Home > First Financial Bank > Total Fiduciary and Related Assets
First Financial Bank, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,903,407,000 | 147 |
| Managed Assets ($) | $2,687,438,000 | 111 |
| Personal trust and agency accounts, managed assets | $880,011,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $235,485,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $33,252,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $401,567,000 | 77 |
| Corporate trust and agency accounts, managed assets | $35,000 | 164 |
| Investment management and investment advisory agency accounts, managed assets | $1,041,815,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 500 |
| Other fiduciary accounts, managed assets | $95,273,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $401,567,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $215,969,000 | 209 |
| Personal trust and agency accounts, non-managed assets | $202,120,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 356 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $10,283,000 | 243 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $808,000 | 260 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 245 |
| Other fiduciary accounts, non-managed assets | $2,758,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $552,422,000 | 129 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,283,000 | 268 |
| 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 | $2,767,839,000 | 149 |
| Managed Assets ($) | $2,563,894,000 | 115 |
| Personal trust and agency accounts, managed assets | $840,262,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $244,650,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $30,687,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $372,379,000 | 78 |
| Corporate trust and agency accounts, managed assets | $34,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $987,790,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 298 |
| Other fiduciary accounts, managed assets | $88,092,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $372,379,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $203,945,000 | 195 |
| Personal trust and agency accounts, non-managed assets | $192,153,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 247 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $8,024,000 | 176 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $1,149,000 | 168 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 192 |
| Other fiduciary accounts, non-managed assets | $2,619,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $529,620,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,025,000 | 188 |
| 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 | $2,791,707,000 | 144 |
| Managed Assets ($) | $2,593,763,000 | 109 |
| Personal trust and agency accounts, managed assets | $831,030,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $233,346,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $32,232,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $379,975,000 | 75 |
| Corporate trust and agency accounts, managed assets | $34,000 | 111 |
| Investment management and investment advisory agency accounts, managed assets | $1,024,119,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 348 |
| Other fiduciary accounts, managed assets | $93,027,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $379,975,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $197,944,000 | 208 |
| Personal trust and agency accounts, non-managed assets | $185,933,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $9,189,000 | 192 |
| 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 | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $2,822,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $549,534,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,189,000 | 208 |
| 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 | $2,753,772,000 | 154 |
| Managed Assets ($) | $2,557,622,000 | 117 |
| Personal trust and agency accounts, managed assets | $824,692,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $227,325,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $31,623,000 | 95 |
| Other employee benefit and retirement-related accounts, managed assets | $367,400,000 | 80 |
| Corporate trust and agency accounts, managed assets | $36,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $1,013,895,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 305 |
| Other fiduciary accounts, managed assets | $92,651,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $367,400,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $196,150,000 | 201 |
| Personal trust and agency accounts, non-managed assets | $183,513,000 | 100 |
| 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 | $9,818,000 | 162 |
| 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 | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $2,819,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $564,132,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,818,000 | 181 |
| 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 | $2,615,746,000 | 157 |
| Managed Assets ($) | $2,422,618,000 | 122 |
| Personal trust and agency accounts, managed assets | $805,592,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $230,596,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $31,444,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $345,695,000 | 81 |
| Corporate trust and agency accounts, managed assets | $5,227,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $912,085,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 513 |
| Other fiduciary accounts, managed assets | $91,979,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $345,695,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $193,128,000 | 219 |
| Personal trust and agency accounts, non-managed assets | $181,196,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 360 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $10,001,000 | 234 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 205 |
| Other fiduciary accounts, non-managed assets | $1,931,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $560,761,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,001,000 | 274 |
| 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 | $2,403,642,000 | 158 |
| Managed Assets ($) | $2,204,066,000 | 123 |
| Personal trust and agency accounts, managed assets | $738,431,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $226,837,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $29,296,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $327,176,000 | 81 |
| Corporate trust and agency accounts, managed assets | $5,193,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $790,379,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 319 |
| Other fiduciary accounts, managed assets | $86,754,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $327,176,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $199,576,000 | 202 |
| Personal trust and agency accounts, non-managed assets | $184,332,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 246 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $13,338,000 | 151 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $1,906,000 | 53 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $564,612,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,338,000 | 165 |
| 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 | $2,425,719,000 | 132 |
| Managed Assets ($) | $2,218,000,000 | 103 |
| Personal trust and agency accounts, managed assets | $789,069,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $237,409,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $32,429,000 | 95 |
| Other employee benefit and retirement-related accounts, managed assets | $345,140,000 | 73 |
| Corporate trust and agency accounts, managed assets | $5,629,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $716,208,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 337 |
| Other fiduciary accounts, managed assets | $92,116,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $345,140,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $207,719,000 | 179 |
| Personal trust and agency accounts, non-managed assets | $191,132,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 267 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $14,618,000 | 147 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 229 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $1,969,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $586,829,000 | 109 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,618,000 | 164 |
| 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 | $2,624,879,000 | 135 |
| Managed Assets ($) | $2,405,970,000 | 104 |
| Personal trust and agency accounts, managed assets | $874,704,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $251,792,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $36,132,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $366,741,000 | 79 |
| Corporate trust and agency accounts, managed assets | $5,594,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $765,480,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
| Other fiduciary accounts, managed assets | $105,527,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $366,741,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $218,909,000 | 175 |
| Personal trust and agency accounts, non-managed assets | $199,600,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $17,057,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 136 |
| Other fiduciary accounts, non-managed assets | $2,252,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $642,013,000 | 109 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,057,000 | 145 |
| 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 | $2,709,677,000 | 135 |
| Managed Assets ($) | $2,474,894,000 | 104 |
| Personal trust and agency accounts, managed assets | $892,751,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $256,743,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $38,258,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $374,727,000 | 79 |
| Corporate trust and agency accounts, managed assets | $6,073,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $791,078,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 487 |
| Other fiduciary accounts, managed assets | $115,264,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $374,727,000 | 72 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $234,783,000 | 184 |
| Personal trust and agency accounts, non-managed assets | $215,023,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
| Other retirement accounts, non-managed assets | $17,307,000 | 173 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
| Other fiduciary accounts, non-managed assets | $2,453,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $651,890,000 | 117 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,307,000 | 209 |
| 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 | $2,589,313,000 | 136 |
| Managed Assets ($) | $2,382,599,000 | 107 |
| Personal trust and agency accounts, managed assets | $861,084,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $265,518,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $36,703,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $356,385,000 | 80 |
| Corporate trust and agency accounts, managed assets | $6,038,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $745,382,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other fiduciary accounts, managed assets | $111,489,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $356,385,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $206,714,000 | 182 |
| Personal trust and agency accounts, non-managed assets | $186,317,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
| Other retirement accounts, non-managed assets | $18,096,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
| Other fiduciary accounts, non-managed assets | $2,301,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $641,315,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,096,000 | 145 |
| 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 | $2,567,737,000 | 137 |
| Managed Assets ($) | $2,353,206,000 | 107 |
| Personal trust and agency accounts, managed assets | $870,961,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $254,188,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $37,180,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $344,247,000 | 81 |
| Corporate trust and agency accounts, managed assets | $6,465,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $726,544,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 320 |
| Other fiduciary accounts, managed assets | $113,621,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $344,247,000 | 75 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $214,531,000 | 189 |
