Home > First Interstate Bank > Total Fiduciary and Related Assets
First Interstate Bank, Total Fiduciary and Related Assets
| 2025-03-31 | 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 | $6,229,697,000 | 106 |
| Managed Assets ($) | $5,169,393,000 | 80 |
| Personal trust and agency accounts, managed assets | $917,532,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $542,251,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $4,887,000 | 153 |
| Other employee benefit and retirement-related accounts, managed assets | $473,076,000 | 75 |
| Corporate trust and agency accounts, managed assets | $974,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $2,508,192,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | $715,137,000 | 50 |
| Other fiduciary accounts, managed assets | $7,344,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $470,618,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,060,304,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $483,863,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $537,658,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,208,000 | 87 |
| Other retirement accounts, non-managed assets | $20,143,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $688,000 | 79 |
| Investment management and advisory agency accounts, non-managed assets | $7,744,000 | 118 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $258,021,000 | 166 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,130,000 | 141 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,309,414,000 | 105 |
| Managed Assets ($) | $5,274,320,000 | 81 |
| Personal trust and agency accounts, managed assets | $948,459,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $621,228,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $4,897,000 | 179 |
| Other employee benefit and retirement-related accounts, managed assets | $466,635,000 | 76 |
| Corporate trust and agency accounts, managed assets | $974,000 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $2,500,382,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $724,335,000 | 49 |
| Other fiduciary accounts, managed assets | $7,410,000 | 66 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $464,336,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Non-managed Assets ($) | $1,035,094,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $453,673,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $541,349,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,518,000 | 90 |
| Other retirement accounts, non-managed assets | $21,014,000 | 157 |
| Corporate trust and agency accounts, non-managed assets | $680,000 | 119 |
| Investment management and advisory agency accounts, non-managed assets | $7,859,000 | 158 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,000 | 198 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $245,693,000 | 178 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,002,000 | 184 |
| 2024-09-30 | 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 | $6,417,538,000 | 104 |
| Managed Assets ($) | $5,366,097,000 | 81 |
| Personal trust and agency accounts, managed assets | $980,212,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $620,835,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $5,060,000 | 152 |
| Other employee benefit and retirement-related accounts, managed assets | $479,475,000 | 73 |
| Corporate trust and agency accounts, managed assets | $974,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $2,529,170,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $740,222,000 | 52 |
| Other fiduciary accounts, managed assets | $10,149,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $476,646,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,051,441,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $444,600,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $564,979,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,844,000 | 88 |
| Other retirement accounts, non-managed assets | $22,007,000 | 123 |
| Corporate trust and agency accounts, non-managed assets | $672,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | $7,775,000 | 114 |
| Foundation and endowment trust and agency accounts, non-managed assets | $564,000 | 132 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $237,766,000 | 180 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,995,000 | 133 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,258,114,000 | 104 |
| Managed Assets ($) | $5,213,835,000 | 78 |
| Personal trust and agency accounts, managed assets | $923,197,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $687,582,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $4,159,000 | 173 |
| Other employee benefit and retirement-related accounts, managed assets | $459,054,000 | 75 |
| Corporate trust and agency accounts, managed assets | $974,000 | 95 |
| Investment management and investment advisory agency accounts, managed assets | $2,406,348,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | $718,749,000 | 53 |
| Other fiduciary accounts, managed assets | $13,772,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $456,952,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,044,279,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $457,052,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $543,910,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,444,000 | 91 |
| Other retirement accounts, non-managed assets | $23,788,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $663,000 | 89 |
| Investment management and advisory agency accounts, non-managed assets | $7,534,000 | 143 |
| Foundation and endowment trust and agency accounts, non-managed assets | $888,000 | 141 |
| Other fiduciary accounts, non-managed assets | $0 | 123 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $231,018,000 | 178 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,776,000 | 141 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,148,597,000 | 106 |
| Managed Assets ($) | $5,089,987,000 | 81 |
| Personal trust and agency accounts, managed assets | $902,618,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $676,401,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $4,083,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $459,909,000 | 75 |
| Corporate trust and agency accounts, managed assets | $1,215,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $2,325,794,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $688,827,000 | 52 |
| Other fiduciary accounts, managed assets | $31,140,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $457,719,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,058,610,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $457,033,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $550,601,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,710,000 | 84 |
| Other retirement accounts, non-managed assets | $25,017,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $655,000 | 83 |
| Investment management and advisory agency accounts, non-managed assets | $7,699,000 | 120 |
| Foundation and endowment trust and agency accounts, non-managed assets | $895,000 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 92 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $228,124,000 | 172 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,995,000 | 127 |
| 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 | $6,252,197,000 | 100 |
| Managed Assets ($) | $5,047,710,000 | 76 |
| Personal trust and agency accounts, managed assets | $892,276,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $635,813,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $4,005,000 | 198 |
| Other employee benefit and retirement-related accounts, managed assets | $467,693,000 | 69 |
| Corporate trust and agency accounts, managed assets | $1,212,000 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $2,285,219,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | $654,447,000 | 50 |
| Other fiduciary accounts, managed assets | $107,045,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $448,687,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $1,204,487,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $640,298,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $514,438,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,207,000 | 88 |
| Other retirement accounts, non-managed assets | $25,299,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $646,000 | 122 |
| Investment management and advisory agency accounts, non-managed assets | $6,725,000 | 162 |
| Foundation and endowment trust and agency accounts, non-managed assets | $874,000 | 178 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $224,958,000 | 182 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,278,000 | 157 |
| 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 | $5,857,715,000 | 104 |
| Managed Assets ($) | $4,714,327,000 | 80 |
| Personal trust and agency accounts, managed assets | $878,905,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $593,795,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $3,702,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $437,037,000 | 69 |
| Corporate trust and agency accounts, managed assets | $1,212,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $2,187,592,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $608,441,000 | 49 |
| Other fiduciary accounts, managed assets | $3,643,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $418,850,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,143,388,000 | 115 |
| Personal trust and agency accounts, non-managed assets | $620,038,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $476,856,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,839,000 | 83 |
| Other retirement accounts, non-managed assets | $23,699,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $637,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | $6,244,000 | 119 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,075,000 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $232,288,000 | 169 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,699,000 | 121 |
| 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 | $6,018,399,000 | 99 |
| Managed Assets ($) | $5,135,068,000 | 74 |
| Personal trust and agency accounts, managed assets | $1,176,463,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $615,316,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $5,063,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $456,935,000 | 64 |
| Corporate trust and agency accounts, managed assets | $1,212,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $2,249,624,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $626,518,000 | 48 |
| Other fiduciary accounts, managed assets | $3,937,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $438,572,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $883,331,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $328,485,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $507,569,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,124,000 | 86 |
| Other retirement accounts, non-managed assets | $24,072,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $629,000 | 83 |
| Investment management and advisory agency accounts, non-managed assets | $6,380,000 | 137 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,072,000 | 157 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $355,248,000 | 148 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,817,000 | 138 |
| 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 | $6,027,027,000 | 105 |
| Managed Assets ($) | $5,137,408,000 | 78 |
| Personal trust and agency accounts, managed assets | $1,225,030,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $585,350,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $5,028,000 | 144 |
| Other employee benefit and retirement-related accounts, managed assets | $457,564,000 | 68 |
| Corporate trust and agency accounts, managed assets | $1,212,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $2,241,098,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | $617,087,000 | 49 |
| Other fiduciary accounts, managed assets | $5,039,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $433,835,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $889,619,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $334,089,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $499,922,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,031,000 | 86 |
| Other retirement accounts, non-managed assets | $25,441,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $622,000 | 78 |
| Investment management and advisory agency accounts, non-managed assets | $2,370,000 | 159 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,144,000 | 75 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $363,456,000 | 151 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,198,000 | 122 |
| 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 | $5,842,504,000 | 103 |
| Managed Assets ($) | $4,946,309,000 | 78 |
| Personal trust and agency accounts, managed assets | $1,276,983,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $554,981,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $4,815,000 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $446,778,000 | 70 |
| Corporate trust and agency accounts, managed assets | $1,212,000 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $2,068,033,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $587,732,000 | 52 |
| Other fiduciary accounts, managed assets | $5,775,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $422,526,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $896,195,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $346,763,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $475,263,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,507,000 | 91 |
