Home > Intrust Bank > Total Fiduciary and Related Assets
Intrust Bank, Total Fiduciary and Related Assets
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,097,890,000 | 98 |
| Managed Assets ($) | $3,971,278,000 | 96 |
| Personal trust and agency accounts, managed assets | $665,408,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,042,748,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $589,000 | 246 |
| Other employee benefit and retirement-related accounts, managed assets | $497,819,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $1,657,555,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | $107,159,000 | 144 |
| Other fiduciary accounts, managed assets | $0 | 237 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $497,819,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Non-managed Assets ($) | $3,126,612,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $4,755,000 | 360 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,911,954,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $188,249,000 | 41 |
| Other retirement accounts, non-managed assets | $21,584,000 | 152 |
| Corporate trust and agency accounts, non-managed assets | $0 | 219 |
| Investment management and advisory agency accounts, non-managed assets | $70,000 | 307 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 200 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $191,121,000 | 200 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,584,000 | 179 |
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,111,726,000 | 99 |
| Managed Assets ($) | $4,018,054,000 | 96 |
| Personal trust and agency accounts, managed assets | $670,422,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,094,145,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $616,000 | 201 |
| Other employee benefit and retirement-related accounts, managed assets | $500,003,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,646,298,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $106,570,000 | 139 |
| 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 | $500,003,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,093,672,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $4,710,000 | 251 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,873,574,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $194,082,000 | 44 |
| Other retirement accounts, non-managed assets | $21,121,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $0 | 111 |
| Investment management and advisory agency accounts, non-managed assets | $185,000 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $190,592,000 | 193 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,121,000 | 139 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,718,046,000 | 100 |
| Managed Assets ($) | $3,809,727,000 | 96 |
| Personal trust and agency accounts, managed assets | $639,699,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,036,212,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $1,241,000 | 203 |
| Other employee benefit and retirement-related accounts, managed assets | $468,937,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $1,568,359,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | $95,279,000 | 151 |
| Other fiduciary accounts, managed assets | $0 | 154 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $468,937,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,908,319,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $4,630,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,700,009,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $183,253,000 | 43 |
| Other retirement accounts, non-managed assets | $20,160,000 | 138 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $267,000 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 169 |
| Other fiduciary accounts, non-managed assets | $0 | 123 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $183,795,000 | 198 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,160,000 | 157 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,723,611,000 | 100 |
| Managed Assets ($) | $3,809,686,000 | 98 |
| Personal trust and agency accounts, managed assets | $661,746,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,029,049,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $1,185,000 | 190 |
| Other employee benefit and retirement-related accounts, managed assets | $464,846,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $1,557,360,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $95,500,000 | 143 |
| 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 | $464,846,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,913,925,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $4,530,000 | 256 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,702,573,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $185,903,000 | 44 |
| Other retirement accounts, non-managed assets | $20,591,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $0 | 111 |
| Investment management and advisory agency accounts, non-managed assets | $328,000 | 183 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 195 |
| Other fiduciary accounts, non-managed assets | $0 | 92 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $202,604,000 | 182 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,591,000 | 137 |
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,524,408,000 | 98 |
| Managed Assets ($) | $3,665,463,000 | 94 |
| Personal trust and agency accounts, managed assets | $636,795,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $968,152,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $1,190,000 | 236 |
| Other employee benefit and retirement-related accounts, managed assets | $449,452,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $1,519,527,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $90,347,000 | 143 |
| 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 | $449,452,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $2,858,945,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $4,372,000 | 367 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,652,969,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $180,801,000 | 42 |
| Other retirement accounts, non-managed assets | $20,398,000 | 163 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $405,000 | 276 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 245 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $190,026,000 | 200 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,398,000 | 181 |
| 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 | $6,079,726,000 | 101 |
| Managed Assets ($) | $3,423,628,000 | 97 |
| Personal trust and agency accounts, managed assets | $612,922,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $898,233,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $1,291,000 | 180 |
| Other employee benefit and retirement-related accounts, managed assets | $410,337,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,397,189,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $103,656,000 | 127 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $410,337,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,656,098,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $4,102,000 | 250 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,463,410,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $168,535,000 | 43 |
| Other retirement accounts, non-managed assets | $19,474,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $577,000 | 176 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 192 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $184,544,000 | 183 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,747,000 | 133 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,146,698,000 | 98 |
| Managed Assets ($) | $3,502,277,000 | 92 |
| Personal trust and agency accounts, managed assets | $627,568,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $925,516,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $1,100,000 | 207 |
| Other employee benefit and retirement-related accounts, managed assets | $412,658,000 | 69 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $1,426,485,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $108,950,000 | 126 |
| Other fiduciary accounts, managed assets | $0 | 152 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $412,658,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,644,421,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $4,149,000 | 285 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,446,199,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $173,996,000 | 44 |
| Other retirement accounts, non-managed assets | $19,403,000 | 138 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $674,000 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $182,171,000 | 187 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,403,000 | 155 |
| 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 | $5,841,438,000 | 107 |
| Managed Assets ($) | $3,394,694,000 | 100 |
| Personal trust and agency accounts, managed assets | $631,541,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $891,606,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $1,823,000 | 156 |
| Other employee benefit and retirement-related accounts, managed assets | $389,215,000 | 75 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $1,373,202,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | $107,307,000 | 127 |
| Other fiduciary accounts, managed assets | $0 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $389,215,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,446,744,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $4,008,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,250,326,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $172,865,000 | 44 |
| Other retirement accounts, non-managed assets | $18,852,000 | 126 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $693,000 | 181 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $188,261,000 | 186 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,852,000 | 142 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,581,600,000 | 107 |
| Managed Assets ($) | $3,246,441,000 | 104 |
| Personal trust and agency accounts, managed assets | $613,635,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $848,688,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $1,606,000 | 210 |
| Other employee benefit and retirement-related accounts, managed assets | $372,818,000 | 78 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $1,313,070,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | $96,624,000 | 138 |
| Other fiduciary accounts, managed assets | $0 | 208 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $372,818,000 | 70 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $2,335,159,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $3,872,000 | 371 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,759,359,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $170,734,000 | 47 |
| Other retirement accounts, non-managed assets | $18,739,000 | 159 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $382,455,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 205 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $174,432,000 | 208 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,739,000 | 195 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,272,009,000 | 109 |
| Managed Assets ($) | $3,363,285,000 | 100 |
| Personal trust and agency accounts, managed assets | $584,377,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,090,898,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $1,258,000 | 168 |
| Other employee benefit and retirement-related accounts, managed assets | $347,867,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,249,530,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $89,355,000 | 141 |
| Other fiduciary accounts, managed assets | $0 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $347,867,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,908,724,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $3,791,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,716,670,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $169,062,000 | 49 |
| Other retirement accounts, non-managed assets | $18,396,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $805,000 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $167,071,000 | 188 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,396,000 | 144 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,692,980,000 | 83 |
| Managed Assets ($) | $3,152,886,000 | 88 |
| Personal trust and agency accounts, managed assets | $613,977,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $816,814,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $1,005,000 | 175 |
| Other employee benefit and retirement-related accounts, managed assets | $367,414,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,252,851,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $100,825,000 | 117 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $367,414,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,540,094,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $3,980,000 | 255 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,689,750,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $182,706,000 | 45 |
| Other retirement accounts, non-managed assets | $18,598,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $645,060,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $147,309,000 | 188 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,598,000 | 150 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,391,159,000 | 83 |
| Managed Assets ($) | $3,428,120,000 | 87 |
| Personal trust and agency accounts, managed assets | $643,326,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $863,027,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $1,820,000 | 161 |
| Other employee benefit and retirement-related accounts, managed assets | $404,560,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $1,399,320,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $116,067,000 | 115 |
| Other fiduciary accounts, managed assets | $0 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $404,560,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,963,039,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $4,623,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,996,030,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $201,903,000 | 46 |
| Other retirement accounts, non-managed assets | $19,631,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $740,852,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 136 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $151,211,000 | 173 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,631,000 | 140 |
| 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 | $6,757,537,000 | 79 |
| Managed Assets ($) | $3,630,300,000 | 87 |
| Personal trust and agency accounts, managed assets | $666,873,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $937,703,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $1,688,000 | 208 |
| Other employee benefit and retirement-related accounts, managed assets | $422,803,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $1,480,443,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $120,790,000 | 116 |
| Other fiduciary accounts, managed assets | $0 | 216 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $422,803,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $3,127,237,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $5,133,000 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,098,234,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $216,444,000 | 45 |
| Other retirement accounts, non-managed assets | $20,272,000 | 158 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $787,154,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $166,062,000 | 199 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,272,000 | 194 |
| 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 | $6,444,203,000 | 80 |
| Managed Assets ($) | $3,456,811,000 | 89 |
| Personal trust and agency accounts, managed assets | $645,278,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $917,642,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $1,583,000 | 160 |
| Other employee benefit and retirement-related accounts, managed assets | $407,376,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $1,354,765,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $130,167,000 | 106 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $407,376,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,987,392,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $4,773,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,988,676,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $212,957,000 | 47 |
| Other retirement accounts, non-managed assets | $19,910,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $761,076,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $170,290,000 | 167 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,910,000 | 142 |
| 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 | $6,333,816,000 | 80 |
| Managed Assets ($) | $3,395,078,000 | 90 |
| Personal trust and agency accounts, managed assets | $615,344,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $932,399,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $1,653,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $404,374,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,315,262,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $126,046,000 | 110 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $404,374,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,938,738,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $4,721,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,939,563,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $215,886,000 | 47 |
| Other retirement accounts, non-managed assets | $29,533,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $749,035,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $170,024,000 | 180 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,533,000 | 128 |
| 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 | $6,071,715,000 | 81 |
| Managed Assets ($) | $3,314,960,000 | 88 |
| Personal trust and agency accounts, managed assets | $609,163,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $922,670,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $28,995,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $383,064,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $1,260,523,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $110,545,000 | 116 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $383,064,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,756,755,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $4,393,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,848,431,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $178,193,000 | 49 |
| Other retirement accounts, non-managed assets | $18,420,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $707,318,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $186,834,000 | 163 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,420,000 | 145 |
| 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 | $5,862,337,000 | 83 |
| Managed Assets ($) | $2,988,914,000 | 91 |
| Personal trust and agency accounts, managed assets | $590,789,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $718,757,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $1,175,000 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $367,850,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $1,202,024,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $108,319,000 | 114 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $367,850,000 | 70 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $2,873,423,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $4,346,000 | 345 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,963,882,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $201,226,000 | 48 |
| Other retirement accounts, non-managed assets | $22,506,000 | 140 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $681,463,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $179,800,000 | 186 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,506,000 | 175 |
| 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 | $5,366,945,000 | 83 |
| Managed Assets ($) | $2,757,010,000 | 89 |
| Personal trust and agency accounts, managed assets | $556,837,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $652,807,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $1,318,000 | 165 |
| Other employee benefit and retirement-related accounts, managed assets | $338,069,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,110,169,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $97,810,000 | 113 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $338,069,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,609,935,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $4,038,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,782,366,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $184,102,000 | 49 |
| Other retirement accounts, non-managed assets | $20,784,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $618,645,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $120,498,000 | 175 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,784,000 | 136 |
| 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 | $5,128,808,000 | 83 |
| Managed Assets ($) | $2,666,954,000 | 90 |
| Personal trust and agency accounts, managed assets | $545,946,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $624,636,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $1,166,000 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $325,576,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $1,063,020,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $106,610,000 | 107 |
| 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 | $325,576,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,461,854,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $3,854,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,690,955,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $173,315,000 | 50 |
| Other retirement accounts, non-managed assets | $19,728,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $574,002,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $121,139,000 | 187 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,728,000 | 145 |
| 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 | $4,594,836,000 | 85 |
| Managed Assets ($) | $2,454,081,000 | 90 |
| Personal trust and agency accounts, managed assets | $537,936,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $540,438,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $1,097,000 | 168 |
| Other employee benefit and retirement-related accounts, managed assets | $294,227,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $979,343,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $101,040,000 | 101 |
| Other fiduciary accounts, managed assets | $0 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $294,227,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,140,755,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $3,379,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,485,350,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $165,140,000 | 50 |
| Other retirement accounts, non-managed assets | $19,124,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $467,762,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $125,426,000 | 174 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,124,000 | 135 |
| 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 | $5,331,195,000 | 80 |
| Managed Assets ($) | $2,820,739,000 | 91 |
| Personal trust and agency accounts, managed assets | $589,887,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $678,313,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $1,324,000 | 232 |
| Other employee benefit and retirement-related accounts, managed assets | $339,893,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $1,105,753,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $105,569,000 | 107 |
