Home > Dubuque Bank and Trust Company > Total Fiduciary and Related Assets
Dubuque Bank and Trust Company, Total Fiduciary and Related Assets
| 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 | $2,417,826,000 | 158 |
| Managed Assets ($) | $2,049,524,000 | 133 |
| Personal trust and agency accounts, managed assets | $521,314,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $935,557,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $458,000 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $143,757,000 | 144 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $370,733,000 | 181 |
| Foundation and endowment trust and agency accounts, managed assets | $77,539,000 | 143 |
| Other fiduciary accounts, managed assets | $166,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $143,757,000 | 141 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $368,302,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $0 | 310 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $366,830,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $1,472,000 | 270 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 192 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $98,019,000 | 220 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,472,000 | 271 |
| 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 | $2,557,176,000 | 151 |
| Managed Assets ($) | $2,159,685,000 | 124 |
| Personal trust and agency accounts, managed assets | $520,906,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,020,337,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $153,127,000 | 142 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $384,923,000 | 177 |
| Foundation and endowment trust and agency accounts, managed assets | $80,073,000 | 146 |
| Other fiduciary accounts, managed assets | $319,000 | 93 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $153,127,000 | 137 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $397,491,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $0 | 364 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $387,978,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $1,456,000 | 318 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 288 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,057,000 | 90 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $98,953,000 | 233 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,456,000 | 327 |
| 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 | $1,124,773,000 | 232 |
| Managed Assets ($) | $1,115,573,000 | 194 |
| Personal trust and agency accounts, managed assets | $478,867,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,633,000 | 200 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 170 |
| Other employee benefit and retirement-related accounts, managed assets | $149,964,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $406,194,000 | 175 |
| Foundation and endowment trust and agency accounts, managed assets | $77,915,000 | 147 |
| Other fiduciary accounts, managed assets | $0 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $149,964,000 | 136 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,200,000 | 337 |
| Personal trust and agency accounts, non-managed assets | $0 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 229 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $1,522,000 | 261 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,678,000 | 83 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,701,000 | 301 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,522,000 | 279 |
| 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 | $3,989,191,000 | 124 |
| Managed Assets ($) | $3,617,874,000 | 96 |
| Personal trust and agency accounts, managed assets | $939,017,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $924,264,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 236 |
| Other employee benefit and retirement-related accounts, managed assets | $286,995,000 | 97 |
| Corporate trust and agency accounts, managed assets | $441,000 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $1,296,258,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | $170,626,000 | 103 |
| Other fiduciary accounts, managed assets | $273,000 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $286,995,000 | 89 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $371,317,000 | 165 |
| Personal trust and agency accounts, non-managed assets | $12,257,000 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $343,328,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $7,681,000 | 272 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $913,000 | 262 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,138,000 | 93 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $189,128,000 | 202 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,681,000 | 314 |
| 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 | $3,871,353,000 | 121 |
| Managed Assets ($) | $3,503,466,000 | 95 |
| Personal trust and agency accounts, managed assets | $924,709,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $870,333,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 180 |
| Other employee benefit and retirement-related accounts, managed assets | $278,862,000 | 95 |
| Corporate trust and agency accounts, managed assets | $554,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $1,229,537,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | $199,285,000 | 97 |
| Other fiduciary accounts, managed assets | $186,000 | 90 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $278,855,000 | 87 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $367,887,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $12,545,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $339,571,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $8,623,000 | 178 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $838,000 | 177 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,310,000 | 90 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $226,113,000 | 174 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,623,000 | 192 |
| 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 | $3,849,762,000 | 105 |
| Managed Assets ($) | $3,455,385,000 | 82 |
| Personal trust and agency accounts, managed assets | $930,858,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $919,148,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $298,038,000 | 85 |
| Corporate trust and agency accounts, managed assets | $456,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $1,095,243,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $211,506,000 | 80 |
| Other fiduciary accounts, managed assets | $136,000 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $298,038,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $394,377,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $12,148,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $361,261,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $13,263,000 | 153 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $848,000 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,857,000 | 78 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $230,972,000 | 161 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,263,000 | 172 |
| 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 | $4,240,457,000 | 103 |
| Managed Assets ($) | $3,778,908,000 | 83 |
| Personal trust and agency accounts, managed assets | $935,012,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,060,217,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $334,836,000 | 87 |
| Corporate trust and agency accounts, managed assets | $528,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $1,213,109,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $235,073,000 | 81 |
| Other fiduciary accounts, managed assets | $133,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $334,836,000 | 82 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $461,549,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $12,305,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $425,028,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $15,142,000 | 138 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $1,066,000 | 155 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,008,000 | 72 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $230,023,000 | 155 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,142,000 | 157 |
| 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 | $4,281,837,000 | 106 |
| Managed Assets ($) | $3,791,321,000 | 85 |
| Personal trust and agency accounts, managed assets | $976,495,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,095,484,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 237 |
| Other employee benefit and retirement-related accounts, managed assets | $354,405,000 | 83 |
| Corporate trust and agency accounts, managed assets | $437,000 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $1,119,687,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | $244,534,000 | 79 |
| Other fiduciary accounts, managed assets | $279,000 | 160 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $353,991,000 | 77 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $490,516,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $13,381,000 | 246 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $452,416,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
| Other retirement accounts, non-managed assets | $15,001,000 | 187 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $1,046,000 | 247 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,672,000 | 76 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $241,122,000 | 171 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,001,000 | 228 |
| 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 | $4,159,120,000 | 108 |
| Managed Assets ($) | $3,658,125,000 | 85 |
| Personal trust and agency accounts, managed assets | $930,928,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,067,494,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $354,440,000 | 81 |
| Corporate trust and agency accounts, managed assets | $538,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $1,058,813,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | $245,722,000 | 75 |
| Other fiduciary accounts, managed assets | $190,000 | 79 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $354,070,000 | 75 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $500,995,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $35,374,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $440,359,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
| Other retirement accounts, non-managed assets | $16,089,000 | 132 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $997,000 | 156 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,176,000 | 66 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $238,618,000 | 150 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,089,000 | 149 |
| 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 | $4,148,641,000 | 106 |
| Managed Assets ($) | $3,626,991,000 | 85 |
| Personal trust and agency accounts, managed assets | $910,636,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,070,387,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $353,429,000 | 79 |
| Corporate trust and agency accounts, managed assets | $441,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $1,048,718,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | $243,260,000 | 74 |
| Other fiduciary accounts, managed assets | $120,000 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $353,079,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $521,650,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $49,771,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $446,038,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $16,586,000 | 144 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $992,000 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,263,000 | 69 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $256,121,000 | 151 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,586,000 | 169 |
| 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 | $3,947,184,000 | 104 |