| Other retirement accounts, non-managed assets | $34,889,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $615,000 | 117 |
| Investment management and advisory agency accounts, non-managed assets | $2,366,000 | 234 |
| Foundation and endowment trust and agency accounts, non-managed assets | $21,792,000 | 65 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $362,152,000 | 164 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,660,000 | 131 |
| 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 | $5,698,293,000 | 104 |
| Managed Assets ($) | $4,717,020,000 | 78 |
| Personal trust and agency accounts, managed assets | $1,293,314,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $521,630,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $4,521,000 | 153 |
| Other employee benefit and retirement-related accounts, managed assets | $438,080,000 | 69 |
| Corporate trust and agency accounts, managed assets | $1,212,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $1,910,865,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $540,946,000 | 53 |
| Other fiduciary accounts, managed assets | $6,452,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $406,162,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $981,273,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $453,793,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $450,390,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,826,000 | 89 |
| Other retirement accounts, non-managed assets | $35,240,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $611,000 | 79 |
| Investment management and advisory agency accounts, non-managed assets | $3,578,000 | 145 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,835,000 | 62 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $353,893,000 | 152 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $35,240,000 | 104 |
| 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 | $5,652,764,000 | 84 |
| Managed Assets ($) | $4,667,492,000 | 66 |
| Personal trust and agency accounts, managed assets | $1,412,345,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $489,969,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $4,842,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $456,543,000 | 62 |
| Corporate trust and agency accounts, managed assets | $3,702,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $1,871,074,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $411,295,000 | 57 |
| Other fiduciary accounts, managed assets | $17,722,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $429,556,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $985,272,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $381,279,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $536,127,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,354,000 | 81 |
| Other retirement accounts, non-managed assets | $23,157,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $2,063,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | $23,695,000 | 74 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,597,000 | 86 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $480,788,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,650,000 | 102 |
| 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 | $6,321,126,000 | 85 |
| Managed Assets ($) | $5,098,204,000 | 67 |
| Personal trust and agency accounts, managed assets | $1,511,242,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $555,018,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $5,432,000 | 144 |
| Other employee benefit and retirement-related accounts, managed assets | $498,347,000 | 64 |
| Corporate trust and agency accounts, managed assets | $3,709,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $2,041,868,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | $466,845,000 | 56 |
| Other fiduciary accounts, managed assets | $15,743,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $472,281,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,222,922,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $388,276,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $761,028,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,523,000 | 81 |
| Other retirement accounts, non-managed assets | $25,778,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $2,123,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | $25,010,000 | 68 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,184,000 | 83 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $408,597,000 | 122 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $40,292,000 | 96 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,125,193,000 | 109 |
| Managed Assets ($) | $3,677,932,000 | 86 |
| Personal trust and agency accounts, managed assets | $820,045,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $612,731,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $1,187,000 | 211 |
| Other employee benefit and retirement-related accounts, managed assets | $372,190,000 | 80 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $1,455,463,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $408,984,000 | 57 |
| Other fiduciary accounts, managed assets | $7,332,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $351,247,000 | 79 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $447,261,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $44,557,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $269,520,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,897,000 | 93 |
| Other retirement accounts, non-managed assets | $4,133,000 | 358 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $114,582,000 | 48 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,572,000 | 109 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $387,866,000 | 139 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,133,000 | 420 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,003,194,000 | 109 |
| Managed Assets ($) | $3,572,978,000 | 88 |
| Personal trust and agency accounts, managed assets | $811,162,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $592,368,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $1,120,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $357,571,000 | 79 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $1,404,089,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $399,138,000 | 56 |
| Other fiduciary accounts, managed assets | $7,530,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $336,463,000 | 77 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $430,216,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $43,743,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $259,553,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,862,000 | 89 |
| Other retirement accounts, non-managed assets | $4,229,000 | 216 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $108,234,000 | 42 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,595,000 | 87 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $393,130,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,229,000 | 238 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,259,471,000 | 102 |
| Managed Assets ($) | $3,569,832,000 | 87 |
| Personal trust and agency accounts, managed assets | $843,041,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $600,404,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $1,103,000 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $355,655,000 | 78 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,349,762,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $412,510,000 | 56 |
| Other fiduciary accounts, managed assets | $7,357,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $335,435,000 | 78 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $689,639,000 | 116 |
| Personal trust and agency accounts, non-managed assets | $43,329,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $518,606,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,940,000 | 95 |
| Other retirement accounts, non-managed assets | $4,444,000 | 241 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $108,966,000 | 43 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,354,000 | 93 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $411,121,000 | 124 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,444,000 | 271 |
| 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 | $4,172,969,000 | 100 |
| Managed Assets ($) | $3,490,444,000 | 82 |
| Personal trust and agency accounts, managed assets | $862,193,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $582,639,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $1,018,000 | 164 |
| Other employee benefit and retirement-related accounts, managed assets | $341,015,000 | 78 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $1,306,912,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $389,453,000 | 56 |
| Other fiduciary accounts, managed assets | $7,214,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $320,091,000 | 77 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $682,525,000 | 115 |
| Personal trust and agency accounts, non-managed assets | $49,865,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $508,063,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,484,000 | 89 |
| Other retirement accounts, non-managed assets | $4,546,000 | 216 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $106,291,000 | 37 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,276,000 | 86 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $416,651,000 | 118 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,546,000 | 240 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,797,196,000 | 106 |
| Managed Assets ($) | $2,816,358,000 | 95 |
| Personal trust and agency accounts, managed assets | $797,233,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,791,000 | 194 |
| Employee benefit-defined benefit accounts, managed assets | $956,000 | 223 |
| Other employee benefit and retirement-related accounts, managed assets | $337,300,000 | 79 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $1,276,395,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $381,377,000 | 54 |
| Other fiduciary accounts, managed assets | $8,306,000 | 60 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $315,639,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $980,838,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $48,171,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $811,078,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,097,000 | 100 |
| Other retirement accounts, non-managed assets | $3,486,000 | 380 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $104,839,000 | 43 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,167,000 | 111 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $409,792,000 | 130 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,486,000 | 444 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,577,398,000 | 103 |
| Managed Assets ($) | $2,673,143,000 | 92 |
| Personal trust and agency accounts, managed assets | $711,385,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,147,000 | 161 |
| Employee benefit-defined benefit accounts, managed assets | $844,000 | 167 |
| Other employee benefit and retirement-related accounts, managed assets | $312,368,000 | 80 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,282,193,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $337,725,000 | 55 |
| Other fiduciary accounts, managed assets | $15,481,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $292,627,000 | 78 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $904,255,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $41,728,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $746,027,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,043,000 | 92 |
| Other retirement accounts, non-managed assets | $4,479,000 | 214 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $99,765,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,213,000 | 93 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $395,547,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,479,000 | 237 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,676,246,000 | 100 |
| Managed Assets ($) | $2,541,018,000 | 96 |
| Personal trust and agency accounts, managed assets | $630,078,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,793,000 | 149 |
| Employee benefit-defined benefit accounts, managed assets | $768,000 | 187 |
| Other employee benefit and retirement-related accounts, managed assets | $302,544,000 | 80 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $1,251,996,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $319,262,000 | 55 |
| Other fiduciary accounts, managed assets | $14,577,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $284,574,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,135,228,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $41,919,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $981,854,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,618,000 | 96 |
| Other retirement accounts, non-managed assets | $3,880,000 | 240 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $96,183,000 | 42 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,774,000 | 105 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $404,781,000 | 119 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,880,000 | 267 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,462,875,000 | 101 |
| Managed Assets ($) | $2,466,592,000 | 89 |