| Personal trust and agency accounts, non-managed assets | $186,066,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 267 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $26,137,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $2,328,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $647,751,000 | 105 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,137,000 | 136 |
| 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 | $2,262,885,000 | 139 |
| Managed Assets ($) | $2,054,702,000 | 116 |
| Personal trust and agency accounts, managed assets | $851,970,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,447,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $36,630,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $316,700,000 | 84 |
| Corporate trust and agency accounts, managed assets | $6,465,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $686,239,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 277 |
| Other fiduciary accounts, managed assets | $110,251,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $316,420,000 | 79 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $208,183,000 | 181 |
| Personal trust and agency accounts, non-managed assets | $180,790,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $25,036,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $113,000 | 175 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $2,244,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $602,726,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,245,000 | 129 |
| 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 | $2,223,478,000 | 140 |
| Managed Assets ($) | $2,019,279,000 | 116 |
| Personal trust and agency accounts, managed assets | $847,673,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $69,346,000 | 90 |
| Employee benefit-defined benefit accounts, managed assets | $35,625,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $304,977,000 | 87 |
| Corporate trust and agency accounts, managed assets | $6,904,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $650,295,000 | 125 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 489 |
| Other fiduciary accounts, managed assets | $104,459,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $304,750,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $204,199,000 | 190 |
| Personal trust and agency accounts, non-managed assets | $176,970,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 365 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 148 |
| Other retirement accounts, non-managed assets | $24,880,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $114,000 | 311 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
| Other fiduciary accounts, non-managed assets | $2,235,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $610,731,000 | 112 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,099,000 | 165 |
| 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 | $2,208,523,000 | 136 |
| Managed Assets ($) | $2,029,856,000 | 109 |
| Personal trust and agency accounts, managed assets | $795,063,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $230,673,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $32,390,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $275,158,000 | 87 |
| Corporate trust and agency accounts, managed assets | $6,904,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $592,770,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 277 |
| Other fiduciary accounts, managed assets | $96,898,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $274,969,000 | 82 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $178,667,000 | 185 |
| Personal trust and agency accounts, non-managed assets | $154,077,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,131,000 | 218 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 122 |
| Other retirement accounts, non-managed assets | $22,465,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $131,000 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $863,000 | 54 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $574,813,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,561,000 | 133 |
| 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 | $2,110,448,000 | 137 |
| Managed Assets ($) | $1,937,898,000 | 110 |
| Personal trust and agency accounts, managed assets | $750,864,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $207,335,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $31,006,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $256,531,000 | 90 |
| Corporate trust and agency accounts, managed assets | $7,346,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $591,648,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 314 |
| Other fiduciary accounts, managed assets | $93,168,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $256,353,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $172,550,000 | 193 |
| Personal trust and agency accounts, non-managed assets | $148,956,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $998,000 | 250 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $21,481,000 | 122 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $227,000 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
| Other fiduciary accounts, non-managed assets | $888,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $676,649,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,785,000 | 140 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,907,047,000 | 137 |
| Managed Assets ($) | $1,743,860,000 | 113 |
| Personal trust and agency accounts, managed assets | $691,296,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $208,838,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $27,545,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $226,626,000 | 90 |
| Corporate trust and agency accounts, managed assets | $7,346,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $499,238,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 280 |
| Other fiduciary accounts, managed assets | $82,971,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $226,471,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $163,187,000 | 185 |
| Personal trust and agency accounts, non-managed assets | $140,395,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,950,000 | 211 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $19,732,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $197,000 | 176 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
| Other fiduciary accounts, non-managed assets | $913,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $645,808,000 | 100 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,139,000 | 134 |
| 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 | $2,178,781,000 | 136 |
| Managed Assets ($) | $1,993,170,000 | 112 |
| Personal trust and agency accounts, managed assets | $802,384,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $220,538,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $32,655,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $261,351,000 | 90 |
| Corporate trust and agency accounts, managed assets | $7,854,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $566,738,000 | 125 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 485 |
| Other fiduciary accounts, managed assets | $101,650,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $260,958,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $185,611,000 | 190 |
| Personal trust and agency accounts, non-managed assets | $153,399,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,935,000 | 328 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $23,217,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $5,593,000 | 84 |
| Investment management and advisory agency accounts, non-managed assets | $531,000 | 280 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
| Other fiduciary accounts, non-managed assets | $936,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $685,224,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,487,000 | 168 |
| 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 | $2,107,171,000 | 136 |
| Managed Assets ($) | $1,917,905,000 | 113 |
| Personal trust and agency accounts, managed assets | $784,400,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $207,742,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $34,100,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $242,213,000 | 91 |
| Corporate trust and agency accounts, managed assets | $7,790,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $542,969,000 | 125 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 281 |
| Other fiduciary accounts, managed assets | $98,691,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $241,843,000 | 86 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $189,266,000 | 178 |
| Personal trust and agency accounts, non-managed assets | $139,220,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,860,000 | 217 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 124 |
| Other retirement accounts, non-managed assets | $23,303,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $23,319,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $610,000 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
| Other fiduciary accounts, non-managed assets | $954,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $656,093,000 | 100 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,618,000 | 126 |
| 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 | $2,099,814,000 | 135 |
| Managed Assets ($) | $1,883,973,000 | 114 |
| Personal trust and agency accounts, managed assets | $791,156,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $208,684,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $33,959,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $219,781,000 | 101 |
| Corporate trust and agency accounts, managed assets | $18,434,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $519,054,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 308 |
| Other fiduciary accounts, managed assets | $92,905,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $219,605,000 | 92 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $215,841,000 | 170 |
| Personal trust and agency accounts, non-managed assets | $137,642,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,611,000 | 198 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 132 |
| Other retirement accounts, non-managed assets | $26,069,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $39,831,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $721,000 | 175 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
| Other fiduciary accounts, non-managed assets | $967,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $657,049,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,682,000 | 129 |
| 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 | $2,070,654,000 | 135 |
| Managed Assets ($) | $1,867,147,000 | 115 |
| Personal trust and agency accounts, managed assets | $818,411,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $200,158,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $33,142,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $205,702,000 | 102 |
| Corporate trust and agency accounts, managed assets | $24,321,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $493,689,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 312 |
| Other fiduciary accounts, managed assets | $91,724,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $205,216,000 | 92 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $203,507,000 | 173 |
| Personal trust and agency accounts, non-managed assets | $127,730,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,571,000 | 199 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $28,842,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $34,815,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | $600,000 | 180 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $949,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $568,520,000 | 107 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,835,000 | 127 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,977,412,000 | 131 |
| Managed Assets ($) | $1,766,896,000 | 112 |
| Personal trust and agency accounts, managed assets | $782,621,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $203,582,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $30,251,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $189,876,000 | 99 |
| Corporate trust and agency accounts, managed assets | $22,868,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $453,658,000 | 132 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other fiduciary accounts, managed assets | $84,040,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $185,484,000 | 92 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $210,516,000 | 168 |