| Managed Assets ($) | $3,449,893,000 | 83 |
| Personal trust and agency accounts, managed assets | $839,288,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,005,722,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $339,363,000 | 79 |
| Corporate trust and agency accounts, managed assets | $539,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $1,031,957,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | $232,894,000 | 73 |
| Other fiduciary accounts, managed assets | $130,000 | 82 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $339,056,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $497,291,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $43,450,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $428,800,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $16,438,000 | 133 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $900,000 | 157 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,703,000 | 68 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $248,350,000 | 143 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,438,000 | 152 |
| 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 | $3,889,658,000 | 104 |
| Managed Assets ($) | $3,420,854,000 | 83 |
| Personal trust and agency accounts, managed assets | $858,044,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $997,569,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 245 |
| Other employee benefit and retirement-related accounts, managed assets | $335,859,000 | 80 |
| Corporate trust and agency accounts, managed assets | $440,000 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $989,410,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $239,435,000 | 73 |
| Other fiduciary accounts, managed assets | $97,000 | 169 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $335,586,000 | 75 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $468,804,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $41,687,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $402,975,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 148 |
| Other retirement accounts, non-managed assets | $15,547,000 | 182 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $1,180,000 | 250 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,415,000 | 78 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $267,381,000 | 152 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,547,000 | 224 |
| 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 | $3,516,418,000 | 105 |
| Managed Assets ($) | $3,055,700,000 | 84 |
| Personal trust and agency accounts, managed assets | $810,418,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $839,918,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $299,174,000 | 82 |
| Corporate trust and agency accounts, managed assets | $521,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $900,626,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | $204,935,000 | 76 |
| Other fiduciary accounts, managed assets | $108,000 | 84 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $298,949,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $460,718,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $38,718,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $370,430,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 122 |
| Other retirement accounts, non-managed assets | $16,635,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $28,375,000 | 59 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,560,000 | 74 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $179,868,000 | 156 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,908,000 | 149 |
| 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 | $3,437,844,000 | 105 |
| Managed Assets ($) | $2,996,575,000 | 84 |
| Personal trust and agency accounts, managed assets | $808,420,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $796,786,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $285,365,000 | 83 |
| Corporate trust and agency accounts, managed assets | $423,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $912,037,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | $193,465,000 | 76 |
| Other fiduciary accounts, managed assets | $79,000 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $285,171,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $441,269,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $37,871,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $353,647,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $16,460,000 | 138 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $27,175,000 | 69 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,116,000 | 77 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $174,187,000 | 165 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,733,000 | 162 |
| 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 | $3,097,479,000 | 106 |
| Managed Assets ($) | $2,707,736,000 | 85 |
| Personal trust and agency accounts, managed assets | $724,822,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $698,935,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 179 |
| Other employee benefit and retirement-related accounts, managed assets | $259,059,000 | 83 |
| Corporate trust and agency accounts, managed assets | $537,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $845,528,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | $178,787,000 | 75 |
| Other fiduciary accounts, managed assets | $68,000 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $258,910,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $389,743,000 | 131 |
| Personal trust and agency accounts, non-managed assets | $34,561,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $309,093,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $16,535,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $24,121,000 | 61 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,193,000 | 78 |
| Other fiduciary accounts, non-managed assets | $240,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $180,335,000 | 154 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,807,000 | 149 |
| 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 | $3,450,734,000 | 104 |
| Managed Assets ($) | $3,026,090,000 | 86 |
| Personal trust and agency accounts, managed assets | $805,057,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $799,314,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $305,324,000 | 83 |
| Corporate trust and agency accounts, managed assets | $439,000 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $919,039,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | $196,792,000 | 77 |
| Other fiduciary accounts, managed assets | $125,000 | 170 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $305,165,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $241,000 | 46 |
| Non-managed Assets ($) | $424,644,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $36,251,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $343,265,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $10,750,000 | 223 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $27,746,000 | 77 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,534,000 | 86 |
| Other fiduciary accounts, non-managed assets | $98,000 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $172,340,000 | 188 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,687,000 | 198 |
| 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 | $3,196,652,000 | 110 |
| Managed Assets ($) | $2,800,029,000 | 90 |
| Personal trust and agency accounts, managed assets | $742,353,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $745,389,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $267,406,000 | 85 |
| Corporate trust and agency accounts, managed assets | $535,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $873,378,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | $170,561,000 | 81 |
| Other fiduciary accounts, managed assets | $407,000 | 88 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $267,406,000 | 78 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $396,623,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $34,845,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $337,582,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 124 |
| Other retirement accounts, non-managed assets | $17,127,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $1,051,000 | 152 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,017,000 | 79 |
| Other fiduciary accounts, non-managed assets | $1,000 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $157,899,000 | 171 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,127,000 | 152 |
| 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 | $3,158,540,000 | 110 |
| Managed Assets ($) | $2,753,770,000 | 90 |
| Personal trust and agency accounts, managed assets | $709,868,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $726,256,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 196 |
| Other employee benefit and retirement-related accounts, managed assets | $275,538,000 | 83 |
| Corporate trust and agency accounts, managed assets | $439,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $871,591,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | $169,955,000 | 79 |
| Other fiduciary accounts, managed assets | $123,000 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $275,416,000 | 75 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $404,770,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $35,456,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $339,135,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 132 |
| Other retirement accounts, non-managed assets | $17,238,000 | 139 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $6,906,000 | 119 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,035,000 | 81 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $171,298,000 | 172 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,238,000 | 162 |
| 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 | $2,925,263,000 | 111 |
| Managed Assets ($) | $2,539,929,000 | 93 |
| Personal trust and agency accounts, managed assets | $650,628,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $639,504,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $258,820,000 | 83 |
| Corporate trust and agency accounts, managed assets | $534,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $839,405,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | $150,965,000 | 82 |
| Other fiduciary accounts, managed assets | $73,000 | 112 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $258,723,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $385,334,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $35,036,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $327,648,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $10,306,000 | 171 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $6,570,000 | 120 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,774,000 | 82 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $161,205,000 | 177 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,306,000 | 199 |
| 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 | $2,717,119,000 | 110 |
| Managed Assets ($) | $2,376,742,000 | 91 |
| Personal trust and agency accounts, managed assets | $634,179,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $568,597,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 267 |
| Other employee benefit and retirement-related accounts, managed assets | $243,339,000 | 82 |
| Corporate trust and agency accounts, managed assets | $439,000 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $785,639,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | $144,447,000 | 80 |
| Other fiduciary accounts, managed assets | $102,000 | 176 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $243,271,000 | 75 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $340,377,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $33,062,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $290,519,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $9,460,000 | 233 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $6,632,000 | 161 |
