| 2023-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,804,047,000 | 111 |
| Managed Assets ($) | $2,968,206,000 | 107 |
| Personal trust and agency accounts, managed assets | $1,047,801,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $27,406,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $190,544,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $225,038,000 | 114 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $1,336,273,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | $141,144,000 | 114 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $225,022,000 | 110 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $1,835,841,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $99,830,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,496,201,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $147,513,000 | 45 |
| Other retirement accounts, non-managed assets | $62,054,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $30,243,000 | 89 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 245 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,121,341,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,217,000 | 139 |
| 2023-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,526,397,000 | 114 |
| Managed Assets ($) | $2,829,725,000 | 108 |
| Personal trust and agency accounts, managed assets | $1,102,619,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $21,931,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $205,374,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $207,724,000 | 113 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,160,575,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | $131,502,000 | 114 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $207,723,000 | 109 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,696,672,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $102,799,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,366,710,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $160,605,000 | 44 |
| Other retirement accounts, non-managed assets | $48,027,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $18,531,000 | 80 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 192 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,980,158,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,116,000 | 108 |
| 2023-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,108,097,000 | 119 |
| Managed Assets ($) | $2,369,283,000 | 118 |
| Personal trust and agency accounts, managed assets | $823,654,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $22,653,000 | 139 |
| Employee benefit-defined benefit accounts, managed assets | $214,401,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $153,669,000 | 140 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $1,032,692,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | $122,214,000 | 117 |
| Other fiduciary accounts, managed assets | $0 | 152 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $153,669,000 | 135 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,738,814,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $87,709,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,398,560,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $185,635,000 | 42 |
| Other retirement accounts, non-managed assets | $47,470,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $19,440,000 | 90 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,350,335,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,526,000 | 131 |
| 2023-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,989,692,000 | 127 |
| Managed Assets ($) | $2,339,605,000 | 125 |
| Personal trust and agency accounts, managed assets | $809,705,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $22,081,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $238,590,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $146,133,000 | 149 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $1,005,599,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | $117,497,000 | 122 |
| Other fiduciary accounts, managed assets | $0 | 106 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $146,133,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,650,087,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $87,813,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,309,507,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $184,042,000 | 43 |
| Other retirement accounts, non-managed assets | $48,735,000 | 77 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $19,990,000 | 84 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,327,991,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,853,000 | 127 |
| 2022-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,919,771,000 | 129 |
| Managed Assets ($) | $2,264,993,000 | 126 |
| Personal trust and agency accounts, managed assets | $792,617,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $18,835,000 | 169 |
| Employee benefit-defined benefit accounts, managed assets | $227,266,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $144,022,000 | 150 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $965,763,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $116,490,000 | 124 |
| Other fiduciary accounts, managed assets | $0 | 208 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $144,022,000 | 142 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $1,654,778,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $83,914,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,327,784,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $180,438,000 | 46 |
| Other retirement accounts, non-managed assets | $48,566,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $14,076,000 | 128 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 205 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,269,407,000 | 89 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,328,000 | 173 |
| 2022-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,588,835,000 | 132 |
| Managed Assets ($) | $2,042,816,000 | 128 |
| Personal trust and agency accounts, managed assets | $755,036,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $18,761,000 | 140 |
| Employee benefit-defined benefit accounts, managed assets | $216,661,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $127,924,000 | 154 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $816,806,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | $107,628,000 | 125 |
| Other fiduciary accounts, managed assets | $0 | 103 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $127,923,000 | 146 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,546,019,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $70,775,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,240,206,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $178,695,000 | 47 |
| Other retirement accounts, non-managed assets | $43,481,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $12,862,000 | 97 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,204,922,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,671,000 | 132 |
| 2022-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,749,922,000 | 107 |
| Managed Assets ($) | $2,126,786,000 | 107 |
| Personal trust and agency accounts, managed assets | $810,248,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $19,897,000 | 147 |
| Employee benefit-defined benefit accounts, managed assets | $233,715,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $132,914,000 | 148 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $814,794,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | $115,218,000 | 107 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $132,914,000 | 143 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,623,136,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $76,214,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,299,860,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $189,243,000 | 44 |
| Other retirement accounts, non-managed assets | $44,245,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $13,574,000 | 101 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,285,141,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,946,000 | 146 |
| 2022-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,226,592,000 | 105 |
| Managed Assets ($) | $2,389,286,000 | 105 |
| Personal trust and agency accounts, managed assets | $908,482,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $21,993,000 | 133 |
| Employee benefit-defined benefit accounts, managed assets | $263,726,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $150,512,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $915,289,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $129,284,000 | 107 |
| Other fiduciary accounts, managed assets | $0 | 100 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $150,512,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,837,306,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $91,904,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,473,066,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $205,993,000 | 45 |
| Other retirement accounts, non-managed assets | $47,339,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $19,004,000 | 78 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 136 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,389,286,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,680,000 | 138 |
| 2021-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,500,879,000 | 99 |
| Managed Assets ($) | $2,492,649,000 | 103 |
| Personal trust and agency accounts, managed assets | $959,652,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $22,923,000 | 160 |
| Employee benefit-defined benefit accounts, managed assets | $280,321,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $158,707,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $934,971,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $136,075,000 | 106 |
| Other fiduciary accounts, managed assets | $0 | 216 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $158,707,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $2,008,230,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $107,141,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,611,073,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $219,703,000 | 44 |
| Other retirement accounts, non-managed assets | $49,886,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $20,427,000 | 97 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,466,913,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,036,000 | 187 |
| 2021-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,323,601,000 | 102 |
| Managed Assets ($) | $2,393,914,000 | 104 |
| Personal trust and agency accounts, managed assets | $918,682,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $23,922,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $270,526,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $155,745,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $894,363,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | $130,676,000 | 105 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $155,745,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,929,687,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $87,129,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,563,616,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $217,004,000 | 46 |
| Other retirement accounts, non-managed assets | $42,987,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $18,951,000 | 77 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,416,898,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,853,000 | 135 |
| 2021-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,359,208,000 | 100 |
| Managed Assets ($) | $2,418,576,000 | 104 |
| Personal trust and agency accounts, managed assets | $925,825,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $25,069,000 | 142 |
| Employee benefit-defined benefit accounts, managed assets | $275,783,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $155,799,000 | 148 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $903,537,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | $132,563,000 | 105 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $155,799,000 | 142 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,940,632,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $87,604,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,569,800,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $215,976,000 | 46 |
| Other retirement accounts, non-managed assets | $47,865,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $311,000 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $19,076,000 | 89 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,419,472,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,623,000 | 149 |
| 2021-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,158,283,000 | 101 |
| Managed Assets ($) | $2,324,079,000 | 104 |
| Personal trust and agency accounts, managed assets | $893,297,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $22,389,000 | 138 |
| Employee benefit-defined benefit accounts, managed assets | $266,385,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $148,494,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $865,410,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | $128,104,000 | 103 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $148,494,000 | 141 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,834,204,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $81,808,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,477,635,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $207,179,000 | 46 |
| Other retirement accounts, non-managed assets | $48,103,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $310,000 | 87 |
| Investment management and advisory agency accounts, non-managed assets | $19,169,000 | 79 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,324,841,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,205,000 | 132 |
| 2020-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,065,509,000 | 102 |
| Managed Assets ($) | $2,274,002,000 | 105 |
| Personal trust and agency accounts, managed assets | $871,502,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $23,892,000 | 155 |
| Employee benefit-defined benefit accounts, managed assets | $262,265,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $139,906,000 | 151 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $853,832,000 | 105 |
| Foundation and endowment trust and agency accounts, managed assets | $122,605,000 | 103 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $139,906,000 | 146 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $1,791,507,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $91,511,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,432,635,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $201,035,000 | 49 |
| Other retirement accounts, non-managed assets | $47,899,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $311,000 | 149 |
| Investment management and advisory agency accounts, non-managed assets | $18,116,000 | 100 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,250,999,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,103,000 | 177 |
| 2020-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,724,503,000 | 100 |
| Managed Assets ($) | $2,097,119,000 | 105 |
| Personal trust and agency accounts, managed assets | $808,306,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $22,625,000 | 130 |
| Employee benefit-defined benefit accounts, managed assets | $242,649,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $127,294,000 | 149 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $785,332,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | $110,913,000 | 104 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $127,294,000 | 143 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,627,384,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $88,387,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,295,798,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $188,386,000 | 48 |
| Other retirement accounts, non-managed assets | $37,827,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $310,000 | 87 |
| Investment management and advisory agency accounts, non-managed assets | $16,676,000 | 79 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,176,961,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,034,000 | 145 |
| 2020-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,551,909,000 | 103 |
| Managed Assets ($) | $2,003,971,000 | 108 |
| Personal trust and agency accounts, managed assets | $775,264,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $21,415,000 | 152 |
| Employee benefit-defined benefit accounts, managed assets | $234,423,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $122,205,000 | 152 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $743,652,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $107,012,000 | 104 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $122,205,000 | 144 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,547,938,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $100,788,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,211,624,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $179,321,000 | 49 |
| Other retirement accounts, non-managed assets | $38,859,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $611,000 | 88 |
| Investment management and advisory agency accounts, non-managed assets | $16,735,000 | 90 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,123,219,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,421,000 | 148 |
| 2020-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,163,810,000 | 103 |
| Managed Assets ($) | $1,809,066,000 | 108 |
| Personal trust and agency accounts, managed assets | $701,967,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $20,406,000 | 135 |
| Employee benefit-defined benefit accounts, managed assets | $209,491,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $104,888,000 | 150 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $676,512,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $95,802,000 | 104 |
| Other fiduciary accounts, managed assets | $0 | 108 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $104,888,000 | 141 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,354,744,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $92,098,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,038,214,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $168,375,000 | 49 |
| Other retirement accounts, non-managed assets | $39,117,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $615,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | $16,325,000 | 76 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,039,511,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,398,000 | 138 |
| 2019-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,751,897,000 | 101 |
| Managed Assets ($) | $2,164,738,000 | 105 |
| Personal trust and agency accounts, managed assets | $826,638,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $25,075,000 | 154 |
| Employee benefit-defined benefit accounts, managed assets | $249,781,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $124,393,000 | 151 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $822,842,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | $116,009,000 | 101 |
| Other fiduciary accounts, managed assets | $0 | 218 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $124,393,000 | 143 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $1,587,159,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $107,470,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,231,184,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $187,121,000 | 48 |
| Other retirement accounts, non-managed assets | $41,783,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $5,000 | 196 |
| Investment management and advisory agency accounts, non-managed assets | $19,596,000 | 95 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,146,149,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,067,000 | 169 |
| 2019-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,556,336,000 | 103 |
| Managed Assets ($) | $2,057,798,000 | 108 |
| Personal trust and agency accounts, managed assets | $781,340,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $23,684,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $238,897,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $119,360,000 | 149 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $790,025,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $104,492,000 | 103 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $119,360,000 | 141 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,498,538,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $105,994,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,157,868,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $180,153,000 | 49 |
| Other retirement accounts, non-managed assets | $35,713,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $5,000 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $18,805,000 | 71 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,106,651,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,190,000 | 133 |
| 2019-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,526,718,000 | 102 |
| Managed Assets ($) | $2,038,931,000 | 107 |
| Personal trust and agency accounts, managed assets | $777,997,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $25,281,000 | 141 |
| Employee benefit-defined benefit accounts, managed assets | $237,827,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $118,795,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $774,569,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | $104,462,000 | 100 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $118,795,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,487,787,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $97,620,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,155,395,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $180,617,000 | 49 |
| Other retirement accounts, non-managed assets | $35,282,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $5,000 | 107 |
| Investment management and advisory agency accounts, non-managed assets | $18,868,000 | 79 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,093,661,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,072,000 | 139 |
| 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 | $3,420,372,000 | 102 |
| Managed Assets ($) | $1,982,167,000 | 109 |
| Personal trust and agency accounts, managed assets | $772,978,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $24,951,000 | 142 |
| Employee benefit-defined benefit accounts, managed assets | $200,093,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $117,821,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $761,811,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | $104,513,000 | 97 |
| Other fiduciary accounts, managed assets | $0 | 130 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $117,821,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,438,205,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $92,768,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,110,228,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $178,731,000 | 50 |
| Other retirement accounts, non-managed assets | $37,554,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $10,000 | 107 |
| Investment management and advisory agency accounts, non-managed assets | $18,914,000 | 81 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,014,814,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,164,000 | 133 |
| 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 | $3,257,243,000 | 101 |
| Managed Assets ($) | $1,851,729,000 | 106 |
| Personal trust and agency accounts, managed assets | $722,877,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $22,641,000 | 156 |
| Employee benefit-defined benefit accounts, managed assets | $186,104,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $105,206,000 | 151 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $716,566,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | $98,335,000 | 97 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $105,206,000 | 142 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $1,405,514,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $87,376,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,090,558,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $164,758,000 | 51 |
| Other retirement accounts, non-managed assets | $38,486,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $10,000 | 194 |
| Investment management and advisory agency accounts, non-managed assets | $24,326,000 | 86 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,920,942,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,855,000 | 169 |
| 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 | $3,563,232,000 | 99 |
| Managed Assets ($) | $2,023,374,000 | 103 |
| Personal trust and agency accounts, managed assets | $820,404,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $25,266,000 | 140 |
| Employee benefit-defined benefit accounts, managed assets | $204,054,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $112,822,000 | 151 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $752,876,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | $107,952,000 | 96 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $112,822,000 | 144 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,539,858,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $89,331,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,208,301,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $179,647,000 | 53 |
| Other retirement accounts, non-managed assets | $36,110,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $10,000 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $26,459,000 | 73 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,984,794,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,386,000 | 130 |
| 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 | $3,637,457,000 | 98 |
| Managed Assets ($) | $2,147,433,000 | 98 |
| Personal trust and agency accounts, managed assets | $813,244,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $27,310,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $201,718,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $114,250,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $885,425,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $105,486,000 | 98 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $114,250,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,490,024,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $94,430,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,156,198,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $176,836,000 | 56 |
| Other retirement accounts, non-managed assets | $36,909,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $10,000 | 111 |
| Investment management and advisory agency accounts, non-managed assets | $25,641,000 | 76 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,957,809,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,638,000 | 126 |
| 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 | $3,732,374,000 | 96 |
| Managed Assets ($) | $2,246,829,000 | 98 |
| Personal trust and agency accounts, managed assets | $825,048,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $29,344,000 | 133 |
| Employee benefit-defined benefit accounts, managed assets | $203,606,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $133,450,000 | 128 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $949,783,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | $105,598,000 | 97 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $133,450,000 | 118 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,485,545,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $89,682,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,130,369,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $182,317,000 | 53 |
| Other retirement accounts, non-managed assets | $54,588,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $20,000 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $28,569,000 | 71 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,970,766,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $39,173,000 | 97 |
| 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 | $3,805,597,000 | 95 |
| Managed Assets ($) | $2,286,927,000 | 95 |
| Personal trust and agency accounts, managed assets | $840,928,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $29,136,000 | 143 |
| Employee benefit-defined benefit accounts, managed assets | $198,060,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $136,982,000 | 122 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $972,897,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | $108,924,000 | 98 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $136,982,000 | 112 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $1,518,670,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $92,149,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,128,459,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $185,676,000 | 54 |
| Other retirement accounts, non-managed assets | $57,103,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $21,000 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $55,262,000 | 58 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,983,730,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $40,430,000 | 104 |
| 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 | $3,765,555,000 | 93 |
| Managed Assets ($) | $2,280,329,000 | 92 |
| Personal trust and agency accounts, managed assets | $818,290,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $28,370,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $194,490,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $131,800,000 | 125 |
| Corporate trust and agency accounts, managed assets | $9,445,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $995,876,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $102,058,000 | 96 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $131,800,000 | 114 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,485,226,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $87,958,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,109,575,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $181,718,000 | 55 |
| Other retirement accounts, non-managed assets | $50,669,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $242,000 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $55,064,000 | 56 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,932,329,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,335,000 | 93 |
| 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 | $3,577,282,000 | 94 |
| Managed Assets ($) | $2,184,965,000 | 92 |
| Personal trust and agency accounts, managed assets | $787,465,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $31,411,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $188,816,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $128,657,000 | 123 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $923,229,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $125,387,000 | 89 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $128,657,000 | 112 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,392,317,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $86,837,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,015,053,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $177,518,000 | 55 |
| Other retirement accounts, non-managed assets | $53,762,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $297,000 | 100 |
| Investment management and advisory agency accounts, non-managed assets | $58,850,000 | 54 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,894,642,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $39,354,000 | 98 |
| 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 | $3,406,656,000 | 97 |
| Managed Assets ($) | $2,060,391,000 | 97 |
| Personal trust and agency accounts, managed assets | $783,110,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $31,438,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $186,426,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $127,532,000 | 116 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $807,608,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $124,277,000 | 90 |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $127,532,000 | 107 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,346,265,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $87,047,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $973,166,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $182,838,000 | 53 |
| Other retirement accounts, non-managed assets | $53,890,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $318,000 | 100 |
| Investment management and advisory agency accounts, non-managed assets | $49,006,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,871,459,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,999,000 | 92 |
| 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 | $3,290,280,000 | 96 |
| Managed Assets ($) | $2,012,823,000 | 95 |
| Personal trust and agency accounts, managed assets | $760,238,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $42,712,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $183,218,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $122,933,000 | 115 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $781,785,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | $121,937,000 | 90 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $122,933,000 | 104 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $1,277,457,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $86,183,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $908,357,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $177,202,000 | 54 |
| Other retirement accounts, non-managed assets | $56,876,000 | 71 |
| Corporate trust and agency accounts, non-managed assets | $363,000 | 168 |
| Investment management and advisory agency accounts, non-managed assets | $48,284,000 | 60 |
| Foundation and endowment trust and agency accounts, non-managed assets | $192,000 | 174 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,864,514,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $39,752,000 | 99 |
| 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 | $3,208,101,000 | 96 |
| Managed Assets ($) | $2,015,950,000 | 93 |
| Personal trust and agency accounts, managed assets | $762,761,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $42,984,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $186,992,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $124,916,000 | 114 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $776,806,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | $121,491,000 | 88 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $124,916,000 | 102 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,192,151,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $17,746,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $837,442,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $248,777,000 | 44 |
| Other retirement accounts, non-managed assets | $39,914,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $30,000 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $48,054,000 | 59 |
| Foundation and endowment trust and agency accounts, non-managed assets | $188,000 | 136 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,880,520,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $39,914,000 | 90 |
| 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 | $3,111,890,000 | 99 |
| Managed Assets ($) | $2,004,562,000 | 93 |
| Personal trust and agency accounts, managed assets | $772,934,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $45,324,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $177,571,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $123,464,000 | 114 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $765,000,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $120,269,000 | 85 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $123,464,000 | 103 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,107,328,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $5,774,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $772,088,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $241,468,000 | 45 |
| Other retirement accounts, non-managed assets | $39,175,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $30,000 | 117 |
| Investment management and advisory agency accounts, non-managed assets | $48,601,000 | 61 |
| Foundation and endowment trust and agency accounts, non-managed assets | $192,000 | 142 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,811,287,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $39,175,000 | 88 |
| 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 | $3,156,530,000 | 98 |
| Managed Assets ($) | $1,727,216,000 | 103 |
| Personal trust and agency accounts, managed assets | $534,619,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $43,260,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $176,535,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $114,327,000 | 120 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $754,384,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $104,091,000 | 91 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $114,327,000 | 108 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,429,314,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $233,134,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $852,375,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $234,770,000 | 44 |
| Other retirement accounts, non-managed assets | $45,317,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $1,426,000 | 95 |
| Investment management and advisory agency accounts, non-managed assets | $47,333,000 | 56 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,959,000 | 67 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,782,317,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $45,317,000 | 78 |
| 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 | $3,038,382,000 | 98 |
| Managed Assets ($) | $1,733,987,000 | 101 |
| Personal trust and agency accounts, managed assets | $537,273,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $50,590,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $175,018,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $117,384,000 | 114 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $749,914,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $103,808,000 | 90 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $117,384,000 | 101 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $10,000 | 61 |
| Non-managed Assets ($) | $1,304,395,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $282,992,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $724,975,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $189,097,000 | 53 |
| Other retirement accounts, non-managed assets | $45,528,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $1,426,000 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $45,562,000 | 57 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,815,000 | 69 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,733,308,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $45,528,000 | 79 |
| 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 | $2,952,675,000 | 100 |
| Managed Assets ($) | $1,690,431,000 | 99 |
| Personal trust and agency accounts, managed assets | $534,333,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $54,836,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $173,646,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $117,144,000 | 110 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $708,632,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $101,840,000 | 87 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $117,144,000 | 100 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,262,244,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $276,145,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $694,523,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $186,457,000 | 51 |
| Other retirement accounts, non-managed assets | $43,997,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $1,426,000 | 90 |
| Investment management and advisory agency accounts, non-managed assets | $45,237,000 | 51 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,459,000 | 67 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,690,007,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $43,997,000 | 83 |
| 2015-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,165,131,000 | 99 |
| Managed Assets ($) | $1,789,467,000 | 100 |
| Personal trust and agency accounts, managed assets | $565,889,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $57,879,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $185,354,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $124,925,000 | 111 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $745,187,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $110,233,000 | 87 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $124,925,000 | 100 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,375,664,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $300,691,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $733,322,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $198,796,000 | 50 |
| Other retirement accounts, non-managed assets | $48,885,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $29,830,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | $48,849,000 | 51 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,291,000 | 67 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,682,918,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $48,885,000 | 79 |
| 2015-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,180,030,000 | 98 |
| Managed Assets ($) | $1,777,114,000 | 97 |
| Personal trust and agency accounts, managed assets | $569,673,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $57,660,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $188,472,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $126,374,000 | 110 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $723,151,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $111,784,000 | 84 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $126,374,000 | 98 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,402,916,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $311,537,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $734,691,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $200,233,000 | 51 |
| Other retirement accounts, non-managed assets | $52,393,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $37,020,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $48,122,000 | 50 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,920,000 | 62 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,720,946,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $52,393,000 | 75 |
| 2014-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,153,121,000 | 96 |
| Managed Assets ($) | $1,766,664,000 | 98 |
| Personal trust and agency accounts, managed assets | $563,528,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $56,072,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $183,625,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $127,102,000 | 107 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $723,560,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $112,777,000 | 80 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $127,102,000 | 95 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $185,000 | 60 |
| Non-managed Assets ($) | $1,386,457,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $315,207,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $757,995,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $164,268,000 | 57 |
| Other retirement accounts, non-managed assets | $50,081,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $32,154,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | $47,806,000 | 49 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,946,000 | 63 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,714,397,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $50,081,000 | 83 |
| 2014-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,047,106,000 | 96 |
| Managed Assets ($) | $1,828,012,000 | 92 |
| Personal trust and agency accounts, managed assets | $659,728,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $55,307,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $183,631,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $126,852,000 | 105 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $679,958,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | $122,536,000 | 76 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $126,852,000 | 94 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,219,094,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $221,541,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $737,697,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $94,295,000 | 64 |
| Other retirement accounts, non-managed assets | $48,524,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $32,380,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $76,874,000 | 42 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,783,000 | 83 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,660,960,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $48,524,000 | 76 |
| 2014-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,055,314,000 | 93 |
| Managed Assets ($) | $1,825,969,000 | 93 |
| Personal trust and agency accounts, managed assets | $673,125,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $56,095,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $188,261,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $121,372,000 | 104 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $663,604,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $123,512,000 | 74 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $121,372,000 | 95 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,229,345,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $229,472,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $723,416,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $91,371,000 | 63 |
| Other retirement accounts, non-managed assets | $45,897,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $32,713,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $98,667,000 | 36 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,809,000 | 82 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,642,611,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $45,897,000 | 82 |
| 2014-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,002,855,000 | 93 |
| Managed Assets ($) | $1,773,998,000 | 94 |
| Personal trust and agency accounts, managed assets | $664,018,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $55,675,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $182,437,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $118,888,000 | 103 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $628,543,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | $124,437,000 | 72 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $118,888,000 | 92 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,228,857,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $225,361,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $747,383,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $88,592,000 | 65 |
| Other retirement accounts, non-managed assets | $44,678,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $22,876,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $96,614,000 | 36 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,353,000 | 97 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,631,227,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $44,678,000 | 85 |
| 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 | $2,788,633,000 | 101 |
| Managed Assets ($) | $1,688,708,000 | 97 |
| Personal trust and agency accounts, managed assets | $634,241,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $52,900,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $167,053,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $109,930,000 | 110 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $593,193,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | $131,391,000 | 69 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $109,930,000 | 98 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $208,000 | 61 |
| Non-managed Assets ($) | $1,099,925,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $190,560,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $666,782,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $83,322,000 | 67 |
| Other retirement accounts, non-managed assets | $47,966,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $12,139,000 | 92 |
| Investment management and advisory agency accounts, non-managed assets | $96,180,000 | 35 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,976,000 | 109 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,611,850,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $47,966,000 | 87 |
| 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 | $2,788,633,000 | 97 |
| Managed Assets ($) | $1,688,708,000 | 93 |
| Personal trust and agency accounts, managed assets | $634,241,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $52,900,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $167,053,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $109,930,000 | 104 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $593,193,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | $131,391,000 | 67 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $109,930,000 | 93 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,099,925,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $190,560,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $666,782,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $83,322,000 | 68 |
| Other retirement accounts, non-managed assets | $47,966,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $12,139,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | $96,180,000 | 31 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,976,000 | 94 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,611,850,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $47,966,000 | 80 |
| 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 | $2,691,306,000 | 99 |
| Managed Assets ($) | $1,646,145,000 | 94 |
| Personal trust and agency accounts, managed assets | $627,032,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $50,651,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $163,773,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $104,440,000 | 103 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $571,906,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | $128,343,000 | 68 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $104,440,000 | 91 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,045,161,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $185,328,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $609,965,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $80,140,000 | 67 |
| Other retirement accounts, non-managed assets | $56,716,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $12,145,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | $98,114,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,753,000 | 94 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,598,276,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $56,716,000 | 75 |
| 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 | $2,772,095,000 | 97 |
| Managed Assets ($) | $1,911,768,000 | 86 |
| Personal trust and agency accounts, managed assets | $787,283,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $91,606,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $163,357,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $116,916,000 | 95 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $625,375,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $127,231,000 | 70 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $116,916,000 | 84 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $860,327,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $52,505,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $638,130,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $80,764,000 | 67 |
| Other retirement accounts, non-managed assets | $41,571,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $7,517,000 | 78 |
| Investment management and advisory agency accounts, non-managed assets | $37,027,000 | 57 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,813,000 | 96 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,611,560,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $41,455,000 | 87 |
| 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 | $1,839,501,000 | 119 |
| Managed Assets ($) | $1,094,361,000 | 118 |
| Personal trust and agency accounts, managed assets | $293,203,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $49,861,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $154,222,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $76,997,000 | 137 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $400,301,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | $119,777,000 | 71 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $76,997,000 | 119 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $231,000 | 68 |
| Non-managed Assets ($) | $745,140,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $49,010,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $555,669,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $76,781,000 | 68 |
| Other retirement accounts, non-managed assets | $18,774,000 | 155 |
| Corporate trust and agency accounts, non-managed assets | $2,415,000 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $39,673,000 | 57 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,818,000 | 107 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,521,671,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,774,000 | 181 |
| 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 | $1,834,090,000 | 118 |
| Managed Assets ($) | $1,089,875,000 | 119 |
| Personal trust and agency accounts, managed assets | $293,133,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $49,251,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $152,864,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $75,966,000 | 137 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $399,454,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | $119,207,000 | 69 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $75,966,000 | 117 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $744,215,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $3,721,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $532,579,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $76,371,000 | 69 |
| Other retirement accounts, non-managed assets | $19,610,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $72,271,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | $36,869,000 | 52 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,794,000 | 91 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,557,294,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,610,000 | 132 |
| 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 | $1,748,705,000 | 119 |
| Managed Assets ($) | $1,053,529,000 | 117 |
| Personal trust and agency accounts, managed assets | $279,255,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $47,299,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $155,386,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $73,516,000 | 138 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $382,472,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $115,601,000 | 67 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $73,516,000 | 118 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $695,176,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $2,689,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $500,482,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $62,551,000 | 74 |
| Other retirement accounts, non-managed assets | $19,202,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $72,514,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | $35,104,000 | 51 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,634,000 | 92 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,507,769,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,202,000 | 131 |
| 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 | $1,811,519,000 | 117 |
| Managed Assets ($) | $1,085,924,000 | 115 |
| Personal trust and agency accounts, managed assets | $305,264,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $47,704,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $161,071,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $74,385,000 | 135 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $378,902,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | $118,598,000 | 67 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $74,385,000 | 115 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $725,595,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $2,723,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $520,974,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $63,700,000 | 74 |
| Other retirement accounts, non-managed assets | $20,417,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $72,698,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | $42,575,000 | 46 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,508,000 | 92 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,474,558,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,417,000 | 129 |
| 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 | $1,688,520,000 | 118 |
| Managed Assets ($) | $1,034,069,000 | 116 |
| Personal trust and agency accounts, managed assets | $292,283,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $44,693,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $147,577,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $67,356,000 | 133 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $370,073,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $112,087,000 | 66 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $67,356,000 | 118 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $244,000 | 64 |
| Non-managed Assets ($) | $654,451,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $1,966,000 | 457 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $474,748,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $59,160,000 | 76 |
| Other retirement accounts, non-managed assets | $22,106,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $63,459,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | $30,517,000 | 57 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,495,000 | 103 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,658,066,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,106,000 | 157 |
| 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 | $1,609,147,000 | 122 |
| Managed Assets ($) | $1,047,108,000 | 116 |
| Personal trust and agency accounts, managed assets | $277,570,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $44,014,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $139,278,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $62,550,000 | 139 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $413,352,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $108,855,000 | 67 |
| Other fiduciary accounts, managed assets | $1,489,000 | 70 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $42,318,000 | 168 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $562,039,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $1,910,000 | 253 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $439,555,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $56,616,000 | 74 |
| Other retirement accounts, non-managed assets | $20,219,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,321,000 | 90 |
| Other fiduciary accounts, non-managed assets | $41,417,000 | 36 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,428,210,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,755,000 | 128 |
| 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 | $1,667,570,000 | 123 |
| Managed Assets ($) | $1,050,873,000 | 121 |
| Personal trust and agency accounts, managed assets | $237,912,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $48,269,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $156,104,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $63,873,000 | 146 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $423,474,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $119,752,000 | 64 |
| Other fiduciary accounts, managed assets | $1,489,000 | 71 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $46,465,000 | 164 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $616,697,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $4,169,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $478,218,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $62,996,000 | 73 |
| Other retirement accounts, non-managed assets | $22,567,000 | 111 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 133 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,540,000 | 87 |
| Other fiduciary accounts, non-managed assets | $46,206,000 | 38 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,438,335,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,083,000 | 121 |
| 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 | $1,675,732,000 | 123 |
| Managed Assets ($) | $1,063,328,000 | 117 |
| Personal trust and agency accounts, managed assets | $229,854,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $45,858,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $157,191,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $73,182,000 | 127 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $435,637,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | $120,116,000 | 63 |
| Other fiduciary accounts, managed assets | $1,490,000 | 73 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $47,399,000 | 152 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $612,404,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $4,084,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $480,244,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $45,759,000 | 76 |
| Other retirement accounts, non-managed assets | $34,005,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $206,000 | 122 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,557,000 | 87 |
| Other fiduciary accounts, non-managed assets | $45,549,000 | 38 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,415,366,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,269,000 | 125 |
| 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 | $1,626,311,000 | 125 |
| Managed Assets ($) | $1,023,854,000 | 117 |
| Personal trust and agency accounts, managed assets | $219,383,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $42,604,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $152,130,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $70,885,000 | 125 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $420,195,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | $117,141,000 | 60 |
| Other fiduciary accounts, managed assets | $1,516,000 | 115 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $47,225,000 | 151 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $120,095,000 | 44 |
| Non-managed Assets ($) | $602,457,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $2,800,000 | 423 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $471,863,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $44,803,000 | 82 |
| Other retirement accounts, non-managed assets | $35,676,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $205,000 | 230 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,712,000 | 103 |
| Other fiduciary accounts, non-managed assets | $44,398,000 | 41 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,440,958,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,012,000 | 159 |
| 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 | $1,507,007,000 | 127 |
| Managed Assets ($) | $928,767,000 | 126 |
| Personal trust and agency accounts, managed assets | $183,815,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $38,779,000 | 130 |
| Employee benefit-defined benefit accounts, managed assets | $142,571,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $59,194,000 | 139 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $385,195,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | $117,697,000 | 62 |
| Other fiduciary accounts, managed assets | $1,516,000 | 72 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $45,820,000 | 146 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $578,240,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $16,738,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $436,552,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,536,000 | 79 |
| Other retirement accounts, non-managed assets | $37,528,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $220,000 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,583,000 | 87 |
| Other fiduciary accounts, non-managed assets | $42,083,000 | 38 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,458,831,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,796,000 | 113 |
| 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 | $1,353,975,000 | 128 |
| Managed Assets ($) | $825,967,000 | 126 |
| Personal trust and agency accounts, managed assets | $167,544,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $36,840,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $132,158,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $54,637,000 | 138 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $323,794,000 | 111 |
| Foundation and endowment trust and agency accounts, managed assets | $109,479,000 | 59 |
| Other fiduciary accounts, managed assets | $1,515,000 | 72 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $45,016,000 | 138 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $528,008,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $15,561,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $395,931,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,913,000 | 80 |
| Other retirement accounts, non-managed assets | $35,747,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $220,000 | 130 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,465,000 | 87 |
| Other fiduciary accounts, non-managed assets | $39,171,000 | 37 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,420,060,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,220,000 | 111 |
| 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 | $1,478,197,000 | 126 |
| Managed Assets ($) | $913,854,000 | 121 |
| Personal trust and agency accounts, managed assets | $182,990,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $37,685,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $143,037,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $55,911,000 | 143 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $375,458,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $117,259,000 | 59 |
| Other fiduciary accounts, managed assets | $1,514,000 | 72 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $48,253,000 | 134 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $564,343,000 | 107 |
| Personal trust and agency accounts, non-managed assets | $16,729,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $419,677,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,376,000 | 79 |
| Other retirement accounts, non-managed assets | $42,099,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $220,000 | 129 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,576,000 | 91 |
| Other fiduciary accounts, non-managed assets | $41,666,000 | 37 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,391,467,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,251,000 | 100 |
| 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 | $1,429,003,000 | 129 |
| Managed Assets ($) | $898,123,000 | 122 |
| Personal trust and agency accounts, managed assets | $179,304,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $36,670,000 | 138 |
| Employee benefit-defined benefit accounts, managed assets | $138,875,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $52,834,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $373,495,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | $115,399,000 | 58 |
| Other fiduciary accounts, managed assets | $1,546,000 | 118 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $45,806,000 | 137 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $530,880,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $11,677,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $395,390,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,229,000 | 82 |
| Other retirement accounts, non-managed assets | $40,356,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $220,000 | 244 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,473,000 | 104 |
| Other fiduciary accounts, non-managed assets | $40,535,000 | 43 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,391,481,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,257,000 | 146 |
| 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 | $1,381,857,000 | 129 |
| Managed Assets ($) | $876,823,000 | 121 |
| Personal trust and agency accounts, managed assets | $274,939,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $36,339,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $127,113,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $51,349,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $385,555,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,528,000 | 74 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $505,034,000 | 115 |
| Personal trust and agency accounts, non-managed assets | $12,214,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $372,239,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $43,788,000 | 80 |
| Other retirement accounts, non-managed assets | $39,806,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $220,000 | 130 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $36,767,000 | 47 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,406,450,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,273,515,000 | 134 |
| Managed Assets ($) | $823,291,000 | 122 |
| Personal trust and agency accounts, managed assets | $255,395,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $35,054,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $114,529,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $47,971,000 | 146 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $368,815,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,527,000 | 77 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $450,224,000 | 119 |
| Personal trust and agency accounts, non-managed assets | $11,032,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $330,242,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,661,000 | 81 |
| Other retirement accounts, non-managed assets | $36,025,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $221,000 | 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 | $34,043,000 | 47 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,371,956,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,184,223,000 | 134 |
| Managed Assets ($) | $785,816,000 | 123 |
| Personal trust and agency accounts, managed assets | $240,279,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $32,233,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $104,426,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $44,182,000 | 146 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $363,169,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,527,000 | 78 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $398,407,000 | 121 |
| Personal trust and agency accounts, non-managed assets | $9,497,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $290,078,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $34,156,000 | 83 |
| Other retirement accounts, non-managed assets | $34,016,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $26,000 | 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 | $30,634,000 | 49 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,351,710,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,241,523,000 | 135 |
| Managed Assets ($) | $826,294,000 | 123 |
| Personal trust and agency accounts, managed assets | $256,589,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $34,725,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $100,871,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $46,486,000 | 146 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $386,013,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,610,000 | 128 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $415,229,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $8,540,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $299,504,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $37,880,000 | 90 |
| Other retirement accounts, non-managed assets | $35,579,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $26,000 | 303 |
| 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 | $33,700,000 | 58 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,380,085,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,374,668,000 | 132 |
| Managed Assets ($) | $876,046,000 | 127 |
| Personal trust and agency accounts, managed assets | $284,228,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $23,470,000 | 171 |
| Employee benefit-defined benefit accounts, managed assets | $107,038,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $51,754,000 | 148 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $407,955,000 | 113 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,601,000 | 89 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $498,622,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $9,647,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $338,123,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $75,596,000 | 75 |
| Other retirement accounts, non-managed assets | $40,530,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $26,000 | 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 | $34,700,000 | 53 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,377,160,000 | 90 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,411,113,000 | 141 |
| Managed Assets ($) | $915,347,000 | 135 |
| Personal trust and agency accounts, managed assets | $294,314,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $44,735,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $111,813,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $51,796,000 | 156 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $411,097,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,592,000 | 88 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $495,766,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $16,489,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $323,698,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $77,832,000 | 78 |
| Other retirement accounts, non-managed assets | $41,606,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $47,000 | 158 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $36,094,000 | 54 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,362,773,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,431,513,000 | 141 |
| Managed Assets ($) | $930,264,000 | 138 |
| Personal trust and agency accounts, managed assets | $298,727,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $46,134,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $113,361,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $48,109,000 | 162 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $422,348,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,585,000 | 95 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $501,249,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $16,896,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $326,171,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $79,739,000 | 81 |
| Other retirement accounts, non-managed assets | $39,414,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $16,000 | 162 |
| 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 | $39,013,000 | 57 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,368,940,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,479,142,000 | 141 |
| Managed Assets ($) | $959,297,000 | 136 |
| Personal trust and agency accounts, managed assets | $307,421,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $48,768,000 | 133 |
| Employee benefit-defined benefit accounts, managed assets | $118,375,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $46,889,000 | 169 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $436,196,000 | 113 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,648,000 | 142 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $519,845,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $17,676,000 | 237 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $333,750,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $83,385,000 | 85 |
| Other retirement accounts, non-managed assets | $42,573,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $17,000 | 317 |
| 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 | $42,444,000 | 56 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,322,638,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,387,234,000 | 149 |
| Managed Assets ($) | $966,336,000 | 138 |
| Personal trust and agency accounts, managed assets | $310,809,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $47,854,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $117,713,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $47,189,000 | 168 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $441,138,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,633,000 | 88 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $420,898,000 | 131 |
| Personal trust and agency accounts, non-managed assets | $17,956,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $310,627,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,904,000 | 128 |
| Other retirement accounts, non-managed assets | $43,046,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $17,000 | 165 |
| 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 | $40,348,000 | 53 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,283,849,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,347,686,000 | 157 |
| Managed Assets ($) | $941,173,000 | 142 |
| Personal trust and agency accounts, managed assets | $303,474,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $43,547,000 | 141 |
| Employee benefit-defined benefit accounts, managed assets | $109,423,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $43,780,000 | 176 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $439,338,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,611,000 | 90 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $406,513,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $18,238,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $305,274,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $43,202,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $122,000 | 164 |
| 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 | $39,677,000 | 51 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,217,377,000 | 101 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,158,847,000 | 170 |
| Managed Assets ($) | $921,357,000 | 142 |
| Personal trust and agency accounts, managed assets | $291,404,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $41,616,000 | 142 |
| Employee benefit-defined benefit accounts, managed assets | $104,757,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $42,134,000 | 172 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $439,854,000 | 111 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,592,000 | 87 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $237,490,000 | 167 |
| Personal trust and agency accounts, non-managed assets | $23,816,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $134,374,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $41,201,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $2,000 | 175 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $38,097,000 | 49 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,210,478,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,260,544,000 | 162 |
| Managed Assets ($) | $893,313,000 | 143 |
| Personal trust and agency accounts, managed assets | $291,254,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $38,609,000 | 162 |
| Employee benefit-defined benefit accounts, managed assets | $105,278,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $42,032,000 | 170 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $414,514,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,626,000 | 129 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $367,231,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $23,863,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $262,710,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $39,412,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $41,246,000 | 56 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,220,997,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,190,072,000 | 166 |
| Managed Assets ($) | $843,769,000 | 149 |
| Personal trust and agency accounts, managed assets | $278,408,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $32,158,000 | 160 |
| Employee benefit-defined benefit accounts, managed assets | $86,269,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $39,541,000 | 170 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $405,623,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,770,000 | 85 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $346,303,000 | 146 |
| Personal trust and agency accounts, non-managed assets | $21,386,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $244,038,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $38,250,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $42,629,000 | 49 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,210,596,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,142,165,000 | 172 |
| Managed Assets ($) | $813,882,000 | 158 |
| Personal trust and agency accounts, managed assets | $269,061,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $32,197,000 | 161 |
| Employee benefit-defined benefit accounts, managed assets | $83,751,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $36,223,000 | 180 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $390,901,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,749,000 | 90 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $328,283,000 | 154 |
| Personal trust and agency accounts, non-managed assets | $21,309,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $229,182,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $36,920,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $50,000 | 170 |
| 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 | $40,822,000 | 55 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,177,241,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,148,262,000 | 169 |
| Managed Assets ($) | $819,120,000 | 155 |
| Personal trust and agency accounts, managed assets | $271,497,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $32,389,000 | 169 |
| Employee benefit-defined benefit accounts, managed assets | $83,997,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $35,632,000 | 180 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $393,875,000 | 113 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,730,000 | 93 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $329,142,000 | 156 |
| Personal trust and agency accounts, non-managed assets | $19,087,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $230,489,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $38,281,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $41,285,000 | 54 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,171,167,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,066,164,000 | 176 |
| Managed Assets ($) | $814,081,000 | 158 |
| Personal trust and agency accounts, managed assets | $243,427,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $32,812,000 | 187 |
| Employee benefit-defined benefit accounts, managed assets | $76,941,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $32,420,000 | 187 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $428,481,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $252,083,000 | 177 |
| Personal trust and agency accounts, non-managed assets | $19,230,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $196,685,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $36,166,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $2,000 | 372 |
| 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 | $1,140,117,000 | 101 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,044,315,000 | 177 |
| Managed Assets ($) | $797,683,000 | 157 |
| Personal trust and agency accounts, managed assets | $247,983,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $32,620,000 | 172 |
| Employee benefit-defined benefit accounts, managed assets | $74,510,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $33,118,000 | 175 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $409,452,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $246,632,000 | 173 |
| Personal trust and agency accounts, non-managed assets | $13,681,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $196,479,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
| Other retirement accounts, non-managed assets | $36,469,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $3,000 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,123,307,000 | 100 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $992,333,000 | 178 |
| Managed Assets ($) | $755,668,000 | 161 |
| Personal trust and agency accounts, managed assets | $242,360,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $30,271,000 | 179 |
| Employee benefit-defined benefit accounts, managed assets | $71,939,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $32,501,000 | 174 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $378,597,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $236,665,000 | 177 |
| Personal trust and agency accounts, non-managed assets | $14,542,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $187,043,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $35,077,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $3,000 | 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 | $0 | 135 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,074,306,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $984,611,000 | 181 |
| Managed Assets ($) | $753,073,000 | 159 |
| Personal trust and agency accounts, managed assets | $243,537,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $29,795,000 | 181 |
| Employee benefit-defined benefit accounts, managed assets | $72,786,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $31,116,000 | 182 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $375,839,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $231,538,000 | 181 |
| Personal trust and agency accounts, non-managed assets | $9,962,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $187,269,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $34,305,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $2,000 | 191 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,025,791,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $983,306,000 | 181 |
| Managed Assets ($) | $743,790,000 | 154 |
| Personal trust and agency accounts, managed assets | $245,146,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $30,848,000 | 199 |
| Employee benefit-defined benefit accounts, managed assets | $73,541,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $30,916,000 | 184 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $363,339,000 | 111 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $239,516,000 | 183 |
| Personal trust and agency accounts, non-managed assets | $11,443,000 | 275 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $191,923,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $36,137,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $13,000 | 348 |
| 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 | $1,062,073,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $901,217,000 | 186 |
| Managed Assets ($) | $684,276,000 | 160 |
| Personal trust and agency accounts, managed assets | $226,139,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $28,914,000 | 180 |
| Employee benefit-defined benefit accounts, managed assets | $68,894,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $29,320,000 | 179 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $331,009,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $216,941,000 | 188 |
| Personal trust and agency accounts, non-managed assets | $7,164,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $176,237,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $33,507,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $33,000 | 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 | $0 | 125 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,025,787,000 | 113 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | 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 | $891,160,000 | 190 |
| Managed Assets ($) | $678,534,000 | 160 |
| Personal trust and agency accounts, managed assets | $234,110,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $28,656,000 | 185 |
| Employee benefit-defined benefit accounts, managed assets | $68,978,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $26,554,000 | 186 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $320,236,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $212,626,000 | 190 |
| Personal trust and agency accounts, non-managed assets | $5,645,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $172,684,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $34,054,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $243,000 | 163 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $925,837,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $889,519,000 | 190 |
| Managed Assets ($) | $674,792,000 | 162 |
| Personal trust and agency accounts, managed assets | $237,109,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $27,763,000 | 187 |
| Employee benefit-defined benefit accounts, managed assets | $69,698,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $26,343,000 | 191 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $313,879,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $214,727,000 | 191 |
| Personal trust and agency accounts, non-managed assets | $6,446,000 | 246 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $172,744,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $35,524,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $13,000 | 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 | $0 | 133 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $880,798,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $897,293,000 | 187 |
| Managed Assets ($) | $658,063,000 | 168 |
| Personal trust and agency accounts, managed assets | $233,868,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $26,453,000 | 212 |
| Employee benefit-defined benefit accounts, managed assets | $69,252,000 | 90 |
| Other employee benefit and retirement-related accounts, managed assets | $26,243,000 | 196 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $302,247,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $239,230,000 | 186 |
| Personal trust and agency accounts, non-managed assets | $5,931,000 | 379 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $197,572,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $35,705,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $22,000 | 369 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $857,921,000 | 122 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $802,161,000 | 205 |
| Managed Assets ($) | $607,650,000 | 179 |
| Personal trust and agency accounts, managed assets | $218,516,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $25,205,000 | 202 |
| Employee benefit-defined benefit accounts, managed assets | $61,079,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $25,504,000 | 193 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $277,346,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $194,511,000 | 205 |
| Personal trust and agency accounts, non-managed assets | $4,603,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $156,354,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $33,511,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $43,000 | 188 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $838,885,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $746,956,000 | 218 |
| Managed Assets ($) | $567,376,000 | 189 |
| Personal trust and agency accounts, managed assets | $213,140,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $24,964,000 | 203 |
| Employee benefit-defined benefit accounts, managed assets | $60,269,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $24,673,000 | 195 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $244,330,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $179,580,000 | 206 |
| Personal trust and agency accounts, non-managed assets | $416,000 | 350 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $147,216,000 | 110 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $31,905,000 | 122 |
| Corporate trust and agency accounts, non-managed assets | $43,000 | 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 | $0 | 159 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $823,492,000 | 124 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $650,521,000 | 235 |
| Managed Assets ($) | $650,521,000 | 170 |
| Personal trust and agency accounts, managed assets | $194,720,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $158,641,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $56,672,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $34,433,000 | 149 |
| Corporate trust and agency accounts, managed assets | $77,000 | 124 |
| Investment management and investment advisory agency accounts, managed assets | $205,978,000 | 148 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 458 |
| 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 | $0 | 359 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $0 | 354 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $793,967,000 | 125 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $621,854,000 | 240 |
| Managed Assets ($) | $621,854,000 | 174 |
| Personal trust and agency accounts, managed assets | $191,570,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $159,535,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $54,782,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $34,839,000 | 157 |
| Corporate trust and agency accounts, managed assets | $32,000 | 325 |
| Investment management and investment advisory agency accounts, managed assets | $181,096,000 | 155 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,452 |
| 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 | $0 | 762 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $0 | 883 |
| 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 | $0 | 299 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $792,792,000 | 128 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $679,491,000 | 211 |
| Managed Assets ($) | $672,357,000 | 157 |
| Personal trust and agency accounts, managed assets | $220,386,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $167,389,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $52,333,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $38,312,000 | 138 |
| Corporate trust and agency accounts, managed assets | $14,516,000 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $176,418,000 | 148 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,003,000 | 139 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,134,000 | 693 |
| 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 | $0 | 725 |
| Employee benefit-defined benefit accounts, non-managed Assets | $576,000 | 238 |
| Other retirement accounts, non-managed assets | $4,253,000 | 391 |
| Corporate trust and agency accounts, non-managed assets | $2,305,000 | 235 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $665,292,000 | 121 |
| 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 |