| Personal trust and agency accounts, non-managed assets | $122,040,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,750,000 | 251 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $28,339,000 | 111 |
| Corporate trust and agency accounts, non-managed assets | $48,141,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $1,391,000 | 241 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
| Other fiduciary accounts, non-managed assets | $855,000 | 82 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $592,404,000 | 110 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,779,000 | 156 |
| 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 | $2,122,273,000 | 127 |
| Managed Assets ($) | $1,916,233,000 | 109 |
| Personal trust and agency accounts, managed assets | $829,200,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $213,707,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $36,192,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $201,770,000 | 99 |
| Corporate trust and agency accounts, managed assets | $22,209,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $510,023,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 311 |
| Other fiduciary accounts, managed assets | $103,132,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $197,054,000 | 93 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $206,040,000 | 178 |
| Personal trust and agency accounts, non-managed assets | $122,633,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,118,000 | 199 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $31,890,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $36,070,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $2,316,000 | 159 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $1,013,000 | 61 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $641,399,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,018,000 | 119 |
| 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 | $2,154,236,000 | 125 |
| Managed Assets ($) | $1,889,684,000 | 107 |
| Personal trust and agency accounts, managed assets | $782,302,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $208,275,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $37,674,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $189,039,000 | 100 |
| Corporate trust and agency accounts, managed assets | $28,047,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $499,762,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | $42,375,000 | 161 |
| Other fiduciary accounts, managed assets | $102,210,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $184,735,000 | 92 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $264,552,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $136,298,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,105,000 | 198 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,443,000 | 113 |
| Other retirement accounts, non-managed assets | $32,329,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $71,666,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | $1,858,000 | 164 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,618,000 | 96 |
| Other fiduciary accounts, non-managed assets | $3,235,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $601,447,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,107,000 | 115 |
| 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 | $2,108,845,000 | 128 |
| Managed Assets ($) | $1,768,761,000 | 112 |
| Personal trust and agency accounts, managed assets | $716,905,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $209,300,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $37,320,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $186,531,000 | 98 |
| Corporate trust and agency accounts, managed assets | $20,965,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $498,825,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 308 |
| Other fiduciary accounts, managed assets | $98,915,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $182,121,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $340,084,000 | 146 |
| Personal trust and agency accounts, non-managed assets | $289,187,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,699,000 | 203 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $26,672,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $11,578,000 | 102 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $948,000 | 66 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $515,222,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,476,000 | 124 |
| 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 | $2,115,503,000 | 127 |
| Managed Assets ($) | $1,767,590,000 | 113 |
| Personal trust and agency accounts, managed assets | $721,764,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $207,082,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $37,644,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $183,533,000 | 99 |
| Corporate trust and agency accounts, managed assets | $23,767,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $482,777,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 492 |
| Other fiduciary accounts, managed assets | $111,023,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $179,247,000 | 89 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $347,913,000 | 146 |
| Personal trust and agency accounts, non-managed assets | $289,386,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,561,000 | 219 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 163 |
| Other retirement accounts, non-managed assets | $27,893,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $12,091,000 | 122 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
| Other fiduciary accounts, non-managed assets | $982,000 | 82 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $554,274,000 | 113 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,710,000 | 151 |
| 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 | $2,062,941,000 | 129 |
| Managed Assets ($) | $1,716,893,000 | 114 |
| Personal trust and agency accounts, managed assets | $725,412,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $181,830,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $36,158,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $176,675,000 | 96 |
| Corporate trust and agency accounts, managed assets | $22,747,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $463,594,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 304 |
| Other fiduciary accounts, managed assets | $110,477,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $172,593,000 | 88 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $346,048,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $270,194,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,245,000 | 187 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $44,412,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $12,252,000 | 97 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $945,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $546,676,000 | 105 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $40,176,000 | 91 |
| 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 | $2,000,670,000 | 125 |
| Managed Assets ($) | $1,672,643,000 | 112 |
| Personal trust and agency accounts, managed assets | $715,690,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $177,040,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $34,676,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $167,676,000 | 96 |
| Corporate trust and agency accounts, managed assets | $23,663,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $451,553,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 305 |
| Other fiduciary accounts, managed assets | $102,345,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $155,189,000 | 92 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $328,027,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $264,267,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,549,000 | 190 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $33,415,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $11,847,000 | 98 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $949,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $559,982,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,976,000 | 114 |
| 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 | $1,966,250,000 | 127 |
| Managed Assets ($) | $1,639,265,000 | 111 |
| Personal trust and agency accounts, managed assets | $826,109,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $180,635,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $29,928,000 | 111 |
| Other employee benefit and retirement-related accounts, managed assets | $158,222,000 | 96 |
| Corporate trust and agency accounts, managed assets | $21,429,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $422,877,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 310 |
| Other fiduciary accounts, managed assets | $65,000 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $149,348,000 | 91 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $326,985,000 | 145 |
| Personal trust and agency accounts, non-managed assets | $267,453,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,926,000 | 182 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $35,071,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $1,535,000 | 72 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $530,350,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,882,000 | 109 |
| 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 | $1,912,369,000 | 128 |
| Managed Assets ($) | $1,592,784,000 | 111 |
| Personal trust and agency accounts, managed assets | $813,149,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $178,006,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $29,000,000 | 114 |
| Other employee benefit and retirement-related accounts, managed assets | $149,304,000 | 99 |
| Corporate trust and agency accounts, managed assets | $22,745,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $400,514,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other fiduciary accounts, managed assets | $66,000 | 181 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $140,924,000 | 94 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $319,585,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $260,483,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,790,000 | 198 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $35,257,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
| Other fiduciary accounts, non-managed assets | $1,055,000 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $509,880,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,310,000 | 127 |
| 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 | $1,903,989,000 | 126 |
| Managed Assets ($) | $1,585,725,000 | 109 |
| Personal trust and agency accounts, managed assets | $824,434,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $172,814,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $28,488,000 | 112 |
| Other employee benefit and retirement-related accounts, managed assets | $146,389,000 | 101 |
| Corporate trust and agency accounts, managed assets | $19,166,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $394,349,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 299 |
| Other fiduciary accounts, managed assets | $85,000 | 101 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $138,826,000 | 94 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $318,264,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $262,206,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,103,000 | 180 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 137 |
| Other retirement accounts, non-managed assets | $34,123,000 | 98 |
| Corporate trust and agency accounts, non-managed assets | $24,000 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 153 |
| Other fiduciary accounts, non-managed assets | $808,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $513,129,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,480,000 | 114 |
| 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 | $1,852,225,000 | 127 |
| Managed Assets ($) | $1,543,831,000 | 108 |
| Personal trust and agency accounts, managed assets | $814,304,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $163,396,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $27,764,000 | 114 |
| Other employee benefit and retirement-related accounts, managed assets | $139,541,000 | 101 |
| Corporate trust and agency accounts, managed assets | $10,740,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $386,015,000 | 132 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 301 |
| Other fiduciary accounts, managed assets | $2,071,000 | 80 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $132,243,000 | 98 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $308,394,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $252,323,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,718,000 | 186 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 138 |
