Home > People's United Bank > Total Fiduciary and Related Assets
People's United Bank, Total Fiduciary and Related Assets
| 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 | $4,229,270,000 | 104 |
| Managed Assets ($) | $3,660,182,000 | 85 |
| Personal trust and agency accounts, managed assets | $1,059,836,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $49,519,000 | 96 |
| Employee benefit-defined benefit accounts, managed assets | $931,180,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $500,910,000 | 63 |
| Corporate trust and agency accounts, managed assets | $30,419,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $963,515,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $124,803,000 | 108 |
| 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 | $500,910,000 | 56 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $569,088,000 | 121 |
| Personal trust and agency accounts, non-managed assets | $47,950,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $397,489,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $33,492,000 | 74 |
| Other retirement accounts, non-managed assets | $26,640,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $23,845,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $16,508,000 | 83 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,164,000 | 54 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,446,511,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,640,000 | 121 |
| 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 | $4,594,776,000 | 98 |
| Managed Assets ($) | $3,947,841,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,175,305,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,066,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $1,001,419,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $558,565,000 | 58 |
| Corporate trust and agency accounts, managed assets | $30,232,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $1,025,486,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | $109,768,000 | 122 |
| 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 | $558,565,000 | 52 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $646,935,000 | 122 |
| Personal trust and agency accounts, non-managed assets | $30,489,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $429,974,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $55,554,000 | 75 |
| Other retirement accounts, non-managed assets | $38,805,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $24,324,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | $20,947,000 | 94 |
| Foundation and endowment trust and agency accounts, non-managed assets | $46,842,000 | 41 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,702,924,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,805,000 | 125 |
| 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 | $4,484,223,000 | 98 |
| Managed Assets ($) | $3,870,053,000 | 79 |
| Personal trust and agency accounts, managed assets | $1,154,948,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,484,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $963,294,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $568,251,000 | 54 |
| Corporate trust and agency accounts, managed assets | $30,415,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $982,140,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | $125,521,000 | 109 |
| 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 | $568,251,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $614,170,000 | 121 |
| Personal trust and agency accounts, non-managed assets | $24,897,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $420,549,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $60,371,000 | 74 |
| Other retirement accounts, non-managed assets | $27,963,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $25,627,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | $16,007,000 | 82 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,756,000 | 43 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,476,174,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,963,000 | 117 |
| 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 | $4,579,034,000 | 97 |
| Managed Assets ($) | $3,940,668,000 | 73 |
| Personal trust and agency accounts, managed assets | $1,166,435,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,315,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $976,979,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $577,830,000 | 53 |
| Corporate trust and agency accounts, managed assets | $32,329,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $1,013,925,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | $127,855,000 | 109 |
| 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 | $577,830,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $638,366,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $28,267,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $438,716,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $61,161,000 | 75 |
| Other retirement accounts, non-managed assets | $29,880,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $24,194,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $8,748,000 | 120 |
| Foundation and endowment trust and agency accounts, non-managed assets | $47,400,000 | 37 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,134,118,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,880,000 | 127 |
| 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 | $4,520,326,000 | 94 |
| Managed Assets ($) | $3,776,752,000 | 73 |
| Personal trust and agency accounts, managed assets | $1,134,650,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,820,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $934,505,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $558,420,000 | 53 |
| Corporate trust and agency accounts, managed assets | $32,168,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $949,844,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | $124,345,000 | 105 |
| 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 | $558,420,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $743,574,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $28,015,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $434,482,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $151,996,000 | 50 |
| Other retirement accounts, non-managed assets | $27,726,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $27,357,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | $25,619,000 | 65 |
| Foundation and endowment trust and agency accounts, non-managed assets | $48,379,000 | 36 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,663,426,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,726,000 | 119 |
| 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 | $4,418,125,000 | 97 |
| Managed Assets ($) | $3,689,721,000 | 76 |
| Personal trust and agency accounts, managed assets | $1,143,964,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,394,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $880,450,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $551,657,000 | 52 |
| Corporate trust and agency accounts, managed assets | $32,321,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $918,021,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | $121,914,000 | 105 |
| 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 | $551,657,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $728,404,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $28,430,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $426,278,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $149,897,000 | 54 |
| Other retirement accounts, non-managed assets | $27,391,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $27,444,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $24,715,000 | 84 |
| Foundation and endowment trust and agency accounts, non-managed assets | $44,249,000 | 43 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,958,281,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,391,000 | 157 |
| 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 | $4,254,727,000 | 94 |
| Managed Assets ($) | $3,449,790,000 | 76 |
| Personal trust and agency accounts, managed assets | $1,083,126,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,924,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $803,308,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $515,814,000 | 53 |
| Corporate trust and agency accounts, managed assets | $12,877,000 | 26 |
| Investment management and investment advisory agency accounts, managed assets | $883,000,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | $113,741,000 | 101 |
| 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 | $515,814,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $804,937,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $44,783,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $426,032,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $139,089,000 | 52 |
| Other retirement accounts, non-managed assets | $27,832,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $13,457,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | $8,281,000 | 106 |
| Foundation and endowment trust and agency accounts, non-managed assets | $145,463,000 | 26 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,193,027,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,832,000 | 118 |
| 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 | $4,126,513,000 | 95 |
| Managed Assets ($) | $3,321,055,000 | 77 |
| Personal trust and agency accounts, managed assets | $1,041,611,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,486,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $762,761,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $493,987,000 | 52 |
| Corporate trust and agency accounts, managed assets | $13,702,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $859,827,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $113,681,000 | 98 |
| 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 | $493,987,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $805,458,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $38,960,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $411,191,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $133,255,000 | 55 |
| Other retirement accounts, non-managed assets | $22,295,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $13,487,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $2,957,000 | 157 |
| Foundation and endowment trust and agency accounts, non-managed assets | $183,313,000 | 23 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,190,704,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,295,000 | 137 |
| 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 | $3,699,816,000 | 97 |
| Managed Assets ($) | $2,986,724,000 | 78 |
| Personal trust and agency accounts, managed assets | $945,911,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,362,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $668,015,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $441,596,000 | 50 |
| Corporate trust and agency accounts, managed assets | $14,536,000 | 26 |
| Investment management and investment advisory agency accounts, managed assets | $782,394,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | $103,910,000 | 98 |
| 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 | $441,596,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $713,092,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $38,908,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $348,497,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $124,132,000 | 53 |
| Other retirement accounts, non-managed assets | $20,579,000 | 111 |
| Corporate trust and agency accounts, non-managed assets | $13,463,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $3,702,000 | 123 |
| Foundation and endowment trust and agency accounts, non-managed assets | $163,811,000 | 25 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,874,280,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,579,000 | 129 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,373,643,000 | 93 |
| Managed Assets ($) | $3,523,853,000 | 75 |
| Personal trust and agency accounts, managed assets | $1,125,574,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,996,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $790,505,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $517,003,000 | 50 |
| Corporate trust and agency accounts, managed assets | $18,131,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $904,987,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $119,657,000 | 99 |
| 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 | $517,003,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $849,790,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $43,599,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $414,907,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $142,477,000 | 53 |
| Other retirement accounts, non-managed assets | $24,875,000 | 122 |
| Corporate trust and agency accounts, non-managed assets | $18,692,000 | 63 |
| Investment management and advisory agency accounts, non-managed assets | $5,510,000 | 176 |
| Foundation and endowment trust and agency accounts, non-managed assets | $199,730,000 | 26 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,358,032,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,875,000 | 155 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,334,230,000 | 77 |
| Managed Assets ($) | $3,564,892,000 | 72 |
| Personal trust and agency accounts, managed assets | $1,167,769,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,708,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $733,693,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $533,729,000 | 48 |
| Corporate trust and agency accounts, managed assets | $90,587,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $893,116,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | $111,290,000 | 101 |
| 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 | $533,729,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,769,338,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $47,894,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $443,549,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $138,416,000 | 53 |
| Other retirement accounts, non-managed assets | $32,778,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $909,237,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $9,390,000 | 94 |
| Foundation and endowment trust and agency accounts, non-managed assets | $188,074,000 | 26 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,174,374,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,778,000 | 103 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,742,827,000 | 72 |
| Managed Assets ($) | $3,587,506,000 | 72 |
| Personal trust and agency accounts, managed assets | $1,163,750,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,850,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $731,728,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $557,339,000 | 44 |
| Corporate trust and agency accounts, managed assets | $98,039,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $888,997,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | $107,803,000 | 99 |
| 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 | $557,339,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,155,321,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $49,827,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $449,755,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $138,124,000 | 53 |
| Other retirement accounts, non-managed assets | $28,398,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $1,298,538,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $7,234,000 | 114 |
| Foundation and endowment trust and agency accounts, non-managed assets | $183,445,000 | 24 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,510,374,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,398,000 | 119 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,539,059,000 | 75 |
| Managed Assets ($) | $3,523,900,000 | 72 |
| Personal trust and agency accounts, managed assets | $1,155,900,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,276,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $711,181,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $545,463,000 | 43 |
| Corporate trust and agency accounts, managed assets | $97,390,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $874,944,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | $100,746,000 | 101 |
| 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 | $545,463,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,015,159,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $65,410,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $433,690,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $134,726,000 | 53 |
| Other retirement accounts, non-managed assets | $28,921,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $1,164,892,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $8,211,000 | 112 |
| Foundation and endowment trust and agency accounts, non-managed assets | $179,309,000 | 22 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,971,623,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,921,000 | 116 |
| 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 | $5,270,451,000 | 73 |
| Managed Assets ($) | $3,235,712,000 | 71 |
| Personal trust and agency accounts, managed assets | $1,062,673,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,549,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $647,466,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $504,079,000 | 42 |
| Corporate trust and agency accounts, managed assets | $96,152,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $812,784,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | $78,009,000 | 111 |
| 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 | $504,079,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $2,034,739,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $65,323,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $394,226,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $125,612,000 | 55 |
| Other retirement accounts, non-managed assets | $27,648,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $1,240,359,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $6,952,000 | 155 |
| Foundation and endowment trust and agency accounts, non-managed assets | $174,619,000 | 22 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,486,852,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,648,000 | 139 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,885,997,000 | 70 |
| Managed Assets ($) | $3,764,160,000 | 64 |
| Personal trust and agency accounts, managed assets | $1,177,579,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,170,000 | 116 |
| Employee benefit-defined benefit accounts, managed assets | $714,411,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $549,891,000 | 43 |
| Corporate trust and agency accounts, managed assets | $92,959,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $1,062,051,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $128,099,000 | 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 | $549,891,000 | 39 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,121,837,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $66,806,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $426,944,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $128,633,000 | 60 |
| Other retirement accounts, non-managed assets | $31,658,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $1,285,087,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $6,877,000 | 123 |
| Foundation and endowment trust and agency accounts, non-managed assets | $175,832,000 | 23 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,791,548,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,658,000 | 111 |
| 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 | $6,792,087,000 | 67 |
| Managed Assets ($) | $4,498,328,000 | 53 |
| Personal trust and agency accounts, managed assets | $1,127,697,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,754,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $816,623,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $538,088,000 | 43 |
| Corporate trust and agency accounts, managed assets | $100,425,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $1,372,471,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $470,270,000 | 44 |
| 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 | $538,088,000 | 39 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,293,759,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $65,386,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $411,187,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $128,683,000 | 60 |
| Other retirement accounts, non-managed assets | $28,633,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $1,455,600,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $7,168,000 | 120 |
| Foundation and endowment trust and agency accounts, non-managed assets | $197,102,000 | 22 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,835,337,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,633,000 | 112 |
| 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 | $7,725,269,000 | 63 |
| Managed Assets ($) | $5,320,194,000 | 50 |
| Personal trust and agency accounts, managed assets | $1,134,370,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,145,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $808,646,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $537,494,000 | 44 |
| Corporate trust and agency accounts, managed assets | $97,839,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $2,065,846,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $603,854,000 | 35 |
| 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 | $537,494,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,405,075,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $65,590,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $413,422,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $134,364,000 | 58 |
| Other retirement accounts, non-managed assets | $27,011,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $1,559,229,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $5,061,000 | 132 |
| Foundation and endowment trust and agency accounts, non-managed assets | $200,398,000 | 22 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,908,317,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,011,000 | 113 |
| 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 | $7,837,792,000 | 63 |
| Managed Assets ($) | $5,358,831,000 | 50 |
| Personal trust and agency accounts, managed assets | $1,184,395,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $70,843,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $766,608,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $550,682,000 | 43 |
| Corporate trust and agency accounts, managed assets | $95,835,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $2,039,295,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $651,173,000 | 32 |
| 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 | $550,682,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $2,478,961,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $53,494,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $412,145,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $138,359,000 | 57 |
| Other retirement accounts, non-managed assets | $29,760,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $1,620,435,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $19,152,000 | 99 |
| Foundation and endowment trust and agency accounts, non-managed assets | $205,616,000 | 23 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,834,529,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,760,000 | 132 |
| 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 | $7,706,917,000 | 62 |
| Managed Assets ($) | $5,260,500,000 | 50 |
| Personal trust and agency accounts, managed assets | $1,168,028,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $69,094,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $735,578,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $548,462,000 | 41 |
| Corporate trust and agency accounts, managed assets | $92,186,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $1,995,027,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $652,125,000 | 32 |
| 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 | $548,462,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,446,417,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $63,409,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $398,271,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $136,813,000 | 58 |
| Other retirement accounts, non-managed assets | $29,700,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $1,613,951,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $17,406,000 | 84 |
| Foundation and endowment trust and agency accounts, non-managed assets | $186,867,000 | 23 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,337,686,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,700,000 | 109 |
| 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 | $7,654,431,000 | 61 |
| Managed Assets ($) | $5,039,154,000 | 51 |
| Personal trust and agency accounts, managed assets | $1,130,931,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,374,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $713,410,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $537,072,000 | 41 |
| Corporate trust and agency accounts, managed assets | $82,496,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $1,922,945,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $589,926,000 | 37 |
| 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 | $537,072,000 | 35 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,615,277,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $69,441,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $409,841,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $132,224,000 | 58 |
| Other retirement accounts, non-managed assets | $26,374,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $1,775,023,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $24,736,000 | 70 |
| Foundation and endowment trust and agency accounts, non-managed assets | $177,638,000 | 24 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,393,342,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,374,000 | 119 |
| 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 | $7,226,176,000 | 61 |
| Managed Assets ($) | $4,879,965,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,109,954,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $61,364,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $646,019,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $515,839,000 | 41 |
| Corporate trust and agency accounts, managed assets | $88,357,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $1,866,932,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $591,500,000 | 37 |
| 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 | $515,839,000 | 35 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,346,211,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $68,299,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $384,546,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $132,057,000 | 56 |
| Other retirement accounts, non-managed assets | $27,617,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $1,526,690,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $34,450,000 | 63 |
| Foundation and endowment trust and agency accounts, non-managed assets | $172,552,000 | 24 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,144,442,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,617,000 | 110 |
| 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 | $7,081,233,000 | 61 |
| Managed Assets ($) | $4,749,470,000 | 51 |
| Personal trust and agency accounts, managed assets | $1,087,953,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $64,607,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $622,332,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $495,171,000 | 41 |
| Corporate trust and agency accounts, managed assets | $87,896,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $1,799,511,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $592,000,000 | 35 |
| 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 | $495,171,000 | 35 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $2,331,763,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $59,752,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $353,942,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $127,131,000 | 58 |
| Other retirement accounts, non-managed assets | $28,206,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $1,558,129,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $30,740,000 | 73 |
| Foundation and endowment trust and agency accounts, non-managed assets | $173,863,000 | 24 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,877,611,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,206,000 | 128 |
| 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 | $6,988,301,000 | 61 |
| Managed Assets ($) | $4,578,165,000 | 51 |
| Personal trust and agency accounts, managed assets | $1,104,246,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $69,861,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $620,817,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $500,630,000 | 39 |
| Corporate trust and agency accounts, managed assets | $250,359,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $1,546,236,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $486,016,000 | 40 |
| 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 | $500,630,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,410,136,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $53,806,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $351,403,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $128,372,000 | 59 |
| Other retirement accounts, non-managed assets | $27,143,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $1,638,140,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $17,871,000 | 83 |
| Foundation and endowment trust and agency accounts, non-managed assets | $193,401,000 | 23 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,959,715,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,143,000 | 116 |
| 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 | $6,863,352,000 | 61 |
| Managed Assets ($) | $4,466,743,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,103,393,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $67,915,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $595,243,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $480,556,000 | 38 |
| Corporate trust and agency accounts, managed assets | $249,141,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $1,505,254,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $465,241,000 | 42 |
| 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 | $480,556,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,396,609,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $39,137,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $332,181,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $128,055,000 | 59 |
| Other retirement accounts, non-managed assets | $29,484,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $1,683,586,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $14,146,000 | 90 |
| Foundation and endowment trust and agency accounts, non-managed assets | $170,020,000 | 22 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,543,563,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,484,000 | 107 |
| 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 | $6,839,406,000 | 62 |
| Managed Assets ($) | $4,505,961,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,098,312,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $66,904,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $586,941,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $476,491,000 | 38 |
| Corporate trust and agency accounts, managed assets | $267,594,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $1,556,230,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $453,489,000 | 45 |
| 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 | $476,491,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,333,445,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $43,468,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $313,227,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $125,698,000 | 59 |
| Other retirement accounts, non-managed assets | $32,582,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $1,637,469,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $11,862,000 | 94 |
| Foundation and endowment trust and agency accounts, non-managed assets | $169,139,000 | 21 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,038,359,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,582,000 | 99 |
| 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 | $7,097,067,000 | 61 |
| Managed Assets ($) | $4,467,347,000 | 51 |
| Personal trust and agency accounts, managed assets | $1,091,422,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $66,729,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $579,220,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $475,688,000 | 36 |
| Corporate trust and agency accounts, managed assets | $243,902,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $1,664,546,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $345,840,000 | 51 |
| 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 | $471,080,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $2,629,720,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $42,844,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $339,463,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $502,937,000 | 37 |
| Other retirement accounts, non-managed assets | $42,436,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $1,522,490,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $16,035,000 | 96 |
| Foundation and endowment trust and agency accounts, non-managed assets | $163,515,000 | 22 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,380,032,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $33,863,000 | 106 |
| 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 | $6,838,412,000 | 61 |
| Managed Assets ($) | $4,264,719,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,055,292,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $75,264,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $531,294,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $462,873,000 | 36 |
| Corporate trust and agency accounts, managed assets | $89,270,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $1,710,250,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $340,476,000 | 51 |
| 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 | $457,851,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,573,693,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $45,203,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $317,943,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $493,128,000 | 36 |
| Other retirement accounts, non-managed assets | $43,741,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $1,488,808,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $11,980,000 | 91 |
| Foundation and endowment trust and agency accounts, non-managed assets | $172,890,000 | 21 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,251,976,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $35,651,000 | 95 |
| 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 | $7,251,606,000 | 61 |
| Managed Assets ($) | $4,468,040,000 | 55 |
| Personal trust and agency accounts, managed assets | $1,113,062,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $80,307,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $563,791,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $484,771,000 | 38 |
| Corporate trust and agency accounts, managed assets | $73,455,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $1,793,482,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $359,172,000 | 53 |
| 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 | $479,489,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,783,566,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $57,595,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $323,532,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $516,055,000 | 36 |
| Other retirement accounts, non-managed assets | $46,962,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $1,634,944,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $24,454,000 | 72 |
| Foundation and endowment trust and agency accounts, non-managed assets | $180,024,000 | 21 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,289,364,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,739,000 | 93 |
| 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 | $10,191,181,000 | 55 |
| Managed Assets ($) | $4,538,291,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,150,547,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $79,583,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $567,677,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $486,741,000 | 39 |
| Corporate trust and agency accounts, managed assets | $75,926,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $1,800,170,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $377,647,000 | 49 |
| 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 | $481,281,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,652,890,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $46,539,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $314,605,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $523,212,000 | 36 |
| Other retirement accounts, non-managed assets | $46,101,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $4,520,479,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $20,306,000 | 77 |
| Foundation and endowment trust and agency accounts, non-managed assets | $181,648,000 | 21 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $366,998,000 | 128 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,810,000 | 97 |
| 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 | $10,872,009,000 | 54 |
| Managed Assets ($) | $4,430,067,000 | 53 |
| Personal trust and agency accounts, managed assets | $1,148,154,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $79,494,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $514,232,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $481,882,000 | 39 |
| Corporate trust and agency accounts, managed assets | $81,542,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $1,757,670,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $367,093,000 | 49 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $476,515,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $6,441,942,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $45,917,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $299,206,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $522,283,000 | 36 |
| Other retirement accounts, non-managed assets | $45,458,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $5,339,255,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $16,188,000 | 93 |
| Foundation and endowment trust and agency accounts, non-managed assets | $173,635,000 | 22 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $381,676,000 | 133 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $37,216,000 | 103 |
| 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 | $10,768,563,000 | 54 |
| Managed Assets ($) | $4,361,819,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,141,729,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $80,024,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $499,896,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $474,165,000 | 38 |
| Corporate trust and agency accounts, managed assets | $82,810,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $1,711,777,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $371,418,000 | 47 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $468,415,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,406,744,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $42,990,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $302,083,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $676,977,000 | 35 |
| Other retirement accounts, non-managed assets | $44,651,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $5,133,924,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $14,315,000 | 84 |
| Foundation and endowment trust and agency accounts, non-managed assets | $191,804,000 | 21 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $360,270,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $36,419,000 | 96 |
| 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 | $10,758,097,000 | 54 |
| Managed Assets ($) | $4,435,583,000 | 53 |
| Personal trust and agency accounts, managed assets | $1,148,266,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $82,886,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $508,758,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $475,777,000 | 37 |
| Corporate trust and agency accounts, managed assets | $139,242,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $1,702,472,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $378,182,000 | 44 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $469,921,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,322,514,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $43,623,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $304,967,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $658,908,000 | 35 |
| Other retirement accounts, non-managed assets | $44,837,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $5,051,534,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $11,291,000 | 96 |
| Foundation and endowment trust and agency accounts, non-managed assets | $207,354,000 | 21 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $400,941,000 | 124 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $36,674,000 | 96 |
| 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 | $8,846,987,000 | 57 |
| Managed Assets ($) | $4,093,064,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,066,063,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $76,614,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $495,983,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $423,261,000 | 37 |
| Corporate trust and agency accounts, managed assets | $122,023,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $1,558,098,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $350,579,000 | 45 |
| Other fiduciary accounts, managed assets | $443,000 | 96 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $417,437,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,753,923,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $52,634,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $285,950,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $638,553,000 | 36 |
| Other retirement accounts, non-managed assets | $39,006,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $3,541,441,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $8,789,000 | 107 |
| Foundation and endowment trust and agency accounts, non-managed assets | $187,550,000 | 21 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,188,854,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $30,872,000 | 102 |
| 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 | $8,946,934,000 | 56 |
| Managed Assets ($) | $4,186,470,000 | 53 |
| Personal trust and agency accounts, managed assets | $1,112,018,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $86,280,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $524,934,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $421,442,000 | 36 |
| Corporate trust and agency accounts, managed assets | $123,345,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $1,568,063,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $350,388,000 | 44 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $412,100,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $4,760,464,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $68,230,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $258,645,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $638,500,000 | 36 |
| Other retirement accounts, non-managed assets | $41,759,000 | 98 |
| Corporate trust and agency accounts, non-managed assets | $3,553,969,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $15,658,000 | 93 |
| Foundation and endowment trust and agency accounts, non-managed assets | $183,703,000 | 22 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,207,573,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $33,624,000 | 120 |
| 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 | $8,505,890,000 | 56 |
| Managed Assets ($) | $3,996,715,000 | 53 |
| Personal trust and agency accounts, managed assets | $1,082,488,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $83,696,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $497,643,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $397,719,000 | 36 |
| Corporate trust and agency accounts, managed assets | $120,007,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $1,558,227,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $256,935,000 | 51 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $388,952,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,509,175,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $61,956,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $261,084,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $617,065,000 | 37 |
| Other retirement accounts, non-managed assets | $40,458,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $3,517,597,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $10,110,000 | 94 |
| Foundation and endowment trust and agency accounts, non-managed assets | $905,000 | 118 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,325,446,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $32,383,000 | 107 |
| 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 | $8,339,476,000 | 58 |
| Managed Assets ($) | $3,846,110,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,063,174,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $83,032,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $485,019,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $367,304,000 | 38 |
| Corporate trust and agency accounts, managed assets | $116,872,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $1,496,442,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $234,267,000 | 52 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $363,984,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,493,366,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $61,331,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $215,533,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $641,832,000 | 37 |
| Other retirement accounts, non-managed assets | $36,188,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $3,527,671,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $9,959,000 | 91 |
| Foundation and endowment trust and agency accounts, non-managed assets | $852,000 | 119 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,636,955,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $32,974,000 | 106 |
| 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 | $8,279,590,000 | 58 |
| Managed Assets ($) | $3,756,157,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,071,758,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $80,861,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $489,988,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $358,090,000 | 38 |
| Corporate trust and agency accounts, managed assets | $117,227,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $1,404,072,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $234,161,000 | 52 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $356,579,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,523,433,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $70,967,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $258,835,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $616,673,000 | 37 |
| Other retirement accounts, non-managed assets | $32,462,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $3,530,371,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $13,191,000 | 85 |
| Foundation and endowment trust and agency accounts, non-managed assets | $934,000 | 121 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,687,610,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $32,462,000 | 107 |
| 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 | $9,003,824,000 | 53 |
| Managed Assets ($) | $3,641,486,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,047,783,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,344,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $466,471,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $347,769,000 | 37 |
| Corporate trust and agency accounts, managed assets | $127,207,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $1,403,585,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $171,327,000 | 57 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $346,354,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $5,362,338,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $68,496,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $254,938,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $591,531,000 | 37 |
| Other retirement accounts, non-managed assets | $30,550,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $4,405,321,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $10,703,000 | 111 |
| Foundation and endowment trust and agency accounts, non-managed assets | $799,000 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,614,154,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $30,550,000 | 127 |
| 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 | $9,432,809,000 | 52 |
| Managed Assets ($) | $3,631,700,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,051,940,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $78,202,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $459,285,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $344,241,000 | 37 |
| Corporate trust and agency accounts, managed assets | $124,444,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $1,395,805,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $177,783,000 | 55 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $342,836,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,801,109,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $69,503,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $255,288,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $593,813,000 | 38 |
| Other retirement accounts, non-managed assets | $32,313,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $4,835,168,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $12,951,000 | 86 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,073,000 | 99 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,837,809,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $32,313,000 | 100 |
| 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 | $9,324,613,000 | 52 |
| Managed Assets ($) | $3,541,834,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,034,765,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,672,000 | 90 |
| Employee benefit-defined benefit accounts, managed assets | $438,228,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $325,931,000 | 37 |
| Corporate trust and agency accounts, managed assets | $112,253,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $1,362,724,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $193,261,000 | 53 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 319 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,782,779,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $67,735,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $232,414,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $552,216,000 | 38 |
| Other retirement accounts, non-managed assets | $30,663,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $4,885,442,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $13,560,000 | 80 |
| Foundation and endowment trust and agency accounts, non-managed assets | $749,000 | 113 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,589,057,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 323 |
| 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 | $9,397,555,000 | 52 |
| Managed Assets ($) | $3,564,792,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,074,286,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $76,606,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $447,360,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $327,878,000 | 37 |
| Corporate trust and agency accounts, managed assets | $109,341,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $1,309,133,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $220,188,000 | 51 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $326,499,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,832,763,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $80,828,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $238,901,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $565,317,000 | 38 |
| Other retirement accounts, non-managed assets | $31,269,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $4,900,539,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $15,100,000 | 76 |
| Foundation and endowment trust and agency accounts, non-managed assets | $809,000 | 111 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,779,130,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $31,269,000 | 97 |
| 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 | $9,026,545,000 | 52 |
| Managed Assets ($) | $3,433,035,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,043,602,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $81,932,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $420,645,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $320,668,000 | 35 |
| Corporate trust and agency accounts, managed assets | $98,062,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $1,258,517,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $209,609,000 | 50 |
| 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 | $319,401,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $5,593,510,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $79,186,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $212,937,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $522,403,000 | 38 |
| Other retirement accounts, non-managed assets | $30,430,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $4,732,663,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $15,142,000 | 91 |
| Foundation and endowment trust and agency accounts, non-managed assets | $749,000 | 139 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,743,132,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,430,000 | 114 |
| 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 | $8,728,431,000 | 54 |
| Managed Assets ($) | $3,306,124,000 | 55 |
| Personal trust and agency accounts, managed assets | $974,823,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $78,061,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $406,707,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $298,975,000 | 38 |
| Corporate trust and agency accounts, managed assets | $96,685,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $1,218,860,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $232,013,000 | 45 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $297,893,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,422,307,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $74,718,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $186,328,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $499,127,000 | 40 |
| Other retirement accounts, non-managed assets | $27,438,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $4,621,231,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $12,787,000 | 72 |
| Foundation and endowment trust and agency accounts, non-managed assets | $678,000 | 113 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,781,170,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $49,688,000 | 71 |
| 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 | $9,262,211,000 | 55 |
| Managed Assets ($) | $3,445,582,000 | 59 |
| Personal trust and agency accounts, managed assets | $1,029,705,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $85,677,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $443,168,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $312,551,000 | 41 |
| Corporate trust and agency accounts, managed assets | $96,730,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $1,249,439,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $228,312,000 | 48 |
| 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 | $311,246,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,816,629,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $52,202,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $218,994,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $538,945,000 | 42 |
| Other retirement accounts, non-managed assets | $29,182,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $4,965,912,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $10,589,000 | 75 |
| Foundation and endowment trust and agency accounts, non-managed assets | $805,000 | 109 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,827,168,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,182,000 | 96 |
| 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 | $9,385,051,000 | 53 |
| Managed Assets ($) | $3,509,658,000 | 56 |
| Personal trust and agency accounts, managed assets | $1,070,667,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $85,698,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $446,024,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $311,879,000 | 39 |
| Corporate trust and agency accounts, managed assets | $95,573,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $1,256,617,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $243,200,000 | 47 |
| 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 | $310,565,000 | 35 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,875,393,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $52,439,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $221,787,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $548,974,000 | 41 |
| Other retirement accounts, non-managed assets | $31,249,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $5,011,058,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $9,148,000 | 74 |
| Foundation and endowment trust and agency accounts, non-managed assets | $738,000 | 107 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,618,364,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,248,000 | 94 |
| 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 | $9,500,130,000 | 53 |
| Managed Assets ($) | $3,461,679,000 | 57 |
| Personal trust and agency accounts, managed assets | $1,041,169,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $95,832,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $434,679,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $307,474,000 | 39 |
| Corporate trust and agency accounts, managed assets | $96,966,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $1,271,438,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $214,121,000 | 46 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $305,717,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $6,038,451,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $53,240,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $194,045,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $528,417,000 | 42 |
| Other retirement accounts, non-managed assets | $28,130,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $5,071,746,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $16,481,000 | 71 |
| Foundation and endowment trust and agency accounts, non-managed assets | $146,392,000 | 19 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,512,603,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,448,000 | 111 |
| 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 | $9,468,294,000 | 53 |
| Managed Assets ($) | $3,358,121,000 | 56 |
| Personal trust and agency accounts, managed assets | $1,006,199,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $96,902,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $415,845,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $301,471,000 | 36 |
| Corporate trust and agency accounts, managed assets | $102,178,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $1,225,728,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $209,798,000 | 48 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $299,812,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,110,173,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $50,832,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $180,675,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $512,876,000 | 41 |
| Other retirement accounts, non-managed assets | $26,476,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $5,191,045,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $13,980,000 | 61 |
| Foundation and endowment trust and agency accounts, non-managed assets | $134,289,000 | 19 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,621,024,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,476,000 | 100 |
| 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 | $9,233,528,000 | 53 |
| Managed Assets ($) | $3,269,825,000 | 54 |
| Personal trust and agency accounts, managed assets | $966,971,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $120,552,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $387,437,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $286,338,000 | 36 |
| Corporate trust and agency accounts, managed assets | $102,624,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $1,189,446,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $216,457,000 | 43 |
| 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 | $284,791,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,963,703,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $51,788,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $145,715,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $470,276,000 | 41 |
| Other retirement accounts, non-managed assets | $23,281,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $5,133,489,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $11,093,000 | 64 |
| Foundation and endowment trust and agency accounts, non-managed assets | $128,061,000 | 18 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,277,309,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,281,000 | 110 |
| 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 | $9,570,081,000 | 53 |
| Managed Assets ($) | $3,437,182,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,028,302,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $128,193,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $415,836,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $306,290,000 | 36 |
| Corporate trust and agency accounts, managed assets | $101,538,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $1,276,990,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $180,033,000 | 47 |
| 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 | $304,626,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,132,899,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $58,343,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $151,900,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $494,902,000 | 40 |
| Other retirement accounts, non-managed assets | $24,450,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $5,254,413,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $12,913,000 | 58 |
| Foundation and endowment trust and agency accounts, non-managed assets | $135,978,000 | 21 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,258,588,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,450,000 | 106 |
| 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 | $8,924,834,000 | 56 |
| Managed Assets ($) | $3,065,927,000 | 59 |
| Personal trust and agency accounts, managed assets | $1,037,495,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $125,798,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $405,913,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $2,412,000 | 596 |
| Corporate trust and agency accounts, managed assets | $96,571,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $1,185,265,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $212,473,000 | 43 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $297,950,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $5,858,907,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $58,277,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $143,952,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $477,273,000 | 39 |
| Other retirement accounts, non-managed assets | $0 | 806 |
| Corporate trust and agency accounts, non-managed assets | $5,179,405,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,933,455,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,294,000 | 162 |
| 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 | $9,302,790,000 | 57 |
| Managed Assets ($) | $3,282,534,000 | 59 |
| Personal trust and agency accounts, managed assets | $1,001,019,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $100,884,000 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $399,676,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $289,194,000 | 37 |
| Corporate trust and agency accounts, managed assets | $124,148,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $1,367,613,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,020,256,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $82,130,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $131,118,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $471,117,000 | 41 |
| Other retirement accounts, non-managed assets | $23,460,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $5,312,431,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,026,890,000 | 68 |
| 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 | $9,390,452,000 | 58 |
| Managed Assets ($) | $3,122,200,000 | 59 |
| Personal trust and agency accounts, managed assets | $929,204,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $97,043,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $367,455,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $262,984,000 | 40 |
| Corporate trust and agency accounts, managed assets | $123,869,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $1,341,645,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,268,252,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $73,211,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $124,697,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $424,181,000 | 41 |
| Other retirement accounts, non-managed assets | $22,030,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $5,612,820,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $11,313,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,138,657,000 | 68 |
| 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 | $9,264,191,000 | 55 |
| Managed Assets ($) | $2,948,252,000 | 59 |
| Personal trust and agency accounts, managed assets | $875,343,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $94,499,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $335,957,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $239,655,000 | 40 |
| Corporate trust and agency accounts, managed assets | $100,937,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $1,301,762,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $99,000 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,315,939,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $69,642,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $123,801,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $451,524,000 | 37 |
| Other retirement accounts, non-managed assets | $27,914,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $5,643,058,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,930,902,000 | 72 |
| 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 | $9,943,993,000 | 57 |
| Managed Assets ($) | $3,118,099,000 | 59 |
| Personal trust and agency accounts, managed assets | $954,568,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $102,047,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $360,463,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $253,342,000 | 39 |
| Corporate trust and agency accounts, managed assets | $101,053,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $1,346,525,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $101,000 | 229 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,825,894,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $72,444,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $220,514,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $458,236,000 | 42 |
| Other retirement accounts, non-managed assets | $31,451,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $6,033,172,000 | 19 |
| 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 | $10,077,000 | 82 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,455,734,000 | 74 |
| 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 | $10,339,069,000 | 58 |
| Managed Assets ($) | $3,374,296,000 | 59 |
| Personal trust and agency accounts, managed assets | $1,078,206,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $118,049,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $399,690,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $285,159,000 | 41 |
| Corporate trust and agency accounts, managed assets | $77,720,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $1,410,195,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,277,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,964,773,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $85,819,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $241,639,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $532,286,000 | 43 |
| Other retirement accounts, non-managed assets | $37,184,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $6,058,110,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $9,735,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,310,199,000 | 76 |
| 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 | $10,756,824,000 | 62 |
| Managed Assets ($) | $3,564,030,000 | 61 |
| Personal trust and agency accounts, managed assets | $1,142,593,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $141,459,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $412,392,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $305,703,000 | 41 |
| Corporate trust and agency accounts, managed assets | $78,539,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $1,478,990,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,354,000 | 69 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,192,794,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $90,608,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,120,877,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $597,157,000 | 44 |
| Other retirement accounts, non-managed assets | $36,769,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $5,337,672,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $9,711,000 | 72 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,198,351,000 | 82 |
| 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 | $10,912,091,000 | 57 |
| Managed Assets ($) | $3,681,798,000 | 59 |
| Personal trust and agency accounts, managed assets | $1,175,008,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $142,227,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $438,269,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $300,291,000 | 39 |
| Corporate trust and agency accounts, managed assets | $79,811,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $1,541,867,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,325,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,230,293,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $94,908,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,109,061,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $617,235,000 | 43 |
| Other retirement accounts, non-managed assets | $36,699,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $5,353,654,000 | 20 |
| 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 | $18,736,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,102,402,000 | 84 |
| 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 | $1,881,889,000 | 123 |
| Managed Assets ($) | $1,236,767,000 | 112 |
| Personal trust and agency accounts, managed assets | $283,731,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $69,959,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $328,515,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $87,402,000 | 96 |
| Corporate trust and agency accounts, managed assets | $1,000 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $466,984,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $175,000 | 228 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $645,122,000 | 120 |
| Personal trust and agency accounts, non-managed assets | $5,334,000 | 389 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,074,000 | 284 |
| Employee benefit-defined benefit accounts, non-managed Assets | $616,046,000 | 44 |
| Other retirement accounts, non-managed assets | $8,668,000 | 297 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,573,144,000 | 91 |
| 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 | $1,894,969,000 | 124 |
| Managed Assets ($) | $1,251,114,000 | 112 |
| Personal trust and agency accounts, managed assets | $285,410,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,114,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $333,543,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $92,166,000 | 93 |
| Corporate trust and agency accounts, managed assets | $1,000 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $467,707,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $173,000 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $643,855,000 | 118 |
| Personal trust and agency accounts, non-managed assets | $4,813,000 | 250 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,460,000 | 219 |
| Employee benefit-defined benefit accounts, non-managed Assets | $615,882,000 | 45 |
| Other retirement accounts, non-managed assets | $8,700,000 | 184 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,587,494,000 | 91 |
| 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 | $1,859,242,000 | 130 |
| Managed Assets ($) | $1,221,707,000 | 117 |
| Personal trust and agency accounts, managed assets | $295,936,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $54,048,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $329,368,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $92,406,000 | 91 |
| Corporate trust and agency accounts, managed assets | $22,000 | 97 |
| Investment management and investment advisory agency accounts, managed assets | $449,758,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $169,000 | 104 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $637,535,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $4,763,000 | 255 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,254,000 | 193 |
| Employee benefit-defined benefit accounts, non-managed Assets | $592,870,000 | 46 |
| Other retirement accounts, non-managed assets | $8,648,000 | 192 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,517,702,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | 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 | $1,788,014,000 | 131 |
| Managed Assets ($) | $1,162,365,000 | 122 |
| Personal trust and agency accounts, managed assets | $284,668,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,121,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $318,786,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $90,514,000 | 87 |
| Corporate trust and agency accounts, managed assets | $1,933,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $414,178,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $165,000 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $625,649,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $4,625,000 | 255 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $29,416,000 | 192 |
| Employee benefit-defined benefit accounts, non-managed Assets | $583,044,000 | 46 |
| Other retirement accounts, non-managed assets | $8,564,000 | 189 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,514,078,000 | 96 |
| 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 | $1,758,719,000 | 130 |
| Managed Assets ($) | $1,138,394,000 | 120 |
| Personal trust and agency accounts, managed assets | $285,428,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $49,512,000 | 141 |
| Employee benefit-defined benefit accounts, managed assets | $314,652,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $93,237,000 | 87 |
| Corporate trust and agency accounts, managed assets | $1,932,000 | 136 |
| Investment management and investment advisory agency accounts, managed assets | $393,472,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $161,000 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $620,325,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $5,219,000 | 385 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $29,578,000 | 222 |
| Employee benefit-defined benefit accounts, non-managed Assets | $576,949,000 | 45 |
| Other retirement accounts, non-managed assets | $8,579,000 | 297 |
| 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 | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,416,712,000 | 99 |
| 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 | $1,718,011,000 | 135 |
| Managed Assets ($) | $1,118,479,000 | 123 |
| Personal trust and agency accounts, managed assets | $319,265,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $54,460,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $303,414,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $81,732,000 | 99 |
| Corporate trust and agency accounts, managed assets | $1,932,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $357,521,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $155,000 | 107 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $599,532,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $4,076,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $27,635,000 | 189 |
| Employee benefit-defined benefit accounts, non-managed Assets | $559,209,000 | 46 |
| Other retirement accounts, non-managed assets | $8,612,000 | 195 |
| 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 | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,270,585,000 | 100 |
| 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 | $1,548,757,000 | 146 |
| Managed Assets ($) | $978,051,000 | 131 |
| Personal trust and agency accounts, managed assets | $298,571,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,133,000 | 151 |
| Employee benefit-defined benefit accounts, managed assets | $204,938,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $78,039,000 | 104 |
| Corporate trust and agency accounts, managed assets | $1,934,000 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $358,983,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $453,000 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $570,706,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $3,897,000 | 260 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,701,000 | 191 |
| Employee benefit-defined benefit accounts, non-managed Assets | $531,311,000 | 51 |
| Other retirement accounts, non-managed assets | $8,797,000 | 193 |
| 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 | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,259,322,000 | 100 |
| 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 | $1,600,275,000 | 145 |
| Managed Assets ($) | $1,026,887,000 | 127 |
| Personal trust and agency accounts, managed assets | $307,133,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $60,187,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $209,949,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $79,452,000 | 97 |
| Corporate trust and agency accounts, managed assets | $1,933,000 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $367,766,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $467,000 | 107 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $573,388,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $3,869,000 | 264 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $27,003,000 | 198 |
| Employee benefit-defined benefit accounts, non-managed Assets | $538,576,000 | 51 |
| Other retirement accounts, non-managed assets | $3,940,000 | 243 |
| 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 | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,299,715,000 | 98 |
| 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 | $1,553,337,000 | 143 |
| Managed Assets ($) | $995,116,000 | 129 |
| Personal trust and agency accounts, managed assets | $300,021,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,117,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $201,221,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $78,746,000 | 91 |
| Corporate trust and agency accounts, managed assets | $1,933,000 | 146 |
| Investment management and investment advisory agency accounts, managed assets | $354,618,000 | 127 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $460,000 | 200 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $558,221,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $3,611,000 | 433 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,126,000 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $524,527,000 | 50 |
| Other retirement accounts, non-managed assets | $3,957,000 | 428 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,379,111,000 | 91 |
| 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 | $1,527,643,000 | 144 |
| Managed Assets ($) | $974,455,000 | 125 |
| Personal trust and agency accounts, managed assets | $283,754,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $60,196,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $183,571,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $82,495,000 | 85 |
| Corporate trust and agency accounts, managed assets | $1,932,000 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $362,052,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $455,000 | 107 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $553,188,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $3,616,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,800,000 | 201 |
| Employee benefit-defined benefit accounts, non-managed Assets | $519,779,000 | 50 |
| Other retirement accounts, non-managed assets | $3,993,000 | 242 |
| 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 | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,410,185,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,487,421,000 | 140 |
| Managed Assets ($) | $954,786,000 | 123 |
| Personal trust and agency accounts, managed assets | $279,079,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,552,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $186,117,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $81,096,000 | 83 |
| Corporate trust and agency accounts, managed assets | $1,935,000 | 80 |
| Investment management and investment advisory agency accounts, managed assets | $347,559,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $448,000 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $532,635,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $3,482,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,655,000 | 204 |
| Employee benefit-defined benefit accounts, non-managed Assets | $502,824,000 | 47 |
| Other retirement accounts, non-managed assets | $2,674,000 | 266 |
| Corporate trust and agency accounts, non-managed assets | $0 | 195 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,362,918,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,470,777,000 | 146 |
| Managed Assets ($) | $948,005,000 | 127 |
| Personal trust and agency accounts, managed assets | $272,714,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,429,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $184,897,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $81,593,000 | 89 |
| Corporate trust and agency accounts, managed assets | $1,934,000 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $348,992,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $446,000 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $522,772,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $3,518,000 | 267 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,777,000 | 206 |
| Employee benefit-defined benefit accounts, non-managed Assets | $492,960,000 | 50 |
| Other retirement accounts, non-managed assets | $2,517,000 | 268 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,311,149,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,504,013,000 | 146 |
| Managed Assets ($) | $972,970,000 | 123 |
| Personal trust and agency accounts, managed assets | $271,026,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,004,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $189,666,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $84,845,000 | 91 |
| Corporate trust and agency accounts, managed assets | $1,937,000 | 148 |
| Investment management and investment advisory agency accounts, managed assets | $367,004,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $488,000 | 198 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $531,043,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $934,000 | 624 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,826,000 | 239 |
| Employee benefit-defined benefit accounts, non-managed Assets | $500,870,000 | 49 |
| Other retirement accounts, non-managed assets | $5,413,000 | 369 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| 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 | $1,353,133,000 | 98 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,441,732,000 | 149 |
| Managed Assets ($) | $932,108,000 | 129 |
| Personal trust and agency accounts, managed assets | $258,826,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,985,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $178,240,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $84,161,000 | 85 |
| Corporate trust and agency accounts, managed assets | $1,937,000 | 73 |
| Investment management and investment advisory agency accounts, managed assets | $352,572,000 | 110 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $387,000 | 102 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $509,624,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $1,883,000 | 280 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,485,000 | 208 |
| Employee benefit-defined benefit accounts, non-managed Assets | $476,841,000 | 50 |
| Other retirement accounts, non-managed assets | $9,415,000 | 181 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| 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 | $1,331,307,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,455,899,000 | 147 |
| Managed Assets ($) | $930,733,000 | 126 |
| Personal trust and agency accounts, managed assets | $262,635,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $63,672,000 | 114 |
| Employee benefit-defined benefit accounts, managed assets | $170,950,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $84,801,000 | 83 |
| Corporate trust and agency accounts, managed assets | $1,937,000 | 72 |
| Investment management and investment advisory agency accounts, managed assets | $346,738,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $525,166,000 | 140 |
| Personal trust and agency accounts, non-managed assets | $1,876,000 | 291 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,172,000 | 208 |
| Employee benefit-defined benefit accounts, non-managed Assets | $494,162,000 | 50 |
| Other retirement accounts, non-managed assets | $7,956,000 | 200 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| 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 | $1,605,201,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,397,275,000 | 151 |
| Managed Assets ($) | $938,487,000 | 126 |
| Personal trust and agency accounts, managed assets | $257,928,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $63,462,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $175,427,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $88,855,000 | 81 |
| Corporate trust and agency accounts, managed assets | $1,937,000 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $350,446,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $432,000 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $458,788,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $1,860,000 | 292 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,776,000 | 211 |
| Employee benefit-defined benefit accounts, non-managed Assets | $426,945,000 | 54 |
| Other retirement accounts, non-managed assets | $8,207,000 | 200 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| 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 | $1,474,297,000 | 98 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,360,677,000 | 158 |
| Managed Assets ($) | $922,282,000 | 132 |
| Personal trust and agency accounts, managed assets | $247,212,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $64,205,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $173,790,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $90,476,000 | 80 |
| Corporate trust and agency accounts, managed assets | $1,936,000 | 155 |
| Investment management and investment advisory agency accounts, managed assets | $344,663,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $438,395,000 | 152 |
| Personal trust and agency accounts, non-managed assets | $1,842,000 | 534 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,670,000 | 254 |
| Employee benefit-defined benefit accounts, non-managed Assets | $409,355,000 | 59 |
| Other retirement accounts, non-managed assets | $6,528,000 | 342 |
| Corporate trust and agency accounts, non-managed assets | $0 | 431 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,170,046,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,306,804,000 | 162 |
| Managed Assets ($) | $889,530,000 | 138 |
| Personal trust and agency accounts, managed assets | $232,906,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $60,553,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $160,161,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $83,165,000 | 86 |
| Corporate trust and agency accounts, managed assets | $1,936,000 | 84 |
| Investment management and investment advisory agency accounts, managed assets | $350,455,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $354,000 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $417,274,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $1,756,000 | 300 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,976,000 | 226 |
| Employee benefit-defined benefit accounts, non-managed Assets | $389,442,000 | 57 |
| Other retirement accounts, non-managed assets | $7,100,000 | 213 |
| Corporate trust and agency accounts, non-managed assets | $0 | 201 |
| 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 | $2,031,380,000 | 92 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,283,247,000 | 166 |
| Managed Assets ($) | $873,121,000 | 138 |
| Personal trust and agency accounts, managed assets | $228,744,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,170,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $145,868,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $79,381,000 | 92 |
| Corporate trust and agency accounts, managed assets | $1,945,000 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $354,659,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $354,000 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $410,126,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $1,107,000 | 327 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,565,000 | 221 |
| Employee benefit-defined benefit accounts, non-managed Assets | $381,268,000 | 57 |
| Other retirement accounts, non-managed assets | $7,186,000 | 217 |
| Corporate trust and agency accounts, non-managed assets | $0 | 205 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,974,067,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,183,085,000 | 171 |
| Managed Assets ($) | $808,497,000 | 146 |
| Personal trust and agency accounts, managed assets | $211,149,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,365,000 | 133 |
| Employee benefit-defined benefit accounts, managed assets | $132,499,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $72,536,000 | 94 |
| Corporate trust and agency accounts, managed assets | $1,945,000 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $331,722,000 | 111 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $281,000 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $374,588,000 | 166 |
| Personal trust and agency accounts, non-managed assets | $1,807,000 | 320 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,029,000 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $350,562,000 | 58 |
| Other retirement accounts, non-managed assets | $5,190,000 | 234 |
| 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 | $2,109,995,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,185,694,000 | 171 |
| Managed Assets ($) | $806,063,000 | 145 |
| Personal trust and agency accounts, managed assets | $215,420,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $59,640,000 | 134 |
| Employee benefit-defined benefit accounts, managed assets | $137,116,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $71,858,000 | 96 |
| Corporate trust and agency accounts, managed assets | $1,945,000 | 181 |
| Investment management and investment advisory agency accounts, managed assets | $319,800,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $284,000 | 253 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $379,631,000 | 169 |
| Personal trust and agency accounts, non-managed assets | $1,193,000 | 625 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,618,000 | 269 |
| Employee benefit-defined benefit accounts, non-managed Assets | $354,942,000 | 58 |
| Other retirement accounts, non-managed assets | $5,878,000 | 332 |
| 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 | $2,591,411,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,282,938,000 | 154 |
| Managed Assets ($) | $833,579,000 | 140 |
| Personal trust and agency accounts, managed assets | $213,674,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $66,149,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $135,446,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $80,012,000 | 94 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $338,298,000 | 105 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $449,359,000 | 146 |
| Personal trust and agency accounts, non-managed assets | $1,400,000 | 577 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,742,000 | 218 |
| Employee benefit-defined benefit accounts, non-managed Assets | $417,489,000 | 53 |
| Other retirement accounts, non-managed assets | $7,728,000 | 288 |
| 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 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,284,873,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| 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 |