| Foundation and endowment trust and agency accounts, non-managed assets | $704,000 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $141,100,000 | 190 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,460,000 | 284 |
| 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 | $2,930,602,000 | 107 |
| Managed Assets ($) | $2,517,574,000 | 91 |
| Personal trust and agency accounts, managed assets | $684,362,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $624,653,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 200 |
| Other employee benefit and retirement-related accounts, managed assets | $257,521,000 | 81 |
| Corporate trust and agency accounts, managed assets | $533,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $796,400,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $154,030,000 | 80 |
| Other fiduciary accounts, managed assets | $75,000 | 107 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $257,517,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $413,028,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $65,660,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $318,031,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $21,689,000 | 122 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $6,882,000 | 122 |
| Foundation and endowment trust and agency accounts, non-managed assets | $766,000 | 119 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $119,284,000 | 187 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,751,000 | 201 |
| 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 | $2,832,638,000 | 110 |
| Managed Assets ($) | $2,442,091,000 | 91 |
| Personal trust and agency accounts, managed assets | $672,041,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $599,385,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $246,310,000 | 80 |
| Corporate trust and agency accounts, managed assets | $439,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $775,671,000 | 92 |
| Foundation and endowment trust and agency accounts, managed assets | $148,178,000 | 82 |
| Other fiduciary accounts, managed assets | $67,000 | 102 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $246,310,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $390,547,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $63,020,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $307,607,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $12,362,000 | 159 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $6,809,000 | 121 |
| Foundation and endowment trust and agency accounts, non-managed assets | $749,000 | 120 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $107,398,000 | 191 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,751,000 | 194 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,791,041,000 | 111 |
| Managed Assets ($) | $2,400,766,000 | 91 |
| Personal trust and agency accounts, managed assets | $659,785,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $549,690,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 204 |
| Other employee benefit and retirement-related accounts, managed assets | $248,532,000 | 79 |
| Corporate trust and agency accounts, managed assets | $534,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $807,502,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | $134,649,000 | 87 |
| Other fiduciary accounts, managed assets | $74,000 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $248,532,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $390,275,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $63,519,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $302,354,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $11,870,000 | 166 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $11,775,000 | 101 |
| Foundation and endowment trust and agency accounts, non-managed assets | $757,000 | 117 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $105,362,000 | 194 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,069,000 | 192 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,722,799,000 | 113 |
| Managed Assets ($) | $2,307,843,000 | 92 |
| Personal trust and agency accounts, managed assets | $656,541,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $522,367,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 275 |
| Other employee benefit and retirement-related accounts, managed assets | $253,203,000 | 77 |
| Corporate trust and agency accounts, managed assets | $439,000 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $740,452,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | $134,674,000 | 88 |
| Other fiduciary accounts, managed assets | $167,000 | 173 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $253,203,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $414,956,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $59,551,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $321,201,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 163 |
| Other retirement accounts, non-managed assets | $21,447,000 | 143 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $12,003,000 | 123 |
| Foundation and endowment trust and agency accounts, non-managed assets | $754,000 | 147 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $104,400,000 | 213 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,447,000 | 165 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,585,323,000 | 113 |
| Managed Assets ($) | $2,185,664,000 | 97 |
| Personal trust and agency accounts, managed assets | $645,041,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $466,318,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 206 |
| Other employee benefit and retirement-related accounts, managed assets | $248,207,000 | 77 |
| Corporate trust and agency accounts, managed assets | $534,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $698,556,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | $126,815,000 | 88 |
| Other fiduciary accounts, managed assets | $193,000 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $248,207,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $399,659,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $56,748,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $308,837,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $21,329,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $11,728,000 | 100 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,017,000 | 114 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $72,413,000 | 219 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,329,000 | 129 |
| 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 | $2,456,377,000 | 112 |
| Managed Assets ($) | $2,095,356,000 | 98 |
| Personal trust and agency accounts, managed assets | $635,864,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $440,973,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $242,417,000 | 77 |
| Corporate trust and agency accounts, managed assets | $439,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $655,205,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | $120,383,000 | 90 |
| Other fiduciary accounts, managed assets | $75,000 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $242,417,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $361,021,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $55,144,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $271,558,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $21,328,000 | 122 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $12,008,000 | 96 |
| Foundation and endowment trust and agency accounts, non-managed assets | $983,000 | 117 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $71,555,000 | 218 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,328,000 | 132 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,365,299,000 | 113 |
| Managed Assets ($) | $2,020,856,000 | 101 |
| Personal trust and agency accounts, managed assets | $610,984,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $431,289,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 207 |
| Other employee benefit and retirement-related accounts, managed assets | $227,978,000 | 76 |
| Corporate trust and agency accounts, managed assets | $532,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $633,053,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | $116,956,000 | 91 |
| Other fiduciary accounts, managed assets | $64,000 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $227,978,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $344,443,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $42,655,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $267,297,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $21,464,000 | 122 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $11,873,000 | 95 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,154,000 | 114 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $74,345,000 | 212 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,464,000 | 129 |
| 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 | $2,305,876,000 | 114 |
| Managed Assets ($) | $1,962,915,000 | 100 |
| Personal trust and agency accounts, managed assets | $601,984,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $398,026,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 280 |
| Other employee benefit and retirement-related accounts, managed assets | $218,064,000 | 78 |
| Corporate trust and agency accounts, managed assets | $438,000 | 115 |
| Investment management and investment advisory agency accounts, managed assets | $618,178,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $126,182,000 | 86 |
| Other fiduciary accounts, managed assets | $43,000 | 188 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $218,064,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $342,961,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $41,440,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $249,698,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $19,927,000 | 153 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $30,795,000 | 72 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,101,000 | 136 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $46,619,000 | 289 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,927,000 | 175 |
| 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 | $2,297,509,000 | 112 |
| Managed Assets ($) | $1,955,500,000 | 97 |
| Personal trust and agency accounts, managed assets | $577,996,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $400,738,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
| Other employee benefit and retirement-related accounts, managed assets | $209,163,000 | 78 |
| Corporate trust and agency accounts, managed assets | $531,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $640,239,000 | 92 |
| Foundation and endowment trust and agency accounts, managed assets | $126,684,000 | 83 |
| Other fiduciary accounts, managed assets | $149,000 | 97 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $209,163,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $342,009,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $39,448,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $245,328,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 137 |
| Other retirement accounts, non-managed assets | $24,201,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 122 |
| Investment management and advisory agency accounts, non-managed assets | $31,926,000 | 69 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,105,000 | 113 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $39,088,000 | 251 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,201,000 | 122 |
| 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 | $2,268,985,000 | 113 |
| Managed Assets ($) | $1,931,885,000 | 96 |
| Personal trust and agency accounts, managed assets | $579,127,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $384,094,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $196,701,000 | 80 |
| Corporate trust and agency accounts, managed assets | $438,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $647,843,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | $123,617,000 | 82 |