| Other retirement accounts, non-managed assets | $35,412,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $101,000 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
| Other fiduciary accounts, non-managed assets | $840,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $505,434,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,138,000 | 110 |
| 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 | $1,847,305,000 | 129 |
| Managed Assets ($) | $1,531,226,000 | 112 |
| Personal trust and agency accounts, managed assets | $814,437,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $163,533,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $26,831,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $134,678,000 | 105 |
| Corporate trust and agency accounts, managed assets | $10,497,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $379,185,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 299 |
| Other fiduciary accounts, managed assets | $2,065,000 | 82 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $127,367,000 | 98 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $316,079,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $260,727,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,305,000 | 185 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 136 |
| Other retirement accounts, non-managed assets | $34,733,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $32,000 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $1,282,000 | 66 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $473,579,000 | 105 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,763,000 | 107 |
| 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 | $1,899,012,000 | 127 |
| Managed Assets ($) | $1,509,086,000 | 110 |
| Personal trust and agency accounts, managed assets | $791,655,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $169,135,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $26,698,000 | 121 |
| Other employee benefit and retirement-related accounts, managed assets | $132,772,000 | 103 |
| Corporate trust and agency accounts, managed assets | $11,152,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $361,082,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other fiduciary accounts, managed assets | $16,592,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $125,806,000 | 95 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $389,926,000 | 126 |
| Personal trust and agency accounts, non-managed assets | $308,542,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,704,000 | 214 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 174 |
| Other retirement accounts, non-managed assets | $60,693,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $179,000 | 187 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $808,000 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $389,385,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $27,987,000 | 128 |
| 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 | $1,884,143,000 | 125 |
| Managed Assets ($) | $1,479,246,000 | 114 |
| Personal trust and agency accounts, managed assets | $770,559,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $168,023,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $25,586,000 | 114 |
| Other employee benefit and retirement-related accounts, managed assets | $132,408,000 | 102 |
| Corporate trust and agency accounts, managed assets | $11,119,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $355,580,000 | 132 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 296 |
| Other fiduciary accounts, managed assets | $15,971,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $125,771,000 | 97 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $404,897,000 | 126 |
| Personal trust and agency accounts, non-managed assets | $323,163,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,237,000 | 179 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $57,597,000 | 71 |
| Corporate trust and agency accounts, non-managed assets | $30,000 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $870,000 | 73 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $387,434,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $27,677,000 | 112 |
| 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 | $1,989,898,000 | 125 |
| Managed Assets ($) | $1,560,829,000 | 112 |
| Personal trust and agency accounts, managed assets | $829,772,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $184,896,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $27,582,000 | 112 |
| Other employee benefit and retirement-related accounts, managed assets | $141,747,000 | 102 |
| Corporate trust and agency accounts, managed assets | $11,576,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $363,025,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 295 |
| Other fiduciary accounts, managed assets | $2,231,000 | 85 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $134,679,000 | 95 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $429,069,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $344,638,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,117,000 | 181 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $59,347,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $109,000 | 117 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $858,000 | 73 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $403,206,000 | 122 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $29,146,000 | 111 |
| 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 | $2,013,222,000 | 124 |
| Managed Assets ($) | $1,576,365,000 | 109 |
| Personal trust and agency accounts, managed assets | $850,057,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $176,756,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $27,497,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $143,203,000 | 101 |
| Corporate trust and agency accounts, managed assets | $10,612,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $366,173,000 | 136 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 292 |
| Other fiduciary accounts, managed assets | $2,067,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $136,147,000 | 93 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $436,857,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $349,263,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,162,000 | 178 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 139 |
| Other retirement accounts, non-managed assets | $62,128,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $28,000 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $1,276,000 | 72 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $405,845,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $32,427,000 | 105 |
| 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 | $2,045,561,000 | 121 |
| Managed Assets ($) | $1,612,968,000 | 104 |
| Personal trust and agency accounts, managed assets | $877,290,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $183,745,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $27,331,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $143,150,000 | 97 |
| Corporate trust and agency accounts, managed assets | $11,308,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $367,749,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other fiduciary accounts, managed assets | $2,395,000 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $133,997,000 | 91 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $432,593,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $344,294,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,788,000 | 206 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 180 |
| Other retirement accounts, non-managed assets | $64,380,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $171,000 | 187 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $960,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $403,440,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $35,479,000 | 111 |
| 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 | $2,028,127,000 | 120 |
| Managed Assets ($) | $1,594,500,000 | 103 |
| Personal trust and agency accounts, managed assets | $879,764,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $172,595,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $28,740,000 | 114 |
| Other employee benefit and retirement-related accounts, managed assets | $141,262,000 | 96 |
| Corporate trust and agency accounts, managed assets | $11,327,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $358,585,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 293 |
| Other fiduciary accounts, managed assets | $2,227,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $132,428,000 | 91 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $433,627,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $337,463,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,131,000 | 181 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $70,169,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $41,000 | 122 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $823,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $400,910,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $41,842,000 | 88 |
| 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 | $2,060,704,000 | 119 |
| Managed Assets ($) | $1,620,980,000 | 101 |
| Personal trust and agency accounts, managed assets | $898,102,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $168,301,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $29,808,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $144,767,000 | 91 |
| Corporate trust and agency accounts, managed assets | $12,842,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $365,086,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
| Other fiduciary accounts, managed assets | $2,074,000 | 76 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $136,978,000 | 88 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $439,724,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $343,907,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,091,000 | 183 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $69,742,000 | 70 |
| Corporate trust and agency accounts, non-managed assets | $119,000 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $865,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $406,575,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $41,411,000 | 89 |
| 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 | $2,075,507,000 | 118 |
| Managed Assets ($) | $1,641,372,000 | 101 |
| Personal trust and agency accounts, managed assets | $903,407,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $164,222,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $28,784,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $157,193,000 | 82 |
| Corporate trust and agency accounts, managed assets | $11,287,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $374,407,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 290 |
| Other fiduciary accounts, managed assets | $2,072,000 | 75 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $149,870,000 | 79 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $434,135,000 | 122 |
| Personal trust and agency accounts, non-managed assets | $340,110,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,989,000 | 187 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 144 |
| Other retirement accounts, non-managed assets | $68,739,000 | 71 |
| Corporate trust and agency accounts, non-managed assets | $41,000 | 124 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $1,256,000 | 73 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $390,437,000 | 122 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $41,114,000 | 89 |
| 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 | $2,114,405,000 | 116 |
| Managed Assets ($) | $1,680,905,000 | 99 |
| Personal trust and agency accounts, managed assets | $931,159,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $159,166,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $28,365,000 | 113 |
| Other employee benefit and retirement-related accounts, managed assets | $159,643,000 | 80 |
| Corporate trust and agency accounts, managed assets | $12,838,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $381,754,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 488 |
| Other fiduciary accounts, managed assets | $7,980,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $152,235,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $433,500,000 | 120 |
| Personal trust and agency accounts, non-managed assets | $347,315,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,038,000 | 216 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 186 |
