |
| Managed Assets ($) | $2,212,514,000 | 95 |
| Personal trust and agency accounts, managed assets | $899,011,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,800,000 | 98 |
| Employee benefit-defined benefit accounts, managed assets | $275,076,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $166,749,000 | 102 |
| Corporate trust and agency accounts, managed assets | $16,713,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $592,936,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $202,386,000 | 64 |
| Other fiduciary accounts, managed assets | $1,843,000 | 75 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $166,724,000 | 91 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,022,249,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $268,181,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $98,130,000 | 123 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,154,962,000 | 31 |
| Other retirement accounts, non-managed assets | $199,972,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $181,856,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | $1,103,846,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,801,000 | 68 |
| Other fiduciary accounts, non-managed assets | $501,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $117,458,000 | 191 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $190,105,000 | 35 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,080,202,000 | 74 |
| Managed Assets ($) | $2,157,379,000 | 95 |
| Personal trust and agency accounts, managed assets | $1,020,324,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $292,473,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $24,193,000 | 117 |
| Other employee benefit and retirement-related accounts, managed assets | $163,128,000 | 100 |
| Corporate trust and agency accounts, managed assets | $15,740,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $104,171,000 | 281 |
| Foundation and endowment trust and agency accounts, managed assets | $531,980,000 | 42 |
| Other fiduciary accounts, managed assets | $5,370,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $163,101,000 | 88 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,922,823,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $269,285,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $97,538,000 | 123 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,119,462,000 | 31 |
| Other retirement accounts, non-managed assets | $192,459,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $170,297,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $1,058,868,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,414,000 | 67 |
| Other fiduciary accounts, non-managed assets | $500,000 | 73 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $116,358,000 | 191 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $183,338,000 | 36 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,413,143,000 | 73 |
| Managed Assets ($) | $2,126,455,000 | 93 |
| Personal trust and agency accounts, managed assets | $1,016,456,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $294,751,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $24,292,000 | 117 |
| Other employee benefit and retirement-related accounts, managed assets | $153,621,000 | 99 |
| Corporate trust and agency accounts, managed assets | $15,116,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $99,766,000 | 283 |
| Foundation and endowment trust and agency accounts, managed assets | $517,167,000 | 43 |
| Other fiduciary accounts, managed assets | $5,286,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $153,595,000 | 88 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,286,688,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $268,031,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $601,030,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,069,706,000 | 31 |
| Other retirement accounts, non-managed assets | $187,101,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $177,149,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $968,946,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,220,000 | 69 |
| Other fiduciary accounts, non-managed assets | $505,000 | 79 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $198,591,000 | 152 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $177,177,000 | 35 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,252,627,000 | 74 |
| Managed Assets ($) | $2,089,875,000 | 91 |
| Personal trust and agency accounts, managed assets | $1,005,023,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $289,167,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $23,902,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $147,249,000 | 100 |
| Corporate trust and agency accounts, managed assets | $15,564,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $99,653,000 | 287 |
| Foundation and endowment trust and agency accounts, managed assets | $503,834,000 | 42 |
| Other fiduciary accounts, managed assets | $5,483,000 | 76 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $147,239,000 | 88 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $3,162,752,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $258,678,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $570,889,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,011,961,000 | 31 |
| Other retirement accounts, non-managed assets | $177,538,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $173,200,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $956,274,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,708,000 | 72 |
| Other fiduciary accounts, non-managed assets | $504,000 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $191,693,000 | 164 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $167,638,000 | 40 |
| 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 | $5,109,117,000 | 72 |
| Managed Assets ($) | $2,053,922,000 | 91 |
| Personal trust and agency accounts, managed assets | $992,495,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $299,477,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $23,999,000 | 117 |
| Other employee benefit and retirement-related accounts, managed assets | $148,038,000 | 98 |
| Corporate trust and agency accounts, managed assets | $14,757,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $100,947,000 | 272 |
| Foundation and endowment trust and agency accounts, managed assets | $462,220,000 | 43 |
| Other fiduciary accounts, managed assets | $11,989,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $147,552,000 | 87 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,055,195,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $263,613,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $546,351,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $986,093,000 | 31 |
| Other retirement accounts, non-managed assets | $171,969,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $141,476,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $931,466,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,738,000 | 70 |
| Other fiduciary accounts, non-managed assets | $489,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $200,294,000 | 151 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $162,932,000 | 36 |
| 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 | $5,097,666,000 | 74 |
| Managed Assets ($) | $2,010,821,000 | 92 |
| Personal trust and agency accounts, managed assets | $988,515,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $279,118,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $23,719,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $141,650,000 | 100 |
| Corporate trust and agency accounts, managed assets | $14,219,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $100,149,000 | 275 |
| Foundation and endowment trust and agency accounts, managed assets | $458,158,000 | 44 |
| Other fiduciary accounts, managed assets | $5,293,000 | 60 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $141,089,000 | 89 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,086,845,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $269,977,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $534,394,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $973,608,000 | 30 |
| Other retirement accounts, non-managed assets | $166,915,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $218,114,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $910,137,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,206,000 | 69 |
| Other fiduciary accounts, non-managed assets | $494,000 | 73 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $191,358,000 | 155 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $158,228,000 | 36 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,933,166,000 | 75 |
| Managed Assets ($) | $1,969,969,000 | 93 |
| Personal trust and agency accounts, managed assets | $962,182,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $276,133,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $22,537,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $139,198,000 | 100 |
| Corporate trust and agency accounts, managed assets | $13,645,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $95,138,000 | 274 |
| Foundation and endowment trust and agency accounts, managed assets | $455,076,000 | 43 |
| Other fiduciary accounts, managed assets | $6,060,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $138,532,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,963,197,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $265,664,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $492,948,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $939,900,000 | 31 |
| Other retirement accounts, non-managed assets | $161,625,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $187,645,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $901,766,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,151,000 | 69 |
| Other fiduciary accounts, non-managed assets | $498,000 | 73 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $208,736,000 | 145 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $159,093,000 | 36 |
| 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 | $4,580,429,000 | 75 |
| Managed Assets ($) | $1,958,593,000 | 92 |
| Personal trust and agency accounts, managed assets | $943,341,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $277,903,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $21,762,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $135,940,000 | 100 |
| Corporate trust and agency accounts, managed assets | $14,302,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $98,182,000 | 282 |
| Foundation and endowment trust and agency accounts, managed assets | $462,330,000 | 41 |
| Other fiduciary accounts, managed assets | $4,833,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $135,228,000 | 91 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $2,621,836,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $260,457,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $533,309,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $582,100,000 | 36 |
| Other retirement accounts, non-managed assets | $160,701,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $191,664,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $879,957,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,150,000 | 73 |
| Other fiduciary accounts, non-managed assets | $498,000 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $216,377,000 | 158 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $152,663,000 | 41 |
| 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 | $4,464,029,000 | 75 |
| Managed Assets ($) | $1,914,178,000 | 89 |
| Personal trust and agency accounts, managed assets | $911,528,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $279,153,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $21,487,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $131,670,000 | 104 |
| Corporate trust and agency accounts, managed assets | $13,814,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $95,637,000 | 269 |
| Foundation and endowment trust and agency accounts, managed assets | $459,218,000 | 40 |
| Other fiduciary accounts, managed assets | $1,671,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $131,306,000 | 91 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,549,851,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $269,721,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $512,318,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $568,414,000 | 34 |
| Other retirement accounts, non-managed assets | $156,694,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $163,134,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $866,249,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,828,000 | 69 |
| Other fiduciary accounts, non-managed assets | $493,000 | 77 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $203,289,000 | 150 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $148,775,000 | 41 |
| 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 | $4,695,417,000 | 76 |
| Managed Assets ($) | $2,157,794,000 | 86 |
| Personal trust and agency accounts, managed assets | $1,008,783,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $299,372,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $20,974,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $131,046,000 | 109 |
| Corporate trust and agency accounts, managed assets | $13,711,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $206,180,000 | 186 |
| Foundation and endowment trust and agency accounts, managed assets | $476,162,000 | 40 |
| Other fiduciary accounts, managed assets | $1,566,000 | 88 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $130,650,000 | 98 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,537,623,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $274,096,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $539,538,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $599,837,000 | 34 |
| Other retirement accounts, non-managed assets | $161,782,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $172,110,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | $776,092,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,670,000 | 70 |
| Other fiduciary accounts, non-managed assets | $498,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $211,225,000 | 155 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $154,093,000 | 42 |
| 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 | $4,733,864,000 | 75 |
| Managed Assets ($) | $2,222,978,000 | 84 |
| Personal trust and agency accounts, managed assets | $1,069,821,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $304,394,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $19,613,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $126,420,000 | 109 |
| Corporate trust and agency accounts, managed assets | $3,401,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $216,970,000 | 181 |
| Foundation and endowment trust and agency accounts, managed assets | $481,020,000 | 39 |
| Other fiduciary accounts, managed assets | $1,339,000 | 90 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $125,902,000 | 99 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,510,886,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $269,126,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $526,887,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $598,966,000 | 34 |
| Other retirement accounts, non-managed assets | $163,866,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $167,555,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | $770,006,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,973,000 | 70 |
| Other fiduciary accounts, non-managed assets | $507,000 | 77 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $218,843,000 | 151 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $156,265,000 | 42 |
| 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 | $4,668,273,000 | 75 |
| Managed Assets ($) | $2,205,985,000 | 84 |
| Personal trust and agency accounts, managed assets | $1,074,928,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $300,250,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $19,162,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $119,858,000 | 112 |
| Corporate trust and agency accounts, managed assets | $4,355,000 | 73 |
| Investment management and investment advisory agency accounts, managed assets | $196,404,000 | 188 |
| Foundation and endowment trust and agency accounts, managed assets | $489,052,000 | 38 |
| Other fiduciary accounts, managed assets | $1,976,000 | 118 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $119,280,000 | 100 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $2,462,288,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $264,568,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $510,958,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $588,751,000 | 34 |
| Other retirement accounts, non-managed assets | $167,880,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $163,481,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | $752,198,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,938,000 | 74 |
| Other fiduciary accounts, non-managed assets | $514,000 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $509,536,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $160,552,000 | 44 |
| 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 | $4,636,591,000 | 74 |
| Managed Assets ($) | $2,187,098,000 | 85 |
| Personal trust and agency accounts, managed assets | $1,085,745,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $302,900,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $12,663,000 | 144 |
| Other employee benefit and retirement-related accounts, managed assets | $117,319,000 | 112 |
| Corporate trust and agency accounts, managed assets | $2,510,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $187,588,000 | 193 |
| Foundation and endowment trust and agency accounts, managed assets | $476,861,000 | 38 |
| Other fiduciary accounts, managed assets | $1,512,000 | 85 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $116,726,000 | 100 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,449,493,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $267,506,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $505,139,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $571,803,000 | 36 |
| Other retirement accounts, non-managed assets | $166,360,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $166,633,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | $762,506,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,049,000 | 81 |
| Other fiduciary accounts, non-managed assets | $497,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $512,326,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $159,150,000 | 43 |
| 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 | $4,553,954,000 | 73 |
| Managed Assets ($) | $2,233,498,000 | 84 |
| Personal trust and agency accounts, managed assets | $1,110,649,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $305,878,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $12,504,000 | 143 |
| Other employee benefit and retirement-related accounts, managed assets | $115,038,000 | 110 |
| Corporate trust and agency accounts, managed assets | $2,554,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $189,059,000 | 192 |
| Foundation and endowment trust and agency accounts, managed assets | $496,324,000 | 36 |
| Other fiduciary accounts, managed assets | $1,492,000 | 83 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $114,690,000 | 99 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,320,456,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $83,910,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $521,063,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $575,512,000 | 36 |
| Other retirement accounts, non-managed assets | $172,093,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $185,264,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $772,818,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,291,000 | 80 |
| Other fiduciary accounts, non-managed assets | $505,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $525,756,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $164,910,000 | 44 |
| 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 | $4,398,280,000 | 75 |
| Managed Assets ($) | $2,176,203,000 | 84 |
| Personal trust and agency accounts, managed assets | $1,072,123,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $299,645,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $10,448,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $113,899,000 | 107 |
| Corporate trust and agency accounts, managed assets | $2,738,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $190,338,000 | 191 |
| Foundation and endowment trust and agency accounts, managed assets | $482,209,000 | 35 |
| Other fiduciary accounts, managed assets | $4,803,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $113,358,000 | 96 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,222,077,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $78,648,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $504,316,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $522,643,000 | 37 |
| Other retirement accounts, non-managed assets | $168,390,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $197,519,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $740,831,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,214,000 | 78 |
| Other fiduciary accounts, non-managed assets | $516,000 | 77 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $525,384,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $161,772,000 | 45 |
| 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 | $4,361,415,000 | 76 |
| Managed Assets ($) | $2,130,886,000 | 86 |
| Personal trust and agency accounts, managed assets | $1,061,200,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $296,160,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $11,026,000 | 165 |
| Other employee benefit and retirement-related accounts, managed assets | $111,091,000 | 108 |
| Corporate trust and agency accounts, managed assets | $4,650,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $186,300,000 | 192 |
| Foundation and endowment trust and agency accounts, managed assets | $457,948,000 | 37 |
| Other fiduciary accounts, managed assets | $2,511,000 | 107 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $110,629,000 | 96 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $2,230,529,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $76,250,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $514,279,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $542,947,000 | 37 |
| Other retirement accounts, non-managed assets | $159,719,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $197,193,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $730,591,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,041,000 | 80 |
| Other fiduciary accounts, non-managed assets | $509,000 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $542,240,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $154,011,000 | 46 |
| 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 | $4,330,329,000 | 76 |
| Managed Assets ($) | $2,074,787,000 | 83 |
| Personal trust and agency accounts, managed assets | $1,034,261,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $289,546,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $10,310,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $106,648,000 | 106 |
| Corporate trust and agency accounts, managed assets | $3,000,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $190,164,000 | 183 |
| Foundation and endowment trust and agency accounts, managed assets | $438,364,000 | 37 |
| Other fiduciary accounts, managed assets | $2,494,000 | 76 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $106,097,000 | 95 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,255,542,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $73,365,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $485,989,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $539,063,000 | 38 |
| Other retirement accounts, non-managed assets | $153,788,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $265,323,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $728,819,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,698,000 | 76 |
| Other fiduciary accounts, non-managed assets | $497,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $516,199,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $147,939,000 | 46 |
| 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 | $4,223,068,000 | 76 |
| Managed Assets ($) | $2,133,240,000 | 81 |
| Personal trust and agency accounts, managed assets | $1,024,902,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $311,555,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $9,958,000 | 145 |
| Other employee benefit and retirement-related accounts, managed assets | $101,122,000 | 106 |
| Corporate trust and agency accounts, managed assets | $3,089,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $255,315,000 | 151 |
| Foundation and endowment trust and agency accounts, managed assets | $425,813,000 | 37 |
| Other fiduciary accounts, managed assets | $1,486,000 | 79 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $100,637,000 | 94 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,089,828,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $76,048,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $477,204,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $493,849,000 | 38 |
| Other retirement accounts, non-managed assets | $145,369,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $274,352,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $614,102,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,399,000 | 75 |
| Other fiduciary accounts, non-managed assets | $505,000 | 73 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $580,480,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $140,043,000 | 49 |
| 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 | $4,305,382,000 | 73 |
| Managed Assets ($) | $2,215,034,000 | 79 |
| Personal trust and agency accounts, managed assets | $1,095,359,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $321,234,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $8,550,000 | 155 |
| Other employee benefit and retirement-related accounts, managed assets | $99,005,000 | 108 |
| Corporate trust and agency accounts, managed assets | $2,890,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $255,174,000 | 152 |
| Foundation and endowment trust and agency accounts, managed assets | $431,321,000 | 35 |
| Other fiduciary accounts, managed assets | $1,501,000 | 81 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $98,365,000 | 99 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,090,348,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $77,523,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $470,003,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $490,378,000 | 40 |
| Other retirement accounts, non-managed assets | $141,313,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $275,987,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $626,149,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,484,000 | 74 |
| Other fiduciary accounts, non-managed assets | $511,000 | 77 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $522,895,000 | 105 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $136,283,000 | 48 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,232,424,000 | 71 |
| Managed Assets ($) | $2,115,253,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,057,114,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $317,777,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $8,419,000 | 186 |
| Other employee benefit and retirement-related accounts, managed assets | $93,553,000 | 106 |
| Corporate trust and agency accounts, managed assets | $4,534,000 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $234,579,000 | 156 |
| Foundation and endowment trust and agency accounts, managed assets | $397,747,000 | 36 |
| Other fiduciary accounts, managed assets | $1,530,000 | 112 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $93,061,000 | 95 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $2,117,171,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $75,834,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $440,787,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $463,005,000 | 40 |
| Other retirement accounts, non-managed assets | $137,907,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $358,657,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $632,470,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,004,000 | 79 |
| Other fiduciary accounts, non-managed assets | $507,000 | 112 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $502,359,000 | 110 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $133,190,000 | 47 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,211,025,000 | 70 |
| Managed Assets ($) | $2,062,634,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,008,147,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $330,866,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $8,353,000 | 158 |
| Other employee benefit and retirement-related accounts, managed assets | $88,601,000 | 116 |
| Corporate trust and agency accounts, managed assets | $2,866,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $220,595,000 | 159 |
| Foundation and endowment trust and agency accounts, managed assets | $401,560,000 | 33 |
| Other fiduciary accounts, managed assets | $1,646,000 | 75 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $87,832,000 | 102 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,148,391,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $72,940,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $436,466,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $450,332,000 | 41 |
| Other retirement accounts, non-managed assets | $137,935,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $403,761,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | $638,347,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,119,000 | 73 |
| Other fiduciary accounts, non-managed assets | $491,000 | 73 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $461,207,000 | 107 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $133,468,000 | 44 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,221,783,000 | 71 |
| Managed Assets ($) | $2,133,560,000 | 77 |
| Personal trust and agency accounts, managed assets | $1,104,375,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $323,007,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $8,207,000 | 158 |
| Other employee benefit and retirement-related accounts, managed assets | $86,602,000 | 113 |
| Corporate trust and agency accounts, managed assets | $3,101,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $209,705,000 | 158 |
| Foundation and endowment trust and agency accounts, managed assets | $396,125,000 | 32 |
| Other fiduciary accounts, managed assets | $2,438,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $86,053,000 | 100 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,088,223,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $70,452,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $424,304,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $426,601,000 | 41 |
| Other retirement accounts, non-managed assets | $134,019,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $400,411,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | $624,068,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,872,000 | 74 |
| Other fiduciary accounts, non-managed assets | $496,000 | 73 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $454,379,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $129,923,000 | 43 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,169,443,000 | 71 |
| Managed Assets ($) | $2,200,957,000 | 74 |
| Personal trust and agency accounts, managed assets | $1,149,381,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $325,623,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $7,791,000 | 159 |
| Other employee benefit and retirement-related accounts, managed assets | $86,843,000 | 112 |
| Corporate trust and agency accounts, managed assets | $7,456,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $206,977,000 | 162 |
| Foundation and endowment trust and agency accounts, managed assets | $414,469,000 | 32 |
| Other fiduciary accounts, managed assets | $2,417,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $86,006,000 | 97 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,968,486,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $70,196,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $418,922,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $430,259,000 | 41 |
| Other retirement accounts, non-managed assets | $137,984,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $293,161,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $609,250,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,211,000 | 71 |
| Other fiduciary accounts, non-managed assets | $503,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $467,927,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $134,188,000 | 41 |
| 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 | $3,867,063,000 | 71 |
| Managed Assets ($) | $2,109,948,000 | 74 |
| Personal trust and agency accounts, managed assets | $1,117,507,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $312,817,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $7,904,000 | 187 |
| Other employee benefit and retirement-related accounts, managed assets | $82,619,000 | 109 |
| Corporate trust and agency accounts, managed assets | $5,572,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $189,493,000 | 165 |
| Foundation and endowment trust and agency accounts, managed assets | $389,620,000 | 33 |
| Other fiduciary accounts, managed assets | $4,416,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $81,811,000 | 98 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $1,757,115,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $37,833,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $376,248,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $352,827,000 | 41 |
| Other retirement accounts, non-managed assets | $129,200,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $266,473,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $586,474,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,557,000 | 76 |
| Other fiduciary accounts, non-managed assets | $503,000 | 119 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $449,467,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $125,900,000 | 42 |
| 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 | $3,753,790,000 | 73 |
| Managed Assets ($) | $1,997,801,000 | 78 |
| Personal trust and agency accounts, managed assets | $1,037,215,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $298,728,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $8,689,000 | 151 |
| Other employee benefit and retirement-related accounts, managed assets | $80,803,000 | 110 |
| Corporate trust and agency accounts, managed assets | $3,194,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $200,387,000 | 155 |
| Foundation and endowment trust and agency accounts, managed assets | $364,770,000 | 35 |
| Other fiduciary accounts, managed assets | $4,015,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $80,152,000 | 95 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,755,989,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $36,253,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $344,685,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $333,357,000 | 43 |
| Other retirement accounts, non-managed assets | $121,564,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $322,240,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | $590,237,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,158,000 | 73 |
| Other fiduciary accounts, non-managed assets | $495,000 | 75 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $434,822,000 | 107 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $118,665,000 | 42 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,105,898,000 | 74 |
| Managed Assets ($) | $2,191,625,000 | 79 |
| Personal trust and agency accounts, managed assets | $1,220,905,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $316,465,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $7,975,000 | 161 |
| Other employee benefit and retirement-related accounts, managed assets | $87,855,000 | 112 |
| Corporate trust and agency accounts, managed assets | $2,462,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $178,788,000 | 176 |
| Foundation and endowment trust and agency accounts, managed assets | $373,471,000 | 33 |
| Other fiduciary accounts, managed assets | $3,704,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $86,946,000 | 98 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,914,273,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $40,663,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $395,035,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $373,857,000 | 44 |
| Other retirement accounts, non-managed assets | $127,914,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $355,671,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | $612,407,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,222,000 | 70 |
| Other fiduciary accounts, non-managed assets | $504,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $468,108,000 | 107 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $125,355,000 | 39 |
| 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 | $4,169,337,000 | 73 |
| Managed Assets ($) | $2,218,110,000 | 76 |
| Personal trust and agency accounts, managed assets | $1,286,283,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $316,079,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $7,835,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $88,278,000 | 108 |
| Corporate trust and agency accounts, managed assets | $2,732,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $157,743,000 | 190 |
| Foundation and endowment trust and agency accounts, managed assets | $356,531,000 | 34 |
| Other fiduciary accounts, managed assets | $2,629,000 | 66 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $85,752,000 | 93 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,951,227,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $40,589,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $405,219,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $367,941,000 | 44 |
| Other retirement accounts, non-managed assets | $124,646,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $387,230,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | $615,460,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,643,000 | 69 |
| Other fiduciary accounts, non-managed assets | $499,000 | 77 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $496,155,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $124,646,000 | 40 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,008,664,000 | 75 |
| Managed Assets ($) | $2,101,015,000 | 78 |
| Personal trust and agency accounts, managed assets | $1,159,816,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,408,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $267,202,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $85,344,000 | 109 |
| Corporate trust and agency accounts, managed assets | $4,336,000 | 80 |
| Investment management and investment advisory agency accounts, managed assets | $390,083,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $134,905,000 | 57 |
| Other fiduciary accounts, managed assets | $3,921,000 | 81 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $83,061,000 | 95 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $1,907,649,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $40,609,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $365,613,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $350,198,000 | 44 |
| Other retirement accounts, non-managed assets | $121,337,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $437,513,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $582,593,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,290,000 | 78 |
| Other fiduciary accounts, non-managed assets | $496,000 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $489,366,000 | 115 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $121,377,000 | 44 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,784,320,000 | 75 |
| Managed Assets ($) | $1,953,496,000 | 78 |
| Personal trust and agency accounts, managed assets | $1,047,756,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $48,092,000 | 114 |
| Employee benefit-defined benefit accounts, managed assets | $252,790,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $83,070,000 | 108 |
| Corporate trust and agency accounts, managed assets | $2,382,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $382,853,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $132,657,000 | 59 |
| Other fiduciary accounts, managed assets | $3,896,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $80,993,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,830,824,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $36,281,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $382,859,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $325,599,000 | 44 |
| Other retirement accounts, non-managed assets | $115,690,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $401,600,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | $559,427,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,874,000 | 69 |
| Other fiduciary accounts, non-managed assets | $494,000 | 77 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $460,086,000 | 110 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $115,690,000 | 40 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,659,024,000 | 75 |
| Managed Assets ($) | $1,803,588,000 | 81 |
| Personal trust and agency accounts, managed assets | $934,316,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,828,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $243,734,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $74,283,000 | 109 |
| Corporate trust and agency accounts, managed assets | $3,090,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $379,988,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | $118,476,000 | 58 |
| Other fiduciary accounts, managed assets | $3,873,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $72,711,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,855,436,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $33,234,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $406,947,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $298,683,000 | 43 |
| Other retirement accounts, non-managed assets | $110,497,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $458,224,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $539,095,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,249,000 | 68 |
| Other fiduciary accounts, non-managed assets | $507,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $438,309,000 | 112 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $110,497,000 | 39 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,812,476,000 | 74 |
| Managed Assets ($) | $1,889,520,000 | 79 |
| Personal trust and agency accounts, managed assets | $995,083,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,414,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $255,008,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $72,345,000 | 112 |
| Corporate trust and agency accounts, managed assets | $3,112,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $386,370,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | $121,298,000 | 58 |
| Other fiduciary accounts, managed assets | $3,890,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $70,253,000 | 93 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,922,956,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $39,349,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $443,514,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $318,042,000 | 43 |
| Other retirement accounts, non-managed assets | $115,825,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $471,250,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | $525,423,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,043,000 | 71 |
| Other fiduciary accounts, non-managed assets | $510,000 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $415,510,000 | 115 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $115,825,000 | 38 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,644,250,000 | 77 |
| Managed Assets ($) | $1,804,826,000 | 84 |
| Personal trust and agency accounts, managed assets | $1,041,320,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,130,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $238,947,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $71,350,000 | 110 |
| Corporate trust and agency accounts, managed assets | $4,987,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $391,092,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 453 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $66,152,000 | 100 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $1,839,424,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $42,135,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $376,805,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $303,638,000 | 44 |
| Other retirement accounts, non-managed assets | $170,888,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $419,998,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $525,960,000 | 7 |
| 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 | $421,826,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $114,383,000 | 44 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,583,076,000 | 78 |
| Managed Assets ($) | $2,252,191,000 | 69 |
| Personal trust and agency accounts, managed assets | $980,921,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,388,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $230,785,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $60,485,000 | 127 |
| Corporate trust and agency accounts, managed assets | $6,084,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $922,528,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,330,885,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $40,472,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $380,019,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $288,150,000 | 45 |
| Other retirement accounts, non-managed assets | $164,908,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $457,336,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $415,801,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,403,173,000 | 79 |
| Managed Assets ($) | $2,082,415,000 | 70 |
| Personal trust and agency accounts, managed assets | $937,758,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,158,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $210,720,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $54,184,000 | 130 |
| Corporate trust and agency accounts, managed assets | $6,403,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $826,192,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,320,758,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $36,764,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $329,425,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $248,683,000 | 46 |
| Other retirement accounts, non-managed assets | $150,241,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $555,645,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $420,828,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,144,420,000 | 81 |
| Managed Assets ($) | $1,893,409,000 | 74 |
| Personal trust and agency accounts, managed assets | $859,172,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,122,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $155,772,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $49,332,000 | 130 |
| Corporate trust and agency accounts, managed assets | $8,261,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $773,750,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,251,011,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $32,477,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $309,424,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $222,949,000 | 46 |
| Other retirement accounts, non-managed assets | $135,665,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $550,496,000 | 40 |
| 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 | $384,700,000 | 127 |
| 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 | $3,184,895,000 | 84 |
| Managed Assets ($) | $1,905,115,000 | 79 |
| Personal trust and agency accounts, managed assets | $866,071,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,945,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $163,932,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $51,509,000 | 134 |
| Corporate trust and agency accounts, managed assets | $7,811,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $763,847,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,279,780,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $33,799,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $330,982,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $228,927,000 | 49 |
| Other retirement accounts, non-managed assets | $133,609,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $552,463,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $417,814,000 | 125 |
| 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 | $3,471,496,000 | 84 |
| Managed Assets ($) | $2,082,339,000 | 79 |
| Personal trust and agency accounts, managed assets | $1,043,959,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,540,000 | 102 |
| Employee benefit-defined benefit accounts, managed assets | $163,836,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $55,192,000 | 138 |
| Corporate trust and agency accounts, managed assets | $7,525,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $753,287,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,389,157,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $35,655,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $379,595,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $257,759,000 | 50 |
| Other retirement accounts, non-managed assets | $150,585,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $565,563,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $464,032,000 | 127 |
| 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 | $3,664,406,000 | 88 |
| Managed Assets ($) | $2,361,449,000 | 78 |
| Personal trust and agency accounts, managed assets | $1,311,716,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $63,088,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $176,940,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $59,521,000 | 143 |
| Corporate trust and agency accounts, managed assets | $8,042,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $742,142,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,302,957,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $39,377,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $362,637,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $278,169,000 | 51 |
| Other retirement accounts, non-managed assets | $160,695,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $462,079,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $501,362,000 | 123 |
| 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 | $3,555,100,000 | 92 |
| Managed Assets ($) | $2,253,355,000 | 81 |
| Personal trust and agency accounts, managed assets | $1,217,054,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $63,887,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $178,303,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $61,519,000 | 140 |
| Corporate trust and agency accounts, managed assets | $11,183,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $721,409,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,301,745,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $34,745,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $354,114,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $277,043,000 | 52 |
| Other retirement accounts, non-managed assets | $160,347,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $475,496,000 | 43 |
| 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 | $509,960,000 | 128 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,620,288,000 | 89 |
| Managed Assets ($) | $2,284,427,000 | 81 |
| Personal trust and agency accounts, managed assets | $1,247,894,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $68,195,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $184,657,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $65,489,000 | 133 |
| Corporate trust and agency accounts, managed assets | $8,427,000 | 72 |
| Investment management and investment advisory agency accounts, managed assets | $709,765,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,335,861,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $34,261,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $374,041,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $288,798,000 | 53 |
| Other retirement accounts, non-managed assets | $162,506,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $476,255,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $489,409,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,597,634,000 | 90 |
| Managed Assets ($) | $2,234,936,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,157,579,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $73,520,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $225,177,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $64,745,000 | 134 |
| Corporate trust and agency accounts, managed assets | $6,582,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $707,333,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,362,698,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $35,992,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $430,482,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $251,416,000 | 56 |
| Other retirement accounts, non-managed assets | $169,632,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $475,176,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $504,119,000 | 129 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,540,810,000 | 93 |
| Managed Assets ($) | $2,170,893,000 | 81 |
| Personal trust and agency accounts, managed assets | $1,103,916,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $71,048,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $221,980,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $63,637,000 | 132 |
| Corporate trust and agency accounts, managed assets | $7,787,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $702,525,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,369,917,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $32,709,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $466,383,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $246,976,000 | 59 |
| Other retirement accounts, non-managed assets | $167,140,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $456,709,000 | 46 |
| 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 | $464,958,000 | 138 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,392,670,000 | 91 |
| Managed Assets ($) | $2,042,016,000 | 82 |
| Personal trust and agency accounts, managed assets | $1,049,407,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $64,719,000 | 116 |
| Employee benefit-defined benefit accounts, managed assets | $174,041,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $62,062,000 | 127 |
| Corporate trust and agency accounts, managed assets | $5,576,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $686,211,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,350,654,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $37,914,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $448,749,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $235,123,000 | 58 |
| Other retirement accounts, non-managed assets | $158,861,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $470,007,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $439,482,000 | 139 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,346,978,000 | 91 |
| Managed Assets ($) | $2,001,193,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,033,210,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $64,180,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $171,003,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $65,706,000 | 116 |
| Corporate trust and agency accounts, managed assets | $8,425,000 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $658,669,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,345,785,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $41,177,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $463,866,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $227,666,000 | 58 |
| Other retirement accounts, non-managed assets | $154,905,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $458,171,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $373,387,000 | 152 |
| 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 | $3,270,581,000 | 95 |
| Managed Assets ($) | $1,920,011,000 | 86 |
| Personal trust and agency accounts, managed assets | $987,325,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $63,054,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $162,102,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $62,995,000 | 120 |
| Corporate trust and agency accounts, managed assets | $5,890,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $638,645,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,350,570,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $42,266,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $463,256,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $215,761,000 | 64 |
| Other retirement accounts, non-managed assets | $149,185,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $480,102,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $364,944,000 | 148 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,186,591,000 | 101 |
| Managed Assets ($) | $1,943,697,000 | 89 |
| Personal trust and agency accounts, managed assets | $1,029,051,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,212,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $147,982,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $57,231,000 | 132 |
| Corporate trust and agency accounts, managed assets | $9,779,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $637,442,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,242,894,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $42,737,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $447,803,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $204,514,000 | 68 |
| Other retirement accounts, non-managed assets | $146,432,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $401,408,000 | 55 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $364,999,000 | 151 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,243,913,000 | 100 |
| Managed Assets ($) | $2,008,049,000 | 87 |
| Personal trust and agency accounts, managed assets | $1,078,636,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,176,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $149,692,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $56,457,000 | 131 |
| Corporate trust and agency accounts, managed assets | $12,292,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $648,796,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,235,864,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $46,633,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $430,463,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $204,890,000 | 68 |
| Other retirement accounts, non-managed assets | $148,145,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $405,733,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $357,365,000 | 152 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,174,689,000 | 98 |
| Managed Assets ($) | $1,983,970,000 | 86 |
| Personal trust and agency accounts, managed assets | $1,110,050,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $59,159,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $144,735,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $54,633,000 | 130 |
| Corporate trust and agency accounts, managed assets | $13,576,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $601,817,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,190,719,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $47,827,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $405,148,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $196,147,000 | 68 |
| Other retirement accounts, non-managed assets | $141,571,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $400,026,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $338,244,000 | 155 |
| 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 | $3,114,374,000 | 99 |
| Managed Assets ($) | $1,907,639,000 | 90 |
| Personal trust and agency accounts, managed assets | $1,067,008,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,972,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $131,117,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $54,063,000 | 125 |
| Corporate trust and agency accounts, managed assets | $7,992,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $589,487,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,206,735,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $47,415,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $426,313,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $191,025,000 | 68 |
| Other retirement accounts, non-managed assets | $127,463,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $414,519,000 | 52 |
| 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 | $343,928,000 | 146 |
| 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 | $3,138,314,000 | 96 |
| Managed Assets ($) | $1,909,186,000 | 86 |
| Personal trust and agency accounts, managed assets | $1,083,239,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $59,976,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $120,162,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $54,945,000 | 119 |
| Corporate trust and agency accounts, managed assets | $10,926,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $579,938,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,229,128,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $46,406,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $417,397,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $186,455,000 | 65 |
| Other retirement accounts, non-managed assets | $124,422,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $454,448,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $347,633,000 | 146 |
| 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 | $3,018,363,000 | 103 |
| Managed Assets ($) | $1,861,545,000 | 92 |
| Personal trust and agency accounts, managed assets | $1,059,043,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,104,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $118,606,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $59,520,000 | 111 |
| Corporate trust and agency accounts, managed assets | $5,533,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $560,739,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,156,818,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $41,105,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $395,341,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $181,576,000 | 69 |
| Other retirement accounts, non-managed assets | $103,351,000 | 61 |
| Corporate trust and agency accounts, non-managed assets | $435,445,000 | 54 |
| 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 | $342,999,000 | 147 |
| 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 | $2,926,209,000 | 108 |
| Managed Assets ($) | $1,765,978,000 | 95 |
| Personal trust and agency accounts, managed assets | $985,817,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $59,405,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $102,160,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $59,041,000 | 111 |
| Corporate trust and agency accounts, managed assets | $6,986,000 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $552,569,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,160,231,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $31,927,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $395,771,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $199,971,000 | 64 |
| Other retirement accounts, non-managed assets | $104,835,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $427,727,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $318,329,000 | 162 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,900,431,000 | 107 |
| Managed Assets ($) | $1,765,432,000 | 93 |
| Personal trust and agency accounts, managed assets | $999,190,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $56,685,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $96,395,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $59,976,000 | 106 |
| Corporate trust and agency accounts, managed assets | $5,494,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $547,692,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,134,999,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $30,481,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $366,432,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $183,265,000 | 67 |
| Other retirement accounts, non-managed assets | $101,445,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $453,376,000 | 54 |
| 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 | $321,760,000 | 159 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,832,881,000 | 110 |
| Managed Assets ($) | $1,641,102,000 | 96 |
| Personal trust and agency accounts, managed assets | $900,989,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,312,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $85,436,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $58,252,000 | 105 |
| Corporate trust and agency accounts, managed assets | $6,273,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $534,840,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,191,779,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $30,648,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $364,577,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $184,443,000 | 68 |
| Other retirement accounts, non-managed assets | $101,897,000 | 61 |
| Corporate trust and agency accounts, non-managed assets | $510,214,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $350,534,000 | 157 |
| 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 | $2,808,527,000 | 110 |
| Managed Assets ($) | $1,594,315,000 | 99 |
| Personal trust and agency accounts, managed assets | $850,489,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,388,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $85,386,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $64,193,000 | 98 |
| Corporate trust and agency accounts, managed assets | $6,342,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $532,517,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,214,212,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $29,718,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $361,247,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $181,428,000 | 69 |
| Other retirement accounts, non-managed assets | $103,285,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $538,534,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $366,993,000 | 155 |
| 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 | $2,752,648,000 | 114 |
| Managed Assets ($) | $1,579,184,000 | 103 |
| Personal trust and agency accounts, managed assets | $845,546,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $60,442,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $85,097,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $58,563,000 | 109 |
| Corporate trust and agency accounts, managed assets | $8,918,000 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $520,618,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,173,464,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $28,780,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $367,539,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $137,560,000 | 76 |
| Other retirement accounts, non-managed assets | $105,147,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $534,438,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $348,111,000 | 166 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,622,988,000 | 118 |
| Managed Assets ($) | $1,516,880,000 | 106 |
| Personal trust and agency accounts, managed assets | $800,587,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,611,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $77,335,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $59,610,000 | 107 |
| Corporate trust and agency accounts, managed assets | $6,932,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $514,805,000 | 92 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,106,108,000 | 117 |
| Personal trust and agency accounts, non-managed assets | $24,855,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $340,208,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $113,152,000 | 82 |
| Other retirement accounts, non-managed assets | $101,473,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $526,420,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $351,850,000 | 167 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,568,365,000 | 122 |
| Managed Assets ($) | $1,481,809,000 | 105 |
| Personal trust and agency accounts, managed assets | $765,753,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,964,000 | 136 |
| Employee benefit-defined benefit accounts, managed assets | $80,866,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $58,036,000 | 105 |
| Corporate trust and agency accounts, managed assets | $7,382,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $516,808,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,086,556,000 | 117 |
| Personal trust and agency accounts, non-managed assets | $23,091,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $325,922,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $104,321,000 | 84 |
| Other retirement accounts, non-managed assets | $99,218,000 | 70 |
| Corporate trust and agency accounts, non-managed assets | $534,004,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $348,308,000 | 168 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,417,574,000 | 123 |
| Managed Assets ($) | $1,396,624,000 | 110 |
| Personal trust and agency accounts, managed assets | $700,532,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $48,592,000 | 145 |
| Employee benefit-defined benefit accounts, managed assets | $74,898,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $59,591,000 | 104 |
| Corporate trust and agency accounts, managed assets | $7,264,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $505,747,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,020,950,000 | 118 |
| Personal trust and agency accounts, non-managed assets | $19,296,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $274,254,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $89,844,000 | 90 |
| Other retirement accounts, non-managed assets | $92,835,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $544,721,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $332,288,000 | 173 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,421,358,000 | 122 |
| Managed Assets ($) | $1,403,160,000 | 112 |
| Personal trust and agency accounts, managed assets | $699,494,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,036,000 | 141 |
| Employee benefit-defined benefit accounts, managed assets | $76,882,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $57,841,000 | 107 |
| Corporate trust and agency accounts, managed assets | $9,235,000 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $501,672,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,018,198,000 | 119 |
| Personal trust and agency accounts, non-managed assets | $23,044,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $256,565,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $89,076,000 | 90 |
| Other retirement accounts, non-managed assets | $93,952,000 | 70 |
| Corporate trust and agency accounts, non-managed assets | $555,561,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $155,758,000 | 233 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,254,759,000 | 116 |
| Managed Assets ($) | $1,479,230,000 | 104 |
| Personal trust and agency accounts, managed assets | $678,463,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $197,120,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $87,051,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $61,841,000 | 108 |
| Corporate trust and agency accounts, managed assets | $10,057,000 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $444,698,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $775,529,000 | 122 |
| Personal trust and agency accounts, non-managed assets | $32,054,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $114,070,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $91,294,000 | 82 |
| Other retirement accounts, non-managed assets | $80,025,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $458,086,000 | 74 |
| 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 | $191,162,000 | 203 |
| 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 |