| Personal trust and agency accounts, managed assets | $570,553,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,289,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $649,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $272,710,000 | 78 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,298,075,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $290,821,000 | 55 |
| Other fiduciary accounts, managed assets | $12,495,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $255,755,000 | 75 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $996,283,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $38,989,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $855,933,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,806,000 | 93 |
| Other retirement accounts, non-managed assets | $3,744,000 | 222 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $87,176,000 | 40 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,635,000 | 101 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $395,006,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,744,000 | 243 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,094,039,000 | 97 |
| Managed Assets ($) | $2,980,535,000 | 87 |
| Personal trust and agency accounts, managed assets | $696,340,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,078,000 | 151 |
| Employee benefit-defined benefit accounts, managed assets | $723,000 | 241 |
| Other employee benefit and retirement-related accounts, managed assets | $322,409,000 | 79 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $1,556,468,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $366,700,000 | 53 |
| Other fiduciary accounts, managed assets | $11,817,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $304,887,000 | 75 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $1,113,504,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $55,507,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,041,234,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,451,000 | 100 |
| Other retirement accounts, non-managed assets | $4,379,000 | 348 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 361 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,933,000 | 124 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $414,317,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,379,000 | 405 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,826,030,000 | 101 |
| Managed Assets ($) | $2,766,664,000 | 92 |
| Personal trust and agency accounts, managed assets | $659,743,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,598,000 | 135 |
| Employee benefit-defined benefit accounts, managed assets | $1,236,000 | 175 |
| Other employee benefit and retirement-related accounts, managed assets | $311,794,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $1,409,769,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $350,287,000 | 56 |
| Other fiduciary accounts, managed assets | $9,237,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $295,057,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,059,366,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $54,830,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $987,633,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,467,000 | 96 |
| Other retirement accounts, non-managed assets | $4,434,000 | 218 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,002,000 | 100 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $404,733,000 | 125 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,434,000 | 239 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,828,137,000 | 100 |
| Managed Assets ($) | $2,762,924,000 | 88 |
| Personal trust and agency accounts, managed assets | $659,249,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,504,000 | 143 |
| Employee benefit-defined benefit accounts, managed assets | $1,203,000 | 182 |
| Other employee benefit and retirement-related accounts, managed assets | $319,621,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,405,117,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $349,632,000 | 55 |
| Other fiduciary accounts, managed assets | $3,598,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $306,325,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,065,213,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $63,379,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $985,018,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,653,000 | 98 |
| Other retirement accounts, non-managed assets | $4,346,000 | 231 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,817,000 | 104 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $399,671,000 | 124 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,346,000 | 258 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,808,887,000 | 97 |
| Managed Assets ($) | $2,762,388,000 | 88 |
| Personal trust and agency accounts, managed assets | $671,711,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,831,000 | 143 |
| Employee benefit-defined benefit accounts, managed assets | $1,128,000 | 185 |
| Other employee benefit and retirement-related accounts, managed assets | $324,121,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,386,046,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $348,498,000 | 54 |
| Other fiduciary accounts, managed assets | $6,053,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $310,554,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,046,499,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $63,506,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $966,487,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,370,000 | 100 |
| Other retirement accounts, non-managed assets | $4,364,000 | 226 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,772,000 | 105 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $397,852,000 | 127 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,364,000 | 255 |
| 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 | $3,562,386,000 | 97 |
| Managed Assets ($) | $2,586,399,000 | 86 |
| Personal trust and agency accounts, managed assets | $631,300,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,937,000 | 155 |
| Employee benefit-defined benefit accounts, managed assets | $1,014,000 | 245 |
| Other employee benefit and retirement-related accounts, managed assets | $303,769,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $1,291,282,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $327,982,000 | 54 |
| Other fiduciary accounts, managed assets | $8,115,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $290,763,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $975,987,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $61,284,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $900,232,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,560,000 | 108 |
| Other retirement accounts, non-managed assets | $4,209,000 | 345 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, non-managed assets | $702,000 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $377,582,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,209,000 | 408 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,826,750,000 | 94 |
| Managed Assets ($) | $2,769,936,000 | 84 |
| Personal trust and agency accounts, managed assets | $714,653,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,026,000 | 141 |
| Employee benefit-defined benefit accounts, managed assets | $1,052,000 | 187 |
| Other employee benefit and retirement-related accounts, managed assets | $343,655,000 | 69 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $1,322,210,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $354,094,000 | 53 |
| Other fiduciary accounts, managed assets | $9,246,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $321,256,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,056,814,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $71,389,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $968,214,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,660,000 | 101 |
| Other retirement accounts, non-managed assets | $4,636,000 | 225 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,915,000 | 107 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $464,353,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,636,000 | 256 |
| 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 | $4,713,929,000 | 84 |
| Managed Assets ($) | $2,729,759,000 | 85 |
| Personal trust and agency accounts, managed assets | $695,920,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,439,000 | 140 |
| Employee benefit-defined benefit accounts, managed assets | $1,484,000 | 182 |
| Other employee benefit and retirement-related accounts, managed assets | $335,693,000 | 67 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $1,309,951,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $347,290,000 | 54 |
| Other fiduciary accounts, managed assets | $12,982,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $314,392,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,984,170,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $67,195,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $907,429,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,469,000 | 103 |
| Other retirement accounts, non-managed assets | $5,119,000 | 217 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,873,000 | 109 |
| Other fiduciary accounts, non-managed assets | $992,085,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $461,183,000 | 117 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,119,000 | 248 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,634,842,000 | 99 |
| Managed Assets ($) | $2,648,863,000 | 87 |
| Personal trust and agency accounts, managed assets | $686,355,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,501,000 | 139 |
| Employee benefit-defined benefit accounts, managed assets | $1,449,000 | 182 |
| Other employee benefit and retirement-related accounts, managed assets | $331,242,000 | 67 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $1,239,983,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $347,759,000 | 55 |
| Other fiduciary accounts, managed assets | $14,574,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $309,520,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $985,979,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $68,075,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $900,134,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,631,000 | 102 |
| Other retirement accounts, non-managed assets | $5,425,000 | 217 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,714,000 | 107 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $464,281,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,425,000 | 246 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,633,807,000 | 99 |
| Managed Assets ($) | $2,707,867,000 | 86 |
| Personal trust and agency accounts, managed assets | $747,015,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,614,000 | 145 |
| Employee benefit-defined benefit accounts, managed assets | $1,044,000 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $330,034,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $1,235,402,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $352,342,000 | 53 |
| Other fiduciary accounts, managed assets | $13,416,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $306,485,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $925,940,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $33,967,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $872,379,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,785,000 | 106 |
| Other retirement accounts, non-managed assets | $5,649,000 | 326 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,160,000 | 112 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $460,658,000 | 122 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,649,000 | 383 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,483,490,000 | 99 |
| Managed Assets ($) | $2,604,314,000 | 87 |
| Personal trust and agency accounts, managed assets | $738,095,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,416,000 | 136 |
| Employee benefit-defined benefit accounts, managed assets | $997,000 | 186 |
| Other employee benefit and retirement-related accounts, managed assets | $318,327,000 | 67 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,160,078,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $341,216,000 | 55 |
| Other fiduciary accounts, managed assets | $17,185,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $295,079,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $879,176,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $31,535,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $827,962,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,825,000 | 97 |
| Other retirement accounts, non-managed assets | $5,687,000 | 213 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,167,000 | 96 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $453,542,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,687,000 | 243 |
| 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 | $3,341,958,000 | 100 |
| Managed Assets ($) | $2,524,895,000 | 83 |
| Personal trust and agency accounts, managed assets | $734,085,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,549,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $927,000 | 189 |
| Other employee benefit and retirement-related accounts, managed assets | $303,227,000 | 67 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,114,226,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $324,353,000 | 58 |