| Other retirement accounts, non-managed assets | $62,737,000 | 77 |
| Corporate trust and agency accounts, non-managed assets | $186,000 | 191 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $1,224,000 | 92 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $386,440,000 | 127 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $39,651,000 | 106 |
| 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 | $2,238,452,000 | 110 |
| Managed Assets ($) | $1,815,126,000 | 90 |
| Personal trust and agency accounts, managed assets | $944,577,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $155,091,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $153,199,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $161,776,000 | 73 |
| Corporate trust and agency accounts, managed assets | $11,883,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $378,491,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other fiduciary accounts, managed assets | $10,109,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $154,729,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $423,326,000 | 120 |
| Personal trust and agency accounts, non-managed assets | $341,233,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,450,000 | 188 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $61,675,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $40,000 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $928,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $372,748,000 | 122 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $38,027,000 | 96 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,231,896,000 | 108 |
| Managed Assets ($) | $1,797,377,000 | 89 |
| Personal trust and agency accounts, managed assets | $937,193,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $149,180,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $148,959,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $159,145,000 | 72 |
| Corporate trust and agency accounts, managed assets | $13,914,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $374,453,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other fiduciary accounts, managed assets | $14,533,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $152,067,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $434,519,000 | 118 |
| Personal trust and agency accounts, non-managed assets | $355,780,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,663,000 | 187 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $58,921,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $182,000 | 111 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $973,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $302,302,000 | 130 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $36,030,000 | 103 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,302,980,000 | 107 |
| Managed Assets ($) | $1,860,426,000 | 89 |
| Personal trust and agency accounts, managed assets | $978,150,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $147,957,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $154,625,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $163,614,000 | 70 |
| Corporate trust and agency accounts, managed assets | $15,988,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $383,685,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
| Other fiduciary accounts, managed assets | $16,407,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $156,322,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $442,554,000 | 118 |
| Personal trust and agency accounts, non-managed assets | $364,444,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,152,000 | 193 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $58,472,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $230,000 | 112 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $1,256,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $297,713,000 | 134 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $35,387,000 | 104 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,058,829,000 | 112 |
| Managed Assets ($) | $1,780,839,000 | 88 |
| Personal trust and agency accounts, managed assets | $938,351,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $142,459,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $148,735,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $155,209,000 | 72 |
| Corporate trust and agency accounts, managed assets | $15,199,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $363,437,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 479 |
| Other fiduciary accounts, managed assets | $17,449,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $148,542,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $277,990,000 | 140 |
| Personal trust and agency accounts, non-managed assets | $200,459,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,300,000 | 235 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
| Other retirement accounts, non-managed assets | $56,969,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $2,056,000 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $1,206,000 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $292,181,000 | 143 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $37,214,000 | 109 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,099,656,000 | 106 |
| Managed Assets ($) | $1,810,393,000 | 84 |
| Personal trust and agency accounts, managed assets | $951,033,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $144,226,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $148,834,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $157,414,000 | 70 |
| Corporate trust and agency accounts, managed assets | $14,296,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $377,611,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $16,979,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $150,452,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $289,263,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $202,792,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $28,593,000 | 170 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $56,618,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $225,000 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $1,035,000 | 62 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $283,784,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $35,137,000 | 96 |
| 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 | $2,000,990,000 | 108 |
| Managed Assets ($) | $1,725,473,000 | 83 |
| Personal trust and agency accounts, managed assets | $928,679,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $133,374,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $142,892,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $152,400,000 | 71 |
| Corporate trust and agency accounts, managed assets | $14,019,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $348,654,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $5,455,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $145,755,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $275,517,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $192,541,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,248,000 | 174 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $54,614,000 | 71 |
| Corporate trust and agency accounts, non-managed assets | $2,076,000 | 90 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $1,038,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $280,251,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $35,363,000 | 91 |
| 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 | $2,064,550,000 | 107 |
| Managed Assets ($) | $1,775,316,000 | 85 |
| Personal trust and agency accounts, managed assets | $966,685,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $129,282,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $148,763,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $161,501,000 | 66 |
| Corporate trust and agency accounts, managed assets | $11,556,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $351,841,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other fiduciary accounts, managed assets | $5,688,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $154,350,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $289,234,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $204,811,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $28,364,000 | 171 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 149 |
| Other retirement accounts, non-managed assets | $54,321,000 | 71 |
| Corporate trust and agency accounts, non-managed assets | $270,000 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $1,468,000 | 61 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $281,846,000 | 134 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $35,832,000 | 87 |
| 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 | $2,001,968,000 | 105 |
| Managed Assets ($) | $1,722,912,000 | 86 |
| Personal trust and agency accounts, managed assets | $954,839,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $121,384,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $136,444,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $152,740,000 | 62 |
| Corporate trust and agency accounts, managed assets | $12,716,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $339,248,000 | 113 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 471 |
| Other fiduciary accounts, managed assets | $5,541,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $146,284,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $279,056,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $192,941,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $28,349,000 | 189 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 200 |
| Other retirement accounts, non-managed assets | $54,243,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $2,097,000 | 139 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $1,426,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $277,379,000 | 148 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $34,796,000 | 102 |
| 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 | $1,925,926,000 | 106 |
| Managed Assets ($) | $1,658,519,000 | 87 |
| Personal trust and agency accounts, managed assets | $937,385,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $117,215,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $129,057,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $145,750,000 | 67 |
| Corporate trust and agency accounts, managed assets | $10,823,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $312,517,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
| Other fiduciary accounts, managed assets | $5,772,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $139,426,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $267,407,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $186,449,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,232,000 | 171 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $53,301,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $286,000 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $1,139,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $268,927,000 | 137 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $34,052,000 | 86 |
| 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 | $2,125,476,000 | 106 |
| Managed Assets ($) | $1,829,550,000 | 87 |
| Personal trust and agency accounts, managed assets | $1,019,348,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $130,101,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $147,163,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $176,369,000 | 61 |
| Corporate trust and agency accounts, managed assets | $9,697,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $340,315,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 261 |
| Other fiduciary accounts, managed assets | $6,557,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $156,616,000 | 55 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $295,926,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $221,692,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,379,000 | 174 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $44,488,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $2,065,000 | 92 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $1,302,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $267,594,000 | 140 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $36,714,000 | 82 |
| 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 | $2,110,007,000 | 103 |
| Managed Assets ($) | $1,822,259,000 | 85 |
| Personal trust and agency accounts, managed assets | $1,025,038,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $138,384,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $147,578,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $170,156,000 | 60 |