| Other fiduciary accounts, managed assets | $65,000 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $196,701,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $337,100,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $38,882,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $236,746,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 138 |
| Other retirement accounts, non-managed assets | $25,371,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $13,000 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $35,011,000 | 70 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,077,000 | 118 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,138,000 | 272 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,371,000 | 118 |
| 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 | $2,224,806,000 | 112 |
| Managed Assets ($) | $1,896,582,000 | 98 |
| Personal trust and agency accounts, managed assets | $578,060,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $376,361,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $46,000 | 216 |
| Other employee benefit and retirement-related accounts, managed assets | $191,200,000 | 82 |
| Corporate trust and agency accounts, managed assets | $532,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $624,248,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $126,118,000 | 82 |
| Other fiduciary accounts, managed assets | $17,000 | 118 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $191,200,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $328,224,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $44,428,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $228,227,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 136 |
| Other retirement accounts, non-managed assets | $18,066,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $13,000 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $36,290,000 | 64 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,200,000 | 115 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,111,000 | 312 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,066,000 | 138 |
| 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 | $2,222,107,000 | 111 |
| Managed Assets ($) | $1,921,806,000 | 94 |
| Personal trust and agency accounts, managed assets | $550,972,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $380,294,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $956,000 | 270 |
| Other employee benefit and retirement-related accounts, managed assets | $187,173,000 | 79 |
| Corporate trust and agency accounts, managed assets | $463,000 | 118 |
| Investment management and investment advisory agency accounts, managed assets | $653,012,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | $126,681,000 | 79 |
| Other fiduciary accounts, managed assets | $22,255,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $187,173,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $300,301,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $45,194,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $199,612,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 174 |
| Other retirement accounts, non-managed assets | $18,091,000 | 155 |
| Corporate trust and agency accounts, non-managed assets | $13,000 | 208 |
| Investment management and advisory agency accounts, non-managed assets | $36,215,000 | 63 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,176,000 | 139 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,059,000 | 579 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,091,000 | 184 |
| 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 | $2,168,378,000 | 115 |
| Managed Assets ($) | $1,861,821,000 | 91 |
| Personal trust and agency accounts, managed assets | $553,470,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $350,259,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $960,000 | 202 |
| Other employee benefit and retirement-related accounts, managed assets | $185,477,000 | 78 |
| Corporate trust and agency accounts, managed assets | $531,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $624,908,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $124,407,000 | 78 |
| Other fiduciary accounts, managed assets | $21,809,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $183,331,000 | 70 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $306,557,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $44,621,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $204,860,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $18,080,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $22,000 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $37,835,000 | 56 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,139,000 | 117 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,212,000 | 314 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,080,000 | 143 |
| 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 | $2,248,404,000 | 116 |
| Managed Assets ($) | $2,103,691,000 | 89 |
| Personal trust and agency accounts, managed assets | $592,653,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $548,002,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $972,000 | 203 |
| Other employee benefit and retirement-related accounts, managed assets | $193,704,000 | 79 |
| Corporate trust and agency accounts, managed assets | $438,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $634,008,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $133,886,000 | 78 |
| Other fiduciary accounts, managed assets | $28,000 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $193,704,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $144,713,000 | 197 |
| Personal trust and agency accounts, non-managed assets | $52,145,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $34,242,000 | 170 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $18,257,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $22,000 | 122 |
| Investment management and advisory agency accounts, non-managed assets | $38,839,000 | 56 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,208,000 | 117 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,548,000 | 323 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,257,000 | 146 |
| 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 | $2,184,716,000 | 117 |
| Managed Assets ($) | $2,064,044,000 | 88 |
| Personal trust and agency accounts, managed assets | $618,537,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $528,745,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $5,602,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $191,861,000 | 79 |
| Corporate trust and agency accounts, managed assets | $532,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $625,249,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | $93,063,000 | 98 |
| Other fiduciary accounts, managed assets | $455,000 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $180,816,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $120,672,000 | 211 |
| Personal trust and agency accounts, non-managed assets | $53,759,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $39,812,000 | 165 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 139 |
| Other retirement accounts, non-managed assets | $10,909,000 | 172 |
| Corporate trust and agency accounts, non-managed assets | $22,000 | 124 |
| Investment management and advisory agency accounts, non-managed assets | $14,960,000 | 87 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,210,000 | 120 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $43,000,000 | 259 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,413,000 | 138 |
| 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 | $1,968,561,000 | 123 |
| Managed Assets ($) | $1,860,545,000 | 95 |
| Personal trust and agency accounts, managed assets | $576,997,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $500,567,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $4,506,000 | 221 |
| Other employee benefit and retirement-related accounts, managed assets | $179,190,000 | 81 |
| Corporate trust and agency accounts, managed assets | $438,000 | 122 |
| Investment management and investment advisory agency accounts, managed assets | $509,553,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | $88,715,000 | 99 |
| Other fiduciary accounts, managed assets | $579,000 | 160 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $179,190,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $108,016,000 | 229 |
| Personal trust and agency accounts, non-managed assets | $33,838,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $48,108,000 | 168 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 180 |
| Other retirement accounts, non-managed assets | $8,323,000 | 279 |
| Corporate trust and agency accounts, non-managed assets | $22,000 | 212 |
| Investment management and advisory agency accounts, non-managed assets | $15,985,000 | 94 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,740,000 | 133 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $54,752,000 | 289 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,665,000 | 190 |
| 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 | $1,925,800,000 | 124 |
| Managed Assets ($) | $1,820,612,000 | 94 |
| Personal trust and agency accounts, managed assets | $562,532,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $491,862,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $4,359,000 | 180 |
| Other employee benefit and retirement-related accounts, managed assets | $173,522,000 | 81 |
| Corporate trust and agency accounts, managed assets | $553,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $498,498,000 | 111 |
| Foundation and endowment trust and agency accounts, managed assets | $88,844,000 | 95 |
| Other fiduciary accounts, managed assets | $442,000 | 98 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $173,522,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $105,188,000 | 225 |
| Personal trust and agency accounts, non-managed assets | $34,807,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $45,073,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $8,339,000 | 193 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $15,239,000 | 83 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,730,000 | 113 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $52,626,000 | 243 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,609,000 | 148 |
| 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 | $1,948,227,000 | 123 |
| Managed Assets ($) | $1,850,240,000 | 92 |
| Personal trust and agency accounts, managed assets | $560,499,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $504,222,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $4,351,000 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $171,957,000 | 79 |
| Corporate trust and agency accounts, managed assets | $1,195,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $516,629,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $91,322,000 | 92 |
| Other fiduciary accounts, managed assets | $65,000 | 107 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $171,957,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $97,987,000 | 228 |
| Personal trust and agency accounts, non-managed assets | $29,926,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $44,293,000 | 155 |
| Employee benefit-defined benefit accounts, non-managed Assets | $178,000 | 138 |
| Other retirement accounts, non-managed assets | $8,443,000 | 196 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $13,971,000 | 82 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,176,000 | 116 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $48,330,000 | 250 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,303,000 | 154 |
| 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 | $1,820,511,000 | 125 |
| Managed Assets ($) | $1,736,308,000 | 97 |
| Personal trust and agency accounts, managed assets | $502,923,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $484,402,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $4,343,000 | 179 |
| Other employee benefit and retirement-related accounts, managed assets | $168,175,000 | 80 |