| Other fiduciary accounts, managed assets | $19,528,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $281,666,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $817,063,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $29,821,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $765,395,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,255,000 | 97 |
| Other retirement accounts, non-managed assets | $3,658,000 | 237 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,934,000 | 79 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $910,755,000 | 90 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,658,000 | 269 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,299,763,000 | 99 |
| Managed Assets ($) | $2,514,984,000 | 85 |
| Personal trust and agency accounts, managed assets | $754,800,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,655,000 | 134 |
| Employee benefit-defined benefit accounts, managed assets | $1,399,000 | 190 |
| Other employee benefit and retirement-related accounts, managed assets | $293,437,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $1,098,174,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $324,239,000 | 57 |
| Other fiduciary accounts, managed assets | $14,280,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $271,431,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $784,779,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $30,661,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $732,664,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,858,000 | 97 |
| Other retirement accounts, non-managed assets | $3,664,000 | 237 |
| 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 | $7,932,000 | 80 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $914,714,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,664,000 | 266 |
| 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 | $3,194,195,000 | 98 |
| Managed Assets ($) | $2,479,984,000 | 83 |
| Personal trust and agency accounts, managed assets | $765,142,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,840,000 | 142 |
| Employee benefit-defined benefit accounts, managed assets | $1,004,000 | 254 |
| Other employee benefit and retirement-related accounts, managed assets | $283,303,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $1,071,173,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $316,295,000 | 56 |
| Other fiduciary accounts, managed assets | $14,227,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $260,182,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $714,211,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $30,751,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $663,434,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,551,000 | 106 |
| Other retirement accounts, non-managed assets | $3,651,000 | 390 |
| 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 | $6,274,000 | 86 |
| Other fiduciary accounts, non-managed assets | $550,000 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $919,667,000 | 88 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,651,000 | 444 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,038,913,000 | 99 |
| Managed Assets ($) | $2,367,018,000 | 85 |
| Personal trust and agency accounts, managed assets | $660,224,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,586,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $980,000 | 196 |
| Other employee benefit and retirement-related accounts, managed assets | $274,255,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,068,140,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $317,142,000 | 56 |
| Other fiduciary accounts, managed assets | $14,691,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $249,537,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $671,895,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $27,710,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $622,336,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,974,000 | 100 |
| Other retirement accounts, non-managed assets | $3,635,000 | 242 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,690,000 | 81 |
| Other fiduciary accounts, non-managed assets | $550,000 | 72 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $911,643,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,635,000 | 265 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,936,706,000 | 101 |
| Managed Assets ($) | $2,297,447,000 | 87 |
| Personal trust and agency accounts, managed assets | $637,751,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,644,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $834,000 | 202 |
| Other employee benefit and retirement-related accounts, managed assets | $260,651,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,039,661,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $308,794,000 | 54 |
| Other fiduciary accounts, managed assets | $19,112,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $237,901,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $639,259,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $12,748,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $604,945,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,212,000 | 100 |
| Other retirement accounts, non-managed assets | $3,342,000 | 251 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $100,000 | 205 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,362,000 | 82 |
| Other fiduciary accounts, non-managed assets | $550,000 | 72 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $919,968,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,342,000 | 278 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,902,425,000 | 102 |
| Managed Assets ($) | $2,267,753,000 | 87 |
| Personal trust and agency accounts, managed assets | $641,235,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,465,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $798,000 | 203 |
| Other employee benefit and retirement-related accounts, managed assets | $257,514,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $1,012,648,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $310,691,000 | 54 |
| Other fiduciary accounts, managed assets | $15,402,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $233,194,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $634,672,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $12,387,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $598,828,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,380,000 | 101 |
| Other retirement accounts, non-managed assets | $3,718,000 | 245 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $522,000 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,287,000 | 81 |
| Other fiduciary accounts, non-managed assets | $550,000 | 72 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $943,449,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,718,000 | 269 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,866,873,000 | 101 |
| Managed Assets ($) | $2,249,374,000 | 83 |
| Personal trust and agency accounts, managed assets | $662,497,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,330,000 | 135 |
| Employee benefit-defined benefit accounts, managed assets | $606,000 | 276 |
| Other employee benefit and retirement-related accounts, managed assets | $250,478,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $987,575,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $299,415,000 | 53 |
| Other fiduciary accounts, managed assets | $15,473,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $226,117,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $617,499,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $12,337,000 | 235 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $582,102,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,990,000 | 108 |
| Other retirement accounts, non-managed assets | $3,739,000 | 402 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $13,000 | 375 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,768,000 | 88 |
| Other fiduciary accounts, non-managed assets | $550,000 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $854,776,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,739,000 | 459 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,837,047,000 | 102 |
| Managed Assets ($) | $2,228,375,000 | 81 |
| Personal trust and agency accounts, managed assets | $649,740,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,498,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $2,291,000 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $245,552,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $978,761,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $306,800,000 | 53 |
| Other fiduciary accounts, managed assets | $12,733,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $218,116,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $608,672,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $12,531,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $571,964,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,141,000 | 102 |
| Other retirement accounts, non-managed assets | $4,731,000 | 223 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $9,000 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,746,000 | 86 |
| Other fiduciary accounts, non-managed assets | $550,000 | 75 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $737,342,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,731,000 | 253 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,951,878,000 | 102 |
| Managed Assets ($) | $2,320,696,000 | 84 |
| Personal trust and agency accounts, managed assets | $828,937,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,685,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $2,221,000 | 189 |
| Other employee benefit and retirement-related accounts, managed assets | $230,181,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $1,011,909,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $191,763,000 | 66 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $224,917,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $631,182,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $18,266,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $600,845,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,536,000 | 105 |
| Other retirement accounts, non-managed assets | $532,000 | 309 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $3,000 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $777,406,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,832,000 | 253 |
| 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 | $2,932,114,000 | 102 |
| Managed Assets ($) | $2,291,311,000 | 83 |
| Personal trust and agency accounts, managed assets | $828,832,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,922,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $2,139,000 | 190 |
| Other employee benefit and retirement-related accounts, managed assets | $215,327,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $996,437,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $190,654,000 | 67 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $210,087,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $640,803,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $18,420,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $610,230,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,593,000 | 103 |
| Other retirement accounts, non-managed assets | $555,000 | 309 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $5,000 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $789,976,000 | 92 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,043,000 | 256 |
| 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 | $2,895,233,000 | 101 |
| Managed Assets ($) | $2,273,413,000 | 82 |
| Personal trust and agency accounts, managed assets | $832,670,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,533,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $2,133,000 | 254 |
| Other employee benefit and retirement-related accounts, managed assets | $211,136,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $978,795,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $191,146,000 | 65 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $205,327,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $621,820,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $18,562,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $591,058,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,621,000 | 110 |
| Other retirement accounts, non-managed assets | $579,000 | 619 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $759,000,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,087,000 | 414 |
| 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 | $2,835,715,000 | 101 |
| Managed Assets ($) | $2,227,808,000 | 82 |
| Personal trust and agency accounts, managed assets | $811,630,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,567,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $2,136,000 | 196 |
| Other employee benefit and retirement-related accounts, managed assets | $211,480,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $960,208,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $183,787,000 | 65 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $203,443,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $607,907,000 | 107 |
| Personal trust and agency accounts, non-managed assets | $17,713,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $577,923,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,690,000 | 105 |
| Other retirement accounts, non-managed assets | $581,000 | 305 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $747,861,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,528,000 | 251 |
| 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 | $2,911,232,000 | 96 |
| Managed Assets ($) | $2,286,751,000 | 81 |
| Personal trust and agency accounts, managed assets | $832,134,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,766,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $2,107,000 | 194 |
| Other employee benefit and retirement-related accounts, managed assets | $203,991,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $969,046,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $225,707,000 | 57 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $198,307,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $624,481,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $18,355,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $593,438,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,051,000 | 104 |
| Other retirement accounts, non-managed assets | $637,000 | 302 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $767,401,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,841,000 | 158 |
| 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 | $2,860,488,000 | 99 |
| Managed Assets ($) | $2,247,032,000 | 81 |
| Personal trust and agency accounts, managed assets | $837,341,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,785,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $2,050,000 | 195 |
| Other employee benefit and retirement-related accounts, managed assets | $190,535,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $924,930,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $240,391,000 | 55 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $185,066,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $613,456,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $17,822,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $583,196,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,840,000 | 106 |
| Other retirement accounts, non-managed assets | $598,000 | 308 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $765,357,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,835,000 | 160 |
| 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 | $2,815,396,000 | 99 |
| Managed Assets ($) | $2,220,076,000 | 82 |
| Personal trust and agency accounts, managed assets | $831,003,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,100,000 | 116 |
| Employee benefit-defined benefit accounts, managed assets | $1,804,000 | 259 |
| Other employee benefit and retirement-related accounts, managed assets | $177,504,000 | 72 |
| Corporate trust and agency accounts, managed assets | $1,300,000 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $917,957,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $237,408,000 | 54 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $172,400,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $595,320,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $18,039,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $565,059,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,646,000 | 111 |
| Other retirement accounts, non-managed assets | $576,000 | 626 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| 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 | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $757,060,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,346,000 | 210 |
| 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 | $2,659,147,000 | 99 |
| Managed Assets ($) | $2,099,161,000 | 82 |
| Personal trust and agency accounts, managed assets | $775,970,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $54,028,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $1,768,000 | 189 |
| Other employee benefit and retirement-related accounts, managed assets | $161,792,000 | 72 |
| Corporate trust and agency accounts, managed assets | $1,169,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $882,246,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $222,188,000 | 54 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $157,402,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $559,986,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $21,648,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $526,479,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,323,000 | 104 |
| Other retirement accounts, non-managed assets | $536,000 | 294 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| 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 | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $746,930,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,967,000 | 152 |
| 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 | $2,478,347,000 | 101 |
| Managed Assets ($) | $1,940,013,000 | 85 |
| Personal trust and agency accounts, managed assets | $732,391,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,367,000 | 114 |
| Employee benefit-defined benefit accounts, managed assets | $5,733,000 | 163 |
| Other employee benefit and retirement-related accounts, managed assets | $151,549,000 | 76 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $835,112,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $169,861,000 | 60 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $147,025,000 | 70 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $538,334,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $20,977,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $506,022,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,745,000 | 105 |
| Other retirement accounts, non-managed assets | $590,000 | 291 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| 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 | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $742,827,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,716,000 | 163 |
| 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 | $2,490,237,000 | 103 |
| Managed Assets ($) | $1,950,002,000 | 84 |
| Personal trust and agency accounts, managed assets | $737,772,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,778,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $6,040,000 | 163 |
| Other employee benefit and retirement-related accounts, managed assets | $148,797,000 | 76 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $842,016,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $170,599,000 | 61 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $144,235,000 | 70 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $540,235,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $20,680,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $508,120,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,690,000 | 102 |
| Other retirement accounts, non-managed assets | $586,000 | 296 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $159,000 | 143 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $739,783,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,979,000 | 164 |
| 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 | $2,322,345,000 | 101 |
| Managed Assets ($) | $1,834,528,000 | 84 |
| Personal trust and agency accounts, managed assets | $686,597,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,120,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $5,334,000 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $123,713,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $812,936,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $159,828,000 | 60 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $119,319,000 | 77 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $487,817,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $14,507,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $462,375,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,243,000 | 118 |
| Other retirement accounts, non-managed assets | $533,000 | 635 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $159,000 | 189 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $718,024,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,274,000 | 136 |
| 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 | $2,286,343,000 | 102 |
| Managed Assets ($) | $1,800,230,000 | 85 |
| Personal trust and agency accounts, managed assets | $673,384,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,363,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $4,656,000 | 167 |
| Other employee benefit and retirement-related accounts, managed assets | $117,430,000 | 87 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $807,682,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $149,715,000 | 60 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $115,113,000 | 78 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $486,113,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $13,912,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $461,324,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,343,000 | 106 |
| Other retirement accounts, non-managed assets | $534,000 | 282 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| 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 | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $705,033,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,775,000 | 114 |
| 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 | $2,047,652,000 | 106 |
| Managed Assets ($) | $1,585,390,000 | 91 |
| Personal trust and agency accounts, managed assets | $658,041,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,420,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $4,368,000 | 172 |
| Other employee benefit and retirement-related accounts, managed assets | $110,263,000 | 90 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $630,074,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $140,224,000 | 62 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $108,321,000 | 78 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $462,262,000 | 116 |
| Personal trust and agency accounts, non-managed assets | $13,191,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $438,863,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,649,000 | 107 |
| Other retirement accounts, non-managed assets | $559,000 | 283 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| 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 | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $693,365,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,811,000 | 108 |
| 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 | $1,986,836,000 | 108 |
| Managed Assets ($) | $1,520,666,000 | 96 |
| Personal trust and agency accounts, managed assets | $682,092,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,391,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $4,300,000 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $110,844,000 | 89 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $543,462,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | $136,577,000 | 65 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $108,857,000 | 78 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $466,170,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $6,278,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $449,141,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,208,000 | 104 |
| Other retirement accounts, non-managed assets | $523,000 | 285 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $20,000 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $710,244,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,446,000 | 113 |
| 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 | $1,839,747,000 | 111 |
| Managed Assets ($) | $1,421,973,000 | 97 |
| Personal trust and agency accounts, managed assets | $639,936,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,743,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $3,872,000 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $101,294,000 | 93 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $508,478,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | $127,650,000 | 64 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $99,481,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $417,774,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $9,100,000 | 265 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $398,710,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,474,000 | 116 |
| Other retirement accounts, non-managed assets | $490,000 | 652 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| 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 | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $692,966,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,497,000 | 136 |
| 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 | $1,775,765,000 | 115 |
| Managed Assets ($) | $1,387,477,000 | 100 |
| Personal trust and agency accounts, managed assets | $587,115,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,910,000 | 114 |
| Employee benefit-defined benefit accounts, managed assets | $2,994,000 | 185 |
| Other employee benefit and retirement-related accounts, managed assets | $97,691,000 | 95 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $540,691,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | $117,076,000 | 66 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $96,031,000 | 82 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $388,288,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $7,560,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $371,319,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,956,000 | 107 |
| Other retirement accounts, non-managed assets | $453,000 | 296 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| 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 | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $660,816,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,366,000 | 186 |
| 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 | $1,960,941,000 | 110 |
| Managed Assets ($) | $1,516,103,000 | 96 |
| Personal trust and agency accounts, managed assets | $661,701,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,931,000 | 116 |
| Employee benefit-defined benefit accounts, managed assets | $3,304,000 | 187 |
| Other employee benefit and retirement-related accounts, managed assets | $100,319,000 | 101 |
| Corporate trust and agency accounts, managed assets | $2,000 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $576,203,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $132,643,000 | 62 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $98,465,000 | 88 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $444,838,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $9,415,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $424,607,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,272,000 | 105 |
| Other retirement accounts, non-managed assets | $544,000 | 297 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| 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 | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $721,808,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,547,000 | 188 |
| 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 | $1,910,848,000 | 111 |
| Managed Assets ($) | $1,467,679,000 | 95 |
| Personal trust and agency accounts, managed assets | $648,879,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,539,000 | 119 |
| Employee benefit-defined benefit accounts, managed assets | $3,861,000 | 184 |
| Other employee benefit and retirement-related accounts, managed assets | $96,472,000 | 99 |
| Corporate trust and agency accounts, managed assets | $75,000 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $546,328,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | $130,525,000 | 61 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $94,649,000 | 85 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $443,169,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $10,772,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $419,889,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,669,000 | 103 |
| Other retirement accounts, non-managed assets | $1,839,000 | 270 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| 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 | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $708,873,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,748,000 | 184 |
| 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 | $1,871,636,000 | 112 |
| Managed Assets ($) | $1,437,576,000 | 97 |
| Personal trust and agency accounts, managed assets | $662,011,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,468,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $3,813,000 | 240 |
| Other employee benefit and retirement-related accounts, managed assets | $86,572,000 | 107 |
| Corporate trust and agency accounts, managed assets | $212,000 | 185 |
| Investment management and investment advisory agency accounts, managed assets | $546,258,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $95,242,000 | 67 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $84,826,000 | 92 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $12,000 | 77 |
| Non-managed Assets ($) | $434,060,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $10,415,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $409,672,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,248,000 | 117 |
| Other retirement accounts, non-managed assets | $1,766,000 | 531 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,959,000 | 113 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $691,213,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,924,000 | 288 |
| 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 | $1,790,470,000 | 112 |
| Managed Assets ($) | $1,364,944,000 | 95 |
| Personal trust and agency accounts, managed assets | $617,721,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,720,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $3,454,000 | 186 |
| Other employee benefit and retirement-related accounts, managed assets | $82,153,000 | 109 |
| Corporate trust and agency accounts, managed assets | $155,000 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $527,508,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | $91,233,000 | 67 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $80,598,000 | 92 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $425,526,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $10,503,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $403,315,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,653,000 | 105 |
| Other retirement accounts, non-managed assets | $475,000 | 288 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,580,000 | 95 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $789,866,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,331,000 | 174 |
| 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 | $1,723,868,000 | 110 |
| Managed Assets ($) | $1,304,216,000 | 91 |
| Personal trust and agency accounts, managed assets | $586,888,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,824,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $3,311,000 | 186 |
| Other employee benefit and retirement-related accounts, managed assets | $76,025,000 | 108 |
| Corporate trust and agency accounts, managed assets | $131,000 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $504,409,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $86,628,000 | 65 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $74,591,000 | 88 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $419,652,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $36,891,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $373,393,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,924,000 | 107 |
| Other retirement accounts, non-managed assets | $441,000 | 289 |
| Corporate trust and agency accounts, non-managed assets | $3,000 | 148 |
| 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 | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $801,738,000 | 92 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,030,000 | 176 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,755,087,000 | 113 |
| Managed Assets ($) | $1,306,660,000 | 94 |
| Personal trust and agency accounts, managed assets | $603,957,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,949,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $3,732,000 | 181 |
| Other employee benefit and retirement-related accounts, managed assets | $71,290,000 | 115 |
| Corporate trust and agency accounts, managed assets | $75,000 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $491,173,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | $90,484,000 | 66 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $69,966,000 | 95 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $448,427,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $38,515,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $399,376,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,599,000 | 104 |
| Other retirement accounts, non-managed assets | $475,000 | 291 |
| Corporate trust and agency accounts, non-managed assets | $462,000 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $813,969,000 | 90 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,742,000 | 166 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,679,085,000 | 113 |
| Managed Assets ($) | $1,252,836,000 | 98 |
| Personal trust and agency accounts, managed assets | $592,136,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,016,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $3,398,000 | 253 |
| Other employee benefit and retirement-related accounts, managed assets | $61,512,000 | 127 |
| Corporate trust and agency accounts, managed assets | $204,000 | 180 |
| Investment management and investment advisory agency accounts, managed assets | $465,643,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | $84,927,000 | 67 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $60,221,000 | 105 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $426,249,000 | 117 |
| Personal trust and agency accounts, non-managed assets | $37,198,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $378,896,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,344,000 | 117 |
| Other retirement accounts, non-managed assets | $450,000 | 690 |
| Corporate trust and agency accounts, non-managed assets | $361,000 | 232 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $802,088,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,511,000 | 242 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,017,871,000 | 105 |
| Managed Assets ($) | $1,186,648,000 | 100 |
| Personal trust and agency accounts, managed assets | $566,249,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,092,000 | 163 |
| Employee benefit-defined benefit accounts, managed assets | $19,950,000 | 129 |
| Other employee benefit and retirement-related accounts, managed assets | $60,479,000 | 128 |
| Corporate trust and agency accounts, managed assets | $149,000 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $517,729,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $831,223,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $288,172,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $361,380,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $166,862,000 | 51 |
| Other retirement accounts, non-managed assets | $14,494,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $315,000 | 127 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $429,566,000 | 117 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,903,040,000 | 106 |
| Managed Assets ($) | $1,115,451,000 | 102 |
| Personal trust and agency accounts, managed assets | $545,448,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,816,000 | 152 |
| Employee benefit-defined benefit accounts, managed assets | $22,042,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $44,229,000 | 161 |
| Corporate trust and agency accounts, managed assets | $131,000 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $479,785,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $787,589,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $296,129,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $332,126,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $149,550,000 | 51 |
| Other retirement accounts, non-managed assets | $9,570,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $214,000 | 130 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $415,116,000 | 124 |
| 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 | $1,879,918,000 | 106 |
| Managed Assets ($) | $1,096,005,000 | 98 |
| Personal trust and agency accounts, managed assets | $552,884,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,368,000 | 153 |
| Employee benefit-defined benefit accounts, managed assets | $22,354,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $39,982,000 | 159 |
| Corporate trust and agency accounts, managed assets | $76,000 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $458,341,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $783,913,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $327,445,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $308,129,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $138,653,000 | 52 |
| Other retirement accounts, non-managed assets | $9,200,000 | 163 |
| Corporate trust and agency accounts, non-managed assets | $486,000 | 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 | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $408,268,000 | 124 |
| 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 | $1,905,400,000 | 109 |
| Managed Assets ($) | $1,111,274,000 | 101 |
| Personal trust and agency accounts, managed assets | $569,873,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,252,000 | 177 |
| Employee benefit-defined benefit accounts, managed assets | $18,998,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $38,246,000 | 171 |
| Corporate trust and agency accounts, managed assets | $201,000 | 193 |
| Investment management and investment advisory agency accounts, managed assets | $460,704,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $794,126,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $307,872,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $331,635,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $144,508,000 | 56 |
| Other retirement accounts, non-managed assets | $9,720,000 | 253 |
| Corporate trust and agency accounts, non-managed assets | $391,000 | 230 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $418,509,000 | 124 |
| 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 | $1,854,678,000 | 111 |
| Managed Assets ($) | $982,990,000 | 117 |
| Personal trust and agency accounts, managed assets | $571,063,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,432,000 | 158 |
| Employee benefit-defined benefit accounts, managed assets | $19,092,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $38,895,000 | 176 |
| Corporate trust and agency accounts, managed assets | $145,000 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $327,363,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $871,688,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $335,317,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $372,434,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $152,816,000 | 56 |
| Other retirement accounts, non-managed assets | $10,752,000 | 177 |
| Corporate trust and agency accounts, non-managed assets | $369,000 | 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 | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $589,857,000 | 109 |
| 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 | $1,948,449,000 | 114 |
| Managed Assets ($) | $1,022,467,000 | 122 |
| Personal trust and agency accounts, managed assets | $606,401,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,088,000 | 163 |
| Employee benefit-defined benefit accounts, managed assets | $17,340,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $38,178,000 | 184 |
| Corporate trust and agency accounts, managed assets | $134,000 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $332,326,000 | 125 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $925,982,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $346,092,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $410,095,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $158,751,000 | 57 |
| Other retirement accounts, non-managed assets | $10,770,000 | 176 |
| Corporate trust and agency accounts, non-managed assets | $274,000 | 145 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $604,506,000 | 110 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,954,088,000 | 120 |
| Managed Assets ($) | $984,138,000 | 132 |
| Personal trust and agency accounts, managed assets | $602,075,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,231,000 | 171 |
| Employee benefit-defined benefit accounts, managed assets | $18,617,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $38,609,000 | 182 |
| Corporate trust and agency accounts, managed assets | $81,000 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $298,525,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $969,950,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $390,215,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $404,575,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $164,156,000 | 59 |
| Other retirement accounts, non-managed assets | $10,470,000 | 173 |
| Corporate trust and agency accounts, non-managed assets | $534,000 | 137 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $628,670,000 | 113 |
| 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 | $2,023,627,000 | 119 |
| Managed Assets ($) | $1,009,954,000 | 130 |
| Personal trust and agency accounts, managed assets | $619,839,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,948,000 | 187 |
| Employee benefit-defined benefit accounts, managed assets | $18,272,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $37,427,000 | 189 |
| Corporate trust and agency accounts, managed assets | $197,000 | 201 |
| Investment management and investment advisory agency accounts, managed assets | $306,271,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,013,673,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $412,640,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $422,996,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $167,503,000 | 61 |
| Other retirement accounts, non-managed assets | $10,100,000 | 265 |
| Corporate trust and agency accounts, non-managed assets | $434,000 | 237 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $629,811,000 | 117 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,946,588,000 | 122 |
| Managed Assets ($) | $997,100,000 | 132 |
| Personal trust and agency accounts, managed assets | $626,719,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,986,000 | 174 |
| Employee benefit-defined benefit accounts, managed assets | $19,322,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $34,519,000 | 196 |
| Corporate trust and agency accounts, managed assets | $143,000 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $288,411,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $949,488,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $335,530,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $429,193,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $172,892,000 | 61 |
| Other retirement accounts, non-managed assets | $9,864,000 | 171 |
| Corporate trust and agency accounts, non-managed assets | $2,009,000 | 121 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $617,086,000 | 118 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,914,834,000 | 129 |
| Managed Assets ($) | $978,625,000 | 138 |
| Personal trust and agency accounts, managed assets | $627,244,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,628,000 | 178 |
| Employee benefit-defined benefit accounts, managed assets | $16,025,000 | 148 |
| Other employee benefit and retirement-related accounts, managed assets | $28,900,000 | 210 |
| Corporate trust and agency accounts, managed assets | $135,000 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $278,693,000 | 148 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $936,209,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $331,212,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $425,154,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $167,826,000 | 65 |
| Other retirement accounts, non-managed assets | $10,151,000 | 178 |
| Corporate trust and agency accounts, non-managed assets | $1,866,000 | 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 | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $629,848,000 | 122 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,924,662,000 | 129 |
| Managed Assets ($) | $955,159,000 | 138 |
| Personal trust and agency accounts, managed assets | $620,733,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,078,000 | 176 |
| Employee benefit-defined benefit accounts, managed assets | $15,269,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $28,894,000 | 201 |
| Corporate trust and agency accounts, managed assets | $82,000 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $264,103,000 | 152 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $969,503,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $385,072,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $405,703,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $163,253,000 | 64 |
| Other retirement accounts, non-managed assets | $11,326,000 | 167 |
| Corporate trust and agency accounts, non-managed assets | $4,149,000 | 111 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $593,090,000 | 124 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,848,246,000 | 125 |
| Managed Assets ($) | $922,815,000 | 139 |
| Personal trust and agency accounts, managed assets | $592,492,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,478,000 | 201 |
| Employee benefit-defined benefit accounts, managed assets | $14,592,000 | 161 |
| Other employee benefit and retirement-related accounts, managed assets | $29,400,000 | 203 |
| Corporate trust and agency accounts, managed assets | $193,000 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $260,660,000 | 148 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $925,431,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $364,255,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $383,520,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $161,244,000 | 64 |
| Other retirement accounts, non-managed assets | $11,363,000 | 248 |
| Corporate trust and agency accounts, non-managed assets | $5,049,000 | 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 | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $531,581,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,694,085,000 | 136 |
| Managed Assets ($) | $861,553,000 | 148 |
| Personal trust and agency accounts, managed assets | $558,469,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,475,000 | 183 |
| Employee benefit-defined benefit accounts, managed assets | $15,936,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $23,362,000 | 213 |
| Corporate trust and agency accounts, managed assets | $138,000 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $241,173,000 | 161 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $832,532,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $299,466,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $360,371,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $157,025,000 | 68 |
| Other retirement accounts, non-managed assets | $11,589,000 | 169 |
| Corporate trust and agency accounts, non-managed assets | $4,081,000 | 118 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $494,546,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,614,022,000 | 142 |
| Managed Assets ($) | $823,620,000 | 155 |
| Personal trust and agency accounts, managed assets | $530,968,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,094,000 | 182 |
| Employee benefit-defined benefit accounts, managed assets | $12,203,000 | 161 |
| Other employee benefit and retirement-related accounts, managed assets | $22,099,000 | 220 |
| Corporate trust and agency accounts, managed assets | $133,000 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $234,123,000 | 167 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $790,402,000 | 121 |
| Personal trust and agency accounts, non-managed assets | $279,843,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $344,975,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $151,034,000 | 73 |
| Other retirement accounts, non-managed assets | $10,667,000 | 179 |
| Corporate trust and agency accounts, non-managed assets | $3,883,000 | 122 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $461,306,000 | 143 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,705,920,000 | 137 |
| Managed Assets ($) | $831,305,000 | 154 |
| Personal trust and agency accounts, managed assets | $524,759,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,879,000 | 190 |
| Employee benefit-defined benefit accounts, managed assets | $11,257,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $22,927,000 | 217 |
| Corporate trust and agency accounts, managed assets | $79,000 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $248,358,000 | 157 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $46,000 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $874,615,000 | 116 |
| Personal trust and agency accounts, non-managed assets | $362,775,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $342,563,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $153,366,000 | 71 |
| Other retirement accounts, non-managed assets | $9,560,000 | 186 |
| Corporate trust and agency accounts, non-managed assets | $6,350,000 | 107 |
| 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 | $1,000 | 121 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $374,257,000 | 150 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,573,415,000 | 141 |
| Managed Assets ($) | $815,216,000 | 157 |
| Personal trust and agency accounts, managed assets | $509,960,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,401,000 | 223 |
| Employee benefit-defined benefit accounts, managed assets | $11,228,000 | 185 |
| Other employee benefit and retirement-related accounts, managed assets | $23,895,000 | 225 |
| Corporate trust and agency accounts, managed assets | $161,000 | 227 |
| Investment management and investment advisory agency accounts, managed assets | $246,482,000 | 156 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $89,000 | 251 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $758,199,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $262,958,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $326,317,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $150,239,000 | 73 |
| Other retirement accounts, non-managed assets | $12,487,000 | 228 |
| Corporate trust and agency accounts, non-managed assets | $6,197,000 | 152 |
| 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 | $1,000 | 254 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $369,175,000 | 149 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,543,299,000 | 143 |
| Managed Assets ($) | $806,939,000 | 153 |
| Personal trust and agency accounts, managed assets | $514,541,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,649,000 | 186 |
| Employee benefit-defined benefit accounts, managed assets | $12,424,000 | 164 |
| Other employee benefit and retirement-related accounts, managed assets | $25,147,000 | 205 |
| Corporate trust and agency accounts, managed assets | $738,000 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $229,371,000 | 160 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $69,000 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $736,360,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $260,659,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $310,863,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $149,061,000 | 75 |
| Other retirement accounts, non-managed assets | $9,579,000 | 181 |
| Corporate trust and agency accounts, non-managed assets | $6,197,000 | 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 | $1,000 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $359,384,000 | 145 |
| 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 | $1,499,763,000 | 139 |
| Managed Assets ($) | $816,537,000 | 148 |
| Personal trust and agency accounts, managed assets | $530,406,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,967,000 | 190 |
| Employee benefit-defined benefit accounts, managed assets | $13,080,000 | 159 |
| Other employee benefit and retirement-related accounts, managed assets | $24,710,000 | 204 |
| Corporate trust and agency accounts, managed assets | $279,000 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $224,046,000 | 159 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $49,000 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $683,226,000 | 122 |
| Personal trust and agency accounts, non-managed assets | $226,380,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $295,570,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $145,432,000 | 73 |
| Other retirement accounts, non-managed assets | $9,604,000 | 182 |
| Corporate trust and agency accounts, non-managed assets | $6,239,000 | 120 |
| 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 | $1,000 | 126 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $351,627,000 | 145 |
| 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 | $1,518,155,000 | 142 |
| Managed Assets ($) | $799,829,000 | 152 |
| Personal trust and agency accounts, managed assets | $528,722,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,859,000 | 197 |
| Employee benefit-defined benefit accounts, managed assets | $11,552,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $23,216,000 | 209 |
| Corporate trust and agency accounts, managed assets | $234,000 | 95 |
| Investment management and investment advisory agency accounts, managed assets | $213,186,000 | 160 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $60,000 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $718,326,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $271,584,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $287,537,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $140,528,000 | 77 |
| Other retirement accounts, non-managed assets | $11,627,000 | 168 |
| Corporate trust and agency accounts, non-managed assets | $7,049,000 | 117 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,000 | 126 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $342,139,000 | 149 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,491,196,000 | 147 |
| Managed Assets ($) | $776,723,000 | 148 |
| Personal trust and agency accounts, managed assets | $508,802,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,009,000 | 233 |
| Employee benefit-defined benefit accounts, managed assets | $10,234,000 | 185 |
| Other employee benefit and retirement-related accounts, managed assets | $24,300,000 | 214 |
| Corporate trust and agency accounts, managed assets | $190,000 | 223 |
| Investment management and investment advisory agency accounts, managed assets | $211,090,000 | 157 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $98,000 | 265 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $714,473,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $273,870,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $263,891,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $157,876,000 | 75 |
| Other retirement accounts, non-managed assets | $11,875,000 | 224 |
| Corporate trust and agency accounts, non-managed assets | $6,960,000 | 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 | $1,000 | 263 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $399,913,000 | 149 |
| 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 | $1,345,803,000 | 153 |
| Managed Assets ($) | $747,785,000 | 148 |
| Personal trust and agency accounts, managed assets | $497,084,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,420,000 | 197 |
| Employee benefit-defined benefit accounts, managed assets | $11,672,000 | 161 |
| Other employee benefit and retirement-related accounts, managed assets | $22,116,000 | 209 |
| Corporate trust and agency accounts, managed assets | $326,000 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $195,114,000 | 159 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $53,000 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $598,018,000 | 131 |
| Personal trust and agency accounts, non-managed assets | $184,242,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $244,460,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $150,301,000 | 74 |
| Other retirement accounts, non-managed assets | $11,871,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $7,143,000 | 120 |
| 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 | $1,000 | 121 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $357,962,000 | 154 |
| 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 | $1,356,094,000 | 151 |
| Managed Assets ($) | $725,251,000 | 148 |
| Personal trust and agency accounts, managed assets | $479,382,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,727,000 | 194 |
| Employee benefit-defined benefit accounts, managed assets | $9,120,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $22,140,000 | 208 |
| Corporate trust and agency accounts, managed assets | $231,000 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $189,643,000 | 164 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $8,000 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $630,843,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $217,213,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $241,919,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $148,805,000 | 73 |
| Other retirement accounts, non-managed assets | $11,926,000 | 168 |
| Corporate trust and agency accounts, non-managed assets | $10,979,000 | 112 |
| 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 | $1,000 | 119 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $348,348,000 | 158 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,357,682,000 | 153 |
| Managed Assets ($) | $724,429,000 | 150 |
| Personal trust and agency accounts, managed assets | $437,465,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,402,000 | 195 |
| Employee benefit-defined benefit accounts, managed assets | $9,947,000 | 169 |
| Other employee benefit and retirement-related accounts, managed assets | $29,057,000 | 181 |
| Corporate trust and agency accounts, managed assets | $217,000 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $184,187,000 | 170 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $40,154,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $633,253,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $217,659,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $239,160,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $149,671,000 | 71 |
| Other retirement accounts, non-managed assets | $12,011,000 | 166 |
| Corporate trust and agency accounts, non-managed assets | $14,751,000 | 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 | $1,000 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $338,467,000 | 159 |
| 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 | $1,314,585,000 | 159 |
| Managed Assets ($) | $696,119,000 | 158 |
| Personal trust and agency accounts, managed assets | $431,735,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,309,000 | 210 |
| Employee benefit-defined benefit accounts, managed assets | $9,705,000 | 196 |
| Other employee benefit and retirement-related accounts, managed assets | $21,852,000 | 224 |
| Corporate trust and agency accounts, managed assets | $164,000 | 257 |
| Investment management and investment advisory agency accounts, managed assets | $165,043,000 | 172 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $40,311,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $618,466,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $218,327,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $226,688,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $146,116,000 | 73 |
| Other retirement accounts, non-managed assets | $12,821,000 | 224 |
| Corporate trust and agency accounts, non-managed assets | $14,512,000 | 145 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $2,000 | 270 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $334,248,000 | 167 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | 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 | $1,270,182,000 | 165 |
| Managed Assets ($) | $665,752,000 | 167 |
| Personal trust and agency accounts, managed assets | $424,533,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,875,000 | 200 |
| Employee benefit-defined benefit accounts, managed assets | $10,119,000 | 177 |
| Other employee benefit and retirement-related accounts, managed assets | $21,214,000 | 210 |
| Corporate trust and agency accounts, managed assets | $375,000 | 103 |
| Investment management and investment advisory agency accounts, managed assets | $146,783,000 | 182 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $36,853,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $604,430,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $232,393,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $205,244,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $137,995,000 | 78 |
| Other retirement accounts, non-managed assets | $14,076,000 | 168 |
| Corporate trust and agency accounts, non-managed assets | $14,673,000 | 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 | $49,000 | 137 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $319,471,000 | 171 |
| 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 | $1,281,717,000 | 167 |
| Managed Assets ($) | $658,240,000 | 167 |
| Personal trust and agency accounts, managed assets | $422,412,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,338,000 | 205 |
| Employee benefit-defined benefit accounts, managed assets | $9,805,000 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $19,745,000 | 215 |
| Corporate trust and agency accounts, managed assets | $332,000 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $145,152,000 | 179 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $36,456,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $623,477,000 | 140 |
| Personal trust and agency accounts, non-managed assets | $258,564,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $198,499,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $135,908,000 | 79 |
| Other retirement accounts, non-managed assets | $15,008,000 | 164 |
| Corporate trust and agency accounts, non-managed assets | $15,449,000 | 119 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $49,000 | 145 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $321,689,000 | 173 |
| 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 | $1,283,414,000 | 165 |
| Managed Assets ($) | $653,234,000 | 169 |
| Personal trust and agency accounts, managed assets | $455,936,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,330,000 | 213 |
| Employee benefit-defined benefit accounts, managed assets | $8,751,000 | 184 |
| Other employee benefit and retirement-related accounts, managed assets | $17,324,000 | 220 |
| Corporate trust and agency accounts, managed assets | $439,000 | 111 |
| Investment management and investment advisory agency accounts, managed assets | $116,523,000 | 200 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $32,931,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $630,180,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $293,912,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $179,184,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $126,078,000 | 82 |
| Other retirement accounts, non-managed assets | $15,592,000 | 158 |
| Corporate trust and agency accounts, non-managed assets | $15,413,000 | 121 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,000 | 150 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $323,384,000 | 174 |
| 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 | $1,208,073,000 | 169 |
| Managed Assets ($) | $637,351,000 | 169 |
| Personal trust and agency accounts, managed assets | $432,083,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,874,000 | 243 |
| Employee benefit-defined benefit accounts, managed assets | $8,715,000 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $18,743,000 | 237 |
| Corporate trust and agency accounts, managed assets | $318,000 | 258 |
| Investment management and investment advisory agency accounts, managed assets | $123,094,000 | 194 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $32,524,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $570,722,000 | 146 |
| Personal trust and agency accounts, non-managed assets | $231,553,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $178,489,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $127,880,000 | 82 |
| Other retirement accounts, non-managed assets | $16,769,000 | 182 |
| Corporate trust and agency accounts, non-managed assets | $16,030,000 | 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 | $1,000 | 285 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $290,384,000 | 183 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,072,033,000 | 165 |
| Managed Assets ($) | $491,183,000 | 184 |
| Personal trust and agency accounts, managed assets | $320,618,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,572,000 | 259 |
| Employee benefit-defined benefit accounts, managed assets | $6,633,000 | 226 |
| Other employee benefit and retirement-related accounts, managed assets | $12,064,000 | 286 |
| Corporate trust and agency accounts, managed assets | $234,000 | 253 |
| Investment management and investment advisory agency accounts, managed assets | $99,826,000 | 209 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $33,236,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $580,850,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $255,416,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $158,471,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $115,737,000 | 75 |
| Other retirement accounts, non-managed assets | $16,399,000 | 175 |
| Corporate trust and agency accounts, non-managed assets | $34,826,000 | 133 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,000 | 282 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $258,978,000 | 175 |
| 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 |