| Corporate trust and agency accounts, managed assets | $9,014,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $323,063,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other fiduciary accounts, managed assets | $9,026,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $146,839,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $287,748,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $222,409,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,466,000 | 181 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $41,046,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $283,000 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $1,544,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $265,550,000 | 142 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $34,541,000 | 86 |
| 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 | $2,071,191,000 | 104 |
| Managed Assets ($) | $1,787,646,000 | 85 |
| Personal trust and agency accounts, managed assets | $1,026,324,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $141,169,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $144,356,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $142,814,000 | 69 |
| Corporate trust and agency accounts, managed assets | $7,354,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $314,425,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
| Other fiduciary accounts, managed assets | $11,204,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $133,467,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $283,545,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $218,074,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,268,000 | 221 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
| Other retirement accounts, non-managed assets | $40,926,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $2,079,000 | 152 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $1,198,000 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $266,923,000 | 155 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $34,507,000 | 108 |
| 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 | $1,955,826,000 | 107 |
| Managed Assets ($) | $1,678,283,000 | 85 |
| Personal trust and agency accounts, managed assets | $999,858,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $143,999,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $108,437,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $123,959,000 | 74 |
| Corporate trust and agency accounts, managed assets | $7,149,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $290,931,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $3,950,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $115,147,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $277,543,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $214,178,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,971,000 | 186 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
| Other retirement accounts, non-managed assets | $43,066,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $285,000 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $1,043,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $269,106,000 | 142 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $36,368,000 | 81 |
| 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 | $1,927,940,000 | 105 |
| Managed Assets ($) | $1,678,172,000 | 84 |
| Personal trust and agency accounts, managed assets | $974,493,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $186,781,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $102,452,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $117,692,000 | 74 |
| Corporate trust and agency accounts, managed assets | $7,429,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $285,239,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $4,086,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $109,136,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $249,768,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $185,388,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,555,000 | 187 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $41,643,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $2,080,000 | 108 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $1,102,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $257,763,000 | 144 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $34,904,000 | 78 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,040,363,000 | 105 |
| Managed Assets ($) | $1,831,514,000 | 81 |
| Personal trust and agency accounts, managed assets | $1,039,807,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $190,636,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $108,099,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $132,640,000 | 68 |
| Corporate trust and agency accounts, managed assets | $6,333,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $351,725,000 | 105 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 259 |
| Other fiduciary accounts, managed assets | $2,274,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $114,360,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $208,849,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $146,973,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,551,000 | 194 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $45,428,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $418,000 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $1,475,000 | 112 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $1,004,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $251,880,000 | 148 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $39,745,000 | 73 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,020,594,000 | 107 |
| Managed Assets ($) | $1,806,142,000 | 83 |
| Personal trust and agency accounts, managed assets | $1,036,386,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $184,060,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $107,149,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $132,892,000 | 66 |
| Corporate trust and agency accounts, managed assets | $4,685,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $338,250,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 453 |
| Other fiduciary accounts, managed assets | $2,720,000 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $114,511,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $214,452,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $144,517,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,743,000 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
| Other retirement accounts, non-managed assets | $48,291,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $2,414,000 | 160 |
| Investment management and advisory agency accounts, non-managed assets | $1,384,000 | 203 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $1,103,000 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $240,100,000 | 160 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $42,775,000 | 94 |
| 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 | $1,936,621,000 | 109 |
| Managed Assets ($) | $1,740,378,000 | 84 |
| Personal trust and agency accounts, managed assets | $1,009,693,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $172,077,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $107,543,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $130,279,000 | 67 |
| Corporate trust and agency accounts, managed assets | $3,893,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $314,081,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,812,000 | 66 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $196,243,000 | 155 |
| Personal trust and agency accounts, non-managed assets | $140,354,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,503,000 | 191 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $37,925,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $448,000 | 123 |
| 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 | $1,013,000 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $241,099,000 | 151 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,555,376,000 | 117 |
| Managed Assets ($) | $1,403,485,000 | 89 |
| Personal trust and agency accounts, managed assets | $872,723,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $106,934,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $64,818,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $108,707,000 | 74 |
| Corporate trust and agency accounts, managed assets | $4,718,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $242,801,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,784,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $151,891,000 | 170 |
| Personal trust and agency accounts, non-managed assets | $108,202,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,801,000 | 195 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $24,417,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $2,463,000 | 106 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,008,000 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $119,560,000 | 193 |
| 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 | $1,457,009,000 | 117 |
| Managed Assets ($) | $1,318,333,000 | 89 |
| Personal trust and agency accounts, managed assets | $849,012,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $97,202,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $31,905,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $107,169,000 | 70 |
| Corporate trust and agency accounts, managed assets | $5,350,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $227,151,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $544,000 | 90 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $138,676,000 | 179 |
| Personal trust and agency accounts, non-managed assets | $101,343,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,251,000 | 198 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $21,760,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $402,000 | 124 |
| 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 | $920,000 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $111,520,000 | 201 |
| 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 | $1,584,574,000 | 119 |
| Managed Assets ($) | $1,439,161,000 | 90 |
| Personal trust and agency accounts, managed assets | $952,108,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $107,985,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $34,435,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $113,594,000 | 71 |
| Corporate trust and agency accounts, managed assets | $3,982,000 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $226,512,000 | 153 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $545,000 | 170 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $145,413,000 | 188 |
| Personal trust and agency accounts, non-managed assets | $105,627,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,866,000 | 243 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $20,288,000 | 151 |
| Corporate trust and agency accounts, non-managed assets | $2,376,000 | 168 |
| 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 | $1,256,000 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $113,003,000 | 227 |
| 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 | $1,815,073,000 | 114 |
| Managed Assets ($) | $1,662,856,000 | 89 |
| Personal trust and agency accounts, managed assets | $1,084,171,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $145,234,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $41,998,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $132,829,000 | 69 |
| Corporate trust and agency accounts, managed assets | $4,935,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $252,369,000 | 151 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,320,000 | 92 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $152,217,000 | 186 |
| Personal trust and agency accounts, non-managed assets | $112,438,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,165,000 | 215 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $24,922,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $344,000 | 141 |
| 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 | $1,348,000 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $122,997,000 | 209 |
| 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 | $1,945,374,000 | 115 |
| Managed Assets ($) | $1,791,640,000 | 91 |
| Personal trust and agency accounts, managed assets | $1,133,449,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $155,335,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $48,145,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $144,353,000 | 70 |
| Corporate trust and agency accounts, managed assets | $5,725,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $282,636,000 | 144 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $21,997,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $153,734,000 | 194 |
| Personal trust and agency accounts, non-managed assets | $115,435,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,100,000 | 219 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $20,577,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $2,262,000 | 115 |
| 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 | $1,360,000 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $95,604,000 | 231 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,012,761,000 | 118 |
| Managed Assets ($) | $1,882,337,000 | 90 |
| Personal trust and agency accounts, managed assets | $1,242,437,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $150,377,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $48,284,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $153,136,000 | 63 |
| Corporate trust and agency accounts, managed assets | $5,357,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $281,097,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,649,000 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $130,424,000 | 205 |
| Personal trust and agency accounts, non-managed assets | $89,469,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,442,000 | 216 |
| Employee benefit-defined benefit accounts, non-managed Assets | $614,000 | 156 |
| Other retirement accounts, non-managed assets | $20,959,000 | 125 |
| Corporate trust and agency accounts, non-managed assets | $694,000 | 132 |
| 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 | $1,246,000 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $97,409,000 | 233 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,155,411,000 | 114 |
| Managed Assets ($) | $2,015,663,000 | 86 |
| Personal trust and agency accounts, managed assets | $1,365,901,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $158,127,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $55,285,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $161,802,000 | 58 |
| Corporate trust and agency accounts, managed assets | $5,305,000 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $267,474,000 | 154 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,769,000 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $139,748,000 | 217 |
| Personal trust and agency accounts, non-managed assets | $95,929,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,712,000 | 266 |
| Employee benefit-defined benefit accounts, non-managed Assets | $699,000 | 212 |
| Other retirement accounts, non-managed assets | $22,565,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $1,436,000 | 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 | $1,407,000 | 132 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $97,521,000 | 265 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,226,568,000 | 115 |
| Managed Assets ($) | $2,097,876,000 | 83 |
| Personal trust and agency accounts, managed assets | $1,416,619,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $165,510,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $55,293,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $173,299,000 | 57 |
| Corporate trust and agency accounts, managed assets | $4,249,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $281,143,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,763,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $128,692,000 | 211 |
| Personal trust and agency accounts, non-managed assets | $86,320,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,434,000 | 215 |
| Employee benefit-defined benefit accounts, non-managed Assets | $731,000 | 155 |
| Other retirement accounts, non-managed assets | $22,307,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $554,000 | 140 |
| 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 | $1,346,000 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $101,246,000 | 239 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,243,876,000 | 121 |
| Managed Assets ($) | $2,111,068,000 | 83 |
| Personal trust and agency accounts, managed assets | $1,414,314,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $171,376,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $56,727,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $175,263,000 | 56 |
| Corporate trust and agency accounts, managed assets | $5,876,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $285,732,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,780,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $132,808,000 | 215 |
| Personal trust and agency accounts, non-managed assets | $86,451,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,914,000 | 223 |
| Employee benefit-defined benefit accounts, non-managed Assets | $724,000 | 158 |
| Other retirement accounts, non-managed assets | $26,725,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $792,000 | 143 |
| 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 | $1,202,000 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $101,246,000 | 245 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,202,034,000 | 116 |
| Managed Assets ($) | $2,078,045,000 | 78 |
| Personal trust and agency accounts, managed assets | $1,397,132,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $170,232,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $56,606,000 | 90 |
| Other employee benefit and retirement-related accounts, managed assets | $177,511,000 | 53 |
| Corporate trust and agency accounts, managed assets | $4,824,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $269,851,000 | 143 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,889,000 | 83 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $123,989,000 | 217 |
| Personal trust and agency accounts, non-managed assets | $80,322,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,895,000 | 226 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $25,469,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $1,216,000 | 136 |
| 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 | $1,087,000 | 82 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $85,797,000 | 252 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,280,098,000 | 115 |
| Managed Assets ($) | $2,158,977,000 | 76 |
| Personal trust and agency accounts, managed assets | $1,408,162,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $189,094,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $58,031,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $183,729,000 | 49 |
| Corporate trust and agency accounts, managed assets | $7,909,000 | 84 |
| Investment management and investment advisory agency accounts, managed assets | $309,784,000 | 137 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,268,000 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $121,121,000 | 230 |
| Personal trust and agency accounts, non-managed assets | $78,308,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,077,000 | 294 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $23,762,000 | 143 |
| Corporate trust and agency accounts, non-managed assets | $2,929,000 | 176 |
| 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 | $1,045,000 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $85,757,000 | 286 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,204,519,000 | 118 |
| Managed Assets ($) | $2,084,126,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,366,995,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $186,368,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $36,458,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $181,242,000 | 53 |
| Corporate trust and agency accounts, managed assets | $6,070,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $304,828,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,165,000 | 83 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $120,393,000 | 224 |
| Personal trust and agency accounts, non-managed assets | $76,879,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,374,000 | 225 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $23,310,000 | 123 |
| Corporate trust and agency accounts, non-managed assets | $4,807,000 | 115 |
| 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 | $1,023,000 | 84 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $83,847,000 | 252 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,197,194,000 | 119 |
| Managed Assets ($) | $2,080,634,000 | 85 |
| Personal trust and agency accounts, managed assets | $1,345,811,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $200,336,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $34,112,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $174,906,000 | 56 |
| Corporate trust and agency accounts, managed assets | $6,919,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $308,960,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $9,590,000 | 71 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $116,560,000 | 235 |
| Personal trust and agency accounts, non-managed assets | $73,268,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,984,000 | 217 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $19,678,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $5,945,000 | 113 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $685,000 | 92 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $87,764,000 | 253 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,244,260,000 | 118 |
| Managed Assets ($) | $2,132,269,000 | 84 |
| Personal trust and agency accounts, managed assets | $1,393,928,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $205,300,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $34,756,000 | 117 |
| Other employee benefit and retirement-related accounts, managed assets | $179,145,000 | 55 |
| Corporate trust and agency accounts, managed assets | $5,727,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $303,916,000 | 141 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $9,497,000 | 74 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $111,991,000 | 238 |
| Personal trust and agency accounts, non-managed assets | $73,995,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,046,000 | 220 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $19,802,000 | 144 |
| Corporate trust and agency accounts, non-managed assets | $230,000 | 163 |
| 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 | $918,000 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $90,801,000 | 253 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,228,618,000 | 119 |
| Managed Assets ($) | $2,119,181,000 | 84 |
| Personal trust and agency accounts, managed assets | $1,414,230,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $194,079,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $33,403,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $185,771,000 | 54 |
| Corporate trust and agency accounts, managed assets | $3,255,000 | 125 |
| Investment management and investment advisory agency accounts, managed assets | $284,425,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,018,000 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $109,437,000 | 248 |
| Personal trust and agency accounts, non-managed assets | $72,004,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,472,000 | 290 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $19,662,000 | 164 |
| Corporate trust and agency accounts, non-managed assets | $2,281,000 | 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 | $1,018,000 | 140 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $98,561,000 | 277 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,282,201,000 | 115 |
| Managed Assets ($) | $2,181,454,000 | 84 |
| Personal trust and agency accounts, managed assets | $1,470,643,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $193,448,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $33,533,000 | 117 |
| Other employee benefit and retirement-related accounts, managed assets | $191,380,000 | 50 |
| Corporate trust and agency accounts, managed assets | $7,526,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $280,292,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,632,000 | 84 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $100,747,000 | 234 |
| Personal trust and agency accounts, non-managed assets | $57,386,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,407,000 | 216 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
| Other retirement accounts, non-managed assets | $19,974,000 | 136 |
| Corporate trust and agency accounts, non-managed assets | $3,075,000 | 125 |
| 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 | $905,000 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $84,488,000 | 249 |
| 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 | $1,952,996,000 | 120 |
| Managed Assets ($) | $1,890,921,000 | 88 |
| Personal trust and agency accounts, managed assets | $1,293,598,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $177,623,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $35,101,000 | 111 |