| Other fiduciary accounts, managed assets | $0 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $339,893,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $2,510,456,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $3,906,000 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,774,322,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $178,084,000 | 49 |
| Other retirement accounts, non-managed assets | $20,454,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $533,690,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $138,678,000 | 200 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,454,000 | 182 |
| 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 | $5,300,588,000 | 78 |
| Managed Assets ($) | $2,772,743,000 | 91 |
| Personal trust and agency accounts, managed assets | $581,357,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $685,486,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $2,242,000 | 166 |
| Other employee benefit and retirement-related accounts, managed assets | $340,943,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $1,060,473,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $102,242,000 | 105 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $340,943,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,527,845,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $3,729,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,838,741,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $158,276,000 | 51 |
| Other retirement accounts, non-managed assets | $20,080,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $507,019,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $314,626,000 | 138 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,080,000 | 137 |
| 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 | $5,204,243,000 | 79 |
| Managed Assets ($) | $2,775,916,000 | 87 |
| Personal trust and agency accounts, managed assets | $592,501,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $686,065,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $820,000 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $336,086,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,062,332,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $98,112,000 | 107 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $336,086,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,428,327,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $3,719,000 | 235 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,819,726,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $155,275,000 | 51 |
| Other retirement accounts, non-managed assets | $19,827,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $429,780,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $322,174,000 | 137 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,827,000 | 144 |
| 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 | $5,078,017,000 | 80 |
| Managed Assets ($) | $2,781,769,000 | 87 |
| Personal trust and agency accounts, managed assets | $585,821,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $710,024,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $2,044,000 | 173 |
| Other employee benefit and retirement-related accounts, managed assets | $331,925,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,054,524,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $97,431,000 | 103 |
| Other fiduciary accounts, managed assets | $0 | 130 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $331,925,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,296,248,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $3,640,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,770,653,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $153,131,000 | 51 |
| Other retirement accounts, non-managed assets | $19,773,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $349,051,000 | 24 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $278,107,000 | 144 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,773,000 | 136 |
| 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 | $4,752,119,000 | 80 |
| Managed Assets ($) | $2,604,327,000 | 85 |
| Personal trust and agency accounts, managed assets | $548,923,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $660,959,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $1,354,000 | 237 |
| Other employee benefit and retirement-related accounts, managed assets | $311,311,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $993,362,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $88,418,000 | 107 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $311,311,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $2,147,792,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $3,262,000 | 355 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,664,976,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $142,979,000 | 52 |
| Other retirement accounts, non-managed assets | $19,295,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $317,280,000 | 24 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $273,999,000 | 152 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,295,000 | 177 |
| 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 | $5,152,656,000 | 79 |
| Managed Assets ($) | $2,797,587,000 | 83 |
| Personal trust and agency accounts, managed assets | $566,680,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $726,530,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $1,533,000 | 179 |
| Other employee benefit and retirement-related accounts, managed assets | $336,356,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $1,077,043,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $89,445,000 | 110 |
| 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 | $336,356,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,355,069,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $3,642,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,826,796,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $148,883,000 | 54 |
| Other retirement accounts, non-managed assets | $18,370,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $357,378,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $317,605,000 | 133 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,370,000 | 151 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,962,527,000 | 82 |
| Managed Assets ($) | $2,692,727,000 | 86 |
| Personal trust and agency accounts, managed assets | $554,136,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $694,199,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $981,000 | 189 |
| Other employee benefit and retirement-related accounts, managed assets | $315,404,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $1,038,208,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $89,799,000 | 109 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $315,404,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,269,800,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $3,487,000 | 237 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,755,553,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $148,755,000 | 57 |
| Other retirement accounts, non-managed assets | $17,785,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $344,220,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $327,753,000 | 131 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,785,000 | 150 |
| 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 | $4,956,952,000 | 79 |
| Managed Assets ($) | $2,689,195,000 | 86 |
| Personal trust and agency accounts, managed assets | $555,638,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $688,982,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $2,464,000 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $308,486,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $1,043,771,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $89,854,000 | 110 |
| 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 | $308,486,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,267,757,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $3,368,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,765,409,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $148,477,000 | 55 |
| Other retirement accounts, non-managed assets | $18,039,000 | 133 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $332,464,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $457,841,000 | 117 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,039,000 | 144 |
| 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 | $4,916,877,000 | 78 |
| Managed Assets ($) | $2,713,776,000 | 85 |
| Personal trust and agency accounts, managed assets | $549,021,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $677,606,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $1,150,000 | 241 |
| Other employee benefit and retirement-related accounts, managed assets | $308,792,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $1,088,008,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $89,199,000 | 112 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $308,792,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $2,203,101,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $3,451,000 | 360 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,758,723,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $149,351,000 | 56 |
| Other retirement accounts, non-managed assets | $17,482,000 | 172 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $274,094,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $499,841,000 | 118 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,482,000 | 197 |
| 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 | $4,696,387,000 | 80 |
| Managed Assets ($) | $2,623,782,000 | 84 |
| Personal trust and agency accounts, managed assets | $540,423,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $642,597,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $2,115,000 | 175 |
| Other employee benefit and retirement-related accounts, managed assets | $302,305,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,047,395,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $88,947,000 | 110 |
| 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 | $302,305,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,072,605,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $3,320,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,678,012,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $145,255,000 | 57 |
| Other retirement accounts, non-managed assets | $16,678,000 | 138 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $229,340,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $529,495,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,678,000 | 151 |
| 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 | $4,472,218,000 | 81 |
| Managed Assets ($) | $2,476,866,000 | 85 |
| Personal trust and agency accounts, managed assets | $530,983,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $617,892,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $1,916,000 | 181 |
| Other employee benefit and retirement-related accounts, managed assets | $295,269,000 | 69 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $941,204,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $89,602,000 | 105 |
| 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 | $295,269,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,995,352,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $3,269,000 | 250 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,596,898,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $142,289,000 | 57 |
| Other retirement accounts, non-managed assets | $16,255,000 | 140 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $236,641,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $511,954,000 | 109 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,255,000 | 157 |
| 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 | $4,339,178,000 | 81 |
| Managed Assets ($) | $2,503,787,000 | 87 |
| Personal trust and agency accounts, managed assets | $532,066,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $600,553,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $75,651,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $288,685,000 | 67 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $919,692,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $87,140,000 | 104 |
| 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 | $288,685,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,835,391,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $3,457,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,557,230,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $64,800,000 | 72 |
| Other retirement accounts, non-managed assets | $16,650,000 | 138 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $193,254,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $501,679,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,650,000 | 150 |
| 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 | $4,154,419,000 | 84 |
| Managed Assets ($) | $2,395,300,000 | 87 |
| Personal trust and agency accounts, managed assets | $512,680,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $573,129,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $72,856,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $270,968,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $880,037,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $85,630,000 | 105 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $270,968,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $1,759,119,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $3,355,000 | 374 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,487,185,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $69,561,000 | 74 |
| Other retirement accounts, non-managed assets | $17,823,000 | 164 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $181,195,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $526,590,000 | 105 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,823,000 | 190 |
| 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 | $4,155,992,000 | 81 |
| Managed Assets ($) | $2,418,241,000 | 84 |
| Personal trust and agency accounts, managed assets | $514,271,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $559,223,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $72,454,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $277,087,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $907,825,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $87,381,000 | 102 |
| 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 | $277,087,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,737,751,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $3,361,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,479,449,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $63,579,000 | 72 |
| Other retirement accounts, non-managed assets | $16,194,000 | 138 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $175,168,000 | 24 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 153 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $631,861,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,194,000 | 149 |
| 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 | $4,095,878,000 | 84 |
| Managed Assets ($) | $2,340,819,000 | 86 |
| Personal trust and agency accounts, managed assets | $509,313,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $531,113,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $72,534,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $265,072,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $877,259,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $85,528,000 | 104 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $265,072,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,755,059,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $3,048,000 | 251 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,507,973,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $62,172,000 | 73 |
| Other retirement accounts, non-managed assets | $15,621,000 | 138 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $166,245,000 | 25 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $612,567,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,621,000 | 151 |
| 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 | $4,053,319,000 | 82 |
| Managed Assets ($) | $2,310,624,000 | 85 |
| Personal trust and agency accounts, managed assets | $508,587,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $519,209,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $72,505,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $261,321,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $863,168,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $85,834,000 | 103 |
| 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 | $261,321,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,742,695,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $3,029,000 | 255 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,501,018,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $62,632,000 | 73 |
| Other retirement accounts, non-managed assets | $15,154,000 | 141 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $160,862,000 | 24 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $585,585,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,154,000 | 155 |
| 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 | $4,007,392,000 | 78 |
| Managed Assets ($) | $2,295,109,000 | 82 |
| Personal trust and agency accounts, managed assets | $511,411,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $519,451,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $72,617,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $258,485,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $848,537,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $84,608,000 | 102 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $258,485,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $1,712,283,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $3,058,000 | 376 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,484,655,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $63,403,000 | 73 |
| Other retirement accounts, non-managed assets | $15,628,000 | 178 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $145,539,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $592,787,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,628,000 | 211 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,886,772,000 | 80 |
| Managed Assets ($) | $2,405,786,000 | 78 |
| Personal trust and agency accounts, managed assets | $509,900,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $663,155,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $70,533,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $250,429,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $831,331,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $80,438,000 | 103 |
| 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 | $250,429,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,480,986,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $2,980,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,269,765,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $53,190,000 | 72 |
| Other retirement accounts, non-managed assets | $15,680,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $139,371,000 | 25 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $585,335,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,680,000 | 152 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,990,632,000 | 81 |
| Managed Assets ($) | $2,520,769,000 | 78 |
| Personal trust and agency accounts, managed assets | $523,481,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $689,376,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $97,993,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $253,823,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $878,433,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $77,663,000 | 112 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $253,823,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,469,863,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $3,109,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,327,180,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $56,903,000 | 72 |
| Other retirement accounts, non-managed assets | $16,323,000 | 137 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $66,348,000 | 45 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $609,807,000 | 98 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,323,000 | 158 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,962,511,000 | 83 |
| Managed Assets ($) | $2,512,601,000 | 76 |
| Personal trust and agency accounts, managed assets | $521,254,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $689,538,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $98,407,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $243,096,000 | 67 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $881,885,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $78,421,000 | 112 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $243,096,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,449,910,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $3,128,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,311,553,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $58,209,000 | 71 |
| Other retirement accounts, non-managed assets | $15,920,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $61,100,000 | 46 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $601,937,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,920,000 | 162 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,890,134,000 | 82 |
| Managed Assets ($) | $2,452,719,000 | 76 |
| Personal trust and agency accounts, managed assets | $513,660,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $678,838,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $95,925,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $231,987,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $854,375,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $77,934,000 | 111 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $231,987,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $1,437,415,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $3,110,000 | 394 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,302,202,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $57,218,000 | 72 |
| Other retirement accounts, non-managed assets | $15,660,000 | 184 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $59,225,000 | 44 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $578,533,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,660,000 | 217 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,775,242,000 | 82 |
| Managed Assets ($) | $2,387,442,000 | 77 |
| Personal trust and agency accounts, managed assets | $516,134,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $632,608,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $98,742,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $223,784,000 | 67 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $835,274,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $80,900,000 | 104 |
| 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 | $223,784,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,387,800,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $3,085,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,257,149,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $54,695,000 | 73 |
| Other retirement accounts, non-managed assets | $15,624,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $57,247,000 | 47 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $614,598,000 | 100 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,624,000 | 158 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,905,505,000 | 79 |
| Managed Assets ($) | $2,519,155,000 | 72 |
| Personal trust and agency accounts, managed assets | $524,493,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $723,297,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $100,375,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $221,687,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $866,455,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $82,848,000 | 103 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $221,687,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,386,350,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $3,113,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,253,266,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $57,172,000 | 72 |
| Other retirement accounts, non-managed assets | $15,486,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $57,313,000 | 48 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $632,740,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,486,000 | 161 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,796,615,000 | 80 |
| Managed Assets ($) | $2,461,902,000 | 75 |
| Personal trust and agency accounts, managed assets | $520,137,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $705,942,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $97,768,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $213,045,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $846,158,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $78,852,000 | 103 |
| 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 | $213,045,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,334,713,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $3,076,000 | 251 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,205,010,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $56,437,000 | 75 |
| Other retirement accounts, non-managed assets | $15,172,000 | 147 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $55,018,000 | 48 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $622,849,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,172,000 | 165 |
| 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 | $3,745,850,000 | 82 |
| Managed Assets ($) | $2,434,448,000 | 75 |
| Personal trust and agency accounts, managed assets | $505,302,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $686,292,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $95,812,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $206,173,000 | 67 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $861,536,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $79,333,000 | 100 |
| 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 | $206,173,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $1,311,402,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $3,086,000 | 409 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,183,535,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $56,524,000 | 76 |
| Other retirement accounts, non-managed assets | $14,748,000 | 191 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $53,509,000 | 50 |
| 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 | $668,383,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,748,000 | 230 |
| 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 | $3,562,279,000 | 82 |
| Managed Assets ($) | $2,330,382,000 | 78 |
| Personal trust and agency accounts, managed assets | $498,859,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $639,372,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $90,930,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $197,892,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $830,541,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $72,788,000 | 103 |
| 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 | $197,892,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,231,897,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $2,990,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,121,601,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $53,328,000 | 77 |
| Other retirement accounts, non-managed assets | $13,820,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $40,158,000 | 51 |
| 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 | $693,829,000 | 100 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,820,000 | 170 |
| 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 | $3,520,719,000 | 83 |
| Managed Assets ($) | $2,346,921,000 | 75 |
| Personal trust and agency accounts, managed assets | $495,446,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $599,654,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $84,731,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $190,087,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $907,531,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $69,472,000 | 106 |
| 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 | $190,087,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,173,798,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $3,160,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,069,680,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,327,000 | 78 |
| Other retirement accounts, non-managed assets | $12,683,000 | 160 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $37,948,000 | 55 |
| 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 | $711,742,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,683,000 | 182 |
| 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 | $3,578,020,000 | 81 |
| Managed Assets ($) | $2,401,353,000 | 76 |
| Personal trust and agency accounts, managed assets | $502,275,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $599,835,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $84,239,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $185,882,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $959,789,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $69,333,000 | 103 |
| 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 | $185,882,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,176,667,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $2,933,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,074,078,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,473,000 | 76 |
| Other retirement accounts, non-managed assets | $12,460,000 | 158 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $36,723,000 | 58 |
| 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 | $732,466,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,460,000 | 179 |
| 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 | $3,321,824,000 | 82 |
| Managed Assets ($) | $2,196,622,000 | 77 |
| Personal trust and agency accounts, managed assets | $498,712,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $561,157,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $80,250,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $177,732,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $811,895,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $66,876,000 | 103 |
| 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 | $177,732,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $1,125,202,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $2,858,000 | 409 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,025,340,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $51,715,000 | 78 |
| Other retirement accounts, non-managed assets | $10,854,000 | 236 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $34,435,000 | 62 |
| 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 | $708,960,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,854,000 | 293 |
| 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 | $3,281,350,000 | 82 |
| Managed Assets ($) | $2,200,083,000 | 76 |
| Personal trust and agency accounts, managed assets | $514,010,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $555,138,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $81,210,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $171,155,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $812,034,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $66,536,000 | 100 |
| 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 | $171,155,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,081,267,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $3,084,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $982,291,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,261,000 | 77 |
| Other retirement accounts, non-managed assets | $11,132,000 | 157 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $33,343,000 | 59 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,156,000 | 111 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $728,546,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,132,000 | 186 |
| 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 | $3,161,499,000 | 83 |
| Managed Assets ($) | $2,145,195,000 | 75 |
| Personal trust and agency accounts, managed assets | $502,531,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $545,825,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $79,855,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $161,704,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $790,611,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $64,669,000 | 99 |
| 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 | $161,704,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,016,304,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $3,017,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $927,010,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $44,858,000 | 80 |
| Other retirement accounts, non-managed assets | $10,117,000 | 167 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $31,302,000 | 54 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $847,143,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,117,000 | 194 |
| 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 | $3,144,650,000 | 82 |
| Managed Assets ($) | $2,150,929,000 | 77 |
| Personal trust and agency accounts, managed assets | $518,394,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $572,727,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $79,477,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $162,285,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $761,152,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $56,894,000 | 105 |
| 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 | $162,285,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $993,721,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $3,070,000 | 237 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $902,595,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $46,958,000 | 77 |
| Other retirement accounts, non-managed assets | $10,320,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $30,778,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $870,579,000 | 89 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,320,000 | 196 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,838,316,000 | 85 |
| Managed Assets ($) | $1,977,197,000 | 81 |
| Personal trust and agency accounts, managed assets | $491,953,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $520,641,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $72,447,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $151,881,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $693,947,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $46,328,000 | 111 |
| 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 | $148,132,000 | 55 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $861,119,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $2,951,000 | 413 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $777,670,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,880,000 | 83 |
| Other retirement accounts, non-managed assets | $9,262,000 | 247 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $28,356,000 | 59 |
| 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 | $822,637,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,263,000 | 311 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,639,210,000 | 89 |
| Managed Assets ($) | $1,889,034,000 | 82 |
| Personal trust and agency accounts, managed assets | $480,389,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $485,774,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $67,428,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $144,922,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $664,604,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $45,917,000 | 106 |
| 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 | $141,161,000 | 55 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $750,176,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $2,875,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $698,993,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $39,068,000 | 81 |
| Other retirement accounts, non-managed assets | $9,240,000 | 163 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $801,145,000 | 90 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,242,000 | 188 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,845,635,000 | 88 |
| Managed Assets ($) | $2,037,386,000 | 82 |
| Personal trust and agency accounts, managed assets | $516,951,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $548,827,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $73,624,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $157,752,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $688,345,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $51,887,000 | 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 | $153,848,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $808,249,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $3,046,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $749,990,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $44,828,000 | 77 |
| Other retirement accounts, non-managed assets | $10,385,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $841,721,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,385,000 | 183 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,816,876,000 | 87 |
| Managed Assets ($) | $2,013,948,000 | 79 |
| Personal trust and agency accounts, managed assets | $518,872,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $542,431,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $70,824,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $150,405,000 | 67 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $677,930,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $53,486,000 | 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 | $146,380,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $802,928,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $2,847,000 | 246 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $745,242,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $44,717,000 | 77 |
| Other retirement accounts, non-managed assets | $10,122,000 | 168 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $821,172,000 | 92 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,122,000 | 180 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,703,093,000 | 90 |
| Managed Assets ($) | $1,927,053,000 | 81 |
| Personal trust and agency accounts, managed assets | $512,376,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $487,739,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $69,330,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $142,175,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $663,444,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $51,989,000 | 100 |
| 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 | $138,102,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $776,040,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $2,786,000 | 424 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $719,573,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $44,323,000 | 84 |
| Other retirement accounts, non-managed assets | $9,358,000 | 250 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $769,915,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,357,000 | 297 |
| 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 | $2,586,474,000 | 91 |
| Managed Assets ($) | $1,865,258,000 | 79 |
| Personal trust and agency accounts, managed assets | $507,148,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $453,840,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $64,989,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $135,728,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $655,351,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $48,202,000 | 98 |
| 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 | $131,653,000 | 56 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $721,216,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $2,734,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $670,110,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $39,666,000 | 83 |
| Other retirement accounts, non-managed assets | $8,706,000 | 168 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $672,244,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,706,000 | 184 |
| 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 | $2,370,213,000 | 94 |
| Managed Assets ($) | $1,710,933,000 | 83 |
| Personal trust and agency accounts, managed assets | $463,323,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $420,006,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $58,711,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $121,490,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $602,039,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $45,364,000 | 99 |
| 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 | $117,412,000 | 55 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $659,280,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $2,639,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $612,580,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,652,000 | 84 |
| Other retirement accounts, non-managed assets | $8,409,000 | 170 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| 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 | $615,376,000 | 101 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,409,000 | 184 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,480,593,000 | 94 |
| Managed Assets ($) | $1,794,991,000 | 82 |
| Personal trust and agency accounts, managed assets | $499,474,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $444,363,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $61,873,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $123,097,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $618,543,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $47,641,000 | 98 |
| 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 | $123,097,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $685,602,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $2,725,000 | 255 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $635,053,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,910,000 | 82 |
| Other retirement accounts, non-managed assets | $8,914,000 | 167 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| 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 | $628,397,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,914,000 | 182 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,444,562,000 | 96 |
| Managed Assets ($) | $1,816,832,000 | 82 |
| Personal trust and agency accounts, managed assets | $478,469,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $410,370,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $60,030,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $119,526,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $701,196,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $47,241,000 | 92 |
| 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 | $112,140,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $627,730,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $2,721,000 | 438 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $572,871,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $37,864,000 | 85 |
| Other retirement accounts, non-managed assets | $14,274,000 | 182 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| 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 | $596,120,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,274,000 | 226 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,374,516,000 | 98 |
| Managed Assets ($) | $1,777,404,000 | 83 |
| Personal trust and agency accounts, managed assets | $510,746,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $396,207,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $58,838,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $109,085,000 | 75 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $702,528,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $597,112,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $2,683,000 | 253 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $538,401,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $39,045,000 | 82 |
| Other retirement accounts, non-managed assets | $15,726,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,257,000 | 84 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $551,719,000 | 107 |
| 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 | $2,179,931,000 | 103 |
| Managed Assets ($) | $1,646,440,000 | 84 |
| Personal trust and agency accounts, managed assets | $492,516,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $366,158,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $51,379,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $88,581,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $647,806,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $533,491,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $2,603,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $469,455,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,005,000 | 84 |
| Other retirement accounts, non-managed assets | $24,259,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $0 | 161 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,169,000 | 84 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $495,715,000 | 113 |
| 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 | $2,050,036,000 | 103 |
| Managed Assets ($) | $1,567,060,000 | 83 |
| Personal trust and agency accounts, managed assets | $477,996,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $324,430,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $46,828,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $78,235,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $639,571,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $482,976,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $2,506,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $422,815,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $33,593,000 | 85 |
| Other retirement accounts, non-managed assets | $22,854,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $0 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,208,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $474,313,000 | 114 |
| 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 | $2,123,578,000 | 107 |
| Managed Assets ($) | $1,626,517,000 | 86 |
| Personal trust and agency accounts, managed assets | $493,434,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $346,002,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $49,515,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $85,959,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $651,607,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $497,061,000 | 115 |
| Personal trust and agency accounts, non-managed assets | $2,611,000 | 459 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $432,222,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,382,000 | 93 |
| Other retirement accounts, non-managed assets | $25,543,000 | 125 |
| Corporate trust and agency accounts, non-managed assets | $0 | 351 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,303,000 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $475,724,000 | 117 |
| 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 | $2,282,689,000 | 104 |
| Managed Assets ($) | $1,765,402,000 | 88 |
| Personal trust and agency accounts, managed assets | $454,938,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $389,330,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $56,890,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $99,146,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $765,098,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $517,287,000 | 119 |
| Personal trust and agency accounts, non-managed assets | $2,914,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $457,759,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,261,000 | 101 |
| Other retirement accounts, non-managed assets | $30,755,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $0 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,598,000 | 90 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $582,086,000 | 111 |
| 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 | $2,392,697,000 | 106 |
| Managed Assets ($) | $1,920,880,000 | 89 |
| Personal trust and agency accounts, managed assets | $460,298,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $464,963,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $93,131,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $99,357,000 | 89 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $803,131,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $471,817,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $3,108,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $432,139,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,000 | 162 |
| Other retirement accounts, non-managed assets | $34,843,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,718,000 | 92 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $599,755,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,253,543,000 | 112 |
| Managed Assets ($) | $1,762,389,000 | 93 |
| Personal trust and agency accounts, managed assets | $463,980,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $445,036,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $93,049,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $96,571,000 | 90 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $663,753,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $491,154,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $3,301,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $451,408,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,000 | 170 |
| Other retirement accounts, non-managed assets | $34,644,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,792,000 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $643,817,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,356,971,000 | 113 |
| Managed Assets ($) | $1,831,667,000 | 93 |
| Personal trust and agency accounts, managed assets | $488,205,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $465,296,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $100,022,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $94,827,000 | 87 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $683,317,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $525,304,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $2,818,000 | 476 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $480,917,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,000 | 240 |
| Other retirement accounts, non-managed assets | $39,607,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,954,000 | 123 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $649,654,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,365,426,000 | 112 |
| Managed Assets ($) | $1,825,114,000 | 93 |
| Personal trust and agency accounts, managed assets | $495,959,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $447,811,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $21,728,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $208,670,000 | 48 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $650,946,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $540,312,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $5,891,000 | 238 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $408,459,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $47,005,000 | 98 |
| Other retirement accounts, non-managed assets | $66,807,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $12,150,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $628,723,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,450,892,000 | 117 |
| Managed Assets ($) | $1,921,303,000 | 91 |
| Personal trust and agency accounts, managed assets | $498,103,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $602,190,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $21,327,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $190,469,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $609,214,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $529,589,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $5,810,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $419,376,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $44,175,000 | 100 |
| Other retirement accounts, non-managed assets | $48,688,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $11,540,000 | 66 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,226,687,000 | 100 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,355,875,000 | 115 |
| Managed Assets ($) | $1,854,770,000 | 90 |
| Personal trust and agency accounts, managed assets | $498,222,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $574,279,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $27,458,000 | 121 |
| Other employee benefit and retirement-related accounts, managed assets | $180,356,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $574,455,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $501,105,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $13,678,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $398,785,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $34,287,000 | 108 |
| Other retirement accounts, non-managed assets | $52,500,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,855,000 | 77 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $671,090,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,310,130,000 | 112 |
| Managed Assets ($) | $1,813,209,000 | 85 |
| Personal trust and agency accounts, managed assets | $504,052,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $538,372,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $25,564,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $176,714,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $568,507,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $496,921,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $5,672,000 | 370 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $392,566,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $33,432,000 | 111 |
| Other retirement accounts, non-managed assets | $56,106,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $9,145,000 | 85 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $654,918,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,212,130,000 | 117 |
| Managed Assets ($) | $1,740,412,000 | 91 |
| Personal trust and agency accounts, managed assets | $494,011,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $514,401,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $23,823,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $164,523,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $543,654,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $471,718,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $5,571,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $377,152,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,945,000 | 116 |
| Other retirement accounts, non-managed assets | $53,347,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $8,703,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $637,595,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,091,624,000 | 123 |
| Managed Assets ($) | $1,654,546,000 | 101 |
| Personal trust and agency accounts, managed assets | $483,424,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $501,897,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $76,334,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $70,769,000 | 112 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $522,122,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $437,078,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $5,569,000 | 238 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $423,428,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $7,906,000 | 201 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $175,000 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $651,503,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,155,373,000 | 123 |
| Managed Assets ($) | $1,721,493,000 | 95 |
| Personal trust and agency accounts, managed assets | $498,788,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $552,419,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $72,382,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $69,257,000 | 109 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $528,647,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $433,880,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $5,675,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $417,982,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $8,003,000 | 200 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $2,220,000 | 85 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $656,169,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,066,556,000 | 122 |
| Managed Assets ($) | $1,654,852,000 | 98 |
| Personal trust and agency accounts, managed assets | $487,343,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $515,736,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $73,923,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $62,681,000 | 118 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $515,169,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $411,704,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $5,289,000 | 375 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $395,508,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,000 | 276 |
| Other retirement accounts, non-managed assets | $8,535,000 | 285 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $2,367,000 | 117 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $819,093,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,105,360,000 | 121 |
| Managed Assets ($) | $1,704,713,000 | 94 |
| Personal trust and agency accounts, managed assets | $484,874,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $620,989,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $70,553,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $58,849,000 | 117 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $469,448,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $400,647,000 | 149 |
| Personal trust and agency accounts, non-managed assets | $5,439,000 | 235 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $385,047,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,000 | 186 |
| Other retirement accounts, non-managed assets | $7,586,000 | 195 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $2,570,000 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $831,987,000 | 109 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,931,217,000 | 122 |
| Managed Assets ($) | $1,668,690,000 | 92 |
| Personal trust and agency accounts, managed assets | $478,313,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $607,938,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $61,613,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $51,860,000 | 126 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $468,966,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $262,527,000 | 166 |
| Personal trust and agency accounts, non-managed assets | $5,321,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $240,985,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,027,000 | 144 |
| Other retirement accounts, non-managed assets | $9,162,000 | 187 |
| Corporate trust and agency accounts, non-managed assets | $0 | 195 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $3,032,000 | 85 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $809,657,000 | 109 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,904,533,000 | 126 |
| Managed Assets ($) | $1,646,408,000 | 98 |
| Personal trust and agency accounts, managed assets | $510,092,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $564,327,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $59,437,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $52,087,000 | 126 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $460,456,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $9,000 | 133 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $258,125,000 | 173 |
| Personal trust and agency accounts, non-managed assets | $5,352,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $240,366,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,306,000 | 148 |
| Other retirement accounts, non-managed assets | $9,101,000 | 190 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $799,954,000 | 113 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,958,519,000 | 129 |
| Managed Assets ($) | $1,687,397,000 | 96 |
| Personal trust and agency accounts, managed assets | $515,685,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $603,077,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $61,489,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $52,536,000 | 123 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $454,587,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $23,000 | 296 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $271,122,000 | 171 |
| Personal trust and agency accounts, non-managed assets | $5,467,000 | 373 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $232,686,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,375,000 | 189 |
| Other retirement accounts, non-managed assets | $9,434,000 | 274 |
| Corporate trust and agency accounts, non-managed assets | $17,458,000 | 120 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $2,702,000 | 121 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $796,445,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,797,126,000 | 130 |
| Managed Assets ($) | $1,553,222,000 | 99 |
| Personal trust and agency accounts, managed assets | $490,447,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $546,545,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $56,895,000 | 95 |
| Other employee benefit and retirement-related accounts, managed assets | $48,825,000 | 125 |
| Corporate trust and agency accounts, managed assets | $339,000 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $410,154,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $17,000 | 120 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $243,904,000 | 176 |
| Personal trust and agency accounts, non-managed assets | $5,337,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $212,157,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,425,000 | 155 |
| Other retirement accounts, non-managed assets | $8,763,000 | 185 |
| Corporate trust and agency accounts, non-managed assets | $11,865,000 | 106 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $2,357,000 | 85 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $739,107,000 | 125 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,674,758,000 | 136 |
| Managed Assets ($) | $1,532,462,000 | 99 |
| Personal trust and agency accounts, managed assets | $487,380,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $546,196,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $56,920,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $49,108,000 | 118 |
| Corporate trust and agency accounts, managed assets | $133,000 | 95 |
| Investment management and investment advisory agency accounts, managed assets | $392,701,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $24,000 | 118 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $142,296,000 | 217 |
| Personal trust and agency accounts, non-managed assets | $5,490,000 | 253 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $110,062,000 | 113 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,520,000 | 155 |
| Other retirement accounts, non-managed assets | $8,928,000 | 189 |
| Corporate trust and agency accounts, non-managed assets | $11,866,000 | 104 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $2,430,000 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $743,090,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,701,169,000 | 140 |
| Managed Assets ($) | $1,558,343,000 | 100 |
| Personal trust and agency accounts, managed assets | $509,198,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $555,154,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $57,933,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $47,955,000 | 121 |
| Corporate trust and agency accounts, managed assets | $650,000 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $387,440,000 | 105 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $13,000 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $142,826,000 | 218 |
| Personal trust and agency accounts, non-managed assets | $5,536,000 | 256 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $113,106,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,400,000 | 157 |
| Other retirement accounts, non-managed assets | $8,625,000 | 195 |
| Corporate trust and agency accounts, non-managed assets | $12,021,000 | 111 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $138,000 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $764,805,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,648,625,000 | 146 |
| Managed Assets ($) | $1,509,491,000 | 104 |
| Personal trust and agency accounts, managed assets | $498,027,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $519,541,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $56,266,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $47,119,000 | 125 |
| Corporate trust and agency accounts, managed assets | $347,000 | 226 |
| Investment management and investment advisory agency accounts, managed assets | $388,175,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $16,000 | 307 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $139,134,000 | 231 |
| Personal trust and agency accounts, non-managed assets | $5,496,000 | 389 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $121,921,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,443,000 | 197 |
| Other retirement accounts, non-managed assets | $8,113,000 | 310 |
| Corporate trust and agency accounts, non-managed assets | $0 | 431 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $161,000 | 213 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $742,177,000 | 127 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,548,792,000 | 153 |
| Managed Assets ($) | $1,411,873,000 | 108 |
| Personal trust and agency accounts, managed assets | $478,751,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $458,155,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $53,372,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $43,791,000 | 131 |
| Corporate trust and agency accounts, managed assets | $389,000 | 101 |
| Investment management and investment advisory agency accounts, managed assets | $377,396,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $19,000 | 138 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $136,919,000 | 232 |
| Personal trust and agency accounts, non-managed assets | $5,289,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $108,876,000 | 127 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,016,000 | 172 |
| Other retirement accounts, non-managed assets | $7,759,000 | 211 |
| Corporate trust and agency accounts, non-managed assets | $11,870,000 | 120 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $109,000 | 132 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $704,514,000 | 129 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,496,906,000 | 159 |
| Managed Assets ($) | $1,364,191,000 | 109 |
| Personal trust and agency accounts, managed assets | $476,427,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $423,015,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $47,143,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $40,999,000 | 138 |
| Corporate trust and agency accounts, managed assets | $544,000 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $376,039,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $24,000 | 145 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $132,715,000 | 232 |
| Personal trust and agency accounts, non-managed assets | $5,322,000 | 269 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $99,317,000 | 130 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,540,000 | 156 |
| Other retirement accounts, non-managed assets | $7,516,000 | 216 |
| Corporate trust and agency accounts, non-managed assets | $11,863,000 | 128 |
| 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 | $157,000 | 138 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $690,131,000 | 131 |
| 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 | $4,769,090,000 | 90 |
| Managed Assets ($) | $1,865,206,000 | 96 |
| Personal trust and agency accounts, managed assets | $461,279,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $378,103,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $37,342,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $37,440,000 | 142 |
| Corporate trust and agency accounts, managed assets | $631,006,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $320,009,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $27,000 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,903,884,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $5,082,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $90,106,000 | 128 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,233,000 | 161 |
| Other retirement accounts, non-managed assets | $6,900,000 | 218 |
| Corporate trust and agency accounts, non-managed assets | $2,795,397,000 | 35 |
| 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 | $166,000 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $666,984,000 | 131 |
| 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 | $4,843,051,000 | 87 |
| Managed Assets ($) | $1,878,688,000 | 98 |
| Personal trust and agency accounts, managed assets | $470,193,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $355,293,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $38,703,000 | 113 |
| Other employee benefit and retirement-related accounts, managed assets | $38,048,000 | 145 |
| Corporate trust and agency accounts, managed assets | $649,748,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $326,681,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $22,000 | 315 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,964,363,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $6,428,000 | 378 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $114,903,000 | 122 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,704,000 | 192 |
| Other retirement accounts, non-managed assets | $7,614,000 | 294 |
| Corporate trust and agency accounts, non-managed assets | $2,830,550,000 | 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 | $164,000 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $656,191,000 | 135 |
| 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 | $1,961,790,000 | 127 |
| Managed Assets ($) | $1,832,274,000 | 97 |
| Personal trust and agency accounts, managed assets | $536,389,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $402,939,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $40,466,000 | 111 |
| Other employee benefit and retirement-related accounts, managed assets | $40,873,000 | 131 |
| Corporate trust and agency accounts, managed assets | $403,199,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $408,408,000 | 92 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $129,516,000 | 217 |
| Personal trust and agency accounts, non-managed assets | $11,265,000 | 299 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $102,149,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,642,000 | 191 |
| Other retirement accounts, non-managed assets | $9,275,000 | 255 |
| Corporate trust and agency accounts, non-managed assets | $3,185,000 | 223 |
| 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 | $625,854,000 | 122 |
| 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 |