Home > Citizens Bank > Total Fiduciary and Related Assets
Citizens 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 | $3,616,135,000 | 131 |
| Managed Assets ($) | $3,332,516,000 | 98 |
| Personal trust and agency accounts, managed assets | $640,650,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $229,729,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $23,842,000 | 113 |
| Other employee benefit and retirement-related accounts, managed assets | $157,081,000 | 146 |
| Corporate trust and agency accounts, managed assets | $14,408,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $2,028,872,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $237,934,000 | 84 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $154,409,000 | 148 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $283,619,000 | 187 |
| Personal trust and agency accounts, non-managed assets | $16,316,000 | 260 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $103,918,000 | 130 |
| Employee benefit-defined benefit accounts, non-managed Assets | $95,637,000 | 55 |
| Other retirement accounts, non-managed assets | $39,283,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $8,642,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $2,050,000 | 226 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,773,000 | 73 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,022,968,000 | 90 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 42 |
| Individual retirement,health savings and similar accounts, non-managed | $630,000 | 545 |
| 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 | $3,421,161,000 | 133 |
| Managed Assets ($) | $3,131,740,000 | 102 |
| Personal trust and agency accounts, managed assets | $563,763,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $206,141,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $22,240,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $148,062,000 | 139 |
| Corporate trust and agency accounts, managed assets | $7,558,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $1,957,737,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $226,239,000 | 85 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $145,622,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $289,421,000 | 175 |
| Personal trust and agency accounts, non-managed assets | $27,334,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $109,220,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $89,212,000 | 53 |
| Other retirement accounts, non-managed assets | $36,721,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $8,377,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | $2,021,000 | 152 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,536,000 | 69 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,269,596,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | $1,062,000 | 280 |
| 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 | $3,521,611,000 | 128 |
| Managed Assets ($) | $3,228,352,000 | 96 |
| Personal trust and agency accounts, managed assets | $587,864,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $210,218,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $45,665,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $161,474,000 | 135 |
| Corporate trust and agency accounts, managed assets | $7,741,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $1,973,810,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | $241,580,000 | 81 |
| Other fiduciary accounts, managed assets | $0 | 152 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $159,006,000 | 131 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $293,259,000 | 178 |
| Personal trust and agency accounts, non-managed assets | $27,979,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $106,034,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $94,092,000 | 57 |
| Other retirement accounts, non-managed assets | $37,569,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $8,352,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | $1,997,000 | 183 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,236,000 | 71 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,439,787,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 41 |
| Individual retirement,health savings and similar accounts, non-managed | $1,054,000 | 336 |
| 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 | $3,483,495,000 | 134 |
| Managed Assets ($) | $3,194,477,000 | 103 |
| Personal trust and agency accounts, managed assets | $573,829,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $198,943,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $44,215,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $160,247,000 | 139 |
| Corporate trust and agency accounts, managed assets | $7,502,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $1,953,227,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $256,514,000 | 83 |
| Other fiduciary accounts, managed assets | $0 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $156,820,000 | 131 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $289,018,000 | 179 |
| Personal trust and agency accounts, non-managed assets | $27,750,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $103,444,000 | 115 |
| Employee benefit-defined benefit accounts, non-managed Assets | $94,084,000 | 60 |
| Other retirement accounts, non-managed assets | $36,838,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $8,239,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | $1,977,000 | 164 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,686,000 | 68 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,208,620,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,174,000 | 268 |
| 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 | $3,378,113,000 | 140 |
| Managed Assets ($) | $3,099,709,000 | 106 |
| Personal trust and agency accounts, managed assets | $560,094,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $185,752,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $42,457,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $161,443,000 | 138 |
| Corporate trust and agency accounts, managed assets | $7,244,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $1,894,378,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $248,341,000 | 85 |
| Other fiduciary accounts, managed assets | $0 | 208 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $154,966,000 | 134 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $278,404,000 | 188 |
| Personal trust and agency accounts, non-managed assets | $27,358,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $97,768,000 | 130 |
| Employee benefit-defined benefit accounts, non-managed Assets | $91,352,000 | 64 |
| Other retirement accounts, non-managed assets | $35,669,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $8,340,000 | 79 |
| Investment management and advisory agency accounts, non-managed assets | $1,946,000 | 244 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,971,000 | 72 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,272,003,000 | 88 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,167,000 | 478 |
| 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 | $3,351,411,000 | 136 |
| Managed Assets ($) | $3,073,304,000 | 104 |
| Personal trust and agency accounts, managed assets | $550,904,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $173,566,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $40,689,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $161,045,000 | 135 |
| Corporate trust and agency accounts, managed assets | $6,922,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $1,901,966,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $238,212,000 | 86 |
| Other fiduciary accounts, managed assets | $0 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $154,712,000 | 131 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $278,107,000 | 186 |
| Personal trust and agency accounts, non-managed assets | $27,282,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $103,694,000 | 121 |
| Employee benefit-defined benefit accounts, non-managed Assets | $88,907,000 | 65 |
| Other retirement accounts, non-managed assets | $33,026,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $7,945,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | $1,931,000 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,322,000 | 69 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,319,697,000 | 86 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,034,000 | 278 |
| 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 | $3,504,174,000 | 112 |
| Managed Assets ($) | $3,194,960,000 | 86 |
| Personal trust and agency accounts, managed assets | $594,365,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $179,131,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $42,633,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $179,138,000 | 123 |
| Corporate trust and agency accounts, managed assets | $1,215,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $1,947,928,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $250,550,000 | 71 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $172,397,000 | 119 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $309,214,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $35,805,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $116,340,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $96,389,000 | 59 |
| Other retirement accounts, non-managed assets | $34,301,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $8,123,000 | 63 |
| Investment management and advisory agency accounts, non-managed assets | $1,926,000 | 169 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,330,000 | 59 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,361,721,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,074,000 | 312 |
| 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 | $3,947,127,000 | 109 |
| Managed Assets ($) | $3,610,282,000 | 86 |
| Personal trust and agency accounts, managed assets | $672,496,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $206,207,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $110,670,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $197,842,000 | 124 |
| Corporate trust and agency accounts, managed assets | $1,156,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $2,138,526,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $283,385,000 | 67 |