| Corporate trust and agency accounts, managed assets | $699,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $479,995,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | $95,262,000 | 85 |
| Other fiduciary accounts, managed assets | $509,000 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $168,175,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $84,203,000 | 242 |
| Personal trust and agency accounts, non-managed assets | $20,008,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $40,057,000 | 160 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 144 |
| Other retirement accounts, non-managed assets | $8,368,000 | 193 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $14,632,000 | 87 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,138,000 | 116 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,291,000 | 250 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,400,000 | 150 |
| 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 | $1,812,322,000 | 125 |
| Managed Assets ($) | $1,621,970,000 | 101 |
| Personal trust and agency accounts, managed assets | $508,931,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $363,832,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $4,279,000 | 217 |
| Other employee benefit and retirement-related accounts, managed assets | $166,240,000 | 78 |
| Corporate trust and agency accounts, managed assets | $437,000 | 125 |
| Investment management and investment advisory agency accounts, managed assets | $482,774,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | $95,048,000 | 84 |
| Other fiduciary accounts, managed assets | $429,000 | 152 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $166,240,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $190,352,000 | 178 |
| Personal trust and agency accounts, non-managed assets | $21,912,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $142,137,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 186 |
| Other retirement accounts, non-managed assets | $7,848,000 | 298 |
| Corporate trust and agency accounts, non-managed assets | $125,000 | 202 |
| Investment management and advisory agency accounts, non-managed assets | $17,202,000 | 87 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,128,000 | 142 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $40,749,000 | 318 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,554,000 | 199 |
| 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 | $1,694,845,000 | 127 |
| Managed Assets ($) | $1,535,092,000 | 100 |
| Personal trust and agency accounts, managed assets | $484,115,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $341,089,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $4,413,000 | 173 |
| Other employee benefit and retirement-related accounts, managed assets | $157,701,000 | 76 |
| Corporate trust and agency accounts, managed assets | $530,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $501,843,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $45,330,000 | 127 |
| Other fiduciary accounts, managed assets | $71,000 | 101 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $157,701,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $159,753,000 | 184 |
| Personal trust and agency accounts, non-managed assets | $17,040,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $132,172,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $8,236,000 | 191 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $2,305,000 | 129 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,509,000 | 274 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,009,000 | 143 |
| 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 | $1,611,677,000 | 129 |
| Managed Assets ($) | $1,461,653,000 | 103 |
| Personal trust and agency accounts, managed assets | $454,463,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $303,872,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $4,200,000 | 173 |
| Other employee benefit and retirement-related accounts, managed assets | $151,036,000 | 77 |
| Corporate trust and agency accounts, managed assets | $437,000 | 72 |
| Investment management and investment advisory agency accounts, managed assets | $504,020,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | $43,625,000 | 126 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $151,036,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $150,024,000 | 191 |
| Personal trust and agency accounts, non-managed assets | $16,034,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $123,314,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $8,238,000 | 190 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $2,438,000 | 131 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,918,000 | 274 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,271,000 | 143 |
| 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 | $1,624,146,000 | 130 |
| Managed Assets ($) | $1,462,815,000 | 104 |
| Personal trust and agency accounts, managed assets | $465,256,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $297,101,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $4,184,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $148,331,000 | 77 |
| Corporate trust and agency accounts, managed assets | $1,396,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $502,607,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | $43,940,000 | 127 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $148,331,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $161,331,000 | 184 |
| Personal trust and agency accounts, non-managed assets | $15,987,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $135,071,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $8,519,000 | 190 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $1,754,000 | 148 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,023,000 | 269 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,843,000 | 137 |
| 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 | $1,528,407,000 | 132 |
| Managed Assets ($) | $1,380,573,000 | 103 |
| Personal trust and agency accounts, managed assets | $442,786,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $274,628,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $4,034,000 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $145,846,000 | 75 |
| Corporate trust and agency accounts, managed assets | $437,000 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $463,528,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | $49,195,000 | 121 |
| Other fiduciary accounts, managed assets | $119,000 | 183 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $145,846,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $147,834,000 | 199 |
| Personal trust and agency accounts, non-managed assets | $16,198,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $123,313,000 | 110 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
| Other retirement accounts, non-managed assets | $6,993,000 | 303 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $1,330,000 | 258 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $32,663,000 | 356 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,838,000 | 187 |
| 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 | $1,499,868,000 | 129 |
| Managed Assets ($) | $1,333,002,000 | 105 |
| Personal trust and agency accounts, managed assets | $428,418,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $257,512,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $4,037,000 | 172 |
| Other employee benefit and retirement-related accounts, managed assets | $142,281,000 | 76 |
| Corporate trust and agency accounts, managed assets | $530,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $451,812,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $48,412,000 | 119 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $142,281,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $166,866,000 | 183 |
| Personal trust and agency accounts, non-managed assets | $23,537,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $129,140,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $7,153,000 | 191 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $7,036,000 | 106 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,292,000 | 253 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,009,000 | 284 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,493,718,000 | 94 |
| Managed Assets ($) | $2,335,566,000 | 71 |
| Personal trust and agency accounts, managed assets | $415,164,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,303,836,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $3,806,000 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $135,901,000 | 74 |
| Corporate trust and agency accounts, managed assets | $438,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $430,009,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $46,003,000 | 118 |
| Other fiduciary accounts, managed assets | $409,000 | 89 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $135,901,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $158,152,000 | 186 |
| Personal trust and agency accounts, non-managed assets | $21,426,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $129,612,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $7,070,000 | 188 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $44,000 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $39,285,000 | 253 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,659,000 | 118 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,500,868,000 | 92 |
| Managed Assets ($) | $2,122,417,000 | 78 |
| Personal trust and agency accounts, managed assets | $407,304,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,105,451,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $3,654,000 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $132,895,000 | 79 |
| Corporate trust and agency accounts, managed assets | $528,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $423,960,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $47,874,000 | 117 |
| Other fiduciary accounts, managed assets | $751,000 | 83 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $132,895,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $378,451,000 | 120 |
| Personal trust and agency accounts, non-managed assets | $14,704,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $354,333,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 149 |
| Other retirement accounts, non-managed assets | $8,096,000 | 178 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $1,318,000 | 148 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $40,037,000 | 258 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,875,000 | 116 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,190,254,000 | 102 |
| Managed Assets ($) | $1,849,589,000 | 82 |
| Personal trust and agency accounts, managed assets | $386,992,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $887,708,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $3,355,000 | 238 |
| Other employee benefit and retirement-related accounts, managed assets | $121,145,000 | 79 |
| Corporate trust and agency accounts, managed assets | $437,000 | 144 |
| Investment management and investment advisory agency accounts, managed assets | $404,425,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | $43,751,000 | 117 |
| Other fiduciary accounts, managed assets | $1,776,000 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $121,145,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $340,665,000 | 126 |
| Personal trust and agency accounts, non-managed assets | $13,847,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $316,828,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 200 |
| Other retirement accounts, non-managed assets | $8,409,000 | 263 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $1,581,000 | 241 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $40,660,000 | 326 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,740,000 | 133 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,039,499,000 | 104 |
| Managed Assets ($) | $1,724,832,000 | 85 |
| Personal trust and agency accounts, managed assets | $379,418,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $792,864,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $3,168,000 | 184 |
| Other employee benefit and retirement-related accounts, managed assets | $118,517,000 | 80 |
| Corporate trust and agency accounts, managed assets | $529,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $384,715,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $44,218,000 | 107 |
| Other fiduciary accounts, managed assets | $1,403,000 | 71 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $118,517,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $314,667,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $15,161,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $287,994,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $8,356,000 | 172 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $3,156,000 | 112 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $42,063,000 | 246 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,807,000 | 106 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,270,790,000 | 100 |
| Managed Assets ($) | $1,913,942,000 | 84 |
| Personal trust and agency accounts, managed assets | $395,724,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $920,065,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $3,651,000 | 185 |
| Other employee benefit and retirement-related accounts, managed assets | $127,797,000 | 81 |
| Corporate trust and agency accounts, managed assets | $437,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $416,574,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | $49,098,000 | 106 |
| Other fiduciary accounts, managed assets | $596,000 | 84 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $127,797,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $356,848,000 | 122 |
| Personal trust and agency accounts, non-managed assets | $15,526,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $330,970,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $7,557,000 | 190 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $2,795,000 | 114 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $47,335,000 | 238 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,121,000 | 115 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,248,952,000 | 97 |
| Managed Assets ($) | $1,893,760,000 | 83 |
| Personal trust and agency accounts, managed assets | $407,148,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $906,058,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $3,673,000 | 187 |
| Other employee benefit and retirement-related accounts, managed assets | $124,288,000 | 81 |
| Corporate trust and agency accounts, managed assets | $527,000 | 75 |
| Investment management and investment advisory agency accounts, managed assets | $402,923,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | $48,664,000 | 104 |
| Other fiduciary accounts, managed assets | $479,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $124,288,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $355,192,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $10,486,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $334,031,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $7,903,000 | 184 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $2,772,000 | 110 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $46,834,000 | 244 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,906,000 | 116 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,001,135,000 | 105 |
| Managed Assets ($) | $1,632,775,000 | 87 |
| Personal trust and agency accounts, managed assets | $400,181,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $688,365,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $3,524,000 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $115,561,000 | 82 |
| Corporate trust and agency accounts, managed assets | $437,000 | 161 |
| Investment management and investment advisory agency accounts, managed assets | $377,526,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | $46,767,000 | 106 |
| Other fiduciary accounts, managed assets | $414,000 | 153 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $115,561,000 | 70 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $368,360,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $11,078,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $347,229,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
| Other retirement accounts, non-managed assets | $7,388,000 | 292 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $2,665,000 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $52,488,000 | 308 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,105,000 | 128 |
| 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 | $1,897,658,000 | 110 |
| Managed Assets ($) | $1,555,206,000 | 87 |
| Personal trust and agency accounts, managed assets | $404,303,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $640,079,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $3,329,000 | 187 |
| Other employee benefit and retirement-related accounts, managed assets | $107,315,000 | 84 |
| Corporate trust and agency accounts, managed assets | $548,000 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $354,425,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $45,179,000 | 106 |
| Other fiduciary accounts, managed assets | $28,000 | 102 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $107,315,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $342,452,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $12,104,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $320,083,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
| Other retirement accounts, non-managed assets | $7,709,000 | 181 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $2,556,000 | 109 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $51,196,000 | 240 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,815,000 | 94 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,758,928,000 | 109 |
| Managed Assets ($) | $1,448,236,000 | 87 |
| Personal trust and agency accounts, managed assets | $402,204,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $575,959,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $3,030,000 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $96,271,000 | 84 |
| Corporate trust and agency accounts, managed assets | $442,000 | 72 |
| Investment management and investment advisory agency accounts, managed assets | $327,527,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | $42,706,000 | 102 |
| Other fiduciary accounts, managed assets | $97,000 | 97 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $96,271,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $310,692,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $11,583,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $289,640,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $6,765,000 | 187 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $2,704,000 | 103 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $50,375,000 | 237 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,486,000 | 91 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,775,381,000 | 111 |
| Managed Assets ($) | $1,446,777,000 | 87 |
| Personal trust and agency accounts, managed assets | $366,005,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $605,032,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $3,225,000 | 186 |
| Other employee benefit and retirement-related accounts, managed assets | $98,163,000 | 86 |
| Corporate trust and agency accounts, managed assets | $557,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $328,141,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | $45,584,000 | 102 |
| Other fiduciary accounts, managed assets | $70,000 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $98,163,000 | 70 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $328,604,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $13,000,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $305,970,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $6,726,000 | 183 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $2,908,000 | 95 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,278,000 | 266 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,193,000 | 85 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,668,370,000 | 114 |
| Managed Assets ($) | $1,373,371,000 | 91 |
| Personal trust and agency accounts, managed assets | $347,284,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $567,556,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $3,183,000 | 259 |
| Other employee benefit and retirement-related accounts, managed assets | $96,176,000 | 86 |
| Corporate trust and agency accounts, managed assets | $452,000 | 153 |
| Investment management and investment advisory agency accounts, managed assets | $314,395,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $43,999,000 | 97 |
| Other fiduciary accounts, managed assets | $326,000 | 170 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $96,176,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $294,999,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $10,225,000 | 262 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $274,817,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
| Other retirement accounts, non-managed assets | $6,918,000 | 299 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $2,852,000 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $187,000 | 167 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $32,519,000 | 371 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,851,000 | 117 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,617,325,000 | 117 |
| Managed Assets ($) | $1,316,929,000 | 93 |
| Personal trust and agency accounts, managed assets | $349,426,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $541,948,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $5,260,000 | 175 |
| Other employee benefit and retirement-related accounts, managed assets | $91,332,000 | 86 |
| Corporate trust and agency accounts, managed assets | $559,000 | 73 |
| Investment management and investment advisory agency accounts, managed assets | $328,021,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $383,000 | 89 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $300,396,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $9,932,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $258,749,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $31,715,000 | 87 |
| 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 | $12,118,000 | 307 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,436,569,000 | 122 |
| Managed Assets ($) | $1,189,767,000 | 98 |
| Personal trust and agency accounts, managed assets | $314,476,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $498,987,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $4,995,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $79,530,000 | 92 |
| Corporate trust and agency accounts, managed assets | $453,000 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $291,105,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $221,000 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $246,802,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $8,973,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $197,844,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $39,985,000 | 71 |
| 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 | $11,385,000 | 313 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,293,057,000 | 125 |
| Managed Assets ($) | $1,068,760,000 | 101 |
| Personal trust and agency accounts, managed assets | $287,578,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $428,700,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $4,850,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $71,384,000 | 94 |
| Corporate trust and agency accounts, managed assets | $555,000 | 73 |
| Investment management and investment advisory agency accounts, managed assets | $274,248,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,445,000 | 79 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $224,297,000 | 140 |
| Personal trust and agency accounts, non-managed assets | $7,701,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $170,923,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $45,673,000 | 66 |
| 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 | $15,961,000 | 309 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,334,004,000 | 129 |
| Managed Assets ($) | $1,041,953,000 | 107 |
| Personal trust and agency accounts, managed assets | $296,278,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $378,086,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $5,998,000 | 204 |
| Other employee benefit and retirement-related accounts, managed assets | $75,652,000 | 95 |
| Corporate trust and agency accounts, managed assets | $448,000 | 165 |
| Investment management and investment advisory agency accounts, managed assets | $285,071,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $420,000 | 182 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $292,051,000 | 131 |
| Personal trust and agency accounts, non-managed assets | $11,826,000 | 267 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $233,419,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $46,806,000 | 79 |
| 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 | $16,115,000 | 467 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,543,234,000 | 126 |
| Managed Assets ($) | $1,200,438,000 | 105 |
| Personal trust and agency accounts, managed assets | $328,692,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $452,340,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $6,655,000 | 163 |
| Other employee benefit and retirement-related accounts, managed assets | $86,819,000 | 91 |
| Corporate trust and agency accounts, managed assets | $552,000 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $325,055,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $325,000 | 104 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $342,796,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $15,345,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $269,698,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $57,753,000 | 68 |
| 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 | $16,886,000 | 322 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,634,039,000 | 127 |
| Managed Assets ($) | $1,263,422,000 | 108 |
| Personal trust and agency accounts, managed assets | $338,798,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $480,387,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $7,316,000 | 168 |
| Other employee benefit and retirement-related accounts, managed assets | $96,702,000 | 92 |
| Corporate trust and agency accounts, managed assets | $446,000 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $339,510,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $263,000 | 102 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $370,617,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $16,399,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $293,893,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $60,325,000 | 69 |
| 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 | $16,408,000 | 329 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,642,165,000 | 133 |
| Managed Assets ($) | $1,291,259,000 | 110 |
| Personal trust and agency accounts, managed assets | $326,240,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $517,247,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $7,497,000 | 165 |
| Other employee benefit and retirement-related accounts, managed assets | $94,353,000 | 93 |
| Corporate trust and agency accounts, managed assets | $552,000 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $343,188,000 | 125 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,182,000 | 85 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $350,906,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $17,027,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $274,616,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $59,263,000 | 66 |
| 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 | $14,625,000 | 340 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,684,458,000 | 131 |
| Managed Assets ($) | $1,324,111,000 | 107 |
| Personal trust and agency accounts, managed assets | $334,216,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $530,334,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $7,737,000 | 198 |
| Other employee benefit and retirement-related accounts, managed assets | $92,716,000 | 90 |
| Corporate trust and agency accounts, managed assets | $445,000 | 173 |
| Investment management and investment advisory agency accounts, managed assets | $358,268,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $395,000 | 199 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $360,347,000 | 140 |
| Personal trust and agency accounts, non-managed assets | $16,433,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $281,531,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $62,383,000 | 69 |
| 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 | $15,584,000 | 499 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,693,865,000 | 134 |
| Managed Assets ($) | $1,324,341,000 | 109 |
| Personal trust and agency accounts, managed assets | $341,274,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $519,225,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $8,095,000 | 163 |
| Other employee benefit and retirement-related accounts, managed assets | $92,425,000 | 90 |
| Corporate trust and agency accounts, managed assets | $544,000 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $361,509,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,269,000 | 91 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $369,524,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $20,006,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $285,611,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
| Other retirement accounts, non-managed assets | $63,907,000 | 65 |
| 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 | $15,767,000 | 328 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,660,825,000 | 141 |
| Managed Assets ($) | $1,123,869,000 | 126 |
| Personal trust and agency accounts, managed assets | $351,837,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $310,474,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $8,181,000 | 166 |
| Other employee benefit and retirement-related accounts, managed assets | $93,148,000 | 89 |
| Corporate trust and agency accounts, managed assets | $441,000 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $358,035,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,753,000 | 88 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $536,956,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $18,976,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $453,121,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $64,859,000 | 68 |
| 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 | $17,737,000 | 334 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,594,210,000 | 142 |
| Managed Assets ($) | $965,376,000 | 135 |
| Personal trust and agency accounts, managed assets | $342,885,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $180,091,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $7,952,000 | 170 |
| Other employee benefit and retirement-related accounts, managed assets | $85,234,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $348,730,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $484,000 | 96 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $628,834,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $10,260,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $554,436,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $64,138,000 | 69 |
| 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 | $17,838,000 | 328 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,549,421,000 | 138 |
| Managed Assets ($) | $939,362,000 | 136 |
| Personal trust and agency accounts, managed assets | $334,858,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $176,924,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $7,815,000 | 213 |
| Other employee benefit and retirement-related accounts, managed assets | $88,634,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $330,793,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $338,000 | 190 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $610,059,000 | 126 |
| Personal trust and agency accounts, non-managed assets | $12,207,000 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $532,764,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $65,088,000 | 77 |
| 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 | $17,154,000 | 503 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,465,702,000 | 146 |
| Managed Assets ($) | $1,240,265,000 | 113 |
| Personal trust and agency accounts, managed assets | $329,232,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $515,193,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $7,330,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $85,424,000 | 90 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $302,578,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $508,000 | 93 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $225,437,000 | 173 |
| Personal trust and agency accounts, non-managed assets | $15,423,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $141,650,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $68,364,000 | 73 |
| 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 | $10,367,000 | 334 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,425,862,000 | 152 |
| Managed Assets ($) | $1,207,730,000 | 118 |
| Personal trust and agency accounts, managed assets | $339,428,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $485,898,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $7,117,000 | 179 |
| Other employee benefit and retirement-related accounts, managed assets | $81,599,000 | 97 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $292,972,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $716,000 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $218,132,000 | 184 |
| Personal trust and agency accounts, non-managed assets | $15,493,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $136,639,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $66,000,000 | 77 |
| 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 | $10,820,000 | 340 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,423,565,000 | 152 |
| Managed Assets ($) | $1,202,787,000 | 117 |
| Personal trust and agency accounts, managed assets | $342,678,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $474,900,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $3,153,000 | 202 |
| Other employee benefit and retirement-related accounts, managed assets | $79,011,000 | 98 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $302,568,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $477,000 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $220,778,000 | 189 |
| Personal trust and agency accounts, non-managed assets | $16,694,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $135,612,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $68,472,000 | 75 |
| 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 | $10,978,000 | 343 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,351,388,000 | 155 |
| Managed Assets ($) | $1,141,110,000 | 117 |
| Personal trust and agency accounts, managed assets | $321,725,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $449,407,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $2,956,000 | 299 |
| Other employee benefit and retirement-related accounts, managed assets | $72,233,000 | 101 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $293,521,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,268,000 | 163 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $210,278,000 | 192 |
| Personal trust and agency accounts, non-managed assets | $10,976,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $127,192,000 | 110 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $72,110,000 | 72 |
| 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 | $12,182,000 | 555 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,323,924,000 | 156 |
| Managed Assets ($) | $1,120,264,000 | 115 |
| Personal trust and agency accounts, managed assets | $321,276,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $449,551,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $2,896,000 | 208 |
| Other employee benefit and retirement-related accounts, managed assets | $63,205,000 | 108 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $281,524,000 | 143 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,812,000 | 93 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $203,660,000 | 192 |
| Personal trust and agency accounts, non-managed assets | $9,964,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $121,867,000 | 109 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
| Other retirement accounts, non-managed assets | $71,829,000 | 70 |
| 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 | $11,100,000 | 333 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,234,197,000 | 156 |
| Managed Assets ($) | $1,045,065,000 | 116 |
| Personal trust and agency accounts, managed assets | $309,971,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $393,130,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $2,689,000 | 213 |
| Other employee benefit and retirement-related accounts, managed assets | $60,638,000 | 107 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $277,306,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,331,000 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $189,132,000 | 195 |
| Personal trust and agency accounts, non-managed assets | $9,731,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $113,247,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $66,154,000 | 71 |
| 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 | $12,381,000 | 340 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,244,743,000 | 160 |
| Managed Assets ($) | $1,077,754,000 | 118 |
| Personal trust and agency accounts, managed assets | $312,423,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $156,463,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $219,122,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $85,525,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $303,950,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $271,000 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $166,989,000 | 206 |
| Personal trust and agency accounts, non-managed assets | $11,140,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $108,547,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,818,000 | 150 |
| Other retirement accounts, non-managed assets | $44,484,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,701,000 | 337 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,052,239,000 | 175 |
| Managed Assets ($) | $912,050,000 | 132 |
| Personal trust and agency accounts, managed assets | $328,954,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $151,700,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $2,569,000 | 302 |
| Other employee benefit and retirement-related accounts, managed assets | $123,493,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $304,830,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $504,000 | 196 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $140,189,000 | 228 |
| Personal trust and agency accounts, non-managed assets | $11,012,000 | 285 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $106,147,000 | 113 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,475,000 | 134 |
| Other retirement accounts, non-managed assets | $6,555,000 | 337 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $166,613,000 | 211 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $985,675,000 | 177 |
| Managed Assets ($) | $866,203,000 | 135 |
| Personal trust and agency accounts, managed assets | $309,440,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $145,640,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $2,346,000 | 210 |
| Other employee benefit and retirement-related accounts, managed assets | $123,857,000 | 69 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $284,793,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $127,000 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $119,472,000 | 225 |
| Personal trust and agency accounts, non-managed assets | $11,110,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $90,944,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,292,000 | 132 |
| Other retirement accounts, non-managed assets | $2,126,000 | 264 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $168,259,000 | 197 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $848,110,000 | 192 |
| Managed Assets ($) | $700,145,000 | 152 |
| Personal trust and agency accounts, managed assets | $238,958,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $143,515,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $2,361,000 | 213 |
| Other employee benefit and retirement-related accounts, managed assets | $44,416,000 | 134 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $270,701,000 | 132 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $194,000 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $147,965,000 | 215 |
| Personal trust and agency accounts, non-managed assets | $44,184,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $84,959,000 | 122 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,709,000 | 130 |
| Other retirement accounts, non-managed assets | $3,113,000 | 258 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,631,000 | 349 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $793,497,000 | 198 |
| Managed Assets ($) | $695,103,000 | 154 |
| Personal trust and agency accounts, managed assets | $242,351,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $143,981,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $2,307,000 | 210 |
| Other employee benefit and retirement-related accounts, managed assets | $42,760,000 | 139 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $263,594,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $110,000 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $98,394,000 | 244 |
| Personal trust and agency accounts, non-managed assets | $3,391,000 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $76,268,000 | 126 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,906,000 | 133 |
| Other retirement accounts, non-managed assets | $2,829,000 | 261 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,827,000 | 354 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $761,193,000 | 208 |
| Managed Assets ($) | $669,241,000 | 164 |
| Personal trust and agency accounts, managed assets | $233,507,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $132,765,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $2,242,000 | 311 |
| Other employee benefit and retirement-related accounts, managed assets | $40,228,000 | 144 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $259,496,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,003,000 | 187 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $91,952,000 | 268 |
| Personal trust and agency accounts, non-managed assets | $3,655,000 | 445 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $68,130,000 | 145 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,166,000 | 142 |
| Other retirement accounts, non-managed assets | $3,001,000 | 489 |
| Corporate trust and agency accounts, non-managed assets | $0 | 431 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,863,000 | 619 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $725,354,000 | 217 |
| Managed Assets ($) | $660,862,000 | 169 |
| Personal trust and agency accounts, managed assets | $234,526,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $139,324,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $1,988,000 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $37,538,000 | 148 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $247,327,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $159,000 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $64,492,000 | 279 |
| Personal trust and agency accounts, non-managed assets | $3,478,000 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $41,872,000 | 172 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,408,000 | 142 |
| Other retirement accounts, non-managed assets | $2,734,000 | 277 |
| Corporate trust and agency accounts, non-managed assets | $0 | 201 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,054,000 | 368 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $714,753,000 | 224 |
| Managed Assets ($) | $619,788,000 | 176 |
| Personal trust and agency accounts, managed assets | $240,403,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $97,533,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $1,809,000 | 226 |
| Other employee benefit and retirement-related accounts, managed assets | $36,704,000 | 152 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $242,886,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $453,000 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $94,965,000 | 256 |
| Personal trust and agency accounts, non-managed assets | $5,922,000 | 260 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $71,042,000 | 141 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,305,000 | 142 |
| Other retirement accounts, non-managed assets | $2,696,000 | 274 |
| Corporate trust and agency accounts, non-managed assets | $0 | 205 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,860,000 | 342 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $641,391,000 | 237 |
| Managed Assets ($) | $566,353,000 | 184 |
| Personal trust and agency accounts, managed assets | $218,971,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $83,272,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $1,554,000 | 231 |
| Other employee benefit and retirement-related accounts, managed assets | $33,241,000 | 153 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $228,812,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $503,000 | 131 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $75,038,000 | 273 |
| Personal trust and agency accounts, non-managed assets | $7,007,000 | 267 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $66,057,000 | 144 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $1,974,000 | 289 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,409,000 | 354 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $662,260,000 | 235 |
| Managed Assets ($) | $540,954,000 | 188 |
| Personal trust and agency accounts, managed assets | $208,914,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $80,301,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $1,591,000 | 351 |
| Other employee benefit and retirement-related accounts, managed assets | $31,230,000 | 168 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $213,584,000 | 141 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,334,000 | 118 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $121,306,000 | 251 |
| Personal trust and agency accounts, non-managed assets | $55,002,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,923,000 | 144 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $2,381,000 | 502 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,106,000 | 683 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $681,487,000 | 210 |
| Managed Assets ($) | $587,988,000 | 170 |
| Personal trust and agency accounts, managed assets | $255,747,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $89,771,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $1,747,000 | 332 |
| Other employee benefit and retirement-related accounts, managed assets | $34,435,000 | 151 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $205,493,000 | 136 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $795,000 | 215 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $93,499,000 | 252 |
| Personal trust and agency accounts, non-managed assets | $32,750,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,552,000 | 138 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $3,197,000 | 440 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,036,000 | 461 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |