Home > Hancock Whitney Bank > Total Fiduciary and Related Assets
Hancock Whitney Bank, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $22,261,409,000 | 53 |
| Managed Assets ($) | $9,712,713,000 | 50 |
| Personal trust and agency accounts, managed assets | $1,654,937,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $176,319,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $955,584,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $353,856,000 | 85 |
| Corporate trust and agency accounts, managed assets | $122,890,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $5,536,244,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $910,000,000 | 42 |
| Other fiduciary accounts, managed assets | $2,883,000 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $323,663,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $12,548,696,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $4,903,446,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,525,771,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $191,041,000 | 41 |
| Other retirement accounts, non-managed assets | $175,148,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $5,667,709,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $5,702,000 | 175 |
| Foundation and endowment trust and agency accounts, non-managed assets | $79,650,000 | 39 |
| Other fiduciary accounts, non-managed assets | $229,000 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,647,726,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,508,000 | 206 |
| 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 | $22,040,463,000 | 50 |
| Managed Assets ($) | $9,277,813,000 | 50 |
| Personal trust and agency accounts, managed assets | $1,585,230,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $163,584,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $913,435,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $338,702,000 | 83 |
| Corporate trust and agency accounts, managed assets | $130,049,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $5,273,340,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $870,626,000 | 41 |
| Other fiduciary accounts, managed assets | $2,847,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $309,448,000 | 81 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,762,650,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $4,910,156,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,407,540,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $199,053,000 | 42 |
| Other retirement accounts, non-managed assets | $160,669,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $6,023,200,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $3,734,000 | 136 |
| Foundation and endowment trust and agency accounts, non-managed assets | $57,988,000 | 44 |
| Other fiduciary accounts, non-managed assets | $310,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,736,725,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,599,000 | 146 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,477 |
| Fiduciary power exercised | $0 | 1,118 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | NA | NA |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | $0 | 427 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $375,152,500 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $563,685,667 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $905 | 433 |
| Corporate trust and agency accounts, managed assets | $17,495,000 | 33 |
| 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 | $4 | 135 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $3,950,333 | 385 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | $0 | 364 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $176,394,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $1,775,000 | 308 |
| Corporate trust and agency accounts, non-managed assets | $631 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $849 | 263 |
| Foundation and endowment trust and agency accounts, non-managed assets | $54,181,000 | 45 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | $320 | 25 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 369 |
| 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 | $22,758,775,000 | 54 |
| Managed Assets ($) | $9,342,869,000 | 51 |
| Personal trust and agency accounts, managed assets | $1,550,959,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $164,483,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $946,313,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $342,201,000 | 85 |
| Corporate trust and agency accounts, managed assets | $133,189,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $5,260,674,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $942,270,000 | 42 |
| Other fiduciary accounts, managed assets | $2,780,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $312,940,000 | 84 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,415,906,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $4,990,162,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,457,867,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $142,272,000 | 47 |
| Other retirement accounts, non-managed assets | $157,541,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $6,602,591,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $4,651,000 | 133 |
| Foundation and endowment trust and agency accounts, non-managed assets | $60,512,000 | 42 |
| Other fiduciary accounts, non-managed assets | $310,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,235,152,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,649,000 | 155 |
| 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 | $20,840,952,000 | 54 |
| Managed Assets ($) | $9,099,326,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,540,305,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $156,399,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $927,262,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $337,033,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $5,214,491,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $921,083,000 | 43 |
| Other fiduciary accounts, managed assets | $2,753,000 | 91 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $308,532,000 | 84 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $11,741,626,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $3,573,118,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,374,630,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $97,063,000 | 62 |
| Other retirement accounts, non-managed assets | $158,039,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $6,478,972,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $4,627,000 | 195 |
| Foundation and endowment trust and agency accounts, non-managed assets | $54,868,000 | 42 |
| Other fiduciary accounts, non-managed assets | $309,000 | 82 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,096,407,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,788,000 | 213 |
| 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 | $20,172,730,000 | 54 |
| Managed Assets ($) | $8,674,187,000 | 53 |
| Personal trust and agency accounts, managed assets | $1,460,553,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $152,224,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $904,381,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $321,399,000 | 82 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $4,956,987,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $875,909,000 | 42 |
| Other fiduciary accounts, managed assets | $2,734,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $293,865,000 | 84 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,498,543,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $3,583,641,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,321,978,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $107,053,000 | 57 |
| Other retirement accounts, non-managed assets | $155,527,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $6,286,519,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $7,000 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $43,504,000 | 47 |
| Other fiduciary accounts, non-managed assets | $314,000 | 61 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,133,987,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,259,000 | 150 |
| 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 | $19,990,128,000 | 44 |
| Managed Assets ($) | $8,836,586,000 | 45 |
| Personal trust and agency accounts, managed assets | $1,506,330,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $65,559,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $973,351,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $323,132,000 | 79 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $5,019,654,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $945,837,000 | 32 |
| Other fiduciary accounts, managed assets | $2,723,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $306,687,000 | 79 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,153,542,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $3,585,965,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $998,230,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $108,049,000 | 55 |
| Other retirement accounts, non-managed assets | $160,195,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $6,296,921,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $1,813,000 | 172 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,054,000 | 104 |
| Other fiduciary accounts, non-managed assets | $315,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,866,987,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,104,000 | 156 |
| 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 | $18,171,679,000 | 47 |
| Managed Assets ($) | $9,473,473,000 | 45 |
| Personal trust and agency accounts, managed assets | $1,648,900,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,424,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $1,074,309,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $353,840,000 | 80 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $5,295,007,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $1,026,271,000 | 34 |
| Other fiduciary accounts, managed assets | $2,722,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $335,579,000 | 81 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,698,206,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $436,605,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,155,405,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $131,438,000 | 50 |
| Other retirement accounts, non-managed assets | $175,050,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $6,797,067,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $5,000 | 184 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,241,000 | 94 |
| Other fiduciary accounts, non-managed assets | $395,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,002,534,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,176,000 | 144 |
| 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 | $17,848,006,000 | 47 |
| Managed Assets ($) | $9,838,518,000 | 44 |
| Personal trust and agency accounts, managed assets | $1,729,850,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $82,160,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $1,151,246,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $375,855,000 | 78 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $5,619,022,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $877,662,000 | 33 |
| Other fiduciary accounts, managed assets | $2,723,000 | 93 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $356,610,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $8,009,488,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $456,802,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,248,411,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $163,276,000 | 50 |
| Other retirement accounts, non-managed assets | $180,320,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $5,957,903,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $5,000 | 332 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,372,000 | 110 |
| Other fiduciary accounts, non-managed assets | $399,000 | 82 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,128,309,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,939,000 | 205 |
| 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 | $16,416,200,000 | 48 |
| Managed Assets ($) | $9,455,583,000 | 44 |
| Personal trust and agency accounts, managed assets | $1,693,055,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $86,352,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $1,122,979,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $358,140,000 | 77 |