| Other fiduciary accounts, managed assets | $0 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $190,921,000 | 118 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $336,845,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $35,594,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $123,235,000 | 116 |
| Employee benefit-defined benefit accounts, non-managed Assets | $110,196,000 | 57 |
| Other retirement accounts, non-managed assets | $38,145,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $8,959,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $1,930,000 | 149 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,786,000 | 59 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,158,675,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,385,000 | 260 |
| 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 | $4,197,414,000 | 107 |
| Managed Assets ($) | $3,823,985,000 | 83 |
| Personal trust and agency accounts, managed assets | $688,433,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $218,875,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $116,967,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $213,740,000 | 123 |
| Corporate trust and agency accounts, managed assets | $1,189,000 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $2,283,480,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $301,301,000 | 65 |
| Other fiduciary accounts, managed assets | $0 | 216 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $206,305,000 | 117 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $373,429,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $46,755,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $135,256,000 | 116 |
| Employee benefit-defined benefit accounts, non-managed Assets | $119,359,000 | 60 |
| Other retirement accounts, non-managed assets | $40,790,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $9,214,000 | 73 |
| Investment management and advisory agency accounts, non-managed assets | $1,933,000 | 231 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,122,000 | 59 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,167,490,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,573,000 | 475 |
| 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 | $4,165,172,000 | 107 |
| Managed Assets ($) | $3,789,538,000 | 81 |
| Personal trust and agency accounts, managed assets | $672,736,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $211,314,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $111,709,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $208,009,000 | 122 |
| Corporate trust and agency accounts, managed assets | $1,202,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $2,296,176,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $288,392,000 | 67 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $200,689,000 | 119 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $375,634,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $46,354,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $142,577,000 | 111 |
| Employee benefit-defined benefit accounts, non-managed Assets | $118,038,000 | 60 |
| Other retirement accounts, non-managed assets | $38,551,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $8,964,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | $1,931,000 | 148 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,219,000 | 54 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,158,112,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $2,356,000 | 260 |
| 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 | $4,133,277,000 | 107 |
| Managed Assets ($) | $3,778,619,000 | 79 |
| Personal trust and agency accounts, managed assets | $686,416,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $219,197,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $113,984,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $216,986,000 | 118 |
| Corporate trust and agency accounts, managed assets | $1,254,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $2,236,739,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $304,043,000 | 64 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $207,070,000 | 116 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $354,658,000 | 146 |
| Personal trust and agency accounts, non-managed assets | $32,893,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $135,763,000 | 116 |
| Employee benefit-defined benefit accounts, non-managed Assets | $117,615,000 | 62 |
| Other retirement accounts, non-managed assets | $38,041,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $8,857,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | $1,931,000 | 174 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,558,000 | 57 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,143,847,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $2,330,000 | 305 |
| 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 | $3,978,779,000 | 103 |
| Managed Assets ($) | $3,621,313,000 | 79 |
| Personal trust and agency accounts, managed assets | $659,469,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $207,309,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $108,276,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $209,874,000 | 119 |
| Corporate trust and agency accounts, managed assets | $1,195,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $2,145,021,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $290,169,000 | 64 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $200,090,000 | 114 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $357,466,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $36,181,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $140,269,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $115,879,000 | 58 |
| Other retirement accounts, non-managed assets | $35,959,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $8,655,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $1,927,000 | 148 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,596,000 | 55 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,041,065,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $2,416,000 | 261 |
| 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 | $4,221,819,000 | 99 |
| Managed Assets ($) | $3,576,971,000 | 79 |
| Personal trust and agency accounts, managed assets | $648,388,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $197,349,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $105,714,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $207,294,000 | 116 |
| Corporate trust and agency accounts, managed assets | $1,227,000 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $2,134,364,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $282,635,000 | 62 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $197,138,000 | 108 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $644,848,000 | 117 |
| Personal trust and agency accounts, non-managed assets | $35,949,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $428,606,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $116,617,000 | 62 |
| Other retirement accounts, non-managed assets | $35,275,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $8,375,000 | 83 |
| Investment management and advisory agency accounts, non-managed assets | $1,816,000 | 234 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,210,000 | 60 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,003,338,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $2,212,000 | 488 |
| 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 | $4,135,076,000 | 97 |
| Managed Assets ($) | $3,430,694,000 | 78 |
| Personal trust and agency accounts, managed assets | $600,093,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $184,140,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $99,192,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $202,447,000 | 113 |
| Corporate trust and agency accounts, managed assets | $1,229,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $2,080,193,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $263,400,000 | 61 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $192,680,000 | 106 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $704,382,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $35,518,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $500,433,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $109,114,000 | 60 |
| Other retirement accounts, non-managed assets | $32,112,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $8,292,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $1,814,000 | 149 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,099,000 | 54 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,938,046,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $2,134,000 | 264 |
| 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 | $3,930,508,000 | 99 |
| Managed Assets ($) | $3,388,705,000 | 76 |
| Personal trust and agency accounts, managed assets | $604,947,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $186,794,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $124,234,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $203,345,000 | 111 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $2,018,578,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $250,807,000 | 60 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $183,310,000 | 105 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $541,803,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $32,015,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $355,524,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $107,257,000 | 61 |
| Other retirement accounts, non-managed assets | $29,202,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $1,815,000 | 169 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,990,000 | 61 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,046,443,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $1,966,000 | 300 |
| 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 | $3,723,317,000 | 96 |
| Managed Assets ($) | $3,138,979,000 | 76 |
| Personal trust and agency accounts, managed assets | $546,628,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $166,735,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $129,643,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $188,283,000 | 107 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,880,826,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $226,864,000 | 60 |
| Other fiduciary accounts, managed assets | $0 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $169,503,000 | 102 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $584,338,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $31,791,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $409,776,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $98,622,000 | 59 |
| Other retirement accounts, non-managed assets | $26,181,000 | 98 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $1,818,000 | 140 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,150,000 | 56 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,960,733,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $1,973,000 | 266 |
| 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 | $4,090,782,000 | 98 |
| Managed Assets ($) | $3,526,722,000 | 74 |
| Personal trust and agency accounts, managed assets | $631,700,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $193,245,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $145,416,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $215,467,000 | 110 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $2,082,730,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $258,164,000 | 61 |
| Other fiduciary accounts, managed assets | $0 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $195,752,000 | 103 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $564,060,000 | 120 |
| Personal trust and agency accounts, non-managed assets | $31,652,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $364,913,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $119,377,000 | 56 |
| Other retirement accounts, non-managed assets | $29,548,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $1,574,000 | 240 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,996,000 | 66 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,019,827,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,358,000 | 487 |
| 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 | $3,954,864,000 | 98 |
| Managed Assets ($) | $3,412,835,000 | 77 |
| Personal trust and agency accounts, managed assets | $569,074,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $181,096,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $163,746,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $207,615,000 | 106 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $2,017,565,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $273,739,000 | 61 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $190,241,000 | 103 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $542,029,000 | 120 |
| Personal trust and agency accounts, non-managed assets | $38,465,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $335,375,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $116,645,000 | 57 |
| Other retirement accounts, non-managed assets | $27,324,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $3,799,000 | 127 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,421,000 | 55 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,782,915,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,167,000 | 270 |
| 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 | $4,041,286,000 | 95 |
| Managed Assets ($) | $3,405,146,000 | 74 |
| Personal trust and agency accounts, managed assets | $554,779,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $185,195,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $163,402,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $203,620,000 | 107 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $2,009,005,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $289,145,000 | 58 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $186,871,000 | 102 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $636,140,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $34,437,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $435,480,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $115,887,000 | 58 |
| Other retirement accounts, non-managed assets | $26,569,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $3,826,000 | 138 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,941,000 | 55 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,900,167,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,186,000 | 294 |
| 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 | $3,993,074,000 | 95 |
| Managed Assets ($) | $3,364,383,000 | 74 |
| Personal trust and agency accounts, managed assets | $567,703,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $195,890,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $158,918,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $192,975,000 | 108 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,939,884,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $263,183,000 | 60 |
| Other fiduciary accounts, managed assets | $45,830,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $176,691,000 | 102 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $628,691,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $23,496,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $435,450,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $117,463,000 | 57 |
| Other retirement accounts, non-managed assets | $25,144,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $3,775,000 | 138 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,363,000 | 55 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,043,575,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,121,000 | 299 |
| 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 | $2,923,791,000 | 105 |
| Managed Assets ($) | $2,479,273,000 | 88 |
| Personal trust and agency accounts, managed assets | $520,066,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $66,124,000 | 90 |
| Employee benefit-defined benefit accounts, managed assets | $50,625,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $125,319,000 | 126 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $1,428,216,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | $243,324,000 | 60 |
| Other fiduciary accounts, managed assets | $45,599,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $118,005,000 | 124 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $444,518,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $22,534,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $262,085,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $112,170,000 | 57 |
| Other retirement accounts, non-managed assets | $23,693,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $3,604,000 | 194 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,432,000 | 60 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,935,654,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,071,000 | 504 |
| 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 | $3,120,797,000 | 104 |
| Managed Assets ($) | $2,638,515,000 | 87 |
| Personal trust and agency accounts, managed assets | $566,588,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $60,912,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $53,432,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $132,007,000 | 128 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $1,513,366,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $266,807,000 | 59 |
| Other fiduciary accounts, managed assets | $45,403,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $124,061,000 | 130 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $482,282,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $22,553,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $267,709,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $141,746,000 | 55 |
| Other retirement accounts, non-managed assets | $25,270,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $3,585,000 | 143 |
| Foundation and endowment trust and agency accounts, non-managed assets | $21,419,000 | 57 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,976,214,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,285,000 | 296 |
| 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 | $3,136,839,000 | 105 |
| Managed Assets ($) | $2,602,380,000 | 88 |
| Personal trust and agency accounts, managed assets | $558,098,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $60,217,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $50,095,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $130,821,000 | 127 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $1,496,645,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $261,275,000 | 60 |
| Other fiduciary accounts, managed assets | $45,229,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $123,043,000 | 128 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $534,459,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $22,457,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $265,723,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $199,450,000 | 53 |
| Other retirement accounts, non-managed assets | $24,393,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $3,547,000 | 141 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,889,000 | 59 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,965,187,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,388,000 | 293 |
| 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 | $3,193,366,000 | 107 |
| Managed Assets ($) | $2,633,599,000 | 88 |
| Personal trust and agency accounts, managed assets | $561,299,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $59,065,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $50,351,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $124,997,000 | 134 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $1,535,776,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $262,008,000 | 60 |
| Other fiduciary accounts, managed assets | $40,103,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $116,274,000 | 134 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $559,767,000 | 121 |
| Personal trust and agency accounts, non-managed assets | $21,656,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $269,979,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $218,363,000 | 48 |
| Other retirement accounts, non-managed assets | $24,074,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $6,555,000 | 122 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,140,000 | 60 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,547,507,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,418,000 | 296 |
| 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 | $3,200,312,000 | 106 |
| Managed Assets ($) | $2,654,132,000 | 88 |
| Personal trust and agency accounts, managed assets | $579,487,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,999,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $50,685,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $125,243,000 | 137 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $1,539,507,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $271,195,000 | 59 |
| Other fiduciary accounts, managed assets | $40,016,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $115,883,000 | 135 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $546,180,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $21,491,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $260,089,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $215,075,000 | 51 |
| Other retirement accounts, non-managed assets | $23,841,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $6,479,000 | 155 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,205,000 | 63 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,639,856,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,443,000 | 500 |
| 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 | $3,113,315,000 | 106 |
| Managed Assets ($) | $2,499,872,000 | 88 |
| Personal trust and agency accounts, managed assets | $565,167,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,788,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $49,238,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $121,038,000 | 137 |
| Corporate trust and agency accounts, managed assets | $3,000 | 82 |
| Investment management and investment advisory agency accounts, managed assets | $1,446,931,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $271,707,000 | 60 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $111,264,000 | 135 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $613,443,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $21,382,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $241,270,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $300,953,000 | 42 |
| Other retirement accounts, non-managed assets | $24,909,000 | 111 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $6,337,000 | 122 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,592,000 | 61 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,604,454,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,314,000 | 292 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,972,603,000 | 104 |
| Managed Assets ($) | $2,462,761,000 | 86 |
| Personal trust and agency accounts, managed assets | $569,385,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,830,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $48,756,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $122,548,000 | 129 |
| Corporate trust and agency accounts, managed assets | $3,000 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $1,413,298,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $263,941,000 | 62 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $113,591,000 | 128 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $509,842,000 | 121 |
| Personal trust and agency accounts, non-managed assets | $21,121,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $232,913,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $207,226,000 | 50 |
| Other retirement accounts, non-managed assets | $23,867,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $6,410,000 | 121 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,305,000 | 62 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,634,044,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,222,000 | 290 |
| 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 | $3,012,760,000 | 103 |
| Managed Assets ($) | $2,514,871,000 | 86 |
| Personal trust and agency accounts, managed assets | $572,776,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,155,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $47,188,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $121,660,000 | 121 |
| Corporate trust and agency accounts, managed assets | $29,493,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $1,439,574,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $261,025,000 | 62 |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $111,989,000 | 125 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $497,889,000 | 122 |
| Personal trust and agency accounts, non-managed assets | $23,014,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $223,401,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $204,235,000 | 49 |
| Other retirement accounts, non-managed assets | $22,869,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $6,364,000 | 119 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,006,000 | 64 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,696,349,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,208,000 | 293 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,936,683,000 | 102 |
| Managed Assets ($) | $2,459,637,000 | 85 |
| Personal trust and agency accounts, managed assets | $588,216,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,188,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $50,096,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $117,773,000 | 122 |
| Corporate trust and agency accounts, managed assets | $29,473,000 | 26 |
| Investment management and investment advisory agency accounts, managed assets | $1,368,253,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $264,638,000 | 61 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $107,798,000 | 125 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $477,046,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $21,764,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $216,061,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $195,608,000 | 49 |
| Other retirement accounts, non-managed assets | $24,797,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $4,417,000 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,399,000 | 71 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,912,791,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,718,000 | 488 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,032,634,000 | 100 |
| Managed Assets ($) | $2,549,404,000 | 79 |
| Personal trust and agency accounts, managed assets | $607,238,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,242,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $51,250,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $121,792,000 | 116 |
| Corporate trust and agency accounts, managed assets | $29,464,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $1,387,116,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $312,302,000 | 57 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $111,400,000 | 116 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $483,230,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $22,230,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $217,373,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $199,625,000 | 51 |
| Other retirement accounts, non-managed assets | $25,525,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $3,814,000 | 132 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,663,000 | 68 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,952,686,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,546,000 | 291 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,117,326,000 | 98 |
| Managed Assets ($) | $2,633,155,000 | 74 |
| Personal trust and agency accounts, managed assets | $616,791,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,176,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $50,667,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $125,204,000 | 111 |
| Corporate trust and agency accounts, managed assets | $29,459,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $1,461,312,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $296,546,000 | 56 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $115,219,000 | 111 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $484,171,000 | 121 |
| Personal trust and agency accounts, non-managed assets | $21,846,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $226,566,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $193,276,000 | 50 |
| Other retirement accounts, non-managed assets | $24,926,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $3,025,000 | 86 |
| Investment management and advisory agency accounts, non-managed assets | $158,000 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,374,000 | 68 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,304,662,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,487,000 | 291 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,082,954,000 | 100 |
| Managed Assets ($) | $2,632,504,000 | 73 |
| Personal trust and agency accounts, managed assets | $637,585,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,670,000 | 90 |
| Employee benefit-defined benefit accounts, managed assets | $50,470,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $121,666,000 | 113 |
| Corporate trust and agency accounts, managed assets | $30,979,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $1,444,163,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $274,971,000 | 58 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $114,461,000 | 107 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $450,450,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $22,733,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $200,961,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $189,199,000 | 49 |
| Other retirement accounts, non-managed assets | $24,046,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $3,035,000 | 84 |
| Investment management and advisory agency accounts, non-managed assets | $295,000 | 195 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,181,000 | 76 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,334,727,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,407,000 | 294 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,080,171,000 | 97 |
| Managed Assets ($) | $2,667,057,000 | 69 |
| Personal trust and agency accounts, managed assets | $662,938,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $68,093,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $48,790,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $124,298,000 | 108 |
| Corporate trust and agency accounts, managed assets | $50,127,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $1,440,787,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $272,024,000 | 58 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $117,286,000 | 102 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $413,114,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $25,576,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $163,446,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $189,313,000 | 52 |
| Other retirement accounts, non-managed assets | $23,731,000 | 123 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $302,000 | 321 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,746,000 | 77 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,269,339,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,568,000 | 517 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,169,889,000 | 97 |
| Managed Assets ($) | $2,755,073,000 | 67 |
| Personal trust and agency accounts, managed assets | $675,646,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $69,676,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $49,672,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $143,804,000 | 95 |
| Corporate trust and agency accounts, managed assets | $50,111,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $1,505,343,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $260,821,000 | 57 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $128,221,000 | 94 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $414,816,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $22,881,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $167,551,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $189,640,000 | 50 |
| Other retirement accounts, non-managed assets | $23,887,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $300,000 | 193 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,557,000 | 77 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,107,466,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,492,000 | 288 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,714,096,000 | 88 |
| Managed Assets ($) | $3,270,593,000 | 62 |
| Personal trust and agency accounts, managed assets | $703,047,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,749,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $51,220,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $154,122,000 | 95 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $2,009,241,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $280,214,000 | 57 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $138,401,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $443,503,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $23,268,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $189,506,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $193,836,000 | 51 |
| Other retirement accounts, non-managed assets | $25,346,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $319,000 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,228,000 | 76 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,159,304,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $3,250,000 | 278 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,755,748,000 | 86 |
| Managed Assets ($) | $3,294,277,000 | 61 |
| Personal trust and agency accounts, managed assets | $728,781,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,208,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $51,637,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $151,787,000 | 96 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $2,009,775,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $280,089,000 | 58 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $137,632,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $461,471,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $26,885,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $191,842,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $205,032,000 | 50 |
| Other retirement accounts, non-managed assets | $25,928,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $423,000 | 185 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,361,000 | 77 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,280,234,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $3,300,000 | 284 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,496,400,000 | 89 |
| Managed Assets ($) | $2,960,306,000 | 68 |
| Personal trust and agency accounts, managed assets | $728,917,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $73,860,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $51,392,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $143,735,000 | 96 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $1,669,022,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $293,380,000 | 57 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $129,629,000 | 94 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $536,094,000 | 118 |
| Personal trust and agency accounts, non-managed assets | $25,934,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $264,715,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $208,987,000 | 49 |
| Other retirement accounts, non-managed assets | $25,195,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $148,000 | 332 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,115,000 | 82 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,587,927,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $3,438,000 | 481 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,626,036,000 | 85 |
| Managed Assets ($) | $3,097,005,000 | 64 |
| Personal trust and agency accounts, managed assets | $765,378,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,189,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $51,196,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $142,655,000 | 95 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,753,254,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $312,333,000 | 52 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $128,735,000 | 92 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $529,031,000 | 116 |
| Personal trust and agency accounts, non-managed assets | $25,814,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $269,788,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $197,584,000 | 50 |
| Other retirement accounts, non-managed assets | $24,806,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $146,000 | 196 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,893,000 | 76 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,345,323,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $3,604,000 | 282 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,764,455,000 | 83 |
| Managed Assets ($) | $3,217,626,000 | 62 |
| Personal trust and agency accounts, managed assets | $776,648,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $82,897,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $57,060,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $145,949,000 | 89 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,823,020,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $332,052,000 | 49 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $132,579,000 | 91 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $546,829,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $37,603,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $267,545,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $205,416,000 | 48 |
| Other retirement accounts, non-managed assets | $24,886,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $149,000 | 199 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,230,000 | 74 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,150,845,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $3,544,000 | 287 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,760,014,000 | 81 |
| Managed Assets ($) | $3,213,500,000 | 62 |
| Personal trust and agency accounts, managed assets | $772,971,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $81,136,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $55,534,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $143,553,000 | 91 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,830,733,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $329,573,000 | 48 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $129,147,000 | 87 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $546,514,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $37,973,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $266,946,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $205,662,000 | 46 |
| Other retirement accounts, non-managed assets | $24,682,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $147,000 | 193 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,104,000 | 73 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,886,296,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $4,183,000 | 272 |
| 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 | $4,064,383,000 | 81 |
| Managed Assets ($) | $3,456,712,000 | 59 |
| Personal trust and agency accounts, managed assets | $926,656,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $80,571,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $55,416,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $143,634,000 | 89 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $1,920,037,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $330,398,000 | 47 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $132,447,000 | 84 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $607,671,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $37,474,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $352,744,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $182,704,000 | 52 |
| Other retirement accounts, non-managed assets | $23,639,000 | 138 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $145,000 | 343 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,965,000 | 74 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,335,375,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $4,211,000 | 465 |
| 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 | $4,635,285,000 | 72 |
| Managed Assets ($) | $3,491,868,000 | 58 |
| Personal trust and agency accounts, managed assets | $902,172,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $79,064,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $53,767,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $138,028,000 | 87 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $2,002,762,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $316,075,000 | 45 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $124,859,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,143,417,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $38,121,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $346,224,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $684,898,000 | 36 |
| Other retirement accounts, non-managed assets | $63,444,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $148,000 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,582,000 | 71 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,552,540,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $4,474,000 | 267 |
| 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 | $4,496,368,000 | 73 |
| Managed Assets ($) | $3,322,743,000 | 59 |
| Personal trust and agency accounts, managed assets | $751,515,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $76,941,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $52,614,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $133,983,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $1,999,707,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $307,983,000 | 44 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $119,643,000 | 82 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,173,625,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $37,155,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $397,825,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $665,736,000 | 35 |
| Other retirement accounts, non-managed assets | $62,183,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $139,000 | 189 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,587,000 | 68 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,265,445,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $4,184,000 | 271 |
| 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 | $4,581,989,000 | 70 |
| Managed Assets ($) | $3,410,726,000 | 58 |
| Personal trust and agency accounts, managed assets | $770,980,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,143,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $56,458,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $136,959,000 | 82 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $2,050,767,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $318,419,000 | 43 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $123,539,000 | 79 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,171,263,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $36,979,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $389,248,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $672,218,000 | 35 |
| Other retirement accounts, non-managed assets | $62,395,000 | 70 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $136,000 | 190 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,287,000 | 71 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,564,328,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $3,977,000 | 272 |
| 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 | $5,365,373,000 | 66 |
| Managed Assets ($) | $3,326,218,000 | 56 |
| Personal trust and agency accounts, managed assets | $734,719,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $73,018,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $53,479,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $134,766,000 | 79 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $2,016,165,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $314,071,000 | 41 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $121,692,000 | 75 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $2,039,155,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $27,228,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $356,954,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,585,404,000 | 26 |
| Other retirement accounts, non-managed assets | $59,448,000 | 71 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $132,000 | 364 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,989,000 | 74 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,542,557,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $5,223,000 | 421 |
| 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 | $5,572,577,000 | 62 |
| Managed Assets ($) | $3,340,726,000 | 56 |
| Personal trust and agency accounts, managed assets | $752,831,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $69,317,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $83,850,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $133,894,000 | 80 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,989,968,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $310,866,000 | 39 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $120,006,000 | 75 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,231,851,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $33,602,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $367,840,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,760,136,000 | 26 |
| Other retirement accounts, non-managed assets | $60,040,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $159,000 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,074,000 | 69 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,517,745,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $4,941,000 | 243 |
| 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 | $5,464,763,000 | 63 |
| Managed Assets ($) | $3,330,675,000 | 55 |
| Personal trust and agency accounts, managed assets | $745,986,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $70,150,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $78,105,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $129,915,000 | 79 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $2,001,668,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $304,851,000 | 38 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $116,374,000 | 72 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,134,088,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $28,391,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $349,947,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,687,113,000 | 26 |
| Other retirement accounts, non-managed assets | $58,756,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $142,000 | 183 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,739,000 | 68 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,554,949,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $4,713,000 | 244 |
| 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 | $5,847,017,000 | 63 |
| Managed Assets ($) | $3,389,626,000 | 56 |
| Personal trust and agency accounts, managed assets | $768,729,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $86,066,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $67,963,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $133,074,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $2,011,895,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $321,899,000 | 38 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $121,416,000 | 70 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,457,391,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $28,850,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $362,042,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,972,916,000 | 26 |
| Other retirement accounts, non-managed assets | $83,287,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $128,000 | 181 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,168,000 | 67 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,420,825,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $5,599,000 | 234 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,842,544,000 | 65 |
| Managed Assets ($) | $3,238,304,000 | 56 |
| Personal trust and agency accounts, managed assets | $739,197,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $80,307,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $62,019,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $129,235,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $1,923,678,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $303,868,000 | 37 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $118,488,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $1,604,240,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $29,699,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $252,893,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,269,933,000 | 27 |
| Other retirement accounts, non-managed assets | $42,064,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $10,000 | 398 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,641,000 | 71 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,995,644,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $5,251,000 | 415 |
| 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 | $4,792,359,000 | 66 |
| Managed Assets ($) | $3,301,390,000 | 56 |
| Personal trust and agency accounts, managed assets | $712,284,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,187,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $59,315,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $127,475,000 | 76 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $2,034,065,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $291,064,000 | 38 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $115,156,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,490,969,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $32,422,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $324,506,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,084,558,000 | 30 |
| Other retirement accounts, non-managed assets | $39,778,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $11,000 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,694,000 | 65 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,397,560,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $5,208,000 | 229 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,184,760,000 | 67 |
| Managed Assets ($) | $3,571,490,000 | 57 |
| Personal trust and agency accounts, managed assets | $782,491,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $79,298,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $64,982,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $138,981,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $2,175,365,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $330,373,000 | 35 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $126,946,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,613,270,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $39,295,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $355,495,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,169,345,000 | 32 |
| Other retirement accounts, non-managed assets | $38,845,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $11,000 | 175 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,279,000 | 67 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,401,143,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $6,317,000 | 220 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,085,232,000 | 67 |
| Managed Assets ($) | $3,476,076,000 | 57 |
| Personal trust and agency accounts, managed assets | $754,173,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $81,117,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $74,723,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $148,723,000 | 69 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $2,081,639,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $335,701,000 | 36 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $132,990,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,609,156,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $38,371,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $366,670,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,150,043,000 | 32 |
| Other retirement accounts, non-managed assets | $40,293,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $3,457,000 | 101 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,322,000 | 66 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,831,310,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $7,492,000 | 204 |
| 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 | $4,875,269,000 | 68 |
| Managed Assets ($) | $3,290,835,000 | 59 |
| Personal trust and agency accounts, managed assets | $738,192,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,884,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $71,825,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $148,322,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $1,945,985,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $311,627,000 | 36 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $132,140,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $1,584,434,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $37,327,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $392,504,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,099,699,000 | 31 |
| Other retirement accounts, non-managed assets | $41,530,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $3,831,000 | 170 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,543,000 | 77 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,962,214,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $10,516,000 | 278 |
| 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 | $4,359,074,000 | 70 |
| Managed Assets ($) | $3,168,540,000 | 60 |
| Personal trust and agency accounts, managed assets | $716,058,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $73,420,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $69,793,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $145,383,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $1,872,198,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $291,688,000 | 38 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $128,409,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,190,534,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $42,881,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $337,967,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $749,049,000 | 35 |
| Other retirement accounts, non-managed assets | $40,646,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $10,845,000 | 68 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,146,000 | 66 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,617,384,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $11,154,000 | 164 |
| 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 | $4,303,297,000 | 70 |
| Managed Assets ($) | $3,202,733,000 | 55 |
| Personal trust and agency accounts, managed assets | $682,274,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $69,196,000 | 90 |
| Employee benefit-defined benefit accounts, managed assets | $231,363,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $138,290,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $1,823,564,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $258,046,000 | 38 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $123,084,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,100,564,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $35,334,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $148,559,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $860,486,000 | 31 |
| Other retirement accounts, non-managed assets | $43,670,000 | 77 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $3,875,000 | 95 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,640,000 | 67 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,474,680,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $12,331,000 | 147 |
| 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 | $4,310,441,000 | 73 |
| Managed Assets ($) | $3,090,516,000 | 58 |
| Personal trust and agency accounts, managed assets | $727,498,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $75,286,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $231,583,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $145,672,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $1,635,171,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $275,306,000 | 36 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $130,021,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,219,925,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $35,403,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $323,937,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $802,334,000 | 31 |
| Other retirement accounts, non-managed assets | $44,913,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $3,947,000 | 88 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,391,000 | 70 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,765,012,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $11,870,000 | 154 |
| 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 | $4,258,497,000 | 72 |
| Managed Assets ($) | $3,018,029,000 | 60 |
| Personal trust and agency accounts, managed assets | $724,850,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $76,138,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $225,778,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $145,309,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $1,560,897,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $285,057,000 | 36 |
| 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 | $129,563,000 | 52 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $1,240,468,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $54,669,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $315,389,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $811,714,000 | 31 |
| Other retirement accounts, non-managed assets | $45,614,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $3,959,000 | 143 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,123,000 | 75 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,329,179,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $13,985,000 | 229 |
| 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 | $4,475,262,000 | 71 |
| Managed Assets ($) | $3,298,352,000 | 58 |
| Personal trust and agency accounts, managed assets | $792,911,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,442,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $220,799,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $143,501,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $2,066,699,000 | 50 |
| 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 | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,176,910,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $63,581,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $290,669,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $781,529,000 | 33 |
| Other retirement accounts, non-managed assets | $41,131,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,609,833,000 | 50 |
| 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 | $4,123,511,000 | 74 |
| Managed Assets ($) | $2,981,069,000 | 62 |
| Personal trust and agency accounts, managed assets | $754,346,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $68,627,000 | 90 |
| Employee benefit-defined benefit accounts, managed assets | $170,791,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $130,746,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $1,856,559,000 | 53 |
| 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 | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,142,442,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $51,972,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $307,594,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $744,892,000 | 32 |
| Other retirement accounts, non-managed assets | $37,984,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $0 | 161 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,502,375,000 | 52 |
| 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 | $3,786,576,000 | 77 |
| Managed Assets ($) | $2,933,656,000 | 60 |
| Personal trust and agency accounts, managed assets | $720,059,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $65,480,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $168,167,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $126,058,000 | 58 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $1,853,892,000 | 52 |
| 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 | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $852,920,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $68,536,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $232,328,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $518,605,000 | 35 |
| Other retirement accounts, non-managed assets | $33,451,000 | 77 |
| Corporate trust and agency accounts, non-managed assets | $0 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,201,906,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,052,986,000 | 78 |
| Managed Assets ($) | $3,150,596,000 | 58 |
| Personal trust and agency accounts, managed assets | $765,101,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,099,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $171,545,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $133,592,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $2,008,259,000 | 51 |
| 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 | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $902,390,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $64,821,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $274,543,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $525,819,000 | 40 |
| Other retirement accounts, non-managed assets | $37,207,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $0 | 351 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,055,149,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,542,497,000 | 74 |
| Managed Assets ($) | $3,451,770,000 | 57 |
| Personal trust and agency accounts, managed assets | $838,026,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $80,508,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $180,917,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $147,813,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $2,204,506,000 | 50 |
| 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 | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,090,727,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $75,874,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $309,882,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $660,899,000 | 39 |
| Other retirement accounts, non-managed assets | $44,072,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $0 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,818,652,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,577,523,000 | 80 |
| Managed Assets ($) | $3,394,356,000 | 65 |
| Personal trust and agency accounts, managed assets | $871,937,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $86,271,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $190,198,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $148,882,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $2,097,068,000 | 55 |
| 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 | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,183,167,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $63,142,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $348,850,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $723,712,000 | 42 |
| Other retirement accounts, non-managed assets | $47,463,000 | 77 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,797,184,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,536,752,000 | 82 |
| Managed Assets ($) | $3,353,293,000 | 62 |
| Personal trust and agency accounts, managed assets | $902,428,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $88,615,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $189,095,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $148,442,000 | 67 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $2,024,713,000 | 56 |
| 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 | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,183,459,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $61,310,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $356,468,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $716,585,000 | 40 |
| Other retirement accounts, non-managed assets | $49,096,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,094,760,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,629,213,000 | 79 |
| Managed Assets ($) | $3,405,025,000 | 62 |
| Personal trust and agency accounts, managed assets | $956,700,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $92,827,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $189,088,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $154,603,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $2,011,807,000 | 58 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,224,188,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $62,783,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $332,814,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $774,327,000 | 42 |
| Other retirement accounts, non-managed assets | $54,264,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,215,854,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,518,813,000 | 79 |
| Managed Assets ($) | $3,396,660,000 | 62 |
| Personal trust and agency accounts, managed assets | $960,354,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $96,061,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $162,595,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $154,678,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $2,022,972,000 | 55 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,122,153,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $89,229,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $314,074,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $678,080,000 | 44 |
| Other retirement accounts, non-managed assets | $40,770,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,776,638,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Personal trust and agency accounts, managed assets | $0 | 414 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 323 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 384 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 421 |
| Personal trust and agency accounts, non-managed assets | $0 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 401 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Personal trust and agency accounts, managed assets | $0 | 415 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 324 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 244 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 374 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 386 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 424 |
| Personal trust and agency accounts, non-managed assets | $0 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 401 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $23,244,000 | 956 |
| Managed Assets ($) | $23,244,000 | 854 |
| Personal trust and agency accounts, managed assets | $0 | 1,568 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 706 |
| Employee benefit-defined benefit accounts, managed assets | $6,054,000 | 233 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 788 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $17,190,000 | 561 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,321 |
| Personal trust and agency accounts, non-managed assets | $0 | 983 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 653 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $0 | 853 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $73,502,000 | 305 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Personal trust and agency accounts, managed assets | $0 | 398 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 320 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 365 |
| 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 | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 408 |
| Personal trust and agency accounts, non-managed assets | $0 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $0 | 326 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 388 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Personal trust and agency accounts, managed assets | $0 | 402 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 328 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 248 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 358 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 369 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 411 |
| Personal trust and agency accounts, non-managed assets | $0 | 342 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 325 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $0 | 330 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 395 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Personal trust and agency accounts, managed assets | $0 | 426 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 337 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 249 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
| 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 | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 422 |
| Personal trust and agency accounts, non-managed assets | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 329 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $0 | 333 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 405 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,390,000 | 1,267 |
| Managed Assets ($) | $5,390,000 | 1,188 |
| Personal trust and agency accounts, managed assets | $0 | 1,621 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 755 |
| Employee benefit-defined benefit accounts, managed assets | $5,390,000 | 250 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 819 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 918 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,365 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,012 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 688 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $0 | 867 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 966 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,877 |
| Fiduciary or related activity | $0 | 1,783 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Personal trust and agency accounts, managed assets | $0 | 409 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 329 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 246 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 370 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 412 |
| Personal trust and agency accounts, non-managed assets | $0 | 337 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
| Other retirement accounts, non-managed assets | $0 | 324 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 396 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,881 |
| Fiduciary or related activity | $0 | 1,792 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Personal trust and agency accounts, managed assets | $0 | 423 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 344 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 251 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 373 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 384 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 429 |
| Personal trust and agency accounts, non-managed assets | $0 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 346 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $0 | 334 |
| Corporate trust and agency accounts, non-managed assets | $0 | 195 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 414 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |