Home > MB Financial Bank > Total Fiduciary and Related Assets
MB Financial Bank, Total Fiduciary and Related Assets
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,282,197,000 | 104 |
| Managed Assets ($) | $3,043,090,000 | 81 |
| Personal trust and agency accounts, managed assets | $944,622,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,150,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $589,862,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $120,170,000 | 142 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,341,000,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $12,376,000 | 236 |
| Other fiduciary accounts, managed assets | $910,000 | 89 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $120,170,000 | 136 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $239,107,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $0 | 306 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $131,788,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $93,132,000 | 66 |
| Other retirement accounts, non-managed assets | $12,676,000 | 161 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $1,511,000 | 61 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,010,386,000 | 88 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,676,000 | 181 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,227,207,000 | 102 |
| Managed Assets ($) | $2,958,550,000 | 75 |
| Personal trust and agency accounts, managed assets | $885,796,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,519,000 | 134 |
| Employee benefit-defined benefit accounts, managed assets | $624,455,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $115,515,000 | 136 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $1,288,969,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $11,321,000 | 287 |
| Other fiduciary accounts, managed assets | $975,000 | 130 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $115,514,000 | 129 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $268,657,000 | 155 |
| Personal trust and agency accounts, non-managed assets | $0 | 678 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $121,965,000 | 115 |
| Employee benefit-defined benefit accounts, non-managed Assets | $128,925,000 | 54 |
| Other retirement accounts, non-managed assets | $16,248,000 | 169 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
| Other fiduciary accounts, non-managed assets | $1,519,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,178,599,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $14,048,000 | 227 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,510,699,000 | 101 |
| Managed Assets ($) | $3,210,324,000 | 74 |
| Personal trust and agency accounts, managed assets | $952,732,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,909,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $688,037,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $136,196,000 | 125 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $1,384,734,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $12,660,000 | 237 |
| Other fiduciary accounts, managed assets | $1,056,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $136,196,000 | 118 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $300,375,000 | 154 |
| Personal trust and agency accounts, non-managed assets | $0 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $139,061,000 | 113 |
| Employee benefit-defined benefit accounts, non-managed Assets | $141,511,000 | 56 |
| Other retirement accounts, non-managed assets | $18,321,000 | 136 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $1,482,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,205,721,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $15,706,000 | 168 |
| 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 | $3,429,014,000 | 102 |
| Managed Assets ($) | $3,134,529,000 | 77 |
| Personal trust and agency accounts, managed assets | $923,327,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,835,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $660,364,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $133,631,000 | 126 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $1,369,253,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $12,605,000 | 240 |
| Other fiduciary accounts, managed assets | $1,514,000 | 77 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $133,631,000 | 118 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $294,485,000 | 154 |
| Personal trust and agency accounts, non-managed assets | $0 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $138,691,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $137,008,000 | 58 |
| Other retirement accounts, non-managed assets | $17,275,000 | 136 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $1,511,000 | 62 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,065,230,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $14,822,000 | 168 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,378,517,000 | 102 |
| Managed Assets ($) | $3,083,830,000 | 77 |
| Personal trust and agency accounts, managed assets | $903,352,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,746,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $656,526,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $133,789,000 | 126 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $1,342,299,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $12,529,000 | 239 |
| Other fiduciary accounts, managed assets | $1,589,000 | 80 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $133,789,000 | 116 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $294,687,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $0 | 317 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $137,968,000 | 115 |
| Employee benefit-defined benefit accounts, non-managed Assets | $140,152,000 | 56 |
| Other retirement accounts, non-managed assets | $15,141,000 | 147 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $1,426,000 | 61 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,019,773,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,745,000 | 182 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,409,615,000 | 103 |
| Managed Assets ($) | $3,108,875,000 | 75 |
| Personal trust and agency accounts, managed assets | $912,647,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,737,000 | 135 |
| Employee benefit-defined benefit accounts, managed assets | $661,958,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $139,978,000 | 121 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $1,352,393,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $6,381,000 | 333 |
| Other fiduciary accounts, managed assets | $1,781,000 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $139,978,000 | 109 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $300,740,000 | 154 |
| Personal trust and agency accounts, non-managed assets | $0 | 711 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $140,278,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $133,253,000 | 58 |
| Other retirement accounts, non-managed assets | $15,830,000 | 183 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
| Other fiduciary accounts, non-managed assets | $11,379,000 | 50 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,229,086,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $13,369,000 | 241 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,357,164,000 | 101 |
| Managed Assets ($) | $3,086,292,000 | 74 |
| Personal trust and agency accounts, managed assets | $891,348,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,815,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $679,467,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $136,477,000 | 123 |
| Corporate trust and agency accounts, managed assets | $2,375,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $1,337,602,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $6,207,000 | 259 |
| Other fiduciary accounts, managed assets | $1,000 | 118 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $136,477,000 | 111 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $270,872,000 | 164 |
| Personal trust and agency accounts, non-managed assets | $0 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $151,274,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $80,762,000 | 71 |
| Other retirement accounts, non-managed assets | $14,025,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $24,811,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,374,743,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,620,000 | 187 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,385,173,000 | 99 |
| Managed Assets ($) | $3,073,025,000 | 71 |
| Personal trust and agency accounts, managed assets | $885,770,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,300,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $672,458,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $133,031,000 | 120 |
| Corporate trust and agency accounts, managed assets | $3,999,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $1,331,914,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | $6,577,000 | 259 |
| Other fiduciary accounts, managed assets | $4,976,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $133,031,000 | 109 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $312,148,000 | 149 |
| Personal trust and agency accounts, non-managed assets | $0 | 316 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $157,681,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $106,086,000 | 64 |
| Other retirement accounts, non-managed assets | $13,670,000 | 154 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $34,711,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,394,807,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,321,000 | 187 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,232,790,000 | 101 |
| Managed Assets ($) | $2,914,262,000 | 71 |
| Personal trust and agency accounts, managed assets | $874,502,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,350,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $658,558,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $125,139,000 | 118 |
| Corporate trust and agency accounts, managed assets | $3,954,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $1,205,134,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $6,480,000 | 262 |
| Other fiduciary accounts, managed assets | $7,145,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $125,139,000 | 109 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $318,528,000 | 146 |
| Personal trust and agency accounts, non-managed assets | $0 | 316 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $155,163,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $105,181,000 | 64 |
| Other retirement accounts, non-managed assets | $13,660,000 | 155 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $44,524,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,483,245,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,382,000 | 187 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,063,346,000 | 100 |
| Managed Assets ($) | $2,821,892,000 | 70 |
| Personal trust and agency accounts, managed assets | $828,284,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,491,000 | 143 |
| Employee benefit-defined benefit accounts, managed assets | $664,192,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $119,606,000 | 119 |
| Corporate trust and agency accounts, managed assets | $3,925,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $1,160,852,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $4,254,000 | 366 |
| Other fiduciary accounts, managed assets | $12,288,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $119,606,000 | 107 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $241,454,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $0 | 726 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $106,425,000 | 118 |
| Employee benefit-defined benefit accounts, non-managed Assets | $100,302,000 | 65 |
| Other retirement accounts, non-managed assets | $15,280,000 | 182 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
| Other fiduciary accounts, non-managed assets | $19,447,000 | 50 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,546,964,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $13,096,000 | 239 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,043,714,000 | 98 |
| Managed Assets ($) | $2,799,736,000 | 72 |
| Personal trust and agency accounts, managed assets | $833,892,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,056,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $635,364,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $121,550,000 | 117 |
| Corporate trust and agency accounts, managed assets | $4,771,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $1,158,469,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $3,277,000 | 273 |
| Other fiduciary accounts, managed assets | $13,357,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $121,550,000 | 104 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $243,978,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $0 | 323 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $108,569,000 | 116 |
| Employee benefit-defined benefit accounts, non-managed Assets | $104,035,000 | 63 |
| Other retirement accounts, non-managed assets | $12,966,000 | 157 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 153 |
| Other fiduciary accounts, non-managed assets | $18,408,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,699,737,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $10,794,000 | 192 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,956,263,000 | 100 |
| Managed Assets ($) | $2,738,468,000 | 72 |
| Personal trust and agency accounts, managed assets | $820,366,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,138,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $617,141,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $117,391,000 | 119 |
| Corporate trust and agency accounts, managed assets | $4,734,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $1,129,896,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $3,488,000 | 271 |
| Other fiduciary accounts, managed assets | $11,314,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $117,391,000 | 108 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $217,795,000 | 167 |
| Personal trust and agency accounts, non-managed assets | $0 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $98,826,000 | 119 |
| Employee benefit-defined benefit accounts, non-managed Assets | $98,831,000 | 65 |
| Other retirement accounts, non-managed assets | $12,732,000 | 158 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
| Other fiduciary accounts, non-managed assets | $7,406,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,639,042,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $10,636,000 | 196 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,935,216,000 | 101 |
| Managed Assets ($) | $2,714,608,000 | 71 |
| Personal trust and agency accounts, managed assets | $825,559,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,001,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $628,295,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $117,112,000 | 115 |
| Corporate trust and agency accounts, managed assets | $4,596,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $1,082,671,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $3,652,000 | 274 |
| Other fiduciary accounts, managed assets | $14,722,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $117,112,000 | 103 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $220,608,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $0 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $92,718,000 | 119 |
| Employee benefit-defined benefit accounts, non-managed Assets | $113,930,000 | 60 |
| Other retirement accounts, non-managed assets | $12,208,000 | 161 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $1,752,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,651,363,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $10,190,000 | 196 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,885,051,000 | 100 |
| Managed Assets ($) | $2,676,248,000 | 68 |
| Personal trust and agency accounts, managed assets | $820,846,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,002,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $617,651,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $119,529,000 | 112 |
| Corporate trust and agency accounts, managed assets | $4,477,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $1,060,753,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $3,925,000 | 372 |
| Other fiduciary accounts, managed assets | $9,065,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $119,529,000 | 99 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $208,803,000 | 167 |
| Personal trust and agency accounts, non-managed assets | $0 | 747 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $80,233,000 | 128 |
| Employee benefit-defined benefit accounts, non-managed Assets | $114,841,000 | 62 |
| Other retirement accounts, non-managed assets | $12,519,000 | 211 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $1,210,000 | 85 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,501,269,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $10,362,000 | 286 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,849,661,000 | 101 |
| Managed Assets ($) | $2,621,933,000 | 70 |
| Personal trust and agency accounts, managed assets | $828,802,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,617,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $639,057,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $119,556,000 | 109 |
| Corporate trust and agency accounts, managed assets | $4,504,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $978,924,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $4,174,000 | 270 |
| Other fiduciary accounts, managed assets | $7,299,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $119,556,000 | 99 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $227,728,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $0 | 321 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $82,513,000 | 126 |
| Employee benefit-defined benefit accounts, non-managed Assets | $130,437,000 | 59 |
| Other retirement accounts, non-managed assets | $12,739,000 | 154 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $2,039,000 | 62 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,526,567,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $10,589,000 | 192 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,563,053,000 | 108 |
| Managed Assets ($) | $2,324,781,000 | 83 |
| Personal trust and agency accounts, managed assets | $651,449,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,735,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $657,190,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $122,486,000 | 114 |
| Corporate trust and agency accounts, managed assets | $4,775,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $827,731,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $4,638,000 | 270 |
| Other fiduciary accounts, managed assets | $18,777,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $122,486,000 | 104 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $238,272,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $0 | 324 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $87,435,000 | 128 |
| Employee benefit-defined benefit accounts, non-managed Assets | $131,604,000 | 59 |
| Other retirement accounts, non-managed assets | $14,880,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $2,000 | 129 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $4,351,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,557,799,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,353,000 | 179 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,673,970,000 | 108 |
| Managed Assets ($) | $2,429,885,000 | 79 |
| Personal trust and agency accounts, managed assets | $658,649,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,751,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $704,454,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $120,329,000 | 116 |
| Corporate trust and agency accounts, managed assets | $4,805,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $870,260,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $4,780,000 | 266 |
| Other fiduciary accounts, managed assets | $28,857,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $120,329,000 | 104 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $244,085,000 | 163 |
| Personal trust and agency accounts, non-managed assets | $0 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $88,529,000 | 128 |
| Employee benefit-defined benefit accounts, non-managed Assets | $134,748,000 | 59 |
| Other retirement accounts, non-managed assets | $16,546,000 | 139 |
| Corporate trust and agency accounts, non-managed assets | $3,000 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $4,259,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,416,543,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $13,960,000 | 171 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,552,284,000 | 107 |
| Managed Assets ($) | $2,315,964,000 | 79 |
| Personal trust and agency accounts, managed assets | $647,240,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,244,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $691,833,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $119,104,000 | 113 |
| Corporate trust and agency accounts, managed assets | $4,508,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $809,347,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $1,869,000 | 415 |
| Other fiduciary accounts, managed assets | $3,819,000 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $119,104,000 | 101 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $236,320,000 | 163 |
| Personal trust and agency accounts, non-managed assets | $0 | 782 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $82,024,000 | 132 |
| Employee benefit-defined benefit accounts, non-managed Assets | $133,347,000 | 59 |
| Other retirement accounts, non-managed assets | $16,764,000 | 175 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 215 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $4,167,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,422,087,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $14,103,000 | 232 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,519,960,000 | 105 |
| Managed Assets ($) | $2,269,055,000 | 81 |
| Personal trust and agency accounts, managed assets | $641,991,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,190,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $673,965,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $111,994,000 | 118 |
| Corporate trust and agency accounts, managed assets | $4,518,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $789,653,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $1,953,000 | 273 |
| Other fiduciary accounts, managed assets | $6,791,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $111,994,000 | 102 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $250,905,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $0 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $88,970,000 | 125 |
| Employee benefit-defined benefit accounts, non-managed Assets | $134,141,000 | 58 |
| Other retirement accounts, non-managed assets | $19,026,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $3,000 | 130 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $8,765,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,437,230,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $16,314,000 | 155 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,482,196,000 | 105 |
| Managed Assets ($) | $2,243,322,000 | 83 |
| Personal trust and agency accounts, managed assets | $647,936,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,750,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $658,011,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $110,656,000 | 118 |
| Corporate trust and agency accounts, managed assets | $4,748,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $773,048,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $2,162,000 | 273 |
| Other fiduciary accounts, managed assets | $9,011,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $110,656,000 | 104 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $238,874,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $0 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $87,079,000 | 124 |
| Employee benefit-defined benefit accounts, non-managed Assets | $127,631,000 | 56 |
| Other retirement accounts, non-managed assets | $20,713,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $3,000 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $3,448,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,348,941,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $17,871,000 | 149 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,327,182,000 | 108 |
| Managed Assets ($) | $2,109,668,000 | 85 |
| Personal trust and agency accounts, managed assets | $607,330,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,981,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $621,870,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $107,741,000 | 119 |
| Corporate trust and agency accounts, managed assets | $5,547,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $719,658,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $2,173,000 | 270 |
| Other fiduciary accounts, managed assets | $6,368,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $107,741,000 | 103 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $217,514,000 | 166 |
| Personal trust and agency accounts, non-managed assets | $0 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $85,940,000 | 124 |
| Employee benefit-defined benefit accounts, non-managed Assets | $124,936,000 | 58 |
| Other retirement accounts, non-managed assets | $3,503,000 | 246 |
| Corporate trust and agency accounts, non-managed assets | $3,000 | 133 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $3,132,000 | 62 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,183,415,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $17,496,000 | 149 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,258,566,000 | 111 |
| Managed Assets ($) | $2,049,457,000 | 87 |
| Personal trust and agency accounts, managed assets | $601,140,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,846,000 | 134 |
| Employee benefit-defined benefit accounts, managed assets | $608,543,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $106,391,000 | 118 |
| Corporate trust and agency accounts, managed assets | $7,644,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $686,480,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $2,413,000 | 395 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $106,391,000 | 102 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $209,109,000 | 169 |
| Personal trust and agency accounts, non-managed assets | $0 | 811 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $84,670,000 | 131 |
| Employee benefit-defined benefit accounts, non-managed Assets | $120,596,000 | 58 |
| Other retirement accounts, non-managed assets | $3,435,000 | 421 |
| Corporate trust and agency accounts, non-managed assets | $18,000 | 223 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $390,000 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,194,960,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $17,995,000 | 196 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,170,472,000 | 111 |
| Managed Assets ($) | $1,983,971,000 | 86 |
| Personal trust and agency accounts, managed assets | $572,341,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,642,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $597,132,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $100,485,000 | 118 |
| Corporate trust and agency accounts, managed assets | $7,635,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $648,296,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $2,440,000 | 256 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $100,485,000 | 105 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $186,501,000 | 172 |
| Personal trust and agency accounts, non-managed assets | $0 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $60,332,000 | 134 |
| Employee benefit-defined benefit accounts, non-managed Assets | $121,809,000 | 59 |
| Other retirement accounts, non-managed assets | $3,839,000 | 237 |
| Corporate trust and agency accounts, non-managed assets | $10,000 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $511,000 | 75 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,242,696,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $17,642,000 | 147 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,053,239,000 | 113 |
| Managed Assets ($) | $1,871,493,000 | 86 |
| Personal trust and agency accounts, managed assets | $569,155,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,467,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $549,328,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $95,830,000 | 114 |
| Corporate trust and agency accounts, managed assets | $7,574,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $594,651,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $2,488,000 | 255 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $95,830,000 | 104 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $181,746,000 | 179 |
| Personal trust and agency accounts, non-managed assets | $0 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,213,000 | 134 |
| Employee benefit-defined benefit accounts, non-managed Assets | $118,511,000 | 57 |
| Other retirement accounts, non-managed assets | $3,711,000 | 237 |
| Corporate trust and agency accounts, non-managed assets | $10,000 | 127 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $2,301,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,120,352,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $17,352,000 | 148 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,053,603,000 | 115 |
| Managed Assets ($) | $1,870,513,000 | 88 |
| Personal trust and agency accounts, managed assets | $582,864,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,726,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $550,013,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $96,186,000 | 114 |
| Corporate trust and agency accounts, managed assets | $8,150,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $578,953,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | $2,621,000 | 257 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $96,186,000 | 102 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $183,090,000 | 178 |
| Personal trust and agency accounts, non-managed assets | $0 | 329 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,943,000 | 141 |
| Employee benefit-defined benefit accounts, non-managed Assets | $122,626,000 | 55 |
| Other retirement accounts, non-managed assets | $3,699,000 | 236 |
| Corporate trust and agency accounts, non-managed assets | $10,000 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $812,000 | 73 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,177,310,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $18,061,000 | 143 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,958,170,000 | 115 |
| Managed Assets ($) | $1,832,862,000 | 85 |
| Personal trust and agency accounts, managed assets | $571,840,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $87,675,000 | 76 |
| Employee benefit-defined benefit accounts, managed assets | $533,350,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $92,284,000 | 109 |
| Corporate trust and agency accounts, managed assets | $10,127,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $534,785,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | $2,801,000 | 374 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $92,284,000 | 97 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $125,308,000 | 215 |
| Personal trust and agency accounts, non-managed assets | $0 | 842 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,562,000 | 371 |
| Employee benefit-defined benefit accounts, non-managed Assets | $116,344,000 | 57 |
| Other retirement accounts, non-managed assets | $3,466,000 | 423 |
| Corporate trust and agency accounts, non-managed assets | $861,000 | 165 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $1,075,000 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,017,793,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $17,119,000 | 196 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,954,873,000 | 113 |
| Managed Assets ($) | $1,842,834,000 | 83 |
| Personal trust and agency accounts, managed assets | $573,764,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $88,884,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $558,702,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $88,758,000 | 115 |
| Corporate trust and agency accounts, managed assets | $10,082,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $519,191,000 | 92 |
| Foundation and endowment trust and agency accounts, managed assets | $3,002,000 | 245 |
| Other fiduciary accounts, managed assets | $451,000 | 90 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $88,758,000 | 98 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $112,039,000 | 206 |
| Personal trust and agency accounts, non-managed assets | $0 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,577,000 | 238 |
| Employee benefit-defined benefit accounts, non-managed Assets | $103,817,000 | 57 |
| Other retirement accounts, non-managed assets | $3,450,000 | 233 |
| Corporate trust and agency accounts, non-managed assets | $14,000 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $1,181,000 | 61 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,920,046,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $16,955,000 | 140 |
| 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 | $1,898,515,000 | 114 |
| Managed Assets ($) | $1,790,861,000 | 82 |
| Personal trust and agency accounts, managed assets | $565,523,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $81,476,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $535,068,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $86,896,000 | 112 |
| Corporate trust and agency accounts, managed assets | $12,369,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $506,136,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | $2,959,000 | 242 |
| Other fiduciary accounts, managed assets | $434,000 | 88 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $86,896,000 | 98 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $107,654,000 | 208 |
| Personal trust and agency accounts, non-managed assets | $0 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,355,000 | 238 |
| Employee benefit-defined benefit accounts, non-managed Assets | $99,267,000 | 58 |
| Other retirement accounts, non-managed assets | $3,215,000 | 236 |
| Corporate trust and agency accounts, non-managed assets | $35,000 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $1,782,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,734,189,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $18,771,000 | 133 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,933,581,000 | 111 |
| Managed Assets ($) | $1,823,739,000 | 84 |
| Personal trust and agency accounts, managed assets | $577,359,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $78,666,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $540,212,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $88,335,000 | 111 |
| Corporate trust and agency accounts, managed assets | $12,277,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $523,212,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | $3,240,000 | 245 |
| Other fiduciary accounts, managed assets | $438,000 | 89 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $88,335,000 | 96 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $109,842,000 | 203 |
| Personal trust and agency accounts, non-managed assets | $0 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,567,000 | 239 |
| Employee benefit-defined benefit accounts, non-managed Assets | $99,541,000 | 59 |
| Other retirement accounts, non-managed assets | $3,146,000 | 234 |
| Corporate trust and agency accounts, non-managed assets | $15,000 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $3,573,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,616,497,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $19,689,000 | 133 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,893,828,000 | 108 |
| Managed Assets ($) | $1,775,678,000 | 85 |
| Personal trust and agency accounts, managed assets | $546,773,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,957,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $557,445,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $83,996,000 | 108 |
| Corporate trust and agency accounts, managed assets | $12,159,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $498,666,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | $3,266,000 | 353 |
| Other fiduciary accounts, managed assets | $416,000 | 145 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $83,996,000 | 94 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $118,150,000 | 204 |
| Personal trust and agency accounts, non-managed assets | $0 | 854 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,681,000 | 330 |
| Employee benefit-defined benefit accounts, non-managed Assets | $102,459,000 | 59 |
| Other retirement accounts, non-managed assets | $4,793,000 | 364 |
| Corporate trust and agency accounts, non-managed assets | $15,000 | 261 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $5,202,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,604,111,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $17,400,000 | 185 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,817,446,000 | 112 |
| Managed Assets ($) | $1,700,132,000 | 86 |
| Personal trust and agency accounts, managed assets | $525,115,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $66,200,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $526,440,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $81,177,000 | 109 |
| Corporate trust and agency accounts, managed assets | $9,319,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $487,815,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $3,664,000 | 235 |
| Other fiduciary accounts, managed assets | $402,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $81,177,000 | 93 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $117,314,000 | 197 |
| Personal trust and agency accounts, non-managed assets | $341,000 | 291 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,413,000 | 226 |
| Employee benefit-defined benefit accounts, non-managed Assets | $99,114,000 | 59 |
| Other retirement accounts, non-managed assets | $4,426,000 | 222 |
| Corporate trust and agency accounts, non-managed assets | $2,781,000 | 84 |
| 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 | $5,239,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,498,210,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $16,626,000 | 139 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,996,036,000 | 107 |
| Managed Assets ($) | $1,871,051,000 | 85 |
| Personal trust and agency accounts, managed assets | $557,826,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,085,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $629,456,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $85,106,000 | 114 |
| Corporate trust and agency accounts, managed assets | $9,266,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $512,789,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | $4,095,000 | 230 |
| Other fiduciary accounts, managed assets | $428,000 | 89 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $85,106,000 | 100 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $124,985,000 | 196 |
| Personal trust and agency accounts, non-managed assets | $897,000 | 280 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,577,000 | 187 |
| Employee benefit-defined benefit accounts, non-managed Assets | $89,619,000 | 58 |
| Other retirement accounts, non-managed assets | $5,206,000 | 214 |
| Corporate trust and agency accounts, non-managed assets | $2,783,000 | 89 |
| 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 | $8,903,000 | 53 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,266,080,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $20,377,000 | 127 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,998,698,000 | 106 |
| Managed Assets ($) | $1,875,202,000 | 84 |
| Personal trust and agency accounts, managed assets | $553,472,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $73,324,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $628,201,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $85,643,000 | 112 |
| Corporate trust and agency accounts, managed assets | $5,466,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $524,966,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | $3,706,000 | 238 |
| Other fiduciary accounts, managed assets | $424,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $85,643,000 | 94 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $123,496,000 | 198 |
| Personal trust and agency accounts, non-managed assets | $637,000 | 291 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,721,000 | 189 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,728,000 | 62 |
| Other retirement accounts, non-managed assets | $6,441,000 | 199 |
| Corporate trust and agency accounts, non-managed assets | $2,786,000 | 90 |
| 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 | $9,183,000 | 53 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,217,370,000 | 86 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $22,151,000 | 126 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,997,954,000 | 106 |
| Managed Assets ($) | $1,875,987,000 | 84 |
| Personal trust and agency accounts, managed assets | $538,897,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $83,584,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $636,912,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $85,643,000 | 108 |
| Corporate trust and agency accounts, managed assets | $6,270,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $520,708,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $3,973,000 | 341 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $85,643,000 | 91 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $121,967,000 | 211 |
| Personal trust and agency accounts, non-managed assets | $56,000 | 813 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,704,000 | 238 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,216,000 | 60 |
| Other retirement accounts, non-managed assets | $6,565,000 | 310 |
| Corporate trust and agency accounts, non-managed assets | $3,249,000 | 140 |
| 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 | $9,177,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,251,025,000 | 86 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $24,321,000 | 152 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,945,400,000 | 108 |
| Managed Assets ($) | $1,825,705,000 | 82 |
| Personal trust and agency accounts, managed assets | $531,981,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $83,402,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $610,649,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $80,962,000 | 113 |
| Corporate trust and agency accounts, managed assets | $6,314,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $508,568,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $3,829,000 | 232 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $80,962,000 | 91 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $119,695,000 | 200 |
| Personal trust and agency accounts, non-managed assets | $102,000 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,148,000 | 196 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,908,000 | 61 |
| Other retirement accounts, non-managed assets | $5,657,000 | 201 |
| Corporate trust and agency accounts, non-managed assets | $2,763,000 | 99 |
| 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 | $9,117,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,236,118,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $20,328,000 | 120 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,584,915,000 | 115 |
| Managed Assets ($) | $1,466,996,000 | 85 |
| Personal trust and agency accounts, managed assets | $287,369,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,182,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $571,675,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $73,336,000 | 110 |
| Corporate trust and agency accounts, managed assets | $6,142,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $449,299,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | $6,993,000 | 203 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $73,336,000 | 89 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $117,919,000 | 199 |
| Personal trust and agency accounts, non-managed assets | $721,000 | 288 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,778,000 | 195 |
| Employee benefit-defined benefit accounts, non-managed Assets | $85,352,000 | 61 |
| Other retirement accounts, non-managed assets | $4,132,000 | 220 |
| Corporate trust and agency accounts, non-managed assets | $2,772,000 | 104 |
| 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 | $11,164,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,256,418,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $19,785,000 | 121 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,624,663,000 | 117 |
| Managed Assets ($) | $1,510,739,000 | 86 |
| Personal trust and agency accounts, managed assets | $305,278,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,159,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $579,288,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $75,709,000 | 110 |
| Corporate trust and agency accounts, managed assets | $6,326,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $458,991,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | $12,988,000 | 176 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $75,709,000 | 89 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $113,924,000 | 205 |
| Personal trust and agency accounts, non-managed assets | $764,000 | 296 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,453,000 | 230 |
| Employee benefit-defined benefit accounts, non-managed Assets | $83,542,000 | 64 |
| Other retirement accounts, non-managed assets | $5,224,000 | 206 |
| Corporate trust and agency accounts, non-managed assets | $2,786,000 | 105 |
| 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 | $16,155,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,257,025,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $23,951,000 | 107 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,568,068,000 | 118 |
| Managed Assets ($) | $1,427,612,000 | 88 |
| Personal trust and agency accounts, managed assets | $287,192,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $48,488,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $547,649,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $72,277,000 | 109 |
| Corporate trust and agency accounts, managed assets | $6,220,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $452,632,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | $13,154,000 | 197 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $72,277,000 | 91 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $140,456,000 | 201 |
| Personal trust and agency accounts, non-managed assets | $1,369,000 | 540 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,557,000 | 201 |
| Employee benefit-defined benefit accounts, non-managed Assets | $88,870,000 | 67 |
| Other retirement accounts, non-managed assets | $5,044,000 | 353 |
| Corporate trust and agency accounts, non-managed assets | $2,789,000 | 154 |
| 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 | $15,827,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,125,606,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $26,800,000 | 134 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,538,430,000 | 120 |
| Managed Assets ($) | $1,384,993,000 | 90 |
| Personal trust and agency accounts, managed assets | $273,664,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,653,000 | 114 |
| Employee benefit-defined benefit accounts, managed assets | $546,848,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $70,146,000 | 111 |
| Corporate trust and agency accounts, managed assets | $6,228,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $445,454,000 | 95 |
| 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 | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $153,437,000 | 177 |
| Personal trust and agency accounts, non-managed assets | $1,297,000 | 277 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,010,000 | 184 |
| Employee benefit-defined benefit accounts, non-managed Assets | $89,353,000 | 63 |
| Other retirement accounts, non-managed assets | $26,599,000 | 98 |
| Corporate trust and agency accounts, non-managed assets | $332,000 | 126 |
| 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 | $13,846,000 | 62 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,031,280,000 | 89 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,426,763,000 | 124 |
| Managed Assets ($) | $1,276,199,000 | 93 |
| Personal trust and agency accounts, managed assets | $265,254,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,909,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $520,099,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $66,781,000 | 110 |
| Corporate trust and agency accounts, managed assets | $6,097,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $377,059,000 | 104 |
| 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 | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $150,564,000 | 174 |
| Personal trust and agency accounts, non-managed assets | $1,224,000 | 285 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,840,000 | 187 |
| Employee benefit-defined benefit accounts, non-managed Assets | $91,972,000 | 62 |
| Other retirement accounts, non-managed assets | $23,686,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $335,000 | 126 |
| 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 | $13,507,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $770,225,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,379,172,000 | 123 |
| Managed Assets ($) | $1,239,817,000 | 93 |
| Personal trust and agency accounts, managed assets | $257,068,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,912,000 | 114 |
| Employee benefit-defined benefit accounts, managed assets | $500,801,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $60,403,000 | 109 |
| Corporate trust and agency accounts, managed assets | $6,004,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $377,629,000 | 105 |
| 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 | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $139,355,000 | 176 |
| Personal trust and agency accounts, non-managed assets | $1,192,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,385,000 | 197 |
| Employee benefit-defined benefit accounts, non-managed Assets | $90,891,000 | 61 |
| Other retirement accounts, non-managed assets | $11,655,000 | 141 |
| Corporate trust and agency accounts, non-managed assets | $336,000 | 127 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $20,896,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $768,370,000 | 100 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,516,792,000 | 122 |
| Managed Assets ($) | $1,366,290,000 | 91 |
| Personal trust and agency accounts, managed assets | $298,668,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,437,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $536,037,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $61,745,000 | 111 |
| Corporate trust and agency accounts, managed assets | $6,271,000 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $422,132,000 | 105 |
| 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 | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $150,502,000 | 183 |
| Personal trust and agency accounts, non-managed assets | $1,272,000 | 559 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,137,000 | 241 |
| Employee benefit-defined benefit accounts, non-managed Assets | $92,070,000 | 67 |
| Other retirement accounts, non-managed assets | $16,704,000 | 171 |
| Corporate trust and agency accounts, non-managed assets | $1,653,000 | 185 |
| 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 | $22,666,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $992,168,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,606,507,000 | 121 |
| Managed Assets ($) | $1,458,237,000 | 94 |
| Personal trust and agency accounts, managed assets | $271,877,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,499,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $589,800,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $72,286,000 | 106 |
| Corporate trust and agency accounts, managed assets | $6,140,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $472,635,000 | 102 |
| 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 | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $148,270,000 | 190 |
| Personal trust and agency accounts, non-managed assets | $2,006,000 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,476,000 | 194 |
| Employee benefit-defined benefit accounts, non-managed Assets | $81,673,000 | 73 |
| Other retirement accounts, non-managed assets | $19,850,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $3,936,000 | 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 | $19,329,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $978,041,000 | 98 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,721,967,000 | 122 |
| Managed Assets ($) | $1,569,790,000 | 95 |
| Personal trust and agency accounts, managed assets | $279,686,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,988,000 | 138 |
| Employee benefit-defined benefit accounts, managed assets | $640,765,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $108,766,000 | 85 |
| Corporate trust and agency accounts, managed assets | $6,135,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $497,427,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $23,000 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $152,177,000 | 196 |
| Personal trust and agency accounts, non-managed assets | $1,988,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,768,000 | 204 |
| Employee benefit-defined benefit accounts, non-managed Assets | $84,095,000 | 75 |
| Other retirement accounts, non-managed assets | $26,547,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $110,000 | 155 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $17,669,000 | 66 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $984,397,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,809,920,000 | 123 |
| Managed Assets ($) | $1,656,220,000 | 97 |
| Personal trust and agency accounts, managed assets | $302,499,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,090,000 | 140 |
| Employee benefit-defined benefit accounts, managed assets | $669,192,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $106,296,000 | 85 |
| Corporate trust and agency accounts, managed assets | $6,228,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $534,892,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $23,000 | 120 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $153,700,000 | 199 |
| Personal trust and agency accounts, non-managed assets | $2,021,000 | 286 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,734,000 | 205 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,085,000 | 78 |
| Other retirement accounts, non-managed assets | $27,317,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $145,000 | 148 |
| 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 | $15,398,000 | 71 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,050,639,000 | 101 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| 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 | $2,098,011,000 | 117 |
| Managed Assets ($) | $1,935,792,000 | 89 |
| Personal trust and agency accounts, managed assets | $329,296,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,467,000 | 154 |
| Employee benefit-defined benefit accounts, managed assets | $761,790,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $113,294,000 | 81 |
| Corporate trust and agency accounts, managed assets | $6,085,000 | 82 |
| Investment management and investment advisory agency accounts, managed assets | $686,814,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $46,000 | 251 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $162,219,000 | 201 |
| Personal trust and agency accounts, non-managed assets | $1,350,000 | 576 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $30,892,000 | 211 |
| Employee benefit-defined benefit accounts, non-managed Assets | $85,395,000 | 84 |
| Other retirement accounts, non-managed assets | $28,484,000 | 122 |
| Corporate trust and agency accounts, non-managed assets | $1,258,000 | 206 |
| 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 | $14,840,000 | 79 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $863,748,000 | 110 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| 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 | $2,188,370,000 | 116 |
| Managed Assets ($) | $2,043,807,000 | 86 |
| Personal trust and agency accounts, managed assets | $332,110,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $64,880,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $793,018,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $119,834,000 | 78 |
| Corporate trust and agency accounts, managed assets | $5,922,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $725,709,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,334,000 | 82 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $144,563,000 | 202 |
| Personal trust and agency accounts, non-managed assets | $822,000 | 306 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,414,000 | 249 |
| Employee benefit-defined benefit accounts, non-managed Assets | $92,984,000 | 83 |
| Other retirement accounts, non-managed assets | $29,354,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $1,110,000 | 129 |
| 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 | $12,879,000 | 66 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $970,246,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| 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 | $2,177,891,000 | 122 |
| Managed Assets ($) | $2,032,379,000 | 85 |
| Personal trust and agency accounts, managed assets | $326,480,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,061,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $766,201,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $116,361,000 | 76 |
| Corporate trust and agency accounts, managed assets | $5,846,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $745,419,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $11,000 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $145,512,000 | 206 |
| Personal trust and agency accounts, non-managed assets | $870,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,253,000 | 248 |
| Employee benefit-defined benefit accounts, non-managed Assets | $91,160,000 | 87 |
| Other retirement accounts, non-managed assets | $28,971,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $1,180,000 | 134 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $15,078,000 | 61 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,022,432,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| 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 | $2,174,300,000 | 117 |
| Managed Assets ($) | $2,046,241,000 | 81 |
| Personal trust and agency accounts, managed assets | $330,805,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $153,249,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $750,749,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 374 |
| Corporate trust and agency accounts, managed assets | $5,844,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $804,478,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,116,000 | 89 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $128,059,000 | 215 |
| Personal trust and agency accounts, non-managed assets | $840,000 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $93,776,000 | 124 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,686,000 | 115 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $1,367,000 | 132 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $11,390,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,092,630,000 | 107 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,459,648,000 | 145 |
| Managed Assets ($) | $1,332,164,000 | 107 |
| Personal trust and agency accounts, managed assets | $335,703,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $78,246,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $94,306,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 788 |
| Corporate trust and agency accounts, managed assets | $5,743,000 | 97 |
| Investment management and investment advisory agency accounts, managed assets | $818,166,000 | 76 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $127,484,000 | 224 |
| Personal trust and agency accounts, non-managed assets | $12,611,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,854,000 | 176 |
| Employee benefit-defined benefit accounts, non-managed Assets | $65,559,000 | 91 |
| Other retirement accounts, non-managed assets | $0 | 853 |
| Corporate trust and agency accounts, non-managed assets | $1,460,000 | 205 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $981,022,000 | 112 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,094,707,000 | 178 |
| Managed Assets ($) | $963,368,000 | 138 |
| Personal trust and agency accounts, managed assets | $303,144,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,543,000 | 209 |
| Employee benefit-defined benefit accounts, managed assets | $12,856,000 | 157 |
| Other employee benefit and retirement-related accounts, managed assets | $48,589,000 | 150 |
| Corporate trust and agency accounts, managed assets | $5,682,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $577,554,000 | 93 |
| 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 | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $131,339,000 | 218 |
| Personal trust and agency accounts, non-managed assets | $584,000 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $104,900,000 | 116 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,400,000 | 146 |
| Other retirement accounts, non-managed assets | $20,273,000 | 135 |
| Corporate trust and agency accounts, non-managed assets | $1,182,000 | 143 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $611,296,000 | 125 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,067,070,000 | 180 |
| Managed Assets ($) | $934,290,000 | 137 |
| Personal trust and agency accounts, managed assets | $305,659,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,574,000 | 204 |
| Employee benefit-defined benefit accounts, managed assets | $12,050,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $47,880,000 | 152 |
| Corporate trust and agency accounts, managed assets | $6,173,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $543,954,000 | 96 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $132,780,000 | 224 |
| Personal trust and agency accounts, non-managed assets | $551,000 | 320 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $106,965,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,270,000 | 156 |
| Other retirement accounts, non-managed assets | $19,805,000 | 140 |
| Corporate trust and agency accounts, non-managed assets | $1,189,000 | 144 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $604,775,000 | 128 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,073,633,000 | 180 |
| Managed Assets ($) | $936,769,000 | 141 |
| Personal trust and agency accounts, managed assets | $310,090,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,221,000 | 203 |
| Employee benefit-defined benefit accounts, managed assets | $12,350,000 | 161 |
| Other employee benefit and retirement-related accounts, managed assets | $47,455,000 | 151 |
| Corporate trust and agency accounts, managed assets | $6,356,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $540,297,000 | 94 |
| 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 | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $136,864,000 | 224 |
| Personal trust and agency accounts, non-managed assets | $559,000 | 323 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $108,159,000 | 118 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,170,000 | 150 |
| Other retirement accounts, non-managed assets | $22,709,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $1,267,000 | 138 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $582,078,000 | 130 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| 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 | $980,263,000 | 188 |
| Managed Assets ($) | $852,479,000 | 150 |
| Personal trust and agency accounts, managed assets | $312,359,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,697,000 | 236 |
| Employee benefit-defined benefit accounts, managed assets | $12,140,000 | 179 |
| Other employee benefit and retirement-related accounts, managed assets | $45,924,000 | 146 |
| Corporate trust and agency accounts, managed assets | $7,228,000 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $455,131,000 | 100 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $127,784,000 | 236 |
| Personal trust and agency accounts, non-managed assets | $564,000 | 706 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $99,681,000 | 125 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,858,000 | 177 |
| Other retirement accounts, non-managed assets | $22,415,000 | 153 |
| Corporate trust and agency accounts, non-managed assets | $1,266,000 | 219 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $631,834,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| 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 | $989,817,000 | 183 |
| Managed Assets ($) | $861,191,000 | 145 |
| Personal trust and agency accounts, managed assets | $315,802,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,094,000 | 196 |
| Employee benefit-defined benefit accounts, managed assets | $12,096,000 | 165 |
| Other employee benefit and retirement-related accounts, managed assets | $42,247,000 | 153 |
| Corporate trust and agency accounts, managed assets | $7,166,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $463,786,000 | 97 |
| 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 | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $128,626,000 | 220 |
| Personal trust and agency accounts, non-managed assets | $585,000 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $98,110,000 | 118 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,852,000 | 148 |
| Other retirement accounts, non-managed assets | $24,815,000 | 125 |
| Corporate trust and agency accounts, non-managed assets | $1,264,000 | 140 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $628,935,000 | 124 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| 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 | $973,204,000 | 179 |
| Managed Assets ($) | $850,891,000 | 141 |
| Personal trust and agency accounts, managed assets | $311,755,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,721,000 | 200 |
| Employee benefit-defined benefit accounts, managed assets | $12,011,000 | 163 |
| Other employee benefit and retirement-related accounts, managed assets | $40,286,000 | 151 |
| Corporate trust and agency accounts, managed assets | $7,352,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $459,766,000 | 97 |
| 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 | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $122,313,000 | 223 |
| Personal trust and agency accounts, non-managed assets | $279,000 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $91,790,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,946,000 | 146 |
| Other retirement accounts, non-managed assets | $25,035,000 | 125 |
| Corporate trust and agency accounts, non-managed assets | $1,263,000 | 142 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $566,769,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| 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 | $897,248,000 | 193 |
| Managed Assets ($) | $840,961,000 | 141 |
| Personal trust and agency accounts, managed assets | $254,008,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $98,277,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 253 |
| Other employee benefit and retirement-related accounts, managed assets | $40,458,000 | 152 |
| Corporate trust and agency accounts, managed assets | $7,168,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $441,050,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $56,287,000 | 275 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $33,914,000 | 182 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $21,036,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $1,337,000 | 139 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $230,965,000 | 168 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
| 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 | $951,150,000 | 187 |
| Managed Assets ($) | $916,484,000 | 131 |
| Personal trust and agency accounts, managed assets | $252,903,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $130,288,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 442 |
| Other employee benefit and retirement-related accounts, managed assets | $40,137,000 | 155 |
| Corporate trust and agency accounts, managed assets | $6,590,000 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $486,559,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $7,000 | 309 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,666,000 | 404 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,010 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,268,000 | 370 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $25,391,000 | 137 |
| Corporate trust and agency accounts, non-managed assets | $2,007,000 | 200 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $399,509,000 | 150 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| 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 | $764,412,000 | 200 |
| Managed Assets ($) | $714,421,000 | 151 |
| Personal trust and agency accounts, managed assets | $260,179,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $130,804,000 | 70 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 243 |
| Other employee benefit and retirement-related accounts, managed assets | $22,073,000 | 212 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $301,365,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $49,991,000 | 283 |
| Personal trust and agency accounts, non-managed assets | $0 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,206,000 | 174 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $3,310,000 | 251 |
| Corporate trust and agency accounts, non-managed assets | $9,452,000 | 112 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $23,000 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $393,270,000 | 150 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| 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 | $755,721,000 | 207 |
| Managed Assets ($) | $705,020,000 | 149 |
| Personal trust and agency accounts, managed assets | $257,189,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $138,529,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $18,079,000 | 224 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $291,223,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $50,701,000 | 291 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $38,678,000 | 172 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $1,722,000 | 282 |
| Corporate trust and agency accounts, non-managed assets | $6,570,000 | 124 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $3,731,000 | 82 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $382,040,000 | 152 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| 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 | $762,084,000 | 204 |
| Managed Assets ($) | $704,188,000 | 153 |
| Personal trust and agency accounts, managed assets | $245,348,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $136,041,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $19,441,000 | 218 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $303,358,000 | 121 |
| 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 | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $57,896,000 | 283 |
| Personal trust and agency accounts, non-managed assets | $0 | 363 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $38,332,000 | 174 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $1,738,000 | 282 |
| Corporate trust and agency accounts, non-managed assets | $6,683,000 | 133 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $11,143,000 | 73 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $406,201,000 | 146 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| 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 | $733,781,000 | 212 |
| Managed Assets ($) | $675,316,000 | 160 |
| Personal trust and agency accounts, managed assets | $246,784,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $135,100,000 | 70 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 448 |
| Other employee benefit and retirement-related accounts, managed assets | $22,209,000 | 221 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $271,223,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $58,465,000 | 338 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,035 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,195,000 | 201 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $1,729,000 | 579 |
| Corporate trust and agency accounts, non-managed assets | $6,555,000 | 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 | $12,986,000 | 90 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $406,192,000 | 154 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| 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 | $715,531,000 | 221 |
| Managed Assets ($) | $661,457,000 | 168 |
| Personal trust and agency accounts, managed assets | $260,617,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $137,136,000 | 70 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 256 |
| Other employee benefit and retirement-related accounts, managed assets | $22,587,000 | 204 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $241,117,000 | 141 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $54,074,000 | 296 |
| Personal trust and agency accounts, non-managed assets | $0 | 370 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $33,006,000 | 189 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $1,589,000 | 296 |
| Corporate trust and agency accounts, non-managed assets | $6,530,000 | 136 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $12,949,000 | 84 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $361,902,000 | 163 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| 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 | $656,134,000 | 235 |
| Managed Assets ($) | $613,998,000 | 178 |
| Personal trust and agency accounts, managed assets | $266,359,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $88,340,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $28,089,000 | 183 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $231,210,000 | 143 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $42,136,000 | 311 |
| Personal trust and agency accounts, non-managed assets | $0 | 377 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,264,000 | 193 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $1,548,000 | 296 |
| Corporate trust and agency accounts, non-managed assets | $8,339,000 | 136 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $985,000 | 117 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $336,771,000 | 170 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| 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 | $422,988,000 | 281 |
| Managed Assets ($) | $383,231,000 | 228 |
| Personal trust and agency accounts, managed assets | $102,433,000 | 277 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $80,263,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 261 |
| Other employee benefit and retirement-related accounts, managed assets | $132,000 | 373 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $200,403,000 | 151 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,757,000 | 321 |
| Personal trust and agency accounts, non-managed assets | $0 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $27,454,000 | 203 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $1,488,000 | 301 |
| Corporate trust and agency accounts, non-managed assets | $8,144,000 | 141 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $2,671,000 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $297,666,000 | 179 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| 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 | $429,733,000 | 281 |
| Managed Assets ($) | $389,360,000 | 225 |
| Personal trust and agency accounts, managed assets | $101,074,000 | 302 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $98,184,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 476 |
| Other employee benefit and retirement-related accounts, managed assets | $138,000 | 775 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $189,964,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $40,373,000 | 389 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,066 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $27,711,000 | 221 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $1,501,000 | 586 |
| Corporate trust and agency accounts, non-managed assets | $8,202,000 | 176 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $2,959,000 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $317,111,000 | 177 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| 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 | $527,083,000 | 239 |
| Managed Assets ($) | $447,525,000 | 201 |
| Personal trust and agency accounts, managed assets | $96,356,000 | 310 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $99,125,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $140,000 | 731 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $28,141,000 | 403 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $223,763,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $79,558,000 | 270 |
| Personal trust and agency accounts, non-managed assets | $0 | 992 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $38,109,000 | 166 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $1,579,000 | 544 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $39,870,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $431,240,000 | 143 |
| 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 |