| Corporate trust and agency accounts, managed assets | $6,467,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $5,329,530,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $856,336,000 | 33 |
| Other fiduciary accounts, managed assets | $2,724,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $336,124,000 | 78 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,960,617,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $453,822,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,197,968,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $161,614,000 | 50 |
| Other retirement accounts, non-managed assets | $175,974,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $4,968,473,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,195,000 | 89 |
| Other fiduciary accounts, non-managed assets | $571,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,728,240,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,364,000 | 143 |
| 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 | $17,140,858,000 | 48 |
| Managed Assets ($) | $10,110,137,000 | 42 |
| Personal trust and agency accounts, managed assets | $1,710,020,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $86,557,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $1,127,903,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $370,336,000 | 77 |
| Corporate trust and agency accounts, managed assets | $6,624,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $5,915,771,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $890,200,000 | 31 |
| Other fiduciary accounts, managed assets | $2,726,000 | 66 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $344,601,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,030,721,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $459,268,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,206,710,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $165,081,000 | 52 |
| Other retirement accounts, non-managed assets | $174,715,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $5,022,175,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,196,000 | 96 |
| Other fiduciary accounts, non-managed assets | $576,000 | 61 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,041,610,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,782,000 | 161 |
| 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 | $16,668,595,000 | 48 |
| Managed Assets ($) | $9,704,772,000 | 43 |
| Personal trust and agency accounts, managed assets | $1,593,103,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $83,647,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $1,088,476,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $352,993,000 | 77 |
| Corporate trust and agency accounts, managed assets | $26,141,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $5,727,866,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $829,819,000 | 31 |
| Other fiduciary accounts, managed assets | $2,727,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $325,878,000 | 75 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,963,823,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $465,393,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,138,918,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $179,051,000 | 48 |
| Other retirement accounts, non-managed assets | $174,292,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $4,981,956,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $21,457,000 | 73 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,147,000 | 88 |
| Other fiduciary accounts, non-managed assets | $609,000 | 54 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,803,050,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,992,000 | 144 |
| 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 | $16,408,918,000 | 50 |
| Managed Assets ($) | $9,520,677,000 | 43 |
| Personal trust and agency accounts, managed assets | $1,557,866,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $89,454,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $1,100,135,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $364,503,000 | 75 |
| Corporate trust and agency accounts, managed assets | $27,811,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $5,566,057,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $812,123,000 | 32 |
| Other fiduciary accounts, managed assets | $2,728,000 | 90 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $338,394,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $332,132,000 | 26 |
| Non-managed Assets ($) | $6,888,241,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $464,186,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,107,828,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $190,323,000 | 50 |
| Other retirement accounts, non-managed assets | $150,324,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $4,951,235,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $22,156,000 | 89 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,189,000 | 110 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,610,764,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,831,000 | 206 |
| 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 | $15,043,334,000 | 49 |
| Managed Assets ($) | $9,014,982,000 | 41 |
| Personal trust and agency accounts, managed assets | $1,452,099,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $84,365,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $1,025,727,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $346,472,000 | 72 |
| Corporate trust and agency accounts, managed assets | $28,713,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $5,298,868,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $776,009,000 | 32 |
| Other fiduciary accounts, managed assets | $2,729,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $322,230,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,028,352,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $454,036,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $995,920,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $178,282,000 | 50 |
| Other retirement accounts, non-managed assets | $130,190,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $4,239,871,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $28,063,000 | 60 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,990,000 | 96 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,799,068,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,325,000 | 148 |
| 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 | $14,045,773,000 | 49 |
| Managed Assets ($) | $8,842,984,000 | 39 |
| Personal trust and agency accounts, managed assets | $1,544,880,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $81,244,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $987,885,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $338,967,000 | 70 |
| Corporate trust and agency accounts, managed assets | $32,005,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $5,499,612,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $342,271,000 | 53 |
| Other fiduciary accounts, managed assets | $16,120,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $315,744,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,202,789,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $448,659,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $948,287,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $168,399,000 | 51 |
| Other retirement accounts, non-managed assets | $133,608,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $3,449,501,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $40,173,000 | 62 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,569,000 | 83 |
| Other fiduciary accounts, non-managed assets | $9,593,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,333,875,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,291,000 | 158 |
| 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 | $13,732,265,000 | 49 |
| Managed Assets ($) | $8,314,842,000 | 40 |
| Personal trust and agency accounts, managed assets | $1,424,323,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,460,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $905,506,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $313,224,000 | 70 |
| Corporate trust and agency accounts, managed assets | $38,480,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $5,227,323,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $315,305,000 | 52 |
| Other fiduciary accounts, managed assets | $16,221,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $292,290,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,417,423,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $445,375,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $812,507,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $152,455,000 | 51 |
| Other retirement accounts, non-managed assets | $117,102,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $3,847,172,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $26,757,000 | 59 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,963,000 | 85 |
| Other fiduciary accounts, non-managed assets | $12,092,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,362,361,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,536,000 | 150 |
| 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 | $15,047,056,000 | 49 |
| Managed Assets ($) | $9,391,516,000 | 39 |
| Personal trust and agency accounts, managed assets | $1,634,526,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $84,147,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $1,026,310,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $369,618,000 | 69 |
| Corporate trust and agency accounts, managed assets | $35,196,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $5,866,836,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $357,585,000 | 54 |
| Other fiduciary accounts, managed assets | $17,298,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $345,856,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $357,847,000 | 26 |
| Non-managed Assets ($) | $5,655,540,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $445,466,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $944,697,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $168,498,000 | 50 |
| Other retirement accounts, non-managed assets | $143,994,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $3,908,270,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $32,090,000 | 73 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,438,000 | 93 |
| Other fiduciary accounts, non-managed assets | $7,087,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,020,303,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,084,000 | 185 |
| 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 | $14,857,801,000 | 51 |
| Managed Assets ($) | $9,328,879,000 | 41 |
| Personal trust and agency accounts, managed assets | $1,607,083,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $84,579,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $998,384,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $374,609,000 | 69 |
| Corporate trust and agency accounts, managed assets | $36,644,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $5,829,115,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $382,016,000 | 53 |
| Other fiduciary accounts, managed assets | $16,449,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $334,238,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,528,922,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $450,637,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $921,078,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $172,434,000 | 50 |
| Other retirement accounts, non-managed assets | $137,142,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $3,814,860,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $21,208,000 | 68 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,006,000 | 84 |
| Other fiduciary accounts, non-managed assets | $6,557,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,422,267,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,168,000 | 129 |
| 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 | $15,090,614,000 | 48 |
| Managed Assets ($) | $9,419,492,000 | 40 |
| Personal trust and agency accounts, managed assets | $1,623,672,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $90,870,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $972,087,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $424,095,000 | 59 |
| Corporate trust and agency accounts, managed assets | $38,032,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $5,868,883,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $385,443,000 | 52 |
| Other fiduciary accounts, managed assets | $16,410,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $341,452,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,671,122,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $536,951,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $877,228,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $216,112,000 | 45 |
| Other retirement accounts, non-managed assets | $138,450,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $3,866,333,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $24,803,000 | 70 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,030,000 | 84 |
| Other fiduciary accounts, non-managed assets | $6,215,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,852,979,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,706,000 | 136 |
| 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 | $15,435,176,000 | 48 |
| Managed Assets ($) | $9,340,456,000 | 40 |
| Personal trust and agency accounts, managed assets | $1,418,812,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $98,727,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $1,063,620,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $348,169,000 | 69 |
| Corporate trust and agency accounts, managed assets | $38,205,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $5,485,926,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $871,534,000 | 28 |
| Other fiduciary accounts, managed assets | $15,463,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $342,683,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,094,720,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $527,614,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $843,395,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $589,250,000 | 34 |
| Other retirement accounts, non-managed assets | $38,163,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $3,896,693,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $8,933,000 | 107 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,846,000 | 85 |
| Other fiduciary accounts, non-managed assets | $185,826,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,594,832,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,774,000 | 131 |
| 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 | $14,795,819,000 | 46 |
| Managed Assets ($) | $8,594,966,000 | 40 |
| Personal trust and agency accounts, managed assets | $1,307,869,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $103,118,000 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $713,114,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $332,503,000 | 67 |
| Corporate trust and agency accounts, managed assets | $39,686,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $5,252,099,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $824,099,000 | 28 |
| Other fiduciary accounts, managed assets | $22,478,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $327,225,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $308,899,000 | 25 |
| Non-managed Assets ($) | $6,200,853,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $571,909,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $784,325,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $761,235,000 | 33 |
| Other retirement accounts, non-managed assets | $34,119,000 | 98 |
| Corporate trust and agency accounts, non-managed assets | $3,857,905,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $5,836,000 | 166 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,350,000 | 101 |
| Other fiduciary accounts, non-managed assets | $181,174,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,763,103,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,857,000 | 165 |
| 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 | $15,876,919,000 | 47 |
| Managed Assets ($) | $9,527,408,000 | 38 |
| Personal trust and agency accounts, managed assets | $1,431,875,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $149,313,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $795,767,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $362,106,000 | 65 |
| Corporate trust and agency accounts, managed assets | $36,846,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $5,814,331,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $907,302,000 | 29 |
| Other fiduciary accounts, managed assets | $29,868,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $356,695,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,349,511,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $592,489,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $862,994,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $821,716,000 | 33 |
| Other retirement accounts, non-managed assets | $37,860,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $3,829,346,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $6,744,000 | 125 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,342,000 | 82 |
| Other fiduciary accounts, non-managed assets | $193,020,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,695,373,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,618,000 | 128 |
| 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 | $10,845,274,000 | 53 |
| Managed Assets ($) | $5,911,739,000 | 49 |
| Personal trust and agency accounts, managed assets | $669,852,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $112,167,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $528,404,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $255,450,000 | 78 |
| Corporate trust and agency accounts, managed assets | $30,952,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $3,959,451,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $334,070,000 | 56 |
| Other fiduciary accounts, managed assets | $21,393,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $250,129,000 | 72 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,933,535,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $39,156,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $780,203,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $245,424,000 | 49 |
| Other retirement accounts, non-managed assets | $23,879,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $3,827,028,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $5,789,000 | 126 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,272,000 | 80 |
| Other fiduciary accounts, non-managed assets | $5,784,000 | 53 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,349,441,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,797,000 | 201 |
| 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 | $10,894,679,000 | 54 |
| Managed Assets ($) | $5,886,243,000 | 49 |
| Personal trust and agency accounts, managed assets | $686,032,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $120,581,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $535,286,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $254,141,000 | 78 |
| Corporate trust and agency accounts, managed assets | $31,087,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $3,890,305,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $338,984,000 | 56 |
| Other fiduciary accounts, managed assets | $29,827,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $248,524,000 | 70 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,008,436,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $39,470,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $775,621,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $247,684,000 | 47 |
| Other retirement accounts, non-managed assets | $24,814,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $3,901,871,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $5,799,000 | 127 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,057,000 | 79 |
| Other fiduciary accounts, non-managed assets | $7,120,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,345,271,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,564,000 | 202 |
| 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 | $11,204,956,000 | 54 |
| Managed Assets ($) | $5,948,068,000 | 48 |
| Personal trust and agency accounts, managed assets | $684,436,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $82,586,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $546,511,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $254,456,000 | 76 |
| Corporate trust and agency accounts, managed assets | $30,298,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $3,974,420,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $345,536,000 | 55 |
| Other fiduciary accounts, managed assets | $29,825,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $248,854,000 | 70 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $381,356,000 | 26 |
| Non-managed Assets ($) | $5,256,888,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $44,549,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $740,486,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $254,816,000 | 46 |
| Other retirement accounts, non-managed assets | $22,760,000 | 132 |
| Corporate trust and agency accounts, non-managed assets | $4,173,404,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $5,678,000 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,149,000 | 88 |
| Other fiduciary accounts, non-managed assets | $9,046,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,316,961,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,037,000 | 285 |
| 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 | $11,345,086,000 | 54 |
| Managed Assets ($) | $5,890,539,000 | 48 |
| Personal trust and agency accounts, managed assets | $667,788,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $80,603,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $532,877,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $250,779,000 | 76 |
| Corporate trust and agency accounts, managed assets | $30,758,000 | 26 |
| Investment management and investment advisory agency accounts, managed assets | $3,962,500,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $335,604,000 | 56 |
| Other fiduciary accounts, managed assets | $29,630,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $245,282,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,454,547,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $46,920,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $712,585,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $251,735,000 | 46 |
| Other retirement accounts, non-managed assets | $20,925,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $4,401,123,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $6,536,000 | 119 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,820,000 | 82 |
| Other fiduciary accounts, non-managed assets | $8,903,000 | 53 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,219,924,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,946,000 | 200 |
| 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 | $11,108,658,000 | 54 |
| Managed Assets ($) | $5,911,838,000 | 47 |
| Personal trust and agency accounts, managed assets | $656,340,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $78,452,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $565,632,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $248,766,000 | 76 |
| Corporate trust and agency accounts, managed assets | $52,350,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $3,949,140,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $331,687,000 | 57 |
| Other fiduciary accounts, managed assets | $29,471,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $207,194,000 | 77 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,196,820,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $45,994,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $695,115,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $301,487,000 | 42 |
| Other retirement accounts, non-managed assets | $20,148,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $4,095,382,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $24,102,000 | 71 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,616,000 | 85 |
| Other fiduciary accounts, non-managed assets | $8,976,000 | 53 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,267,833,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,821,000 | 202 |
| 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 | $10,325,054,000 | 54 |
| Managed Assets ($) | $5,910,197,000 | 47 |
| Personal trust and agency accounts, managed assets | $629,809,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $79,385,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $588,474,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $246,783,000 | 75 |
| Corporate trust and agency accounts, managed assets | $55,508,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $3,976,411,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $305,289,000 | 58 |
| Other fiduciary accounts, managed assets | $28,538,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $201,232,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,414,857,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $45,213,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $671,053,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $266,460,000 | 44 |
| Other retirement accounts, non-managed assets | $19,530,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $3,398,542,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $2,640,000 | 146 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,118,000 | 106 |
| Other fiduciary accounts, non-managed assets | $9,301,000 | 54 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,248,064,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,963,000 | 195 |
| 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 | $11,013,238,000 | 53 |
| Managed Assets ($) | $6,303,326,000 | 46 |
| Personal trust and agency accounts, managed assets | $638,502,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $81,156,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $603,938,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $245,365,000 | 74 |
| Corporate trust and agency accounts, managed assets | $34,954,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $4,348,221,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $292,263,000 | 57 |
| Other fiduciary accounts, managed assets | $58,927,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $197,221,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $577,849,000 | 22 |
| Non-managed Assets ($) | $4,709,912,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $37,867,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $630,393,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $234,133,000 | 46 |
| Other retirement accounts, non-managed assets | $17,788,000 | 166 |
| Corporate trust and agency accounts, non-managed assets | $3,783,043,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $2,168,000 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,034,000 | 124 |
| Other fiduciary accounts, non-managed assets | $2,486,000 | 79 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,125,549,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,273,000 | 295 |
| 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 | $10,981,361,000 | 53 |
| Managed Assets ($) | $6,169,948,000 | 46 |
| Personal trust and agency accounts, managed assets | $630,737,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $79,929,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $592,834,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $248,574,000 | 71 |
| Corporate trust and agency accounts, managed assets | $35,409,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $4,241,003,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $290,325,000 | 58 |
| Other fiduciary accounts, managed assets | $51,137,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $199,764,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,811,413,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $41,029,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $707,909,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $245,787,000 | 45 |
| Other retirement accounts, non-managed assets | $85,505,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $3,723,553,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $3,326,000 | 138 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,991,000 | 106 |
| Other fiduciary accounts, non-managed assets | $2,313,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,935,203,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,876,000 | 205 |
| 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 | $10,911,054,000 | 53 |
| Managed Assets ($) | $6,139,033,000 | 45 |
| Personal trust and agency accounts, managed assets | $628,985,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,742,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $499,924,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $253,939,000 | 68 |
| Corporate trust and agency accounts, managed assets | $37,273,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $4,302,189,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $287,800,000 | 57 |
| Other fiduciary accounts, managed assets | $51,181,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $203,363,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,772,021,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $41,240,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $605,209,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $306,190,000 | 41 |
| Other retirement accounts, non-managed assets | $70,319,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $3,741,661,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $3,181,000 | 143 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,970,000 | 108 |
| Other fiduciary accounts, non-managed assets | $2,251,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,066,580,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,782,000 | 209 |
| 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 | $11,828,139,000 | 52 |
| Managed Assets ($) | $6,114,720,000 | 45 |
| Personal trust and agency accounts, managed assets | $632,659,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $112,051,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $461,178,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $256,390,000 | 65 |
| Corporate trust and agency accounts, managed assets | $43,757,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $4,265,688,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $291,949,000 | 56 |
| Other fiduciary accounts, managed assets | $51,048,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $199,312,000 | 70 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,713,419,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $39,987,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $590,851,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $267,366,000 | 42 |
| Other retirement accounts, non-managed assets | $64,453,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $4,744,528,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $1,957,000 | 157 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,049,000 | 104 |
| Other fiduciary accounts, non-managed assets | $2,228,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,469,518,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,853,000 | 209 |
| 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 | $12,080,236,000 | 50 |
| Managed Assets ($) | $6,131,768,000 | 44 |
| Personal trust and agency accounts, managed assets | $638,358,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $113,189,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $465,814,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $256,468,000 | 62 |
| Corporate trust and agency accounts, managed assets | $36,674,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $4,277,177,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $293,087,000 | 55 |
| Other fiduciary accounts, managed assets | $51,001,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $200,840,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $696,472,000 | 21 |
| Non-managed Assets ($) | $5,948,468,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $39,482,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $574,229,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $262,328,000 | 44 |
| Other retirement accounts, non-managed assets | $55,926,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $5,000,562,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $11,908,000 | 114 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,975,000 | 128 |
| Other fiduciary accounts, non-managed assets | $2,058,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,456,338,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $8,823,000 | 313 |
| 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 | $11,958,319,000 | 48 |
| Managed Assets ($) | $6,049,091,000 | 45 |
| Personal trust and agency accounts, managed assets | $644,739,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $84,294,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $439,107,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $264,891,000 | 57 |
| Corporate trust and agency accounts, managed assets | $36,090,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $4,226,827,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $302,169,000 | 54 |
| Other fiduciary accounts, managed assets | $50,974,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $203,148,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,909,228,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $40,707,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $551,104,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $241,275,000 | 43 |
| Other retirement accounts, non-managed assets | $63,112,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $5,007,245,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $2,082,000 | 156 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,874,000 | 111 |
| Other fiduciary accounts, non-managed assets | $1,829,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,458,513,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $9,041,000 | 202 |
| 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 | $12,393,150,000 | 49 |
| Managed Assets ($) | $6,353,978,000 | 47 |
| Personal trust and agency accounts, managed assets | $692,661,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $91,675,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $458,359,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $276,513,000 | 59 |
| Corporate trust and agency accounts, managed assets | $60,683,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $4,400,574,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $321,853,000 | 55 |
| Other fiduciary accounts, managed assets | $51,660,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $209,633,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,039,172,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $39,469,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $582,753,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $254,979,000 | 43 |
| Other retirement accounts, non-managed assets | $72,704,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $5,083,366,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $1,959,000 | 157 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,084,000 | 107 |
| Other fiduciary accounts, non-managed assets | $1,858,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,388,315,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $9,884,000 | 197 |
| 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 | $12,956,139,000 | 47 |
| Managed Assets ($) | $6,405,985,000 | 47 |
| Personal trust and agency accounts, managed assets | $698,035,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $86,870,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $467,046,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $290,581,000 | 59 |
| Corporate trust and agency accounts, managed assets | $61,925,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $4,436,884,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $313,136,000 | 56 |
| Other fiduciary accounts, managed assets | $51,508,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $211,863,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,550,154,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $39,118,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $569,850,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $256,795,000 | 42 |
| Other retirement accounts, non-managed assets | $74,852,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $5,603,078,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $2,587,000 | 145 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,116,000 | 111 |
| Other fiduciary accounts, non-managed assets | $1,758,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,321,115,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $10,073,000 | 198 |
| 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 | $11,831,464,000 | 50 |
| Managed Assets ($) | $6,441,264,000 | 47 |
| Personal trust and agency accounts, managed assets | $708,191,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $86,696,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $461,424,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $285,979,000 | 58 |
| Corporate trust and agency accounts, managed assets | $61,438,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $4,476,322,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $310,025,000 | 55 |
| Other fiduciary accounts, managed assets | $51,189,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $208,491,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $755,914,000 | 19 |
| Non-managed Assets ($) | $5,390,200,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $39,069,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $563,474,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $250,217,000 | 43 |
| Other retirement accounts, non-managed assets | $62,658,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $4,467,318,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $1,991,000 | 229 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,087,000 | 128 |
| Other fiduciary accounts, non-managed assets | $3,386,000 | 72 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,441,638,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $10,402,000 | 289 |
| 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 | $11,257,593,000 | 50 |
| Managed Assets ($) | $6,442,347,000 | 46 |
| Personal trust and agency accounts, managed assets | $714,586,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $87,836,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $500,314,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $281,307,000 | 60 |
| Corporate trust and agency accounts, managed assets | $68,048,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $4,429,678,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $310,060,000 | 53 |
| Other fiduciary accounts, managed assets | $50,518,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $204,634,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,815,246,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $38,384,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $565,569,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $205,979,000 | 47 |
| Other retirement accounts, non-managed assets | $62,978,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $3,935,956,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $2,026,000 | 148 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,996,000 | 110 |
| Other fiduciary accounts, non-managed assets | $2,358,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,618,254,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $10,675,000 | 194 |
| 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 | $11,232,362,000 | 50 |
| Managed Assets ($) | $6,580,506,000 | 46 |
| Personal trust and agency accounts, managed assets | $729,672,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $89,168,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $516,170,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $366,208,000 | 48 |
| Corporate trust and agency accounts, managed assets | $59,148,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $4,458,433,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $311,267,000 | 51 |
| Other fiduciary accounts, managed assets | $50,440,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $207,742,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,651,856,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $37,467,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $578,069,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $118,953,000 | 59 |
| Other retirement accounts, non-managed assets | $78,119,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $3,833,939,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $2,087,000 | 147 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,022,000 | 107 |
| Other fiduciary accounts, non-managed assets | $1,200,000 | 72 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,611,692,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $10,947,000 | 194 |
| 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 | $10,987,514,000 | 51 |
| Managed Assets ($) | $6,280,762,000 | 47 |
| Personal trust and agency accounts, managed assets | $739,619,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $88,409,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $536,019,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $278,007,000 | 55 |
| Corporate trust and agency accounts, managed assets | $100,548,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $4,189,480,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $298,211,000 | 51 |
| Other fiduciary accounts, managed assets | $50,469,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $253,938,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,706,752,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $36,177,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $558,056,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $91,955,000 | 64 |
| Other retirement accounts, non-managed assets | $79,244,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $3,935,471,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $2,453,000 | 140 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,056,000 | 106 |
| Other fiduciary accounts, non-managed assets | $1,340,000 | 71 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,419,494,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $10,841,000 | 196 |
| 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 | $5,679,582,000 | 66 |
| Managed Assets ($) | $3,445,426,000 | 60 |
| Personal trust and agency accounts, managed assets | $424,880,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $56,946,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $166,076,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $148,902,000 | 86 |
| Corporate trust and agency accounts, managed assets | $9,127,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $2,562,194,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $77,301,000 | 103 |
| 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 | $144,231,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $450,387,000 | 27 |
| Non-managed Assets ($) | $2,234,156,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $466,000 | 613 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $451,347,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $148,000 | 179 |
| Other retirement accounts, non-managed assets | $6,144,000 | 333 |
| Corporate trust and agency accounts, non-managed assets | $1,776,029,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $22,000 | 374 |
| 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 | $447,512,000 | 117 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,202,000 | 399 |
| 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 | $5,461,946,000 | 68 |
| Managed Assets ($) | $3,175,901,000 | 62 |
| Personal trust and agency accounts, managed assets | $413,502,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $54,929,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $156,656,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $139,302,000 | 86 |
| Corporate trust and agency accounts, managed assets | $9,670,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $2,327,271,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $74,571,000 | 100 |
| 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 | $135,832,000 | 79 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,286,045,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $449,000 | 292 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $425,477,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $137,000 | 135 |
| Other retirement accounts, non-managed assets | $4,445,000 | 229 |
| Corporate trust and agency accounts, non-managed assets | $1,855,486,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $51,000 | 189 |
| 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 | $468,569,000 | 112 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,081,000 | 247 |
| 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 | $5,494,984,000 | 68 |
| Managed Assets ($) | $3,027,945,000 | 62 |
| Personal trust and agency accounts, managed assets | $413,740,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,414,000 | 116 |
| Employee benefit-defined benefit accounts, managed assets | $145,132,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $133,874,000 | 86 |
| Corporate trust and agency accounts, managed assets | $33,833,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $2,185,945,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $72,007,000 | 101 |
| 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 | $130,506,000 | 78 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,467,039,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $454,000 | 295 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $386,308,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $156,000 | 136 |
| Other retirement accounts, non-managed assets | $6,078,000 | 207 |
| Corporate trust and agency accounts, non-managed assets | $2,074,043,000 | 25 |
| 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 | $462,817,000 | 109 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,049,000 | 241 |
| 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 | $5,347,145,000 | 67 |
| Managed Assets ($) | $3,028,584,000 | 61 |
| Personal trust and agency accounts, managed assets | $432,037,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,599,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $146,093,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $134,147,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $2,201,229,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $71,479,000 | 100 |
| 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 | $130,049,000 | 77 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,318,561,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $2,827,000 | 255 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $393,479,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $152,000 | 139 |
| Other retirement accounts, non-managed assets | $6,202,000 | 207 |
| Corporate trust and agency accounts, non-managed assets | $1,915,901,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $455,339,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,126,000 | 239 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,230,646,000 | 67 |
| Managed Assets ($) | $2,909,357,000 | 61 |
| Personal trust and agency accounts, managed assets | $419,804,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,044,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $139,953,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $84,257,000 | 124 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $2,155,028,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $66,271,000 | 104 |
| 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 | $76,465,000 | 121 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $380,663,000 | 29 |
| Non-managed Assets ($) | $2,321,289,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $5,945,000 | 326 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $232,880,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $141,000 | 187 |
| Other retirement accounts, non-managed assets | $6,221,000 | 321 |
| Corporate trust and agency accounts, non-managed assets | $2,076,102,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $441,216,000 | 117 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,324,000 | 385 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,972,233,000 | 67 |
| Managed Assets ($) | $2,896,890,000 | 61 |
| Personal trust and agency accounts, managed assets | $420,663,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,081,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $135,175,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $83,636,000 | 124 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $2,141,530,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $65,805,000 | 101 |
| 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 | $74,876,000 | 120 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,075,343,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $4,193,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $225,424,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $141,000 | 139 |
| Other retirement accounts, non-managed assets | $4,737,000 | 217 |
| Corporate trust and agency accounts, non-managed assets | $1,840,604,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $244,000 | 137 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $436,874,000 | 109 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,681,000 | 224 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,844,513,000 | 68 |
| Managed Assets ($) | $2,698,013,000 | 63 |
| Personal trust and agency accounts, managed assets | $425,314,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $48,584,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $128,358,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $81,474,000 | 122 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $1,950,909,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $63,374,000 | 100 |
| 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 | $72,498,000 | 121 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,146,500,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $2,300,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $214,460,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $124,000 | 136 |
| Other retirement accounts, non-managed assets | $4,696,000 | 217 |
| Corporate trust and agency accounts, non-managed assets | $1,902,094,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,826,000 | 46 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $411,750,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,501,000 | 204 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,956,037,000 | 67 |
| Managed Assets ($) | $2,811,430,000 | 60 |
| Personal trust and agency accounts, managed assets | $455,077,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $49,527,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $131,131,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $81,411,000 | 120 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $2,029,468,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $64,816,000 | 97 |
| 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 | $71,763,000 | 120 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,144,607,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $3,355,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $210,069,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $109,000 | 139 |
| Other retirement accounts, non-managed assets | $5,068,000 | 213 |
| Corporate trust and agency accounts, non-managed assets | $1,900,380,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,626,000 | 41 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $396,191,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,850,000 | 208 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,670,367,000 | 67 |
| Managed Assets ($) | $2,378,973,000 | 66 |
| Personal trust and agency accounts, managed assets | $348,535,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,447,000 | 119 |
| Employee benefit-defined benefit accounts, managed assets | $112,082,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $59,351,000 | 151 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $1,779,304,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $38,254,000 | 126 |
| 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 | $56,939,000 | 137 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $297,133,000 | 33 |
| Non-managed Assets ($) | $2,291,394,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $2,000 | 833 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $203,174,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $128,000 | 186 |
| Other retirement accounts, non-managed assets | $3,998,000 | 394 |
| Corporate trust and agency accounts, non-managed assets | $2,084,092,000 | 23 |
| 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 | $322,801,000 | 139 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,734,000 | 344 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,505,356,000 | 70 |
| Managed Assets ($) | $2,211,910,000 | 70 |
| Personal trust and agency accounts, managed assets | $325,122,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,144,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $77,953,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $53,668,000 | 161 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,679,237,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $35,786,000 | 124 |
| 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 | $51,438,000 | 144 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,293,446,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 319 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $190,727,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $147,000 | 144 |
| Other retirement accounts, non-managed assets | $3,784,000 | 229 |
| Corporate trust and agency accounts, non-managed assets | $2,098,787,000 | 23 |
| 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 | $268,709,000 | 138 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,706,000 | 205 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,482,873,000 | 72 |
| Managed Assets ($) | $2,319,327,000 | 73 |
| Personal trust and agency accounts, managed assets | $365,487,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $64,450,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $85,901,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $121,831,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $1,640,660,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $40,998,000 | 114 |
| 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 | $119,638,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,163,546,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 324 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $215,492,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $170,000 | 144 |
| Other retirement accounts, non-managed assets | $4,327,000 | 230 |
| Corporate trust and agency accounts, non-managed assets | $1,943,556,000 | 25 |
| 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 | $224,080,000 | 151 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,822,000 | 196 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,505,872,000 | 72 |
| Managed Assets ($) | $2,351,074,000 | 72 |
| Personal trust and agency accounts, managed assets | $413,372,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $63,667,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $84,064,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $118,851,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $1,671,120,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| 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 | $116,716,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,154,798,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $204,804,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $188,000 | 148 |
| Other retirement accounts, non-managed assets | $4,336,000 | 227 |
| Corporate trust and agency accounts, non-managed assets | $1,945,469,000 | 24 |
| 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 | $168,154,000 | 167 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,771,000 | 200 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,572,257,000 | 71 |
| Managed Assets ($) | $2,277,839,000 | 72 |
| Personal trust and agency accounts, managed assets | $417,224,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $63,229,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $78,558,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $112,734,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $1,606,094,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
| 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 | $110,678,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $2,294,418,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $3,000 | 871 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $196,904,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $201,000 | 203 |
| Other retirement accounts, non-managed assets | $4,231,000 | 391 |
| Corporate trust and agency accounts, non-managed assets | $2,093,079,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $114,178,000 | 213 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,520,000 | 347 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,303,262,000 | 72 |
| Managed Assets ($) | $2,101,442,000 | 74 |
| Personal trust and agency accounts, managed assets | $386,661,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,962,000 | 102 |
| Employee benefit-defined benefit accounts, managed assets | $71,649,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $103,266,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $1,480,904,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| 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 | $101,273,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,201,820,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $1,000 | 323 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $188,868,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $218,000 | 146 |
| Other retirement accounts, non-managed assets | $527,000 | 286 |
| Corporate trust and agency accounts, non-managed assets | $2,012,206,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $75,376,000 | 217 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,005,000 | 190 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,316,652,000 | 69 |
| Managed Assets ($) | $2,022,809,000 | 73 |
| Personal trust and agency accounts, managed assets | $397,927,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $56,943,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $65,909,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $96,465,000 | 82 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $1,405,565,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| 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 | $96,465,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,293,843,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $128,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $171,723,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $246,000 | 151 |
| Other retirement accounts, non-managed assets | $573,000 | 284 |
| Corporate trust and agency accounts, non-managed assets | $2,121,173,000 | 26 |
| 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 | $76,818,000 | 207 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,858,000 | 190 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,511,998,000 | 69 |
| Managed Assets ($) | $2,174,423,000 | 72 |
| Personal trust and agency accounts, managed assets | $455,623,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $61,241,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $68,578,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $107,821,000 | 80 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $1,481,160,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 259 |
| 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 | $107,821,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,337,575,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $1,386,000 | 276 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $185,006,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $254,000 | 147 |
| Other retirement accounts, non-managed assets | $707,000 | 283 |
| Corporate trust and agency accounts, non-managed assets | $2,150,222,000 | 26 |
| 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 | $88,589,000 | 205 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,834,000 | 183 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,380,121,000 | 71 |
| Managed Assets ($) | $2,149,823,000 | 71 |
| Personal trust and agency accounts, managed assets | $458,393,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,969,000 | 144 |
| Employee benefit-defined benefit accounts, managed assets | $67,088,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $33,118,000 | 208 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $1,557,255,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 453 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $33,118,000 | 174 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $2,230,298,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $5,914,000 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $173,739,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,000 | 221 |
| Other retirement accounts, non-managed assets | $0 | 806 |
| Corporate trust and agency accounts, non-managed assets | $2,050,638,000 | 26 |
| 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 | $91,088,000 | 229 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,350,000 | 329 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,360,749,000 | 73 |
| Managed Assets ($) | $2,127,295,000 | 73 |
| Personal trust and agency accounts, managed assets | $423,994,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,925,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $62,611,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $33,826,000 | 189 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $1,571,939,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,233,454,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $2,578,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $163,207,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,000 | 153 |
| Other retirement accounts, non-managed assets | $0 | 306 |
| Corporate trust and agency accounts, non-managed assets | $2,067,658,000 | 27 |
| 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 | $97,789,000 | 197 |
| 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 | $4,111,280,000 | 75 |
| Managed Assets ($) | $1,843,903,000 | 78 |
| Personal trust and agency accounts, managed assets | $238,444,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,412,000 | 130 |
| Employee benefit-defined benefit accounts, managed assets | $56,884,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $31,699,000 | 193 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $1,482,464,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,267,377,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $60,698,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $146,711,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,000 | 150 |
| Other retirement accounts, non-managed assets | $0 | 311 |
| Corporate trust and agency accounts, non-managed assets | $2,059,949,000 | 26 |
| 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 | $175,356,000 | 168 |
| 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 | $4,083,948,000 | 73 |
| Managed Assets ($) | $1,775,815,000 | 77 |
| Personal trust and agency accounts, managed assets | $228,480,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,794,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $51,954,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $29,513,000 | 191 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $1,429,074,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,308,133,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $56,842,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $130,118,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,000 | 150 |
| Other retirement accounts, non-managed assets | $0 | 312 |
| Corporate trust and agency accounts, non-managed assets | $2,121,151,000 | 26 |
| 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 | $169,831,000 | 171 |
| 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 | $4,170,116,000 | 74 |
| Managed Assets ($) | $1,836,937,000 | 81 |
| Personal trust and agency accounts, managed assets | $262,404,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,550,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $55,727,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $30,531,000 | 195 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $1,450,725,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,333,179,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $80,580,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $140,180,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,000 | 226 |
| Other retirement accounts, non-managed assets | $0 | 811 |
| Corporate trust and agency accounts, non-managed assets | $2,112,390,000 | 28 |
| 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 | $122,817,000 | 212 |
| 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 | $4,339,578,000 | 77 |
| Managed Assets ($) | $1,977,014,000 | 80 |
| Personal trust and agency accounts, managed assets | $285,716,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,085,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $59,668,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $32,666,000 | 192 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $1,558,879,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,362,564,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $89,614,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $153,250,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,000 | 157 |
| Other retirement accounts, non-managed assets | $0 | 330 |
| Corporate trust and agency accounts, non-managed assets | $2,119,669,000 | 29 |
| 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 | $134,745,000 | 201 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | 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 | $4,571,175,000 | 81 |
| Managed Assets ($) | $1,981,080,000 | 86 |
| Personal trust and agency accounts, managed assets | $264,387,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,010,000 | 130 |
| Employee benefit-defined benefit accounts, managed assets | $64,288,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $33,938,000 | 197 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $1,575,457,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,590,095,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $70,238,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $158,701,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,000 | 160 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $2,361,132,000 | 27 |
| 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 | $137,686,000 | 201 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | 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 | $4,633,245,000 | 80 |
| Managed Assets ($) | $1,926,164,000 | 89 |
| Personal trust and agency accounts, managed assets | $276,389,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,930,000 | 130 |
| Employee benefit-defined benefit accounts, managed assets | $63,729,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $33,051,000 | 198 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $1,509,065,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,707,081,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $74,634,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $157,534,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,000 | 168 |
| Other retirement accounts, non-managed assets | $0 | 341 |
| Corporate trust and agency accounts, non-managed assets | $2,474,888,000 | 27 |
| 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 | $141,399,000 | 200 |
| 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 | $4,716,267,000 | 78 |
| Managed Assets ($) | $1,997,059,000 | 87 |
| Personal trust and agency accounts, managed assets | $273,198,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,706,000 | 144 |
| Employee benefit-defined benefit accounts, managed assets | $67,712,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $33,945,000 | 206 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $1,579,498,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,719,208,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $69,004,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $163,137,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,000 | 237 |
| Other retirement accounts, non-managed assets | $0 | 860 |
| Corporate trust and agency accounts, non-managed assets | $2,487,045,000 | 25 |
| 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 | $142,600,000 | 218 |
| 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 | $4,512,647,000 | 80 |
| Managed Assets ($) | $1,926,916,000 | 89 |
| Personal trust and agency accounts, managed assets | $275,020,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,442,000 | 141 |
| Employee benefit-defined benefit accounts, managed assets | $65,488,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $34,168,000 | 198 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $1,510,798,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,585,731,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $73,032,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $161,951,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,000 | 166 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| Corporate trust and agency accounts, non-managed assets | $2,350,725,000 | 24 |
| 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 | $135,477,000 | 212 |
| 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 | $4,462,585,000 | 83 |
| Managed Assets ($) | $1,930,798,000 | 90 |
| Personal trust and agency accounts, managed assets | $270,272,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,635,000 | 143 |
| Employee benefit-defined benefit accounts, managed assets | $64,305,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $32,506,000 | 200 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $1,522,080,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,531,787,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $68,933,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $157,108,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,000 | 169 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $2,305,725,000 | 26 |
| 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 | $131,302,000 | 220 |
| 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 | $4,257,194,000 | 83 |
| Managed Assets ($) | $1,935,025,000 | 88 |
| Personal trust and agency accounts, managed assets | $300,081,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,224,000 | 145 |
| Employee benefit-defined benefit accounts, managed assets | $61,900,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $32,775,000 | 190 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $1,500,045,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,322,169,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $77,005,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $150,951,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,000 | 168 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $2,094,189,000 | 26 |
| 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 | $144,542,000 | 209 |
| 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 | $4,105,818,000 | 82 |
| Managed Assets ($) | $1,810,823,000 | 86 |
| Personal trust and agency accounts, managed assets | $338,103,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,617,000 | 161 |
| Employee benefit-defined benefit accounts, managed assets | $59,648,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $32,032,000 | 192 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $1,342,423,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,294,995,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $91,264,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $148,162,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,000 | 246 |
| Other retirement accounts, non-managed assets | $0 | 853 |
| Corporate trust and agency accounts, non-managed assets | $2,055,544,000 | 27 |
| 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 | $145,496,000 | 225 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,693,953,000 | 91 |
| Managed Assets ($) | $1,716,505,000 | 93 |
| Personal trust and agency accounts, managed assets | $335,897,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,661,000 | 140 |
| Employee benefit-defined benefit accounts, managed assets | $56,856,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $29,889,000 | 193 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $1,254,202,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,977,448,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $92,445,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $136,196,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,000 | 171 |
| Other retirement accounts, non-managed assets | $0 | 326 |
| Corporate trust and agency accounts, non-managed assets | $1,748,779,000 | 34 |
| 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 | $142,699,000 | 207 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,511,215,000 | 97 |
| Managed Assets ($) | $1,665,560,000 | 100 |
| Personal trust and agency accounts, managed assets | $344,047,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,011,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $55,705,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $28,990,000 | 198 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $1,183,807,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,845,655,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $96,361,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $124,677,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,000 | 181 |
| Other retirement accounts, non-managed assets | $0 | 330 |
| Corporate trust and agency accounts, non-managed assets | $1,624,588,000 | 36 |
| 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 | $138,635,000 | 214 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,338,361,000 | 99 |
| Managed Assets ($) | $1,623,616,000 | 102 |
| Personal trust and agency accounts, managed assets | $319,139,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $56,073,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $55,640,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $26,829,000 | 203 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $1,165,935,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,714,745,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $80,400,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $116,370,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,000 | 179 |
| Other retirement accounts, non-managed assets | $0 | 333 |
| Corporate trust and agency accounts, non-managed assets | $1,517,949,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $150,610,000 | 210 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,269,080,000 | 97 |
| Managed Assets ($) | $1,523,287,000 | 101 |
| Personal trust and agency accounts, managed assets | $288,099,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,759,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $54,606,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $25,472,000 | 217 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $1,101,351,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,745,793,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $65,870,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $104,570,000 | 122 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,000 | 272 |
| Other retirement accounts, non-managed assets | $0 | 867 |
| Corporate trust and agency accounts, non-managed assets | $1,575,333,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $117,798,000 | 251 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,049,663,000 | 101 |
| Managed Assets ($) | $1,459,503,000 | 103 |
| Personal trust and agency accounts, managed assets | $278,057,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,390,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $53,170,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $25,483,000 | 203 |
| Corporate trust and agency accounts, managed assets | $89,946,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $959,457,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,590,160,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $59,771,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $98,069,000 | 119 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,000 | 183 |
| Other retirement accounts, non-managed assets | $0 | 324 |
| Corporate trust and agency accounts, non-managed assets | $1,432,303,000 | 38 |
| 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 | $1,701,307,000 | 85 |
| 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 | $2,962,834,000 | 99 |
| Managed Assets ($) | $1,419,879,000 | 101 |
| Personal trust and agency accounts, managed assets | $278,730,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $54,096,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $51,693,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $24,770,000 | 203 |
| Corporate trust and agency accounts, managed assets | $91,707,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $918,883,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,542,955,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $60,043,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $84,665,000 | 121 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,000 | 176 |
| Other retirement accounts, non-managed assets | $0 | 334 |
| Corporate trust and agency accounts, non-managed assets | $1,398,230,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $117,585,000 | 227 |
| 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 | $2,853,823,000 | 108 |
| Managed Assets ($) | $1,340,455,000 | 109 |
| Personal trust and agency accounts, managed assets | $272,717,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,536,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $48,026,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $21,599,000 | 217 |
| Corporate trust and agency accounts, managed assets | $74,845,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $871,732,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,513,368,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $56,844,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $85,689,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,000 | 180 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $1,370,797,000 | 36 |
| 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 | $123,333,000 | 220 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,777,141,000 | 112 |
| Managed Assets ($) | $1,222,178,000 | 113 |
| Personal trust and agency accounts, managed assets | $273,082,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,421,000 | 139 |
| Employee benefit-defined benefit accounts, managed assets | $48,540,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $22,449,000 | 226 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $825,686,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,554,963,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $58,213,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $85,867,000 | 122 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,000 | 278 |
| Other retirement accounts, non-managed assets | $0 | 862 |
| Corporate trust and agency accounts, non-managed assets | $1,410,842,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $129,986,000 | 236 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,620,388,000 | 114 |
| Managed Assets ($) | $1,090,229,000 | 117 |
| Personal trust and agency accounts, managed assets | $252,614,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $49,778,000 | 133 |
| Employee benefit-defined benefit accounts, managed assets | $44,700,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $21,837,000 | 213 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $721,300,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,530,159,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $55,315,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $80,584,000 | 124 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,000 | 183 |
| Other retirement accounts, non-managed assets | $0 | 327 |
| Corporate trust and agency accounts, non-managed assets | $1,394,218,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $118,242,000 | 225 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,601,994,000 | 116 |
| Managed Assets ($) | $1,089,705,000 | 116 |
| Personal trust and agency accounts, managed assets | $245,327,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $61,753,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $44,167,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $21,680,000 | 211 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $716,778,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,512,289,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $50,628,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $66,140,000 | 133 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,000 | 189 |
| Other retirement accounts, non-managed assets | $0 | 338 |
| Corporate trust and agency accounts, non-managed assets | $1,395,483,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $115,553,000 | 229 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,485,251,000 | 116 |
| Managed Assets ($) | $911,879,000 | 130 |
| Personal trust and agency accounts, managed assets | $250,976,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,334,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $44,435,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $20,564,000 | 213 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $533,570,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,573,372,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $54,021,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $66,811,000 | 135 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,000 | 191 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $1,452,498,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $100,139,000 | 239 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,356,545,000 | 122 |
| Managed Assets ($) | $903,517,000 | 135 |
| Personal trust and agency accounts, managed assets | $280,981,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $59,770,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $43,260,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $18,728,000 | 240 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $500,778,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,453,028,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $1,934,000 | 527 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $61,841,000 | 151 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,000 | 292 |
| Other retirement accounts, non-managed assets | $0 | 879 |
| Corporate trust and agency accounts, non-managed assets | $1,389,213,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $95,859,000 | 283 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,327,563,000 | 123 |
| Managed Assets ($) | $857,880,000 | 142 |
| Personal trust and agency accounts, managed assets | $263,029,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,838,000 | 135 |
| Employee benefit-defined benefit accounts, managed assets | $39,724,000 | 114 |
| Other employee benefit and retirement-related accounts, managed assets | $17,771,000 | 225 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $481,518,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,469,683,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $1,750,000 | 301 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $56,153,000 | 154 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,000 | 207 |
| Other retirement accounts, non-managed assets | $0 | 350 |
| Corporate trust and agency accounts, non-managed assets | $1,411,739,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $89,611,000 | 261 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,279,468,000 | 126 |
| Managed Assets ($) | $792,963,000 | 147 |
| Personal trust and agency accounts, managed assets | $250,311,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $54,676,000 | 135 |
| Employee benefit-defined benefit accounts, managed assets | $39,115,000 | 114 |
| Other employee benefit and retirement-related accounts, managed assets | $15,580,000 | 232 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $433,281,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,486,505,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $3,480,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $54,893,000 | 154 |
| Employee benefit-defined benefit accounts, non-managed Assets | $33,000 | 207 |
| Other retirement accounts, non-managed assets | $0 | 349 |
| Corporate trust and agency accounts, non-managed assets | $1,428,099,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $83,089,000 | 273 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,309,938,000 | 124 |
| Managed Assets ($) | $790,408,000 | 150 |
| Personal trust and agency accounts, managed assets | $225,982,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,079,000 | 139 |
| Employee benefit-defined benefit accounts, managed assets | $35,980,000 | 117 |
| Other employee benefit and retirement-related accounts, managed assets | $14,248,000 | 239 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $463,119,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,519,530,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $3,376,000 | 301 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,237,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,000 | 208 |
| Other retirement accounts, non-managed assets | $0 | 354 |
| Corporate trust and agency accounts, non-managed assets | $1,465,886,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $79,819,000 | 277 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,229,746,000 | 125 |
| Managed Assets ($) | $759,377,000 | 152 |
| Personal trust and agency accounts, managed assets | $234,738,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $48,487,000 | 154 |
| Employee benefit-defined benefit accounts, managed assets | $36,622,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $13,464,000 | 279 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $426,066,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,470,369,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $3,724,000 | 444 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,970,000 | 165 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,000 | 298 |
| Other retirement accounts, non-managed assets | $0 | 883 |
| Corporate trust and agency accounts, non-managed assets | $1,418,640,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $80,008,000 | 316 |
| 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 | $1,331,584,000 | 148 |
| Managed Assets ($) | $706,698,000 | 153 |
| Personal trust and agency accounts, managed assets | $192,340,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $81,431,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $1,765,000 | 330 |
| Other employee benefit and retirement-related accounts, managed assets | $10,672,000 | 300 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $420,490,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $624,886,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $3,320,000 | 458 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $42,169,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $0 | 833 |
| Corporate trust and agency accounts, non-managed assets | $579,397,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $72,609,000 | 304 |
| 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 |