| Other employee benefit and retirement-related accounts, managed assets | $176,721,000 | 54 |
| Corporate trust and agency accounts, managed assets | $96,000 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $206,170,000 | 166 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,612,000 | 96 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $62,075,000 | 266 |
| Personal trust and agency accounts, non-managed assets | $47,365,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,758,000 | 243 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $1,600,000 | 287 |
| Corporate trust and agency accounts, non-managed assets | $475,000 | 155 |
| 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 | $877,000 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,126,000 | 389 |
| 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 | $1,944,685,000 | 125 |
| Managed Assets ($) | $1,882,338,000 | 91 |
| Personal trust and agency accounts, managed assets | $1,312,965,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $173,281,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $34,352,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $177,718,000 | 55 |
| Corporate trust and agency accounts, managed assets | $95,000 | 101 |
| Investment management and investment advisory agency accounts, managed assets | $182,281,000 | 178 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,646,000 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $62,347,000 | 269 |
| Personal trust and agency accounts, non-managed assets | $47,781,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,709,000 | 247 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $1,509,000 | 286 |
| Corporate trust and agency accounts, non-managed assets | $355,000 | 156 |
| 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 | $993,000 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $811,000 | 392 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,000,905,000 | 126 |
| Managed Assets ($) | $1,934,774,000 | 91 |
| Personal trust and agency accounts, managed assets | $1,335,594,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $177,541,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $34,432,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $176,711,000 | 56 |
| Corporate trust and agency accounts, managed assets | $95,000 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $206,849,000 | 158 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,552,000 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $66,131,000 | 305 |
| Personal trust and agency accounts, non-managed assets | $50,796,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,073,000 | 308 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $1,534,000 | 586 |
| Corporate trust and agency accounts, non-managed assets | $358,000 | 260 |
| 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 | $1,370,000 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $574,000 | 879 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,912,513,000 | 127 |
| Managed Assets ($) | $1,847,211,000 | 90 |
| Personal trust and agency accounts, managed assets | $1,283,135,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $169,938,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $32,279,000 | 113 |
| Other employee benefit and retirement-related accounts, managed assets | $168,917,000 | 55 |
| Corporate trust and agency accounts, managed assets | $94,000 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $186,887,000 | 169 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,961,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $65,302,000 | 266 |
| Personal trust and agency accounts, non-managed assets | $48,337,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,386,000 | 228 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $1,463,000 | 281 |
| Corporate trust and agency accounts, non-managed assets | $276,000 | 158 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $840,000 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $538,000 | 390 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,963,669,000 | 128 |
| Managed Assets ($) | $1,892,929,000 | 91 |
| Personal trust and agency accounts, managed assets | $1,302,591,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $171,782,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $30,327,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $169,513,000 | 54 |
| Corporate trust and agency accounts, managed assets | $97,000 | 101 |
| Investment management and investment advisory agency accounts, managed assets | $212,749,000 | 148 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,870,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $70,740,000 | 265 |
| Personal trust and agency accounts, non-managed assets | $40,720,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,281,000 | 227 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $1,716,000 | 284 |
| Corporate trust and agency accounts, non-managed assets | $4,312,000 | 134 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $8,711,000 | 73 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $559,000 | 394 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,038,176,000 | 126 |
| Managed Assets ($) | $1,967,395,000 | 92 |
| Personal trust and agency accounts, managed assets | $1,385,401,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $164,467,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $29,858,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $176,280,000 | 55 |
| Corporate trust and agency accounts, managed assets | $97,000 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $208,797,000 | 155 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,495,000 | 84 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $70,781,000 | 268 |
| Personal trust and agency accounts, non-managed assets | $40,664,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,522,000 | 231 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $832,000 | 302 |
| Corporate trust and agency accounts, non-managed assets | $4,646,000 | 139 |
| 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 | $9,117,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,549,000 | 391 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,900,887,000 | 134 |
| Managed Assets ($) | $1,838,174,000 | 98 |
| Personal trust and agency accounts, managed assets | $1,322,041,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $158,766,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $28,729,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $171,538,000 | 58 |
| Corporate trust and agency accounts, managed assets | $101,000 | 273 |
| Investment management and investment advisory agency accounts, managed assets | $154,491,000 | 180 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,508,000 | 144 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $62,713,000 | 322 |
| Personal trust and agency accounts, non-managed assets | $37,368,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,430,000 | 321 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $758,000 | 700 |
| Corporate trust and agency accounts, non-managed assets | $4,636,000 | 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 | $8,521,000 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,533,000 | 824 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,809,179,000 | 141 |
| Managed Assets ($) | $1,751,691,000 | 100 |
| Personal trust and agency accounts, managed assets | $1,246,685,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $153,081,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $45,656,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $165,415,000 | 57 |
| Corporate trust and agency accounts, managed assets | $102,000 | 112 |
| Investment management and investment advisory agency accounts, managed assets | $138,394,000 | 192 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,358,000 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $57,488,000 | 293 |
| Personal trust and agency accounts, non-managed assets | $36,070,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,599,000 | 280 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $480,000 | 322 |
| Corporate trust and agency accounts, non-managed assets | $4,884,000 | 140 |
| 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 | $8,455,000 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $489,000 | 417 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,787,752,000 | 142 |
| Managed Assets ($) | $1,732,200,000 | 100 |
| Personal trust and agency accounts, managed assets | $1,239,371,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $148,655,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $41,184,000 | 111 |
| Other employee benefit and retirement-related accounts, managed assets | $164,690,000 | 61 |
| Corporate trust and agency accounts, managed assets | $4,493,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $131,694,000 | 193 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,113,000 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $55,552,000 | 293 |
| Personal trust and agency accounts, non-managed assets | $38,534,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,165,000 | 284 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $506,000 | 323 |
| Corporate trust and agency accounts, non-managed assets | $437,000 | 172 |
| 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 | $8,910,000 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $481,000 | 420 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,693,532,000 | 145 |
| Managed Assets ($) | $1,649,791,000 | 105 |
| Personal trust and agency accounts, managed assets | $1,191,404,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $147,783,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $39,261,000 | 112 |
| Other employee benefit and retirement-related accounts, managed assets | $145,133,000 | 64 |
| Corporate trust and agency accounts, managed assets | $4,940,000 | 73 |
| Investment management and investment advisory agency accounts, managed assets | $120,679,000 | 194 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $591,000 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $43,741,000 | 311 |
| Personal trust and agency accounts, non-managed assets | $36,457,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,042,000 | 302 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $778,000 | 319 |
| Corporate trust and agency accounts, non-managed assets | $500,000 | 175 |
| 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 | $964,000 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,997,000 | 350 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,756,964,000 | 140 |
| Managed Assets ($) | $1,710,417,000 | 102 |
| Personal trust and agency accounts, managed assets | $1,235,158,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $157,082,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $40,491,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $151,421,000 | 63 |
| Corporate trust and agency accounts, managed assets | $4,938,000 | 129 |
| Investment management and investment advisory agency accounts, managed assets | $120,871,000 | 199 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $456,000 | 234 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $46,547,000 | 359 |
| Personal trust and agency accounts, non-managed assets | $39,118,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,102,000 | 420 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $787,000 | 678 |
| Corporate trust and agency accounts, non-managed assets | $500,000 | 297 |
| 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 | $1,040,000 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,303,000 | 465 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,050,884,000 | 123 |
| Managed Assets ($) | $1,993,426,000 | 94 |
| Personal trust and agency accounts, managed assets | $1,609,489,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $175,777,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $22,647,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $177,311,000 | 52 |
| Corporate trust and agency accounts, managed assets | $6,581,000 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 857 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,621,000 | 167 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $57,458,000 | 320 |
| Personal trust and agency accounts, non-managed assets | $50,439,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,732,000 | 407 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $0 | 833 |
| Corporate trust and agency accounts, non-managed assets | $433,000 | 294 |
| 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 | $1,854,000 | 136 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,137,000 | 448 |
| 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 |